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Create Tracking Links

Apply your UTM rules to form submissions and email the result

Use this Agent instantly or customize it - no programming needed

Create a tracking link from a form request
Reads
  • Destination URL
  • Channel
  • Campaign name
  • Requester email
  • Request ID
  • Link naming rules
Campaign link form
Is the destination missing, invalid, or carrying conflicting UTM tags?YesNo
Save the corrections and status; email the requester and flag failed delivery
Writes
  • Corrections needed
  • Request status
  • Email delivery status
Is the channel or campaign name missing or outside your rules?YesNo
Save the corrections and status; email the requester and flag failed delivery
Writes
  • Corrections needed
  • Request status
  • Email delivery status
Build and save the link; email the requester and flag failed delivery
Writes
  • Tracking link
  • Request status
  • Email delivery status

This Agent starts when someone submits your campaign link form. It checks the URL and campaign details against your rules. It saves and emails a tracking link or a list of corrections.

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monday.com
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Zoom
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Cognito Forms
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Formstack
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Made for your industry

Create Tracking Links is made for businesses in these industries.

Made for your role

Create Tracking Links is made for people in these roles.

Made for your department

Create Tracking Links is made for people in these departments.

How Create Tracking Links works

4 steps, in order, on every run.

  1. Check the requestRead the form answers. Check the destination URL and compare the channel and campaign name with your rules.
  2. Build the tracking linkApply your channel mapping and campaign naming rules. Add encoded UTM tags without changing the destination's other URL details.
  3. Save the resultSave the tagged URL and ready status on the submission. Record a needs-details note instead when an answer is missing or unclear.
  4. Email the requesterEmail the finished link or a specific correction list to the requester. Mark delivery as failed for review if the email fails.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com, Zoom or Cognito Forms.

4 tools
Set your rules
  • Create a campaign link form with destination URL, channel, campaign name, and requester email fields; make the email field required.
  • Provide the allowed channel-to-UTM source and medium mapping, the campaign naming pattern, and any allowed extra UTM fields.
  • Set up fields on the submission for the tagged URL, status, and missing-details note, plus an email response to the address on the form.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Create Tracking Links:

What do I need to set up before creating tracking links?

You set up the form and choose your UTM rules. Add a required email field and space to save the result.

What happens when a form answer is missing or unclear?

The requester gets a specific correction list by email. You can also see the needed fixes on the submission.

Can I submit a URL that already has UTM tags?

Yes, if the existing UTM values do not conflict with your rules. Conflicts prompt a correction request instead of a link.

What happens if the response email fails?

You can review the saved link or correction list on the submission. The Agent marks delivery as failed for a marketer to review.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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