How to Set Up the Web Tracker Events Report

The Web Tracker Events template allows you to see the number of contacts that have had their lead source or address set by Graphly’s web tracker.

Search for the Web Tracker Events Template

To begin, click the “+” icon on the Dashboard and type web tracker into the search bar. Then select the “Web Tracker Events” template.

Web Tracker Events template highlighted in the the template library.

Chart Tab

There are four chart types; Line, Area, Column, and Bar. I will use column.

Select the Display type from the drop down.

By checking the Show Total Number box, the total number of contacts that have had their lead source or address set by Graphly’s web tracker will be displayed in the top right corner of the chart.

Check this box to display the total in the top right of the report.

Options Tab

Now navigate to the Options tab and choose your date range.

Select the date range that you want to track from the date range drop down.

Criteria Builder Tab

If you want to separate the lead source events from the address events, you have to create a unique widget for each one. Head over to the Criteria Builder tab, fill out the fields, and click Save. Here are some examples.

Use the criteria builder to filter the report further.
Another example of criteria
more criteria examples.

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

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