Knowing where your contacts come from and what they're doing is key to effective marketing and sales. Attribution Parameters on Contact Widgets lets you dig deeper into contact sources and activities. You can filter contacts by first or latest attribution, use UTM parameters, and build custom widgets that group and view data by properties like Activity, Session Source, and Medium, with interactive donut and line graphs.

You can also add new properties to the granular insights table and CSV exports, and customise columns in the Table widget. This article walks you through the feature, with troubleshooting tips and answers to common questions.

Edit Dashboard

Click on the edit icon on your dashboard.

Add Widget

Click on Add widget and choose any widget under the Contact category.

Add Attribution Condition

Switch to the Condition tab and click on "Add Condition." From the dropdown menu, select Attribution, and then choose whether you'd like to filter based on First or Latest Attribution.

Add Attribution/UTM Fields

After selecting the attribution type, click on "Add Attribution Fields." From the dropdown menu, choose the property you wish to use. To add more attribution fields, simply click on "Add Attribution Fields" again.

Supported Attribution Fields:

  • 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

Save the Widget

When you're happy with your configuration, save the widget to add it to your Dashboard.

Grouping Donut Charts or Line Graphs with Session Source or Medium

Once you have selected a contact widget to add to your Dashboard, you can group donut charts by session source or medium.

Choose Donut or Line Graph

Select the Donut or Line graph on the chart selector bar.

Add Attribution Condition

Switch to the Conditions tab and click on "Add Condition." From the dropdown menu, select Attribution and specify whether you want to filter based on First Attribution or Latest Attribution.

Update the Group/View by Property

Switch to the Configuration tab and select from the following properties in the Group dropdown:

  • Session Source
  • Medium

Save the Widget

When you're happy with your configuration, save the widget to add it to your Dashboard.

Adding Attribution Fields and UTM Parameters as Table Chart Columns

After selecting a contact widget to add to your Dashboard, you can add attribution fields and UTM Parameters as table chart columns.

Choose Table Chart

Select the Table Chart on the chart selector bar.

Select Columns

Click on "Select Columns" and choose the columns you wish to display on the Table chart.

Save the Widget

When you're happy with your configuration, save the widget to add it to your Dashboard.

By using these features, you can gain deeper insight into your contact sources and activities, making it easier to track and optimise your marketing efforts.

✍️Important Notes:

  1. UTM parameters and fields will only be visible on the 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.

Frequently Asked Questions

Q: What are Attribution Parameters and why are they important?

  • Attribution Parameters help you understand the source and activities of your contacts, allowing for better tracking and optimisation of marketing efforts.

Q: How can I filter contacts based on UTM parameters?

  • By adding attribution conditions and selecting the desired UTM parameters in the custom widget settings.

Q: Why are my UTM fields not appearing in the table view?

  • Ensure that you have added an Attribution type (First or Latest) in the widget conditions.

Q: Can I use multiple attribution fields in a single widget?

  • Yes, you can add multiple attribution fields to a single widget for comprehensive analysis.

Troubleshooting Tips

Attribution Fields Not Showing:

  • Ensure that the Attribution type (First or Latest) is selected in the widget conditions.

Incorrect Data Display:

  • Double-check the attribution and UTM parameters selected. Ensure they align with the data you wish to display.

Widget Configuration Issues:

  • Refresh the dashboard and reconfigure the widget if necessary. Ensure all fields and conditions are correctly set.

Export Issues:

  • If exporting data to CSV, ensure that all desired attribution fields are selected and configured correctly in the widget settings.