Advanced Usage of Info Fields

Your internal reporting and ad platform integrations often require a strict naming taxonomy for metadata like Ad Names or Campaign IDs (e.g., Summer-Sale_CPC_Google_Partner-Acme). Manually constructing these complex identifiers for every URL is slow, repetitive, and highly prone to errors, which can break your reports.

The advanced Generated Info Field feature solves this. It lets you create a dynamic template called an "expression" that automatically combines your tracking parameters into a perfectly formatted identifier. This feature builds upon the standard functionality, so it's helpful to first understand the basics of how to create, edit, and delete Info Fields before diving into this advanced usage. 

1. The Core Concept: Expressions and Variables

A Generated Info Field is a special, read-only field whose value is automatically constructed based on a formula, or "expression," that you define. This expression uses variables to pull in data from virtually any other piece of information associated with a URL.

You can use the following variables in your expressions:

1.1. Original Destination URL:

• {{link.url.orig}}: The full original URL, e.g., https://example.com/abc/123?page=1#top
• {{link.url.base}}: The URL without query or fragment, e.g., https://example.com/abc/123
• ...and others like query, fragment, and link.id.

1.2. UTM Parameters:

• {{utm.campaign.tag}}: The campaign's text value (e.g., summer-sale).
• {{utm.campaign.id}}: The campaign's unique internal ID (e.g., 123).
• The .tag and .id variables are also available for medium, source, content, and term.

1.3. Custom Parameters:

• {{custom.parameter_name.tag}}: The custom parameter's text value. (Replace parameter_name with the name of your parameter, e.g., {{custom.sales_region.tag}})
• {{custom.parameter_name.id}}: The unique internal ID of the custom parameter's value.

1.4. Info Fields:

• {{info.field_name.tag}}: The value of another Info Field. This is especially powerful when you use a "List" type Info Field as an input, allowing you to pull from a consistent, predefined dropdown menu. To get the most out of this, you should first learn how to add values to an existing Info Field?.
• Replace field_name with the name of your other Info Field. For example:
  • {{info.ad_copy.tag}} would return the text value, e.g., Headline-Feature-Focus.
• {{info.field_name.id}}: The unique internal ID of the value in another Info Field.

2. How to Create a Generated Info Field

1. Navigate to Tools > Info Fields and click Create a New Info Field.

2. Enter a Name for your field (e.g., "Internal Ad ID") and optional Notes.
3. Check the box labeled Generated using an expression.
4. In the Expression box, build your formula using the variables above and static separators (-, _, etc.).
   • Example Expression: {{utm.campaign.tag}}-{{utm.medium.tag}}-{{utm.source.tag}}
5. Click Save.

3. How It Works in the URL Builder

Once configured, the Generated Info Field becomes a seamless part of your team's workflow.

1. In the URL Builder, your team will fill out the UTM parameters, Custom Parameters, and any "input" Info Fields as they normally would.
2. The Generated Info Field (e.g., "Internal Ad ID") will not be visible as it is read-only and will be generated automatically in real-time as the other fields are filled in.

3. When the URL is saved, the final generated value (e.g., september_promo_2025-social-twitter) is permanently stored with that URL's metadata.

4. Practical Use Cases & Examples

• Standardized Ad Names using other Info Fields:
  • Goal: Create a consistent Ad Name by combining a campaign name with an Ad Copy identifier from another Info Field.
  • Expression: {{utm.campaign.tag}}_{{info.ad_copy.tag}}
  • Resulting Value: Q4-Sale_Headline-Benefit-Focus
• Creating a Unique Database Key:
  • Goal: Create a truly unique, stable key for joining data in a BI tool, using internal IDs instead of text values.
  • Expression: {{link.id}}-{{utm.campaign.id}}
  • Resulting Value: 54321-123 (A unique ID that won't change even if the campaign name is edited).
• Extracting URL Components for Analysis:
  • Goal: Store just the query parameters of a destination URL for technical analysis.
  • Expression: {{link.url.query}}
  • Resulting Value: page=1&per_page=20

Best Practices

• Combine Tags and IDs: Use .tag variables for human-readable names. Use .id variables when you need a stable, unique key for joining data with other systems, as the ID will never change.
• Plan Your Taxonomy: Before building the expression, decide on the exact format you need for your downstream reports. A little planning goes a long way.
• Use Clear Separators: Stick to consistent separators (- or _) in your expressions. This makes the generated values easy to read for humans and easy to parse for other software.

Generated Info Fields automate the creation of your most important internal metadata. By using expressions, you can enforce a perfect taxonomy, eliminate manual errors, and ensure your data is always clean, consistent, and ready for analysis.