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How To Integrate Ontraport and Wicked Reports for Lead and Order attribution, and Email Tracking.

The quick process for integrating Infusionsoft and Wicked Reports.

Integrating Ontraport to Wicked Reports sends your new leads from Ontraport to Wicked Reports.  This allows Wicked Reports to track and attribute these new leads to the marketing spend and customer lifetime value from your ad platforms and revenue sources.

What does this mean for you?

  • Ontraport leads get retrieved each day by Wicked Reports and attributed against clicks and sales.
  • After manual UTM tagging of your emails is complete, Ontraport can attribute sales back to your individual emails when credit is deserved.
  • Wicked can generate Cohort Analysis reporting between your Ontraport leads and your shopping cart & order system revenue.
  • If you are also using Ontraport as your shopping cart / order system, we can also pull your sales and order revenue each day for attribution.

Integration Steps for Ontraport CRM Lead Data

  1. Log into ActiveCampaign and go to the API section
  2. Generate a new API key for Wicked Reports to be used during the connection wizard process from within Wicked Reports.
  3. Go to Setup -> Authorizations on the Wicked Reports menu.
  4. Find the Ontraport icon in the Contacts/Leads column and click connect.
  5. Follow the 1 minute connection wizard process.

Integration Steps for Ontraport Order and Revenue Data

  1. Log into ActiveCampaign and go to the API section
  2. Generate a new API key for Wicked Reports to be used during the connection wizard process from within Wicked Reports.
  3. Go to Setup -> Authorizations on the Wicked Reports menu.
  4. Find the Ontraport icon in the Orders column and click connect.
  5. Follow the 1 minute connection wizard process.

What Happens Next

Wicked Reports will pull all historical lead data from Ontraport to seed your account attribution.  This allows us to correctly identify these leads as already existing leads in the event they click,optin, or otherwise engage with your marketing funnels.  We can then attribute revenue to their actions using the correct attribution models.

Each morning at about 2am EST we will pull the previous day's new leads and attribute the marketing responsible for creating these new leads.  Anytime in the future when these new leads buy, we can attribute the revenue back to the marketing that created the lead and update the ROI accordingly.

Once you have authorized your order systems, we will pull sales & revenue data and then create cohort reporting between your Infusionsoft lead data and your order revenue data.

Wicked Reports auto-detects new lead and re-engaged lead conversion points with this integration.  We track these conversions back to marketing clicks and spend, and attribute the future sales and revenue from your shopping cart and order systems using various attribution models.

Note on Ontraport Email Tracking

Using Ontraport with Wicked Reports requires you to manually tag your emails with UTM tracking information.  For information on how to build UTM links using the Wicked UTM link builder, and to get email UTM best practices, go here: https://help.wickedreports.com/wicked-reports-link-builder

 This video has the outdated Ontraport UI but still shows quickly how to generate the API key for your integration process to be successful: