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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:
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:
Once you have chosen your domain, you will be given the following information:
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:
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:
Once you’ve finished following the steps above, your DNS should look like the image below:
If the domain is hosted here and you have a cloudflare nameserver in another Domain registrar/provider, then the settings will need to be configured here instead of the domain provider.
If this is the case, then inside Cloudlfare select your website:
Then select “DNS”, click “Add Record” and use the information from Hyros to add the CNAME record, please also turn off the proxy, otherwise Hyros or any other tool will not be able to verify the CNAME:
Now please move on to the next step.
If your site is hosted on Hostgator or any of the other sites mentioned, then the DNS management will most likely be done via cPanel.
Please note that this example specifically uses cPanel hosted on a Hostgator account, however the processor should be very similar for all sites.
If you see the HostGator name server here, then the site is hosted on HostGator and you can manage the DNS In cPanel:
If you see another Nameserver that is not HostGator, then you will need to manage the DNS settings on that host platform, such as Cloudflare.
Assuming you are hosting on HostGator: go to “Domains” and then “Zone Editor” in cPanel:
Then click “+CNAME Record” and add the Name and CNAME given to you in your Hyros account from the previous step:
Once created, you should also be able to see the CNAME record when you click “manage” on that specific domain.
Now please move on to the next step.
Please note that this is a Domain Registrar that allows you to manage DNS and host elsewhere. If it is hosted elsewhere, such as on Shopify or Cloudflare, then the DNS management needs to be done on their side.
If this is not the case, then first select your domain and select “Manage DNS” as shown here:
Then select “Add” and use the information povided by Hyros to add the DNS record:
Now please move on to the next step.
You can only modify the DNS in namecheap when the domain points to default Name Servers like this:
When something else is saved under “nameservers” such as CloudFare’s or cPanel’s name server then the management is done inside Cloudfare/cPanel etc, so please go to the steps for them instead.
It will look something like thise if you are hosting the domain elsewhere:
If the name server is not changed (for example Shopfy does not require you to change name servers) then go to the “Advanced DNS” section on the domain you are setting up to add a new record:
Now please move on to the next step.
First of all, please note that if your Shopify domain is hosted on another platform, such as NameCheap or GoDaddy, then you will need to manage the DNS settings there.
You can check this inside Shopify by going to your “domains” setting tab, then under the domain name you will see it say “managed by Shopify” if it is hosted on Shopify.
If that’s the case, select “domain settings” and “edit DNS settings”” as shown here:
Then, select “add custom record” and then add your CNAME record using the information provided from Hyros in the first step:
Now please move on to the next step.
First of all, please note that if your WPX domain is hosted on another platform, then you will need to manage the DNS settings there.
If the domain is hosted on WPX, then select “Edit DNS” and create a new record for your domain. Then using the details you made inside of Hyros, create the CNAME record:
Then move on to the next step.
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.
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.
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.
We also recommend using our extra UTM parameters to automatically allow you to add these new organic sources into specific traffic sources, inside of Hyros.
Although this is an optional step, it allows you to better organize and segment your data later based on this information, without having to manually adjust any sources later.
To do this, simply add the following UTM parameter at the end of ?el=yoursource, separated by an & symbol:
htrafficsource=yourtrafficsourcename
So in an example where we are tracking three separate Pinterest links, instead of just using ?el=pinterestpost1, then ?el=pinterestpost2 etc, we would instead use the following UTM parameters for each link:
www.mysite.com?el=pinterestpost1&htrafficsource=pinterest
www.mysite.com?el=pinterestpost2&htrafficsource=pinterest
www.mysite.com?el=pinterestpost3&htrafficsource=pinterest
As you can see, although in this case we are creating 3 different sources by changing the name slightly after el=, we are including them within the same traffic source, which will allow us to group them together by traffic source in the reports later in a more automated way.
For more details on some specific setups, follow the use case examples below.
Use-Case Examples
To track leads accessing your email links, follow these guidelines.
In order to track specific links from your email campaigns, you need to add the he= and el= parameters at the end of the URL link.
Depending on your email software that you are using, you need to copy the email parameter that is associated:
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.
Some email softwares will allow you to add parameters globally, which will be a much easier setup. However this entirely depends on the email software you are using.
One specific example where we can add the parameter el=email globally would be Klaviyo.
For more details follow the example below:
URL rules are an easy create way to create sources passively if the visiting URLs have distinct words or snippets in the URL.
How URL Rules Work
When URL rules are set HYROS will watch the URL that people visit from. Many times our users already have UTMs on these URL or they have distinct text in them.
An example is if you already have set up UTM parameters on your ORGANIC traffic. For example, a visit from youtube may have ?utm=youtube in the URL of the visitor.
You can create a rule that will allow HYROS to spot these unique terms and if spotted attribute a source to the visitor. This allows you to easily plug large tracking gaps from organic and easy to miss sources.
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:
Notes: Although Google Tag Manager may work, it is more likely to be blacklisted by anti-tracking browsers etc, and as it is a third party script it may incur other additional unforeseen errors with tracking. Therefore 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:
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:
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.
If you have Kajabi site pages, please copy the universal script below, then inside Kajabi go to settings -> Site details -> Header Page scripts and paste the script -> click save as shown below:
Then if you have any embedded registration pages or opt ins, please follow the guide for that specific software in this section and then move on to the next steps.
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.
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.
1 – Please ensure that you have placed the universal code on your call booking and call thank you pages (you should have done this in the last step of the initial setup).
2- Login into your Acuity dashboard and go to https://secure.acuityscheduling.com/preferences.php?action=integrations
3- Pick CUSTOM CONVERSION tracking from the list of integration. A code input box should appear
4- 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:
Please follow the exact same process, but use this code instead of the code above in the custom conversion tracking settings:
var bookedAppointmentName = "%appointmentType%";
console.log(bookedAppointmentName)
if( bookedAppointmentName == "Appointment Type 1" ){window.top.location = 'https://yoururl.com?email=%email%';
}else if( bookedAppointmentName == "Appointment Type 2" ){
window.top.location = 'https://yoururl.com?email=%email%';
}
This is designed to redirect leads to a specific page based on the appointment type of the call booking. When adding this code, please add the appointment type name and associated thank you pages as shown below.
You’ll see where to adjust the appointment type name in red and where to adjust the associated thank you page for leads to be redirected to in blue:
To find the correct appointment type names, please check your appointment types setting inside your Acuity business settings:
Please also note that the code above is just for 2 appointment types and associated thank you pages, however you can add to this code as much as like depending on how many appointment types you have. Just copy and the last section that you see underlined here:
Then paste it immediately after the final }. It should look something like this:
var bookedAppointmentName = "%appointmentType%";
console.log(bookedAppointmentName)
if( bookedAppointmentName == "Appointment Type 1" ){window.top.location = 'https://yoururl.com?email=%email%';
}else if( bookedAppointmentName == "Appointment Type 2" ){
window.top.location = 'https://yoururl.com?email=%email%';
}
else if( bookedAppointmentName == "Appointment Type 3" ){
window.top.location = 'https://yoururl.com?email=%email%';
}
You can continue doing this for as many appointment types as you like. Once you have done this for all of your appointment types, move on to the next steps.
5- Then in Hyros, remove the “Automatic Calls” URL rule by going to your URL rules settings in your tracking tab as shown here:
6 – Finally, please integrate with Acuity by going to the Acuity integration in your integration settings and following the prompts to log in and connect Acuity with Hyros.
Please ensure you first follow the steps above first to setup your initial call tracking, then follow this guide to whitelist only specific call booking events:
If you make any sales via acuity, or any events require the lead to make a purchase, then Hyros will register this as a sale in Hyros.
If you do not want these events to be shown in Hyros, then go to the Acuity integration settings and toggle on “discard sale events”:
Hyros will then ignore any events that are sales, and only track calls from Acuity.
This integration will send call data to Hyros in a more accurate manner than the URL rules. Please make sure you have removed the URL rule to track calls as per step 5, otherwise you will be tracking duplicate calls.
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 are redirected to the thank you page you set in step 4 with the email in the URL.
It should look something like this:
If you see something wrong such as no email in the URL, or the redirect does not happen at all and you remain on the call booking page, please see the drop downs below:
First, please go back to step 3 and ensure that the tracking code is installed correctly. If you have confirmed that it is, then it may be a permissions issue with Acuity.
You may be able to confirm this by going to the console tab in your developer tools, to get there follow the instructions below:
Then you should see an error message that says something like “The current window does not have permission to navigate the target frame to…” as the one in the screenshot below does:
If you see this then there are 2 current workarounds to enable the redirect:
1) Add a peice of code to the Acuity Embed code to enable the redirect
This is the optimal workaround because you do not have to make any funnel changes. First, copy the code below:
sandbox="allow-forms allow-modals allow-orientation-lock allow-pointer-lock allow-popups allow-popups-to-escape-sandbox allow-presentation allow-same-origin allow-scripts allow-top-navigation allow-top-navigation-by-user-activation"
Then find your Acuity embed code and paste the above code inbetween the iframe and src as shown below:
So the code would be added inbetween, as you can see here:
iframe sandbox="allow-forms allow-modals allow-orientation-lock allow-pointer-lock allow-popups allow-popups-to-escape-sandbox allow-presentation allow-same-origin allow-scripts allow-top-navigation allow-top-navigation-by-user-activation" src=”https://app.acuityscheduling.com/schedule….
Now re-add the new Acuity embed code, reload the page and try again. You should be redirected after booking a call to the thank you page you set in step 3.
2)Add the Acuity form to it’s own page, so it’s not embedded on any other form.
The permissions issue only occurs when it’s embedded on a page, so if you just show leads the direct Acuity form rather than the embedded version, the redirect should work.
However if you don’t want to make funnel changes we suggest following the first option.
If the redirect works but you do not see the email correctly on the thank you page URL, then it is most likely an issue with the code added in step 3.
Go back to step 3 and check the code installed, and ensure the email UTM is present after the thank you page URL, as you can see underlined here:
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.
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
Once completed this will pass the email and phone number to your thank you page so we can track them.
4. Next go to your URL rules, you should see a rule already created which we use to automatically track a $call. Please delete this rule.
We do not use this for Calendly, because we use a direct integration instead for optimized accuracy. If you have the rule active AND the Calendly integration active at the same time, you will receive duplicate call events.
5. Integrate with Calendly inside of your integration settings.
This will complete the 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 check if you have integrated with Calendly inside your Hyros account.
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.
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.
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.
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:
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:
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.
Then, for Oncehub you have 2 options depending on what plan you are on inside Oncehub. If possible we recommend the Native setup for optimized call tracking accuracy:
If you do not have the appropriate plan, please scroll down until you see the “standard setup” below and follow those steps instead.
follow these 3 steps to ensure your call tracking is working
1. Navigate to https://app.oncehub.com/dashboard
2. Click the settings Icon.
3. Click “API & Webhooks”
4. Copy the API key for your account.
5. Switch to your Hyros account and go to the Oncehub integration settings by clicking https://app.hyros.com/external-services/cart-integration/oncehub
6. Click “Create integration”.
7. Paste the API key from your Oncehub account here
8. Add a name for the integration, this can be anything you like.
9. Click “Add integration”
10. Click “Tracking”
Alert: Alert! By default Hyros will track calls via a URL rule, but for optimized tracking we suggest using the integration instead.
If both are activated, then you will track duplicate calls. Please make sure you follow these steps to prevent tracking issues.
11. Click “URL Rules”
12. You will see a URL rule already generated in your account, under the [[tag]] column you will see the [[$call]] tag.
Select this URL rule.
13. At the bottom right corner of the screen, click [[Delete Rule]] and confirm deletion.
By default, the integration will track all call events that occur inside Oncehub/Schedule Once and show them inside Hyros.
If you are fine with this then you can ignore this step, please move on to step 4.
However if you wish to track specific call events and ignore others, please follow these steps:
–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 move to the next step.
-IF you do not see the $call tag make sure you have integrated using the correct API key from the correct Oncehub account
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”
If you have already completed the Native Setup above, please ignore this and move on to the next steps.
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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.
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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.
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–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)
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 5.1: 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:
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:
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.
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.
Follow this video to track all of your funnel pages:
Place your UNIVERSAL script inside your funnel settings as shown in the guide and then move on to the next steps. You can copy the code here:
Please follow the steps above to track all your CF pages, but then blacklist any checkout pages that your sales reps may be using to avoid them being tracked and associated with the sale.
To do this, copy the URL of those checkout pages and then go to your Hyros account.
Go to settings -> True Tracking -> scroll down until you get to the blacklist settings and select “URL” -> Paste all the URLs of the checkouts used by your sales reps here.
If you have some leads being sent to a checkout to pay themselves, then they should do so on a SEPARATE checkout page which is NOT blacklisted.
So you should have an internal checkout page for your team to use only which is blacklisted, and another public checkout page for your leads to use only that is not blacklisted.
If you do not follow this flow, then you risk sales reps being tracked with sales by error and linking leads together, or you risk tracking being broken.
For more information on this topic please see THIS GUIDE.
If you have completed these steps you are finished, move on to the next steps.
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:
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:
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
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
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:
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.
Create a webhook using the THRIVECART INTEGRATION HERE
WARNING : If you manually run customer cards DO NOT PUT TRACKING SCRIPTS ON THIS CHECKOUT PAGE
Instead, please ensure that your sales team manually input payment details on a non-tracked page and use the lead’s call booking email when inputting payment details.
Entering the call booking email at the checkout will allow Hyros to match the sale with the previous Call and therefore attribute the sale back to the ad click.
If your sales team do not enter the call booking email at the checkout, we will not be able to attribute sales.
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 5.2: 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:
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:
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 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.
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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.
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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
This completes the setup for Clickfunnels.
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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.
Click HERE to integrate with Stripe (or go to settings -> integrations -> Stripe inside of your Hyros account).
Then simply create a new integration and follow the prompts to connect with your Stripe account.
You may have already done this in a previous step, but to ensure all pages are tracked please make sure you follow the steps below to add the Hyros Universal Script to your site pages:
Copy the Hyros Universal Script here:
Then go to the “site” tab in the navigation bar, click on “overview” and click the edit icon.
Scroll down and paste the universal script in the head code field and click “update page”.
This will track ALL of your pages created in Clickfunnels.
Now you have complete the setup, move on to the next step.
Step 1 – Create the Integration in Hyros
1. Go to settings -> integrations -> click on Clickfunnels 2.0 to access the integration settings. You can also click HERE.
2. Click “Create New Integration” and name it whatever you like.
3. Once the integration is complete, go inside your integration by clicking the “edit” icon
4. Once inside, click “get webhook”
5. Inside CF 2.0, go settings -> webhooks -> click “Add new endpoint”
6. Paste the webhook under the URL field, add any name you like and then select the event types order.updated, order.created, contact.created
Save the endpoint and move on to the next step.
You may have already done this in a previous step, but to ensure all pages are tracked please make sure you follow the steps below to add the Hyros Universal Script to your site pages:
Copy the Hyros Universal Script here:
Then go to the “site” tab in the navigation bar, click on “overview” and click the edit icon.
Scroll down and paste the universal script in the head code field and click “update page”.
This will track ALL of your pages created in Clickfunnels.
Now you have complete the setup, move on to the next step.
For your site pages, first copy the Hyros Universal Script here:
Once you have copied the code, go to your funnel you want to track and click Settings:
Funnelish have a direct integration on their platform, please follow their guide here.
For your site pages, first copy the Hyros Universal Script here:
Then just select the settings icon inside Hubpsot, go to “website” -> “pages”, choose which domain you would like to track and paste the universal script under the site header HTML as shown:
Then save any changes.
2. Click “Create New Integration”.
3. Create a name for the integration, such as “Hubspot”.
4. Click on Edit and scroll down to “Set up of the stage considered as Won”. Type in or select the desired stages and then Click on the “Change property values” button.
This will conclude the setup. Please move on to the next step.
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 Kajabi 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.
Follow these steps to integrate Kajabi:
Once the Webhook is copied, log into your Kajabi account, go to each individual Offer you want to track and paste the Webhook into the Activation URL and the Deactivation URL exactly as explained below:
This concludes the set up for Kajabi.
Video Guide:
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.
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.
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:
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:
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
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
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:
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.
Samcart Video Set Up Guide
IMPORTANT:Please note that you will only be able to complete the integration if you have the “Grow or Scale” plan or higher. If you’re uncertain about your payment plan, you can verify it by checking whether the Notify URL field (min 0:48) is available for selection. This is where you’ll need to add the webhook in order to finalize the integration.
Here is the code you will need for this set up
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;
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
Important! Note that some users may not have access to the Liquid/HTML section as shown at min 1:40. If this is the case, contact the Teachable support to activate this section.
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
Important! Thrivecart made an update on their end that is not present in the video setup guide. When you get to min 0:47, make sure to disable “Receive results as JSON”. Follow the image below for reference.
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.
Please follow one of the steps below if you do not see your system in the list above:
Note
using Zapier or Make.com requires no development skills and is free
3. If you did not find your app listed in Zapier or Make.com, contact in-app support! We are more than likely integrating and haven’t done the setup documentation for the system yet!
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.
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.
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.
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:
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:
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.
What I should do next?
Now that you’ve completed your setup, we’re ready to learn
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