How to Integrate Graphly’s Web Tracker with Thrive Leads

In this article we’ll be covering how you can integrate Graphly’s Web Tracker with Thrive Leads.

Set Up On the Thrive Leads Side for Graphly’s Web Tracker and Infusionsoft Integration

To get started, navigate to your “Thrive Leads Dashboard” which can be found as shown below in WordPress. Make sure that you’re also logged into Infusionsoft and in a campaign of your choosing, as we’ll be doing a bit of setup there later.

Go to your Thrive Leads dashboard

Thrive Leads integrates with Infusionsoft both through the API as well as the form HTML. However, if we want to pull in the correct source and other UTM values, we need to use the HTML form code option.

The next step is to navigate to a form inside Thrive Leads to edit it. You can do this by clicking the edit button on the form of your choosing.

Click on the Edit button of a form of your choosing inside Thrive Leads

Then click the “edit” button again. It will be blue and have a pencil icon as shown below.

Click on the edit button again inside Thrive leads

Click on the “submit” button and choose “Connect with Service“.

Click on the submit button and choose Connect with Service

As you can see, this form is connected with Infusionsoft, but it is connected via the API. Click the “x” here to get rid of the connection so we can setup the HTML connection.

Click on the x button next to Infusionsoft to get rid of the API version of the connection with Thrive Leads

Then click on “Create a new Connection“.

Click on Create a new Connection

Choose “HTML Form code” from the dropdown menu and then click “Go to the next step“.

Choose HTML Form code from the drop down menu and click Go to the next step

You should see a place to insert your HTML code into at this point. Leave this page open, because we’ll be coming back here after we do some setup inside e.

You should see a place to insert your HTML code

Set Up On the Infusionsoft Side for Graphly’s Web Tracker with Thrive Leads

This is where we will switch over to Infusionsoft. In the campaign builder, drag a goal onto the canvas. Name it and click “Save“.

In Infusionsoft's campaign builder, drag a goal onto the canvas and click save

Double click on the “form icon” to edit it. Delete the First Name field by clicking on the “trashcan“.

Double click on the form icon to edit it. Delete the First Name field by clicking on the trashcan icon

Then click on the “Snippets” tab and drag an HTML snippet onto the top of the Thank-you page. Paste the Graphly tracking script in the box and click “Save“.

Click on the Snippets tab and drag an HTML snippet onto the top of the Thank-you page. Paste the Graphly tracking script in the box

Now go to the Thank-you Page tab and change the dropdown to “Web Address“.

Go to the Thank-you Page tab and change the dropdown to Web Address for the Thrive Leads integration

Type your thank-you page URL into the URL box and then check the Pass contact’s information to the thank-you page box.

Type your Thank-you page URL into the URL box and check the Pass contact's information to the thank-you page box

Switch your form from Draft to Ready and publish the campaign. Then head over to the code tab. Click the bubble for “HTML Code (unstyled)” and copy the code down.

Head to the code tab and click the bubble for HTML Code (unstyled) then copy this code

Finishing the Setup

Now go back over to Thrive Leads and paste the code into the box that says Insert your code here.

Paste your code into the box that says Insert Your Code Here back in Thrive Leads

Scroll to the bottom of this code and delete the last line of code.

Scroll to the bottom of the code and delete the last line of code

Then click on the “Generate Fields” button.

Click on the Generate Fields button in Thrive Leads

Give the field a label and change the validation to Email.

Give the field a label and then change the Validation to Email

After that, click the “Save” button.

Click on the save button

Then click “Save Changes” at the top-right.

Finally, click on Save Changes at the top of WordPress for Thrive Leads Web Tracking

Congratulations, you’ve now setup your web tracking with Thrive Leads! Now it’s time to setup a few reports in Graphly. If you like this integration, let us know by giving us a review on the Infusionsoft store!

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