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 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’

1. Organic

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

• Page Referrer is not blank

1. Offline

Will show up as an 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

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.