How to Set Up the Order Attribution Report

50 0 0 October 6, 2020

The Order Attribution template allows you to measure specific sources, campaigns, mediums, audiences, and ads responsible for orders being created 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.

Search for the Order Attribution Template

To begin, click the “+” icon on the Dashboard and type “order attribution” into the search bar. Then click on the “Order Attribution” template.

Order Attribution Template highlighted in the template library.
Back to Top

Chart Tab

There are two chart types, column and bar.

Select the chart type you would like to see from the drop down.
Back to Top

Options Tab

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

Select the UTM parameter you want to measure and select the utm value you want to track.

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

Select how you want the attribution calculated.

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

Select an outlier for the report.

Next, define what your looking for in the results. Here you can choose Count the number of orders, Sum order totals, or Sum total amount paid on order.

Select what you want the results to display.

Then choose your date range.

Select a date range for the report.
Back to Top

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“.

Settings for advanced advertisers.
Back to Top

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 the report further.

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

Back to Top

Relevant Articles

Back to Top

Create Your Free Graphly Dashboard

You don’t need to struggle to find the data you need from your Infusionsoft or Keap application.  Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include: 

  • Tags Applied 
  • Tags Applied Goal
  • Leads
  • Gross Revenue
  • Appt | Note | Task Summary
  • Email List Health
  • Refunds
  • Campaign Email Stats
  • Text Widget Area 

If you don’t already have a Graphly account, click here to get a Graphly Lite account so you can start making more informed decisions and grow your business.

Back to Top

Tags: , , ,

Was this helpful?