Campaign Links
What this page is — the Campaign Links tab of the Marketing pages screen: a small builder that turns one of your published pages into a link tagged with a channel and a campaign name.
What it is for — sharing a different link in each place you advertise, so that every lead and form submission that comes back says which post, ad or message brought it.
The problem it solves — the same page shared on Facebook, in an email and in a WhatsApp broadcast
produces leads that all look alike. Without a tagged link there is no way to tell which of the three
earned them, and typing the tags by hand is how Facebook, facebook and fb end up as three
different channels.
Route: /org/marketing/pages?view=campaign-links · Permission to see the tab: Open the Campaign Links builder.
· Permission to copy: Generate tagged campaign links.
1. What a campaign link is
A campaign link is the ordinary address of a published page with a few labels added to the end. The page opens exactly as before. The labels ride along, and Pulse reads them when the visitor submits a form.
| Plain page address | Campaign link | |
|---|---|---|
| Opens | The page | The same page |
| Says where the visitor came from | No | Yes: channel, medium, campaign, and an optional content tag |
| What a lead shows afterwards | Direct / unknown | For example facebook (social) and diwali-sale-2026 |
| Stored in Optima Orbit | — | No. The link is built on screen and kept nowhere |
What happens after somebody opens the link is covered in How campaign tracking works.
2. Where it lives
Campaign Links is the second tab of the Marketing pages screen, which belongs to the Manage Marketing Pages module.
- Open the header settings menu and choose Experience Manager.
- Under Project, open Marketing, then Pages.
- Select the Campaign Links tab, next to Pages.
There are three shorter ways to the same tab.
| From | Do this | Needs |
|---|---|---|
| Quick Create, the plus icon in the header | Choose New campaign link. Typing campaign in Search actions… narrows the list to it | Generate tagged campaign links. |
| The search in the header | Search for Campaign Links, listed under Orbit Pulse | Open the Campaign Links builder. |
| The address bar | Open /org/marketing/pages?view=campaign-links | Open the Campaign Links builder. |
The tab is part of the address. Selecting Campaign Links adds view=campaign-links to it, and
selecting Pages removes it again, so a refresh keeps you on the tab you were on and the address can
be bookmarked or sent to a colleague.
The builder works on the project selected in the project selector. Its list of pages is that project's pages.
A user without Open the Campaign Links builder. sees the Marketing pages screen with no tabs at all, only the list of pages.
3. Build a link, step by step
| # | Step | What you see |
|---|---|---|
| 1 | Choose the Destination page | The page's address appears under the field |
| 2 | Choose the Channel | Source: facebook · Medium: social appears under the field |
| 3 | Type the Campaign name | Campaign tag: diwali-sale-2026 appears under the field |
| 4 | Optionally type a Content tag | Content tag: story-banner appears under the field |
| 5 | Read the Campaign link | The link appears as soon as steps 1 to 3 are complete |
| 6 | Press Copy link | A confirmation reads Link copied |
Until the required fields are filled, a blue line says what is missing, for example Add a destination page and a campaign name to generate the link.
Paste the link wherever you are advertising. Build a fresh link for each place: same destination and campaign, different channel.
4. Field reference
| Field | Control | Required | Validation | Where the values come from |
|---|---|---|---|---|
| Destination page | Drop-down list | Yes | Must be chosen | The selected project's published marketing pages. See below |
| Channel | Drop-down list | Yes | Starts on Facebook | A fixed list of nine. See section 5 |
| Channel name | Text field | Yes, when Channel is Other | Up to 100 characters. Must contain at least one letter or digit | Typed. Example shown in the field: e.g. Partner newsletter |
| Campaign name | Text field | Yes | Up to 100 characters. Must contain at least one letter or digit | Typed. Example shown in the field: e.g. Diwali Sale |
| Content tag (optional) | Text field | No | Up to 100 characters | Typed. Example shown in the field: e.g. Story banner |
| Campaign link | Read-only text | — | — | Built from the fields above. Clicking into it selects the whole link |
Which pages are offered as a destination
The list holds every page of the project that a visitor can open at a fixed address:
- the project's landing page, shown as project name (Landing page), when it has content;
- each published and enabled marketing page, including custom pages.
Each entry shows the page name and, under it, the address.
Not offered: a page that is still a draft, a page that is switched off, and a page whose address has a variable part, such as a single blog post.
If the project has nothing published, the builder is replaced by the message No published marketing pages yet. Publish a page on the Pages tab, then come back to create a campaign link for it.
How a name becomes a tag
You type names the way you would say them. The builder turns each one into a tag that is safe inside a link, and shows you the result under the field.
| Rule | Example |
|---|---|
| Capitals become lower case | Diwali Sale → diwali-sale |
| Spaces and punctuation become a single hyphen | Diwali Sale 2026! → diwali-sale-2026 |
| Hyphens at the start and end are dropped | — Summer — → summer |
| Accented letters are kept | Été 2026 → été-2026 |
The same rule applies to Campaign name, Content tag and, for the Other channel, Channel name. Before you type, the Campaign name field reads Saved in lowercase with hyphens, e.g. diwali-sale.
Diwali Sale and Diwali Offer become two different campaigns. The tag under the field is what your
leads will show, so read it out to the team and use the same words everywhere.
5. Channels and what they write
Choosing a channel sets two tags at once: the source, which names the place, and the medium, which names the kind of place.
| Channel | Source | Medium |
|---|---|---|
facebook | social | |
instagram | social | |
whatsapp | messaging | |
google | cpc | |
email | email | |
linkedin | social | |
| X | x | social |
| YouTube | youtube | video |
| Other | The Channel name you type, as a tag | referral |
The medium cannot be changed in the builder. Google is always cpc, the usual label for paid
search; for a link in an unpaid Google listing, use Other and name the channel yourself.
6. What the link contains
The finished link is the destination address followed by the tags.
| Part of the link | Comes from | Always present |
|---|---|---|
utm_source | Channel, or Channel name for Other | Yes |
utm_medium | Channel | Yes |
utm_campaign | Campaign name | Yes |
utm_content | Content tag | Only if you typed one |
These four names are the de facto standard for campaign links, so analytics tools outside Optima Orbit read them too. If the destination address already carries other parameters, they are kept.
Nothing is saved
The builder keeps no list of the links you made. Leaving the tab, or refreshing the page, empties the fields. That is safe, because a link is only its inputs: the same destination, channel and names always produce the same link, so you can rebuild one at any time.
It also means Pulse cannot tell you which links exist. Keep your own note of the campaign names in use.
7. Who can do what
| Permission | Gives |
|---|---|
| Open Page Managenet module | The Marketing pages screen itself |
| Open the Campaign Links builder. | The Pages / Campaign Links tab bar and the builder |
| Generate tagged campaign links. | The Copy link button |
A user with the builder and without the copy permission can fill in the fields and read the finished link, and has no Copy link button.
| Role template | Sees the builder | Has Copy link |
|---|---|---|
| Orbit Pulse Viewer | Yes | No |
| Orbit Pulse Member | Yes | Yes |
| Orbit Pulse Administrator | Yes | Yes |
8. Why you would use it
The builder takes the guesswork out of "where do our leads come from". A link takes half a minute to make, and from then on every lead it brings carries its channel and campaign on the record, with nobody asking the customer "how did you hear about us?".
It also keeps the labels clean. Because the channel comes from a list and the campaign name is tidied the same way every time, two people building links for the same campaign produce the same tags. That is what makes the numbers add up later.
9. Worked example
A homeware shop is running a Diwali sale and will advertise it in three places.
- The marketer opens Campaign Links with the shop's project selected.
- Destination page: Homeware (Landing page). Under the field:
https://shop.example.com/public/landing/homeware. - Channel: Facebook. Under the field: Source: facebook · Medium: social.
- Campaign name:
Diwali Sale 2026!. Under the field: Campaign tag: diwali-sale-2026. - Content tag:
Story banner. Under the field: Content tag: story-banner. - The Campaign link reads
https://shop.example.com/public/landing/homeware?utm_source=facebook&utm_medium=social&utm_campaign=diwali-sale-2026&utm_content=story-banner. She presses Copy link and pastes it into the Facebook story. - She changes Channel to WhatsApp and clears the content tag. The link now carries
utm_source=whatsapp&utm_medium=messaging. She copies it into the broadcast message. - She changes Channel to Other, types
Partner newsletteras the Channel name, and copies a third link, carryingutm_source=partner-newsletter&utm_medium=referral.
A week later, leads from the sale show facebook (social), whatsapp (messaging) or partner-newsletter (referral) as their source channel, all with the campaign diwali-sale-2026.
10. Before this works — what an administrator sets up
| Needed | Without it |
|---|---|
| Orbit Pulse in the organisation's plan | The Marketing pages screen is not available |
| At least one published marketing page, or a landing page with content | The builder shows No published marketing pages yet… |
| A form on that page, with lead creation switched on | Visitors arrive tagged and nothing records it. See How campaign tracking works |
| Open the Campaign Links builder. | No tab bar on the Marketing pages screen |
| Generate tagged campaign links. | No Copy link button |
11. Don't confuse this with…
| This | Is not | Because |
|---|---|---|
| The Campaign Links tab | The Pages tab beside it | Pages is where marketing pages are created and published. See Project surfaces and editors |
| A campaign in a link | An outbound calling campaign in Orbit Vox | A campaign here is only a name inside a link. Nothing is scheduled or sent |
| Channel | A lead source | Lead sources are a list you configure for the Source picker on a lead. The channel is a tag carried by a link |
| Copy public URL on the Pages tab | Copy link | The first copies the plain address. The second copies the tagged one |
| Campaign Links | A feature of Orbit Growth | The builder belongs to Orbit Pulse and works without Growth |
12. Troubleshooting
| Symptom | Cause |
|---|---|
| There is no Campaign Links tab | Your role lacks Open the Campaign Links builder. |
| The link appears and there is no Copy link button | Your role lacks Generate tagged campaign links. |
| Could not copy the link — select it and copy manually. | The browser refused access to the clipboard. Click into the link, which selects it, and copy it yourself |
| The page you want is not in Destination page | It is a draft, it is switched off, or its address has a variable part |
| The blue line keeps asking for a campaign name | The name contains no letters or digits, so its tag is empty |
| The fields are empty after you came back to the tab, or after a refresh | The address remembers the tab, not what you typed. Fill it in again; the same inputs give the same link |
| New campaign link is missing from Quick Create | Your role lacks Generate tagged campaign links. The builder itself only needs the view permission |
| Leads from the link show Direct / unknown | See the troubleshooting table of How campaign tracking works |
13. Related
| What happens after the link is opened | How campaign tracking works |
| Where the tags show on a lead | The lead record |
| Creating and publishing the pages | Project surfaces and editors |