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@jillquick© THE COLORING IN DEPARTMENT 2018
Jill Quick
@jillquick
Tracking Campaigns Like a Bloodhound!
Making Your Marketing Work Harder
© THE COLORING IN DEPARTMENT 2018
@jillquick© THE COLORING IN DEPARTMENT 2018 @jillquick© THE COLORING IN DEPARTMENT 2018
WHO IS
JILL QUICK
@jillquick
linkedin.com/in/jillquick01
jill@thecoloringindepartment.com
thecoloringindepartment.com
@jillquick© THE COLORING IN DEPARTMENT 2018
Just to Make 

One Thing
CLEAR
@jillquick© THE COLORING IN DEPARTMENT 2018
Remember…
“WITHOUT DATA, YOU’RE
JUST ANOTHER PERSON
WITH AN OPINION”
-W.Edwards Deming
Data Scientist
@jillquick© THE COLORING IN DEPARTMENT 2018
TrackingTracking…
@jillquick© THE COLORING IN DEPARTMENT 2018
Acquisition AKA how
people find
you
@jillquick© THE COLORING IN DEPARTMENT 2018
Core Reporting API…….It’s A Nightclub Bouncer
EMAIL SOCIAL
ORGANIC
@jillquick© THE COLORING IN DEPARTMENT 2018
What Are Campaign Tags?
Campaign tags are
additional information that
you apply to links.
Once a link is clicked, the
tag information is passed to
Google Analytics.
@jillquick© THE COLORING IN DEPARTMENT 2018
Tagging Best Practice
thecoloringindepartment.com#utm_source=onboardinganalytics&
utm_medium=email&utm_campaign=AUG-18-
cohort&utm_term=&utm_content=CTA
Medium
This is your large
broad buckets 

for your
marketing 

channels
Campaign
name
What is the
name of the
campaign
Source
This tells you
where the link
lives
URL
The URL you
want the visitor
to go to
Content
More info to help
you slice and
dice your data,
eg banner, mpu,
text links etc.
@jillquick© THE COLORING IN DEPARTMENT 2018
Tracking Triangle
Let’s break it down,
because
let’s face it, it gets
kinda confusing.
URL - The Where
I am going to New York
NewYork.com
Campaign Name - The Why
Because I have an off peak, frequent traveller discount
Medium - The How
I am getting an Amtrak express train
More detail, specific breakdowns of the channel
Source - The What
From Boston in coach B, seat 22
Where does the link live within the medium (and therefore channel)
Use to tie together marketing campaigns that sit across multiple sources and mediums.
The destination that we
are sending traffic to
FYI!
Google
Analytics likes to
report Source, the
medium rather than the
logical order. I know right!
FYI!
Google
Analytics likes to
report Source, then
Medium - rather than the logical
order. I know right!
@jillquick© THE COLORING IN DEPARTMENT 2018
Tracking Triangle Example
Email COMPANY
.COM
NEWSLETTER
-DATABASE
EMAIL
BLACK FRIDAY>NEW
YORK>2018
Paid Search
COMPANY
.COM
GOOGLE OR BING
CPC OR PPC OR
PAID SEARCH
NY>BRAND>BFSALE-18
@jillquick© THE COLORING IN DEPARTMENT 2018
Got any UTM
ID luv’?
What Happens If You 

Don’t Tag
@jillquick© THE COLORING IN DEPARTMENT 2018
If You Don’t Tag Your Email
No UTM, so I’m
going to put
you in…
@jillquick© THE COLORING IN DEPARTMENT 2018
If You Don’t Tag Your Social 

Media (Paid/Organic)
No UTM, so I’m
going to put
you in…
@jillquick© THE COLORING IN DEPARTMENT 2018
HTTP- 
HTTPS PDF DOCS
STAFF
SIGNATURES
Other Culprits
@jillquick© THE COLORING IN DEPARTMENT 2018
How To Spot ?
1
2
3
@jillquick© THE COLORING IN DEPARTMENT 2018
System Defined Default
Channel Grouping
Channels Medium System Defined Tick Box
Defined by
Google's Default
Channel Grouping.
Case Sensitive,
exactly match
these or your
the wrong pot
Organic Search organic Medium exactly matches organic
Social referral Social Source Referral exactly matches Yes
Social social
Medium matches regex ^(social|social-
network|social-media|sm|social network|social
media)$
Email email Medium exactly matches email
Referral referral Medium exactly matches referral
Direct
(none)
(not set)
Source exactly matches direct AND
Medium exactly matches (not set)
OR
Medium exactly matches (none)
Paid Search
cpc
Medium matches regex ^(cpc|ppc|paidsearch)$
AND
Ad Distribution Network does not exactly match
Content
Display display
Medium matches regex ^(display|cpm|banner)$
OR
Ad Distribution Network exactly matches Content
Other (other)
Medium matches regex ^(cpv|cpa|cpp|content-
text)$
@jillquick© THE COLORING IN DEPARTMENT 2018
WHAT?!…there
are no groupings
for paid social…
…or
retargeting…my
reporting is
ruined!
@jillquick© THE COLORING IN DEPARTMENT 2018
Tinker with
your
settings… Don’t
worry
@jillquick© THE COLORING IN DEPARTMENT 2018
Here’s What You Need To Do
@jillquick© THE COLORING IN DEPARTMENT 2018
Here’s What You Need To Do
@jillquick© THE COLORING IN DEPARTMENT 2018
Specific at the
top, generic
at bottom
Here’s What You Need To Do
@jillquick© THE COLORING IN DEPARTMENT 2018
Agree On Your Source Names 

(Don’t Fragment The Data!)
If only we
got our shit
together
@jillquick© THE COLORING IN DEPARTMENT 2018
Keep A Record
•Keep a log of your tracked
links (you will forget
whatcha did otherwise) 

• Get everyone in the
company up to speed on
why you are doing it (aka
we don’t want to trash 

our data!)
•Bake it into an SLA
with agencies
•Link it to the core
competencies of
staff
@jillquick© THE COLORING IN DEPARTMENT 2018
Attribution Acquisition> Channels
runs on 1/7 attribution
models. 100 % of the
credit goes to last non
direct channel.
WALK WITH ME
A typical customer journey
DirectInstagram
Post
Medium:Social
Retargeting
Display Ad
Visited
Website
Newsletter
Source:
Instagram
(typed url
into browser)
Visited
Website
Visited
Website
Medium: Display Medium: Email
Source: Name of
website with
display advert
Source:
Newsletter-
database
@jillquick© THE COLORING IN DEPARTMENT 2018
Multi-Channel Funnels
@jillquick© THE COLORING IN DEPARTMENT 2018
Multi-Channel Funnels
@jillquick© THE COLORING IN DEPARTMENT 2018
Multi-Channel Funnels
Rinse and repeat
what you did in the
Default Channel
Groupings
@jillquick© THE COLORING IN DEPARTMENT 2018
Recap
The Process Order & Checklist
1. Agree, and work out, your mediums, sources, and campaign
tagging structure
2. Create channel groupings in test view, then when you are
happy with it, create in the reporting views
3. Create a Multi-channel Funnel (MCF) grouping so you can see
the assisted conversions
4. Agree on naming sources
5. Agree on name structure to your campaign channels
6. Give use cases on how you can use the content options
7. Keep a record e.g spead-sheet
Agree, and work out, your mediums, sources, and campaign
tagging structure
Create channel groupings in test view, then when you are
happy with it, create in the reporting views
Create a Multi-channel Funnel (MCF) grouping so you can
see the assisted conversions
Agree on naming sources
Agree on name structure to your campaign channels
Give use cases on how you can use the content options
Keep a record e.g spead-sheet
The Process Order & Checklist
@jillquick© THE COLORING IN DEPARTMENT 2018
@jillquick© THE COLORING IN DEPARTMENT 2018
Want a load of
templates to do this?
YEAH YA DO!
Go here:
http://bit.ly/jill-search-leeds

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SearchLeeds 2018 - Jill Quick - The Coloring In Department - Track campaigns like a bloodhound: How to make your marketing work harder

  • 1. @jillquick© THE COLORING IN DEPARTMENT 2018 Jill Quick @jillquick Tracking Campaigns Like a Bloodhound! Making Your Marketing Work Harder © THE COLORING IN DEPARTMENT 2018
  • 2. @jillquick© THE COLORING IN DEPARTMENT 2018 @jillquick© THE COLORING IN DEPARTMENT 2018 WHO IS JILL QUICK @jillquick linkedin.com/in/jillquick01 jill@thecoloringindepartment.com thecoloringindepartment.com
  • 3. @jillquick© THE COLORING IN DEPARTMENT 2018 Just to Make 
 One Thing CLEAR
  • 4. @jillquick© THE COLORING IN DEPARTMENT 2018 Remember… “WITHOUT DATA, YOU’RE JUST ANOTHER PERSON WITH AN OPINION” -W.Edwards Deming Data Scientist
  • 5. @jillquick© THE COLORING IN DEPARTMENT 2018 TrackingTracking…
  • 6. @jillquick© THE COLORING IN DEPARTMENT 2018 Acquisition AKA how people find you
  • 7. @jillquick© THE COLORING IN DEPARTMENT 2018 Core Reporting API…….It’s A Nightclub Bouncer EMAIL SOCIAL ORGANIC
  • 8. @jillquick© THE COLORING IN DEPARTMENT 2018 What Are Campaign Tags? Campaign tags are additional information that you apply to links. Once a link is clicked, the tag information is passed to Google Analytics.
  • 9. @jillquick© THE COLORING IN DEPARTMENT 2018 Tagging Best Practice thecoloringindepartment.com#utm_source=onboardinganalytics& utm_medium=email&utm_campaign=AUG-18- cohort&utm_term=&utm_content=CTA Medium This is your large broad buckets 
 for your marketing 
 channels Campaign name What is the name of the campaign Source This tells you where the link lives URL The URL you want the visitor to go to Content More info to help you slice and dice your data, eg banner, mpu, text links etc.
  • 10. @jillquick© THE COLORING IN DEPARTMENT 2018 Tracking Triangle Let’s break it down, because let’s face it, it gets kinda confusing. URL - The Where I am going to New York NewYork.com Campaign Name - The Why Because I have an off peak, frequent traveller discount Medium - The How I am getting an Amtrak express train More detail, specific breakdowns of the channel Source - The What From Boston in coach B, seat 22 Where does the link live within the medium (and therefore channel) Use to tie together marketing campaigns that sit across multiple sources and mediums. The destination that we are sending traffic to FYI! Google Analytics likes to report Source, the medium rather than the logical order. I know right! FYI! Google Analytics likes to report Source, then Medium - rather than the logical order. I know right!
  • 11. @jillquick© THE COLORING IN DEPARTMENT 2018 Tracking Triangle Example Email COMPANY .COM NEWSLETTER -DATABASE EMAIL BLACK FRIDAY>NEW YORK>2018 Paid Search COMPANY .COM GOOGLE OR BING CPC OR PPC OR PAID SEARCH NY>BRAND>BFSALE-18
  • 12. @jillquick© THE COLORING IN DEPARTMENT 2018 Got any UTM ID luv’? What Happens If You 
 Don’t Tag
  • 13. @jillquick© THE COLORING IN DEPARTMENT 2018 If You Don’t Tag Your Email No UTM, so I’m going to put you in…
  • 14. @jillquick© THE COLORING IN DEPARTMENT 2018 If You Don’t Tag Your Social 
 Media (Paid/Organic) No UTM, so I’m going to put you in…
  • 15. @jillquick© THE COLORING IN DEPARTMENT 2018 HTTP- 
HTTPS PDF DOCS STAFF SIGNATURES Other Culprits
  • 16. @jillquick© THE COLORING IN DEPARTMENT 2018 How To Spot ? 1 2 3
  • 17. @jillquick© THE COLORING IN DEPARTMENT 2018 System Defined Default Channel Grouping Channels Medium System Defined Tick Box Defined by Google's Default Channel Grouping. Case Sensitive, exactly match these or your the wrong pot Organic Search organic Medium exactly matches organic Social referral Social Source Referral exactly matches Yes Social social Medium matches regex ^(social|social- network|social-media|sm|social network|social media)$ Email email Medium exactly matches email Referral referral Medium exactly matches referral Direct (none) (not set) Source exactly matches direct AND Medium exactly matches (not set) OR Medium exactly matches (none) Paid Search cpc Medium matches regex ^(cpc|ppc|paidsearch)$ AND Ad Distribution Network does not exactly match Content Display display Medium matches regex ^(display|cpm|banner)$ OR Ad Distribution Network exactly matches Content Other (other) Medium matches regex ^(cpv|cpa|cpp|content- text)$
  • 18. @jillquick© THE COLORING IN DEPARTMENT 2018 WHAT?!…there are no groupings for paid social… …or retargeting…my reporting is ruined!
  • 19. @jillquick© THE COLORING IN DEPARTMENT 2018 Tinker with your settings… Don’t worry
  • 20. @jillquick© THE COLORING IN DEPARTMENT 2018 Here’s What You Need To Do
  • 21. @jillquick© THE COLORING IN DEPARTMENT 2018 Here’s What You Need To Do
  • 22. @jillquick© THE COLORING IN DEPARTMENT 2018 Specific at the top, generic at bottom Here’s What You Need To Do
  • 23. @jillquick© THE COLORING IN DEPARTMENT 2018 Agree On Your Source Names 
 (Don’t Fragment The Data!) If only we got our shit together
  • 24. @jillquick© THE COLORING IN DEPARTMENT 2018 Keep A Record •Keep a log of your tracked links (you will forget whatcha did otherwise) 
 • Get everyone in the company up to speed on why you are doing it (aka we don’t want to trash 
 our data!) •Bake it into an SLA with agencies •Link it to the core competencies of staff
  • 25. @jillquick© THE COLORING IN DEPARTMENT 2018 Attribution Acquisition> Channels runs on 1/7 attribution models. 100 % of the credit goes to last non direct channel. WALK WITH ME A typical customer journey DirectInstagram Post Medium:Social Retargeting Display Ad Visited Website Newsletter Source: Instagram (typed url into browser) Visited Website Visited Website Medium: Display Medium: Email Source: Name of website with display advert Source: Newsletter- database
  • 26. @jillquick© THE COLORING IN DEPARTMENT 2018 Multi-Channel Funnels
  • 27. @jillquick© THE COLORING IN DEPARTMENT 2018 Multi-Channel Funnels
  • 28. @jillquick© THE COLORING IN DEPARTMENT 2018 Multi-Channel Funnels Rinse and repeat what you did in the Default Channel Groupings
  • 29. @jillquick© THE COLORING IN DEPARTMENT 2018 Recap The Process Order & Checklist 1. Agree, and work out, your mediums, sources, and campaign tagging structure 2. Create channel groupings in test view, then when you are happy with it, create in the reporting views 3. Create a Multi-channel Funnel (MCF) grouping so you can see the assisted conversions 4. Agree on naming sources 5. Agree on name structure to your campaign channels 6. Give use cases on how you can use the content options 7. Keep a record e.g spead-sheet Agree, and work out, your mediums, sources, and campaign tagging structure Create channel groupings in test view, then when you are happy with it, create in the reporting views Create a Multi-channel Funnel (MCF) grouping so you can see the assisted conversions Agree on naming sources Agree on name structure to your campaign channels Give use cases on how you can use the content options Keep a record e.g spead-sheet The Process Order & Checklist
  • 30. @jillquick© THE COLORING IN DEPARTMENT 2018
  • 31. @jillquick© THE COLORING IN DEPARTMENT 2018 Want a load of templates to do this? YEAH YA DO! Go here: http://bit.ly/jill-search-leeds