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

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

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
  

• Choose if you want to filter based on First or Latest Attribution
  

Step 4: Add Attribution/UTM fields

• After adding the attribution type, click on "Add attribution fields"
  

• From the dropdown choose the property you want to use.
  

• 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
    

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 4: Save

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