Standard Channel Logic

'Channels' refers to inbound marketing channels which help quantify the marketing contribution to pipeline and revenue.

Overview

Reports currently utilizing channels: Channel Cohorts, Channel Contribution to Revenue, Channel Detail, Opportunity Detail

Some questions these reports help answer: 

  • What inbound channels are performing and where should we continue to invest? 
  • How has that performance changed over time?
  • What was the performance of a specific event?

Individual Channel Logic

  1. Email 

Will show up as Email channel if ANY of the below conditions are met:

  • UTM Medium contains ‘Email’
  • UTM Source contains ‘Email’
  • Campaign Type contains ‘Email’
  • UTM Medium contains ‘Nurture’
  • UTM Source contains ‘Nurture’
  • Campaign Type contains ‘Nurture’
  • UTM Source is any of the following: Marketo, Hubspot, Eloqua, Pardot
  • Event Type contains ‘Click’
  1. Paid Programs

Will show up as Paid Programs channel if ANY of the below conditions are met:

  • Campaign Type contains ‘Syndication’
  • Campaign Type contains ‘Lead Gen’
  • Campaign Name contains ‘Demand Gen Report’
  • Campaign Name contains ‘Madison’
  • Campaign Name contains ‘Tech Target’
  • Campaign Name contains ‘IDG’
  1. Outbound Sales

Will show up as Outbound Sales channel if ANY of the below conditions are met:

  • Event Class contains ‘Inbound Sales’
    • If SF task subject contains ‘RE:’
    • If SF task subject contains ‘[Outreach] [Email] [In]’
    • If SF task type contains ‘Meeting’
  1. Paid Search

Will show up as Paid Search channel if ANY of the below conditions are met: 

  • UTM Medium contains ‘PPC’
  • UTM Source contains ‘PPC’
  • Campaign Type contains ‘PPC’
  • UTM Medium contains ‘Paid Search’
  • UTM Source contains ‘Paid Search’
  • Campaign Type contains ‘Paid Search’
  • UTM Medium contains ‘CPC’
  • UTM Source contains ‘CPC’
  • Campaign Type contains ‘CPC’
  1. Paid Social

Will show up as Paid Social channel if ANY of the below conditions are met:

  • UTM Medium contains ‘Paid Social’
  • UTM Source contains ‘Paid Social’
  • Campaign Type contains ‘Paid Social’
  1. Display Ads

Will show up as Display Ads channel if ANY of the below conditions are met:

  • UTM Medium contains ‘Ad’ and UTM Medium does not contain ‘Download’
  • UTM Source contains ‘Ad’ and UTM Source does not contain ‘Download’
  • Campaign Type contains ‘Download’ 
  • UTM Medium contains ‘Display’
  • UTM Source contains ‘Display’
  • Campaign Type contains ‘Display’
  1. Social

Will show up as Social channel if ANY of the below conditions are met:

  • UTM Medium contains ‘Twitter’
  • UTM Source contains ‘Twitter’
  • Campaign Type contains ‘Twitter’
  • UTM Medium contains ‘LinkedIn’
  • UTM Source contains ‘LinkedIn’
  • Campaign Type contains ‘LinkedIn’
  • UTM Medium contains ‘Facebook’
  • UTM Source contains  ‘Facebook’
  • Campaign Type contains ‘Facebook’
  • UTM Medium contains ‘Reddit’
  • UTM Medium contains ‘Social’
  1. Organic

Will show up as Organic channel if ANY of the below conditions are met:

  • Page Referrer is not blank
  1. Offline

Will show up as Offline channel if ANY of the below conditions are met:

  • Campaign Type contains ‘Event’
  • Campaign Type contains ‘Tradeshow’
  1. Direct

If none of the criteria for the other channels above is met, will be bucketed to the ‘Direct’ channel


How did we do?


Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)