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How to Create Effective Dashboards for Contact Insights
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Join Tina as she explains how to utilize the new contact widgets in your dashboard to measure the source of your contacts. Learn to filter by attribution and UTM parameters to identify successful campaigns. Follow along as Tina demonstrates setting up and customizing three widgets: Contacts by Source, Contacts by Medium, and Top Sources for Contacts Created. Discover key features such as condition settings, data export options, and the importance of UTM parameters. Perfect for ecommerce stores looking to optimize their marketing efforts and allocate budgets effectively.
00:00 Introduction to Contact Widgets
00:29 Creating a New Dashboard
00:43 Adding and Configuring Widgets
00:55 Advanced Settings and Conditions
02:17 Viewing and Exporting Data
02:53 Adding More Widgets
04:37 Final Notes and Tips
04:57 Conclusion
———
Join Tina as she explains how to utilize the new contact widgets in your dashboard to measure the source of your contacts. Learn to filter by attribution and UTM parameters to identify successful campaigns. Follow along as Tina demonstrates setting up and customizing three widgets: Contacts by Source, Contacts by Medium, and Top Sources for Contacts Created. Discover key features such as condition settings, data export options, and the importance of UTM parameters. Perfect for ecommerce stores looking to optimize their marketing efforts and allocate budgets effectively.
00:00 Introduction to Contact Widgets
00:29 Creating a New Dashboard
00:43 Adding and Configuring Widgets
00:55 Advanced Settings and Conditions
02:17 Viewing and Exporting Data
02:53 Adding More Widgets
04:37 Final Notes and Tips
04:57 Conclusion