Prerequisites
You need a Terminus Hub account. If you do not have one yet, sign up first (it takes a minute). See authentication for the sign-up and email-confirmation flow. Signing up also creates your first workspace, named Main, so you will not need to create one here.Start a governance model from a template
A governance model holds the fields, picklists, and taxonomies that describe your campaign data.From the dashboard, open Build your governance model, then browse the template gallery. Use the Business and Structure filters to narrow the list, preview a card to see its fields and example values, and pick one. Simple UTM Starter is a good first choice.Click Create Governance Model. Terminus imports the template as a brand-new model in your account and drops you into it. Everything in it is now yours to edit.
You can also start from scratch (Start from scratch) or paste an exported model (Import from JSON). Creating a model requires an account admin role.
Publish a revision
A revision is an immutable snapshot of the model. Submission forms always run against a published revision, so this step is what makes the model usable.Open the model’s Revisions page and click Publish. Terminus validates the model first; if it reports any issues, fix them and publish again. Add optional release notes to describe what is in this version.See publishing a revision for what validation checks and how later edits stage the next revision.
Connect a taxonomy to your workspace
A taxonomy is the form people fill in. The template comes with at least one.Open your Main workspace settings, find the Taxonomies section, click Add taxonomy, and choose the template’s taxonomy. The workspace can now collect submissions against it.
The Add taxonomy option needs a published revision. If it is unavailable, return to the model and publish first.
Make a submission
In your workspace, start a New submission and pick the taxonomy. The form is generated from the published revision, so every field you configured appears as an input.Fill in the fields, including a destination URL. Computed fields (a tagged URL, a short URL slug, a QR code) fill themselves in as you type. When the rows are valid, save the submission.For the three fill modes (quick, form, and grid for many rows at once) see fill modes.
Approve it into a record, with a short URL
Approving a submission turns its rows into records: validated, read-only campaign data.Approve the submission. If the taxonomy requires review, submit it for review first, then approve. On approval Terminus creates the record and activates its short URL (for example
ter.link/aB3xZ) and QR code.Open the workspace’s Records page to see your approved record. From here clicks and scans start flowing into analytics.Related
Campaign URL Builder tutorial
Build a governance model from scratch, with picklists, cascading dropdowns, and computed fields.
Start from a template
Browse, preview, and import the ready-made governance models.
Publish a revision
Understand validation and how revisions snapshot your model.
Authentication
Sign in, confirm your email, and create an API key.