How to Configure General Project Settings?

This article guides you through the General Project Settings page. These settings control the core rules, default behaviors, and formatting for all tracking URLs created within a specific project. Properly configuring these settings is key to maintaining clean and consistent data.

Accessing General Project Settings

To get started, open the project you wish to configure. Navigate to Settings in the main navigation, then choose General from the left menu bar. Here you will find all the general settings for the selected project.

Basic Project & Formatting Rules

These settings cover your project's identity and the basic rules for how your URL parameters will be formatted.

Project Name 

This is the display name for your project throughout the application.

Space Character 

Enter a character (like _ or -) to automatically replace any spaces found in your UTM and custom parameter values. Leave this blank if you want to keep spaces in your values.

Prohibited Characters 

Enter any characters (like & or ?) that you want to prevent users from including in parameter values. This helps avoid tracking errors.

Force all campaigns parameters to lowercase 

Enable this to automatically convert all parameter values to lowercase. This is highly recommended for maintaining data consistency, ensuring that values like Facebook and facebook are treated as the same source.

UTM Parameter Configuration

This section allows you to manage the standard UTM parameters for your project.

Enable UTM parameters 

This is the master switch for UTM tracking in the project. You should only uncheck this if you are certain you do not need to use UTM parameters.

UTM Parameters Table

The table below allows you to customize the five standard UTM parameters.

• In the Required? column, you can check which parameters are mandatory for creating a tracking URL.
• In the Max. # of characters column, you can set a character limit for each parameter's value.
• In the Description column, you can add your own help text to guide your team.

Advanced Settings

These settings provide fine-grained control over your project's behavior.

Preserved Characters 

Use this to protect dynamic tracking parameters from being URL-encoded. For example, add { and } here to ensure a parameter like {keyword} remains intact instead of being converted to %7Bkeyword%7D.

Monitor destination URLs 

When enabled, the system will automatically verify that your destination URLs are live and reachable, helping you catch broken links. To learn more, read the article about monitoring destination URLs.

Force conventions 

When enabled, users must select a pre-defined Convention to create any tracking URL. This is a powerful feature for enforcing strict data governance and consistency across teams.

Allow duplicate fully tagged URLs 

By default, the system prevents the creation of two identical tracking URLs in the same project. Enable this option only if you need to create duplicates that have different internal metadata (e.g., different values in Info Fields).

Allow bulk operations for URLs created using conventions in Field Mode 

Performing bulk actions (like editing or deleting) on URLs created using Field Mode can be error-prone. Only enable this if you understand the risks and need to perform these operations.

Show social sharing buttons for all the URLs 

If this is enabled, social sharing icons will appear for all links in the project. If disabled, they will only appear for links that seem to be for social media (e.g., have social or twitter in the name).

Use email title as UTM campaign name 

A time-saver for email marketing. When enabled, the utm_campaign value will be automatically pre-filled with the email's subject line.

Detect and auto-populate UTM Content in emails 

When enabled, the system will automatically populate the utm_content parameter for each unique link it finds in your tracked emails.

Disable shortening 

Check this box if you do not want to generate short URLs for this project. The full, tagged URL will be the only version available.

Prefer HTTPs protocol in destination URLs 

If a destination URL is entered without http:// or https://, this setting will automatically add https:// as the default.

Default Project Navigation 

Choose which screen you want to land on by default when you open this project (e.g., Campaigns, Links). This can help streamline your personal workflow. To learn more, see our guide on How to Change the Default Project Navigation Settings.

Link to Internal Documentation and Link Text 

Use these two fields to add a custom link to your own internal wiki or documentation. The link will appear in the project's navigation bar, making it easy for your team to access your company's guidelines. For details on linking to internal documentation, check out this article.

Best Practices

• Consistency is Key: Use settings like Force all campaigns parameters to lowercase, Space Character, and Prohibited Characters to establish a strong, clean foundation for your data from the start.
• Maximize Governance: For teams, enabling Force conventions is the single most effective way to ensure all tracking URLs adhere to your company's standards.