Installation & Troubleshooting Guide

If things aren't working as expected, or you're just not confident that Infusionsoft, Google Analytics, Google AdWords, and/or Facebook Conversion Tracking have been setup correctly, this guide will give you detailed information that will help you get everything running smoothly.

Infusionsoft Pre-Flight Checklist

Make sure that your shopping cart and/or order forms are fully functional. Test the Infusionsoft system to be sure it can run payments and complete sales.

Verify that each product inside of Infusionsoft has a unique product name and a unique SKU.

Use thank-you pages hosted on your website (rather than thank-you pages hosted at Infusionsoft) because you don't have 100% complete control of the page's code when it's an Infusionsoft hosted page.

You'll need to be sure you're passing the orderid variable to your thank-you page. As an example: If your thank-you page is at: http://www.example.com/thank-you.php and you process a test order via the Infusionsoft shopping cart, you should be sent to something like: http://www.example.com/thank-you.php?orderid=1234 as this is the default behavior. Your URL may have some other variables listed but if orderid isn't in the URL, our software won't know which order to lookup. Depending on if you're using the Infusionsoft shopping cart, an order form, or an older legacy feature, you'll see slightly different settings inside of Infusionsoft. Just look for the option that most closely resembles "send information to the thank-you page" and contact Infusionsoft tech support if you need further help with this.

If you're using any discounts or product categories you'll want to read about how AnalyticsConnect.io maps Infusionsoft Discounts and Infusionsoft Product Categories into Google Analytics Ecommerce.

If you're doing any upselling/downselling you'll want to read about Using AnalyticsConnect.io with Upsells.

If you're processing any subscriptions or multiple payments, you'll want to read about to Setup AnalyticsConnect.io for Subscriptions and Multiple Payments.

We have detailed instructions available on Building URLs for Infusiosoft Email Campaigns and Newsletters and Building URLs for the Infusionsoft Affiliate System if you want to see this campaign data inside Google Analytics.

Google Analytics Pre-Flight Checklist

First, you'll want to have Google Analytics installed to your website. Then verify that you can see page hits for your website inside of Google Analytics. If you're running a WordPress website, you have the option of using our WordPress Plugin to install Google Analytics for you. Just check the box inside of the WordPress Plugin Admin that says, "Write Google Analytics Tracking Code". It uses the information from your AnalyticsConnect.io account to automatically create the Google Analytics code with cross-domain tracking and display features enabled.

Next, verify that Ecommerce reporting inside of Google Analytics is active. Sign in to your Google Analytics account, and go to the "Admin" page. Select the account from the dropdown in the "Account" column. Select the property from the dropdown in the "Property" column. Select the view from the dropdown in the "View" column. Click on "Ecommerce Settings". Turn "Enable Ecommerce" to "ON", enable "Enhanced Ecommerce Reporting", and click "Submit" to save your settings.

To get the most out of Google Analytics, you'll want to setup cross-domain tracking, the tracking of page views on Infusionsoft hosted pages, and enable demographics. Our software will work whether you complete these steps or not, but we strongly recommend doing all three of them to get the most accurate and complete reporting possible. You may also be interested in sending the Infusionsoft Contact ID into Google Analytics as User ID.

One last thing: AnalyticsConnect.io uses Google Measurement Protocol to post your data directly into Google Analytics. This is important to understand because AnalyticsConnect.io will work whether or not you have the Google Analytics tracking code installed to your website, and no matter how you may have it configured. While properly configured Google Analytics tracking code is necessary for accurate reporting, it isn't required for AnalyticsConnect.io to push data into Google Analytics Ecommerce.

Google AdWords Pre-Flight Checklist

Enabling Google AdWords reporting from AnalyticsConnect.io is optional. This feature can be turned on and off from your Settings Page.

There are two ways to get your transaction data into Google AdWords. The first method is to have AnalyticsConnect.io write transaction data into Google Analytics and also into Google AdWords. The second method is to have AnalyticsConnect.io write transaction data into Google Analytics, and then have Google Analytics write that data into Google AdWords. Each of these methods have their own advantages and disadvantages. Please read our guide on Google AdWords Transaction Data Import Methods for detailed information.

The following only applies if you're going to have AnalyticsConnect.io write your transaction data directly into AdWords. If you are going to import your transaction data from Google Analytics, you can leave Google AdWords reporting disabled on your Settings Page.

If you already have AdWords running and tested, you're ready to use our system to report conversion values into AdWords. If you don't have any ads running and/or you haven't got basic conversions being reported to AdWords, get that working first BEFORE trying to setup our system to do the reporting. Only after you see conversions inside of AdWords, are you ready to use our system to report the conversions along with the conversion values.

You'll need to remove your original Google AdWords conversion tracking code from your thank-you page BEFORE activating AdWords tracking inside of our system. Our system will write all of the necessary code to your page (and duplicate code will cause strange behaviors).

If you need help finding the required settings inside your AdWords account, you can click on the question mark to the right on the input fields of your Settings Page.

Facebook Conversion Tracking Pre-Flight Checklist

Enabling Facebook Conversion Tracking reporting from AnalyticsConnect.io is optional. This feature can be turned on and off from your Settings Page.

As with AdWords, get basic Facebook Conversion Tracking working on your website BEFORE trying to setup our system to do the reporting. Only after you see conversions inside of Facebook, are you ready to use our system to report the conversions along with the conversion values.

You'll need to remove your original Facebook Conversion Tracking code from your thank-you page BEFORE activating Facebook Conversion Tracking inside of our system. Our system will write all of the necessary code to your page (and duplicate code will cause strange behaviors).

If you need help finding the required settings inside your Facebook account, you can click on the question mark to the right on the input fields of your Settings Page.

Finally, you'll want to follow these instructions to add sales values to your Facebook Ads Dashboard view.

Installing the AnalyticsConnect.io Software

First verify that you have filled out your Settings Page on the AnalyticsConnect.io system. At a minimum you'll need to authorize an Infusionsoft account, and add your Google Analytics Tracking ID.

Next you'll need to install our software to your website. Software packages and instructions can be found on the Software page. If you're using our WordPress Plugin, be sure to include our WordPress shortcode of [analyticsconnect-io] on your thank-you page.

If your website is doing any kind of caching, please read our notes on Using Caching.

For advanced configuration options, please read our API Documentation.

Troubleshooting

You can view real-time data generated by AnalyticsConnect.io from inside of your Google Analytics account. Go to the "Reporting" tab. Click on "Real-Time" inside the left sidebar, and then on "Events". Then select "Events (Last 30 min)" for "Viewing". Our software writes data under the "Event Category" of "AnalyticsConnect.io". Data usually shows here within seconds, but can take a few minutes when our servers are under heavy load.

To see event history, including errors, go to the "Reporting" tab. Click on "Behavior", then "Events", and then on "Overview". From there you can click on "AnalyticsConnect.io" to see details.

Run a test sale inside Infusionsoft and you should see an event generated on the "Real-Time" view described above. Click on the "AnalyticsConnect.io" event to see details. Within 24 hours the sales data should be visible in the Ecommerce reports, located under the "Reporting" tab, then click on "Conversions", and then on "Ecommerce", and then "Overview".

It's also valuable to know that if you do a "View Source" of your thank-you page and search for "AnalyticsConnect.io", you'll find data verifying the request was processed, or providing error info.

It's important to know that our system will only let each unique orderid be recorded once. This prevents duplicate data if a user reloads the thank-you page.

One last thing: Please understand that Google Analytics isn't a perfect system, and some data will slip through the cracks. When you're looking at page views, you're not aware of missing data because you have nothing to compare the Google Analytics data to. Google Analytics may say that your website got 1,289 hits, while that number was really more like 1,301. As you process more and more sales, sooner or later, you will see transaction data inside Infusionsoft that isn't reflected inside Google Analytics. While this can be annoying, realize that in terms of your data analysis a small percentage of lost data is statistically insignificant. If however, you're seeing that a huge percentage (3% or more) of your transaction data isn't making its way into Google Analytics, there's a problem. Additionally, you can check the Google Analytics App Status Dashboard to see if there are any current system problems with Google Analytics.

Using Our Software With Other Plugins

The following is a list of software we've tested our system with and any notes we think you'll need to know.

One Click Up Sell for Order Forms by Fix Your Funnel (Infusionsoft Plugin) - You'll need to update your Referral Exclusion List inside Google Analytics to include singleclicksale.com.

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