VIP SET UP GUIDE
This document will guide you through setting up a standard organic funnel. The best way to use this document is to complete the steps in the order they are given and then perform the test at the end.
If you need any help tag your onboarding manager, we are always happy to help!
Step 1: Setting up your Custom Tracking Domain
First, inside your True Tracking settings, go to the tracking domains tab. Click “Add domain”.
Enter your custom Domain. Please take the following in mind when entering your domain:
- The domain you use must NOT be already in use in another part of your business.
- You CAN use a subdomain of your existing parent domain. For example, if your business is hosted at customdomain.com, you can set your tracking domain to t.customdomain.com.
- Avoid using keywords like “track” or “tracking” for your subdomains to lower the chances of getting your domain blacklisted by crawlers.
Once you have chosen your domain, you will be given the following information:
- Domain (the same one you just set up)
- Type (CNAME)
- Target (A unique target for your tracking domain)
It should look like this:
Copy this information and use it to set up a new DNS record of the type CNAME.
When setting up your DNS record, please be aware that the “name” or “host” field will be the pre-fix to the existing domain.
So in the example above the domain is “t.hyros.com”, meaning in the name/host field you will just need to enter “t” as the name when setting up the CNAME record.
If the domain is “www.hyros.com” then the name will be “www”.
You can see further steps on setting up the CNAME for each specific domain provider here:
If your Clickfunnels domain is hosted on another platform, such as NameCheap or GoDaddy, then you will need to manage the DNS settings there. Otherwise, follow the steps below.
Inside your Clickfunnels Dashboard:
- Go to Profile account and select Account Settings
- Then, in the menu on the left, click Domains
- Choose your domain
- Add CNAME record
Once you’ve finished following the steps above, your DNS should look like the image below:
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.
Step 2: Tracking your Sources
To track specific organic links you need to manually add a custom parameter with a unique tag (which you can change deending on your needs). For more details, follow the use case examples below.
This option to track using manual source parameters is very useful when we want to track specific links or pages.
To track any organic source simply add a manual source link parameter with ?el= followed by the name of the source you would like to track to the end of a URL.
HYROS will then create a source based on the name you used in that parameter and begin attributing clicks and sales to it.
Individual Source Link Tracking
To track specific traffic sources just change the text that comes after “=”
For example www.hyros.com?el=pinterestpost1. This will create a source automatically named “@pinterestpost1”.
For example, if you create 3 sources using this method such as “pinterestpost1”, “pinterestpost2” and “pinterestpost3” then when you load up a report you will be able to see how much traffic is coming in via each post. This can be useful for tracking the performance of individual links and pages.
Organizing Your Sources
We also recommend using our extra UTM parameters to automatically allow you to add these new organic sources into specific traffic sources, inside of Hyros.
Although this is an optional step, it allows you to better organize and segment your data later based on this information, without having to manually adjust any sources later.
To do this, simply add the following UTM parameter at the end of ?el=yoursource, separated by an & symbol:
htrafficsource=yourtrafficsourcename
So in an example where we are tracking three separate Pinterest links, instead of just using ?el=pinterestpost1, then ?el=pinterestpost2 etc, we would instead use the following UTM parameters for each link:
www.mysite.com?el=pinterestpost1&htrafficsource=pinterest
www.mysite.com?el=pinterestpost2&htrafficsource=pinterest
www.mysite.com?el=pinterestpost3&htrafficsource=pinterest
As you can see, although in this case we are creating 3 different sources by changing the name slightly after el=, we are including them within the same traffic source, which will allow us to group them together by traffic source in the reports later in a more automated way.
For more details on some specific setups, follow the use case examples below.
Use-Case Examples
To track leads accessing your email links, follow these guidelines.
In order to track specific links from your email campaigns, you need to add the he= and el= parameters at the end of the URL link.
Depending on your email software that you are using, you need to copy the email parameter that is associated:
- Active Campaign: ?he=%EMAIL%&el=email
- CleverReach: ?he={email}&el=email
- Drip: ?he={{ subscriber.email }}&el=email
- GetResponse: ?he=[[email]]&el=email
- ConvertKit: ?he={{ subscriber.email_address }}&el=email
- Mailchimp: ?he=*|EMAIL|*&el=email
- Klaviyo: ?he={{ email }}&el=email
- Aweber: ?he={!email}&el=email
- Infusionsoft/Keap: ?he=~Contact.Email~&el=email
- Clickfunnels: ?he=#EMAIL#&el=email
- OmniSend: ?he=[[contact.email]]&el=email
- Ontraport: ?he=[Email]&el=email
- Everwebinar/Webinarjam: ?he={ATTENDEE_EMAIL}&el=email
- GoHighLevel: ?he={{contact.email}}&el=email
- HubSpot: ?he={{contact.email}}&el=email
- Kartra: ?he={email}&el=email
- Kajabi ?he={{email}}&el=email
- MaroPost: ?he={{contact.email}}&el=email
- Intercom: ?he={{email}}&el=email
- SendGrid: ?he=[%email%]&el=email
- SendLane: ?he=VAR_EMAIL&el=email
- Sendy ?he=[Email]&el=email
- Lemlist: ?he={{email}}&el=email
In the example below, we have the following link:
https://docs.hyros.com/direct-call-tracking/
When adding the parameter the final URL link with the he parameter will be like this:
https://docs.hyros.com/direct-call-tracking/?he={{ email }}&el=email
If we have existing utm’s attached to the links, something like the link below: https://docs.hyros.com/direct-call-tracking?utm_medium=social
We need to make sure that we add the & sign between the parameters.
The final URL link will be like this:
https://docs.hyros.com/direct-call-tracking/?utm_medium=social&he={{ email }}&el=email
Important: Please note that when we add the email parameter to any URL link we want to track the source, we need to make sure that the traffic is sent to a page where we have the Universal script, otherwise we will not be able to track the source of leads.
Should I Add the Above Parameters Globally or On Each Link?
Some email softwares will allow you to add parameters globally, which will be a much easier setup. However this entirely depends on the email software you are using.
One specific example where we can add the parameter el=email globally would be Klaviyo.
For more details follow the example below:
URL rules are an easy create way to create sources passively if the visiting URLs have distinct words or snippets in the URL.
How URL Rules Work
When URL rules are set HYROS will watch the URL that people visit from. Many times our users already have UTMs on these URL or they have distinct text in them.
An example is if you already have set up UTM parameters on your ORGANIC traffic. For example, a visit from youtube may have ?utm=youtube in the URL of the visitor.
You can create a rule that will allow HYROS to spot these unique terms and if spotted attribute a source to the visitor. This allows you to easily plug large tracking gaps from organic and easy to miss sources.
How To Create a URL Rule
Creating URL rules is easy. To do so just go TRACKING ->URL RULES. Then click “+ Add new rule”
Next, inside the tag field set the tag to something that will indicate the source, action or sale you would like to track. Make sure you use the correct tag type depending on what you would like to track, to read more about how are tags work please see the guide HERE.
After, adjust the name to whatever you like. For example, if you are using a URL rule to track youtube organic traffic, change the name to “Youtube” or “Youtube_Organic”.
Then analyze the text of visiting URLs you would like to track. For example, if you are sending traffic with a URL that looks like this “yoursite.com?utm_source=youtube” you will want to use the unique text “utm_source=youtube”.
Paste this text in the “Words to match” form. Here is an example:
Use-Case Examples
Please see the dropdown below and follow the exact steps to track some of the more commonly found external sources:
Step 3: Setting up the funnel
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.
To track your entire funnel simply place the UNIVERSAL code below in the header of every page of the funnel.
It is critical that you get this form on
-Any opts ins
-Any sales page
-Any opt in thank you pages
-Any checkout pages
IF your page is an opt in run this test
Opt into your opt in and ensure your email appears in your Hyros account under REPORTING → LEADS
Ensure that you have done this for all pages and opt ins you wish to track then move to STEP 3: Tracking Customer Payments.
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:
Test your pages to make sure they are tracking correctly by using the testing app.
Once you’re done you can move to STEP 3: Tracking Customer Payments.
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.
4. Test your pages to make sure they are tracking correctly by using the testing app.
Once you’re done you can move to STEP 3: Tracking Customer Payments.
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:
Step 4: Tracking Customer Payments
How HYROS Matches Customer Payments To Their Source (IMPORTANT)
This video will explain how we track a customer conversion all the way back to the original ad click.
After the initial opt in HYROS will watch visitors going to your checkout pages via the Universal script in the header of the checkout page.
When a visitor lands that has matches from a profile seen before, HYROS will recognize the user. If the user then checkouts out HYROS will add the sale and sale amount to the user profile.
Because the user’s full ad and click history is already attached to the profile in the system, we can match the sale to the user and original ad clicked.
Choose Your Checkout System
IMPORTANT : Do not integrate a checkout system AND a processor. It will cause the checkout system to send in a sale and then cause the processor to send in the same sale causing DUPLICATE sales. Integrate only a checkout or ONLY a processor, not both.
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:
- API Login ID
- 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 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
This completes the setup for Clickfunnels.
———————————————–
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 – Integrate with Stripe
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.
Step 2 – Add the Hyros Universal Script to your Site (If you haven’t already done so)
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.
Step 2 – Add the Hyros Universal Script to your Site (If you haven’t already done so)
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 inside Hyros
1. Go into settings -> integrations -> select the Digistore24 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.
Step 3 – Adding our UNIVERSAL Tracking Script
1. Copy the UNIVERSAL Tracking Script below
2. Next, inside your Digistore account follow the next steps:
- Go to Settings and select Tracking:
- Next click on the Set up the New tracking
- Follow the guidelines below:
Important! Once you have finished following the above steps, and before saving the entire configuration, you will need to send an email to Digistore24 support (code@digistore24.com) and include the Universal script for review and confirmation.
Once you receive confirmation from Digistore24 support, you will be able to save your tracking configuration and the integration will be completed.
Note! If you need further assistance in setting up Digistore24 integration, please contact Hyros support or your onboarding analyst.
Step 1 – Track your Funnelish pages
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:
Step 2 – Create your Funnelish automation
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
Step 1 – Track your Hubspot pages
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.
Step 2 – Create the integration inside Hyros
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.
Step 1 – Create the integration inside Hyros,
2. Click “Create New Integration”.
3. Create a name for the integration, such as “Hotmart”.
4. Get your Integration token form Hotmart and paste it in the field inside your integration, to do this just follow these steps:
- Log into your Hotmart account.
- Click “Tools” on the navigation bar and Select “Webhooks (API and Notifications).
- Select Authentication and copy Verification Hottok
- Once you’ve copied the Verification Hottok, go to your Hyros account and Integrations. Select the Hotmart integration and click on Create new Integration. Paste it into the webhook token field inside your HYROS integration.
Step 2 – Add the Webhook
1.Go to your Hotmart integration inside HYROS and click “configure”.
2. Click “Get Webhook” and copy the webhook.
3. Past the webhook inside your Hotmart account by following these steps:
- Go to “tools” and then “Webhooks (API and Integrations)”, just like in step 1.
- Inside “settings” click “new setting”.
- Follow the information below to integrate your webhook:
Step 3 – Tracking the Hotmart Checkout Page
First, go to tools and select “tracking pixel”:
Then select the product you want to track (if you have multiple products you will need to do this for all of them).
Select the Hyros pixel as shown below, if you do not see this on your list you will need to contact Hotmart support to activate this for you.
Then you will be prompted to add an “ID” and “Label” in seperate fields from the Hyros Universal Script (or pixel).
Here is an example universal script showing you exactly where to find these:
You can find your unique universal script below, please use the above screenshot to copy the ID and label related to your account:
Then paste the ID and Label in the corresponding fields in the Hotmart-Hyros pixel configuration as shown:
This will conclude the setup. Please move on to the next step.
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 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.
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 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
- 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
- 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 in-app support 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
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
- 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
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 contact the in-app support! We more than likely integrate and have not made the set up documentation for the system yet!
Step 5: Setting up your currency
Hyros allows you to convert the currency that we receive from your payment software and display a currency of your choice easily inside Hyros.
To configure your currency conversion settings, just go inside your true tracking settings HERE, and select the correct currency on your Inbound and Outbound Currency:
Inbound Currency – This refers to the currency that your integrations are using. For example, if sales are shown in USD inside your payment processor account, select USD.
IF you are using multiple currencies for different payment softwares that are integrated with Hyros, you can select the inbound currency for each specific integration inside the Integrations tab. Just click on the integration you wish to use to convert your currency and change the inbound currency. Inbound currencies set on a specific integration will take priority over the inbound currency set inside your true tracking settings.
Outbound Currency – This is the currency that Hyros will show inside your account, and what you will see inside your reports. This NEEDS to match with the currency shown inside your ad accounts, otherwise, the data will not make sense when comparing with Facebook or Google.
At this time we only allow a single outbound currency. Having multiple outbound currencies would cause confusion inside your reports as it would be displaying multiple currencies alongside each other.
If you already have sales inside your account, you can select the option to “Update Sales Prices” to change the currency on your previous sales as well. Please ensure that the inbound currency is correct first before doing this though.
Multiple Currencies from a Single Store or Integration
This is most useful when you have an e-commerce store or any funnel that accepts multiple currencies on the same site. In order to convert these values correctly, you will need to select “Grab currency from event” inside your integration as shown below:
This ensures hyros does not assume that all values are in the inbound currency only. Hyros will instead read the currency from each sale, then convert that currency to the selected Hyros currency.
This is not available for all integrations.
WARNING: Currency Conversion and Your Revenue Cap
As you know, your account is billed depending on revenue tiers. If you go above the cap for your pricing tier, you will need to upgrade your subscription in order to continue to receive data. This is why it is VERY important to configure your inbound currency correctly. For example, if you have your inbound currency set to USD (by default), but you’re actually using pesos, Hyros will assume that number is in USD and you will reach your cap much faster than you should.
For more information on how your billing plans work, please see HERE.
Step 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 seeing our HOW TO USE guides.