Installation & Troubleshooting Guide

We are in the process of updating all our documentation for GA4. Feel free to contact us if you need any help or clarification on anything.

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

Keap/Infusionsoft

Make sure that your shopping cart and/or order forms are fully functional. Test the Keap/Infusionsoft system to be sure it can run payments and complete transactions all the way to the thank-you page.

Verify that each product inside of Keap/Infusionsoft has both a unique product name and a unique SKU present.

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

By default, Keap/Infusionsoft adds URL variables when it sends traffic to your thank-you pages. The orderId and contactId variables must be working correctly for the AnalyticsConnect.io software to be functional. As an example of orderId, if your thank-you page is at http://www.example.com/thank-you.php and you process a test order via the Keap/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 inside that URL, our software won't know which order to lookup. Depending on if you're using the Keap/Infusionsoft shopping cart, an order form, or an older legacy feature, you'll see slightly different settings inside of Keap/Infusionsoft. Just look for the option that most closely resembles "send information to the thank-you page." A newsletter signup is similar, but there involving the contactId variable.

If you're using discounts or multiple product categories you'll want to read about how AnalyticsConnect.io maps Keap/Infusionsoft Discounts and Keap/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 Keap/Infusionsoft Affiliate System if you want to see this campaign data inside Google Analytics.

Google Analytics

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.

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 Keap/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 Keap/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 Ads

No setup is required from your AnalyticsConnect.io account. Simply follow Google's instructions on how to connect your Google Ads Account to the Google Analytics account you have configured AnalyticsConnect.io for.

Facebook Conversion Tracking

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

As with Ads, 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.

Bing Conversion Tracking

Please contact us for early access to the new Bing Conversion API.

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 a Keap/Infusionsoft account, and add your Google Analytics 4 measurement_id and api_secret (instructions for that here).

Next you'll need to install our software to your website. That software package along with instructions can be found on the Software page.

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 Keap/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 Keap/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.

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