Tracking Call Payments and Appointment Setters Correctly
How Call Tracking Works:
There are 3 typical call payment workflows that you may need to follow depending on how you process payments:
1) Sales Team Run the Payment Information
2) Customers Complete Payment on a Checkout Page
3) A Mix of Both of the Above
Tracking Calls from Appointment Setters
Please see THIS GUIDE to send calls via zapier.
Blacklisting (IP, Email, Phone and URLs) and Disabling Origin Lead Assignation
First, we highly recommend ensuring that the above flows are followed, this will give you the smoothest tracking possible.
That being said there may be times when a member of your sales team uses a tracked page by accident to process a payment or a call for a customer or you may have a particular flow where this is unavoidable, If this happens they will be associated with the event and will start to falsely link other leads together via the tracked IP address, Email and/or Phone number. To help minimize the risk of this happening there are 3 options:
1) Blacklist IP, Email addresses and phone numbers of your team inside Hyros.
2) Blacklisting URLs
3) Disable Origin Lead Assignation
Fixing Errors: Assigning Origin emails and Disconnecting Leads
NOTE: This will only correct the current data that has come in incorrectly, it does NOT solve the core issue. To make sure this doesn’t happen again you will need to make sure you are following the payment workflows correctly.
There are a couple of issues that can arise from not following the correct payment workflow, here is how you can fix these errors:
Sales are coming in with no sources or click history.
Sales are being attributed to the incorrect email
Ask your onboarding manager for clarification if needed.
