Enhanced Opportunity Widgets With Attribution and UTM Parameters

We’re excited to bring to you a major update to our Opportunity widgets: We’ve now incorporated Attribution and UTM parameters for enhanced functionality!

The introduction of Opportunity attribution widgets will allow users to determine which channels, campaigns, or team efforts are most efficient in propelling sales opportunities and fostering revenue generation.

What’s New?

• Attribution Property: Users can now filter opportunities based on either the First or Last attribution by utilizing the new Attribution property incorporated in the Opportunities widget conditions.
• UTM Parameters: Enhance your understanding with deeper insights through the introduction of key UTM parameters to your Opportunity widget conditions. Now, you can build more detailed widgets using UTM Campaign, UTM CampaignId, UTM Content, UTM Keyword, UTM Matchtype, UTM Medium, UTM AdId, UTM AdGroupId, and UTM Source.
• Other Attributions properties such as Medium and Session Source are also now available.
• Group by/View By: Now, create donut and line graphs using the new properties: Session Source, Medium.
• Updated Columns in Granular Insights: View and export all the newly added properties in the granular insights’ table view to CSV.
• New Columns for Table Widget: The newly added properties can now be selected in the Table widget’s column selector.

How It Works:

1. Enter Edit mode on your Dashboard.
2. Click on ‘Add widget’.
3. Under the ‘Opportunity Category’, select a widget.
4. Switch to the ‘condition’ tab.
5. Select ‘Attribution’ and choose the type of attribution.
6. Click on ‘Add attribution field’.
7. Select and configure the attribution parameter filters as per your requirements.
8. For adding more, click on ‘Add attribution field’ again.
9. Save your changes.

Why it Matters:

• Enhanced Understanding: Identify the source of your opportunities and create detailed, specific widgets for various attribution and UTM properties.
• Greater Flexibility: Gain more control over what you see on your widgets, customising them to fit your precise requirements.

Important Notes:

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