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Create a tracked checkout link flow

This guide walks through creating checkout links with UTM tracking for campaigns. Read checkout links and UTMs and UTM naming conventions first.

Broken UTMs cause campaign attribution gaps.

Part 1 — Create base checkout link​

  1. Confirm you are in the correct business workspace.

[Screenshot: App header — correct business workspace selected.]

  1. Open Checkout → checkout links.

[Screenshot: Checkout links list — create link action visible.]

  1. Select product, plan, and offer for the campaign.

[Screenshot: Link wizard — product, plan, and offer selected.]

  1. Create the checkout link.

[Screenshot: New checkout link — row created in links table.]

  1. Confirm checkout is published.

[Screenshot: Linked checkout — published status on builder.]

Part 2 — Add UTM parameters​

  1. Open link settings or UTM builder for the checkout URL.

[Screenshot: UTM fields — source, medium, campaign inputs visible.]

  1. Set utm_source (e.g. instagram, email, affiliate-name).

[Screenshot: utm_source — consistent source value entered.]

  1. Set utm_medium (e.g. story, bio, newsletter).

[Screenshot: utm_medium — medium value entered.]

  1. Set utm_campaign (e.g. launch-march-2026).

[Screenshot: utm_campaign — campaign slug following naming conventions.]

  1. Add utm_content or utm_term if A/B testing creatives.

[Screenshot: Optional UTMs — content or term for creative variant.]

  1. Copy the full tracked URL.

[Screenshot: Full URL copied — UTMs visible in query string.]

Part 3 — Launch and verify attribution​

  1. Paste URL in browser and confirm checkout loads with UTMs intact.

[Screenshot: Browser address bar — UTM parameters present on checkout.]

  1. Share link only in intended channel (not mixed with owner generic link).

[Screenshot: Campaign asset — tracked URL placed in ad or email.]

  1. After test purchase, open Campaigns with same date range.

[Screenshot: Campaigns — traffic or conversion for UTM campaign visible.]

  1. Cross-check sale origin in Sales for the test buyer.

[Screenshot: Sale detail — UTM or origin matches campaign link.]

  1. Fix naming before scaling traffic if attribution missing.

[Screenshot: UTM fix — corrected parameters before relaunch.]

UTM cheat sheet​

ParameterExampleAvoid
utm_sourcemeta-adsRandom spaces
utm_mediumpaid-socialChanging mid-campaign
utm_campaigncourse-launch-q1Duplicate names