Phone Close Forms

This is the easiest way of tracking calls correctly. Especially if your reps are manually processing the payments.

To access the forms and manage any sales or subscriptions created by them, simply go to reporting -> phone closing as shown below:

To create a new form to send to your sales agents, click “new form” in the top right corner.
Also, using this feature, allows users to create multiple phone closing links, as many as you want.
This way, you can set up a separate phone closing link for each team you want to share it with.

If, for any reason, they want to revoke a particular team’s access, they can simply deactivate the link.

This will give you a form specific to your account, simply copy the URL and give that URL to your sales team. They can access this URL without logging in. Anytime they close, they just input the details as shown below and the sale will be matched with the correct lead inside hyros:

Note: The deduplication process of our Phone Close Forms also applies to sales coming from Integrations. If a Sale is registered with a Phone Closing form and the same Sale event is sent from a payment processor within the established timeframe (3 hours before to 3 hour after), Hyros will automatically de-duplicate the event. The sale from the integration will be prioritized and the sale from the Phone Close form will be disregarded.

How Phone Close Forms Work

Hyros will use the customer information to match the purchase email with the original lead that is already tracked in Hyros, even if the user enters more than one email during their journey.

This also applies if you have origin lead assignation turned off.

Inputting the correct date and time of the purchase is important because Hyros will use this information to ensure sales aren’t duplicated.

If ANY other sale has been attributed to the same lead either 3 hours before or 1 hour after the time and date of the purchase, then Hyros will block the sale from being generated, and will instead simply use the information inputted to ensure the sale is correctly tracked in case the lead uses multiple emails during the flow.

For example, a user clicks on “@fbad” and then books a call under “CallBookingemail@example.com” and then on the call they Purchase “$Hyrosproduct” at 12:00, and ask the sales rep to use “Purchase_email@hyros.com” with the sale.

If you are tracking sales via an integration such as Stripe, then depending on the flow “$Hyrosproduct” will be attributed to “Purchase_email@hyros.com” and we may not detect that this is the same person as “CallBookingemail@example.com”. This is an issue because we will not be able to attribute this sale back to the original email and therefore the ad click. We will instead have 2 different leads in Hyros with the following tags:

CallBookingemail@example.com – @fbad, $call.

Purchase_email@hyros.com – $Hyrosproduct

Entering the above call booking email and the Purchase email, just exactly as shown in the screenshot below will tell Hyros this is the same person so we know “$Hyrosproduct” should be attributed to “@fbad”.

Also in this example, Hyros will detect the pre-existing sale already applied to the lead at 12:00. Because the time of sale here is entered at 12:25, a new sale will not be generated:

Recurring Purchases

If you would like to charge the user a recurring subscription, then please note:

Rebill time period: how often the sale will be created. If Month is selected, and number 1 is entered, the rebills will be generated every 1 month

Number of rebills: How many rebills will be charged. The first charge does not count as a rebill.

So for example, if you want to charge the customer every month for 12 months, you should select the following:

Rebill time period = 1 Month 

Number of Rebills = 11

Which Currency is the Value of the Product?

The price entered for the product inside the form will be read by Hyros in your inbound currency set in your true tracking settings, and then converted inside Hyros to the Hyros currency.

For example, if your inbound currency is set to USD and your Hyros currency is set to Euros, then if you enter the value of 100, we will read that in USD and then convert it to GBP inside your account.

See HERE for more information on adjusting your currency settings.

Is the Phone Number Prefix Important?

This is very rarely important and should not be worried about. If the prefix of the number entered does not match with the lead’s number that we originally tracked, then they will be considered different phone numbers in our system. That being said, sales will be tracked correctly anyway via the email’s entered on the form, so please do not worry about the phone number matching exactly.

That concludes the setup, if you have any more questions please reach out to the support team.