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In this part you build a second cascade. At the end, UTM Mediums holds email, social, and cpc, UTM Sources holds the sources under each, and the UTM Medium and UTM Source dropdowns work as a pair. It takes four short steps. You need the Marketing governance model from Part 4: Hierarchical picklists.

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How it works

This cascade works the same way as Countries and Regions in Part 4. Pick social in UTM Medium, and UTM Source offers only Facebook, Instagram, LinkedIn, and X / Twitter. The lists are closed. A submitter can only pick what the published list offers, so every source gets one spelling. To add a source later, an admin edits the picklist and publishes the governance model. See Publish a revision.

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Steps

1

Create the UTM Mediums / UTM Sources picklist

With the Marketing governance model open, click Picklists in the sidebar, then Create new, and choose Static Picklist.Rename the Name column header to UTM Mediums. Add three rows, each with a code and a label: email / Email, social / Social, and cpc / Paid search and ads. These are your mediums.Keep the codes lowercase and treat them as permanent. The code is what lands in the URL and in your analytics. The label can read however you like, as in Paid search and ads.
2

Add a second level for sources

Click + Level to add a child level, and rename its Level 2 header to UTM Sources.As in Part 4, each row holds one medium and one of its sources. Work one medium at a time. Type its first source on the medium’s row. For each further source, right-click the medium’s last row (the one with the source you just entered), choose Duplicate row, and change the copy’s source. The copy lands right below, so each medium’s rows stay together, in the order you add them.When you finish, the grid in Flat view looks like this, one row per source:Click Save. The editor saves two linked picklists, UTM Mediums and UTM Sources.
A static picklist always needs at least one option. Give every level at least one real option before you save, or the editor skips the empty level.
3

Create the UTM Medium Dropdown field

Click Fields in the sidebar, then Create new, and pick Dropdown. Set Name to UTM Medium. In Picklist, select UTM Mediums. Click Save to draft.Leave option filtering alone. It is set per taxonomy, in Part 7, once the taxonomies exist. See Filter options per taxonomy.
4

Create the UTM Source Dropdown field

Click Create new again and pick Dropdown. Set Name to UTM Source. In Picklist, select UTM Sources. Click Save to draft.The editor wires the cascade to UTM Medium for you.

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Check your work

  • Two linked picklists exist: UTM Mediums with email, social, and cpc, and UTM Sources with the sources under each medium.
  • UTM Medium exists as a Dropdown on UTM Mediums, with no filtering yet.
  • UTM Source exists as a Dropdown on UTM Sources, cascading from UTM Medium.
  • The governance model has eight fields: the six from Parts 2 to 4, plus UTM Medium and UTM Source.

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Next up

You have the UTM Medium and UTM Source cascade. In Part 6: Computed fields, you build UTM Campaign, Tagged URL, Short URL, and QR Code. For this cascade on its own, see the cascading dropdowns recipe.