Attribution Parameters On Contact Widgets

When you run an online course platform, you can use this feature to track how many leads are coming from specific ad campaigns on Facebook. By creating widgets that filter contacts by UTM source and medium, you can see which campaigns are driving the most traffic and adjust your marketing strategy accordingly.

Attribution Parameters On Contact Widgets: This feature allows users to filter and analyze contacts based on UTM parameters and attribution data directly within the CRM's contact widgets.

⭐️ Why Does It Matter To Your Business?

• Enhanced Lead Tracking: Easily track the source and effectiveness of your marketing campaigns by viewing UTM parameters and attribution data.

• Customizable Insights: Create detailed widgets and graphs to visualize where your leads are coming from and how they interact with your marketing efforts.

• Improved Marketing Decisions: Make data-driven decisions by analyzing contact sources, mediums, and campaign performance directly from the dashboard.

⭐️ How To Use Attribution Parameters On Contact Widgets:

1. Access the “Dashboard” tab from the left navigation menu. Click on the pencil icon from the top right corner.

2. Click on + Add widget button.

3. Choose any widget under the Contact category.

4. Switch to the condition tab and click on “Add Condition”. From the dropdown choose Attribution.

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

6. After adding the attribution type, click on “Add attribution fields”

7. From the dropdown choose the property you want to use and hit the save button.

8. Grouping Donut Charts with Session Source or Medium

Select the Donut chart which you want to add the title and in group you can now select the Session source/Medium from the drop down list.

9. Adding attribution fields and UTM parameters as table chart columns

Click on the table chart icon and then Click “Select Columns” and Select the columns you want to see on the Table chart and hit the save button.

10. Here is an example of an Attribution Dashboard.

This feature significantly enhances your ability to analyze and optimize marketing efforts by providing detailed insights into lead sources and campaign performance within the CRM.