Filtering Contacts with Attribution in Custom Widgets

Gaining insights into the origins and behaviors of your contacts is crucial for refining your marketing and sales strategies. Our Contact Widgets feature, equipped with Attribution Parameters, provides users with the ability to explore the sources and actions of their contacts in depth. This feature allows you to filter contacts based on their initial or most recent attribution, leverage essential UTM parameters, and build tailored widgets that display data grouped by attributes like Activity, Session Source, and Medium, with interactive donut and line charts for visualization.

Moreover, this functionality supports in-depth reporting, including new attributes in detailed insight tables, CSV exports, and customizable columns in the Table widget. This guide will walk you through maximizing these robust features, offering troubleshooting advice, and addressing common questions.

Step 1: Modify Your Dashboard

Start by clicking the edit icon on your dashboard. 

Step 2: Add a Widget

Select "Add Widget" and pick any widget from the Contact category. 

Step 3: Apply an Attribution Condition

Switch to the conditions tab, click "Add Condition," and choose Attribution from the dropdown menu. Decide whether to filter based on the First or Latest Attribution. 

Step 4: Incorporate Attribution/UTM Fields

After selecting the attribution type, click "Add Attribution Fields," then pick the desired property from the dropdown menu. To add more fields, simply click "Add Attribution Fields" again. 

Supported Attribution Fields Include:

• UTM Campaign

• UTM CampaignId

• UTM Content

• UTM Keyword

• UTM Matchtype

• UTM Medium

• UTM AdId

• UTM AdGroupId

• UTM Source

• Additional Attribution properties like Medium and Session Source

Step 5: Save Your Widget

Once you're satisfied with your setup, save the widget to add it to your dashboard. 

Creating Grouped Donut Charts or Line Graphs with Session Source or Medium

After adding a contact widget to your dashboard, you can organize donut charts by session source or medium.

Step 1: Select Your Graph Type

In the chart selector bar, choose either a Donut or Line graph. 

Step 2: Add an Attribution Condition

Go to the conditions tab, click "Add Condition," and select Attribution. Choose whether to filter by First or Latest Attribution. 

Step 3: Configure Group/View by Property

In the configuration tab, select from the following properties in the Group dropdown: Session Source or Medium. 

Step 4: Save Your Widget

After finalizing your configurations, save the widget to integrate it into your dashboard. 

Adding Attribution Fields and UTM Parameters as Table Columns

Once you've added a contact widget to your dashboard, you can display attribution fields and UTM parameters as columns in a table chart.

Step 1: Select Table Chart

From the chart selector bar, choose the Table Chart option. 

Step 2: Choose Columns

Click "Select Columns" and pick the columns you'd like to appear in the Table chart. 

Step 3: Save Your Widget

Once you're content with your selections, save the widget to add it to your dashboard. 

By utilizing these features, you can gain comprehensive insights into your contacts' sources and behaviors, significantly improving your ability to monitor and optimize your marketing strategies.

✍️ Important Notes:

• UTM parameters and fields will only be visible in the Table and Granular insights view if Attribution type (First or Latest) is added to the widget conditions.

• Group/View by properties like Session Source and Medium can only be selected if Attribution type (First or Latest) is added to the widget conditions.

Frequently Asked Questions

• What are Attribution Parameters and why are they important? Attribution Parameters allow you to track and understand the sources and behaviors of your contacts, which is crucial for optimizing marketing strategies.

• How can I filter contacts using UTM parameters? Add attribution conditions and select the UTM parameters you wish to filter by in the custom widget settings.

• Why aren't my UTM fields visible in the table view? Ensure that an Attribution type (First or Latest) is added in the widget conditions.

• Can I include multiple attribution fields in one widget? Yes, multiple attribution fields can be added to a single widget for a comprehensive analysis.

Troubleshooting Tips

• Attribution Fields Not Displaying: Confirm that the Attribution type (First or Latest) is selected in the widget conditions.

• Incorrect Data Display: Double-check the selected attribution and UTM parameters to ensure they match the data you intend to display.

• Widget Configuration Problems: Refresh the dashboard and reconfigure the widget if needed. Verify that all fields and conditions are correctly set.

• Exporting Issues: When exporting data to CSV, ensure that all desired attribution fields are selected and properly configured in the widget settings.