Build your UTM tagging sheet

You will be able to set up a shared spreadsheet that builds tagged links from dropdown values and logs every link you make.

Rules written on a page tell people how to tag a link, but they do not stop anyone from typing a tag wrong. Every tag typed by hand is a new chance for an error, especially when the person making the link is busy and working from memory.

A tagging sheet removes the typing. It is a spreadsheet where people pick values from dropdowns, a formula builds the link, and every link is logged in one place. The steps below use Google Sheets, and Excel works the same way if that is what your team uses.

Farah, the business owner from lesson 2.2 (an invented example), wrote a rules page there, and it worked for about three weeks. Then the freelancer running her ads was in a hurry, built a link from memory and typed "Instagram" with a capital I, which the rules page had no way of preventing.

Setting up the Lists tab

Create a new spreadsheet and name the first tab "Lists". In column A, under the heading "source", enter each allowed source in its own cell. In column B, under the heading "medium", enter the allowed mediums. Copy both from your rules page in lowercase, with hyphens in place of spaces.

Farah's Lists tab has 8 sources: newsletter, instagram, facebook, tiktok, whatsapp, bazaar, partner names and meta. It has 6 mediums: email, social, paid-social, cpc, referral and qr.

The Lists tab holds the allowed source and medium values that the dropdowns read from. Because the lists sit on their own tab, you can extend them later without touching the formulas. When someone needs a new value, check which GA4 default channel group it falls into using the method from lesson 2.2, then add it to the Lists tab before anyone uses it in a link.

Building the Links tab and its dropdowns

Create a second tab called "Links". In row 1, put these 10 headings in columns A to J:

A: destination URL B: source C: medium D: campaign E: content F: final link G: date created H: placement I: created by J: tested

Select column B from row 2 down. Open Data, then Data validation, and choose a dropdown from a range pointing at the source list on the Lists tab. Set it to reject input that is not on the list, so a typed value that is not on the list is refused outright rather than just flagged with a warning. Do the same for column C, pointing it at the medium list.

Column D, campaign, gets no dropdown, because each campaign has a new name. Put the naming pattern in the header note instead, for example "yyyy-mm-theme". The formula fixes case and spaces in this column, so a capital letter or a space typed in column D does not reach the finished link.

How the formula in column F builds the link

Enter this formula in F2, all on one line, and copy it down the column:

=A2 & IF(ISNUMBER(FIND("?",A2)),"&","?") & "utm_source=" & B2 & "&utm_medium=" & C2 & "&utm_campaign=" & LOWER(SUBSTITUTE(D2," ","-")) & IF(E2="","","&utm_content=" & LOWER(SUBSTITUTE(E2," ","-")))

The formula starts with the destination URL in column A and normally puts "?" before the first tag. If the destination URL already contains "?", it uses "&" instead, because some shop pages carry their own parameters. It then adds the source and medium exactly as they came from the dropdowns.

LOWER and SUBSTITUTE turn the campaign and content values into lowercase with hyphens, so "Work Trousers" becomes "work-trousers" however it was typed. The utm_content tag is added only when column E is not empty, which means rows without a content value still produce a clean link.

Before anyone relies on the sheet, test the formula on a dummy row and check that the link in column F looks the way you expect.

Logging Farah's year-end sale links

Farah is planning her December year-end sale and needs three links, all with the campaign name 2026-12-year-end-sale.

The first is for the button in her newsletter. The destination is https://www.example.com/sale, the source is newsletter, the medium is email and the content is button. The sheet produces this link:

https://www.example.com/sale?utm_source=newsletter&utm_medium=email&utm_campaign=2026-12-year-end-sale&utm_content=button

The second link is for an Instagram post with the link in her bio, with source instagram, medium social and content bio-link. The third is a QR code for cards she will hand out at a December bazaar, with source bazaar, medium qr and content card.

For each link, fill in columns G to J: the date created, the placement (newsletter header, Instagram bio, bazaar card), who created it, and whether it has been tested. Leave "tested" blank until someone has clicked the link and seen the visit arrive in the realtime check from lesson 2.3, Tagging mistakes that break your reports.

Printed cards cannot be corrected once they are made, so the QR code gets one more check. Farah pastes the final link into a QR generator, prints one test card and scans it with her phone, and she orders the rest of the cards only after that visit shows up in realtime.

Links that share one campaign name can be filtered together in GA4. In January, Farah filters GA4 by 2026-12-year-end-sale and sees the newsletter, Instagram and bazaar sources side by side.

The log keeps being useful after the campaign ends. When an odd source appears in GA4, search the sheet to find who made the link and where it was used. When you plan next year's campaign, copy last year's row and change the date.

Sharing the sheet and when to use Google's builder

Share the sheet with everyone who makes links, and give them edit access to the Links tab. If your tool allows it, protect the Lists tab and the formula column so that only you, as the owner, can change the allowed values or the formula.

Google's Campaign URL Builder is a web form that builds a single tagged link: you fill in the fields and copy the result. It logs nothing and does not stop new spellings, so use it only for one-off links and then record each result in your sheet with the other links.

A good test of your finished sheet: a teammate who has never seen your rules page can make a correct link with it, without asking you a single question.

Build a tagging sheet with dropdowns and a link formula. Use it to make tagged links for your next email, one social post and one QR code.

Course

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