How to Set Up the Top Order Attribution Report

49 0 0 September 30, 2020

The Top Order Attribution template reveals the top 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 Top Order Attribution Template

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

Top Order Attribution template highlighted in the template library.
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Chart Tab

There are two chart types,  column  and bar.

Select the Chart Type from the drop down.
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Options Tab

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

Select the UTM parameter you want to measure from the drop down.

Then select which results you want to see.

Select how many results you want to see.

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

Select which Variable you want to have the attribution.

Then, under Order, select what you’re looking for in the results.

Select what you are looking for in the results.

Next, select your Date Range.

Select the date range you want to track.
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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.

Advanced settings for experienced advertisers.
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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.

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