Find the data classification strategy that matches your company's needs and maturity level.
A breakdown of the most basic UTM classification method: its strengths and pitfalls.
On-the-fly, intuitive, and requires no complex tools.
social
summer_sale
Simplicity breaks down as teams and campaigns grow.
facebook: 120 clicks
Facebook: 85 clicks
fb: 42 clicks
facebook.com: 33 clicks
Total FB?: ???
This simple, descriptive method is functional and effective for...
Individuals
or solo marketers
Very Small Teams
with close alignment
Low Campaign Volume
(~5-10 per month)
In these cases, the low data volume makes manual cleanup and aggregation manageable, but it is not a long-term solution for growing organizations.
Choosing a taxonomy strategy is not about picking one and discarding the others. The most effective data strategies often layer multiple taxonomy types, using each for its strengths. They are not mutually exclusive; they are building blocks for a robust and scalable data framework.
For any organization, the journey begins with Simple Descriptive names. This is the foundation. Your utm_source
and utm_medium
will almost always be simple, human-readable words (e.g., "google", "cpc", "facebook", "social"). This approach is intuitive and provides immediate clarity for channel performance.
The real power comes from combining strategies, particularly within the utm_campaign
parameter:
2024-q4-holiday-promo
. This combines a date, a theme, and a specific offer, giving you granular detail within a single field.webinar-enterprise-2024
, you would have event:webinar-product:enterprise-year:2024
. This is more verbose but self-documenting and easier for machines to parse reliably.q4hp24
) doesn't have to replace your descriptive campaign name. It can exist in another parameter (like utm_id
). This allows you to keep a human-readable campaign while using the ID to join it with rich metadata from internal systems like Terminus.app, such as budget, owner, or detailed product info.No matter how well-designed your system is, some inconsistent data will inevitably slip through. Post-Hoc Classification is your safety net. It's not a primary strategy but a reactive tool to clean up and standardize data after it has been collected, ensuring that analysis remains accurate.
To put it all together, here's how it looks:
The foundation. Simple, human-readable words.
utm_campaign=summer-sale
Combines data points into a single string.
utm_campaign=2024-q4-holiday-promo
Structured, machine-readable format.
utm_campaign=geo:us-fn:tofu-skill:123
Fixes data during the build stage by enforcing contextual rules and constraints (e.g., require 'product' if 'event' is 'webinar'), preventing bad data from entering your analytics.
Enriches data by linking all levels to external metadata systems like a CRM or budget tracker.
A reactive tool that catches and cleans any inconsistent data that slips through the primary strategies, ensuring final analysis is accurate.
For the vast majority of organizations, particularly those in the small-to-medium business (SMB) or mid-market segments, and even for many larger organizations, the most pragmatic and highest-return approach is to implement a structured taxonomy system that provides robust governance without excessive complexity.
This recommended taxonomy framework consists of the following components:
channel
values, all valid geo
values, etc.). This ensures everyone uses consistent terminology and prevents variations that fragment your data.geo:us-fn:tofu-skill:123
). This approach is significantly more flexible and less brittle than a rigid positional model, as the order of pairs can be changed without breaking the logic. It is also more intuitive for marketers than other approaches.This approach delivers approximately 80% of the benefits of a full enterprise taxonomy platform—namely data consistency, enhanced data richness, and clear governance—while establishing the critical discipline and data dictionary that are prerequisites for scaling your marketing analytics.
To implement this taxonomy framework, you have several options:
Stop wrestling with messy UTM data. Start building a scalable taxonomy that delivers real insights.
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