Link Management Templates Copy, adapt and use
Practical templates for marketing teams and link managers — UTM naming conventions, QR Code campaign checklists and link management SOPs. Each template is copy-ready, documented and designed to be shared across a team without needing to rebuild from scratch.
These templates are not generated — they are fixed reference documents built around how link management actually works in practice. Use them as a starting point, adapt the specifics to your team's workflow, and version-control the result so everyone on the team works from the same rules.
UTM Naming Convention Template
A complete UTM naming convention for marketing teams — defines case format, word separators, approved source and medium values, campaign naming rules, content naming guidelines and governance process. Includes a worked example.
View Template →QR Code Campaign Checklist
A pre-launch QR Code checklist covering size and placement, error correction, quiet zone, test scanning, destination URL status, dynamic vs static decision, and post-launch tracking setup. Use before every print run.
View Template →Link Management SOP
A standard operating procedure for link creation, naming, tagging, archiving and reporting — covers the full lifecycle from brief to retirement. Designed for teams where multiple people create and manage links.
View Template →How to use these templates
Each template is a reference document — not a tool that generates output. The right way to use them is to copy the template, adapt the specifics (approved values, naming rules, team roles) to your own organisation, and save the result in a shared location where everyone on the team can access it.
Templates only work when they are maintained. The UTM naming convention in particular needs a designated owner — someone who is responsible for updating the approved source and medium lists when new channels are added, and for enforcing consistency when discrepancies appear in the data.
If you want a tool that actively enforces naming conventions rather than just documenting them, the Campaign Naming Validator checks any UTM-tagged URL against best practices in real time.
Why link management needs written documentation
Most link management problems are not technical — they are consistency problems. A team of five people creating campaign links across six channels without a shared convention will produce data that cannot be aggregated, compared or trusted. The same campaign appears as "Summer_Sale," "summer-sale," "summer sale 2026" and "Q2 promo" across different team members' links. In GA4, these are four separate campaigns. The combined view — which is the one that matters for budget decisions — does not exist.
Written documentation solves this, but only if it is specific enough to be actionable. "Use lowercase" is a principle. "All utm_source values must be lowercase, hyphenated, from the approved list below, and reviewed quarterly" is a rule that produces consistent data. These templates are written to the second standard, not the first.
Related tools
These templates pair with Cuttly's free marketing tools — particularly the UTM Builder, the UTM Naming Convention Generator and the Campaign Naming Validator. The generator helps you define your rules; the validator checks that live links follow them; these templates document the result for the whole team.
- Templates
- All Templates →
- UTM Naming Convention
- QR Code Checklist
- Link Management SOP
- Free Tools
- UTM Builder
- UTM Naming Convention Generator
- Campaign Naming Validator
- URL Length Checker
- Related Guides
- UTM Strategy Guide
- UTM Parameters Guide
- QR Code Best Practices
- URL Shortener Checklist
- Encyclopedia
- UTM Parameters
- Campaign Tagging
- Dynamic QR Codes
- Get Started
- Create Free Account
- Plans & Pricing
URL Shortener
Cuttly simplifies link management by offering a user-friendly URL shortener that includes branded short links. Boost your brand’s growth with short, memorable, and engaging links, while seamlessly managing and tracking your links using Cuttly's versatile platform. Generate branded short links, create customizable QR codes, build link-in-bio pages, and run interactive surveys—all in one place.
Cuttly - Consistently Rated
Among Top URL Shorteners
Cuttly isn’t just another URL shortener. Our platform is trusted and recognized by top industry players like G2 and SaaSworthy. We're proud to be consistently rated as a High Performer in URL Shortening and Link Management, ensuring that our users get reliable, innovative, and high-performing tools.
