Help & Documentation
Learn how to use UTM Copilot effectively
Create your first UTM
Go to Chat and type something like "Create a UTM for our newsletter campaign linking to example.com"
Set up conventions
Visit Conventions to define allowed values for sources, mediums, and campaigns. This ensures consistency.
Manage your library
Browse all UTMs in the Library. Change statuses, edit parameters, copy URLs, and export.
Track governance and compliance
The Governance page shows compliance rates, usage patterns, and top campaigns.
AI Chat
Natural language UTM creation with full pipeline validation
UTM Library
Search, filter, edit, and manage all UTM codes
Conventions
Define governance rules for UTM naming consistency
Governance
Track compliance rates, usage patterns, and governance metrics
Bulk Operations
Create multiple UTMs at once or duplicate existing ones
Conversation History
Auto-saved chat history with easy access to past conversations
UTM Management
"Create a UTM for our newsletter linking to example.com"
"Change the status of UTM abc123 to active"
"Delete the UTM for old-campaign"
"Show me all draft UTMs from last week"
"Check if this UTM follows our conventions"
"Create UTMs for spring campaign across Google, Facebook, and LinkedIn"
"Duplicate the newsletter UTM but change source to linkedin"
Governance
"What are our current naming conventions?"
"Add 'tiktok' as an allowed utm_source"
"Remove 'bing' from allowed sources"
Analytics
"What's our compliance rate this month?"
Identifies the traffic source. Examples: google, facebook, newsletter, linkedin
The marketing medium. Examples: cpc, social, email, organic, referral
The campaign name or identifier. Examples: spring-sale-2025, product-launch-q2
Paid search keyword. Examples: running+shoes, utm+builder
Differentiates similar content or links. Examples: header-banner, sidebar-cta, blue-button