Step 1: Download the Extension
First, to be able to view Graphly inside of your Keap account you’ll need to download the Graphly extension/plugin for your desired browser. Click Here to see the instructions on downloading the extension/plugin. If you have already done this go to the next step.
Step 2: View Graphly in Keap
Add /graphly to the end of your Keap URL once you are already signed into Keap. See the example URL in the image below. The data that you configured in Graphly will show immediately. You might notice that the Graphs are already on your homepage when you log in.
Step 3: Set Graphly as your Homepage
Graphly should automatically be added as the homepage in your Keap account. If Graphly is not already set as your homepage and you wish to have graphly as your Keap homepage Click Here to see how.
Notice: If you see the words “Page Not Found” Click Here to troubleshoot the issue.
Relevant Articles
- How to Set Graphly as my homepage in Keap
- How to Add the Graphly Browser Extension
- How to set up Keap URL’s for Graphly’s Web Tracker
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- Opportunity Leaderboard: Track and analyze your team’s performance.
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- Opportunity Forecast: Forecast the adjusted revenue of active opportunities based on the stage probability.
- Units Sold: See the number of units sold for each product you select over a given date range.
- Campaign Email Stats: Measure the impact and conversion of your marketing campaigns.
- Tags Applied: See how many tags get applied to contacts during a period of time.
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