How to Add Attribution and UTM Parameters as Filters on Custom 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 5: Save

Please 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