How to Create, Edit, and Delete Info Fields?

Info Fields allow you to store additional information on a tracking URL that does not become part of the final link itself. For example, you can use an Info Field to track an internal "Ad Name" or "Campaign ID" associated with a URL.

This guide covers the complete process of managing Info Fields: creating them, editing their properties, and deleting them.

1. How to Create an Info Field?

Follow these steps to create a new Info Field within a project.

1. While in your project, navigate to Tools > Info Fields from the main menu.

2. Click the Create a New Info Field button.

3. Define the properties for your field:
   • Name: Enter a clear and descriptive name.
   • Required: Check this box if this field is required to be specified for each URL.
   • Notes: Add a description to help your team understand the field's purpose.

Click Save. The field will now be available in your project's URL builder.

1.2. Creating a Generated Info Field (Optional)

You can also create an Info Field whose value is automatically generated from other parameters. This is useful for creating consistent identifiers like an Ad Name.

1. In addition to the above steps, check the Generated using a expression checkbox.

2. An Expression box will appear. Define the formula using available variables.
   • Example Expression: To combine campaign, medium, source, and a custom field, you could use:

{{utm.campaign.tag}}-{{utm.medium.tag}}-{{utm.source.tag}}-{{custom.affiliate.tag}}

• This might generate a value like:

promotion-cpc-google-acme

3. Click Save.

The following variables can be used in your expressions:

• UTM Parameters:

{{utm.campaign.tag}}
{{utm.medium.tag}}
{{utm.source.tag}}
{{utm.content.tag}}
{{utm.term.tag}}

• Custom Parameters:

{{custom.<parameter_name>.tag}}

1.3. Specify Info Field when building tracking URLs

After you create your info field, it will be visible in the URL builders as another dropdown field.

2. How to Edit an Info Field

You can change an Info Field's properties at any time.

1. Navigate to Tools > Info Fields.
2. Locate the field you wish to modify and click the Edit (pencil) icon.
3. In the next screen, update the Name, Required status, Notes, or Expression.
4. Click Save to apply your updates.

3. How to Delete an Info Field

1. Navigate to Tools > Info Fields.
2. Find the field you want to remove and click the Delete (trash can) icon .

3. A confirmation prompt will appear to prevent accidental deletion.
4. To proceed, click the Delete info field button.

Best Practices

• Use the Notes Field: Add clear notes to every Info Field you create. This helps your team understand what data to enter and ensures consistency.
• Edit Before Deleting: If an Info Field contains valuable historical data, consider editing its name instead of deleting it. You can uncheck the "Required" box to make it optional for future URLs.
• Communicate With Your Team: Before deleting a shared field, confirm with your team that it is no longer in use for any active campaigns or internal reports.