E-Commerce Initial Set Up

VIP SET UP GUIDE

This document is to provide step by step guidance on how to initially set up your HYROS account for an E-Commerce store.

The best way to use this doc is by completing the steps in the order they are presented. Simply click on the platforms/system that your business uses and ignore systems you do not use.


Step 1 : Setting Up Your Ads

This will guide you through the process of integrating your Bing ads with Hyros:

First: Watch this IF YOU IMPORT ADS FROM GOOGLE OR FACEBOOK

Main Setup

Video Guide

{lpurl}?h_campaign_id={CampaignId}&bng_id={AdGroupId}&h_ad_id={adid}

   
Main Setup – Written Guide

Written Guide

Step 1- Please go to Hyros > Settings > Integrations and click on the Configure link below Bing Ads:

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Click on +Add Account to start the process, give a name or a nickname to your account, click on Bing Ads Sign in and follow the prompts:

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Step 2 – Please access your Bing Ads account and click on Ad Groups, select all your ad groups and click on Edit, after that please click on Change URL options:

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Please add the Hyros tracking script for Bing to the Tracking template field. The script to use is:

h_campaign_id={CampaignId}&bng_id={AdGroupId}&h_ad_id={adid}

If there are no existing UTMs in the tracking template field we need to add a landing page redirect script {lpurl}? at the beginning of our code.

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If other UTMs are present please connect our tracking code at the end of the existing UTMs through an ampersand sign (&) as shown in the example below:

ExistingUTM&h_campaign_id={CampaignId}&bng_id={AdGroupId}&h_ad_id={adid}

Click on Save to complete this step of the process.

Step 3 (Optional) – To confirm the tracking script has been added to all our Ad Groups please scroll to the Tracking Template column:

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If this column is not visible please activate it from Columns > Modify Columns > Attributes and then click on Add next to Tracking Template.

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“Need admin approval” Error

Please follow this guide if you are trying to integrate with Bing and see an error similar to this:

The most common cause of this error is simply not using an account that has “admin” or “super admin” access to the bing ads account that you want to track with.

Please check your account and ensure that you see “Super Admin” Under the Account Role tab and that this access is given to the same account email that you are using to create the integration. It should also have access to all of the ad accounts that you are trying to track with under the “Access to” section as seen here:

If you have checked this and are sure that the account you are using has the correct access, then there may be a different error here:

If Your Organization Has Access to Microsoft Azure Active Directory

The error is caused by User permission settings in corporate MS Azure Active Directory. Specifically, the option “User can consent to apps accessing company data on their behalf” is set to “No”, along with the setting for accessing the groups’ data, as shown here:

There are 3 ways of resolving this issue:

Solution 1 – allow the end users to register consent for Apps on their own.

  1. Log in to Azure AD using Admin credentials
  2. Go to Enterprise applications → User settings
  3. Switch the setting “User can consent to apps accessing company data on their behalf” to Yes

Enabling of the setting “User can consent to apps accessing company data for the groups they own” is optional.

Solution 2 – Grant Admin Consent for a Specific Application

  1. Log in to MS Azure AD (https://portal.azure.com) with Admin credentials.
  2. Go to Enterprise Applications.
  3. Select All Applications.
  4. Type “Hyros” in the search field to find the App and select it.
  5. In the App security settings, open the “Permissions” tab and click “Grant Admin Consent for {Company Name}”.
  6. Log in with Office 365 Admin credentials and click “Accept” in the “Permissions requested” dialog that appears.
  7. Refresh the page with Permissions for the application you’ve just registered consent for.
  8. The list of consent permissions will be displayed in the Admin Consent tab on the Applications page.
  9. After that, all the users should be able to integrate with Bing inside Hyros.

Solution 3 – Grant Access to Hyros via the Local Office 365 Admin Account

The local Office 365 Admin can register consent for the App on the initial log-on. This method requires the Office 365 Admin to integrate in Hyros.

Setup actions to be performed by the Admin (Notice that this is not a Bing Ads admin, this is the admin of the Office 365 Subscription).

  1. Integrate with Office 365 Admin credentials in Hyros
  2. In the following “Permissions Requested” dialog window: select the checkbox “Consent on behalf of your organization” and click Accept

If the authorization is successful, a successful notification will appear. Now the consent to use the App has been granted for the whole organization and all end users in it are allowed to integrate Hyros with Bing.

If the Office 365 subscription admin does not want to have an integration using their credentials, the previously created integration can be deleted and replaced now with anyone in that organization.

Facebook Ads Video Set Up Guide

Note 1 : Updating ads will reset the learning phase, may reset engagement, and will require Facebook to review and re-approve your ads. This should not dramatically effect ad performance. The ROI gained/saved from tracking ads will greatly outweigh and justify the re-learning.

Note 2: Although Facebook’s behaviour is unpredicatable, if you want to reduce the chances of social proof being reset, follow THIS GUIDE instead of the first step in the video, which covers adding the parameters. You will still need to follow this guide for the rest of the setup.

Note 3: This will NOT work for Messenger Ads, please reach out to support if you are using messenger ads.

Note 4: Do you already use the Wicked reports or TripleWhale URL parameters? You can go directly to the Wicked Reports/TripleWhale section at the end of this article.

To track your Facebook ads take the parameter below and paste it in the tracking url parameter area of EVERY ad in your Facebook ad accounts and hit publish.

HYROS Facebook URL Parameter : fbc_id={{adset.id}}&h_ad_id={{ad.id}}

 

This completes the setup for Facebook, please see below for any other optional steps:

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Written Guide

 

Step 1 : Place this URL parameter in the tracking area of EVERY ad in your ad account : fbc_id={{adset.id}}&h_ad_id={{ad.id}}. (Seen at 0:25 in the video above)

This will place tracking on ALL links, even those in the content of the ad when clicked.

IF you already have UTMs or parameters in your tracking area add our url parameter with an “&” sign.

Example : utm1&fbc_id={{adset.id}}&h_ad_id={{ad.id}}

Step 2 : Create a preview link like in the video above at (1:43). Click the link and ensure that your link has our tracking parameter and the campaign ID in the link. It should appear cleanly in the URL.

The url below is an example of a clean parameter. It should appear exactly like it does below.

https://ironstrategy.net/opt-in-weekly35478108?fbc_id=23844223764970489&h_ad_id=236458437636&fbclid=IwAR2jyW1FyJL

If your final url is not showing the parameter or is messy use the trouble shooting guide below.

NEXT : Integrate with your Facebook account here. This will be able to access all ad accounts you have admin access too.

Optional Steps

1) Manually Importing Ads and Ad Sets 

This is especially useful if you have any awareness campaigns where a call to action button isn’t present or traffic isn’t being sent to your landing page.

Normally, as soon as a click event is tracked from an ad, the ad and ad set is automatically imported into Hyros along with the ad/ad set costs and other relevant information. However, if there is no click event to be tracked, you will need to import the ad and ad set manually into hyros in order to receive the costs from that ad/ad set.

NOTE: This will NOT enable you to track view through conversions or associate any ads without a call to action button with purchases. It WILL allow you to track the costs associated with the ad set.

To configure this, simply go to your Facebook integration and click “Import Ads and Ad Sets”:

2) Blacklisting Ad Accounts

By default you will be able to view all ad accounts that the facebook account you have integrated with has access to inside your integration. We will not take any data from the ad accounts unless tracking is set up or ad sets are manually imported.

However if you have non disclosure agreements or want to keep ad account names private for any reason, you also have the option to blacklist or block ad accounts from being seen inside the integration here:

If you want to use the ad account again inside hyros, the only way to unblock the account will be to re-integrate with Facebook.

THEN move to step 2.

Facebook Trouble Shooting

IF your final url does not show the parameter at all make sure you are not using a redirect like bit.ly.

IF your final url show the parameter in a messy way such as “%%fbc_id%=214234” make sure you did not put a “?” before the parameter AND if you added it to existing UTM make sure you placed “&” before it.

IF the parameter will not show after the steps above contact your onboarding rep on Facebook OR use support via the live chat in the lower right hand corner of this page and say “My Facebook ad URL parameters are not working”

Wicked Reports/ TripleWhale
  • Wicked Facebook URL parameter: WickedSource=Facebook&WickedID={{ad.id}}

 

  • TripleWhale Facebook URL parameter: fbadid={{ad.id}}

 

If you already have the Wicked Reports or TripleWhale parameters above installed in all your active Facebook ads, there is no need to follow the steps above. You just need to integrate your Facebook account from here.

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

Tracking Facebook Lead Ads

Tracking Facebook Lead Ads

First, please make sure you have integrated correctly with Facebook. If you have not done this yet, follow THIS GUIDE before proceeding.

After Facebook is integrated successfully, go to your Facebook integration inside Hyros then click on the “Leads Ads” tab. You should see a list of Facebook pages that you can subscribe to.

IF you don’t see any pages, please check the following:

1. Make sure you have admin access to all pages you want to use.

2. You may need to re-integrate with Facebook so you can accept permissions for Hyros to access your pages.

IF leads still aren’t entering Hyros, make sure you have toggled Hyros On inside your Leads Access settings:

Please also make sure we have the right access options enabled by going to your Meta Business Manager > Integrations > Lead Access, then select the right account to work on and click on Restore Default Access:

This will conclude the set up for Facebook Lead Ads. If you have any issues please reach out to the onboarding team or in-app support.

Facebook Leads page tagging

Hyros now automatically adds a tag to Facebook Leads to identify the actual page where the opt in ocurred giving us more tools to identify specific lead behavior and make decissions based on it. If you want to restrict report results by page tag please go to Hyros > Reporting and choose the type of report you want to run:

After choosing the type of report to generate please click on Advanced options and then on the +Add tag button:

Then select the tag(s) you want to be shown and click on Generate Report:

The resulting report will only show us Leads with the selected tag(s) attributed to their journey.

Note: Do you already use the Wicked reports or TripleWhale URL parameters? You can go directly to the Wicked Reports/TripleWhale section at the end of this article.

Please follow these 2 steps to set up tracking for your Google ads:

Step 1 – Integrate with Google

Integrate with the Adwords account you would like to track HERE to complete connecting to Adwords. If you have multiple accounts you will need to connect each of them.

NOTE : When connecting HYROS to Google Ads do NOT connect with the MCC or manager account. Connect with an Google account that is directly connected to the Google Ads account you would like to track as an admin.

OPTIONAL STEP: Manually Importing Campaigns and Ads 

This is especially useful if you have any awareness campaigns where a call to action button is not present or traffic isn’t being sent to your landing page.

Normally, as soon as a click event is tracked from a campaign or ad, it is automatically imported into Hyros along with the costs and other relevant information. However, if there is no click event to be tracked, you will need to import the campaign/ad manually into Hyros in order to receive the costs from that ad set.

NOTE: This will NOT enable you to track view through conversions or associate any ads without a call to action button with purchases. It WILL allow you to track the costs associated with the Campaigns.

To configure this, simply go to your Google integration, click configure and click “Import Campaigns” inside “account configuration” as shown in the above video.

Step 2 – Add the Hyros Tracking UTM Parameter and Test your Ads

Please add your parameters depending on the campaign type as shown below.

Please also note that at this moment in time Hyros can not track Google experimental Campaigns. Experimental campaign tracking is expected in the short term future.

Shopping and Smart Shopping Campaigns

TO BULK EDIT PRODUCT GROUPS: Following the video, you can not add the Hyros UTM tracking parameter at bulk to your product groups. However you can do this instead by downloading a product group report with the “tracking template” column open from Google, and then bulk adding the Hyros tracking parameter and re-uploading it to Google. To do this please follow Google’s documentation HERE.

.

HYROS Google Shopping URL Parameter : {lpurl}?gc_id={campaignid}&h_ad_id={creative}

IF you already have UTMs or parameters in your tracking area add our url parameter with an “&” sign.

Example : {lpurl}?utm1&gc_id={campaignid}&h_ad_id={creative}

Performance Max Campaigns

HYROS Performance Max Campaign Tracking template: {lpurl}?gc_id={campaignid}

IF you already have UTMs or parameters in your tracking area add our url parameter with an “&” sign.

Example : {lpurl}?utm1&gc_id={campaignid}

Smart Campaigns

HYROS Smart Campaign Tracking template: ?gc_id=

Please find the campaign ID for that specific campaign inside the campaign settings. Add it in front of the “=”. For example, if the campaign ID is “1234567”, then you should have “?gc_id=1234567”

IF you already have UTMs or parameters in your tracking area add our url parameter with an “&” sign.

Example : www.hyros.com?utm1&gc_id=1234567

You can not add the URL parameter at ad group level, instead:

  1. Copy the tracking parameter here: ?gc_id=
  2. Find the campaign ID for that specific campaign inside the campaign settings. Add it in front of the “=”. For example, if the campaign ID is “1234567”, then you should have “?gc_id=1234567”
  3. In your Smart Campaign settings, go to “Ad text, images & landing page”.
  4. In “Landing page” paste the Hyros parameter at the end of the Website URL as shown here, with the campaign ID at the end, and click save:

All Other Campaigns and Testing

HYROS Google Shopping URL Parameter : {lpurl}?gc_id={campaignid}&h_ad_id={creative}

IF you already have UTMs or parameters in your tracking area add our url parameter with an “&” sign.

Example : {lpurl}?utm1&gc_id={campaignid}&h_ad_id={creative}

Testing Your Ads

Create a test link like in the video above. Click the link and ensure that your link has our tracking parameter and the campaign ID in the link. The URL parameter should appear cleanly EXACTLY like in the example link below.

https://alexbecker.org/bp?gc_id=7558136338&h_ad_id=173636632

If the parameter is not in the final URL OR is messy use the troubleshooting steps shown here:

Google Trouble Shooting

IF your final url does not show the parameter at all make sure you are not using a redirect like bit.ly.

IF your final url shows the parameter in a messy way such as “%%fbc_id%=214234” make sure you did not put a “?” before the parameter AND if you added it to existing UTM make sure you placed “&” before it.

Also ensure all UTM parameters are in the same place. If some are placed at ad group level and others at ad level they will break tracking.

IF the parameter will not show after the steps above contact your onboarding rep on Facebook OR use support via the live chat in the lower right hand corner of this page and say “My Google ad URL parameters are not working”

To help us troubleshoot, please also send us 2/3 ad preview links as shown in the video, along with a screenshare or screenshot displaying our parameters clearly attached in the tracking template column.

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IF you are using ppcshield : Do NOT add the URL parameter at ad group level, instead:

  1. Add the ppcshield tracking template provided by ppcshield in the “Tracking Template” field in “account settings”. Do NOT add the Hyros URL parameter here.
  2. At the end of the Tracking template, copy and paste this text: &url={lpurl}
  3. Copy and paste the Hyros URL parameters here into the “Final URL suffix” below the Tracking template: gc_id={campaignid}&h_ad_id={creative}
  4. Ensure you do not have any other utms placed anywhere else. Any utm’s placed at ad group or ad level will be prioritized and drop the Hyros URL parameter.

 


Wicked Reports/TripleWhale

           

  • Wicked Google URL parameters: {lpurl}?wickedsource=google&wickedid={gclid}&wickedid={creative}&wcid={campaignid}

 

  • TripleWhale Google URL parameter: gadid={creative}

 

If you already have Wicked Reports or TripleWhale parameters installed in all your active Google ads, there is no need to follow the steps above. You just need to integrate your Google account from here.

Important: If you have the Wicked Reports or TripleWhale parameter installed at the account level and at the same time you have other utms placed at ad group or ad level, please note that utm’s at the ad group and ad level will be prioritized and the Wicked Reports URL parameter will drop.

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

 

 

Important! If you run Shopping ads, please note that Google’s automatic setup does not cover this type of ads.
For Shopping ads we use a different type of parameter and the setup has to be done manually at the Ad group level. Please make sure to use this parameter:
{lpurl}&gc_id={campaignId}&h_ad_id={creative}

 

STEP 1: Go HERE and integrate with Google. Login to Google to complete the integration.

STEP 2: Find the account you want to track in, then click “configure” and find the configure automatic tab:

STEP 3: Once your ads are loaded select them all by checking the high checkbox. Then hit confirm and then confirm once more.

STEP 4: Confirm your tracking by creating a preview link following THIS GUIDE. Click the link and ensure that your link has our tracking parameter and the campaign ID in the link. It should appear cleanly in the URL.

The url below is an example of a clean parameter. It should appear exactly like it does below.

https://ironstrategy.net/opt-in-weekly35478108?gc_id=7558136338&gclid=CjwKCAjwssD0BRBIEiwA-JP5rMKKcV6jD4NUm6qqO_BcKIv6ErEwnpVIZnlIi0J9QxzrX4w0a2yBehoC2zQQAvD_BwE

If your final url is not showing the parameter or is messy use the troubleshooting guide below.


Trouble Shooting

IF your final url does not show the parameter at all make sure you are not using a redirect like bit.ly.

IF your final url show the parameter in a messy way such as “%%gc_id%=214234” make sure you did not put a “?” before the parameter AND if you added it to existing UTM make sure you placed “&” before it.

IF the parameter will not show after the steps above contact your onboarding rep on Facebook OR use support via the live chat in the lower right hand corner of this page and say “My Google ad URL parameters are not working”.

Video Guide:

Hyros tracking parameter: ?lnk_id=

(You will need to find the campaign ID and paste it after the “=” as shown in the video)

 

This completes the setup for Linked-In, please see below for any other optional steps:

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Written Setup Guide

Step 1 – Add Integration Inside Hyros

  1. Go to your integration settings and find the Linked In integration HERE.
  2. Click “add account”, then name the integration however you like.
  3. You will then be redirected to Linked-In and be asked to log in, do so and then select the ad account you would like to track with.

Step 2 – Add the Linked-In Tracking Parameters to Your Ads

First, find the campaign ID here:

Next, add the campaign to the end of our Linked-In Tracking Parameter: ?lnk_id=

So in this example, the campaign ID is 191161243, so the parameter we will use on all ads in this campaign is ?lnk_id=191161243

After, go to your ad and select “edit”, paste the whole parameter with the campaign ID at the end of your destination URL as shown in the dropdown below

If you have multiple utms already, then you need to add our parameter at the end of them with an “&” instead of an “?”. For example, the URL should look similar to this:

www.hyros.com?utm_source=LinkedIn&lnk_id=191161243

You can also add the parameters in exactly the same place when creating new ads.

Testing your Ads

To test your ads, click the drop down on your ad and select “preview”. Then click on the call to action button.

Once your landing page has loaded, you should see our tracking parameters and your campaign CLEANLY inside the URL:

As shown above, your URL should look similar to this:

www.hyros.com?lnk_id=191161243

If the hyros UTM parameter and/or the campaign ID do not show up cleanly in the URL or do not show up at all, then please check the following:

  • Ensure you do not have any redirects on your ads. The URL set in the ad should match with the final landing page URL.
  • Ensure the parameters were attached correctly and there are no typos etc.
  • Please also ensure you are previewing the ad EXACTLY as shown in the above example, some previews do not pass on the parameters correctly.

If you have done all of the above and still can’t find the issue, please reach out to the support team. Otherwise, the Linked-In ad setup is complete.

Manually Importing Sources – For Engagement Ads

Manually Importing Ads 

This is especially useful if you have any awareness campaigns where a call to action button is not present or traffic isn’t being sent to your landing page.

Normally, as soon as a click event is tracked from an ad, it is automatically imported into Hyros along with the costs and other relevant information. However, if there is no click event to be tracked, you will need to import the ad manually into Hyros in order to receive the costs from that source.

NOTE: This will NOT enable you to track view through conversions or associate any ads without a call to action button with purchases. It WILL allow you to track the costs associated with the ads.

To configure this, simply go to your Linked-in integration, click configure and click “Import” as shown here:

Note: Do you already use the TripleWhale URL parameters? You can go directly to the TripleWhale section at the end of this article.

For Catalog campaigns ONLY: Under ad details insert {unescapedlpurl}&pnt_id={adgroupid} in the “Third Party Tracking” field as shown below:

For any other campaign type, please follow the video guide below:

Hyros UTM Tracking Parameter for Pinterest: ?pnt_id={adgroupid}&h_ad_id={adid}

 

Note: Do you already use the  TripleWhale URL parameters? You can go directly to the TripleWhale section at the end of this article.

Snapchat ad parameter: ?snc_id={{adSet.id}}&h_ad_id={{ad.id}}

 

This completes the setup for Snapchat, please see below for any other optional steps:

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Written Setup Guide

Step 1 – Add the Hyros UTM Tracking Parameter

Copy the following Parameter and paste it directly at the end of landing page link set for your ads or when first creating a campaign: ?snc_id={{adSet.id}}&h_ad_id={{ad.id}}

If you have any other utms you want to place on the URL as well, just add an “&” between them. For example:

www.hyros.com?utm_source=snapchat&snc_id={{adSet.id}}&h_ad_id={{ad.id}}

Step 2 – Test Your Ad

You can test this parameter by going to the “Build a Url Parameter” when configuring or editing an ad:

Select the preview link as shown:

You should then see in the URL our parameter cleanly attached with “snc_id=successful_adSet_id” as shown:

https://hyros.com/?snc_id=successful_adSet_id

If it does not land on the page cleanly like this then something is wrong, please check the parameters have been placed correctly on the URL and that there are no redirects present that may drop the parameters.

Step 3 – Integrate with Snapchat

Go to your integration settings inside Hyros or click HERE to go directly to the Snapchat integration settings. Name the integration.

Log in with Snapchat and select the organization and ad account you would like to track with.

We also recommend checking that your Hyros timezone matches your timezone for your Snapchat ad account. You should be asked to change this once the integration is complete, but you can check your Hyros timezone in your profile settings HERE.

This concludes the Snapchat setup.

TripleWhale

TripleWhale

  • TripleWhale Snapchat URL parameter: scadid={{ad.id}}

If you already have  TripleWhale parameters installed in all your active Snapchat ads, there is no need to follow the steps above. You just need to integrate your Snapchat account from here.

Optional Steps

Manually Importing Ads 

This is especially useful if you have any awareness campaigns where a call to action button is not present or traffic isn’t being sent to your landing page.

Normally, as soon as a click event is tracked from an ad, it is automatically imported into Hyros along with the costs and other relevant information. However, if there is no click event to be tracked, you will need to import the ad manually into Hyros in order to receive the costs from that source.

NOTE: This will NOT enable you to track view through conversions or associate any ads without a call to action button with purchases. It WILL allow you to track the costs associated with the ads.

To configure this, simply go to your Snapchat integration, click configure and click “Import” as shown here:


 

Note: Do you already use the TripleWhale URL parameters? You can go directly to the TripleWhale section at the end of this article.

Video Guide:

IF YOU RUN LEAD GENERATION ADS Please review the section below labelled “Lead Generation Ads” as well as the standard setup guide.

HYROS Tik-Tok URL Parameter: ttc_id=__AID__&ttclid=__CLICKID__&h_ad_id=__CID__

Lead Generation Ads

Please toggle on “Lead Ads Generation” under “Webhooks” as shown here:


This completes the setup for Tik-Tok, please see below for any other optional steps:

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Written Setup Guide

Step 1 – Install the Tik-Tok URL parameter 

1. Inside Hyros go to www.hyros.com?ttc_id=__AID__&ttclid=__CLICKID__&h_ad_id=__CID__

 

NOTE: IF you already have other parameters attached to the URL link, separate the parameters with an “&” sign. This is what the link should look like:

 

Example:   www.hyros.com?utm_source=example&ttc_id=__AID__&ttclid=__CLICKID__&h_ad_id=__CID__

 

IMPORTANT! Please note that if you edit an Ad after it has already been published, you will not be able to edit the URL field. The process of installing the parameter must take place before publishing an Ad.

 

Step 2– Create the integration inside Hyros

1. Inside your Hyros account go to Integrations -> (opens in a new tab)”>Settings -> Integrations -> Configure Tik-Tok -> Add Account.

2. A pop-up window will appear and you need to enter a name, for example, Hyros. Then click the Tik-Tok sign in button.

3. You will be redirected to the Tik-Tok page where you must to grant Hyros permission to access your Ad accounts. Before confirming permission, make sure you check “Click to Agree to the Platform Agreement”.

4. Once you click confirm, you will be automatically redirected to your Hyros account where you need to select the Ad account that you wish to track and click Save.

This concludes the integration for Tik-Tok.

TripleWhale

TripleWhale

           

  • TripleWhale Tik-Tok URL parameter: ?ttadid=__CID__

or

?tw_source=tiktok&tw_adid=__CID__

 

If you already have TripleWhale parameters installed in all your active Tik-Tok ads, there is no need to follow the steps above. You just need to integrate your Tik-Tok account from here.

Optional Steps

Manually Importing Ads 

This is especially useful if you have any awareness campaigns where a call to action button is not present or traffic isn’t being sent to your landing page.

Normally, as soon as a click event is tracked from a your ads, it is automatically imported into Hyros along with the costs and other relevant information. However, if there is no click event to be tracked, you will need to import the source manually into Hyros in order to receive the costs from those ads.

NOTE: This will NOT enable you to track view through conversions or associate any ads without a call to action button with purchases. It WILL allow you to track the costs associated with the ads.

To configure this, simply go to your Tik Tok integration, click configure and click “Import” inside the “About” tab as shown in this example:

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

 

 

Please follow this guide to track any call to action links on your Twitter Ads:

 

Video Guide:

Please copy the Hyros Tracking Parameter here and place it at the end of your call to action links with the ad group ID attached in front of the “=” symbol: ?twt_id=

 

This completes the setup for Twitter.

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Written Setup Guide

1- Configure and draft the campaign and ad group you want to advertise. Please do not publish it right away because you will not be able to add or adjust our tracking parameter after publishing.

2- Go to the ad Manager and find the ad group that was drafted. Here you will be able to see the ad group ID, which is what we are going to need in order to generate the tracking parameters and identify the traffic that arrives to the page through the Tweet we want to advertise.

Then add the ad group ID to the end of our tracking parameter: ?twt_id=

So in this case, if the ad group ID is “38108611” then the full tracking parameter you will need to copy is ?twt_id=38108611.

3- Now create a new tweet and add the tracking parameter with the ad group ID to the end of the Call to action link.

Twitter does not allow editing live Tweets, so one cannot just go to the desired Tweet and change the link in it in order to add the tracking parameters. For this reason, a new tweet with the link that has the tracking parameters appended must be created.

For example:

We want to drive people to our store https://mystore.com/ , in this case the new Tweet that will be advertised must have the following link in it: https://mystore.com/?twt_id=3810861

4- Once the new Tweet is created, we can go back to the campaign -> ad Group setup and select the Tweet, and then publish when ready.

This will conclude the setup process for tracking a Twitter ad. When someone clicks the link in the Tweet, they will be redirected to the desired page and the tracking parameter will be tracked by the Hyros Universal Script.

 

Misc Ad Platforms

Please see below for a list of all other ad platforms that we do NOT have a direct integration with yet. We can still track these using manual source UTM parameters:

AdRoll Tracking Parameter (This is an updated version, please use the full set of parameters below instead of the one shown in the video):
?sl=[ADROLL:CAMPAIGN_NAME]&htrafficsource=AdRoll

To add the URL parameter above, just go to your ad library and select all ads. Then add the Hyros tracking parameter directly at the end of the “Destination URL” and click “apply all ads” as shown here:

If you have other UTMs already at the end of the link, you can add the Hyros tracking parameter at the end of those UTMs with an “&” symbol instead of a “?”:

This image has an empty alt attribute; its file name is Adroll-with-other-utms-1024x556.png

Also please note depending on the ad type, you may not have a “Destination URL” field but instead see a “UTM Parameters” field. You can add the parameters here in exactly the same way as shown above. However do NOT place utms in more than one place.

 

This image has an empty alt attribute; its file name is Adroll-Adding-to-utm-params.png

Video Guide:

 

Reddit Ad Tracking Parameter (This is an updated version, please use the full set of parameters below instead of the one shown in the video above):

?sl={{AD_NAME}}&htrafficsource=Reddit&hcategory={{ADGROUP_NAME}}

Video Guide:

Taboola Tracking Parameter (This is an updated version, please use the full set of parameters below instead of the one shown in the video above):

?sl={campaign_name}&htrafficsource=Taboola

If you do not see your source inside this guide, you can track any misc ad source by simply adding ?sl=youradsourcename to the end of the URL of any of your ad links.

This would create a source in this case named “@youradsourcename”. Just adjust whatever comes after ?sl= to change the name of your source.

We also suggest adding some extra parameters to allow you to organize this data automatically in your reports, as explained below:

Organizing Your Organic Sources

We also recommend using our extra UTM parameters to automatically allow you to add these new organic sources into specific traffic sources, categories, and goals inside of Hyros. This allows you to better organize and segment your data later based on this information, without having to Manually adjust any sources later.

To do this, simply add one or more of the following UTM parameters at the end of ?el=yoursource, separated by an & symbol:

htrafficsource=yourtrafficsourcename
hcategory=yourcategoryname
hgoal=yoursourcegoal

The easiest way to use this is to adjust the traffic source you want your organic source to be configure to, so in an example where are tracking three separate Pinterest links, instead of just using ?el=pinterestpost1, then ?el=pinterestpost2 etc, we would instead use the following UTM parameters for each link:

www.mysite.com?el=pinterestpost1&htrafficsource=pinterest
www.mysite.com?el=pinterestpost2&htrafficsource=pinterest
www.mysite.com?el=pinterestpost3&htrafficsource=pinterest

As you can see, although in this case we are creating 3 different sources by changing the name slightly after el=, we are including them within the same traffic source, which will allow us to group them together by traffic source in the reports later in a more automated way.

We can do exactly the same thing using the other 2 UTMs for categories and goals should you wish, however for the purposes of the initial setup this is not necessary.

Please see the following video guide for a more detailed overview of the above steps:

 

If you want to understand more about how to better utilize categories and goals please see our guide HERE.

Step 2: Tracking your Organic and Email Sources

This option to track using manual source parameters is very useful when we want to track specific links or pages.

To track any organic source simply add a manual source link parameter with ?el= followed by the name of the source you would like to track to the end of a URL.

HYROS will then create a source based on the name you used in that parameter and begin attributing clicks and sales to it.

Individual Source Link Tracking

To track specific traffic sources just change the text that comes after “=”

For example www.hyros.com?el=pinterestpost1. This will create a source automatically named “@pinterestpost1”.

For example, if you create 3 sources using this method such as “pinterestpost1”, “pinterestpost2” and “pinterestpost3” then when you load up a report you will be able to see how much traffic is coming in via each post. This can be useful for tracking the performance of individual links and pages.

Organizing Your Sources

We also recommend using our extra UTM parameters to automatically allow you to add these new organic sources into specific traffic sources, inside of Hyros.

Although this is an optional step, it allows you to better organize and segment your data later based on this information, without having to manually adjust any sources later.

To do this, simply add the following UTM parameter at the end of ?el=yoursource, separated by an & symbol:

htrafficsource=yourtrafficsourcename

So in an example where we are tracking three separate Pinterest links, instead of just using ?el=pinterestpost1, then ?el=pinterestpost2 etc, we would instead use the following UTM parameters for each link:

www.mysite.com?el=pinterestpost1&htrafficsource=pinterest
www.mysite.com?el=pinterestpost2&htrafficsource=pinterest
www.mysite.com?el=pinterestpost3&htrafficsource=pinterest

As you can see, although in this case we are creating 3 different sources by changing the name slightly after el=, we are including them within the same traffic source, which will allow us to group them together by traffic source in the reports later in a more automated way.

For more details on some specific setups, follow the use case examples below.

 

Use-Case Examples

Facebook Organic

Suppose we want to track URL links from organic posts on Facebook. As an example, we have this link below in the description https://www.facebook.com/community/whats-new/expanding-group-insights/.

If you want to track traffic accessing the above link, we need to append the custom parameter “el” at the end of the URL link and we can name it whatever we want, normally a unique name to be associated with that source, for example ?el=facebook-organic-post.

The final URL link will be like this:

https://www.facebook.com/community/whats-new/expanding-group-insights/?el=facebook-organic-post

If we have existing UTMs attached to the links, something like this link,

https://www.facebook.com/community/whats-new/expanding-group-insights/?utm_medium=social , we need to make sure that we add the & sign between the parameters.

The final URL link will be like this:

https://www.facebook.com/community/whats-new/expanding-group-insights/?utm_medium=social&el=facebook-organic-post 

Also, the same principle of adding the custom el parameter to URL links can be applied to URL links in comments, URL links in the Intro area or any links on your Facebook page.

Important: Please note that when we add the custom “el” parameter to any URL link we want to track the source, we need to make sure that the traffic is sent to a page where we have the Universal script, otherwise we will not be able to track the source of leads.

Youtube Organic

If you want to track the URL links in your youtube description videos, follow the procedure below. As an example, we have this link below https://docs.hyros.com/.

To track traffic accessing the above link, we need to append the custom parameter “el” at the end of the URL link and we can name it whatever we want, normally a unique name to be associated with that source, for example ?el=youtubeorganic.

The final URL link will be like this:

https://docs.hyros.com/?el=youtubeorganic

If we have existing utm’s attached to the links, something like the link below: https://docs.hyros.com/?utm_medium=social.

We need to make sure that we add the & sign between the parameters.

The final URL link will be like this:

https://docs.hyros.com/?utm_medium=social&el=youtubeorganic

Also, the same principle of adding the custom el parameter to URL links can be applied to URL links in comments, or any links.

Important: Please note that when we add the custom “el” parameter to any URL link we want to track the source, we need to make sure that the traffic is sent to a page where we have the Universal script, otherwise we will not be able to track the source of leads.

Instagram Organic

If you want to track bio links from Instagram, follow these next steps.

Let’s assume our link is www.google.com. If you want to track the traffic source using this link, you need to add the el parameter and you can name it for example instagram.

The final URL link will be www.google.com?el=instagram.

To track leads accessing your email links, follow these guidelines.

In order to track specific links from your email campaigns, you need to add the he= and el= parameters at the end of the URL link.

Depending on your email software that you are using, you need to copy the email parameter that is associated:

Select the parameter associated with your autoresponder
  • Active Campaign: ?he=%EMAIL%&el=email
  • CleverReach: ?he={email}&el=email
  • Drip: ?he={{ subscriber.email }}&el=email
  • GetResponse: ?he=[[email]]&el=email
  • ConvertKit: ?he={{ subscriber.email_address }}&el=email
  • Mailchimp: ?he=*|EMAIL|*&el=email
  • Klaviyo: ?he={{ email }}&el=email
  • Aweber: ?he={!email}&el=email
  • Infusionsoft/Keap: ?he=~Contact.Email~&el=email
  • Clickfunnels: ?he=#EMAIL#&el=email
  • OmniSend: ?he=[[contact.email]]&el=email
  • Ontraport: ?he=[Email]&el=email
  • Everwebinar/Webinarjam: ?he={ATTENDEE_EMAIL}&el=email
  • GoHighLevel: ?he={{contact.email}}&el=email
  • HubSpot: ?he={{contact.email}}&el=email
  • Kartra: ?he={email}&el=email
  • Kajabi ?he={{email}}&el=email
  • MaroPost: ?he={{contact.email}}&el=email
  • Intercom: ?he={{email}}&el=email
  • SendGrid: ?he=[%email%]&el=email
  • SendLane: ?he=VAR_EMAIL&el=email
  • Sendy ?he=[Email]&el=email
  • Lemlist: ?he={{email}}&el=email

In the example below, we have the following link:

https://docs.hyros.com/direct-call-tracking/

When adding the parameter the final URL link with the he parameter will be like this:

https://docs.hyros.com/direct-call-tracking/?he={{ email }}&el=email

If we have existing utm’s attached to the links, something like the link below: https://docs.hyros.com/direct-call-tracking?utm_medium=social

We need to make sure that we add the & sign between the parameters.

The final URL link will be like this:

https://docs.hyros.com/direct-call-tracking/?utm_medium=social&he={{ email }}&el=email

Important: Please note that when we add the email parameter to any URL link we want to track the source, we need to make sure that the traffic is sent to a page where we have the Universal script, otherwise we will not be able to track the source of leads.

Should I Add the Above Parameters Globally or On Each Link?

Some email softwares will allow you to add parameters globally, which will be a much easier setup. However this entirely depends on the email software you are using.

One specific example where we can add the parameter el=email globally would be Klaviyo.

For more details follow the example below:

Klaviyo

In order to track email campaigns, you need to add the parameters mentioned above for Klaviyo.

Take in mind if you choose to add these parameters globally, then you can NOT add the he={{ email }}  part, because this is a dynamic parameter which Klaviyo does not allow to be added universally.

To understand the difference between the 2 email parameters we use, please see the below section. In some cases he={{ email }} may not be important, especially if you have a business with a short average customer journey, in which case this can be ignored and you can just add the el=email parameter globally:

How Does Email Tracking Work? “he=” vs “el=”

As you may have noticed, we have 2 different parameters which perform different functions that we advise adding to your email links:

For example, for Klaviyo these are: ?he={{ email }}&el=email

Which can be split up into:

“he={{ email }}” AND

“el=email”

he={{ email }}: This will generate the email of the lead and add it to the landing page URL once they click on the link inside the email. So if the lead “example@hyros.com” clicks on your email link it will generate a URL such as “www.yourlandingpage.com?he=example@hyros.com“.

We use this to ensure we track that original email on the rare occasions that the lead comes back to your funnel via an email link with totally different data points on a different device and then uses a different email.

So if they came back later in these circumstances and purchased using Hyros@Purchaseemail.com, we would be able to still track that email and therefore the purchase back to “example@hyros.com” and therefore continue their tracking profile from the original ad click.

This particular section is mostly useful for businesses with longer journeys. For e-commerce businesses or any business with a very short journey, this parameter is not necessary for accurate tracking.

el=email: This is the part of the parameter that actually creates the source. When we read the “el=email” parameter in the URL we will create an “@email” tag.

You can also change the name after “el=” to change the tag, so for example “el=emailcampaign1” will create a source named “@emailcampaign1”. This is useful if you want to track sales back to a specific email campaign.

Adding the Tracking Parameters Universally

If you want to simply add our parameter to the universal settings, please take in mind that this will track ALL emails back to the same source, such as “@email”. If you want to attribute sales and other events back to specific email campaigns, we suggest adding the recommend parameters to each specific link in your email campaigns.

However if you are happy with tracking globally, then please just copy this Tracking parameter instead: el=email

This then needs to be added in the UTM tracking section inside Klaviyo. In order to access this section, these steps needs to be followed:

  1. Click your account name in the top-right corner of your screen
  2. In the dropdown menu, select Account
  3. Click Settings, then open the UTM Tracking tab

Once inside, you need to turn it on and click on add custom UTM parameters:

A row will show up and you need to add the el parameter and on the next 2 fields we need to add email:

URL rules are an easy create way to create sources passively if the visiting URLs have distinct words or snippets in the URL.

How URL Rules Work

When URL rules are set HYROS will watch the URL that people visit from. Many times our users already have UTMs on these URL or they have distinct text in them.

An example is if you already have set up UTM parameters on your ORGANIC traffic. For example, a visit from youtube may have ?utm=youtube in the URL of the visitor.

You can create a rule that will allow HYROS to spot these unique terms and if spotted attribute a source to the visitor. This allows you to easily plug large tracking gaps from organic and easy to miss sources.

How To Create a URL Rule

Creating URL rules is easy. To do so just go TRACKING ->URL RULES. Then click “+ Add new rule”

Next, inside the tag field set the tag to something that will indicate the source, action or sale you would like to track. Make sure you use the correct tag type depending on what you would like to track, to read more about how are tags work please see the guide HERE.

After, adjust the name to whatever you like. For example, if you are using a URL rule to track youtube organic traffic, change the name to “Youtube” or “Youtube_Organic”.

Then analyze the text of visiting URLs you would like to track. For example, if you are sending traffic with a URL that looks like this “yoursite.com?utm_source=youtube” you will want to use the unique text “utm_source=youtube”.

Paste this text in the “Words to match” form. Here is an example:

Use-Case Examples

Please see the dropdown below and follow the exact steps to track some of the more commonly found external sources:

Youtube

Name = “Youtube_Organic”

Tag = “@youtube_organic”

Words to match = “youtube.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Google Search

Name = “google_search”

Tag = “@google_search”

Words to match = “google.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Google Organic Shop (for Shopify Stores)

Name = “google_shopping”

Tag = “@google_shopping”

Words to match = “utm_campaign=sag_organic”

Words to ignore = Empty

Apply rule to = “tracked URL”

Advanced Settings = No changes

Facebook Shopping

Name = “Facebook_shop”

Tag = “@Facebook_shop”

Words to match = “utm_campaign=Facebook_UA”

Words to ignore = Empty

Apply rule to = “tracked URL”

Advanced Settings = No changes

Bing Search

Name = “Bing_search”

Tag = “@bing_search”

Words to match = “bing.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Ecosia Search

Name = “ecosia”

Tag = “@ecosia”

Words to match = “ecosia.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

DuckDuckGo

Name = “DuckDuckGo”

Tag = “@Duckduckgo”

Words to match = “Duckduckgo.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Step 3 : Connecting Your Store

WRITTEN GUIDE

Step 1 – Install the Universal Script inside Bigcommerce

1. Inside Hyros go to Tracking -> Tracking Scripts -> Get script -> Copy script. Alternatively, you can copy the script below.

2. Next go to your BigCommerce account. Select Storefront->Script Manager->Create Script. Inside Create Script section, follow these next steps:

  • Fill in “Name of the script” and “Description”;
  • Set “Location on page” to header;
  • Select All pages for “Select pages where script will be added”;
  • Script category – Targeting Advertising;
  • Script type -> Script. Paste the Universal Script.
  • Click “Save”.

Step 2 – Create the integration inside Hyros

1. Go to Settings -> Integrations -> Configure BigCommerce -> Create New Integration;

2. Fill in a name for the integration. For “Access token” and “Store hash” we need to go back to your BigCommerce account.

3. Inside your BigCommerce account go to Advanced settings -> API Accounts.

4. To setup API accounts, follow these next steps:

  • Fill in the Name field with Hyros;
  • Set the following to “Read-only”: Customers, Information & Settings, Orders, Order Transactions, and Products.
  • Click Save.
  • Once you click Save, it will automatically download a txt file containing the Access Token and the Store Hash, among other data. Also, a popup will show up with the Access token details.

5. Copy the Access token, go back to your Hyros account and paste it inside the Access token field.

6. Next go back to your BigCommerce account and copy the Store hash details. The store hash can be found in 2 places:

  • Inside your Bigcommerce account, you need to go to the URL link and copy the store hash. In this example, this is the store hash: 4pd5jpefmh
  • You can also find the store hash in the file you just downloaded after saving the API. For example, this is the store hash: 4pd5jpefmh

7. Once you copied the store hash go back to your Hyros account, paste it inside the Store hash field and click Save integration.

That concludes the Bigcommerce setup.

Please do NOT use the “Hyros” application inside the Shopify apps store to integrate Hyros, this will not work. Instead please follow the instructions below exactly as they are laid out.

 

Written Guide

1- Use our integration HERE to integrate your store.

 

 

2- Scroll down and Toggle on Add to Cart Tracking, then click “Get Configured tracking script” and copy the script.

You can also copy the same shopify script directly below:

3- Go into your shopify account and place it on your shopify pages by going to online store -> themes -> edit code -> theme.liquid and inserting the code between the “<head></head>” tags as shown in the screenshots:

 

WARNING: If your theme goes through any updates or changes please double check the universal script is still in your theme as shown above, some themes may drop the script and break your tracking following updates

4 – Go to your Shopify admin dashboard. Go to SETTINGS at the bottom of your Shopify dashboards left side bar menu

5- Once in settings click on “CHECKOUT”

 

6- Once in checkout scroll down to additional scripts

7- Paste the Shopify Universal script from HYROS into Post-purchase page and Order status page

IF THERE IS NO POST PURCHASE PAGE FIELD: then do not worry, just paste the script inside the “Order status” field and that should be sufficent. However if you do see the “Post purchase page” field because you have an app/add on that has created a post-purchase page, then adding them on both is mandatory to track.

 

8- Ensure that the email field at checkout is mandatory. If a user does not enter an email we will not be able to track the sale. You can also do this in your checkout settings here:

9- Click SAVE in the top right hand corner.

10 – If you have any of the following extra add-ons with Shopify please see the specific guide for that add-on to ensure tracking is setup correctly:

BetterCart

1 – Inside Shopify, go to Apps > Better Cart. Once inside, go to Settings, scroll down to Custom scripts and click the New Custom scripts button:

2 – A pop-up window will appear and you need to select All Pages, in the Name field give it a name such as Hyros, copy the normal Universal script below and paste it as explained in the image below. Once you’re done hit the Create button.

Please use this script and NOT the one from the main Shopify setup:

This will complete your Shopify set up. Move to the next step in this set up document!

Intrecart

If you are using Intrecart with Shopify complete the Shopify set up in the step above and then alert your direct onboarding rep. We will complete the Intrecart set up for you.

Pagefly Pages

1- Copy this universal script below (please do NOT use the one above from the main Shopify setup, this is a different script):

2 – Go to your pagefly pages and select a page:

3 – Click the custom code Icon on the bottom left, then paste our universal script inside the javascript section.

Please make sure to remove the ” ” tags at the beggining and end of the universal script before saving:

4 – Once you click save, please then save and publish the whole page on the top right. The changes will not take affect until you do this:

5 – Repeat this for all pages on Pagefly.

This concludes the setup, please move on to the next steps.

Recharge Checkout Pages

1 – copy this new universal script below (please do NOT use the one from the main Shopify setup):

2 – Inside Shopify, go to Apps > Recurring Billing by Recharge. Once inside, go to the checkout settings here:

3 – Scroll down and enable javascript on page 1 of the checkout, then paste the universal script:

If you do not see the option to enable javascript above: On some versions of Recharge this option is not available. In order to complete this step you must reach out to Recharge support to request that they enable this for you manually.

4 – Scroll down and do exactly the same for the thank you page.

Please take in mind that this does not work if you don’t have a Recharge checkout page.

By default, we will be updating the shopify order to include upsell/recurring payments via Recharge and other ad ons such as zipify, so you won’t need to do anything. If you are experiences issues with upsell payments please reach out to the support team.

This will complete your Shopify set up. Move to the next step in this set up document!

Product Recommendation Quizzes

Please be aware that this guide specifically covers the add-on from RevenueHunt.

Other similar add-ons may be tracked differently, so please reach out to the support team if you are using any other quiz add-on.

If you are using the add-on from Revenue Hunt, first please make sure you are tracking your Shopify Store as advised the main Shopify Guide above this one.

Then copy the universal script here:

Last, go to the Product Recommendation Quiz add-on, select the quiz you want to track and click “edit”. In the page builder section, find the question that asks the lead to enter their email and select the edit settings Icon.

Click Add Custom Javascript and paste the script, WITHOUT the “” tags at either end of the code, here as shown:

Then click publish.

Now Hyros should be able to track any email entered in that quiz.

You can move on to the next steps.

Paypal

If for some reason you can not complete any of the below steps, you will still be tracking Paypal sales by default, but please keep in mind that when a lead purchases with a unique Paypal email that has not been tracked by Hyros on a previous page, we will not be able to track the sale back to the correct ad or origin email.

This means we can not guarantee 100% tracking accuracy for Paypal sales in these cases, because we rely on the PayPal email matching exactly with a previously tracked email. The steps below are intended to resolve this issue.

1. Enable auto return 

PayPal allows configuring the URL where the user will be redirected once finished the checkout.

Account Settings >> Website payments >> Website preferences

2. Enable payment data transfer

 Enable this setting so Paypal sends the transaction data to the return URL set in the previous step. This will include the transaction id, which we will use to track the sale back to the correct lead.

You can enable it here:

3. Use the correct payment buttons

Take in mind that this tracking method will ONLY work when you are using these buttons for Paypal payments, any other buttons will not work:

Once this is done, PayPal will send the transaction ID (labelled “tx” in the URL as shown in the screenshot below) to the thank you page.

Our tracking script will grab this tx and associate it with the click, so that when we receive the PayPal sale we can use this information to track the sale back to the correct lead in the case that the PayPal email is not the same as an email that we previously tracked in their journey, despite the fact we can not track the PayPal checkout page.

This concludes the setup.

 

Optional Steps:

Sales Mapping using Shopify

We understand every business is unique and because of that we want you to have full control regarding the particular step of the process in which we are going to count your sales, to take advantge of this feature please go to your Shopify Integration from Hyros > Settings > Integrations and click on configure below Shopify, then click on the Edit icon:

Then scroll down to the Events to be processed as Sales section and select the event status Hyros should consider a Sale from now on, (options available are Order Created, Order Paid, Order Fulfilled), after that please click on the Update State button to confirm the changes.

 

This will complete your Shopify set up. Move to the next step in this set up document!

 

Step 1 – Install the Universal Script

Video Guide:

 

Inside Hyros go to Tracking Scripts -> (opens in a new tab)”>Tracking -> Tracking Scripts -> Get script -> Copy script. Alternatively, you can copy the script below.

Step 2 – Add code to order confirmation page

Inside your Squarespace account you need to install the below code into the order confirmation page:

<div id=“hyros-email”> {customerEmailAddress} </div>

Inside your Squarespace dashboard got to Settings. Then you need to select Advanced:

In Advanced you must select Code Injection:

Here you need to scroll to the bottom of the page until you see the order confirmation page and paste the small snippet of code where you have place:

IF YOU WANT TO TRACK RECURRING SALES : Please be aware that WooCommerce does not currently send recurring sales into Hyros by default. We currently track recurring sales for WooCommerce users who also use the YITH Subscription plugin.

If you are using a different plugin for recurring sales, please contact support and we can try to make an update for your particular case to track recurring sales.

Video Set Up Guide

Here is a link to our WooCommerce integration

Here is the UNIVERSAL script referenced in the video

WooCommerce does not have written instructions because every WordPress site is different. When setting up your tracking in WooCommerce refer to the video above.

Sales Mapping using Woocommerce

In some cases we want to have a record of sales as early in the process as possible, for these scenarios we have updated our platform’s integration with WooCommerce so different order statuses can be counted as Sales by Hyros.

To enable this option please access your WooCommerce integration settings from Hyros > Settings > Integrations and click Configure below WooCommerce, after this please click on the Edit button:

Please type in the different order states you would like Hyros to consider as Sales, then complete the process by clicking on Change State Values:

Then make sure that

-You have installed the UNIVERSAL script (above) is pasted on EVERY page of the site including checkout pages.

-You complete the WooCommerce webhook integration (covered in the video above).

You can generate your webhook HERE.

-Then perform tracking confirmation in the next step

 

Tracking Cash On Delivery Events as Sales

By default, Hyros will ignore “Cash on Delivery” events because money is not actually received.

However if you would prefer to track this as a sale even if it is not paid, then just turn this toggle on inside your Woocommerce integration and we’ll process these events as sales once the order has the “PROCESSING” status:

 

If some or all of your pages are on Zipify pages, follow the steps here to add the universal script to them. You will still need to follow the Shopify guide above to connect the rest of your store.

First, copy the universal tracking script below:

Then inside your Zipify Pages account go to “settings” and “global scripts”, Click “add new” and to add the script on each section you have available:

Adjust the script as shown below:

This concludes the set-up, please also ensure your Shopify store is also tracked following the guide above

Ask your onboarding rep.

Step 4 : Setting up your currency and timezone

Hyros allows you to convert the currency that we receive from your payment software and display a currency of your choice easily inside Hyros.

To configure your currency conversion settings, just go inside your true tracking settings HERE, and select the correct currency on your Inbound and Outbound Currency:

Inbound Currency – This refers to the currency that your integrations are using. For example, if sales are shown in USD inside your payment processor account, select USD.

IF you are using multiple currencies for different payment softwares that are integrated with Hyros, you can select the inbound currency for each specific integration inside the Integrations tab. Just click on the integration you wish to use to convert your currency and change the inbound currency. Inbound currencies set on a specific integration will take priority over the inbound currency set inside your true tracking settings.

Outbound Currency – This is the currency that Hyros will show inside your account, and what you will see inside your reports. This NEEDS to match with the currency shown inside your ad accounts, otherwise, the data will not make sense when comparing with Facebook or Google.

At this time we only allow a single outbound currency. Having multiple outbound currencies would cause confusion inside your reports as it would be displaying multiple currencies alongside each other.

If you already have sales inside your account, you can select the option to “Update Sales Prices” to change the currency on your previous sales as well. Please ensure that the inbound currency is correct first before doing this though.

 

Multiple Currencies from a Single Store or Integration

This is most useful when you have an e-commerce store or any funnel that accepts multiple currencies on the same site. In order to convert these values correctly, you will need to select “Grab currency from event” inside your integration as shown below:

This ensures hyros does not assume that all values are in the inbound currency only. Hyros will instead read the currency from each sale, then convert that currency to the selected Hyros currency.

This is not available for all integrations.

WARNING: Currency Conversion and Your Revenue Cap

As you know, your account is billed depending on revenue tiers. If you go above the cap for your pricing tier, you will need to upgrade your subscription in order to continue to receive data. This is why it is VERY important to configure your inbound currency correctly. For example, if you have your inbound currency set to USD (by default), but you’re actually using pesos, Hyros will assume that number is in USD and you will reach your cap much faster than you should.

For more information on how your billing plans work, please see HERE.

Make sure the timezone in your Hyros account matches the timezone in your Ad accounts. Follow the instructions below in the documentation.

 

  1. Hyros

To match the Hyros timezone with your Ad platforms, follow these steps:

  • Go to “Settings” and select Profile
  • Set up timezone from the dropdown and click Save.

 

2. Facebook 

To check the time zone of your Facebook Ad account, follow these steps:

  • Click on “Ad Account Settings
  • Select “Payment Settings
  • On the right side scroll down and click on “Edit” inside Business Info area
  • On the Pop Up Scroll at the bottom and there you will see Timezone

3. Google

To check the time zone of your Google Ad account, follow these steps:

  • Inside your Google dashboard, go to Settings and click Account Settings
  • Here you should see the Timezone section

4. Tik-Tok

To check the time zone of your Tik-Tok Ad account, follow these steps:

  • On your TikTok Ads Manager dashboard, click on your account name in the top-right corner
  • Click on the “Ad Account Settings
  • Under your Basic Information you will find your Time Zone.

 

Step 5 : Testing And Confirming Your Tracking

At HYROS we have a Chrome extension that will automatically test your tracking set up for you and find errors (if there are any)

We call this extension HSE (HYROS SET UP EXTENSION)

HSE makes it easy for you to test your ads, funnels and their tracking. The extension will pinpoint any errors in your set up and show you how to fix them. This eliminates the troubleshooting time of setting up tracking a TON

Follow the guide below to download and use HSE.

How To Download and Use Our Automated Testing Extension

 

You can download the extension here.

 

How To Use HSE (Written Guide)
To use HSE follow the steps below

1- Download the extension HERE

2- Once installed in your Chrome browser activate it in your toolbar by clicking the puzzle icon and then the pin Icon next to HSE

3- You will need your API key to proceed. Access your API key HERE in your HYROS dashboard

4- Click on HSE in your toolbar and enter in your API key.

5- Follow the prompts from HSE to test your tracking

NOTE: If HSE finds an error it will link you to an article that will show you how to fix the error!

Set Up Extension not working?

Please simply try clearing the browser’s cache and reloading the app. If that doesn’t work please contact your onboarding team or in-app support.

VIDEO TESTING GUIDE (Use this with the time stamps in the written guide)

Written Guide

PART 1 : CHECK ADS 

Step 1 (02:15)- Ensure you are integrated with the correct Facebook OR Adwords account HERE.

Step 2 (00:12)- Ensure that you have placed URL parameters on all your Facebook and Google ads.

ENSURE if you are using PRODUCT GROUPS in Google ads that your PRODUCT GROUPS have URL parameters as well.

Step 3 (03:22)- Generate a preview or test link and click it.

WARNING : If you launch any new ads make sure the parameters are always updated.

PERFORM A LINK CHECK (03:22)

Check the URL you have been sent to. You should be able to clearly see FBC_ID=12345678 OR GC_ID=12345678 in the URL you have been sent to. (12345678 represents the adset or campaign ID in this example).

WARNING : ENSURE you do not confuse FBC_ID (our HYROS parameter) with “FBCLID” (Facebooks automatic parameter).


IF the URL parameter is clear and neatly in the URL move to PART 2 : COMPLETE A TEST CHECKOUT.


IF the FBC_ID OR GC_ID are not cleanly in the URL ensure that you placed your URL parameter in make sure you did STEP 1 : Setting Up Your Ads correctly.

 

For example : FBC_ID%%=%1232425% is a broken URL parameter.

 

Once you detect the error repeat the test in PART 1.


IF the FBC_ID OR GC_ID is not in the URL at all:

  • Confirm that your ad has the url parameter on it.
  • Confirm that you are not linking into a redirect. Redirects drop parameters on the final URL resulting in no tracking.

 

Once you detect the error fix it by placing your parameter or removing redirects. Then repeat the test in PART 1.


PART 2 : COMPLETE A TEST CHECKOUT (05:13)

Step 1 -From the same browser you click your ad with complete a checkout.

PERFORM CHECK

Step 2 – Wait 2 minutes and then check your HYROS dashboard reporting area.

Step 3 – You should see the sale appear in the system under CUSTOMERS. Click the email of the the sale, then confirm that the sale has:

  • AN @tag representing the adset that was click.
  • A $tag representing the purchase.
  • Then click on “CLICKS” and confirm you can see the full url visit history of the lead.

 


IF the sale has all the data above congratulation! You are fully set up. Please ping your onboarding manager and they will begin optimizing your data.


IF the sale does not have an IP address or click history or any other data in the check above the tracking script have likely not been placed correctly.

 

Check your Universal script placement in STEP 2 : Connecting Your Store.

 

If you find an error repeat the test in PART 2

If you cannot notify your onboarding manager.

 


IF the sale does not have the @tag representing the ad the sale came from ensure you have integrated the correct Facebook account.

 

Then ensure you completed STEP 1 : Tracking Your Ads correctly. If an error is found repeat the test in PART 2.

If no error can be found, notify your onboarding manager.


IF the sale does not come in at all confirm you have fully integrated with your store in STEP 2 : Connecting Your Store.

 

If you find an error repeat the test in PART 2.

 

If no error can be found notify your onboarding manager.

Once you’re done with the setup process, please do the following

  1. If you have a onboarding manager message them on Facebook and ask them to test your funnel
  2. Learn how to use HYROS by reading our initial how to use + scaling guides HERE.