'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
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’
- 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’
- 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’
- 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’
- 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’
- 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’
- Social
Will show up as a 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’
- Organic
Will show up as an Organic channel if ANY of the below conditions are met:
- Page Referrer is not blank
- Offline
Will show up as an Offline channel if ANY of the below conditions are met:
- Campaign Type contains ‘Event’
- Campaign Type contains ‘Tradeshow’
- Direct
If none of the criteria for the other channels above is met, will be bucketed to the ‘Direct’ channel
Change Channel Logic [link]
If you want to change the channel logic, here's a link to the article that will show you how to accomplish this task.