Organic E-Commerce Initial Setup | Hyros Documentation

SET UP GUIDE

This document is to provide step by step guidance on how to initially set up your HYROS account.

For the easiest setup, please follow each step in the exact order laid out:

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 – Tracking your Sources

Please select from the dropdown depending on what you would like to track and follow the guide:

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

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

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

Individual Source Link Tracking

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

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

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

Organizing Your Sources

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

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

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

htrafficsource=yourtrafficsourcename

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

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

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

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

Use-Case Examples

Facebook Organic

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

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

The final URL link will be like this:

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

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

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

The final URL link will be like this:

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

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

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

Youtube Organic

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

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

The final URL link will be like this:

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

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

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

The final URL link will be like this:

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

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

Instagram Organic

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

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

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

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

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

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

Select the parameter associated with your autoresponder

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

In the example below, we have the following link:

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

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

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

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

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

The final URL link will be like this:

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

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

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

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

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

For more details follow the example below:

Klaviyo

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

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

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

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

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

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

Which can be split up into:

“he={{ email }}” AND

“el=email”

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

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

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

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

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

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

Adding the Tracking Parameters Universally

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

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

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

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

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

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

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

How URL Rules Work

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

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

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

How To Create a URL Rule

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

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

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

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

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

Use-Case Examples

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

Youtube

Name = “Youtube_Organic”

Tag = “@youtube_organic”

Words to match = “youtube.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Google Search

Name = “google_search”

Tag = “@google_search”

Words to match = “google.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Google Organic Shop (for Shopify Stores)

Name = “google_shopping”

Tag = “@google_shopping”

Words to match = “utm_campaign=sag_organic”

Words to ignore = Empty

Apply rule to = “tracked URL”

Advanced Settings = No changes

Attentive (SMS campaign)

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

Facebook Shopping

Name = “Facebook_shop”

Tag = “@Facebook_shop”

Words to match = “utm_campaign=Facebook_UA”

Words to ignore = Empty

Apply rule to = “tracked URL”

Advanced Settings = No changes

Bing Search

Name = “Bing_search”

Tag = “@bing_search”

Words to match = “bing.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Ecosia Search

Name = “ecosia”

Tag = “@ecosia”

Words to match = “ecosia.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

DuckDuckGo

Name = “DuckDuckGo”

Tag = “@Duckduckgo”

Words to match = “Duckduckgo.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Step 3 : Connecting Your Store

WRITTEN GUIDE

Step 1 – Install the Universal Script inside Bigcommerce

1. 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;

Step 2 – Create the integration inside Hyros

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

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

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

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

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

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

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

Inside your Bigcommerce account, you need to go to the URL link and copy the store hash. In this example, this is the store hash: 4pd5jpefmh

You can also find the store hash in the file you just downloaded after saving the API. For example, this is the store hash: 4pd5jpefmh

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

Step 3: Adjusting your Custom Sales Status

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

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:

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.

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”).

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.

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:

BetterCart

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

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

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

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

Intrecart

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

Pagefly Pages

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

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

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

Please make sure to remove the 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.

Recharge Checkout Pages

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

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

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

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

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

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

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

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

Product Recommendation Quizzes

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

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

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

Then copy the universal script here:

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

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

Then click publish.

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

You can move on to the next steps.

Paypal

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

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

1. Enable auto return

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

Account Settings >> Website payments >> Website preferences

2. Enable payment data transfer

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

You can enable it here:

3. Use the correct payment buttons

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

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

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

This concludes the setup.

Zipify Pages

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.

Optional Steps:

Sales Mapping using Shopify

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

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

Adding Shopify Store Name to Product Tag

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.

Filter Shopify Sales by specific channel

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.

Can I import previous data (from before I started using Hyros)?

Yes, you can import previous data into Hyros from before you signed up Hyros. You can import data up to 365 days old. To upload the data you need go inside the Shopify integration and click Import old sales.

Why import old sales ?

Although you can import previous sales into Hyros, please note that you will NOT be able to see the source of these sales as we did not have any tracking setup added to your business at the time these sales occurred.

While we cannot see the source of these type of events, one benefit of importing old sales into Hyros may be the use of LTV for a segment. This will help you see the average value of your leads over a period of time. For more details follow the LTV for a Segment documentation

Step 1 – Install the Universal Script

Video Guide:

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

Step 2 – Add code to order confirmation page

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

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

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

In Advanced you must select Code Injection:

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

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

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

Video Set Up Guide

Here is a link to our WooCommerce integration

Here is the UNIVERSAL script referenced in the video

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

Optional steps:

Sales Mapping using Woocommerce

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

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

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

Then make sure that

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

-You complete the WooCommerce webhook integration (covered in the video above). You can generate your webhook HERE.

-Then perform tracking confirmation in the next step

Tracking Cash On Delivery Events as Sales

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

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

WooCommerce Subscription plugin rebill

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.

Tracking Checkouts using Plugin and Play

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:

Discard IP from events

If you enable this property, Hyros will then discard the IP address from your sales. This is most useful when it is found that the integration is sending incorrect IP data which can cause misattribution.

Contact the in-app support.

Step 4 : Setting up your currency

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.

Step 5 : Testing And Confirming Your Tracking

Part 1 – Checking the Hyros Organic Tracking Parameter

First find the live organic link which you are trying to track.

Click on the link just like a lead would. When you are sent to the landing page, check the URL of that page. You should see the Hyros tracking parameter clearly attached in the URL like this:

Also note if you have multiple UTMs on that link and Hyros is NOT the first one, then it should begin with an “&” symbol instead of an “?”, just like this:

If the URL does not appear with our tracking parameter cleanly attached, then there could be a number of issues. Please check the following:

Please make sure you have added the Hyros tracking parameter on your link.
If added, please make sure there are no typos on the URL.
Please also make sure there are no redirects on that link, as these may drop any tracking parameters.

If you have followed all of these steps and you are still having issues, please let the support team know and send us the link in question so we can investigate further.

If it is working correctly, please move on to the next step.

Part 2 – Testing the Opt-in

Please note that if your funnel does not have an opt in you can go straight to the next step to test the sale.

If it does, after confirming part 1, please carry on through the funnel as if you were a lead and opt-in.

Then inside your Hyros account go to the “sales data” tab and then to “leads”, you should see the email you just used for your test opt-in here:

Then if you click on the email itself, you will open the lead profile. You should see the source labelled as a “@tag” in the journey just like the example below:

If you do not see any email inside the “sales data tab” – then it is likely that the optin page does not have our universal script attached. Please revisit step 4 to make sure all pages, including any embedded opt-in forms, have the universal script in the header code.

If you see the email but do not see the @source tag in the journey – In this case either you have not added the Hyros tracking parameter correctly or the landing page is not being tracked by our universal script.
Please revisit the previous steps in the guide to ensure you have added the manual tracking parameter “el=” correctly, and also make sure you have added the universal script to the landing page following step 4.

If everything is working, please proceed to the final test.

Part 3 – Testing your Sales Tracking

Staying on the same funnel, carry on like a lead would and perform a test purchase.

Allow a few moments and check the same lead journey again, you should see a new $tag, signifying a sale has been tracked and has been attributed correctly to the lead you have created.

See the below screenshot as an example:

If you do not see any sale – please go back to step 5 to confirm you have integrated with the correct checkout or payment processor software.

If you see a sale, but not attributed to the same email – If you used a brand new email for the test purchase that did not match with the previous email we tracked, then it’s possible that the checkout page is not being tracked by our universal script. Please check step 4 again to confirm all pages are being tracked by the universal script.

If the sale is correctly inside Hyros and attributed to the lead the setup is complete. Please test any other sources and funnels in the same way.

Part 1 – Checking the Hyros Email Tracking Parameter

Send yourself a test email from your email software. Please note that this is the only way to test it properly, if you try and test the link from anyone outside of a real email, our URL parameters will not work in the same way.

Click on the link just like a lead would. When you are sent to the landing page, check the URL of that page. You should see both of Hyros tracking parameter clearly attached in the URL like this:

After “he=” you should see your test email loaded in the URL.

Also note if you have multiple UTMs on that link and Hyros is NOT the first one, then it should begin with an “&” symbol instead of an “?”, just like this:

If the URL does not appear with our tracking parameter cleanly attached, then there could be a number of issues. Please check the following:

Please make sure you have added the Hyros tracking parameter on your link.
If added, please make sure there are no typos on the URL.
Please also make sure there are no redirects on that link, as these may drop any tracking parameters.
Please check you are testing from an email in your inbox and not from anywhere else.

If you have followed all of these steps and you are still having issues, please let the support team know and send us the email in question so we can investigate further.

If it is working correctly, please move on to the next step.

Part 2 – Testing the landing page tracking

After confirming part 1, inside your Hyros account go to the “sales data” tab and then to “leads”, you should see the email that was loaded in the URL on the previous step here:

Then if you click on the email itself, you will open the lead profile. You should see the source labelled as a “@tag” in the journey just like the example below:

If you do not see any email inside the “sales data tab” – then either the “he=” tracking parameter is not correctly in the URL, or it is possible that the landing page does not have our universal script attached.
Please revisit the email setup step to ensure the parameters are added correctly, and then step 4 to make sure all pages have the universal script in the header code.

If you see the email but do not see the @source tag in the journey – In this case either you have not added the Hyros “el=” tracking parameter correctly or the landing page is not being tracked by our universal script.
Please revisit the previous steps in the guide to ensure you have added the manual tracking parameter “el=” correctly, and also make sure you have added the universal script to the landing page following step 4.

If everything is working, please proceed to the final test.

Part 3 – Testing your final funnel pages and Sales Tracking

Staying on the same funnel, carry on like a lead would and perform a test purchase.

Allow a few moments and check the same lead journey again, you should see a new $tag, signifying a sale has been tracked and has been attributed correctly to the lead you have created.

See the below screenshot as an example:

If you do not see any sale – please go back to step 5 to confirm you have integrated with the correct checkout or payment processor software.

If the sale is correctly inside Hyros and attributed to the lead the setup is complete. Please test any other sources and funnels in the same way.

Part 1 – Testing the funnel and URL rule tracking

Please carry on through the funnel as if you were a lead and opt-in (or go straight to purchase if there is no opt-in), making sure to go through the same URL that you have used in your URL rule in the “words to match”.

If you have set this as a “previous URL” such as for Google organic search tracking, then simply find your site via Google search and click on your link as if you were a lead.

Then inside your Hyros account go to the “sales data” tab and then to “leads”, you should see the email you just used for your test opt-in/purchase here:

Then if you click on the email itself, you will open the lead profile. You should see the source labelled as a “@tag” in the journey just like the example below:

If you do not see any email inside the “sales data tab” – then it is likely that the optin/checkout page does not have our universal script attached. Please revisit step 4 to make sure all pages, including any embedded opt-in forms, have the universal script in the header code.

If you see the email but do not see the @source tag in the journey – In this case there may be an error in the URL rule set. Perhaps there is a typo in the “words to match” used, or during your test you did not click on the same URL.
It could also be possible that the universal script is not added to the URL that you are using to fire your URL rule.
Please revisit the previous steps in the guide to ensure you have added the URL rule correctly, and also make sure you have added the universal script to the page following step 4.

If everything is working, please proceed to the final test.

Part 3 – Testing your Sales Tracking

Staying on the same funnel, carry on like a lead would and perform a test purchase.

Allow a few moments and check the same lead journey again, you should see a new $tag, signifying a sale has been tracked and has been attributed correctly to the lead you have created.

See the below screenshot as an example:

If you do not see any sale – please go back to step 5 to confirm you have integrated with the correct checkout or payment processor software.

If the sale is correctly inside Hyros and attributed to the lead the setup is complete. Please test any other sources and funnels in the same way.

Once you’re done with the setup process, You can Learn how to use HYROS by seeing our HOW TO USE guides.

SET UP GUIDE

Step 1: Setting up your Custom Tracking Domain

Step 1 – Configuring your Tracking Domain in Hyros

Step 2 – Setting up your CNAME in your DNS Provider

Step 3 – Verifying the CNAME Record

Step 4 – Using your Custom Tracking Script

Step 2 – Tracking your Sources

Tracking Specific Organic Links or Pages

Individual Source Link Tracking

Organizing Your Sources

Tracking Email Traffic

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

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

Adding the Tracking Parameters Universally

Tracking Other Random Sources Using URL Rules

How To Create a URL Rule

Step 3 : Connecting Your Store

Bigcommerce

Shopify

Ensure Your Shopify Plan Meets Requirements

Step 1 – Integrate with Shopify to begin Receiving Sales

Step 2 – Prepare and add the Hyros Universal Script

1) Inside your Theme Code

Changing or Updating Themes may Over-ride the Script!

2) Inside the pixel or “customer events” settings

3) Enabling Email as Contact Method

1. Enable auto return

Account Settings >> Website payments >> Website preferences 2. Enable payment data transfer

You can enable it here: 3. Use the correct payment buttons

Why import old sales ?

Squarespace

Step 1 – Install the Universal Script

Step 2 – Add code to order confirmation page

WooCommerce

Optional steps:

Other Systems/Zapier

Step 4 : Setting up your currency

Currency Conversions

Multiple Currencies from a Single Store or Integration

WARNING: Currency Conversion and Your Revenue Cap

Step 5 : Testing And Confirming Your Tracking

Organic Links Tracked with the “el=” Parameter

Email

URL Rules

Account Settings >> Website payments >> Website preferences

2. Enable payment data transfer

You can enable it here:

3. Use the correct payment buttons