UTM Manager Cloud tutorial

Launch with confidence: your UTM Manager tutorial

A clear four-step path takes you from setup to structured links, QR codes and the visitor insight your team needs—without unnecessary complexity. You always know what to do next, what to verify and why it matters. The result is a workflow people can follow together.

The complete workflow

Tutorial: a clear path from setup to answers your team can use

Follow one reassuring sequence to connect your site, create consistent links and understand what happens after the click.

Connect once, then feel ready

Add one lightweight tracking snippet and give every campaign visit a clear starting point.

Give everyone the same structure

Organize links, campaign groups and naming rules so the team never has to guess.

Create without second-guessing

Generate tracked URLs and QR codes from one familiar workflow.

See what people do next

Turn campaign, session and source data into a journey your team can understand.

Step 1

Add the code snippet

Log in to the Client Portal and open Onboarding to get your tracking snippet.
Copy the code and paste it into your website’s global <header> or <footer> so it loads on every page.

If you use WordPress, a plugin like WPCode is an easy way to add the snippet without editing theme files.

Before moving on, open the site in a private window and confirm that the snippet loads correctly. A quick verification here prevents missing data later and gives the team a dependable foundation.

Step 2

Create your UTM structure

Create your UTM structure by setting up your links, campaign groups, and naming conventions in one place. This helps you stay organized, keep your tracking consistent, and build clean UTM URLs for every campaign. Agree who owns each value, which separators to use and how campaigns are archived. This tutorial turns those decisions into a shared reference. When they are made before launch, colleagues can build links independently while analytics remains easy to compare across channels and reporting periods.

Step 3

Generate links and QR codes

Generate links and QR codes by entering your destination URL and campaign details in one simple view. The system builds a clean tracked link for you and can instantly turn it into a ready-to-use QR code for print or digital campaigns. This tutorial keeps the review process visible for everyone. Save approved links in the shared library instead of rebuilding them from memory. Test every destination and scan the QR code on a real phone before publishing, especially when the placement will be printed and difficult to replace.

Step 4

Follow traffic and visitor journeys

Follow traffic and visitor journeys through a clear analytics view with campaign, source, and session data in one place. See where visitors come from, how they move through your site, and which campaigns generate the most valuable traffic. Start with the business question, then filter by period, source or campaign. Compare journeys and landing pages before changing budget. The goal is not more charts; it is a clear next action the team understands and can confidently repeat.

Continue learning

Turn one successful setup into a calmer everyday workflow

GUIDE

UTM Link Builder

Build and reuse structured campaign URLs in WordPress.

GUIDE

UTM Naming Convention

Create clear parameter rules that every team member can follow.

GUIDE

UTM Strategy

Connect naming, ownership and reporting in one operating framework.

Ready to launch without the guesswork?

Use this tutorial as your launch checklist, then keep every link, QR code and campaign insight organized inside UTM Manager.