Organic Sales Call Funnel Initial Setup

SET UP GUIDE

This document is to provide step by step guidance on how to initially set up your HYROS account.

For the easiest setup, please follow each step in the exact order laid out:

Step 1: Setting up your Custom Tracking Domain

Step 2 – Tracking your Sources

Please select from the dropdown depending on what you would like to track and follow the guide:

Step 3: Tracking The Lead Or Opt-In

Notes: Although Google Tag Manager may work, it is more likely to be blacklisted by anti-tracking browsers etc, and as it is a third party script it may incur other additional unforeseen errors with tracking. Therefore for the most accurate tracking, we recommend adding the scripts directly inside the header of each page.

It is optimal to place the scripts at the VERY top of your load order.

Step 4: Setting Up Call Tracking Software

How HYROS Matches Customer Payments To Their Source (IMPORTANT)

Step 5: Tracking Customer Payments

IMPORTANT : If your team runs your customers cards via checkout forms ENSURE that the forms your sales team uses have NO TRACKING on them. Also, if there is an option inside your integration to “discard IP from events”, we suggest turning this on. Otherwise Hyros will track your phone reps and misattribute tracking. Click HERE or ask your onboarding manager for clarification if needed.

Step 5.1: IF Your Team Manually Runs Customer Cards

Step 5.2: If Your Customer Self-Checks Out (The Customer Enters In Credit Card Details and Completes Checkout From Their Device)

Step 6: Setting up your currency

Step 6: Testing And Confirming Your Tracking

What I should do next?
Now that you’ve completed your setup, we’re ready to learn how to read and start scaling up your business. Follow this link to get started!