Cookie Vault and Cookie System

KB2014103

If you're ready to use our AnalyticsConnect.io software that automatically posts sales data from Infusionsoft into Google Analytics Ecommerce, and you have some kind of advanced/non-normal configuration that dosen't play nice with the standard Google cookie, this article will explain how to use our Cookie System to get correct data.

Some examples of when you'll want to do this are:

• A delay of more than a few days between the user landing on your website and making a purchase.
• Tracking of multiple payments, delayed payments, or reoccurring payments for a sale (example: monthly subscription payments).
• Tracking of phone orders.
• Tracking any sale NOT made via the Infusionsoft shopping cart or order forms.

Setup

Go to your AnalyticsConnect.io Settings and under the heading "AnalyticsConnect.io Cookie Settings" you'll "Enable Cookie Vault" and click the "Update Cookie Settings" button.

Sending Leads

You now have the AnalyticsConnect.io Cookie Vault setup and ready. The last thing you need to do is actually capture the lead data so our system has something to work with when an offline transaction happens.

This next part is as much art as it is science... The trick is that we need to create a contact record inside Infusionsoft. Here's an example of how this may happen:

• User clicks on one of your AdWords ads (could be any source).
• When they land on your website, our software creates a traffic source cookie.
• The user finds an Infusionsoft form for a "Free Phone Consultation."
• User fills out the form, a Contact record is created inside Infusionsoft, and all the traffic source data (in this case all the data from AdWords) is saved inside AnalyticsConnect.io along with the Infusionsoft Contact ID.
• A week later, while on that free phone consultation call, your representative closes a sale, grabs the buyer's credit card info, and manually enters the sale inside Infusionsoft.
• Infusionsoft sends AnalyticsConnect.io a webhook telling us to process the order.
• We lookup the traffic source data from our Cookie Vault, package it with the transaction data, and send it all into Google Analytics/AdWords.

Maybe your website uses a "Free Phone Consultation" to create the contact record inside Infusionsoft. Maybe it's a newsletter signup. Maybe it's something else. This is the "art" part: You need to offer some kind of value that they'd be insane to NOT give you their first name and email address to cash in on that offer. Maybe you use multiple methods together, like a newsletter signup and a free phone consultation... different types of bait catch different types of fish. Do whatever it takes to create that contact record inside Infusionsoft.

Whatever combination of Infusionsoft forms you use to do this, keep a few things in mind... Each form should use a thank-you page hosted on your website (NOT at Infusionsoft). Please do NOT confuse "lead thank-you pages" with "sale thank-you pages" which need to remain completely separate. On the settings of the form, be sure you're sending the contactid variable to the thank-you page. Depending on if you're using a web form or an older legacy form, you'll see slightly different settings inside of Infusionsoft for this. 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.

Stitching Sessions Together With User ID

Optionally, to get the most accurate and complete traffic source data, you'll want to stitch together multiple user sessions and/or multiple user devices by enabling User ID functionality.

Viewing Lead Data

You can see real-time and historical data for your leads from inside your Google Analytics account under "Events". Here's an example of the data sent into Google Analytics for a lead:

Event Category: 
Event Action: Lead
Event Label: ContactID 12345

Related Resources

Subscriptions and Multiple Payments

Tracking Infusionsoft Phone Orders

Infusionsoft Payment Notification Webhook

Google Analytics User ID Setup for Infusionsoft

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