UTM parameters for emails - OntraPort

Created by Andrew Swanscott, Modified on Sat, Aug 5, 2023 at 12:38 AM by Better Trader Academy

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

> UTM parameters for emails - OntraPort

SUMMARY: A one-sentence description of the process.

> Bi-weekly newsletter with an overview of forum activity, to provide updates to our clients, going out every other Saturday.

 

WHY: Briefly explain why the process is important.

> Since the forum is growing bigger and bigger, it is really easy to miss something that is important for them. This brief overview helps others to go through the most important topics that were discussed over the last 2 weeks.

INTERVAL: How often does this process need to be complete?

> Every other Thursday (as it is checked and polished for grammar by Maria overnight and then final check on Friday by Tomas or Andrew)

   

SECTION TWO: PROCESS EXECUTION

STEP #1

Example:

dfl0.us/go/22122/n9PDZK/1503246201?em...[Email]&utm_campaign=tmi&utm_medium=email&utm_source=email-broadcast&utm_content=d1.1&utm_term=existing-list


  • Source – email-broadcast (or email-broadcast-SOTR or email-broadcast-BST)

  • Medium - email

  • Campaign – tmi/brsmc/bos/emini/stu – depending on the course name

  • Content – d0, d1, d2 – indicating the day of the sequence; d0-1 means the 1st email on day 0 in case there are more emails on the same day. The -1 or -2 is there to distinguish which email of the day is that. If there is just one email that particular day, then just d0, d1, etc. (or a date of the email in case of a newsletter; date format: yyyy-mm-dd)

  • Term - existing list

     

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

>

WHAT: What are you expecting to see in the outcome?

>

WHEN: When does the person reviewing the outcome want it?

>

HOW: How should the outcome be delivered?

>

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