Organic Standard Funnel Initial Setup

VIP SET UP GUIDE

This document will guide you through setting up a standard organic funnel. The best way to use this document is to complete the steps in the order they are given and then perform the test at the end.

If you need any help tag your onboarding manager, we are always happy to help!

Step 1: Setting up your Custom Tracking Domain

Step 2: Tracking your Sources

To track specific organic links you need to manually add a custom parameter with a unique tag (which you can change deending on your needs). For more details, follow the use case examples below.

Step 3: Setting up the funnel

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: Tracking Customer Payments

How HYROS Matches Customer Payments To Their Source (IMPORTANT)

Choose Your Checkout System

IMPORTANT : Do not integrate a checkout system AND a processor. It will cause the checkout system to send in a sale and then cause the processor to send in the same sale causing DUPLICATE sales. Integrate only a checkout or ONLY a processor, not both.

Step 5: 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!