TABLE OF CONTENTS

• Attribution filters in custom widgets
  • Step 1: Edit Dashboard
  • Step 2: Add widget
  • Step 3: Add attribution condition
  • Step 4: Add Attribution/UTM fields
  • Step 5: Save the widget
• Grouping Donut Charts with Session Source or Medium
  • Step 1: Edit Dashboard
  • Step 2: Add widget
  • Step 3: Choose Donut or Line graph
  • Step 4: Add attribution condition
  • Step 5: Update the Group/Viewby Property
• Adding attribution fields and UTM parameters as table chart columns
  • Step 1: Edit Dashboard
  • Step 2: Add widget
  • Step 3: Choose Table Chart
  • Step 4: Select Columns
  • Step 4: Save

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