Using Email Attribution, click and conversion scripts can be built into the forms used on your website to fire information from Infusionsoft to Everflow. This guide will explain how to send this event data between platforms.

For more about Infusionsoft - [Click Here]


Step #1

Set up the Offer in Everflow, including any relevant events. For more on setting up Events - [Click Here]

When setting up the Offer, be sure to:

  • Under Tracking & Controls, use Direct Linking.

  • Under Attribution, enable Email Ownership, and select the one you're tracking in Infusionsoft as the Associated Event. In this example, the base event is a Purchase.

Step #2

Copy the EF.click script from the Offer page. Keep this code handy as you will need to paste it into Infusionsoft soon.

For the EF.conversion script, we recommend:

  • clicking + Show Tracking Options, and

  • selecting Advertiser ID (instead of Offer ID) as the identifier.

Additionally, be sure you've chosen the correct event from the dropdown (Purchase) and fill in your macro for email (~Contact.Email~) here.

Again, keep this code handy as you will need to paste it into Infusionsoft soon.

Step #3

In Infusionsoft, click Campaign Builder and select Add a Campaign. Then, you may name your campaign.

Step #4

Under Goals, drag Web Form Submitted over to the right side. Then, click on the icon to select View and edit.

Step #5

Click the Snippets tab. Drag the HTML snippet to the area below. Then, paste the EF.click script. Save.

Step #6

Next, click the Thank You Page tab, then Snippets.

Step #7

Drag the HTML snippet to the area below. Then, paste the EF.conversion script and be sure to check that the proper macro for Email is included in the code. Save.

Step #8

Turn on the toggle labeled "Draft" to "Ready."

Step #9

Click Publish.

Step #10

Go back to the Edit screen, and then click the Code tab. Copy the Javascript Snippet and paste it onto your website.


Testing the Integration

To test, submit the form on your website and then run a Conversion Report.


NEED HELP? OUR CUSTOMER SUCCESS TEAM IS HERE FOR YOU!

We've assembled a superstar team of industry veterans that are available around the clock to make sure that your issues are resolved and questions are answered. You can reach out any time in-platform via Chat or by emailing support@everflow.io.

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