Hi Joe,
Glad to help! Here’s a bit more info…
I exclude my client’s Infusionsoft app URLs such as unXX. infusionsoft.com or unXX.infusionsoft.app in Google Analytics Referral Exclusions… so that a “referral” isn’t tracked by GA. This also helps to keep the original source and medium attached to the session.
The one extra thing that AnalyticsConnect does is STORE this info in its “cookie vault” - so if the contact buys something from you during that session or later, the original source and medium gets credited in GA.
If you setup referral exclusions for your Infusionsoft app, you can still trigger a GA event using Google Tag Manager because it will show the app URL as the referrer. It just won’t record that as the source and medium in GA.
I fire tags in GTM based on the Infusionsoft form ID in the referrer. This way, I know that a form thank you page view from a referrer containing the form ID is a unique form submission, not just a pageview.
Hope this extra info helps!