The fastest way for an agency to create bulk tracking links for client onboarding is to set up the client's workspace and templates first, then generate the whole launch link set in one bulk run. This turns days of manual link building into an hour of setup on day one. This page shows the exact setup in linkutm.
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Winning a client feels great for about a day. Then onboarding starts, and someone has to produce bulk tracking links for client onboarding across every channel the client runs. Email flows, paid social, search, affiliates, sometimes hundreds of links before the first campaign even ships.
Most teams do this by hand. An account manager copies the old client's spreadsheet, renames columns, and starts pasting URLs. It takes days, it delays the first launch, and the new client's first impression of your agency is a week of silence.
Worse, the rushed version creates debt. Links built before conventions were agreed get tagged inconsistently, and those early links keep polluting reports for months. Onboarding is exactly when the tracking foundation should be poured, and exactly when nobody has time to pour it.
New client setup, by hand versus with a workspace recipe
| Task | By hand | With linkutm |
|---|---|---|
| Agree naming conventions | Scattered emails | Naming rules, set once |
| Build launch links | 2-3 days of pasting | One bulk run |
| Give team access | Shared spreadsheet | Roles per member |
Before any links exist, create a workspace named after the client. This is the container for everything that follows: links, templates, naming rules, and analytics, all scoped to this one account.
Doing this first matters more than it looks. Every link built inside the workspace inherits its rules, while every link built before it exists lives outside the system forever.
Ten minutes into onboarding, you have a clean, empty client account ready to receive the whole setup. The rest of this recipe fills it in the right order.
Agree the conventions with the client in the kickoff call, then write them into the workspace as naming rules. Lock the allowed values for utm_source and utm_medium and force lowercase everywhere.
Onboarding is the one moment when no links exist yet, which means rules set now protect 100 percent of the client's history. The same rules added in month three protect only what comes after.
From the first link onward, every parameter follows the agreed convention without anyone policing it.
During kickoff you learn what the client runs every month. A weekly newsletter, an ongoing search campaign, a promo cycle. Save each one as a template with source, medium, and the campaign naming pattern prefilled.
Templates are the recipe cards for this account. Any team member assigned to the client later builds correct links from day one, without reading an onboarding doc.
If you want to test a parameter set first, the free UTM builder tool works without an account, so you can settle the pattern before saving it as a template.
Now the payoff. Collect the destination URLs for the client's launch: landing pages, product pages, email targets. Feed the list into bulk generation and create the entire tagged link set in one pass, each link built from the right template.
What used to be two or three days of pasting becomes a single run. Two hundred links, all consistent, all saved to the workspace with history attached.
The client's first campaign can ship in week one, with tracking that is already cleaner than their last agency ever managed.
Finish by inviting the people who will run the account. Account managers get editor access so they can build and edit links. The client's own contact can get a viewer seat to watch results without changing anything.
Access lives at the workspace level, so a person joining this client sees only this client. When someone rotates off the account, you remove one membership instead of changing shared passwords.
Onboarding ends with a workspace that is fully staffed, fully ruled, and already holding the launch links.
One link from a new client's launch batch
| Parameter | Value |
|---|---|
| utm_source | |
| utm_medium | cpc |
| utm_campaign | launch_week_2026 |
| utm_content | sitelink_pricing |
Order does the heavy lifting. Workspace, then rules, then templates, then bulk links means every link ever created for this client is born inside the system, not imported into it later.
Bulk generation makes setup time flat. Onboarding a client with 300 links takes barely longer than one with 30, because the effort is in the list, not the links.
Rules set at onboarding protect the entire account history, since no earlier, messier links exist to clean up.
Role-based access turns team changes into a one-click membership edit, so the account survives staff rotation without losing its link history.
Building a few urgent links before the workspace exists. Those orphan links skip the naming rules and haunt the client's reports for months.
Copying an old client's spreadsheet as the starting point. It imports the previous client's conventions, and their mistakes, into a fresh account.
Running the bulk batch before checking one sample link end to end. A wrong template value multiplies across every link in the run.
Skipping role setup because the team is small. The day someone leaves mid-campaign, a proper roles setup is the difference between one click and a password fire drill.
With a workspace recipe, about an hour. Create the workspace, set naming rules, save templates, then bulk generate the launch links. The manual version of the same work usually takes two to three days.
Enough to cover a full client launch. Feed bulk generation a list of destination URLs and variations, and it builds the whole tagged set in one pass, all following the same template.
Before, always. Rules only apply to links created after them, so setting rules during onboarding protects the client's entire history. Adding them later leaves the early links inconsistent for good.
Yes, the recipe repeats: workspace, naming rules, templates, bulk run, roles. The values change per client, but the sequence stays the same, which is what makes onboarding predictable.
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