How to Configure the Top Tag Attribution Report

The Top Tag Attribution template reveals the top sources, campaigns, mediums, audiences, and ads responsible for a tag being applied to a contact record in your Infusionsoft account.

DISCLAIMER: To get the greatest value from this report, you must have  Graphly’s  Web Tracker set up and be utilizing UTM parameters in all of your links; whether they’re emails, ads, social posts, etc. You can find out how to set the Tracker up here.

Configuring the Top Tag Attribution Report

To begin, click the “+” icon on your Graphly Dashboard and type “attribution” into the search bar. Then click on the “Top Lead Attribution” template.

Type in attribution and select the Top Lead Attribution template

Under the chart tab, you can select two types of charts; Column or Bar.

There are two chart types for the Top Tag Attribution template, Column and Bar

Now you should click on the “Options” tab. Here you should select the UTM parameter you want to measure.

Under the options tab, select the UTM parameter that you want to measure.

Then you can select which results you would like to see.

Show which results you would like to see in Top Tag Attribution

Under the Attribution section, select how you want credit, or attribution, to be given.

Select how you want attribution to be given under the Attribution section

After you’ve done that, select the tag you would like to track.

Select the tag you want to track

Next, select the Date Range for your data.

Select the date range for your Top Tag Attribution report

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“, however, you can choose what works best for you.

Under the Advanced tab you can customize the logic for how the top and bottom results are shown.

Criteria Builder

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

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

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