Create custom campaign checkout links
Custom campaign links help you organize traffic by source, medium, campaign, content, and term without mixing owner, affiliate, support, or upgrade links.
Use them when a launch needs its own tracked purchase path and you want readable reporting in Campaigns and Financial Overview.
When to create a custom link
| Situation | Why a custom link helps |
|---|---|
| New ad campaign or email launch | Separate reporting per channel |
| Multiple creatives in one campaign | utm_content distinguishes variants |
| Audience-specific offers | Cleaner analysis than reusing a generic link |
| Internal launch documentation | Teams know exactly which link belongs to which campaign |
| Retest after pricing change | Old links can be retired intentionally |
Custom links are for owner campaign traffic. Partners should use affiliate tracking links.
Link types to keep separate
| Link type | Use it for |
|---|---|
| Owner custom campaign link | Paid ads, email, organic tracked launches |
| Affiliate link | Partner promotions and commission attribution |
| Support-agent link | Support-led recovery or manual buyer assistance |
| Upgrade link | Existing buyers moving to another offer |
| Default product checkout link | General evergreen traffic without campaign detail |
Mixing link types is a common cause of campaign attribution gaps and affiliate disputes.
Setup workflow
- Confirm the correct business workspace.
[Screenshot: App header — correct business workspace selected.]
- Verify the product, plan, and offer are ready.
[Screenshot: Product pricing page — active plan and offer ready for link.]
- Define UTM naming conventions with the launch team.
[Screenshot: Launch doc or UTM convention table — source, medium, campaign values agreed.]
- Open the checkout links area.
[Screenshot: Checkout links page — create custom link action visible.]
- Create a custom link for the campaign.
[Screenshot: Custom link form — link type set to campaign or custom.]
- Add UTM source, medium, campaign, content, and term when needed.
[Screenshot: UTM fields filled — consistent naming per launch sheet.]
- Save and copy the link into ads, email tools, or launch docs.
[Screenshot: Saved link with copy button — URL pasted into launch doc.]
- Open the link as a buyer and confirm the correct offer appears.
[Screenshot: Live checkout from custom link — correct product and price.]
- Confirm checkout is published on that path.
[Screenshot: Checkout status Published — not draft on buyer path.]
- Run one test purchase when possible.
[Screenshot: Test checkout — payment submitted on campaign link.]
- Review Campaigns after the first tracked purchases.
[Screenshot: Campaigns report — UTM values attributed to test purchase.]
- Compare with Sales if attribution looks incomplete.
[Screenshot: Sales detail — purchase matches campaign UTM path.]
UTM planning table
| UTM field | Example | Notes |
|---|---|---|
| source | facebook, google, email | Keep values consistent across launches |
| medium | paid-social, cpc, newsletter | Helps channel reporting |
| campaign | launch-march, webinar-june | Use one name per campaign window |
| content | video-a, carousel-b | Useful for creative testing |
| term | audience or keyword | Optional, but document when used |
What to verify before sending traffic
| Check | Why it matters |
|---|---|
| UTMs follow team conventions | Prevents messy Campaigns reports |
| Link points to the intended offer | Pricing mistakes are costly during ads |
| Checkout copy matches campaign promise | Reduces refunds and disputes |
| Affiliate partners are not using this owner link | Protects commission attribution |
| Support has a separate link if needed | See short links and support tools |
| Funnel links were updated if the path changed | See broken funnel paths |
Best practices
- Create links before ads go live, not after complaints about missing attribution.
- Keep a launch sheet listing link, UTMs, offer, and owner.
- Do not reuse the same custom link across unrelated campaigns.
- Retire old links when offers are deactivated. See deactivate plans and offers.
- Validate pixels after the link path is correct.
Common mistakes
- Giving affiliates an owner campaign link.
- Changing UTMs mid-campaign without documenting the break.
- Creating a tracked link to an unpublished checkout.
- Comparing Financial Overview and Campaigns with different date ranges.
- Using support links for paid campaign traffic.
FAQ
How are custom links different from default checkout links?
Default links can sell the product without detailed campaign organization. Custom links add structured tracking for launches and reporting.
Where do I learn the full link workflow?
Why does Campaigns look empty after launch?
Start with troubleshoot campaign attribution gaps and confirm buyers used the intended link.
Should every funnel step have its own UTM link?
Usually each major campaign entry point needs a tracked link. Funnel internals still need path testing in funnels.