The Attribution Parameters feature in the Contacts and Opportunity Widgets lets you see where your contacts and opportunities are coming from and how they behave. You can filter data by First or Last attribution, use UTM parameters, and build detailed custom widgets. This gives you more control over how you visualise and report on your data, making it easier to track and optimise where your contacts and opportunities come from.

Attribution Filters in Custom Widgets

To create custom widgets with attribution filters, follow these steps:

Edit Dashboard

Click on the edit icon on your dashboard to begin customising your widgets.

Add Widget

Click on "Add widget" and select a widget under the Contact or Opportunity category. In this guide, we will use the Opened Opportunities widget.

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Add Attribution Condition

Switch to the condition tab and click on "Add Filter."

From the dropdown, choose "Attribution" and decide whether to filter based on First or Latest Attribution.

Add Attribution/UTM Fields

After selecting the attribution type, click "+ AND" and choose the desired property from the dropdown.

You can add more attribution fields by clicking "+ Add Filter."

Save the Widget

Once you've added all the fields and conditions you need, save your widget to finalise the customisation.

Grouping Donut Charts with Session Source or Medium

To group data using Donut or Line graphs, follow these steps:

Choose a Donut or Line Graph

Select either the Donut or Line Graph option in the chart selector bar.

Update the Group/View By Property

Switch to the configuration tab and choose properties like Session Source or Medium from the Group/View By dropdown.

Adding Attribution Fields and UTM Parameters as Table Chart Columns

To add attribution fields and UTM parameters to table charts, follow these steps:

Choose Table Chart

Select the Table Chart in the chart selector bar.

Select Columns

Click "Select Columns" and choose the columns you want in your Table chart.

Save

Once you've selected the columns you need, save your widget.

Using custom widgets, donut charts, table charts, and the reporting features together, you can get a clearer picture of your data and make better-informed decisions about your marketing.

Important Notes

  • UTM parameters and fields will only be visible on the Table and Granular insights view if the Attribution type (First or Latest) is added in widget conditions.
  • Group/View by properties, Session Source and Medium, can only be selected if the Attribution type (First or Latest) is added to widget conditions.

Troubleshooting Tips

Widget Not Displaying Correctly

  • Ensure that you have correctly added attribution conditions and fields.

Data Not Grouping as Expected

  • Verify that the correct Group/View By properties are selected in the configuration tab.

Missing UTM Parameters

  • Double-check that you have included an Attribution type in the widget conditions.

Frequently Asked Questions

Q: What are UTM parameters?

  • UTM parameters are tags added to a URL to track the effectiveness of online marketing campaigns across traffic sources.

Q: How do First and Last Attributions differ?

  • First Attribution tracks the first interaction a user has with your content, while Last Attribution tracks the most recent interaction before conversion.

Q: Can I export the data from these widgets?

  • Yes, you can export the data from these widgets as CSV files for further analysis.

Q: Why are some UTM parameters not visible?

  • UTM parameters and fields will only be visible if the widget conditions include the Attribution type (First or Latest).