How to use the UTM Override Tool

To track revenue, we join conversion data from Google Analytics with transaction data sourced directly from your e-commerce system using transaction_ID. Digital channels tend to overstate conversions and revenue, which is why SoundCommerce relies on Google Analytics’ last click attribution model to provide credit for conversions. This enables us to accurately report revenue by campaign, source, and medium based on referral link UTM parameters (example referral link: "www.yourwebsite.com?utm_source=google&utm_medium=cpc")

To track ROAS, we ingest adspend data from digital channels directly and join with transaction data from Google Analytics. This SQL join relies on campaign ID, campaign name, source name, or medium name (depending on what information is available via UTM parameters).

Oftentimes, source, medium, and campaign names are not set up to aggregate in a manner that would make sense to business users. In addition, source, medium, or campaign names may differ slightly between systems (for example, Google and Facebook). The UTM override tool enables users to override source, medium, and campaign names sourced from Google Analytics and Digital Channels. Overrides will affect how revenue, spend, and other performance metrics are aggregated by SoundCommerce and displayed in dashboards.

Navigating to the UTM Override:

Simply log in to the SoundCommerce Retail Application and select UTM Override from the left navigation pane.

Column Names & Definitions:

Column Name	Column Definition
Source Original	Source Name From UTM Tag
Source Override	Source name override input by user
Medium Original	Medium name from UTM tag
Medium Override	Medium name override input by user
Campaign Name	Campaign name from UTM tag
Campaign Override	Campaign override input by user
Campaign ID	Campaign ID from UTM tag
Count	Count of ingested records
Percent	Count of ingested records / total ingested records
Revenue	Aggregate revenue for a specific source / medium or campaign name
Spend	Aggregate spend for a specific source / medium or campaign name

Adding Overrides:

Step 1: Choose Override Type

The UTM Override tool allows two distinct types of overrides:

Source and Medium Name
Campaign Name

Users can select which type of override they would like to make by selecting one of the two tabs at the top of the screen. In the Source / Medium tab, each row will include a Source / Medium combination that has been ingested from order or adspend data. In the Campaign tab, each row will include a Campaign name that has been ingested from order or adspend data.

Step 2: Filtering

In order to identify a specific source, medium, or campaign and add an override, users can simply page through the list of records, or take advantage of filtering and sorting capabilities.

Users can leverage the filter to search by name. Please note that this filter will search each text column (source original, medium original, source override, and medium override).

Results can also be sorted by any column. Text columns can be sorted by alphabetical or reverse alphabetical order, while numerical columns are ascending or descending. Simply click a column header to sort. Default order is based on the Count column.

Order Date: Users can leverage the date filters to update aggregations for Count, Percent, Revenue, and Spend. For example, the date selection below will include attributed orders and ad spend from only the month of September. The default date range will include all ingested records.

Step 3: Adding an Override

In order to add an override, double click any cell within the Source Override, Medium Override, or Campaign Override column. Type the override you wish to add then either click enter or click out of the cell. Overrides will be saved automatically but will take approximately fifteen minutes to be reflected in SoundCommerce dashboards or Direct Access queries.

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Table of Contents:

Why do I need this tool:

Navigating to the UTM Override:

Column Names & Definitions:

Adding Overrides:

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