If you've installed our AnalyticsConnect.io software that automatically posts sales data from Infusionsoft into Google Analytics Ecommerce, you may be wondering how to use our software with upsell pages. This guide will tell you about one-click-upsell software packages that already work with AnalyticsConnect.io, and if you're a developer, it will tell you what you need to know to build a solution yourself.
One Click Up Sell for Order Forms by Fix Your Funnel is 100% compatible with AnalyticsConnect.io, so there's no complicated setup involved. Just install the AnalyticsConnect.io code on all upsell and thank-you pages. You'll also need to update your Referral Exclusion List inside Google Analytics. From the top menu inside Google Analytics, click on "Admin" and then under the middle section named "PROPERTY" click on "Tracking Info" and then "Referral Exclusion List". Add an exclusion for
One-Click Upsell by PlusThis is also compatible with AnalyticsConnect.io. There are two different ways to configure the PlusThis software, each requiring a different setup of AnalyticsConnect.io. The default PlusThis configuration will create a separate order for each upsell page, which is the setting we recommend. The non-standard configuration will adjust the original order to add any upsell items to the original order. That setting option inside PlusThis will look like the following picture. Depending on if you check that box or not, you'll follow one of the below sets of instructions.
1) Create New Order For Each Upsell Page (recommended method): Start by installing the AnalyticsConnect.io code on all upsell and thank-you pages. You'll also need to update your Referral Exclusion List inside Google Analytics. From the top menu inside Google Analytics, click on "Admin" and then under the middle section named "PROPERTY" click on "Tracking Info" and then "Referral Exclusion List". Add an exclusion for
2) Modify Existing Order - Add Upsell Items To Original Order: If you enable the "Add products to existing order" option, things are much more complicated. You'll need setup the Infusionsoft Payment Notification Webhook to report your sales. All sales will be "offline" sales in this case. While all transactions will be reported into Google Analytics and AdWords, the limitations of the Facebook and Bing Conversion Tracking platforms means that you won't see offline sales reported inside Facebook and Bing. You'll also need to update your Referral Exclusion List inside Google Analytics. From the top menu inside Google Analytics, click on "Admin" and then under the middle section named "PROPERTY" click on "Tracking Info" and then "Referral Exclusion List". Add an exclusion for
If you want to do it the hard way, there are some important things to consider...
Be sure that your method is creating a separate, new order for each upsell, rather than modifying an existing order. (If this isn't possible, you have the over-complicated option of using our Infusionsoft Payment Notification Webhook to hack a solution together that ignores anything to do with
orderid in the thank-you page URL.)
Check that you have the
orderid variable in the URL to tell our AnalyticsConnect.io code what transaction data to push into Google Analytics Ecommerce. Verify that the
orderid variable is always set to the the order that just happened. In other words, the
orderid variable should NEVER be set to the same thing on two different URLs as you travel through your upsell process.
The most common design error we see in upsell scripts: Some upsell software packages do things in the opposite way that Infusionsoft is correctly designed to work. They will correctly report
orderid on the first sale, but on the second sale (the upsell), they then take the liberty of miss-writing
orderid as the original sale (rather than the sale that just happened), and then makeup a new variable such as
neworderid to hold what should be
orderid. In the world of Infusionsoft,
orderid is always the order that just happened. If you are building software and for some reason want to have all the
orderid's in the chain written into the final URL, do it like this:
STEP 1: example.com/first-page?orderid=1000 STEP 2: example.com/second-page?orderid-1=1000&orderid=1001 STEP 3: example.com/third-page?orderid-1=1000&orderid-2=1001&orderid=1002
You will also want to verify that whatever code your running isn't confusing
invoiceid. You can read this document for a full explanation.
And finally, there is a big difference between using an "Infusionsoft Order Form" and using a "web-form that's been tweaked to create an order." If you're using a web-form that's been tweaked to create an order, Infusionsoft will NOT post the
orderid to the thank-you page and thus our AnalyticsConnect.io code cannot work. If you're unsure which you're using, you can view your Infusionsoft Order Forms from inside your Infusionsoft account under "E-Commerce". Go to "E-Commerce Setup", then "Checkout", and then "Order Forms." And while AnalyticsConnect.io is compatible with Infusionsoft's "Legacy Order Forms", we recommend upgrading them to the newer ones if possible.
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