Marketing Tools File naming & UTM link generation

File Name Generator

Generates standardized names per the RTS file naming SOP. Fields marked * are required.

File Details
Codes are auto-uppercased. Spaces in descriptions convert to hyphens automatically.
Spaces → hyphens automatically. ~60 chars max.


Generated File Name
Fill in the fields above to generate a file name
Naming Convention
YYYY-MM-DD_Client_Service_Description.ext
YYYY-MM-DD_ ClientCode_ ServiceCode_ Description. ext
Rules Reminder
Hyphens in descriptions — never spaces
Extension always lowercase (.pdf not .PDF)
Add -v2, -v3 when updating existing files
Add -DRAFT for work-in-progress files
Description readable to anyone on the team
Service Code Quick Ref

UTM Link Builder

Generate trackable campaign URLs. Required fields marked *. Links save directly to the client's ClickUp doc.

Campaign Parameters
All UTM values are auto-lowercased and slugified. Tap any chip to apply it.
google facebook instagram email linkedin
cpc email organic social referral
Lowercase + hyphens. No spaces.
Paid search keywords only.
A/B test differentiator.

Generated UTM URL
Fill in the required fields above
Select a client above to enable ClickUp save
UTM Structure
https://site.com/page
?utm_source=google
&utm_medium=cpc
&utm_campaign=spring-2026
[&utm_term=keyword]
[&utm_content=variant]
UTM Best Practices
Always lowercase — GA4 is case-sensitive
Use hyphens in campaign names, never spaces
Be consistent with source/medium naming across campaigns
utm_term is for paid search keywords only
utm_content differentiates A/B ad variants
Test the link in a private window before sending
Common Source / Medium Pairs
google / cpc — Google Ads
facebook / social — Organic FB
instagram / cpc — IG paid ad
email / email — Newsletter
linkedin / social — LinkedIn