# How to add attribution and UTM parameters as filters on custom widgets > How to add attribution and UTM parameters as filters on custom widgets - Source: https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-add-attribution-and-utm-parameters-as-filters-on-custom-widgets - Section: Dashboards / Dashboard Widgets - Reading time: 3 min - Images: 6, each explained below - Modified on Thu, 5 Sep, 2024 at 4:14 PM --- 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 widgets **TABLE OF CONTENTS** - [Attribution filters in custom widgets](#attribution-filters-in-custom-widgets) - [Step 1: Edit Dashboard](#step-1-edit-dashboard) - [Step 2: Add widget](#step-2-add-widget) - [Step 3: Add attribution condition](#step-3-add-attribution-condition) - [Step 4: Add Attribution/UTM fields](#step-4-add-attribution-utm-fields) - [Step 5: Save the widget](#step-5-save-the-widget) - [Grouping Donut Charts with Session Source or Medium](#grouping-donut-charts-with-session-source-or-medium) - [Step 1: Edit Dashboard](#step-1-edit-dashboard) - [Step 2: Add widget](#step-2-add-widget-2) - [Step 3: Choose Donut or Line graph](#step-3-choose-donut-or-line-graph) - [Step 4: Add attribution condition](#step-4-add-attribution-condition) - [Step 5: Update the Group/Viewby Property](#step-5-update-the-group-viewby-property) - [Adding attribution fields and UTM parameters as table chart columns](#adding-attribution-fields-and-utm-parameters-as-table-chart-columns) - [Step 1: Edit Dashboard](#step-1-edit-dashboard-3) - [Step 2: Add widget](#step-2-add-widget) - [Step 3: Choose Table Chart](#step-3-choose-table-chart) - [Step 4: Select Columns](#step-4-select-columns)  - [Step 4: Save](#step-4-save) --- ## **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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026905632/original/XEur5T00AasQh4oNFfF8gmzf_C_O23qkjw.png) **Step 2 of 3: From the dropdown choose Attribution** 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. - What to choose: From the dropdown choose Attribution - Fields: From the dropdown choose Attribution - Next: Choose if you want to filter based on First or Latest Attribution Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026905646/original/fxNBp9PxyYef7gpZP474vvUUtzvkwf458g.png) **Step 3 of 3: Choose if you want to filter based on First or Latest Attribution** 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. - What to choose: Choose if you want to filter based on First or Latest Attribution - Fields: From the dropdown choose Attribution Full 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"](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026905663/original/JjWVfDj8Ua6nT_NV1vdE0tWlHw5hyqcDxA.png) **Step 1 of 4: After adding the attribution type, click on "Add attribution fields"** 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. - What to fill in: After adding the attribution type, click on "Add attribution fields" - 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 - Next: From the dropdown choose the property you want to use. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026905680/original/lRdxw4x5TOhcYQMDCX1vdIJba0MwDllXwg.png) **Step 2 of 4: From the dropdown choose the property you want to use** 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" ". - What to choose: From the dropdown choose the property you want to use. - 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 - Next: You can add more attribution fields by clicking on "Add attribution fields" " Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026905765/original/Ef9zQCBCvyW4_zCuBzdPoensGwVxIYXsLw.png) **Step 2 of 2: Medium** 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. - What this covers: Medium - Fields: Session Source, Medium Example values (illustrative, not read from the screenshot): - Session Source: Website form Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026905776/original/ZjRc7hVGPAmTt7ze7EYcevzhYRgFoIKEcA.png) **Step 2 of 2: Select the columns you want to see on the Table chart** 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. - What to choose: Select the columns you want to see on the Table chart Full 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 --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com