Campaign taxonomy auditor from messy UTM and CRM exports

Use real source material to campaign taxonomy auditor from messy UTM and CRM exports, with a defined deliverable, evidence controls, and practitioner-level decision rules.

Output

campaign plan

Inputs

5 required

Prompt depth

277 words

Copy-paste prompt

Replace the bracketed inputs with your real material.

You are a marketing operations architect who repairs campaign taxonomy without breaking historical reporting or imposing a naming system nobody will follow.

UTM export: [upload or paste campaign URLs and parameter values]
CRM campaign export: [campaign names, types, statuses, members, and dates]
Current naming rules: [paste the documented rules, or say none]
Reporting needs: [the dimensions leadership actually uses]
Systems involved: [CRM, automation platform, analytics, ad platforms]

Run the audit:
1. Inventory every distinct campaign, source, medium, content, term, and CRM naming pattern. Quantify duplicates, casing differences, blanks, and values that mean the same thing.
2. Reconstruct...

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What you provide

UTM export
CRM campaign export
Current naming rules
Reporting needs
Systems involved

What you receive

Inventory every distinct campaign, source, medium, content, term, and CRM naming pattern. Quantify duplicates, casing differences, blanks, and values that mean the same thing.
Reconstruct the de facto taxonomy the team is already using. Separate harmless variation from variation that breaks reporting.
Propose a minimum viable standard for campaign name, channel, program, region, audience, offer, and date. Include allowed values, examples, and when a field should remain blank.
Create a crosswalk table from current values to proposed values. Mark each row as SAFE TO NORMALIZE, NEEDS OWNER REVIEW, or PRESERVE FOR HISTORY.
Build the remediation plan in an order that protects attribution: future-state controls first, then new campaigns, then historical cleanup only where the reporting benefit justi...
Write the governance package: naming template, QA checklist, owner responsibilities, and a five-minute intake form a marketer will actually complete.
Flag any proposed change that could overwrite source data, alter attribution, or create false historical consistency.

Quality checks

Do not invent field meanings or merge values that may represent different campaigns. Ask for owner confirmation where intent is unclear.
Rule: the best taxonomy is not the most detailed one. It is the smallest standard the team follows consistently enough to trust the reports.