Integrating Graphly’s Web Tracking with Infusionsoft Web Form

Graphly’s Web Tracking Setup

This article will cover integrating Graphly’s Web Tracking integration with Infusionsoft Web Form.

There are two methods we will be covering, and we’ll be starting with the recommended approach.

Step 1: General Setup for Graphly Web Tracking

In Infusionsoft’s campaign builder, drag and drop a goal onto the canvas. It’s the icon that looks like a trophy. Once you’ve placed it, double click on it. Here you can name it anything you would like to, but also make sure the dropdown says “Submits a Web Form”.

Double click on the goal in Infusionsoft't campaign builder and set the dropdown to Submits a Web Form for Graphly's Web Tracker

Click “Save” on the goal’s menu, and then double click on the web form icon to edit the form’s settings. Follow the steps you normally would by including fields, snippets, and styles of your choosing.

Customize your webform for the Graphly Web Tracker integration, just how you'd like it

After you’ve configured and styled your webform, click on the “Thank-you” Page tab at the top and change the dropdown menu to Web address. The dropdown you’re looking for is the first one on the new tab.

After you've styled your webform, open the Thank-you Page tab and set the first dropdown menu to Web address for your Web Tracking Integration

Here you will need to enter your thank-you page url and check the “Pass contact’s information to the thank-you page” box.

Enter your Thank-you page url and check the box beneath it for the Graphly Web Tracker integration

Since this is the recommended approach, uncheck the Redirect to thank-you page box. This is located directly underneath the first dropdown.

Uncheck the Redirect to thank-you page box for your Web Tracker setup

Step 2: Recommended Approach for Web Tracker Setup

Once you’ve got that setup, go to the code tab. Here you will see three options; Javascript Snippet, HTML Code, and HTML Code (unstyled). You will want to choose either the second or the third. I’ll select the second in this example. Because you already have the tracking script pasted on your website, there’s nothing more to do in Infusionsoft.

Open the code tab and copy one of the three options for the webform code for your Web Tracking integration

Step 2: Method 2 for Graphly Web Tracker Setup (Not Recommended)

However, if you are dead set on using the Javascript snippet, that brings us to approach number two. Return to the design tab and click on the “Snippets” tab.

Return to the design tab and click on the Snippets tab

Grab an HTML snippet and drag it to the top of the form. Paste the web tracking script from your Graphly account and click “Save“.

Choose the HTML snippet and paste the tracking script from Graphly into the HTML box. This if for Web Tracking

Then click on the “Thank-you” Page tab and again drag the HTML snippet to the top of the page and paste the script.

Click on the thank-you page tab and drag another HTML snippet into it and paste the Graphly Web Tracking script in there as well
paste the Graphly Web tracking script into the thank-you page HTML snippet

Step 3: Save and Publish

Click “Save” and make sure to toggle your form Draft to Ready.

Save and Toggle the form from Draft to Ready.

Go back to the campaign and publish the changes.

Publish the changes to start your Graphly Web Tracking

Now that you’ve setup your Web Tracking integration with Infusionsoft Webforms, try out some of our Web Tracking reports!

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