Illustration for Analytics & reporting marketing skills
Analytics & reporting skill · v0.2.0

Tracking & UTM setup skill

Measurement that works: GA4 and Tag Manager events, conversions, UTM conventions and server-side tracking.

Free · MIT licence · Copy needs a free sign-in

Category
Analytics & reporting
Works with
Claude, Codex, Cursor, any agent
Format
SKILL.md · 2,351 words
Version
v0.2.0
Price
Free · MIT

The Tracking & UTM setup skill file

cmo-tracking-setup/SKILL.md2,351 words · MIT
---
name: cmo-tracking-setup
description: Measurement that works: GA4 and Tag Manager events, conversions, UTM conventions and server-side tracking.
---

Build measurement that answers business questions: which actions matter, how they are named, how they reach GA4 and the ad platforms exactly once, how campaigns are tagged, and how it all respects consent. The deliverable is a tracking plan plus tested setup steps, not a pile of tags.

When to use

  • New site or relaunch; first paid campaigns; "set up GA4", "tracking plan", "Tag Manager", "UTMs".
  • "Conversions don't match", "events not firing", "paid traffic shows as direct", "do we need server-side tracking?".
  • Not for: choosing an attribution model or reconciling channel credit (cmo-attribution), analysing results (cmo-campaign-analytics) or the full campaign build and launch checklist (cmo-ads-launch).
Sign in to see, copy and download the whole skillIt's free. Copying also upvotes and saves it, so you'll find it again under Saved.
Preview: the workflow, output, example, quality bar and guardrails unlock when you sign in.

Adapts open work by alirezarezvani/claude-skills (MIT), irinabuht12-oss/marketing-skills (none), AgriciDaniel/claude-ads (MIT), umami-software/umami (MIT), PostHog/posthog (MIT), snowplow/snowplow (Apache-2.0), calcom/cal.diy (MIT), electerious/Ackee (MIT), benvinegar/counterscale (MIT), milesmcc/shynet (Apache-2.0), matomo-org/matomo (GPL-3.0-or-later), plausible/analytics (AGPL-3.0), Countly/countly-server (Countly Lite License (AGPL-3.0 modified)), frappe/erpnext (GPL-3.0).

Everyday usage

How people use Tracking & UTM setup day to day

Ask in plain words. The agent picks this skill, asks for anything it needs and hands back the result. Words in a highlight are yours to change.

Most common · also on the Analytics & reporting page

Set up tracking properly

GA4 and Tag Manager events, conversions and UTM rules that don't break.

Ask your agentSet up GA4 conversion tracking for my contact form and bookings.
  • A tracking plan: events, parameters, triggers, conversions and owners
  • GA4, Tag Manager and ad-platform conversion setup steps, with a test script
  • A UTM convention and link builder sheet; a server-side tracking recommendation
  • Channel grouping rules, including an AI assistants channel

More things to ask

  • Set up GA4 tracking
  • Build a tracking plan
  • Are my conversions firing?
  • Create UTM links for this campaign
  • Google Ads and GA4 show different conversions
  • Should we use server-side tracking or the Conversions API?
How it works

From input to output

  1. 1You give it
    • Business goals and the actions that count as conversions (and their values)
    • Site stack (WordPress, Shopify, Webflow, custom app), tag setup and consent tool
    • Platforms in use: GA4, Tag Manager, Google Ads, Meta, LinkedIn, CRM
    • Regions served (for consent rules)
  2. 2It works through the method
    • Asks what's missing, one question at a time
    • Follows the workflow step by step
    • Checks the result against its quality bar and guardrails
  3. 3You get
    • A tracking plan: events, parameters, triggers, conversions and owners
    • GA4, Tag Manager and ad-platform conversion setup steps, with a test script
    • A UTM convention and link builder sheet; a server-side tracking recommendation
    • Channel grouping rules, including an AI assistants channel
Why a skill

The skill against the alternatives

Do it yourselfHire helpTracking & UTM setup skill
CostYour own timeAgency or freelancer feesFree, MIT licence
Time to a first resultHours, every timeDays to weeks, plus revisionsMinutes, in your agent
ConsistencyDepends on remembering every stepAs long as the retainer lastsSame steps and checks every run
The methodIn your headTheir process, often hiddenWritten down: read it, change it
Who does the workYou, from scratchSomeone learning your businessYour agent, following the skill
FAQ

Questions about the Tracking & UTM setup skill

What it does, what it needs and how to use it with your agent.

Still not sure?Try it free on your own website and see the first posts before you decide.
Start free
What is the Tracking & UTM setup skill?

Measurement that works: GA4 and Tag Manager events, conversions, UTM conventions and server-side tracking.

It's one of cmo.so's open Analytics & reporting skills: a SKILL.md file that tells an AI agent when to use it, what to ask you first, the steps to follow, the checks to pass and what to hand back, so the job is done the same careful way every time.

When should I use it?

Reach for it when you'd otherwise say something like “Set up GA4 tracking”, “Build a tracking plan”, “Are my conversions firing?”. Your agent reads the skill's description and picks it for requests like these, so you don't need to name it.

If a request is close but not quite right, the skill says so and points to the related skill that fits better, instead of forcing a poor answer.

What do I need to give it?

It works best with business goals and the actions that count as conversions (and their values); site stack (WordPress, Shopify, Webflow, custom app), tag setup and consent tool; platforms in use: GA4, Tag Manager, Google Ads, Meta, LinkedIn, CRM; and regions served (for consent rules).

You don't have to prepare everything up front. The skill asks for missing pieces one at a time and says plainly when it's working from an assumption instead of your data.

What do I get back?

You get a tracking plan: events, parameters, triggers, conversions and owners; gA4, Tag Manager and ad-platform conversion setup steps, with a test script; a UTM convention and link builder sheet; a server-side tracking recommendation; and channel grouping rules, including an AI assistants channel.

Every result comes from a written method with a quality bar, so numbers name their source, claims are checked and the output is ready to use or share rather than a rough draft.

Is it free?

Yes. The skill is open source under the MIT licence, so you can use it, change it and share it, including for client work.

Seeing, copying and downloading the whole file on cmo.so needs a free sign-in. Copying also upvotes and saves it, so you can find it again under Saved on the skills page.

Which AI agents can use it?

Claude Code installs it from the cmo.so marketplace. Any agent that reads SKILL.md folders, such as Codex or Cursor, can use it once the folder is in its skills directory.

You can also paste the copied skill into ChatGPT, Claude or any assistant at the start of a conversation and ask it to follow the skill.

How do I install it?

In Claude Code, run /plugin marketplace add AI-Marketing-OS-LTD/cmo-so-skills, then /plugin install cmo-so-analytics@cmo-so. That installs this skill together with the rest of the Analytics & reporting group.

For other agents, sign in, press Copy or Download above and put the file in your agent's skills folder as SKILL.md inside a folder named after the skill.

Do I need a cmo.so account to use it?

No. The skill works on its own with whatever your agent can already see and do: your files, the pages you share and the data you paste in.

A free cmo.so account only matters if you also want Maggie to plan, write and publish your marketing every day.

Which skills work well with it?

It pairs well with Attribution; and Campaign setup & launch. The agent can hand over from one to the next in the same conversation, for example research first, then the plan, then the writing.

Each of them has its own page with what it needs and what it returns, linked below.

Can I change it to fit my business?

Yes. It's a plain Markdown file, so you can edit the steps, add your own checks and examples, and keep your version in your own repo. The MIT licence allows it.

If your change would help others too, suggest it on the skills page or open a pull request on GitHub, and it may be folded into the library for everyone.

Where does the method come from?

It's written by cmo.so and adapts open work by others, credited on this page: alirezarezvani/claude-skills (MIT); irinabuht12-oss/marketing-skills (none); and AgriciDaniel/claude-ads (MIT).

Only permissively licensed work is adapted; copyleft repos are used for ideas only and repos without a licence aren't used at all.

Is my data sent to cmo.so when the agent uses it?

No. The skill only guides your own agent; your files, documents and data stay wherever your agent and its tools keep them.

cmo.so only sees what you connect to cmo.so. Your votes and saves on this page are stored against your cmo.so sign-in.

Ready when you are!

Rather have Maggie do it for you?

Enter your website. Maggie uses the same playbooks to plan, write and publish your marketing every day.

  • Free plan, no card needed
  • You decide what goes out
  • Cancel any time

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