Create UTM links

SECTION ONE: PROCESS OVERVIEW

TITLE: What are you calling this process?

> Create UTM links

SUMMARY: A one-sentence description of the process.

> We keep track of the UTM links in a spreadsheet to make sure we have consistency.

WHY: Briefly explain why the process is important.

> In order to track clicks.

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

> Each time a new link is needed

SECTION TWO: PROCESS EXECUTION

STEP #1

Audio procedure: https://www.loom.com/share/13d9173f469c49cf8df3543d59782e92

We keep track of these links in document:

https://docs.google.com/spreadsheets/d/1S3ohB31ZvcWxG-ZsmODzycYz79dPNk79Z8o85-pKLMI/edit?usp=sharing

Information up to column H is updated manually for each link, while the rest is generated automatically.

STEP #2

For the sake of the example, let’s consider the items under the articles section.

STEP #3

Copy paste a previous row and update it with the useful information (eg: change the date).

The “URL kam” is usually in another spreadsheet for that respective course.

STEP #4

At this point, copy paste the new created link from the “I” column where you need it.

SECTION THREE: REPORTING

WHO: Who should be the outcome sent to?

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

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

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HOW: How should the outcome be delivered?

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