Full guide here: https://www.notion.so/hockeystack/Step-2-3-Create-your-Unified-Channel-property-852acc9b848d45e399cddb322509e34e
Read the below guide on defined properties before proceeding:Defined Properties
Before this step, you organized all information needed for your channel definition like below:
Channel Name | Tracking details |
Paid Search — Google Ads | - Website visit where utm_source = adwords - Website visit where utm_medium = google_paid |
Paid Social — LinkedIn Ads | - Website visit where utm_source = linkedin_paid - LinkedIn Ads Ad Engagements - LinkedIn Ads Video Completions |
Organic Social | - Website visit where source is any of linkedin,facebook,reddit,quora,instagram,youtube,t.co |
Organic Search | - Website visit where source is any of google,bing,yahoo,yandex,duckduckgo,ecosia |
Email Marketing | - Marketo Email Opened - Marketo Email Clicked - Website visit where utm_medium contains email |
Events | - Salesforce CampaignMember where Status is one of Attended, Responded, Scanned, Booth AND Campaign Name contains EVT- |
Other Referral Traffic | Run through all the other rules, and if it doesn’t match any and Source is not direct and Source is not empty, count that as Referral traffic. |
Now, we will translate this into a defined property called “Unified Channel”, which will have each of the above rows as mappings inside it.
Navigate to Definitions > Properties and click + on the top right.
Paid Search — Google Ads
Why are we selecting the Touchpoint Type = Website Session filter?
Because there are a lot of types of actions that may match the UTM Source and UTM Medium ruleset that we have for Google Ads. Namely:
Start a session
Enter a page
Click on things
Scroll down
Submit a form
Exit page
End session
Let’s say you have a linear attribution table that uses Unified Channel. Unified channel has only Google ads and LinkedIn ads defined, both without touchpoint type.
Let’s say you have a deal worth $100k from a company that had two website sessions, one from google, one from linkedin. The google session lasted 10 seconds and it’s someone who clicked on a brand ad and clicked everywhere on the website without reading. There are 90 actions in this session. The linkedin session is a proper icp visitor, who spent 15 minutes on the website reading two pages without clicking anywhere and submitted a demo form. There are 10 actions in this session.
In this case, since touchpoint type is not used, all 100 actions are considered “attribution touchpoints”. Linear attribution gives Google $90k credit while it gives LinkedIn $10k credit.
Consider the case where we set Touchpoint Type = Website Session — Each session includes 1 action. Linear gives both Google and LinkedIn $50k credit.
This is why for all property mappings related to website data, it’s a good practice to set Touchpoint Type.
Paid Social — LinkedIn Ads
In the LinkedIn Ads mapping, we suggest having both clicks on the website, and the ad engagements + video completions included.
There are a two important concepts to note here:
We created two separate mappings that map to the same value. These will be merged together in all reports we create. You can think of it like an additional OR block. Website visits with the UTM OR Ad engagements and video completions from the integration.
We used Action Name for the engagement data from the integration. Here’s an easy way to find all available action names:
Organic Social and Organic Search
Instead of adding many OR statements, we used regex to simplify these definitions. You can take a look at our regex guide below:
Also, you can duplicate a mapping by clicking the icon on the top right. In this case Organic Social and Organic Search definitions were similar, so duplicating Organic Search saved us time.
Email Marketing
Another property that is very helpful when building Unified Channel is the “integration” property. If there are multiple integrations generating actions with the same Action Name, it’s useful to add a filter with the integration property.
Events
For Salesforce users, it’s a good idea to add all Salesforce campaign-related touchpoints into Unified Channel. Useful properties to use: campaign_type, campaign_name, campaign_member_status, campaign_member_responded.
Other Referral Traffic
For website data, there are usually a lot of other referring sites that don’t fall into the Paid or Organic bucket. We like to bucket them all under Other Referral Traffic.
Congrats! You have all the channel definitions created as defined properties!