How to Set Up the Tag Attribution Report

100 0 0 September 2, 2020

The Tag Attribution template allows you to measure specific 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.

Search for the Tag Attribution Report Template

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

select the template from the template library
Back to Top

Chart Tab

There are two chart types for this report, column and bar.

select the chart type 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 parameter type and value you want to track.

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

select the type of attribution you want

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

select the outlier for the attribution

Next, select the tag you want to track.

select the tag you would like to track

Now choose your date range.

select the date range you want to track
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.

use the advanced tab for savvy marketers

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?