Tracking Email Campaigns with Visiopt

Tracking Email Campaigns with Visiopt:

This guide provides a step-by-step Standard Operating Procedure (SOP) for tracking your email campaigns using Visiopt's standard UTM tags. Follow these instructions to set up, customize, and analyze your email campaign performance effectively.

Step 1: Access the Settings Page

1. Navigate to Settings

·   Log in to your Visiopt account.

·   Go to the "Settings" page.

2. Find URL Builder and Custom Tags

·   Locate the "URL Builder and Custom Tags" option.

Step 2: Create a New Tracking URL

1. Add New URL

·   Click on "Add New URL" to initiate the URL creation process.

2. Customize Tracking URL

·   In the pop-up window, customize your tracking URL by following these steps:

Step 3: Customize UTM Parameters

1. Select Page

·   Choose the page you want to set up the tracking for.

2. Set UTM Source

·   In the "UTM Source" field, type in "email."

3. Set UTM Content

·   In the "UTM Content" field, enter the email subject or any relevant identifier.

4. Optional UTM Parameters

·   You can choose any other UTM parameters as needed. The key is to ensure you can view your email campaign results clearly.

Step 4: Save and Access Tracking URL

1. Save URL

·   Give your URL a name for future reference.

·   Click "Save URL."

2. Access URL

·   Find your tracking URL in the "Your URL" box.

·   Click "Copy" to copy the URL for use.

Step 5: Use Tracking URL in Email Campaigns

1. Incorporate URL into Emails

·   Use the tracking URL as the call-to-action link in your email campaigns.

·   Ensure the URL is placed strategically to track user engagement.

Step 6: Analyze Campaign Data

1. Set Up Behavioral Dimensions Filter

·   Use behavioral dimensions to sift through the data.

·   Click on "Add Filter."

·   Select "Tracking Tags" and choose "UTM Source."

2. Additional Filters

·   You can also choose "UTM Content" or any other tracking tags you have implemented.

3. Select Specific Emails or Subjects

·   Use the drop-down menu to select the specific emails or email subjects you want to analyze.

Conclusion

By following these steps, you will successfully set up and track your email campaigns using Visiopt. Proper link setup and the use of behavioral dimensions filters will allow you to analyze your campaign results effectively. For any additional questions, refer to Visiopt's help resources or contact support.