Understanding: How to map UTMs in Dreamdata
In this help doc, we'll explain how Dreamdata's UTM mapping UI works, and how you should treat the rules input.
Dreamdata provides a tool for mapping UTM parameters and referrer information into Channel, Source. These mappings are known as rules and they will be applied to every session.
Check out the first one about Sources, Channels, and Events here, and the second one about Dreamdata's mapping rules here.
Rule Priority
The rule priority is what determines which rule to apply when multiple rules could apply. You specify priority by dragging individual rules up or down in the list of rules. Rules at the top of the list take priority over rules further down the list.
Rule Input: Event, UTM Source, UTM Medium, UTM Campaign, URL, Referrer.
In addition to priority, each rule is made up of six input fields: Event, UTM Source, UTM Medium, UTM Campaign, URL, and Referrer. Note that Event in this context means a tracking event.
For each input you can use '%' as a wildcard. For instance '%' means match anything 'face%' means match anything that starts with 'face'. 'Facebook' means match exactly 'Facebook'. Matching is case sensitive.
Rule Output: Channel, Source
On the right side of each rule is the output section, and it is made up of two fields: Channel and Source. Channel is used to describe the main lead channel, e.g. Paid or Organic and Source is used to describe the entity that sent the user e.g. Google.
You an either set the a value for the the field directly e.g. 'Paid', or you can pass the value of the utm_source parameter by using '[source]'.
Updating Data Models
When you modify the UTM mapping table it will impact your model the next time we build the data models, which happens within 12 to 24 hours based on your plan.