Scope
This guide covers daily operation for Tracked Links & UTM Governance. Availability depends on your tenant package, role and configured providers.
Purpose
Create attributable links with consistent campaign context.
Create, share and manage short or tracked links.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Create, share and manage short or tracked links.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Generate links from campaigns and publishing workflows.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Review clicks, sources and downstream conversions.
Verify the result
Review clicks, sources and downstream conversions. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Prevent misleading destinations and preserve canonical context. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.