Use case #1
A Centralized UTM Link Builder Solution for a Multi-National Agency
A global advertising agency was juggling multiple spreadsheets and fragmented campaign conventions for each client—leading to inefficiencies, inconsistencies, and hundreds of hours lost to manual copy-pasting every year.
With our solution, they now have one central platform with dedicated workspaces for each client, making it easy to standardize campaign conventions, create tag templates, and configure GA4 reporting views. Plus, with automated data flows, campaign insights seamlessly integrate into clients’ downstream applications—eliminating manual work and ensuring accuracy at scale.
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Use case #2
Eliminating Spreadsheet Chaos: Scalable UTM Link Maker Process Made Simple for a Finance Company
A major services client struggled with delays and data errors while managing UTM links across multiple spreadsheets—bogged down by complex formulas and endless copy-pasting.
With our Excel Add-in, automated tag templates, and CRM integration, they streamlined the entire UTM process—eliminating manual work while ensuring accurate, scalable campaign tracking, all within their familiar spreadsheet environment.
Use case #3
Streamlined UTM Link Building for Email Campaigns with Our Chrome Extension
A leading marketing team dramatically improved email operations efficiency and data accuracy using our Chrome UTM Builder extension. With HubSpot as their ESP, users can now right-click to instantly extract all URLs from an email and apply campaign tracking metadata in seconds.
Gone are the days of copy-pasting and manual typing—common culprits of errors and broken links. Our Chrome extension automates the entire process, grabbing, tagging, and replacing URLs with trackable links—no manual work required. As a result, they have improved reporting accuracy by over 80%, saving time and eliminating errors effortlessly.
Use case #4
Automating UTM Governance for a Multi-National Enterprise
A global company with over 250 users needed a streamlined way to generate digital campaign tracking links for both marketing and recruitment teams. However, within marketing alone, paid media, social, and email each had unique tracking needs, making standardization a challenge.
Our team built a custom workflow solution that ensured every team member, regardless of their role or region, followed a unified governance model. This solution:
- Standardized tracking metadata across teams
- Enforced consistent formatting for multi-word tags and case usage
- Pre-saved mandatory metadata for accurate reporting—eliminating manual input and copy-pasting
Users could initiate the process in Workfront, complete a few quick webform fields, and receive a CSV file with fully enriched campaign URLs—ready for use in consistent, error-free reporting.
By automating this workflow, we saved the company significant development and project management time, ensuring accuracy and efficiency at scale.
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Use case #5
Seamless Multi-Platform UTM Tracking Process for a Leading Tech Solutions Company
A leading Tech Solutions Leader transformed their campaign tracking process with our secure UTM Link Builder and Integration Layer, eliminating manual work, errors, and inefficiencies.
Previously, their team spent dozens of hours manually creating campaign names in Excel, uploading them to Salesforce, and retrieving unique SFDC IDs to tag campaign URLs—a time-consuming and error-prone process. With multiple teams working across markets, formula-heavy spreadsheets led to confusion, mismatched IDs, and reporting inconsistencies.
By integrating Salesforce, CampaignTrackly, Slack, and Box, we:
- Automated the entire workflow, cutting production time by 140%
- Reduced tracking errors by over 90%
- Allowed users to work in their preferred platforms—without app-switching
- Freed up teams to focus on more strategic tasks
Now, users create metadata-rich campaign names in CampaignTrackly, which automatically:
- Sends the data to Salesforce and retrieves the correct SFDC ID
- Populates the ID in campaign URLs—without any manual input
- Stores the tagged URLs in Box and notifies teams via Slack for immediate access
The result? Fast. Easy. Fully automated process. No more manual work, no more errors—just seamless, efficient campaign tracking that boosts productivity and team satisfaction.
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