How to Set Graphly as my homepage in Infusionsoft

1. Download the Graphly Browser Extension

Before you set Graphly as your homepage in Infusionsoft you’ll need to follow this article to download the Browser Extension/Plugin

Setting Graphly as your Homepage

To set Graphly as your Infusionsoft homepage, log in to Infusionsoft and click the user symbol in the Nav Bar at the top of the page.

hover over the person icon to display the user menu

In the menu that appears, select the “Edit My Profile” tab on the left hand side.

click the edit my profile button on the menu

On the Preferences page, select the “Custom” radio button next to the Default Start Page section.

the custom radio button is selected

Once the Custom radio button is selected type the name “graphly” in the box below it.

Note: you must spell graphly in all lower-case because the URL is case-sensitive.

graphly is typed into the default start page box

Scroll down to the bottom of the page and click the green Save button.

the save button is being pointed to at the bottom of the page

Congratulations! You have now set Graphly as your homepage in Infusionsoft.

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If you don’t already have a Graphly account, you can sign up for free here to get powerful Infusionsoft reporting.

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