CRM guide

How to create short links (with UTM tags)

ac-co.ai Teamac-co.ai Team · Editorial TeamUpdated 2 min read

A short link is a tidy address such as ac-co.ai/s/vat-oct that you can text, print, put in an email or turn into a QR code. It counts its clicks. Add UTM tags and it also tells you which post, email or flyer brought people in.

Everything below happens on the Short links page in the CRM (left-hand menu). You never have to type a UTM tag by hand: the form adds them for you.


  1. Open Short links and press New link (top right).
  2. Paste the page you want people to open into Destination. It must be an ac-co.ai page, so it starts with https://ac-co.ai/.
  3. Leave Purpose as campaign for anything you share publicly.
  4. Optional: type a Custom slug such as vat-guide to get ac-co.ai/s/vat-guide instead of random letters. Use lowercase letters, numbers and hyphens.
  5. Press Create link. The short link is copied for you, so paste it wherever you need it.

The New short link dialog with a destination and a custom slug filled in


UTM tags are little labels added to the end of an address. They tell our analytics where a visitor came from.

  1. Press New link and paste the destination.
  2. Open UTM tags (optional).
  3. Press a preset: LinkedIn, Facebook, Newsletter or Google Ads. It fills in Source and Medium for you.
  4. Type a Campaign name, for example vat-guide-oct.
  5. Check Final destination. That is exactly where the short link will send people, tags included.
  6. Press Create link.

The UTM tags block open, with the LinkedIn preset chosen and the final destination preview

If the address you pasted already has a tag, such as utm_source, the form shows a note. A tag you fill in replaces the same tag in the pasted address. A field you leave blank changes nothing.


3. Plan your tags, then shorten and share

Decide the tags first, then make the link. Five minutes of planning keeps your reports readable.

What goes where

FieldQuestion it answersExamples
SourceWhere does the link live?linkedin, facebook, newsletter, google, a partner's name
MediumWhat kind of channel is it?social, email, cpc (paid ads), referral, qr
CampaignWhat are we promoting?vat-guide-oct, spring-launch
Content (optional)Which of two links in the same place?blue-button, banner
Term (optional)Which paid keyword?vat-software

Naming rules

  • Lowercase, with hyphens instead of spaces.
  • Always the same spelling. Reports treat linkedin, LinkedIn and linked-in as three different sources.
  • Never put names, emails or phone numbers in a tag.
  • One link for each place. If a post and an email share one link, you cannot tell them apart.
  • Name campaigns by topic and month, such as vat-guide-oct.

Example

A LinkedIn post about the VAT guide.

  • Destination: https://ac-co.ai/vat
  • Preset: LinkedIn (source linkedin, medium social)
  • Campaign: vat-guide-oct
  • Custom slug: vat-oct

People who open ac-co.ai/s/vat-oct land on:

https://ac-co.ai/vat?utm_source=linkedin&utm_medium=social&utm_campaign=vat-guide-oct

Then share it

  • Click the code in the list to copy the link again.
  • Click the QR icon to show a QR code you can print or download.
  • Already printed a link without tags? Add ?utm_source=flyer to the end of the short link and we pass it on. Only utm_ tags are passed on, and only when the destination does not already have that tag.

The short links list with the new link, and its QR code dialog


Where the tags show up

  • Google Analytics reads the tags when someone lands on the page. Visitors who have not accepted cookies are counted anonymously.
  • The CRM visitor log stores the tags with each visit, but only for visitors who accepted analytics.
  • The short link itself always counts every click, whatever the visitor chose.
FAQ

Questions people actually ask.

Can I change where a short link points after I have shared it?

Yes, for campaign, affiliate and marketing links. Open Short links in the CRM and press the pencil icon to edit the destination. The short link and its click count stay the same. Links for e-sign and payments can never be re-pointed.

Do UTM tags show who clicked?

No. UTM tags only say where a visit came from, such as linkedin, social or a campaign name. They never contain personal details, so do not type names, emails or phone numbers into them.

Why do I not see every visit in my reports?

Visitors who decline analytics cookies are counted only in aggregate, and the CRM visitor log records a visit only after the visitor has accepted analytics. Expect the numbers to be lower than the raw click count on the Short links page.