How to set up Infusionsoft URL’s for Graphly’s Web Tracker

The Graphly Web Tracker is a powerful tool that can help track visitors to your website. In order to track your prospects and customers from the inbox to the web, across your varying websites and landing pages, be sure to pass the contact details to all URL’s Infusionsoft redirects to. 

There are various places in Infusionsoft where this can be done.

Automation Links

automation link checkbox for contactid

Path:  Infusionsoft  >  Marketing  >  Settings  >  Automation Links  >  Edit  >  More Options

Tips:  Check the box and then select “Id” in the list box (top of list)

Drag & Drop Builder

checkbox for contact details for the drag and drop builder

Path:  Infusionsoft  >  Marketing  >  Templates  >  Template Name  >  Edit Email Body  >  Use Drag & Drop Email Builder  >  Link  >  Other options

Tips:  After pasting your web address, check the box

Email Builder

adding the contactid merge field to the thank you url in the email builder

Path:  Infusionsoft  >  Marketing  >  Campaign Builder  >  Choose Campaign  >  Choose Sequence  >  Beta Email  >  Link

Tips:  After pasting your URL, add the following: ?contactId=~Contact.Id~  If you already have other variables appended to the query string, you’ll need to also include an & symbol like this:
&?contactId=~Contact.Id~

Classic Email Builder

adding the contactid merge field to the thank you url in the classic email builder

Path:  Infusionsoft  >  Marketing  >  Templates  >  Template Name  >  Edit Email Body  >  Use Classic Email Builder  >  Link

Tips:  After pasting your Link URL , add the following: ?contactId=~Contact.Id~  If you already have other variables appended to the query string, you’ll need to also include an & symbol like this:
&?contactId=~Contact.Id~

Code Email Builder

adding the contactid merge field to the thank you url in the code email builder

Path:  Infusionsoft  >  Marketing  >  Templates  >  Template Name  >  Edit Email Body  >  Use Code Builder

Tips:  If hard coding the href, add the following to the end of your URL: ?contactId=~Contact.Id~  If you already have other variables appended to the query string, you’ll need to also include an & symbol like this:
&?contactId=~Contact.Id~

Web Forms

check the box under the URL field in the web from builder on the thank you page

Path:  Infusionsoft  >  Marketing  >  Campaign Builder  >  Choose Web Form  >  Thank-you Page

Tips:  After pasting your URL, check the box

Legacy Web Forms

check the box under the URL field in the legacy web from builder on the thank you page

Path:  Infusionsoft  >  Marketing  >  Legacy  >  View Web Forms  >  Choose Web Form  >  Thank-you Page

Tips:  After pasting your URL, check the box

Landing Pages (Campaign Builder)

check the box under the URL field in the landing page builder on the thank you page

Path:  Infusionsoft  >  Marketing  >  Campaign Builder  >  Choose Landing Page  >  Thank-you Page

Tips:  After pasting your URL, check the box

Order Forms

check the box under the URL field in the order form builder on the thank you page

Path:  Infusionsoft  >  E-Commerce  >  E-Commerce Setup  >  Order Forms  >  Choose Order Form  >  Thank You Page

Tips:  After pasting your URL, check the box

Legacy Order Forms

check the box under the URL field in the legacy order form builder in the Thank you page section

Path:  Infusionsoft  >  E-Commerce  >  Legacy  >  Legacy Order Forms  >  Choose Order Form  >  Thank You page settings

Tips:  After pasting your Web Page URL, check the box

Shopping Cart

By default the shopping cart passes the Contact Id and Order Id to the Thank You URL page. We’ve done some additional coding to work with the Finished Shopping URL even though it does not pass the required details unless an additional button is clicked. This means there are no required steps you need to take to pass the contact information to your thank you page. Visit the Web Tracker – Infusionsoft Shopping Cart article.

Product Links

add the contact id to the end of the product link url

Path:  Infusionsoft  >  E-Commerce  >  Products  >  Choose Product  >  Links

Tips:  The only time you would choose to append the contact Id is when you’re including a product link in an Infusionsoft email template. To do so, append &contactId=~Contact.Id~ to the end of the product link. You would not append the contact Id if you were pasting this link on a static site.

Product Bundle Links

add the contact id to the end of the product bundle link url

Path:  Infusionsoft  >  E-Commerce  >  E-Commerce Setup  >  Product Bundle Links  >  

Tips:  After building a bundle, you’d append &contactId=~Contact.Id~ to the end of the product bundle link. The only time you would choose to append the contact Id is when you’re including a product bundle link in an Infusionsoft email template. You would not append the contact Id if you were pasting this link on a static site.

Opportunity Buy Now Links

add the contactid to the end of the opportunity buy now link

Path:  Infusionsoft  >  CRM  >  Opportunities  >  Choose Opportunity  >  Select an action  >  Send Buy Now  >  Link

Tips:  The Link URL will end with a serialized Id to identify the opportunity and load the cart with the correct products and subscriptions. Append &contactId=~Contact.Id~ to the end of the link. Click “Update“.

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