How to Add Attribution and UTM Filters in GoHighLevel
When you are managing complex funnels in platforms like ClickUp, CRMs, and analytics tools, correctly setting up attribution and UTM filters in GoHighLevel is essential for accurate reporting. This guide walks you step by step through adding attribution and UTM parameters as filters on custom widgets so you can better understand which marketing campaigns are driving results.
The instructions below are based on the official GoHighLevel documentation and will help you configure dashboards that clearly display lead sources, campaigns, and other performance metrics.
Why Add UTM Filters to GoHighLevel Widgets?
Attribution and UTM parameter filters allow you to break down your data by traffic source and campaign directly inside your GoHighLevel dashboards.
With properly configured filters, you can:
- Identify which channels bring the most leads.
- Compare campaign performance side by side.
- Segment data by specific UTM values (source, medium, campaign, term, content).
- Improve budget allocation based on reliable attribution.
This configuration is especially useful for agencies and marketers who manage multiple clients and need a clear overview of performance in one place.
Prerequisites for GoHighLevel UTM Filter Setup
Before you add attribution and UTM parameters as filters to custom widgets in GoHighLevel, make sure you have the following in place:
- Access to the Analytics or Reporting section in your GoHighLevel account.
- At least one custom widget created or ready to be created.
- UTM parameters or attribution fields already being captured on contacts or opportunities.
Once these elements are available, you can start configuring your widget filters.
Step-by-Step: Adding Attribution Filters in GoHighLevel
Follow these steps to add attribution-based filters to a custom widget in GoHighLevel.
Step 1: Open the Dashboard in GoHighLevel
- Log in to your GoHighLevel account.
- Navigate to the Dashboard or Analytics section where you manage reporting widgets.
- Select the specific dashboard that contains the custom widget you want to edit or where you want to create a new widget.
Step 2: Edit or Create a Custom Widget
- Locate the widget you want to update and click Edit, or choose the option to Add Widget if you are starting from scratch.
- Select the appropriate widget type (for example, a table, chart, or KPI style widget) based on how you want to visualize your attribution data.
- Make sure the widget is connected to the correct data source, such as Contacts, Opportunities, or another relevant object.
Step 3: Access the Filters Configuration
- Inside the widget configuration panel, look for the Filters or Filter By section.
- This section controls which records appear in your custom widget and is where you will add your attribution and UTM parameters.
How to Add UTM Parameters as Filters in GoHighLevel
UTM parameters are commonly used to track marketing campaigns. In GoHighLevel, these fields are typically stored on contact or opportunity records and can be used as filters for your custom widgets.
Step 4: Choose UTM Fields in GoHighLevel
Within the filter configuration, you can select which attribution or UTM fields to use:
- UTM Source (e.g., google, facebook, newsletter)
- UTM Medium (e.g., cpc, email, social)
- UTM Campaign (e.g., summer_sale, launch2024)
- UTM Term (used mainly for paid search keywords)
- UTM Content (variations of ads or creatives)
In the filter list, look for field names that correspond to these UTM values. The exact field labels may vary depending on your account setup and naming conventions.
Step 5: Configure Filter Conditions for UTM Parameters
- After selecting a UTM field (for example, UTM Source), choose the filter condition, such as:
- equals
- contains
- is not
- is empty or is not empty
- Enter the value you want to filter by, such as google or facebook.
- Repeat the process for any additional UTM parameters you need to filter, like UTM Medium or UTM Campaign.
By combining multiple conditions, you can create highly specific reporting views, such as “google / cpc / summer_sale.”
Adding General Attribution Filters in GoHighLevel
Apart from UTM parameters, your GoHighLevel setup may include other attribution fields that indicate how leads were created or what source they came from.
Step 6: Select Attribution Fields
In the same filter section, look for fields such as:
- Original Source
- Lead Source
- First Touch or Last Touch fields (depending on your configuration)
- Any custom fields used for internal attribution labels
Choose the attribution field that best matches the type of analysis you want to perform, whether it is first-touch, last-touch, or a custom attribution model.
Step 7: Combine Attribution and UTM Filters
You can combine attribution and UTM filters in a single GoHighLevel custom widget to create a very clear view of performance. For example, you might:
- Filter by Lead Source = Paid Ads
- AND UTM Source = google
- AND UTM Campaign contains = brand
This combination helps you isolate traffic and leads coming from a specific paid campaign on a single advertising platform.
Testing Your GoHighLevel Widget Filters
Step 8: Apply and Review the Filtered Data
- Click Apply or Save within the widget configuration to confirm your changes.
- Review the widget data to ensure that the records listed match the expected attribution and UTM values.
- If the results do not look correct, double-check that the fields and conditions are correctly selected and that your contacts or opportunities actually contain the UTM values you expect.
Step 9: Adjust and Refine Filters
You can refine your GoHighLevel filters as needed:
- Change conditions from equals to contains for broader matching.
- Add additional fields to narrow down results.
- Remove conditions that are too restrictive.
Iterate until the widget reliably reflects the campaigns, sources, and segments you want to track.
Best Practices for GoHighLevel Attribution Widgets
To keep your reporting consistent and useful across your GoHighLevel dashboards, follow these best practices:
- Standardize naming for UTM campaigns, sources, and mediums.
- Document filters for each key widget so team members understand what data they are viewing.
- Use separate widgets for different attribution models (for example, one for first-touch and one for last-touch views).
- Regularly audit data to ensure UTM parameters are being captured on all relevant forms and funnels.
Additional Resources
For the original reference material and detailed screenshots, refer to the official GoHighLevel documentation on adding attribution and UTM parameters as filters on custom widgets here: GoHighLevel attribution and UTM filter guide.
If you need professional help implementing advanced dashboards, CRM structures, or analytics strategies around GoHighLevel, consider consulting experts at Consultevo for CRM and marketing operations optimization.
By correctly configuring attribution and UTM filters on your GoHighLevel custom widgets, you gain a reliable view of marketing performance, enabling smarter decisions and more effective campaigns across all of your traffic sources.
Need Help With GoHighLevel?
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