Dash allows you to fine-tune exactly which Activities should count in attribution calculations and which should be ignored entirely.

For example, you might have activities tracked with minutes in Engagio for things like "Tasks" so you can see the activity in Engagio, but it is reasonable to then not want to give these activities attribution credit. Another common example is canceled meetings - you may want to see the activity occurred when reviewing your engagement data in Engagio, but you don't want to assign any positive scoring in attribution for this activity.

Every customer has a unique set of criteria based on how you score Engagio activities - and based on how you intend to use Dash.

As a result, you can configure Dash to exclude Activities from attribution by updating the Dash Attribution Filter in Engagio:

  • Go to the "Journey & Dash Settings" menu in the admin section and click on the "Dash Attribution" filter:
    • Update the criteria for what you would like to ignore from attribution. Here is a common example for canceled meetings:
      Once you update the attribution filter and click "Save", Dash will recalculate attribution moving forward and historically based on the new filter criteria.

      The attribution filter uses selectors. If you are new to selectors or need more guidance using selectors, please review our docs on selectors.