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Creating Campaign Attribution Reports

Article: 000050598
Updated: July 16, 2024

See how well your campaigns are performing by creating a custom campaign report with a selected conversion goal and attribution model

By default, Lead Gen & CRM will attribute the credit for a conversion to a single campaign. However, there are other attribution models for you to choose from that are ideal for multi-touch campaigns. This provides you with a way to distribute attribution of a conversion across several campaigns and to apply models for how that credit is applied.

Multi-touch attribution is beneficial for when a customer interacts with several touch-points in a campaign. For example, if a potential customer sees an ad for your business on social media, later receives a marketing email from you, and finally visits your website directly where they complete a desired action or make a purchase, all touchpoints are owed some credit for the conversion because all interactions likely contributed to whether or not they decided to convert to a customer.

In this article, you’ll learn how to capture that information and use it to create custom campaign attribution reports.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons  
Jr. Salespersons  

 

Understanding Attribution Models

Campaigns are unique, and as such, the manner in which leads interact with them will also vary greatly. The Conversion by Campaign custom report widget provides several different types of models that let you distribute and record your attribution in various ways.

The available models are as follows:

 

Model Description Visual
Primary








 

The attribution method of primary campaigns.

Be aware that this is a legacy attribution method, and it is set through the Contact Record.

 


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First Touch








 

Gives all attribution to the first campaign interaction within the interaction window.

 


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Last Touch








 

Gives all attribution to the last campaign interaction within the interaction window.

 


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Linear








 

Distributes the attribution equally across all interactions within the interaction window.

 


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Time Decay








 

Attributes more value to interactions that occurred more recently.

Older interactions will be discounted at an exponential rate, based on the specified time decay length.

 


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U-Shaped








 

Combines the concepts of First Touch, Last Touch, and Linear.

For the U-Shaped model, First Touch and Last Touch interactions are given 40% of the attribution. All remaining credit is distributed evenly across the remaining interactions.

 


Click to enlarge.

 

Create a custom report to view and track one or more attribution models. 


 

Creating Reports

Campaign attribution information is best displayed through a custom report. This information can be broken down by various metrics, such as conversion goals or attribution methods. To create these reports, you can use various campaign report widgets.

Note: The campaign insights page in your Lead Gen & CRM instance is a built-in analytics tool that automatically generates data from your campaigns and can display leads, clicks, and revenue information when you search by tags or campaigns. However,  for more extensive reporting, custom reports can be created from the Analytics page in Lead Gen & CRM

To build campaign attribution reports create a new, or edit an existing, custom report from the Analytics page in the left toolbar.

  1. Click  plus2.png  Widgets in the toolbar.
  2. Drag and drop the Conversions by Campaign widget onto the canvas.

    Drag and drop your widget into the canvas

     

  3. Double-click the name of the report, to update the name.
  4. Click  12pencil.png  Edit within the widget to open the Filters window. 
  5. Select a Conversion Goal
    • Leads Created
    • Leads Qualified
    • Opps Created
    • Opps Lost
    • Opps Won
    • Revenue
  6. Choose a Chart Type:
    • Donut
    • Column
  7. Select a Date Range for the widget. 
  8. Under Attribution Model, select one of the attribution models.
    Note: To track more than one attribution model simply drag-and-drop more Conversion by Campaign widgets onto the canvas.
  9. Select a Pipeline for the widget. 
  10. Select the Campaign(s) you want to track with this widget, in the Campaign field.  

    Click Save

     

  11. Select any Campaign Tag(s) you want to track with this widget in the Campaign Tags field. 
  12. Decide if you’d like to Respect page-level filters for this widget or if you want this widget isolated from page-level filters. 
  13. Click Save

    Click Save

     


 

Creating Comprehensive Reports

The campaign attribution widget is, in many ways, several widgets in one. It combines the information gathered from conversion goals and attribution methods to provide a comprehensive snapshot of how well your campaigns are performing. That said, when you set the widget in a report, you can display a maximum of one event and attribution.

However, you can utilize the widget multiple times in a single report to better display how one campaign performs when compared to another. By setting your reports to have six conversion event displays and six attribution displays, you can show a complete picture when comparing campaigns.

Consider a large report with twelve versions of the widget, where each individual widget is dedicated to a different event or attribution. Or, if you would prefer a smaller report, consider two reports, with each using six versions of the widget that are dedicated to either events or attributions.

Regardless of how you configure these reports, be sure to compare them to similarly configured campaign reports. Otherwise, you might not be able to correctly determine which campaign is performing better.

For more information on creating custom reports, refer to Using Custom Reports.


 

Exporting Report Data

You have options when exporting custom report data. Custom reports can export the entirety of their data, or they can export data from individual widgets. 

 

Exporting Entire Reports

Once a customized report has been configured and saved, it can be exported as a .PDF file. To export customized reports, ensure that you have a saved customized report and navigate to the Custom Report Editor.

  1. Click  list2.png  Saved Reports in the toolbar.
  2. Open the desired customized report.
     
    Note: Set filters as desired if they were not previously set.
  3. Click  12more.png  Options > Export PDF.

    Click Options Export PDF

     

  4. Review the .PDF file in the browser tab that opens. 
  5. Save the customized report .PDF file to your local machine.
    Note: The export file will be downloaded to your web browser's file download location.

    Export the file

     

Different web browsers or .PDF viewing programs have different means of saving, downloading, or printing a .PDF file. Refer to their help documentation for more information.

 

 

Exporting Widget Data

You can export data from individual widgets. Exported data will be saved to your computer as a .CSV file. To export widget data, create or edit a customized report.

  1. Click  plus2.png  Widgets in the toolbar.
  2. Add any needed widgets to the canvas. 
  3. Set filters as desired if they were not previously set.
  4. Click  12more.png  Options > View.

    Click Options View

     

  5. Hover over the widget and click  download.png  Export .CSV.
  6. Click Export Manager in the information box that appears.
    Note: The information box will not disappear until it is closed or you click the Export Manager link.

    Export Manager
     

Click the exported customized report widget file to download it to your computer. 
 

Note: The export file will be downloaded to your web browser's file download location. Be aware that exported widget data will only cover that widget and not the customized report as a whole.

 

Reports As Dashboard Displays

Created reports can be saved to display as individual dashboards on the Launchpad. These then can be set to be what you see when you first log in to Lead Gen & CRM during a given day. 

Additionally, you can share your customized dashboards. They are shared through Cloud Dashboards, which are preset displays that are broadcasted to external monitors or televisions. Shared dashboards can be accessed via URLs that are unique for each individual dashboard.

Refer to Launchpad Overview for more information on setting and sharing report dashboards through the Launchpad.

 


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