The Attribution Parameters on Contacts and Opportunity Widgets feature empowers users to gain deeper insights into their contact and opportunity sources and activities. With this functionality, users can filter based on First or Last attribution, utilize key UTM parameters, and create detailed, custom widgets. These enhancements enable users to group and view data by properties such as Activity, Session Source, and Medium, creating interactive donut and line graphs. Additionally, the feature allows for comprehensive reporting with the inclusion of new properties in the granular insights table and CSV exports, as well as customizable columns in the Table widget. This functionality is designed to provide users with greater flexibility and control over their data visualization and reporting needs, ultimately enhancing their ability to track and optimize contact and opportunity sources effectively.
Important Note:
Attribution and UTM parameters are currently only available for contacts and opportunity widgetsTABLE OF CONTENTS
Attribution filters in custom widgets
Step 1: Edit Dashboard
- Click on the edit icon on your dashboard
Step 2: Add widget
- Click on Add widget and choose any widget under the Contact or Opportunity category
Step 3: Add attribution condition
- Switch to the condition tab and click on "Add Condition"
- From the dropdown choose Attribution
- Choose if you want to filter based on First or Latest Attribution
Step 4: Add Attribution/UTM fields
- After adding the attribution type, click on "Add attribution fields"
- From the dropdown choose the property you want to use.
- You can add more attribution fields by clicking on "Add attribution fields""
- Attribution Fields supported on the Custom Widgets
UTM Campaign
UTM CampaignId
UTM Content
UTM Keyword
UTM Matchtype
UTM Medium
UTM AdId
UTM AdGroupId
UTM Source
Other Attribution properties like Medium and Session Source
Step 5: Save the widget
Grouping Donut Charts with Session Source or Medium
Step 1: Edit Dashboard
- Click on the edit icon on your dashboard
Step 2: Add widget
- Click on Add widget and choose any widget under the Contact or Opportunity category
Step 3: Choose Donut or Line graph
- Select the donut or Line graph on chart selector bar
Step 4: Add attribution condition
- Switch to the condition tab and click on "Add Condition"
- From the dropdown choose Attribution
- Choose if you want to filter based on First or Latest Attribution
Step 5: Update the Group/Viewby Property
- Switch to the configuration tab
- You choose from the following properties in Group/Viewby Dropdown
- Session Source
- Medium
Adding attribution fields and UTM parameters as table chart columns
Step 1: Edit Dashboard
- Click on the edit icon on your dashboard
Step 2: Add widget
- Click on Add widget and choose any widget under the Contact or Opportunity category
Step 3: Choose Table Chart
- Select the Table Chart on chart selector bar
Step 4: Select Columns
- Click "Select Columns"
- Select the columns you want to see on the Table chart
Step 4: Save
Important Note: 1. UTM parameters and fields will only be visible on Table and Granular insights view if Attribution type (First or Latest) is added in widget conditions 2. Group/View by properties - Session Source and Medium can only be selected if Attribution type (First or Latest) is added in widget conditions