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 Custom Tracking Domain

First, inside your True Tracking settings, go to the tracking domains tab. Click “Add domain”.

Enter your custom Domain. Please take the following in mind when entering your domain:

  • The domain you use must NOT be already in use in another part of your business.
  • You CAN use a subdomain of your existing parent domain. For example, if your business is hosted at customdomain.com, you can set your tracking domain to t.customdomain.com.
  • Avoid using keywords like “track” or “tracking” for your subdomains to lower the chances of getting your domain blacklisted by crawlers.

Once you have chosen your domain, you will be given the following information:

  • Domain (the same one you just set up)
  • Type (CNAME)
  • Target (A unique target for your tracking domain)

It should look like this:

Copy this information and use it to set up a new DNS record of the type CNAME.

When setting up your DNS record, please be aware that the “name” or “host” field will be the pre-fix to the existing domain.

So in the example above the domain is “t.hyros.com”, meaning in the name/host field you will just need to enter “t” as the name when setting up the CNAME record.

If the domain is “www.hyros.com” then the name will be “www”.

You can see further steps on setting up the CNAME for each specific domain provider here:

Clickfunnels

If your Clickfunnels domain is hosted on another platform, such as NameCheap or GoDaddy, then you will need to manage the DNS settings there. Otherwise, follow the steps below.

Inside your Clickfunnels Dashboard:

  • Go to Profile account and select Account Settings
  • Then, in the menu on the left, click Domains
  • Choose your domain
  • Add CNAME record

Once you’ve finished following the steps above, your DNS should look like the image below:

CloudFlare

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.

cPanel (HostGator, BlueHost.com, One.com, names.co.uk)

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.

GoDaddy

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.

NameCheap

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.

Shopify

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.

WPX

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.

Once you have done this, go to the domain in your tracking domains tab in Hyros and click “continue”, then click “Verify Account”. This will start the verification process for your domain.

Please allow some time for the domain to verify, this can take anywhere from a few seconds to up to 24 hours depending on the domain provider, which is why we suggest completing this step first. That way you can continue with the rest of the setup whilst you wait for the domain to verify.

If after waiting for 24 hours you still are not able to verify the CNAME record, please Google’s dig tool to verify that the CNAME record exists.

To use it correctly, select “CNAME” and then add the full domain with the name included in the “Name” field.

For example if the “name” you used to add the CNAME record was “t” and the full domain is “t.test.com” then enter “t.test.com”.

Please see the screenshot below for another example:

If you do not see the CNAME record as shown here, this means it’s likely that the CNAME record was not added correctly.

If you do see the CNAME record here but you can not verify the CNAME inside of Hyros, then it is possible there is an issue inside Hyros. First, please try simply deleting the domain inside Hyros and re-adding it, and clicking “verify account” again.

If this does not work, then please reach out to the support team for further assistance in this case.

If the domain is not verified when you begin adding the universal tracking script later in the initial setup process, you can use the default script to begin with, which we recommend swapping with your unique domain script once verified for optimal tracking.

Once the domain has been verified you will be able to copy the script directly from the tracking domains tab, or from the tracking script tab.

Please ensure you select the custom domain before copying the script as shown here:

Then just paste the script in-between the <head></head> code of your funnel pages as per our standard setup guides.

You will also be able to access it directly on the embedded script throughout this guide. It will look just like this, as you can see you have the option to select a custom domain before copying the script:

If you need to wait for your domain to be verified, please move on to the next steps and just use the default universal tracking script when prompted. Then later we advise swapping the default script with your unique domain script once verified for optimal tracking.

Step 2 : 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}

PMAX Campaigns Parameter: h_campaign_id=<campaign_id>&bng_special_campaign=true

   
“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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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.

If you already have Wicked Report or TripleWhale Parameters
  • 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.

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}&g_special_campaign=true

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

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

Performance Max Campaigns

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

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

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

Smart Campaigns

HYROS Smart Campaign Tracking template: ?g_special_campaign=true&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&g_special_campaign=true&gc_id=1234567

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

  1. Copy the tracking parameter here: ?g_special_campaign=true&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 “?g_special_campaign=true&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 URL Parameter : {lpurl}?gc_id={campaignid}&h_ga_id={adgroupid}&h_ad_id={creative}&h_keyword_id={targetId}&h_keyword={keyword}&h_placement={placement}

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.


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.


Once you’ve finished, the Google integration setup is complete.

 

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)

Lead Gen Ads

Tracking Lead Gen Ads with Zapier

At this moment in time, LinkedIn does not offer a possibility to track Lead Gen Ads.  However, we have a workaraound to effectively track them with Zapier.

In order to track this type of ads, follow these steps:

1. In the Trigger section, click “App & event”. Select LinkedIn Ads and “New Lead Gen Form Response” from the Event field.

2. In the Account section, connect to your LinkedIn account.

3. In Trigger, select the LinkedIn Ad account you are using for tracking.

4. Here you can test the trigger and then you can continue to the Action to set up Hyros.

5. Select Hyros Beta and choose  “Create Click” from Event field.

6. Connect to your Hyros account by adding the Hyros API key, which you can find here: https://app.hyros.com/settings/profile

7. If you have the link to the form available, add it in the Referrer URL field. If you do not have access to the URL form, you can also add www.linkedin.com.

8. The “Is Organic” field should be “False”.

9. The “Integration Type” field should be “LINKEDIN” in upper caps.

10. The “Ad Source Id” field should have the campaign ID, or the field corresponding to the campaign ID from Linked-In.

11. Optional Step: in the “Tag” field enter “!Linked-in-lead-gen” or something similar, this way it will be easy to identify your leads who came from Linked-in Lead-Gen Forms inside Hyros later.

12. Select the field corresponding to the Email of the lead from here.

13. Date can be left blank, we will track the date of when the zapier event is sent to us automatically.

If you collect the phone number in the form, this field can be entered here.

14. Click “Publish”

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.

Important: Tik-Tok now allows us to install parameters to an active ad. Take in mind that updating ads will reset the learning phase and will require Tik-Tok 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.

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 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

           

  • 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.

———————————————–

Written Setup Guide

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.

 

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

In order to track MGID ads please follow the steps below.

  1. Access your MGID account and navigate to Campaigns -> Ads
  2. Select your ads and click on the Change URL icon
  3. Add your Ad URL in the field and paste the following Hyros tracking parameter at the end of the URL: ?sl=AD_NAME&htrafficsource=MGID. The final URL should look as such: www.mysite.com?sl=AD_NAME&htrafficsource=MGID
  4. Keep in mind the word palced after ?sl= does not have to be necessarily you Ad name, it can be basically any value that will make it easier for you to know exactly what source the lead clicked.

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.

Step 3: 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

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:

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:

Step 4 : Connecting Your Store

WRITTEN GUIDE

 

Use this guide to track your Shopify Store with Hyros using the Shopify “Pixel” feature. This will provide better tracking functionality and an easier setup.

Ensure Your Shopify Plan Meets Requirements

Before beginning the integration process, it’s crucial to ensure that your Shopify account is on the Shopify, Advanced, or Plus plan. This requirement is due to the need to send identifying information (such as emails and phone numbers) to Hyros with each sale, which is NOT available on the Basic plan.

Why is this important? The Shopify plan and above provide enhanced API access, allowing for the transmission of essential customer data alongside sales information. This level of detail is necessary for Hyros to track your sales accurately and provide the insights you need to optimize your store’s performance.

How to check your plan: Log into your Shopify admin, click on ‘Settings,’ and then ‘Plan and permissions.’ Here, you can see your current plan and upgrade if necessary. For a reference to all available Shopify plans and to choose the one that best fits your business needs, visit Shopify Pricing.

Note: Once you have confirmed or upgraded to the appropriate Shopify plan, proceed with the integration steps outlined in this guide to set up your store with Hyros.

Step 1 – Integrate with Shopify to begin Receiving Sales

Use our integration HERE to integrate your store.

Step 2 – Prepare and add the Hyros Universal Script

1) Inside your Theme Code

Copy the script below 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:

Edit code screenshot
Script installation screenshot

Changing or Updating Themes may Over-ride the Script!

If you have any changes or updates to your theme in Shopify later please be sure to double check that the universal script is still present.

2) Inside the pixel or “customer events” settings

First, edit the Universal Script used in the previous step to ensure it works correctly in the Shopify custom pixel. Follow these steps:

Go to Tracking, click on Additional Scripts, enable Shopify Script and Shopify Pixel Script, then copy the Script.

Shopify settings screenshot

Now you have your script, paste it inside your newly created custom pixel:

Inside your “Customer events settings, click “Add custom pixel” and add a name for that pixel (for example “Hyros”).

Shopify settings screenshot

Shopify settings screenshot

Shopify settings screenshot

3) Enabling Email as Contact Method

Go to SETTINGS at the bottom of your Shopify dashboard left sidebar menu. Ensure that the Email field at checkout is enabled. If a user does not enter an email we won’t be able to track the sale.

Shopify settings screenshot

Click SAVE in the top right hand corner.

This concludes the setup.

Note: 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:

Optional Steps:

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.

Track Cost of Goods with WooCommerce:
To accurately track the cost of goods in your WooCommerce store, you need to install the following FREE plugin: Cost of Goods for WooCommerce.
For detailed installation instructions, please refer to the bottom of this section.

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.

 

Optional steps:

Contact the in-app support.

Step 5 : 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.

5. Twitter

  • Click/Tap on the arrow next to your account’s name to expand the menu
  • Click/Tap on “Edit Access to the Account”
  • Your time zone can be found in light gray characters right below the account number.

 

Step 6 : 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. Learn how to use HYROS by reading our initial how to use + scaling guides HERE.