Campaign Manager

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2. Handbook
3. Marketing
4. Developer Relations
5. GitLab Community Apps
6. Campaign Manager

On this page

• Managing Campaigns
  • Overview Video
  • Features Demo Video
• Use Cases
• Setting up a new account
• Managing Teams
  • Creating a new team
  • Managing Teams
    • Adding a team member
    • Remove team member
    • Add Team admins
• Campaigns
  • Creating a new campaign
  • Updating a campaign
  • Deleting a Campaign
• Campaign Links
  • Creating a Campaign Link
  • Updating a campaign link
  • Deleting a Campaign link
• UTM Tracking
  • I don't use UTM codes, can I use Campaign Manager?
  • UTM Tracking Precedence in Campaign Manager

Managing Campaigns

Overview Video

Features Demo Video

Use Cases

• Organize and manage links of marketing campaigns and track impressions
• Manage UTM Tracking for campaign links
• Shortened URLs using the GoGitLab domain name (go.gitlab.com)
• QR Code generation with dynamic links for use on marketing assets and scan impressions

Setting up a new account

The Campaign manager uses the Google OAuth service for authentication and only supports GitLab accounts. New accounts are created automatically using Team member profile data from Google.

Data fetched from Google Accounts are:

• Full name
• Given Name
• Email
• Profile Photo
• User ID

To sign in, click on the "Log in" link in the top right corner of the home page and click on the Sign in with Google image to proceed to log in with Google after that.

Managing Teams

The Campaign manager is structured around teams of users, and a personal team is created for every user on the first login, which can be used for personal campaigns not shared with any team.

The Dashboard currently shows teams where the logged-in user is a member, and a link to create a new team.

Creating a new team

• Click on the "Create team" button to open the Create team form
• Enter the Team Name & a short description about the team
• If your team has a utm_content prefix, you can supply it here, this is optional.
• If the team has a general campaign for all campaigns, specify the utm_campaign value here for the UTM Campaign field. For example, the Community team uses the community as the default value for all UTM tracking done by programs in the team. You can override this value, by settign specific campaign values.
• Enter the UTM Budget (utm_budget) for the team, this will be the default value for all campaigns, you can override this for spcific campaigns.
• If you only want Admins of a team to create campaigns & manage campaign, enable the Only Admins can create Campaigns checkbox. When set, other members will be limited to creating campaign links.
• Click on Create team and you should be directed to the new team's page if successful.

Managing Teams

In the team page, you can update the team's data and change options set during creation. Other sections of the page are the list of the team's campaigns and Team members

Adding a team member

• Scroll to the Team member section of a team's page and click on the "Add Team Member" button
• A form will be displayed in a modal, containing a text box to provide an Email, enter the team member's email.
• Only team members that have signed in at least once can be added as team members.

Remove team member

In the list of team members, every line has a red delete icon to remove a team member.

Add Team admins

Team members can be elevated to Admin. Admins can manage the update the team's data, manage other team members, and create campaigns if it is limited to only admins.

Click on the "Make Admin" button next to a team member to elevate their privileges.

Campaigns

Creating a new campaign

• To create a new Campaign, Click on the "New Campaign" button in a Team's page.
• The Create New Campaign form modal will pop up, provide a title and description for the campaign & click Save.
• You will be redirected to the newly created campaign's page if succssful.
• An error message will be displayed in the team's page where new campaign creation is not successful

Updating a campaign

• From a Campaign's page click on the Update button and the "Update Campaign" modal will be displayed.
• You can edit the title and description provided during creation.
• The status of the campaign can be changed from "Active", which is the default, to "Archived" when the campaign is no longer running but we still want to keep its data.
• The remaining UTM fields are optional but when set, they override defaults of same fields that are set at the team level, with the exception of UTM Content, which prepends the value set at team level. Only a prefix is set for UTM Content at team level and not the full value.
• Content, Budget & Campaign correspond with utm_content, utm_budget & utm_campaign respectively.

Deleting a Campaign

• On a Campaign's page, scroll to the bottom of the page and you'll see the red "Delete Campaign"
• Deleting a Campaign is irreversible, but as a safe guard, you can only delete a campaign if doesn't have any campaign link.

Campaign Links

Creating a Campaign Link

• On a Campaign's page, scroll to the Campaign Links section and click on "Add Link"
• Specify a title that will make it easier to recognize this campaign link among others. Its recommended to describe the resource and the Medium/Source used, if you will be using UTM Tracking. This way you can use the same link before for different use.
• In the link field, enter the link you want to track
• The UTM Content field is optional, but you can use enter a value if you want this specific link to use a different utm_content value from other links in the campaign. The team's UTM Content Prefix will be prepended to the value supplied here.
• You can disable UTM Tracking during redirect, by setting the UTM Tracking Status to "Disabled", this makes the campaign link a URL shortener and UTM tracking codes are not appended to the link provided when a user visits.
• UTM Medium & Source are values corresponding to utm_medium and utm_source respectively.
• Click "Add link" and you will be directed to the newly created campaign link's page.

Updating a campaign link

• On a campaign link's page, click on "Update Link"
• The form presented is similar to "Create Campaign Link" form shared in the previous section.
• Click "Update Link" once done.

Deleting a Campaign link

• Scroll to the bottom of a Campaign link's page
• Click on the red "Delete link" button
• NB: Deleting a link also deletes impressions collected over time!!!

UTM Tracking

To learn more about UTM Tracking, visit the Marketing UTM Strategy page and for the Developer Relations, review Community Team's UTM Strategy for specific guidelines for the team.

Campaign Manager currently supports utm_campaign, utm_budget, utm_content, utm_medium and utm_source. If you use case requires other UTM codes not supported, please create a feature proposal issue in the Community Apps project.

I don't use UTM codes, can I use Campaign Manager?

Yes, to fully use Campaign Manager without UTM tracking, leave all UTM related fields empty at the Team, Campaign and Campaign link levels and disable UTM Tracking Status for all links. If you are part of team that uses UTM tracking but don't want to use it for a specific link, set UTM tracking status for the specific link to Disabled.

UTM Tracking Precedence in Campaign Manager

Getting UTM code precedence right is important to make use of them and if you have complicated use case for UTM tracking. UTM Codes set a Campaign link level takes precedence over Campaign and Team level codes and codes set at the Campaign level take precedence over team level codes. Only UTM Content prefix at the team level, doesn't follow precedence, it will be prepended to UTM Content codes set at Campaign or Campaign link levels.