What is your Taxonomy Type?

Find the data classification strategy that matches your company's needs and maturity level.

Choose Your Approach

Understanding the Simple Descriptive Approach

A breakdown of the most basic UTM classification method: its strengths and pitfalls.

The Simple Start

On-the-fly, intuitive, and requires no complex tools.

1. Define Context

facebook

social

summer_sale

2. Build URL
your.site/page?utm_source=facebook&utm_medium=social&utm_campaign=summer_sale

Advantages

  • Simplicity: Extremely intuitive and easy to learn.
  • Accessibility: Can be used by anyone, no technical skill needed.
  • Zero Cost: Free to implement using basic URL builders.

The Chaos at Scale

Simplicity breaks down as teams and campaigns grow.

facebook
Facebook
fb
facebook.com

Analytics Report

facebook: 120 clicks

Facebook: 85 clicks

fb: 42 clicks

facebook.com: 33 clicks

Total FB?: ???

Disadvantages

  • Human Error: Highly prone to typos and inconsistencies.
  • Data Fragmentation: Creates multiple records for the same source.
  • Poor Scalability: Becomes unmanageable as campaign volume grows.

Conclusion: Ideal Scenarios

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.

Which Taxonomy Strategy is Right for You?

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.

Starting Point: Simple Descriptive

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.

Leveling Up: Combining Strategies for Richer Data

The real power comes from combining strategies, particularly within the utm_campaign parameter:

  • Simple + Concatenated: While your source and medium are simple, your campaign can be a Concatenated string like 2024-q4-holiday-promo. This combines a date, a theme, and a specific offer, giving you granular detail within a single field.
  • Concatenated + Dependencies: You can enforce Dependencies on your concatenated values. For instance, if the campaign contains "webinar", a "product" field might be required to specify which product the webinar is for (e.g., "enterprise" or "pro"). This ensures that key business context is never missed.
  • Concatenated to Key-Value: A Key-Value pair strategy is a natural evolution of concatenation. Instead of 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.
  • Adding Abstract Identifiers: An Abstract Identifier (e.g., 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.

The Role of Post-Hoc Classification

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:

Primary Campaign Strategies

Level 1: Simple Descriptive

The foundation. Simple, human-readable words.

utm_campaign=summer-sale
Level 2: Concatenated

Combines data points into a single string.

utm_campaign=2024-q4-holiday-promo
Level 3: Key-Value Pairs

Structured, machine-readable format.

utm_campaign=geo:us-fn:tofu-skill:123

Enhancers

Dependencies

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.

Abstract Identifier

Enriches data by linking all levels to external metadata systems like a CRM or budget tracker.

Safety Net: Post-Hoc Classification

A reactive tool that catches and cleans any inconsistent data that slips through the primary strategies, ensuring final analysis is accurate.

The High-ROI, Low-Overhead Recommendation

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:

  1. A Centralized Data Dictionary: Establish a single source of truth that lists all approved values for each key (e.g., a list of all valid channel values, all valid geo values, etc.). This ensures everyone uses consistent terminology and prevents variations that fragment your data.
  2. A Key-Value Pair Naming Convention: Design a concatenated naming convention that uses human-readable but standardized values in a key-value format (e.g., 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.
  3. Enforced Consistency: Implement validation rules that force users to select from approved values, eliminating typos, variations, and non-standard entries that would otherwise pollute your analytics.
  4. Automated URL Generation: Set up a system to automatically assemble the final, correctly formatted campaign name and tracking URL once all the required metadata fields have been selected.

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.

Implementation Options

To implement this taxonomy framework, you have several options:

  • Spreadsheet-based approach: Use Google Sheets or Excel with data validation dropdowns and CONCATENATE formulas. This requires no new software investment and is familiar to most marketing teams.
  • Purpose-built tools: Use a dedicated taxonomy management platform like Terminus.app that provides built-in governance, validation, and automation capabilities, eliminating manual work and reducing errors.

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