When using CRM, a powerful email marketing tool for the Red OnX platform, incorporating UTM parameters into your email campaigns allows you to meticulously track the effectiveness of your emails in driving traffic and conversions on your website. Here’s a breakdown of how you can use UTM parameters with CRM for your email campaigns:

Understanding the Purpose of UTM Parameters

Before you start, it’s essential to grasp what each UTM parameter signifies:

• utm_source: Identifies the traffic’s source. For email campaigns, this could be “CRM” or “email”.
• utm_medium: The medium through which the message is conveyed. Here, it’s “email”.
• utm_campaign: The specific campaign name or identifier, such as “monthly_newsletter” or “2024_promo”.
• utm_content: (Optional) Helps differentiate between content within the same campaign.
• utm_term: (Optional) Primarily used for paid search to pinpoint keywords.

Crafting Your URL with UTM Parameters

When creating an email in CRM, you’ll likely include links to your website or specific landing pages. To track these links’ performance, you append UTM parameters to them. For example, you might use a URL like this in your email: “https://yourwebsite.com/special-offer?utm_source=CRM&utm_medium=email&utm_campaign=2024_promo”.

Integrating UTM Parameters in CRM Emails

1. Compose Your Email: Within the CRM dashboard, either create a new campaign or compose a new email.
2. Insert Your Links: When adding a call-to-action (CTA) or any hyperlink in your email content, use the complete URL with the UTM parameters.
3. Personalize and Segment: CRM allows you to segment your audience and personalize content. You can use different UTM campaign names or content parameters to track these segments separately.

Analyzing the Results

After your email has been sent, you can monitor the performance in your Google Analytics dashboard or any other analytics tool you utilize. Here’s what you can keep an eye on:

• Source / Medium: See how much traffic comes from your email campaigns (source: CRM, medium: email).
• Campaigns: Evaluate the performance of individual campaigns based on the traffic and conversion data.
• Content: If you used the utm_content parameter, analyze which specific links or CTA within the same email had better performance.

Best Practices

• Consistency: Maintain consistent UTM parameter naming conventions across campaigns for precise tracking.
• Shorten URLs: If the URL with UTM parameters becomes too lengthy, consider using URL shorteners, as long links can be daunting for recipients.
• Test and Optimize: Regularly review your analytics to identify the most effective strategies and optimize your email strategy accordingly.

To learn how to add UTM parameters to an email, click here.