SUCCESS! LET’S GET STARTED!
#1 Activate Our Excel Add-in in 3 Steps:
- Step #1: Go to the Integrations> API Key page and click the button to activate your API token. You are all set here.
- Step #2: Open an Excel Sheet. Click on Home >Insert Add-ins to open the Excel Add-in Library and search for CampaignTrackly. Login to CampaignTrackly by entering your credentials in the sign up form that will open up.
- Step #3: Go to row 1 and write in the headers of the first two columns “Campaign Name” and “URL”, add desired campaign name and url address in row 2, select a template and click “apply template”.
Resources:
Download the sample excel Go to walkthroughWatch the 1-minute tutorial:
CampaignTrackly Add-in on Microsoft
#2 Replace the Demo Tags with your own:
UTM Parameters
Store them in one central place, accessible to you 24×7.View UTM Tag Library
Watch the 4-minute tutorial:
Custom Tags
Custom Tags are additional parameters tracking business units, brands, regions, languages, etc.View Custom Tag Library
Watch the 1-minute tutorial:
#3 Format UTM Tags:
Take Control of Tag Formatting With a Click:
Easily set up tag case, space management, & required tags.Set up Tag Rules
#4 Activate the Link Shortener/QR Code Generator
Set Up Your Shortener Here:
Choose if links should be shortened by default.Go to Shortener
#5 Create Your Own Drag & Drop Templates
1. Create A Template (or start with our sample templates
The Excel Add-in requires a template – even if you can override its tag values by typing new ones in your spreadsheet.Create a Drag&Drop Template
Watch the 2-minute tutorial:
Watch The Onboarding Videos:
