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Covers Day One setup: create UTM links in Excel, replace demo fields with campaign name and URL, add the Excel add-in, log in, select the demo template, and finalize quickly. Covers Day Two enhancements: replace demo UTM tags, define custom alphanumeric, numeric, hidden value, and multi-value tags, and validate that all tags appear in the UTM link building dashboard.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/onboarding-checklist-days-one-two/240767/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/onboarding-checklist-days-one-two/240767.png","ImageObject",442,249,{"name":88,"@type":89},"Liam","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What needs to be created first in Excel for the UTM process?","Question",{"text":108,"@type":109},"Create a UTM link in Excel by typing the Campaign Name and URL in the first two columns, then add the Excel add-in to your spreadsheet.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do you replace demo UTM tags with your own?",{"text":113,"@type":109},"Replace the demo UTM tags with your values and then create custom tags as needed (alphanumeric, numeric, hidden value, or multi-value).",{"name":115,"@type":106,"acceptedAnswer":116},"How do you confirm that tags are set up correctly?",{"text":117,"@type":109},"Test your configuration so all tags appear in your UTM link building dashboard.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},240767,1791744242,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},8796095461564,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Super SIMPLE Onboarding Checklist: Build an Unbeatable Excel-based UTM Process in  \nAs Little As a Day  \nWWW.CAMPAIGNTRACKLY.COM  \nOnboarding Checklist: Days One & Two  \n Text in black-required  Text in gray-optional  \nDay One: 30 Min-to-1 Hr Max  \n1. Create a UTM Link in Excel  \n Activate your API Excel Integration here.  \n Type “Campaign Name” & “URL” in first 2 columns  Add the Excel Add-in to any Excel Spreadsheet  Login using CampaignTrackly login details  \n Select demo template and hit the button! Done!  \n2. UTM + Custom Tags  \n Replace demo UTM Tags with yours  \n Create custom alphanumeric tags (optional)  Create custom numeric tags (optional)  \n Create custom hidden value tags (optional)  Create multi-value tags (optional)  \n Test to see that all tags appear in your UTM Link building dashboard  \nDay Two: 30 Min-to-1 Hr Max  \n3. Account Setup  \n One-click: standardize tag rules:  \n - Tag capitalization, spaces, required tags  Create Categories (optional)  \n Set up your Campaign name in UTM link  \n Need Campaign Conventions? Set it up!  Document tracking and sharing process  Define data transfer needs +let us know if custom connections are needed  \n4. URL Shortener  \nCheck Ctrly shortener is connected  \nAdd pixels if needed  \nAdd vanity domain if needed  \nCheck to verify tracking links are shortened and can be changed to custom alias, geoand device targeted, and more.  \nContact:  \n[support@campaigntrackly.com](support@campaigntrackly.com)  \nWWW.CAMPAIGNTRACKLY.COM  \nOnboarding Checklist: Days Three & Four  \n Text in black-required  Text in gray-optional  \nDay Three: 30 Min-to-1 Hr Max  \n5. Tagging Templates  \n Create your own Campaign Template  \n Save and check that the Template works  Go to your Excel sheet to confirm it is there  \nDay Four: 30 Min-to-1 Hr Max  \n7. Reports  \n One-click connect to GA4 to activate campaign reports connection  \n [Click on ](Click on Ctrly.io)[Ctrly.io](Click on Ctrly.io) reports to activate Shortener reports  \n6. Template Folders  \n Create Folders for your templates  Organize and add templates to folders  \n8. Integrations  \n Zapier  \n Hootsuite  Google Sheet  SFTP  \n API (Excel Pro & Higher Plans)  \n Excel (Excel Pro & Higher Plans)  \nContact:  \n[support@campaigntrackly.com](support@campaigntrackly.com)  \nOnboarding Checklist: Days Five and Six  \nDay Five: 30 Min-to-1 Hr Max  \n9. Add us to Chrome/Edge  \n Chrome users, add our extension here  Edge users, add our extension here  \n Text in black-required  \n Text in gray-optional  \n10. Add a Team  \n Invite your team members (Pro & Higher Plans)  Copy tags to teams and members  \n Have teams build their templates  \n Manage team and member access to menus, campaign creation, and tag creation  \nDay Six: Up to 8 Hrs  \n11. Fully Automated Workflows (Enterprise plans only)  \n One-click integrations with SalesForce, Workfront, etc.  \n Fully automate campaign name creation and send to the platform you need  \n Fully automate campaign name creation and UTM link generation from the platform you need  Fully automate tag update and UTM link generation from the platform you need  \n Never login to CampaignTrackly again-operate fully from your preferred platform for full automation  \nContact:  \n[support@campaigntrackly.com](support@campaigntrackly.com)  \nWWW.CAMPAIGNTRACKLY.COM","cbCaimwxvEJ7mpWs","https://ap.wps.com/l/cbCaimwxvEJ7mpWs","pdf",5624616,"English","# Onboarding Checklist: Days One & Two\n## Day One: 30 Min-to-1 Hr Max\n## Day Two: 30 Min-to-1 Hr Max","[{\"question\":\"What needs to be created first in Excel for the UTM process?\",\"answer\":\"Create a UTM link in Excel by typing the Campaign Name and URL in the first two columns, then add the Excel add-in to your spreadsheet.\"},{\"question\":\"How do you replace demo UTM tags with your own?\",\"answer\":\"Replace the demo UTM tags with your values and then create custom tags as needed (alphanumeric, numeric, hidden value, or multi-value).\"},{\"question\":\"How do you confirm that tags are set up correctly?\",\"answer\":\"Test your configuration so all tags appear in your UTM link building dashboard.\"}]","Onboarding Checklist: Days One & Two | PDF",1789165569]