Using Attribution and UTM Parameters in Custom Widgets

Custom widgets in your CRM dashboard can be enhanced with attribution and UTM parameter filters to help you analyze contact and opportunity sources more effectively. This feature allows you to filter data based on first or latest attribution events and incorporate UTM tracking parameters for detailed reporting.

Adding Attribution Filters to Widgets

Follow these steps to add attribution conditions to your custom widgets:

1. Edit Dashboard
   Click the edit icon on your dashboard to enter editing mode.
2. Add Widget
   Click "Add widget" and select any widget from the Contact or Opportunity categories.
3. Add Attribution Condition
   Switch to the condition tab and click "Add Condition." From the dropdown menu, select "Attribution" and choose whether to filter by First or Latest attribution.
4. Add Attribution/UTM Fields
   After selecting the attribution type, click "Add attribution fields" and choose from the available properties. You can add multiple fields by clicking "Add attribution fields" again.
   Supported fields include:
   • 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
5. Save the Widget
   Save your changes to apply the attribution filters.

Creating Donut and Line Charts with Attribution Grouping

You can visualize your attribution data using donut or line charts grouped by session source or medium:

1. Edit Dashboard
   Click the edit icon on your dashboard.
2. Add Widget
   Click "Add widget" and choose a Contact or Opportunity widget.
3. Choose Chart Type
   Select either donut or line graph from the chart selector bar.
4. Add Attribution Condition
   Switch to the condition tab, click "Add Condition," select "Attribution," and choose First or Latest attribution.
5. Update Group/Viewby Property
   Switch to the configuration tab and select either "Session Source" or "Medium" from the Group/Viewby dropdown.

Adding Attribution Fields to Table Charts

To include attribution and UTM parameters as columns in table charts:

1. Edit Dashboard
   Click the edit icon on your dashboard.
2. Add Widget
   Click "Add widget" and choose a Contact or Opportunity widget.
3. Choose Table Chart
   Select the table chart option from the chart selector bar.
4. Select Columns
   Click "Select Columns" and choose the attribution and UTM parameters you want to display.
5. Save
   Save your changes to apply the column configuration.

Important Notes

• UTM parameters and fields will only appear in Table and Granular Insights views if an attribution type (First or Latest) is added to the widget conditions.
• The Group/View by properties "Session Source" and "Medium" can only be selected if an attribution type (First or Latest) is added to the widget conditions.
• This functionality is currently available only for contact and opportunity widgets.