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Using Attribution Filters in Custom Widgets

Discover how to leverage attribution filters in custom widgets within Aesthetix CRM to gain deeper insights into your marketing and sales data. This comprehensive guide walks you through the process of setting up and applying attribution filters, enabling you to create more targeted and informative custom widgets. Perfect for users focused on refining their data analysis and optimizing campaign performance.

1. First, access your dashboard to get started.

1 Click here.

2. Next, click on "Edit Dashboard".

2 Click on the element.

3. Click on "Add Widget".

3 Click on "Add Widget".

4. Choose any widget under the Contact category.

4 Click on "17".

5. Click on "Conditions".

5 Click on "Conditions".

6. After that, click on "Add condition".

6 After that, click on "Add condition".

7. From the dropdown choose Attribution.

7 Once that's done, click on "Attribution".

8. Choose if you want to filter based on First or Latest Attribution.

8 Click here.

9. After adding the attribution type, click on "Add attribution fields".

9 Next, click on "Add Attribution fields".

10. From the dropdown choose the property you want to use.

10 Click here.

11. Click "Save".

11 Upload

12. To finish off, click on "Save Changes".

12 Now, click on "Cancel".

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