> ## Documentation Index > Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt > Use this file to discover all available pages before exploring further. # Mosaic Settings > Set up Mosaic, and control the attribution window, eligible contacts, default model, touchpoint sources, channels, and web rules. Mosaic settings control how contact activity becomes touchpoints and how touchpoints map to channels. Go to **Settings** → **Mosaic**, or click **Settings** on any Mosaic page. Settings apply to the whole workspace and to every Mosaic report, including past periods. Changes save as soon as you make them. | Tab | What it controls | | - | - | | [**General**](#general) | The attribution window, eligible contacts, and default model. | | [**Channels**](#channels) | Your channels, subchannels, and their colors. | | [**Touchpoints**](#touchpoints) | Which activity counts as a touchpoint, and the channel each source maps to. | | [**Web rules**](#web-rules) | How website sessions are assigned to channels, and which sessions are excluded. | *** ## Set up Mosaic Mosaic works with its default settings as soon as it's enabled. Setup reviews those defaults so the reports match how your team measures marketing. ### Before you begin * Mosaic is enabled for your workspace. * [Salesforce](https://docs.conversion.ai/product-docs/sync/salesforce/setup/admin-user-setup.md) is connected and syncing opportunities, with **Amount**, **Close Date**, and the won flag populated. * Opportunities are linked to companies, and contacts are linked to the same companies. If you plan to use opportunity contact roles instead, they're [syncing from Salesforce](https://docs.conversion.ai/product-docs/records/opportunities/opportunity-contact-roles.md). * The [tracking script](https://docs.conversion.ai/product-docs/tracking/tracking-script.md) is installed on your website, if you want web sessions to count. * Your ad accounts are [connected with tracking on](https://docs.conversion.ai/product-docs/workspace-settings/ads/overview.md#ad-tracking), if you want ad clicks credited to the right platform. * Your [campaign types](https://docs.conversion.ai/product-docs/campaigns/settings/types.md) have success statuses set, if you want campaign members to count. ### Defaults Mosaic sets for you | Setting | Default | | - | - | | Attribution window | 90 days | | Eligible contacts | **Everyone at the account** | | Default model | **Linear** | | Touchpoint sources | Web activity and marketing email link clicks on, all ad platforms mapped | | Campaign types | Every webinar and field event type included. Other types are off. | | Channels and web rules | A standard set of 12 channels and rules for common UTM tags and referrers. See [Default channels](#default-channels). | ### Steps 1. Go to **Settings** → **Mosaic**. 2. On the **General** tab, set the [attribution window](#attribution-window) to match your typical sales cycle. 3. Choose your [eligible contacts](#eligible-contacts). 4. Choose your [default model](#default-model). 5. On the **Channels** tab, rename, add, or remove [channels](#channels) to match how your team reports. 6. On the **Touchpoints** tab, turn on the [system sources](#system-sources) you want to count. 7. Pick a channel for **Marketing email link clicks** and for each ad platform. 8. Turn on each [campaign type](#campaign-types) whose members should earn credit, and pick a channel for it. 9. On the **Web rules** tab, add an [exclusion rule](#exclusion-rules) for internal traffic, such as visits from your own domain or app. 10. Add or edit [channel rules](#channel-rules) for any UTM tags your team uses that the defaults don't cover. 11. Click **Test** and enter a few of your real landing page URLs to check which channel each one gets. 12. Open **Mosaic** and check that **Marketing coverage** and **Credit by channel** look right. Onboarding with Conversion? Let your Deployment Strategist know when this is done and we'll check it on our end. *** ## General ### Attribution window How far back before a goal a touchpoint can earn credit, in days. Enter a whole number from 1 to 3,650 and press Enter. The default is 90 days. The window is counted back from each goal. For a 90-day window, an opportunity created on June 30 can be credited to touchpoints from April 1 onward. Set it to roughly your sales cycle: too short leaves out early touches, and too long credits activity that likely had no effect. ### Eligible contacts Whose touchpoints count toward an opportunity. | Option | Who counts | | - | - | | **Everyone at the account** | All contacts at the opportunity's company, whether or not they're on the opportunity. This is the default. | | **Contacts on the opportunity** | Only contacts with an [opportunity contact role](https://docs.conversion.ai/product-docs/records/opportunities/opportunity-contact-roles.md) on the opportunity. | | **Primary contact only** | Only the opportunity's primary contact role. | **Everyone at the account** suits account-based marketing, where many people at a company research before a deal. The contact role options are stricter, and they depend on your sales team adding contact roles in Salesforce. An opportunity with no eligible contacts is always unattributed. ### Default model The [attribution model](https://docs.conversion.ai/product-docs/mosaic/key-terms.md#attribution-models) Mosaic uses when a report doesn't choose one. The default is **Linear**. Anyone can switch models for their own view with the model menu on a report, without changing this setting. *** ## Channels The **Channels** tab lists your channels and their subchannels. Every touchpoint lands in one channel and, optionally, one subchannel. | To | Do this | | - | - | | Add a channel | Click **New**, enter a name, and click **Create channel**. | | Add a subchannel | Click **Add subchannel** (**+**) on the channel's row, enter a name, and click **Create subchannel**. | | Rename | Click the name and type a new one. Names must be unique among their siblings. | | Change a color | Click the color swatch. Subchannels use shades of their channel's color. | | Delete | Open the row's menu and click **Delete**. | | See what assigns to a channel | Hover the source icons on the row. They list the rules, campaign types, and sources that point at it, with links. | You can't delete a channel or subchannel while a web rule, campaign type, system source, or the referral fallback still points at it. Mosaic lists those references so you can retarget them first. Deleting can't be undone. **Direct** is a built-in channel. You can't rename, recolor, or delete it. ### Default channels | Channel | Subchannels | Covers | | - | - | - | | **Email** | | Clicks on emails you send, plus sessions tagged as email or referred from webmail. | | **Webinar** | | Webinar attendance. | | **Field Event** | Conference, Tradeshow, Dinner | In-person event attendance. | | **Paid Search** | Google, Bing | Search engine advertising: connected ad platforms and paid search UTM tags. | | **Paid Social** | LinkedIn, Meta, X, Reddit, TikTok | Social network advertising: connected ad platforms and paid social UTM tags. | | **Display** | Google | Display and banner advertising, including retargeting. | | **Other Paid** | | Sessions tagged with a paid medium that no ad network or paid channel claims. | | **Organic Search** | Google, Bing | Unpaid search engine referrals, plus sessions tagged as organic. | | **Organic Social** | LinkedIn, X, Facebook, Instagram, YouTube, Reddit, TikTok | Unpaid social network referrals, plus sessions tagged as social. | | **AI Search** | ChatGPT, Perplexity, Claude, Gemini, Copilot, Grok | Referrals from AI assistants. | | **Referral** | Review Sites, Partner, Community | Sessions referred by external websites no other channel claims. | | **Direct** | | Sessions with no external referrer that match no rule. | > [!NOTE] > > Mosaic channels are separate from the [traffic channels](https://docs.conversion.ai/product-docs/tracking/traffic-channels.md) shown on contact page visits. Changing Mosaic channels doesn't change those. *** ## Touchpoints The **Touchpoints** tab decides which activity becomes a touchpoint and which channel it lands in. See [Touchpoints](https://docs.conversion.ai/product-docs/mosaic/key-terms.md#touchpoints) for how each kind is created. ### System sources Sources Conversion tracks automatically. | Source | Toggle | Channel | | - | - | - | | **Web activity** | Turns web session touchpoints on or off. | Set by your [web rules](#web-rules). Click **Manage web rules** to edit them. | | **Marketing email link clicks** | Turns email click touchpoints on or off. | Pick one. Defaults to **Email**. | | **Google Ads** | | Pick one. Defaults to **Paid Search › Google**. | | **LinkedIn Ads** | | Pick one. Defaults to **Paid Social › LinkedIn**. | | **Meta Ads** | | Pick one. Defaults to **Paid Social › Meta**. | An ad platform's channel applies to: * Website sessions from ad clicks in a connected account with [ad tracking](https://docs.conversion.ai/product-docs/workspace-settings/ads/overview.md#ad-tracking). These skip your web rules. * [Lead gen form](https://docs.conversion.ai/product-docs/forms/lead-gen-forms/overview.md) submissions from a connected account. Ad clicks without Conversion tracking parameters are still credited when they carry UTM tags. Your web rules assign them by those tags. ### Campaign types Campaign members become touchpoints when they first reach a [success status](https://docs.conversion.ai/product-docs/campaigns/settings/types.md#success-statuses). Each row is one campaign type, grouped into **Field events**, **Webinars**, **Email blasts**, and **Custom**. * Turn a type on to count its members' successes. Webinar and field event types are on by default, including new ones you add later. * Pick the channel the type's touchpoints land in. * Webinar types without a channel use the **Webinar** channel, shown as **Webinar (default)**. * A type that's on with no channel shows **Choose a channel**. Its touchpoints still earn credit, but reports show them under **Unknown**. Click **Manage types** to edit your campaign types and their statuses. *** ## Web rules The **Web rules** tab controls website sessions. Use the **Channels** and **Exclusions** switch to move between channel rules and exclusion rules, and the search box to find a rule by name, condition, or channel. ### Conditions Both kinds of rule match a session on its first page view. A rule has one or more conditions, and a session matches only when it meets all of them. | Field | What it reads | | - | - | | **Hostname** | The host of the landing page, such as `www.example.com`. | | **Path** | The path of the landing page, such as `/pricing`. | | **Referrer** | The full referring URL. | | **Referrer host** | The host of the referring URL, such as `www.google.com`. | | **UTM source**, **UTM medium**, **UTM campaign**, **UTM term**, **UTM content** | The UTM parameters on the landing page URL. | Each condition compares the field with one or more values: **equals any of**, **doesn't equal any of**, **contains any of**, **doesn't contain any of**, **starts with any of**, **ends with any of**, **matches any of these patterns**, **is present**, or **is empty**. * Matching ignores case. * In **matches any of these patterns**, `*` stands for any run of characters. For example, `paid*` matches `paid`, `paid_social`, and `paidsearch`. ### Channel rules Channel rules assign a channel to each website session. * Rules run from top to bottom. A session gets the channel of the first rule it fully matches. * Drag a rule by its number to change its position. * Click a rule to edit its name, conditions, or channel, then click **Save changes**. * Open a rule's menu to turn it off or on, or delete it. A deleted rule's sessions fall through to the next matching rule. * Click **New** to add a rule. Give it a name, a channel, and at least one condition, then click **Create**. When no rule matches, Mosaic uses the fallback at the bottom of the list: | Fallback | Applies to | | - | - | | **Referral** | Sessions with an external referrer: any referrer host other than your website's domain and its subdomains. | | **Direct** | Every other session. | Sessions from tracked ad clicks get their [ad platform's channel](#system-sources) before any rule runs. The default rules check paid UTM tags first (a named network ahead of a generic paid medium), then other tagged mediums and sources, then known referrer hosts for search engines, social networks, and AI assistants. ### Exclusion rules Exclusion rules keep sessions like internal traffic from receiving credit. A session that matches any turned-on exclusion rule stays in the contact's history but never becomes a touchpoint. Common exclusions: * Visits to your product or login pages, such as **Hostname** **equals any of** `app.example.com`. * Visits referred by your own tools, such as **Referrer host** **ends with any of** `.zendesk.com`. * Test traffic, such as **UTM source** **equals any of** `test`. Exclusion rules apply only to web sessions, so you can't add one while **Web activity** is off. ### Test a visit Click **Test** to check how Mosaic would classify a visit before you change rules. 1. Click **Test**. 2. Enter the landing page **URL**, including any UTM parameters. 3. Enter the **Referrer**, if the visit came from another site. Mosaic shows whether an exclusion rule removes the visit, and otherwise which channel rule matches and which channel and subchannel the visit gets. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.