Go HighLevel integration App

Objective

This SOP outlines the steps to integrate Go High Level with AnyTrack for tracking conversions effectively.

Key Steps

 

1. Create a New Property 0:00

• Start by creating a new property if you don't have one yet.
• Assign a name to the property.
• Enter the main URL for the property.

 

2. Copy AnyTrack Tracking Tag 0:40

• Copy the AnyTrack tracking tag.
• Alternatively, you can use Google Tag Manager if preferred.

 

3. Access High Level Account 1:00

• Log into your High Level account.
• Open the funnel you want to connect with.

 

4. Paste Tracking Tag 1:17

• Navigate to the settings of the funnel.
• Paste the AnyTrack tracking tag in the head tracking code.

 

5. Save Settings 1:32

• Ensure to save your settings after pasting the tracking tag.

 

6. Verify Tracking Tag 1:50

• Click 'T' to verify that the tracking tag has been counted.
• Wait a few seconds for the URL to be validated.

 

7. Install Grow High Level Integration 2:28

• Go to the integration catalog.
• Search for 'Grow High Level'.
• Select the Grow High Level integration and click 'Install Integration'.

 

8. Select Property for Integration 2:46

• Choose the property you just created for the integration.
• Click 'Next'.

 

9. Connect to Grow High Level 3:00

• Review the different permissions required.
• Select the property or sub-account to connect with.

 

10. Save Integration 3:37

• Save the integration settings.

 

11. Test Conversion Tracking 3:56

• Go through your funnel to test if conversions are being tracked.
• Ensure that form submissions and checkout initiations are being recorded.

 

12. Check Event Log 6:15

• Access the event log in AnyTrack to see if the test lead has been created.

 

13. Schedule Events 7:20

• Check for scheduled events in the event log after refreshing.

 

14. Complete Purchase Process 8:41

• Proceed to make a purchase through the funnel.
• Ensure all customer information is captured correctly.

 

15. Review Conversion Reports 9:55

• Go back to AnyTrack to check the conversions received.
• Review the event log for purchases and other tracked events.

 

16. Verify Customer Data 11:01

• Ensure that customer data is formatted correctly in the conversion event log.

Cautionary Notes

• Always double-check that the tracking tag is correctly pasted and saved in the funnel settings.
• Ensure that the correct property is selected during the integration process to avoid data discrepancies.

Tips for Efficiency

• Use Google Tag Manager for easier management of tracking tags.
• Regularly check the event log to ensure all conversions are being tracked accurately.
• Document any issues encountered during the integration for future reference.