Filter Custom Widgets by Attribution and UTM Parameters

Custom dashboard widgets can now filter and group Contact and Opportunity data by attribution and UTM parameters. Use this to compare lead sources, campaign performance, and ad-level breakdowns inside Sparkforge instead of exporting to a spreadsheet.

Note: Attribution and UTM filters are currently available on Contact and Opportunity widgets only.

Add attribution filters to a custom widget

1. Click the edit icon on your dashboard.
2. Click Add widget and pick a widget under Contact or Opportunity.
3. Switch to the Condition tab and click Add Condition.
4. Choose Attribution from the dropdown.
5. Pick First or Latest attribution.
6. Click Add attribution fields and pick the property to filter on. Add more fields as needed.
7. Save the widget.

Supported attribution fields

• UTM Campaign
• UTM CampaignId
• UTM Content
• UTM Keyword
• UTM Matchtype
• UTM Medium
• UTM AdId
• UTM AdGroupId
• UTM Source
• Session Source and Medium (other attribution properties)

Group donut or line charts by Session Source or Medium

1. Edit the dashboard and add a Contact or Opportunity widget.
2. Pick the donut or line chart type.
3. On the Condition tab, add an Attribution condition (First or Latest).
4. On the Configuration tab, set Group/View by to Session Source or Medium.

Add attribution and UTM fields as table columns

1. Edit the dashboard and add a Contact or Opportunity widget.
2. Pick Table Chart.
3. Click Select Columns and pick the attribution/UTM columns to display.
4. Save.

Important constraints

• UTM fields show in Table and granular insights only when an Attribution type (First or Latest) is set in the widget conditions.
• Group/View by Session Source and Medium require an Attribution type in conditions.