Organic Sales Call Funnel Initial Setup

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 – Tracking to 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.

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

Instagram Organic

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

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

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

Step 3: Setting up tracking for emailing

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:

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

In the example below, we have the following link:

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

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

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

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

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

The final URL link will be like this:

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

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

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

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

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

For more details follow the example below:

Klaviyo

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

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

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

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

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

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

Which can be split up into:

“he={{ email }}” AND

“el=email”

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

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

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

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

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

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

Adding the Tracking Parameters Universally

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

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

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

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

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

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

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

How URL Rules Work

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

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

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

How To Create a URL Rule

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

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

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

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

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

Use-Case Examples

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

Youtube

Name = “Youtube_Organic”

Tag = “@youtube_organic”

Words to match = “youtube.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Google Search

Name = “google_search”

Tag = “@google_search”

Words to match = “google.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Google Organic Shop (for Shopify Stores)

Name = “google_shopping”

Tag = “@google_shopping”

Words to match = “utm_campaign=sag_organic”

Words to ignore = Empty

Apply rule to = “tracked URL”

Advanced Settings = No changes

Facebook Shopping

Name = “Facebook_shop”

Tag = “@Facebook_shop”

Words to match = “utm_campaign=Facebook_UA”

Words to ignore = Empty

Apply rule to = “tracked URL”

Advanced Settings = No changes

Bing Search

Name = “Bing_search”

Tag = “@bing_search”

Words to match = “bing.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Ecosia Search

Name = “ecosia”

Tag = “@ecosia”

Words to match = “ecosia.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

DuckDuckGo

Name = “DuckDuckGo”

Tag = “@Duckduckgo”

Words to match = “Duckduckgo.”

Words to ignore = Empty

Apply rule to = “previous URL”

Advanced Settings = No changes

Step 2: Tracking The Lead Or Opt-In

Notes: On most occasions, the tracking scripts may be placed in your Google tag manager without issue. However, for the most accurate tracking, we recommend adding the scripts directly inside the header of each page.

It is optimal to place the scripts at the VERY top of your load order.

Call Funnel Tracking Set Up Guide

To track your call funnel simply paste the code below on in the HEADER of every page involved in your call funnel.


In Order For Tracking To Work

Ensure that tracking is in the header of the following pages
-Opt in page
-Opt in thank you page
-Any video pages
-Call booking pages
-Call booking thank you pages

NEXT RUN THIS TEST

Opt in your funnel and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code on your opt in and thank you pages.

If the email enters the system move to step 3. If it does not use the trouble shooting guide below.


OPT In Trouble Shooting Guide

First ensure your UNIVERSAL code is on the opt in page and thank you page.

IF the lead will still not enter the system contact your onboarding rep on Facebook OR use support in the lower left hand corner. Say “My opt in is not sending in leads” AND tell them what system the opt in is using (Clickfunnels, Lead Pages, Infusionsoft etc).

Everwebinar Default Pages Video Set Up Guide

Written Guide
If you are using the Everwebinar default landing pages use these steps to track the source of the leads entering your webinars.

1- Access the webinar you would like to track inside of Everwebinar.

2- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste the UNIVERSAL SCRIPT under Registration page tracking ,Registration form tracking and Post-registration Thank You page tracking.

 

5 – HYROS will automatically detect that you are using Everwebinar based on your thank you page.

Set up is now complete.

 

<NEXT RUN THIS TEST

Register for your webinar and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code correctly in Everwebinar.

If the email enters the system move to step 3.

If it still fails recheck the steps above. If the problem is not clear contact your onboarding rep or use support in the lower right hand corner.

Provide your funnel landing page and everwebinar login credentials and say “HYROS is not receiving my everwebinar opt ins.

Everwebinar + Clickfunnels Video Set Up Guide

Written Guide
If you are using the Everwebinars embedded button with Clickfunnels landing pages use these steps to track the source of the leads entering your webinars.

1- Access the webinar you would like to track inside of Everwebinar.

2- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste the UNIVERSAL SCRIPT under Registration page tracking ,Registration form tracking and Post-registration Thank You page tracking.

 

5 – Next place the universal code you copied in the header of your Clickfunnels funnel that holds the webinar opt in.

6 – HYROS will automatically detect that you are using Everwebinar based on your thank you page.

Set up is now complete.

 

<NEXT RUN THIS TEST

Register for your webinar and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code correctly in Everwebinar.

If the email enters the system move to step 3.

If it still fails recheck the steps above. If the problem is not clear contact your onboarding rep or use support in the lower right hand corner.

Provide your funnel landing page and Everwebinar login credentials and say “HYROS is not receiving my everwebinar opt ins.

Everwebinar + Other System Or HTML Video Set Up Guide

Written Guide
If you are using the Everwebinars embedded button with other systems or html landing pages use these steps to track the source of the leads entering your webinars.

1- Access the webinar you would like to track inside of Everwebinar.

2- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste the UNIVERSAL SCRIPT under Registration page tracking ,Registration form tracking and Post-registration Thank You page tracking.

 

5 – Next place the universal code you copied in the header of the landing page that holds the webinar opt in.

6 – HYROS will automatically detect that you are using Everwebinar based on your thank you page.

Set up is now complete.

 

<NEXT RUN THIS TEST

Register for your webinar and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code correctly in Everwebinar.

If the email enters the system move to step 3.

If it still fails recheck the steps above. If the problem is not clear contact your onboarding rep or use support in the lower right hand corner.

Provide your funnel landing page and Everwebinar login credentials and say “HYROS is not receiving my everwebinar opt ins.

If you are using the GoHighLevel Funnel builder then tracking your funnel pages should be easy. First, copy the universal script below:

Then inside of GoHighLevel go to your funnels and select the funnel you would like to track. Inside the funnel settings, paste the universal script as shown:

Do this for all of your funnels inside GoHighLevel

If you run a test opt in, you should then see a lead come inside your hyros account HERE. If you see then then please proceed to step 3.

This will only work with Hubspot Marketing forms. Hubspot does not currently support tracking of other form types.

In cases where you are using a different form, we would recommend prompting the email before the form is displayed on a page where our universal script is attached. The email can then be stored and used to autocomplete the form when the form is displayed providing HubSpot allows you to do this (this may vary depending on your marketing stack).

To track the email inputted inside jotform, just follow these steps:

  1. Log in to Jotform and find the form you want to track.
  2. Go to Settings.
  3. Select “Thank You Page” in the navigation bar.
  4. Click “Redirect to external link”.
  5. Input your thank you page URL where you want to send the user after they complete the form.
  6. Make sure you have included the parameter ?email={email} at the end of the URL.

NOTE 1: If the email field in your form is named differently, then you will need to change the parameter. For example, if the email field on your form is named “examplefield”, then add “?email={examplefield}” instead.

NOTE 2: If you have more than one parameter, ONLY the first parameter should begin with a “?”, the rest should begin with “&”. For example, “www.thankyoupage.com?utm_source=example&email={email}”.

7. Finally, make sure all of your funnel pages, are tracked by adding the UNIVERSAL tracking script in the header code:

That should conclude the set up, to confirm tracking please complete the form and you should see your email clearly in the thank you page URL, which should also be tracked inside hyros. The URL should look something like this:

www.thankyoupage.com?email=example@user.com

If you do not see this, or the email is not present inside hyros. Please contact the support team.

Call Funnel Tracking Set Up Guide

To track your Leadpages opt in, first simply copy the code below:

Then paste it on in the HEADER of every page involved in your call funnel in lead pages.

To do this, when editing a page in lead pages go to the settings area and then ad the code (available below) in the “header section tracking code” area:

 

 

If you have a pop up-opt in or any opt in that is an Iframe on the same page, you will need to take one more step to add the script on the opt in:

In your page editor, select “edit pop-up”

 

Then inside the settings tab, past the universal script as shown below:


In Order For Tracking To Work

Ensure that tracking is in the header of the following pages
-Opt in page
-Opt in pop ups/Iframes
-Opt in thank you page
-Any video pages
-Call booking pages
-Call booking thank you pages

NEXT RUN THIS TEST

Opt in your funnel and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code on your opt in and thank you pages.

If the email enters the system move to step 3. If it does not use the trouble shooting guide below.


OPT In Trouble Shooting Guide

First ensure your UNIVERSAL code is on the opt in page and thank you page.

IF the lead will still not enter the system contact your onboarding rep on Facebook OR use support in the lower left hand corner. Say “My opt in is not sending in leads” AND tell them what system the opt in is using (Clickfunnels, Lead Pages, Infusionsoft etc).

If you wish to track the email that is entered into the Typeform, simply follow these steps:

Step 1

1. Select the Typeform you would like to track.

2. Click the settings icon.

3. Ensure “Redirect on completion” is turned on.

4. Add “?email=” to the end of the redirect URL, then click the “+” to add the email as shown below:

If there are other parameters before it then it should begin with an & symbol instead. For example:

www.thankyoupage.com?utm_source=typeform&email={email}.

5. Click “Publish”.

Step 2

Ensure that the redirect page is tracked correctly, with the following universal tracking script attached:

Step 3

Run a test by filling out the typeform as a customer would. You should see the email contained clearly in the URL once you have finished. It should look something like this:

www.thankyoupage.com?email=exampleuser@hyros.com

IF you don’t see the email clearly in the URL, please make sure that the redirect URL inside Typeform matches EXACTLY with the actual URL that the user lands on.

If this still doesn’t work, please reach out to the onboarding team or in-app support.

Important! Please note that there are two types of Unbounce pages: AMP pages and non-AMP pages. At this time, Unbounce does not allow AMP pages to be tracked, only Non-AMP pages. If you are not sure what type of pages you are using, please contact your dedicated onboarding agent or inApp support.

Tracking your Unbounce pages is simple. First, copy the universal script here:

Next, inside your Unbounce account, go to settings -> scrip manager and click “add your first-script”:

Then select “Custom Script” and name your script:

Finally, configure the script exactly as shown below:

Once you’re done you can move to STEP 3: Setting up call tracking software.

Written Guide:

1. First, please copy the universal script below:

2. Inside Uscreen, go to “customization”. Then on your live theme, go to “advanced” and select “code snippet” from the lockdown.

3. Paste the universal script inside the “Head Code Snippet” and click save.

Once you’re done you can move to STEP 3: Setting up call tracking software.

 

Step 3: Setting Up Call Tracking Software

Video guide:

 

Please see the guide HERE to send call events via zapier.

Please ensure that you have placed the universal code on your call booking and call thank you pages.

1- Login into your Acuity dashboard and go to https://secure.acuityscheduling.com/preferences.php?action=integrations

2- Pick CUSTOM CONVERSION tracking from the list of integration. A code input box should appear

3- Alter the URL of the page in the code below to your thank you page. Then paste it in the code input box that appeared.

<script type="text/javascript">
window.top.location = 'https://yoururl.com?email=%email%';
</script>

BE SURE TO REPLACE THE yoururls.com with your actual thank you page URL.

Here is what you should see inside Acuity:

This image has an empty alt attribute; its file name is Adding-the-code-inside-acuity-1024x608.png

4- Ensure the UNIVERSAL script below is in the HEADER of your thank you page



5- Finally, you need to add a url rule by clicking HERE. Click add new URL rule and follow these steps to create the rule:

This will complete the Acuity set up.

NEXT RUN THIS TEST
1. Opt into your call funnel

2. Wait 1-2 minutes after opting in ensure that your email has entered Hyros in your LEADS section

3. Next book a call on your call booking page and make sure you complete the book as are redirected.

4. Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked.

5. Click your email and ensure the $call tag has been applied

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not ensure your Universal code is on all pages in the header and try again.

Step 1 : Ensure you have placed your UNIVERSAL code in the header of your call booking and call thank you page.

 

Step 2 : Use this help doc to pass your booking information in the URL of your thank you page redirect.

https://appointmentcore.zendesk.com/hc/en-us/articles/209729003-New-Pass-contact-information-from-ANY-online-webform-to-your-Booking-Link-for-easier-scheduling-

 

Step 3: The UNIVERSAL code will grab the data sent in the URL and use that to create a booking conversion.

 

Step 4 : Perform a test booking on your call form.

 

Wait 1-2 minutes, then check your <a href=”https://app.hyros.com/#/mh/finance/customers/calls” target=”_blank” rel=”noopener”>CALLS</a> section to ensure that your call has been tracked.

Click your email and ensure the $call tag has been applied. Also ensure the lead has a phone number and IP.

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not ensure your Universal code is on your thank you page and your Appointment Core redirect is sending the the phone number and email in the thank you page URL.

First, please ensure that you have placed the Universal code (seen in previous step) on your call booking and call thank you pages.



Calendly Video Set Up Guide

WARNING : Calendly forms MUST have the “phone number” submission form active to work with HYROS.

Written Guide
If you are using Calendly as your call scheduling software follow these simple steps

  1. Go to https://calendly.com/event_types/
  2. Select the event type you wish to track
  3. Go to the “Confirmation Page” section and check the “Pass event details to your redirect page” checkbox.

4. Once completed this will pass the email and phone number to your thank you page.

This will complete call tracking set up.

———————————————–

NEXT RUN THIS TEST
1. Opt into your call funnel

2. Wait 1-2 minutes after opting in ensure that your email has entered Hyros in your LEADS section

3. Next book a call on your call booking page and make sure you complete the book as are redirected. Use a different email than the one you opted in with in step

4. Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked. If asked click “INDEX INFORMATION” on the call section.

5. Click your email and ensure the $call tag has been applied

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not, use the troubleshooting guide below.

———————————————–

Trouble Shooting Calendly

IF you do not see the email enter the system at all ensure that your UNIVERSAL code is in the header of your booking page and call booking thank you page.

THEN confirm that you have checked the “Pass event details to your redirect page” checkbox under your events CONFIRMATION page (seen in step 3 above)

THEN confirm you have done this to the right event in Calendly.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

-IF you do not see the $call tag make sure you are collecting the phone number on your Calendly form.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

IF it fails after the two test above contact support via chat in the lower right hand corner and say “My calls are not showing in the system”

Please ensure that you have placed the universal code on your call booking and call thank you pages.

Step 1 – Create the integration inside Hyros

1. Go into settings -> integrations -> select the CallRail Integration.

2. Click “Create New Integration”.

3. Create a name for the integration, such as “CallRail”.

4. Then click the “Configure” button and copy the Webhook URL that you will use in the following steps.

Step 2 – Add the Webhook

1. Go to your CallRail account, click Analytics (step 1), then click Settings (step 2) and select Webhooks (step 3)

2. Once in Webhooks, paste the webhook you just copied earlier into the Post-Call and Form Submission fields.

3.Save changes.

That concludes the CallRail integration.

NOTE: Please keep in mind that every call answered is considered a Call sale in Hyros.

 

What if the Lead does not enter an email?

In some cases with CallRail, leads may not enter an email when booking a call, but just a phone number. Although normally Hyros needs an email to track a call, in this specific case if the email is not available we can still track the call using the phone number only as long as you have integrated correctly following the steps mentioned above.

Inside Hyros you will still see an email, as all tags must be attributed to an email inside the app, however it will be a customized email based on the phone number of the lead, should no email be present.

For example, if a lead’s number is 1234567, then the call sent from CallRail will be shown inside Hyros attributed to the lead email “1234567@callrail.com”.

First, either create a new calendar or edit one by going to settings -> calendar as shown below:

When editing your calendar, go to confirmation settings and then scroll down.

Under the “form submissions” you must select “form submit redirect URL”. This will NOT work if you do not redirect the user upon submission.

Then insert your thank you page URL, and copy the following parameter and paste it at the end:

?phone={{contact.phone}}&email={{contact.email}}

See an example below:

Lastly, when embedding your scheduler, please follow these steps:

1) Ensure that the Button action for the calendar is “Use action from calendar builder”:

2) Embed it on your tracked funnel page as a calendar and not an iframe/Custom JS/HTML. This is not mandatory to track the call but is recommended:

Step 3 – Run a Test Call

Simply go through your funnel as if you were a user. Upon booking a call and being sent to the thank you page, you should see the phone number and email inside the URL. It should look something like this:

www.yourthankyoupage.com?phone=123456789&email=john@doe.com

After a few minutes, you should also see the call listed with the email inside the calls tab in your hyros account.

If you do not see this, please contact the support team for further assistance. Otherwise move on to step 4.

Follow this guide to track calls with SavvyCal.

First of all, please copy this universal script and ensure it is in he <head></head> code of all of your funnel pages, including the thank you page that you direct leads to AFTER they book a call:

Next, inside SavvyCal go to the link editor. Inside Settings g to “Post-Confirmation Behaviour” and toggle on “Redirect to a custom page”.

Finally make sure “Append event Confirmation Query string” is turned on below the redirect URL:

Once that is done, go to the URL rule settings inside Hyros and edit the “Automatic Calls” rule as shown here:

The only thing you need to do is add the thank you page URL (the page that you will redirect users to after they book a call) to the “words to match” field and click enter, then save:

Please do not change any other settings of the URL rule unless specified.

Once you have created that rule, you have completed the setup. You can test your call tracking by booking a call as if you were a lead. You should then see a call inside of Hyros.

If for some reason you do not see a call please make sure you have followed all of the steps correctly, and if you can not find the issue please reach out to the support team.

Please ensure that you have placed the universal code on your call booking and call thank you pages.


Schedule Once Video Set Up Guide

———————————————–

Written Guide
If you are using Schedule Once as your call scheduling software follow these simple steps

1- Log into ScheduleOnce and go to to SET UP (https://app.oncehub.com/scheduleonce/Setup.aspx#/)

2- Access the event type that you want to track.

3- Go to “booking form and redirects”. Scroll to the bottom on the page and check off “Send booking confirmation to redirect page”

4- Ensure you are redirecting to a thank you page

5- Ensure this is done on every “event type” you would like to track.

This will complete call tracking set up.

———————————————–

NEXT RUN THIS TEST
1. Opt into your call funnel

2. Wait 1-2 minutes after opting in ensure that your email has entered Hyros in your LEADS section

3. Next book a call on your call booking page and make sure you complete the book as are redirected.

4. Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked. If asked click “INDEX INFORMATION” on the call section.

5. Click your email and ensure the $call tag has been applied

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not use the troubleshooting guide below.

———————————————–

Trouble Shooting Schedule Once

IF you do not see the email enter the system at all ensure that your UNIVERSAL code is in the header of your booking page and call booking thank you page.

THEN confirm that you have checked the ““Send booking confirmation to redirect page” checkbox under “booking form and redirects” for the event type you want to track.

THEN confirm you have done this to the right event in Schedule Once.

THEN redo the test above. If you see the email come in with the $call tag move to the next step.

-IF you do not see the $call tag make sure you are collecting the phone number on your Schedule Once form

THEN redo the test above. If you see the $call move to the next step.

IF it fails after the two test above contact support via chat in the lower right hand corner and say “My calls are not showing in the system”

Please ensure that you have placed the universal code on your call booking and call thank you pages.

Here is the parameter to ad to your redirect url : ?name={FNAME}&email={EMAIL}&phone={Q3}

BE SURE to change {Q3} to match the title on the form section you use to collect the booking phone number.

Written Guide
If you are using YouCanBook.Me as your call scheduling software follow these simple steps

1- Log into Youcanbook.me and click Edit Settings on the booking form you would like to track.

2- Go to “After Booking” and ad this parameter to your redirect thank you page URL.

?name={FNAME}&email={EMAIL}&phone={Q3}

3- Change the Q3 in the parameter to match the title of the section of your form where you collect the booking email.

4- Ensure you are redirecting to a thank you page with the UNIVERSAL code in the header.

This will complete call tracking set up.

NEXT RUN THIS TEST
1. Opt into your call funnel

2. Wait 1-2 minutes after opting in ensure that your email has entered Hyros in your LEADS section

3. Next book a call on your call booking page and make sure you complete the book as are redirected.

4. Wait 1-2 minutes, then check your CALLS section to ensure that your call has been tracked.

5. Click your email and ensure the $call tag has been applied. Also ensure the lead has a phone number and IP.

If you see your email enter the system and have a $call tag attached to it then you have completed set up and are ready to move to the next step.

If you do not ensure your Universal code is on your thank you page and your YouCanBook.me redirect is properly formatted and showing the phone number after booking in the URL.

How HYROS Matches Customer Payments To Their Source (IMPORTANT)

Step 4: Tracking Customer Payments

How HYROS Tracks Payments Back To Their Source

After the initial opt in HYROS will watch visitors going to your call booking pages via the Universal script in the header of the booking pages. When a visitor lands that has matches from a profile seen before HYROS will recognize the user. If the user then books a call HYROS will ad the call to users tracking profile.

 

Finally, when the user converts via a phone call and completes payment we will be able to attach this sale to the tracking profile. This is done by tracking the user at the checkout page OR by having your phone reps submit the payment with the same email the call was booked under.

 

Because the full users ad and click history is already attached to the profile the system can match the sale to the user and original ad clicked.

IMPORTANT : If your team runs your customers cards via checkout forms ENSURE that the forms your sales team uses have NO TRACKING on them. Also, if there is an option inside your integration to “discard IP from events”, we suggest turning this on. Otherwise Hyros will track your phone reps and misattribute tracking. Click HERE or ask your onboarding manager for clarification if needed.

Step 4.1: IF Your Team Manually Runs Customer Cards

This is the easiest way of tracking calls accurately. Especially if your reps are manually processing the payments.

To access the forms and manage any sales or subscriptions created by them, simply go to reporting -> phone closing as shown below:

To create a new form to send to your sales agents, click “new form” in the top right corner.

This will give you a form specific to your account, simply copy the url and give that url to your sales team. They can access this url without logging in. Anytime they close, they just input the details as shown below and the sale will be matched with the correct lead inside hyros:

Recurring Purchases

If you would like to charge the user a recurring subscription, then please note:

Rebill time period: how often the sale will be created. If Month is selected, and number 1 is entered, the rebills will be generated every 1 month

Number of rebills: How many rebills will be charged. The first charge does not count as a rebill.

So for example, if you want to charge the customer every month for 12 months, you should select the following:

Rebill time period = 1 Month

Number of Rebills = 11

This should conclude the set up. If you want to automate sales tracking please use the options below to integrate with the correct sales processor/checkout system, otherwise proceed to step 5.

To connect Authorize.net to Hyros follow the steps below.

Inside your Hyros integration settings, go to the Authorize.net integration HERE.

Now follow the prompts given to set up the integration in Hyros. You will need to find the following from your authorize.net account:

  1. API Login ID
  2. Transaction Key

You will be able to find these inside authorize.net via “Account” -> “Settings” -> “API Credentials & Keys”

Once you have successfully created the integration inside Hyros, select “get webhook” and copy the webhook.

Go back to your Authorize.net account. Select “settings” -> “webhooks” -> “Add endpoint”:

Then fill in the endpoint information as shown below:

At this stage you have plugged into Authorize.net. If you have plugged it into a checkout system where you run the customers card ensure that no tracking is on this page or the system will track your reps and not the customer.

When your sales team runs a customer card make 100% sure to run the card with the email of the BOOKED call and phone number.

We line up the conversions with the booked call email and phone number. If your team uses different emails or no phone numbers conversions not be tracked.

TROUBLESHOOTING

When saving the webhook if the error message appears “Error: please integrate a signature key from the merchant/partner interface to create a new webhook”:

Go to settings -> API Credentials & Keys as shown above and then create a new Signature key here:

Sales not coming into Hyros?

Please make sure sales are coming into authorize.net with an email attached, otherwise the sale will not be sent into Hyros.

If you’re still having issues, please contact your onboarding rep or in-app support.

CF Manual Checkout Guide
Remember, DO NOT paste your UNIVERSAL code on this checkout.

NOTE: Please only use a single webhook. If you have more than one funnel you are tracking, you should use the same webhook for both.

If you are using Clickfunnels checkout follow the directions below

1- Create a webhook using the CLICKFUNNELS INTEGRATION HERE

2- Once the integration appears, click “configure”. Then click “get webhook”.

3- Copy the webhook and go to the “SETTINGS” area in the Click Funnels funnel that houses the checkout you wish to track

4- Scroll down and click Webhooks

5- Paste the webhook you copied into the webhook URL

6- Under events ONLY AD “purchase created” “purchase updated” “purchase destroyed”

7- Leave all other options alone and complete the webhook set up.

8- You have now completed your Clickfunnels set up.

 

Complete this process on any other checkouts you wish to track and move towards “testing and confirming tracking” at the bottom of this document.

 

WARNING : If you manually run customer cards DO NOT PUT TRACKING SCRIPTS ON THIS CHECKOUT PAGE

 

Infusionsoft/ Keap Manual Checkout Guide

Remember, DO NOT paste your UNIVERSAL code on this checkout.

To connect Infusionsoft/ Keap checkouts to HYROS follow the video and written text below




1- Go to https://app.hyros.com/#/mh/external-services/infusionsoft , set the name and tag to “infusionsoft” and follow the prompts to complete the integration.

NOTE: If you are running customer cards manually with sales reps stop here. If you are sending customers to a checkout page where they self checkout continue to the next checkout step section.

Kajabi Manual Video Set Up Guide

Remember, DO NOT paste your UNIVERSAL code on this checkout.

If you are sending customer to a Kajabi checkout page for purchase

1- Integrate with Kajabi by using our KAJABI INTEGRATION HERE

2- After integrating click “Configure” and then “Get Webhook”. Copy the webhook URL generated.

3- Go to your Kajabi admin dashboard and go to “SETTINGS” at the bottom of the left hand dashboard

WARNING : If you manually run customer cards DO NOT PUT TRACKING SCRIPTS ON THIS CHECKOUT PAGE

 

Konnektive offer a direct integration to Hyros within their dashboard. To set this up just follow these steps in Konnektive:

1. First, make sure you copy your API Key from your Hyros account settings HERE.

2. Inside your Konnektive account, click on Admin -> plugins.

3. Find the Hyros Plugin, click “Activate” and paste the API key when prompted. Click “Connect”.

You are now integrated with Konnektive. If you don’t see any data coming into your Hyros account, please contact the onboarding team or in-app support.

Video Guide:

Step 1 – Create the integration inside Hyros

1. Go into settings -> integrations -> select the NMI Integration.

2. Click “Create new integration”.

3. Create a name for the integration, such as “NMI” then click “save integration”.

4. Get your secret key from NMI and paste it in the field inside your integration, to do this just follow these steps:

  • Log into your NMI account.
  • Click “My Settings”.
  • Click “Security Keys”.
  • Scroll down and click “Add a New Private Security Key”.
  • Name the new “Key Name”, select the user from “Username Associated with key” and check the “API” option.
  • Copy the Security Key you just created and go back to your NMI integration inside Hyros, paste it under Private Security Key from your account and click Save integration.

Step 2 – Add the Webhook

1. Go to your NMI account, click “Settings”, select “Webhooks” and then click the “Create” button.

2. Go to your NMI integration inside your Hyros account, click Configure and grab the webhook:

3. Go back to your NMI account, paste the webhook you just copied earlier inside the “URL” input (step 1), select the events “transaction.sale.success” (step 2) and “transaction.refund.success” (step 3).

4. Once you’re done following the guidelines above click on the “Save changes” button. This process will complete your NMI integration.

Important! Sales may have or not have products associated with them. In the case that no product is assigned to the sale, a product will be created with the generic name “NMI Integration Generic Product” and with the price of the amount field inside Hyros.
In order to be able to generate sales with products, products must be created in advance. Please move forward to Step 3 – Product creation.

Step 3 – Product creation

  1. Inside your NMI account go to Product Manager, select Products, and click on the “New Item” button.

A form like the following will be displayed. As you can see, the required fields are cost (price), description (product name), and SKU. You can also fill in the tax, and discounts, which will be processed in Hyros.

Sale and refund creation

1. Sales creation

  1. You need to go to CASH inside your NMI account and click Sale.

IMPORTANT! The only required field is the Amount. Please keep in mind that if a sale is generated without an email address, it will not be processed in Hyros, so it is required to fill in the Email as well.

The other fields are optional, but note the following:

  • If you want to create a sale without associated products, it is enough to fill in the fields mentioned above. In Hyros, a product will be created with the generic name “NMI Integration Generic Product” and with the price of the amount field.
  • If you want to create sales with associated Products, you must fill in a row in the Products table of the form.
  • The Discount field is automatically filled in with the sum of the discounts for each Product type. If it is filled in manually, NMI does not take it into consideration and does not apply the discount.
  • The Discount will be divided among all products because we cannot know to which product exactly this Discount belongs when the event arrives at Hyros.
  • You could also check “Tax exempt”, in which case, no Sales Tax should be processed in Hyros.
  • You could also change the Currency of the Order. Note that Hyros will not take into consideration the currency of each Product individually.
  • If you want, you can fill in the Sales Tax and Shipping fields. Sales Tax and Shipping will be processed as Hard Costs in Hyros.
  • Once the sale has been made, a table like the following will be displayed. Refunds can be made from here, and you can see the Transaction Id, which is needed to make a refund if desired.

2. Refund creation

To issue a refund you need to go to CASH and select Refund.

IMPORTANT! Remember that in Hyros the Refund is always for the full amount of the Sale, so the Amount field will not be taken into consideration.

NOTE: In case you do not remember the Transaction Id, you can search for it by clicking on the magnifying glass in the Transaction Id field. The following form will be displayed.

Any field can be filled in to apply a filter. Once any field is completed, and Submit is pressed, a table like the following will be displayed, the Id column is the Transaction Id we are looking for. If you click on any Transaction Id, it will show the details of the order and you will be able to perform the Refund from there.

Thrive Cart Manual Checkouts

Remember, DO NOT paste your UNIVERSAL code on this checkout.

If you are using Thrivecart checkout follow the directions below

1- Create a webhook using the THRIVECART INTEGRATION HERE

3- Once the integration appears, click “configure”. Then click “get webhook”.

4- Copy the webhook and go to the “SETTINGS” area in your ThriveCart dashboard

5- Go to “API and Webhooks”

5- Click “Ad Another Webhook”

6- Paste the webhook you copied into the webhook URL

 

WARNING : If you manually run customer cards DO NOT PUT TRACKING SCRIPTS ON THIS CHECKOUT PAGE

If you are using Paypal to manually run cards manually or via a checkout system follow these steps to track conversions.

This ONLY applies to manual Paypal payments such as your team receiving the customers credit card, entering the information and then using Paypal to run the card.

 

1- Integrate with your Paypal processor here

2- When your sales team runs a customer card make 100% sure to run the card with the email of the BOOKED call and phone number.

 

We line up the conversions with the booked call email and phone number. If your team uses different emails or no phone numbers conversions not be tracked.

If you are using Stripe to manually run cards manually or via a checkout system follow these steps to track conversions.

 

1- Integrate with your Stripe processor here

2- If you have plugged Stripe into a checkout system where you run the customers card ensure that no tracking is on this page or the system will track your reps and not the customer.

2- When your sales team runs a customer card make 100% sure to run the card with the email of the BOOKED call and phone number.

 

We line up the conversions with the booked call email and phone number. If your team uses different emails or no phone numbers conversions not be tracked.

Ask your onboarding rep! We more than likely integrate and have not made the set up documentation for the system yet!

Step 4.2: If Your Customer Self-Checks Out (The Customer Enters In Credit Card Details and Completes Checkout From Their Device)

To connect Authorize.net to Hyros follow the steps below.

Inside your Hyros integration settings, go to the Authorize.net integration HERE.

Now follow the prompts given to set up the integration in Hyros. You will need to find the following from your authorize.net account:

  1. API Login ID
  2. Transaction Key

You will be able to find these inside authorize.net via “Account” -> “Settings” -> “API Credentials & Keys”

Once you have successfully created the integration inside Hyros, select “get webhook” and copy the webhook.

Go back to your Authorize.net account. Select “settings” -> “webhooks” -> “Add endpoint”:

Then fill in the endpoint information as shown below:

TROUBLESHOOTING

When saving the webhook if the error message appears “Error: please integrate a signature key from the merchant/partner interface to create a new webhook”:

Go to settings -> API Credentials & Keys as shown above and then create a new Signature key here:

Sales not coming into Hyros?

Please make sure sales are coming into authorize.net with an email attached, otherwise the sale will not be sent into Hyros.

If you’re still having issues, please contact your onboarding rep or in-app support.

If you are using Clickfunnels checkouts with Paypal the most accurate way to track is using CF Pro Tools.

This set up is a bit complicated and best for advanced users who need to track long term ROI and rebills.

We suggest most users stick with the basic Clickfunnels set ups found below in this checkout section, especially when first learning to use HYROS.

———————-

Why? Paypal and checkout emails are routinely different and this will break tracking. This is fixed by our basic integration with Clickfunnels above BUT rebills will not be tracked.

CF Pro Tools enables HYROS to receive the Paypal AND checkout email of the user. This allows us to tracking recurring charges.

If you are NOT using Paypal OR a processor other than Stripe just use the Clickfunnels+STRIPE ONLY integration above.

———————-

Set-Up Guide

Step 1 : Sign Up For CF Pro Tools HERE

Step 2 : Once signed up, set up your checkouts to use the PAYPAL PLUS add on. For both add-ons you need to create a new add on in your Pro Tools account here:

Set this up on ALL of your checkouts that you wish to track. This must be done correctly by following the detailed guides inside CF Pro Tools.

Step 3 : Then set up the HYROS PAYPAL EMAIL add on.

You will find the Hyros Paypal Email add on exactly as shown above. Follow the steps exactly as laid out in CF Pro Tools.

Place the code generated inside of CF Pro on the thank you page of your checkout (or the first upsale/page the user sees) according to the instructions on Cf Pro Tools. At the time of writing this documentation you need to place the code inside the footer code inside the “tracking script” section here:

You should see all the pages directly after a checkout shown under this list inside the CF Pro Tools “Hyros Paypal Email” Add-on once you have added the code:

Step 4 : Copy the Universal script below:

Ensure you have Pasted the script in your funnel settings as shown here:

Step 5 : Once this is set up integrate with your payment processor and Paypal in your integration area HERE.

Clickfunnels With Stripe ONLY Video Guide

Here is the code need for this integration

Written Guide
1- Take the UNIVERSAL code above and place it in the header of the funnel or checkout page you wish to track

2- Integrate with Stripe HERE

This will complete set up.

Now Run This Test
Perform a test checkout on your Clickfunnels checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check your Stripe integration.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the universal code on the correct checkout or funnel.

IF you see both, move to the next step.

NOTE: Please only use a single webhook. If you have more than one funnel you are tracking, you should use the same webhook for all of them.

Clickfunnels Checkout Video Set Up

Here are your tracking scripts you will need for this set up.

Written Set Up Guide
If you are using Clickfunnels checkout follow the directions below

1- Place your UNIVERSAL script in the header of the checkout page you wish to track in Clickfunnels

2- Create a webhook using the CLICKFUNNELS INTEGRATION HERE

3- Once the integration appears, click “configure”. Then click “get webhook”.

4- Copy the webhook and go to the “SETTINGS” area in the Click Funnels funnel that houses the checkout you wish to track

5- Scroll down and click Webhooks

6- Paste the webhook you copied into the webhook URL

7- Under events ONLY ADD “purchase created” “purchase updated” “purchase destroyed”

8- Leave all other options alone and complete the webhook set up.

9- You have now completed your Clickfunnels set up.

 

Complete this process on any other checkouts you wish to track and move towards “testing and confirming tracking” at the bottom of this document.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you placed the Clickfunnels webhook correctly.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the UNIVERSAL code in the header of the funnel or checkout page.

IF you see both, move to the next step.

Step 1 – Create the integration inside Hyros

1. Go into settings -> integrations -> select the ClickBank Integration.

2. Click “Create Integration”.

3. Create a name for the integration, such as “`Digistore24”.

Step 2 – Add the Webhook

1. Go to your Digistore integration inside HYROS and click “configure”.

2. Click Edit and copy the webhook.

3. Next, go inside your Digistore account, go to Settings, and select Integrations:

4. Inside integrations, click on Add new connection button, and on the next page scroll down and select generic:

5. Name the connection Hyros and then scroll down to the IPN URL and paste the webhook you copied from Hyros.

6. Next, you need to update “Success validation” to the HTTP code (expects:200). When you have finished, click Save and Test connection button

Once you have received this notification after clicking the test connection button, this concludes the Digistore integration.

Funnelish have a direct integration on their platform, please follow their guide here.

Click HERE and follow the instructions. You will need to log into Gocardless when prompted.

When you have finished, we recommend running a test payment to confirm that the sale is tracked in hyros. – add to gocardless segment when ready

To connect Infusionsoft/ Keap checkouts to HYROS follow the video and written text below




1- Go to https://app.hyros.com/#/mh/external-services/infusionsoft , set the name and tag to “infusionsoft” and follow the prompts to complete the integration.

NOTE: If you are running customer cards manually with sales reps stop here. If you are sending customers to a checkout page where they self checkout continue.

IF YOU ARE USING INFUSIONSOFT/ KEAP ORDER FORMS

2- Once done login to your Infusionsoft account and go to E-COMMERCE–>ORDER FORMS

3- Select the order form you wish to track. Once there go to the HTML AREAS tab

4- Paste the UNIVERSAL CODE below in the custom header area at the TOP of the code.



IF YOU ARE USING A CHECKOUT OR LANDING PAGE SOFTWARE THAT PLUGS INTO INFUSIONSOFT/ KEAP

2- Paste the UNIVERSAL CODE below in the HEADER of your checkout page



This will complete the Infusionsoft/ Keap checkout integration.

Kajabi With Stripe ONLY Set Up Guide

Here is the code need for this integration

Written Guide
1- Copy the UNIVERSAL code above

2- Login to Kajabi and go to site settings in the lower left hand corner of your dashboard.

3- Form site setting go to Checkout setting.

4- Paste the script in the “header tracking” code form.

5- Integrate with Stripe HERE

This will complete set up.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check your Stripe integration.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the universal code in the checkout header in Kajabi.

IF you see both, move to the next step.

Kajabi With Paypal and Stripe Guide

Written Guide
1- Integrate with Kajabi HERE.

2- Copy the webhook.

2- Login to Kajabi and go to site settings in the lower left hand corner of your dashboard.

3- From site settings go to Checkout setting.

4- Place the webhook you copied under “Purchase Webhook URL”.

5- Copy the UNIVERSAL code below:

6- Paste the script in the “header tracking” code form in the checkout settings.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check your Stripe integration.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the universal code in the checkout header in Kajabi.

LAST STEP
IF you see both, now all that is left is to adjust the value of the product, because Kajabi does not send in the value with the sale. Copy the tag for the product and search for your product HERE. Edit the value of the product to the actual purchase value. Moving forward any product sales under that tag will come in with the same value.

Video Guide:

Tracking Kartra Funnel Pages:

1- Copy the Universal Script below:

2- Inside Kartra, go to my pages and find the page you would like to track. Click edit.

3 – Inside the page editor, go to settings, and inside tracking codes paste the Universal script inside the field labelled “Embed Facebook Ads Tracking Code”. Save the page.

4- Repeat this for all your kartra pages.

Tracking Sales with Kartra

WARNING: You MUST embed your checkout on a tracked page in order for sales to be tracked correctly. Please ensure that the checkout is embedded and that the page has our universal script shown above inside the <head> code of the page. If you need assistance with this please reach out to support and let us know what software you are using to host that page.

1- Go to https://app.hyros.com/#/mh/external-services/cart-integration/kartra , set the name, and tag to “Kartra” and follow the prompts to complete the integration.

2- Once done, click configure and generate a webhook by clicking the GENERATE WEBHOOK button.

2- Once done login to your KARTRA account and go to INTEGRATIONS –>API–>MY API

3- Go down to outbound API and activate your outbound API function

4- You will see an option to add an URL. Add the webhook URL you generated in step 2

5- Set the webhook to fire when the product you want to track is bought at any price point. Ad all the products you want to track.

This will complete the Kartra checkout integration.

First, please ensure the universal script is attached in the code of your checkout page. You can copy the script below or inside the Hyros app:

Next, Konnektive offer a direct integration to Hyros within their dashboard. To set this up just follow these steps in Konnektive:

1. First, make sure you copy your API Key from your Hyros account settings HERE.

2. Inside your Konnektive account, click on Admin -> plugins.

3. Find the Hyros Plugin, click “Activate” and paste the API key when prompted. Click “Connect”.

You are now integrated with Konnektive. If you don’t see any data coming into your Hyros account, please contact the onboarding team or in-app support.

Step 1 – Track your Checkout Pages

Copy the Universal script below and add it inside the header code of your checkout pages:

If you’re not sure how to add the universal script, please reach out to support and let us know wha checkout software you are using.

Otherwise follow the video guide below to integrate with NMI.

Video Guide:

Step 2 – Create the integration inside Hyros

1. Go into settings -> integrations -> select the NMI Integration.

2. Click “Create new integration”.

3. Create a name for the integration, such as “NMI” then click “save integration”.

4. Get your secret key from NMI and paste it in the field inside your integration, to do this just follow these steps:

  • Log into your NMI account.
  • Click “My Settings”.
  • Click “Security Keys”.
  • Scroll down and click “Add a New Private Security Key”.
  • Name the new “Key Name”, select the user from “Username Associated with key” and check the “API” option.
  • Copy the Security Key you just created and go back to your NMI integration inside Hyros, paste it under Private Security Key from your account and click Save integration.

Step 3 – Add the Webhook

1. Go to your NMI account, click “Settings”, select “Webhooks” and then click the “Create” button.

2. Go to your NMI integration inside your Hyros account, click Configure and grab the webhook:

3. Go back to your NMI account, paste the webhook you just copied earlier inside the “URL” input (step 1), select the events “transaction.sale.success” (step 2) and “transaction.refund.success” (step 3).

4. Once you’re done following the guidelines above click on the “Save changes” button. This process will complete your NMI integration.

Important! Sales may have or not have products associated with them. In the case that no product is assigned to the sale, a product will be created with the generic name “NMI Integration Generic Product” and with the price of the amount field inside Hyros.
In order to be able to generate sales with products, products must be created in advance. Please move forward to Step 3 – Product creation.

Step 4 – Product creation

  1. Inside your NMI account go to Product Manager, select Products, and click on the “New Item” button.

A form like the following will be displayed. As you can see, the required fields are cost (price), description (product name), and SKU. You can also fill in the tax, and discounts, which will be processed in Hyros.

Sale and refund creation

1. Sales creation

  1. You need to go to CASH inside your NMI account and click Sale.

IMPORTANT! The only required field is the Amount. Please keep in mind that if a sale is generated without an email address, it will not be processed in Hyros, so it is required to fill in the Email as well.

The other fields are optional, but note the following:

  • If you want to create a sale without associated products, it is enough to fill in the fields mentioned above. In Hyros, a product will be created with the generic name “NMI Integration Generic Product” and with the price of the amount field.
  • If you want to create sales with associated Products, you must fill in a row in the Products table of the form.
  • The Discount field is automatically filled in with the sum of the discounts for each Product type. If it is filled in manually, NMI does not take it into consideration and does not apply the discount.
  • The Discount will be divided among all products because we cannot know to which product exactly this Discount belongs when the event arrives at Hyros.
  • You could also check “Tax exempt”, in which case, no Sales Tax should be processed in Hyros.
  • You could also change the Currency of the Order. Note that Hyros will not take into consideration the currency of each Product individually.
  • If you want, you can fill in the Sales Tax and Shipping fields. Sales Tax and Shipping will be processed as Hard Costs in Hyros.
  • Once the sale has been made, a table like the following will be displayed. Refunds can be made from here, and you can see the Transaction Id, which is needed to make a refund if desired.

2. Refund creation

To issue a refund you need to go to CASH and select Refund.

IMPORTANT! Remember that in Hyros the Refund is always for the full amount of the Sale, so the Amount field will not be taken into consideration.

NOTE: In case you do not remember the Transaction Id, you can search for it by clicking on the magnifying glass in the Transaction Id field. The following form will be displayed.

Any field can be filled in to apply a filter. Once any field is completed, and Submit is pressed, a table like the following will be displayed, the Id column is the Transaction Id we are looking for. If you click on any Transaction Id, it will show the details of the order and you will be able to perform the Refund from there.

PayKickStart can be set up in 4 easy steps:

Step 1 – Create the integration inside Hyros,

1. Go into settings -> integrations -> select the PayKickstart Integration.

2. Click “Create new integration”.

3. Create a name for the integration, such as “PayKickstart” then click “save integration”.

Step 2 – Add the Webhook

1.Go to your PayKickstart integration inside HYROS and click “configure”.

2. Click “Get Webhook” and copy the webhook.

3. Go to the integrations settings for the product that you want to track, to do this follow these steps:

  • Go to “Campaigns”.
  • Click on the scroll down button to see your list of products.
  • Click the edit icon for the product you want to track.
  • Scroll down and select step 3 “integrations”.

Here is a video example:

4. Paste the webhook in the “IPN URL” section by following these steps:

Step 3 – Adding our UNIVERSAL Tracking Script

1. Copy the UNIVERSAL Tracking Script below

2. Inside your PayKickstart integration settings, past the UNIVERSAL script inside Advanced Tracking Code -> Header Code:

Step 4 – Perform a Test Payment

Run a test payment, you should see the sale inside HYROS with your tracking information correctly attached.

If your sale does not appear inside Hyros, please contact the onboarding team for further assistance.

IMPORTANT: Each product MUST be separately configured using the above workflow. Please ensure you have followed these steps for EVERY Product that you want to track. However, you do NOT need to repeat step 1 for every product.

Samcart Video Set Up Guide

Here is the code you will need for this set up

  • First step, go to the settings area of your Hyros account >
  • Integrations >
  • Click on the SamCart icon >
  • Create new integration >
  • Setup the integrations tag (name the integration in such way to recognize the lead’s traffic source, example: SamCart) >
  • Click configure >
  • Get webhook >
  • Copy webhook;
  • Log inside your SamCart account >
  • Go to settings >
  • Integrations >
  • Click new integration >
  • Notify URL >
  • Name the integration (SamCart) >
  • Paste the webhook inside the “Notify URL” > don’t forget to click save;
  • Next step >  Click global rules > setup rules > 2 rules need to be setup:

A. Product Purchased > click on next step > select the SamCart integration > action – send notify URL post > click next step > submit;

B. Subscription charged > (if you have a subscription-based business) > repeat the process mentioned above for the Product Purchased trigger;

    • Next step you will need to place tracking on your SamCart checkout pages >
    • Copy the UNIVERSAL code above >
    • Tracking >

      • After that go back inside your SamCart dashboard and go to products >
      • Click on the product you are selling > once you are inside the product > Click on advanced settings >
      • Paste the UNIVERSAL code inside the Embedded HTML/Scripts in Header area (this process needs to be done inside each single checkout page you have);

This will complete Samcart Set Up

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you placed the Samcart webhook correctly.

2- Under IP you should see an IP address.

If there is no confirm that you placed the UNIVERSAL code in the tracking code in the advanced settings area of the product you are trying to track.

IF you see both, move to the next step.

To connect teachable follow the video and written text below





Here is the script needed to complete this setup

1- Go to https://app.hyros.com/#/mh/external-services/cart-integration/teachable and complete the Teachable integration

2- Once done click configure and copy the webhook that has been created

3- Login into to your teachable account and select the school you wish to track with HYROS

4- Go to SETTINGS –> WEBHOOKS and click NEW WEBHOOK

5- Set the webhook to fire on a NEW TRANSACTION

6- Go to the course you wish to track via COURSE and then go to PAGES and then click EDIT on your thank you page

7- Add a HTML block and paste this code in the block : <center><p id="hyros-email">{{current_user.email}}</p></center>

 

WARNING: When adding this code, please make sure the quotation marks are correct, if the code is pasted anywhere else the quotation marks may be changed automatically and the code will not work. Use these examples as a reference:

Correct code:

Incorrect code, notice the difference in the quotation marks here:

This can be difficult to spot, so let the support team know if you’d like us to confirm.

8- Scroll to the bottom of the thank you page editor and check the box to ad a custom header code. Paste the Universal Code below into the code area (referred to as a WATCHER script in the video):



This will complete the Teachable checkout integration. Repeat this for all schools and course you want to track.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you placed the Teachable webhook correctly.

2- Under IP you should see an IP address.

If there is no confirm that you placed the UNIVERSAL code on your thank you page and that the customer email code is on the page correctly.

IF you see both, move to the next step.

Thivecart With Stripe ONLY Set Up Guide

Here is the code need for this integration

Written Guide
1- Copy the UNIVERSAL code above

2- Login to Thrivecart and go to products.

3- When under products go to “checkout” and then “tracking”

4- In tracking check the “custom tracking code” box

5- Paste the UNIVERSAL code in the “ALL PAGES” form.

Repeat this process for every product you wish to track.

6- Integrate with Stripe HERE

This will complete set up.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check your Stripe integration.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the UNIVERSAL code in the custom tracking code area of your products.

IF you see both, move to the next step.

Thrivecart With Paypal Video Set Up Guide

Here is the script you will need for this set up

If you are using Thrivecart checkout follow the directions below

1- Create a webhook using the THRIVECART INTEGRATION HERE

3- Once the integration appears, click “configure”. Then click “get webhook”.

4- Copy the webhook and go to the “SETTINGS” area in your ThriveCart dashboard

5- Go to “API and Webhooks”

5- Click “Ad Another Webhook”

6- Paste the webhook you copied into the webhook URL

7- NEXT : Return to HYROS and copy your UNIVERSAL script (above) under TRACKING->TRACKING SCRIPTS

8- Return to your Thrivecart dashboard and go to products.

9- Click “edit” on the product you wish to track.

10- When in the product screen go to CHECKOUTS

11- After clicking CHECKOUTS go to tracking

12- Activate custom tracking

13- Paste your UNIVERSAL script in the input box and hit save.

This completes your Thrivecart Integration.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you placed the Thrivecart webhook correctly.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the UNIVERSAL code in the custom tracking area of the product you wish to track.

IF you see both, move to the next step.

Ask your onboarding rep! We more than likely integrate and have not made the set up documentation for the system yet!

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.

 

Step 6: 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 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 – 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 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.

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