Step-by-Step Guides, Resources, and Our Survey

 

Getting Started with CampaignTrackly

 

This 4-page step-by-step guide illustrates how to:

  • Set up your account to maximize the benefits of using our tracking & reporting tool;
  • How to create, edit, export, search and navigate new & existing campaigns
  • How to find and view your campaign Reports with minimal effort
  • How to leverage existing use examples to enjoy hassle-fh2ree onboarding & adoption.

 

 

Setting Up Your Account

 

1. Go to the “Settings” tab of your dashboard.

how-to-get-to-the-settings-tab

 

2. Make sure you connect to your bit.ly account.

settings_bitly-tab

 

3. Next, connect to your Google Analytics account.

  • You won’t need anything other than your login – the tool’s API connection will take care of the rest. Please note that we don’t have access to your login info, we only facilitate the connection between you and Google Analytics so you can see our info easily.

settings_google-tab

 

4. Prep your Channels.

  • We have pre-populated a number of channels which you can use for your campaigns, however, you can add any custom channels you like.
  • If you are not sure how to set up your channels, drop us a line or read more in our free UTM parameters guide.

settings-utm-channels-tab

 

5. The best productivity rate is gained via use of tagging templates.

  • We have pre-populated a few just to give you examples, if you need ideas about your tagging templates, please don’t hesitate to contact us and we will be happy to share ours!
  • To find out more about how tagging templates save you time, please read our  blog post, Campaign is 36 times faster than Google URL Builder

settings_tagging-templates

 

6. Custom tracking is something that many companies use, especially when they have internal campaigns or require specific tracking parameters.

  • You can set that up with Campaigntrackly virtually hassle-free! Ask for help if you need more guidance, happy to help!

settings_customutms-tab