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Adding Attribution and UTM Parameters as Filters on Custom Widgets in Stack

Gain deeper insights into your contact and opportunity sources with Stack's Attribution Parameters feature. This functionality allows you to filter data using First or Last attribution, utilize key UTM parameters, and craft detailed custom widgets. You can group and visualize data by properties like Activity, Session Source, and Medium, creating interactive donut and line graphs. Enhance your reporting with new properties in the insights table and CSV exports, along with customizable columns in the Table widget. This feature offers flexibility and control over data visualization and reporting, helping you effectively track and optimize contact and opportunity sources.

Important Note: Attribution and UTM parameters are currently only available for contacts and opportunity widgets.

Table of Contents​

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 select any widget from the Contact or Opportunity category.

Step 3: Add Attribution Condition​

  • Switch to the Condition tab and click on Add Condition.
  • From the dropdown, select Attribution.
  • Choose whether to filter based on First or Latest Attribution.

Step 4: Add Attribution/UTM Fields​

  • After selecting the attribution type, click on Add attribution fields.
  • Choose the property you wish to use from the dropdown.
  • To add more fields, click Add attribution fields again.

Supported Attribution Fields:

  • UTM Campaign
  • UTM CampaignId
  • UTM Content
  • UTM Keyword
  • UTM Matchtype
  • UTM Medium
  • UTM AdId
  • UTM AdGroupId
  • UTM Source
  • Other 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 select any widget from the Contact or Opportunity category.

Step 3: Choose Donut or Line Graph​

  • Select the Donut or Line graph from the chart selector bar.

Step 4: Add Attribution Condition​

  • Switch to the Condition tab and click on Add Condition.
  • From the dropdown, select Attribution.
  • Choose whether to filter based on First or Latest Attribution.

Step 5: Update the Group/View by Property​

  • Switch to the Configuration tab.
  • Choose from the following properties in the Group/View by 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 select any widget from the Contact or Opportunity category.

Step 3: Choose Table Chart​

  • Select the Table Chart from the chart selector bar.

Step 4: Select Columns​

  • Click Select Columns.
  • Choose the columns you want to display on the Table chart.

Step 5: Save​

Important Notes:

  1. UTM parameters and fields will only be visible in the Table and Granular insights view if an Attribution type (First or Latest) is added in widget conditions.
  2. Group/View by properties - Session Source and Medium can only be selected if an Attribution type (First or Latest) is added in widget conditions.