How to Configure the Lead Attribution Report

The Lead Attribution template allows you to measure specific sources, campaigns, mediums, audiences, and ads responsible for new contact records being created in your Infusionsoft account.

DISCLAIMER: You must have Graphly’s Web Tracker setup and be utilizing UTM parameters in all your links in order for this report to provide the level of value we had in mind when building it.

Search for the Lead Attribution Report

To begin, click the “+” icon on the Dashboard and type Attribution into the search bar. Then click on the Lead Attribution Widget.

search for the lead attribution report in the template library

Chart Tab

Display Type

There are two display types, column or bar.

select the display type from the drop down

Options Tab

Lead Attribution UTM Options

Now navigate to the Options tab and select the UTM parameter you want to measure as well as the UTM value or values.

select the campaign name
select the utm values


Then select whether you want attribution measured by the Most Recent UTM or Original UTM.

select the attribution type

You can also limit the time frame in which we attribute credit to a particular UTM.

select the outlier period

Date Range

Next choose your date range.

selec the date range

Advanced Tab

Lastly, this report also has an Advanced tab for seasoned advertisers who really want to customize the logic of how top results or bottom results are calculated. Most users will choose Use Default Settings.

options on the advanced page

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

use the criteria builder to filter down the report further

Once you have your everything set, click Save Preferences on This Widget.

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