If the domain is hosted here and you have a cloudflare nameserver in another Domain registrar/provider, then the settings will need to be configured here instead of the domain provider.

If this is the case, then inside Cloudlfare select your website:

Then select “DNS”, click “Add Record” and use the information from Hyros to add the CNAME record, please also turn off the proxy, otherwise Hyros or any other tool will not be able to verify the CNAME:

Now please move on to the next step.

If your site is hosted on Hostgator or any of the other sites mentioned, then the DNS management will most likely be done via cPanel.

Please note that this example specifically uses cPanel hosted on a Hostgator account, however the processor should be very similar for all sites.

If you see the HostGator name server here, then the site is hosted on HostGator and you can manage the DNS In cPanel:

If you see another Nameserver that is not HostGator, then you will need to manage the DNS settings on that host platform, such as Cloudflare.

Assuming you are hosting on HostGator: go to “Domains” and then “Zone Editor” in cPanel:

Then click “+CNAME Record” and add the Name and CNAME given to you in your Hyros account from the previous step:

Once created, you should also be able to see the CNAME record when you click “manage” on that specific domain.

Now please move on to the next step.

Please note that this is a Domain Registrar that allows you to manage DNS and host elsewhere. If it is hosted elsewhere, such as on Shopify or Cloudflare, then the DNS management needs to be done on their side.

If this is not the case, then first select your domain and select “Manage DNS” as shown here:

Then select “Add” and use the information povided by Hyros to add the DNS record:

Now please move on to the next step.

You can only modify the DNS in namecheap when the domain points to default Name Servers like this:

When something else is saved under “nameservers” such as CloudFare’s or cPanel’s name server then the management is done inside Cloudfare/cPanel etc, so please go to the steps for them instead.

It will look something like thise if you are hosting the domain elsewhere:

If the name server is not changed (for example Shopfy does not require you to change name servers) then go to the “Advanced DNS” section on the domain you are setting up to add a new record:

Now please move on to the next step.

First of all, please note that if your Shopify domain is hosted on another platform, such as NameCheap or GoDaddy, then you will need to manage the DNS settings there.

You can check this inside Shopify by going to your “domains” setting tab, then under the domain name you will see it say “managed by Shopify” if it is hosted on Shopify.

If that’s the case, select “domain settings” and “edit DNS settings”” as shown here:

Then, select “add custom record” and then add your CNAME record using the information provided from Hyros in the first step:

Now please move on to the next step.

First of all, please note that if your WPX domain is hosted on another platform, then you will need to manage the DNS settings there.

If the domain is hosted on WPX, then select “Edit DNS” and create a new record for your domain. Then using the details you made inside of Hyros, create the CNAME record:

Then move on to the next step.

Video Guide

   

Main Setup – Written Guide

Written Guide

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

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:

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:

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.

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:

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

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.

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 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

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.

• 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 add any more UTM parameters as Hyros will automatically use the existing parameters above from either platform.

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 UTMs 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.

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}

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}

HYROS Smart Campaign Tracking template: ?gc_id=

Please find the Campaign ID for that specific Campaign inside Campaign Settings (it may be required to activate the Campaign ID column):

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:

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 below.

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.

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 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:

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 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.

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:

Step 1 – Install the Tik-Tok URL parameter 

1. Inside Hyros go to Tracking -> Source links. Scroll down and you will see the Tik-Tok parameters. You can also copy the Tik-Tok parameter just below:

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

2. Next inside your Tik-Tok account when you create a new Ad at the Ad level, scroll down until you see the URL field and place the parameter at the end of the URL link. This is how the link should look like:

Example: 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 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.

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.

It is important to take into account Twitter does not allow editing Tweets at the Ad level, mainly because their categories are organized in a different way than in other ad platforms and instead of using a Campaign > AdGroup> Ad hierarchy Twitter uses Campaign > AdGroup and then 4 independent categories depending on which ad you want to release (Targeting Criteria, Promoted Accounts, Promoted tweets, Media Creatives). Our team is actively working to find the best way to integrate Twitter ads at the AdLevel (or equivalent).

In order to integrate your Twitter sources with Hyros, new Ads have to be configured so we can edit their destination link and include the necessary tracking parameters, please follow the steps described below.

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 your Ad Manager and find the Ad Group that was drafted. Here you will be able to see the ad group ID, which is a details we are going use 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=

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

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, select the Tweet and publish when ready.

And that’s it! This concludes Twitter ads integration! Now when a user clicks on the link in the Tweet they will be directed to the desired page, after this the installed tracking parameters will be identified by our Hyros Universal Script which will attribute the appropriate source to the event.

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.

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.

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.

• 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 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:

Name = “Youtube_Organic”

Tag = “@youtube_organic”

Words to match = “youtube.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Name = “google_search”

Tag = “@google_search”

Words to match = “google.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

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

Name = “Attentive”

Rule Type = “Simple Rule”

Tag = “@attentive”

Words to match = “utm_source=attentive”

Words to ignore = Empty

Apply rule to = “tracked URL”

Advanced Settings = No changes

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

Name = “Bing_search”

Tag = “@bing_search”

Words to match = “bing.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Name = “ecosia”

Tag = “@ecosia”

Words to match = “ecosia.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Name = “DuckDuckGo”

Tag = “@Duckduckgo”

Words to match = “Duckduckgo.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

1. 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;

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.

By default Hyros is using the “awaiting fulfilment” status to register your orders inside Big-commerce as sales in Hyros. This is the default status inside of Big-commerce for orders. If your orders use this status you can ignore this step.

This step is specifically for any businesses who have customized the statuses of their orders inside Big-commerce, or for whatever reason they do not use the “awaiting fulfilment” status when orders are paid for.

In this case, you can set a custom status here depending on your unique flow:

We suggest using the status that signifies that an order has been paid. At this stage we will be able to read the order inside Hyros providing it reaches the same status inside of Big-commerce.

This concludes the setup for Big-commerce

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!

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.

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 tag at the beggining of the Universal Script as well as the at the tag at the end:

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.

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!

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.

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.

If some or all of your pages are on Zipify pages, follow the steps here to add the universal script to them.

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 THIS GUIDE.

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.

In some cases we will handle more than one Shopify Store and it is possible we have the same product(s) in several or all of them, this is not a problem from the tracking point of view, however, we need to make sure the products coming from different stores are labeled appropriately.

If we get products with the same name Hyros is not going to recognize if they are coming from different stores by default and in the case we had a product named “ExampleProduct” then all events with that label would be grouped under the same category which would be innacurate since they are not coming from the same store.

Please go to Hyros > Settings > Integrations, click on Configure below Shopify and then click on the Edit button:

Then please scroll down and enable the Include Store Name feature from the Toggle:

After this feature has been enabled our products will get the Shopify Store’s name added to the label we recognize them with, which means that instead of getting an event with the label “ExampleProduct” we would get something similar to “ShopifyStore1-ExampleProduct“, “ShopifyStore2-ExampleProduct“, “ShopifyStore3-ExampleProduct“, etc. This will group the events in separate categories depending on which store they came from and with this provide accurate data in our reports.

There are certain scenarios in which we may want to filter our events depending on the channel they were generated from, because of this Hyros allows us to filter the channel(s) to be taken into account when configuring your Shopify Integration.

Go to Settings > Integrations and click on Configure below Shopify, then click on the Edit icon. Scroll down to Sales Channel Filters to activate this feature, it may be required to provide Hyros additional access and permits from Shopify, the instructions to do this are shown in the feature activation screen after clicking on the Show me how button:

After following the steps and providing extra access we just need to click on the Check Again button.

When the access level is verified this the feature will be active and from it we are able to select which channel(s) the integration will be tracking, to complete the process click on Save Changes at the bottom of the screen.

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

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:

By default, “Subscription plugin rebilling” must be enabled. However, if your business has subscription plans with trial periods, then we will want to disable it.

An example of when this function should be disabled is if we have the following situation:

Step 1: Customer starts subscription for X trial days;

Step 2: The customer pays after x days their first payment.

Step 3: The customer pays  subscriptions.

With the journey above, having the default configuration, step 2 will be marked as recurring sales, which is not correct in this case. Turning off “Subscription plugin rebilling” the clients will be tracked correctly.

If you are using plug in and play, you will need to add an extra universal script to track any pages hosted on this plugin.

In order to do this though, plugin and play requires it’s users to setup a custom domain for the checkout page. Otherwise it is impossible to add our third party tracking script on the page to track it correctly.

To do this, just go to settings and then domains:

Then create your domain and validate it inside plug in and play.

Once you have validated the custom domain and are using it for your checkout page, please copy our universal script below:

Once copied, you can paste the universal script under the “widgets” settings. It needs to be in the javascript widgets under all pages that you are using with plug in and play. This includes any checkout, thank you and upsell pages you may be using: