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Klaviyo

Step 1 – Setup UTM Tracking in Klaviyo

Following Klaviyo’s documentation, setup your default campaign parameters in the UTM tracking settings.

This can be done under settings -> other -> UTM Tracking.

Specifically for the purposes of Hyros tracking, it’s recommended to do the following:

  1. Activate utm_source
  2. Activate utm_campaign
  3. Toggle on “automatically add UTM parameters to links”

This will add these UTMs to all of your campaigns and flows by default.

Please take in mind though that if you have amended or disabled UTM tracking at campaign or flow level, then these global UTM settings will not be used.

It’s important to ensure that UTMs are added in a consistent manner in order for tracking to be consistent, so please check your campaign and flow settings following this guide from Klaviyo.

Step 2 – Add a URL rule inside Hyros

Follow the steps here to setup a dynamic URL rule to track whatever comes after utm_campaign as a source in Hyros, which means we’ll be tracking events back to the specific campaign they came from.

This will not effect other tracking such as ad tracking as long as you have already setup tracking correctly. For ad sources and other specific sources, we highly advise tracking them following their specific guides before proceeding with these steps:

1. Navigate to https://app.hyros.com/tracking/url-rules
You can also get there by clicking “Tracking” and then “URL Rules” in your Hyros account.

You can also get there by clicking “Tracking” and then “URL Rules” in your Hyros account.

Click “Dynamic Rule”

Click “Add new rule”.

Click the “URL Rule Name” field.Name it whatever makes sense to you, for example “Email” if you are trying to track email traffic.

Using the standards UTM’s you have already setup, you can add the parameter you want to use to track a source. For example, the most common case for email’s would be to type “utm_campaign” and click enter. This will create a source based on whatever comes after utm_campaign= in the URL, which in the case of email will allow you to track back to specific email campaigns. So for example if a lead clicks on an email campaign labelled “campaign1” then the URL they land on will be www.hyros.com?utm_campaign=campaign1 In this case Hyros will generate a source labelled @campaign1

Select the Tag type you want to generate. In the example of emails we want to generate a source. If you are unsure what each tag does please consult the following guide https://docs.hyros.com/using-tags-to-track-customers.

OPTIONAL STEP – Click “Advanced Settings”.

You will see by default under the “Dynamic Source Traffic Parameter” we are using utm_source. This means when we first create a brand new source using this rule, if the utm_source exists in the same click we will use this to organize this source into a traffic source automatically. Please change this as necessary depending on your unique UTM setup.

You can do exactly the same in the “Dynamic Source Category Parameter” to automatically configure the category of any newly created sources using this rule, although this is not necessary. For more information on how traffic sources and source categories work in Hyros to organize your data, please see https://docs.hyros.com/organizing-mass-data/

Click “Create rule”.

This will conclude the setup, however please proceed to the next step if you want to optimize tracking by passing on the lead email.

Step 3 – Add the lead email to the URL (Optional step)

This step is optional as tracking the source click is already done by the URL rule you setup in the previous step.

If you decide you don’t need to do this, please move to step 4 to test your email tracking.

What does this do?

This step is used to optimize tracking by passing on the lead email when they click on a call to action link in one of your emails.

The reason this might be needed, is although Hyros is very effective at tracking leads across multiple devices over a long time period, there may be some rare cases as described here that cause attribution to fail:

If you’d like to set this up for optimized tracking please see the below:

Adding the parameter

Please copy the following code for Klaviyo:

?he={{ email }}

Unfortunately Drip does not allow you to add the above UTM globally even as a custom UTM, because they don’t have an option to add the dynamic {{ email }} code to the global settings, nor do they allow you to do this at campaign or flow level to our knowledge.

Therefore the only way to add this is directly on the call to action link itself on each of your emails.

So for example if your call to action link is the following:

www.yourlandingpage.com

Then add the above parameter manually to the end of the link like this:

www.yourlandingpage.com?he={{ email }}

Step 4 – Test your Campaign or Flow

Following Klaviyo’s guides beflow send yourself a test email campaign or SMS.

Test your email campaigns here.

Test your flows/SMS here.

Click on the call to action link and find the URL. You should see the standard UTMs attached cleanly in the URL like this:

www.yourlandingpage.com?utm_source=email&utm_campaign=emailcampaignname

If you have added the “he” UTM parameter following step 3, you should also see that included in the URL with the email clearly attached like this:

www.yourlandingpage.com?he=johndoe@hyros.com&utm_source=email&utm_campaign=emailcampaignname

Please take in mind some email softwares won’t display the dynamic data as expected in test emails, so you may see slightly different information than you were expecting. The important thing is that the UTMs are present and cleanly attached to the end of the URL.

Go through the funnel and opt in, book a call or checkout as if you were a lead.

After waiting a few minutes you should be able to find your tracked email under sales data -> leads. Click on the email and you should see the email source attached:

If you see this tracking has been successful!

If you do not see this , please follow the troubleshooting steps below:

If you don’t see your email

  • If you haven’t done so yet, make sure you follow the funnel steps and submit and email.
  • Make sure the universal script is added to all your pages, including on the page where you entered your email (such as the opt in or checkout page).

If you see the email but no @source tag in the journey

  • Check the UTMs are being passed on correctly to the URL after clicking on an email link.
  • Ensure the URL rule you setup in step 2 is added correctly. Check for typos in the “URL parameter” field, it must match exactly with the UTM in the URL.
  • Ensure the landing page has the Hyros Universal script attached

FAQ

Filtering Email and Organic Sources In Reports

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