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How to add attribution and UTM parameters as filters on custom widgets

How to add attribution and UTM parameters as filters on custom widgets

3 min read619 words6 explained imagesUpdated Thu, 5 Sep, 2024 at 4:14 PM
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  1. Attribution filters in custom widgets
  2. Step 1: Edit Dashboard
  3. Step 2: Add widget
  4. Step 3: Add attribution condition
  5. Step 4: Add Attribution/UTM fields
  6. Step 5: Save the widget
  7. Grouping Donut Charts with Session Source or Medium
  8. Step 1: Edit Dashboard
  9. Step 2: Add widget
  10. Step 3: Choose Donut or Line graph
  11. Step 4: Add attribution condition
  12. Step 5: Update the Group/Viewby Property
  13. Adding attribution fields and UTM parameters as table chart columns
  14. Step 1: Edit Dashboard
  15. Step 2: Add widget
  16. Step 3: Choose Table Chart
  17. Step 4: Select Columns
  18. Step 4: Save
Video 1 Open in a new tab

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.

Video 2 Open in a new tab 

Important Note:
Attribution and UTM parameters are currently only available for contacts and opportunity widgets

TABLE 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
    Step 2 of 3: From the dropdown choose Attribution What this shows Step 2 of 3: From the dropdown choose Attribution What this shows Shows what to choose for step 2 of 3 in the "Step 3: Add attribution condition" section of "How to add attribution and UTM parameters as filters on custom widgets". This screenshot accompanies step 2 of 3 in the "Step 3: Add attribution condition" section of "How to add attribution and UTM parameters as filters on custom widgets". At this point in the walkthrough you from the dropdown choose Attribution. For context, this section explains: 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. This part of the guide covers 1 field, listed below. The next step is to choose if you want to filter based on First or Latest Attribution. Step 2 of 3Image 1 of 6 What to chooseFrom the dropdown choose Attribution
    Fields in this part of the guide From the dropdown choose Attribution
    Next stepChoose if you want to filter based on First or Latest Attribution
    All 3 steps in this procedure
    1. Switch to the condition tab and click on "Add Condition"
    2. From the dropdown choose Attribution this image
    3. Choose if you want to filter based on First or Latest Attribution
  • Choose if you want to filter based on First or Latest Attribution
    Step 3 of 3: Choose if you want to filter based on First or Latest Attribution What this shows Step 3 of 3: Choose if you want to filter based on First or Latest Attribution What this shows Shows what to choose for step 3 of 3 in the "Step 3: Add attribution condition" section of "How to add attribution and UTM parameters as filters on custom widgets". This screenshot accompanies step 3 of 3 in the "Step 3: Add attribution condition" section of "How to add attribution and UTM parameters as filters on custom widgets". At this point in the walkthrough you choose if you want to filter based on First or Latest Attribution. This part of the guide covers 1 field, listed below. Step 3 of 3Image 2 of 6 What to chooseChoose if you want to filter based on First or Latest Attribution
    Fields in this part of the guide From the dropdown choose Attribution
    All 3 steps in this procedure
    1. Switch to the condition tab and click on "Add Condition"
    2. From the dropdown choose Attribution
    3. Choose if you want to filter based on First or Latest Attribution this image

Step 4: Add Attribution/UTM fields

  • After adding the attribution type, click on "Add attribution fields"
    Step 1 of 4: After adding the attribution type, click on "Add attribution fields" What this shows Step 1 of 4: After adding the attribution type, click on "Add attribution fields" What this shows Shows what to fill in for step 1 of 4 in the "Step 4: Add Attribution/UTM fields" section of "How to add attribution and UTM parameters as filters on custom widgets". This screenshot accompanies step 1 of 4 in the "Step 4: Add Attribution/UTM fields" section of "How to add attribution and UTM parameters as filters on custom widgets". At this point in the walkthrough you after adding the attribution type, click on "Add attribution fields". This part of the guide covers 11 fields, listed below. The next step is to from the dropdown choose the property you want to use. Step 1 of 4Image 3 of 6 What to fill inAfter adding the attribution type, click on "Add attribution fields"
    Fields in this part of the guide Attribution Fields supported on the Custom WidgetsUTM CampaignUTM CampaignIdUTM ContentUTM KeywordUTM MatchtypeUTM MediumUTM AdIdUTM AdGroupIdUTM SourceOther Attribution properties like Medium and Session Source
    Next stepFrom the dropdown choose the property you want to use.
    All 4 steps in this procedure
    1. After adding the attribution type, click on "Add attribution fields" this image
    2. From the dropdown choose the property you want to use.
    3. You can add more attribution fields by clicking on "Add attribution fields" "
    4. Attribution Fields supported on the Custom Widgets
  • From the dropdown choose the property you want to use.
    Step 2 of 4: From the dropdown choose the property you want to use What this shows Step 2 of 4: From the dropdown choose the property you want to use. What this shows Shows what to choose for step 2 of 4 in the "Step 4: Add Attribution/UTM fields" section of "How to add attribution and UTM parameters as filters on custom widgets". This screenshot accompanies step 2 of 4 in the "Step 4: Add Attribution/UTM fields" section of "How to add attribution and UTM parameters as filters on custom widgets". At this point in the walkthrough you from the dropdown choose the property you want to use. This part of the guide covers 11 fields, listed below. The next step is to you can add more attribution fields by clicking on "Add attribution fields" ". Step 2 of 4Image 4 of 6 What to chooseFrom the dropdown choose the property you want to use.
    Fields in this part of the guide Attribution Fields supported on the Custom WidgetsUTM CampaignUTM CampaignIdUTM ContentUTM KeywordUTM MatchtypeUTM MediumUTM AdIdUTM AdGroupIdUTM SourceOther Attribution properties like Medium and Session Source
    Next stepYou can add more attribution fields by clicking on "Add attribution fields" "
    All 4 steps in this procedure
    1. After adding the attribution type, click on "Add attribution fields"
    2. From the dropdown choose the property you want to use. this image
    3. You can add more attribution fields by clicking on "Add attribution fields" "
    4. Attribution Fields supported on the Custom Widgets
  • 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
      Step 2 of 2: Medium What this shows Step 2 of 2: Medium What this shows Shows what this covers for step 2 of 2 in the "Step 5: Update the Group/Viewby Property" section of "How to add attribution and UTM parameters as filters on custom widgets". This screenshot accompanies step 2 of 2 in the "Step 5: Update the Group/Viewby Property" section of "How to add attribution and UTM parameters as filters on custom widgets". At this point in the walkthrough you medium. For context, this section explains: Switch to the configuration tab You choose from the following properties in Group/Viewby Dropdown. This part of the guide covers 2 fields, listed below. Step 2 of 2Image 5 of 6 What this coversMedium
      Fields in this part of the guide Session SourceMedium
      Example values
      Session Source
      Website form

      Illustrative values showing the expected format. They are not read from the screenshot.

      All 2 steps in this procedure
      1. Session Source
      2. Medium this image

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 2 of 2: Select the columns you want to see on the Table chart What this shows Step 2 of 2: Select the columns you want to see on the Table chart What this shows Shows what to choose for step 2 of 2 in the "Step 4: Select Columns" section of "How to add attribution and UTM parameters as filters on custom widgets". This screenshot accompanies step 2 of 2 in the "Step 4: Select Columns" section of "How to add attribution and UTM parameters as filters on custom widgets". At this point in the walkthrough you select the columns you want to see on the Table chart. Step 2 of 2Image 6 of 6 What to chooseSelect the columns you want to see on the Table chart
    All 2 steps in this procedure
    1. Click "Select Columns"
    2. Select the columns you want to see on the Table chart this image

Step 4: Save

  1. 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

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