Why a naming convention matters
Analytics reports group data by exact text. If three people write Facebook, facebook and fb, you get three rows for one source. A shared convention makes every report comparable and keeps old campaigns usable a year later.
Seven rules to adopt
- Lowercase only.
- Use underscores between words, never spaces.
- One name per platform: choose linkedin, not linkedin and li.
- Pick a short, fixed list of mediums and do not invent new ones.
- Put the date, quarter or version at the end of the campaign name.
- Describe the offer, not the tool: summer_sale beats campaign1.
- Document the list and keep it where everyone who builds links can find it.
A campaign name template
A pattern such as goal_audience_offer_period keeps names sortable and self-explanatory. Choose the order once and apply it everywhere.
leads_cfo_whitepaper_2026q4
sales_returning_blackfriday_2026
awareness_students_launch_2026q1Enforce it with tools
The bulk UTM builder lowercases values and replaces spaces for you, and the UTM checker flags links that break the rules. Use both before a campaign goes live.
Starter taxonomy
| Channel | utm_source | utm_medium |
|---|---|---|
| Paid search | google, bing | cpc |
| Paid social | facebook, instagram, linkedin, tiktok | paid_social |
| Organic social | facebook, instagram, linkedin, x | social |
| newsletter, product_updates | ||
| Partners | partner_name | referral |
| Affiliates | affiliate_name | affiliate |
| Print and QR | flyer, poster, packaging | qr |
Frequently Asked Questions
- Should UTM values be lowercase?
- Yes. Analytics tools treat uppercase and lowercase as different values, so lowercase avoids duplicate rows.
- Underscores or hyphens?
- Either is fine. Choose one and use it everywhere. Underscores are the most common choice and read well in reports.
- Can I rename a campaign after launch?
- Not retroactively. Analytics data already collected keeps the old value, which is why the naming system should be agreed before the first link is published.
- Where should I store the naming rules?
- Keep them in a shared document or spreadsheet that the whole team uses, and link to it from your campaign briefs.