Sales Call Funnel Initial Set Up

VIP SET UP GUIDE

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

We suggest you get all these basic steps completed and tracking confirmed by our team before moving to any other more advanced strategies with our platform. For example tracking your email, organic, social or activating AI pixel training should wait till this guide is complete AND your onboarding rep has confirmed your tracking accuracy!

Watch These Two Videos First

How HYROS Sales Call Funnel Tracking Works (Optional BUT Good To Know)
When tracking a sales call funnel HYROS tracking works by first identifying which ad an webinar registration comes from.

When an ad on Facebook or Adwords is clicked it passes data to your landing page. Our WATCHER code then receives that data and creates a profile for the visitor based on 5 levels of tracking. The profile then has the ad click attached to it.

When the user then opts in to the funnel an email is added to the profile. If they do not opt in BUT are seen again in the future more information is added to the profile so that when they do register they will have all former ad clicks.

After the initial opt in HYROS will watch visitors going to your call booking pages via the WATCHER 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.

Think setting up tracking might be tough or techy? It’s not. Watch me set up an entire sales call funnel in less than 2 minutes FLAT in real time.

WARNING : This is not an instructional video, do not attempt to complete your set up based on this video alone. It is purely to show how quickly and easily set up can be ONCE you understand the steps below.


Step 1: Setting Up Your Ads

Google Ads Sales Call Funnel Video Set Up

To track your Adwords ads take the parameter below and paste it in the tracking template area of EVERY ad in your Google ads account.

 

Copy The Following URL Parameter : {lpurl}?gc_id={campaignId}

NEXT : Create a test link like in the video above at (1:23). Click the link and ensure that your link has our tracking parameter and the campaign ID in the link. The URL parameter should appear cleanly EXACTLY like in the example link below

https://alexbecker.org/bp?gc_id=7558136338

 

NEXT : Integrate with the Adwords account you would like to track HERE to complete connecting to Adwords. If you have multiple accounts you will need to connect each of them.

 

 

Warning : If your ads have redirects or bitly links tracking parameters will be dropped. To ensure that your tracking works correctly generate an ad preview can click the ad. Then confirm our tracking parameter in the url (1:23 in the video)

 

Facebook Ads Set Up Guide

To track your Facebook ads take the parameter below and paste it in the tracking url parameter area of EVERY ad in your Facebook ad accounts and hit publish.

Copy The Following URL Parameter : fbc_id={{adset.id}}

 

NEXT : Create a preview link like in the video above at (1:43). Click the link and ensure that your link has our tracking parameter and the campaign ID in the link. It should appear cleanly in the URL.

The url below is an example of a clean parameter. It should appear exactly like it does below.

https://ironstrategy.net/opt-in-weekly35478108?fbc_id=23844223764970489&fbclid=IwAR2jyW1FyJL

NEXT : Integrate with your Facebook account here. This will be able to access all ad accounts you have admin access too.

 

Warning : If your ads have redirects or bitly links tracking parameters will be dropped. To ensure that your tracking works correctly generate an ad preview can click the ad. Then confirm our tracking parameter in the url (3:15 in the video)

Step 2: Tracking The Lead Or Opt-In

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are the tracking scripts needed to complete this set up

https://app.hyros.com/#/mh/sale-items


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 your WATCHER script under Registration page tracking AND Registration form tracking.

5- Paste your CATCHER script Post-registration Thank You page tracking

(Again you may access both scripts HERE under “tracking scripts”)

6- Register for your webinar and ensure your email appears in your Hyros account under REPORTING → Leads (https://app.hyros.com/#/mh/finance)

Ensure that you have done this for all the webinars you would like to track at this time and then move to step 3.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are the tracking scripts needed to complete this set up

https://app.hyros.com/#/mh/sale-items


1- Login into Click Funnels and access the funnel you would like to track

2- Paste your WATCHER code into the header of your opt-in page OR any page that receives clicks from your ads. This will be your Clickfunnels landing page in most cases. You can get access to your scripts here (https://app.hyros.com/#/mh/sale-items)

3- Access the webinar you would like to track in your Everwebinar account.

4- Go to the integrations in this webinar.

5- Go to 3rd party integrations

6- Paste your WATCHER code under Registration form tracking

7- Paste your CATCHER code Post-registration Thank You page tracking

8- Register for your webinar and ensure your email appears in your Hyros account under REPORTING → Leads (https://app.hyros.com/#/mh/finance)

Ensure that you have done this for all the webinars you would like to track at this time and then move to step 3.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are the tracking scripts needed to complete this set up

https://app.hyros.com/#/mh/sale-items


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

1- Paste your WATCHER code into the header of your opt-in page OR any page that receives clicks from your ads. You can get access to your scripts here (https://app.hyros.com/#/mh/sale-items)

2- Log into your Everwebinar account and access the webinar you would like to track.

3- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste your WATCHER code under Registration form tracking

5- Paste your CATCHER code Post-registration Thank You page tracking

(Again you may access both scripts HERE under “tracking scripts”)

6- Register for your webinar and ensure your email appears in your Hyros account under REPORTING → Leads (https://app.hyros.com/#/mh/finance)

Ensure that you have done this for all the webinars you would like to track at this time and then move to step 3.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are the tracking scripts needed to complete this set up

Tracking your sales call conversions starts at the entry point of your funnel. If your funnel opt ins are in Click Funnels follow these steps

1- On every landing page that is linked to with ads place your WATCHER CODE in the header of the page.

To do this access the landing page whose visitors you want to track in Clickfunnels. Then go to SETTINGS in the top left hand corner. Then click TRACKING CODE from the drop down menu.

 

Next place the WATCHER code in the code input screen under the HEADER selection

2- On the thank you page of your opt place the CATCHER CODE in the header of the page. This is the page you redirect people to after booking a call.

To do this access the thank you page. This is the Clickfunnels page your opt ins/customer/leads will see immediately after they opt in. Then go to SETTINGS in the top left hand corner. Then click TRACKING CODE from the drop down menu.

Step 3: Setting Up Call Tracking Software

Step 3.1: Integrating Your Scheduling System

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

If you are using Calendy as your call scheduling software follow these simple steps

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

4. Once completed this will pass the email and phone number to your thank you page. Proceed to the next step (3.2 below) to complete call scheduling set up.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

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 do on every “event type” you would like to track.

 

Then proceed to step 3.2 below.

Follow the video and written steps below to integrate Acuity with HYROS


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

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

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

<script type=”text/javascript”>window.top.location = ‘yoururl.com?email=%email%’;</script>

4- Paste the CATCHER script below in the HEADER of your thank you page



This will complete your Acuity integration

Step 3.2 (REQUIRED): Receiving Events On Your Call Thank You/Confirmation Page

Sales Call Funnels On Clickfunnels Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

If you are call scheduling funnel is on and embedded in Clickfunnels follow the steps below.

Creating The Call Conversion In Click Funnels

1- Copy the Catcher Code below

2- With the catcher code copied log into Click Funnels and go to the funnel your scheduling forms are hosted on.

3- Find the thank you page that a lead is redirected to after booking a call

3- Place copied Catcher code you just copied in the header of this page under SETTINGS–>TRACKING CODE

You are now tracking the calls that your leads book. Next we need to track your booking pages where calls are booked.


Tracking Your Booking Pages

1- Copy the watcher code below

2- Return to Click Funnels and go to your sales call funnel

3- Paste the WATCHER script in the header area of every page where leads can book calls by editing the page then clicking SETTINGS –>TRACKING CODE and pasting the script in the header tab.

4- IF there is already a HYROS Catcher script on these pages place the WATCHER script underneath the CATCHER script

You have now completed the integration of your call scheduling. Next perform a quick test.

 

Testing Your Call Scheduling Tracking

1- Book a test call on one of the pages you placed tracking on

2- Wait two minutes and see if the call appears in your reports tab (https://app.hyros.com/#/mh/finance)

3- Click on email after it appears and confirm it has the $call tag

4- From the lead info screen click on the “Clicks” tab and see if the call booking page was tracked.

 

If the $call tag was applied and the call booking page was tracked proceed to STEP 4 below.

 

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

If you are call scheduling funnel is on and embedded in a landing page system OR an HTML page follow the steps below.

Creating The Call Conversion

1- Copy the Catcher Code below

2- With the catcher code copied access the page editor via your landing page system

3- Find the thank you page that a lead is redirected to after booking a call

4- Place the generated catcher code you just created in the header of this page under OR in between the <head> </head> on a HTML page.

 

You are now tracking the calls that your leads book. Next we need to track your booking pages where calls are booked.

 

Tracking Booking Pages

1- Copy the WATCHER script below

3- Return to your page editor software of HTML pages

4- Paste the WATCHER script in the header area or between the of every page where leads can book calls. This would be between the <head></head> tags on a HTML page.

5- IF there is already a HYROS CATCHER script on these pages place the WATCHER script underneath the CATCHER script

 

You have now completed the integration of your call scheduling. Next perform a quick test.

 

Testing Your Call Scheduling Tracking

1- Book a test call on one of the pages you placed tracking on

2- Wait two minutes and see if the call appears in your reports tab (https://app.hyros.com/#/mh/finance)

3- Click on email after it appears and confirm it has the $call tag

4- From the lead info screen click on the “Clicks” tab and see if the call booking page was tracked.

 

If the $call tag was applied and the call booking page was tracked proceed to STEP 4 below.

Step 4: Tracking Customer Payments

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 WATCHER 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. Hyros will track your phone reps and misattribute tracking. Ask your onboarding manager for clarification if needed.

Step 4.1: IF Your Team Manually Runs Customer Cards

Use this video to manually assign sales to a customer is your HYROS account. This works best for sales call based funnels with only a few high dollar sales a week. While being manual this makes tracking VERY easy



To ensure 100% tracking when applying sales ensure that you apply the sale to the BOOKING email. This is the email the customer booked their call under.

Remember : Sales will be assigned to the origin email of the email you assign the sale to. Here is more information on orgin emails.

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.

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 Clickfunnels checkout follow the directions below

1- Create a webhook using the CLICKFUNNELS INTEGRATION HERE

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

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

4- Scroll down and click Webhooks

5- Paste the webhook you copied into the webhook URL

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

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

8- You have now completed your Clickfunnels set up.

 

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

 

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

 

If you are using Thrivecart checkout follow the directions below

1- Create a webhook using the THRIVECART INTEGRATION HERE

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

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

5- Go to “API and Webhooks”

5- Click “Ad Another Webhook”

6- Paste the webhook you copied into the webhook URL

 

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

Kajabi video set up guide :

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

 

To connect Infusionsoft 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.

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

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

If you are using Clickfunnels checkout follow the directions below

1- Place your WATCHER 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 AD “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.

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 WATCHER script 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 WATCHER script in the input box and hit save.

This completes your Thrivecart Integration.

 

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

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

4- Go to “checkout settings”

5- Place the webhook you copied in 2 under “Purchase Webhook URL”

6- NEXT return to HYROS and go to TRACKING → TRACKING SCRIPT

7- Click “Get Script” under the WATCHER script. Copy the script that is generated.

8- Return to your Kajabi dashboard and make sure you are still under “checkout settings”

9- Scroll down to HEADER TRACKING CODE

10- Paste your WATCHER code in the input under HEADER TRACKING CODE

11- Hit save!

 

This will complete Kajabi checkout tracking

To connect Kartra checkouts to HYROS follow the video and written text below


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 down 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 ad an URL. Ad 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.

To connect Infusionsoft 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 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 WATCHER 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

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



This will complete the Infusionsoft checkout integration.

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

Step 5: Testing And Confirming Your Tracking

This video will walk you through testing and confirming your tracking set up.

Pre Test Checks

-Ensure you are integrated with the correct Facebook OR Adwords HERE

-Clear the lead data in your account by going to REPORTING->LEADS then select all leads and select delete.

 

PART 1 : CHECK ADS AND OPT IN

Step 1 : Create a preview link or test link from Facebook or Adwords

Step 2 : Click the link and opt into your funnel

 

PERFORM CHECK : To to REPORTING–>LEADS. Confirm that the email has entered the system and has a @TAG with the name of the adset or campaign.


IF the lead has entered the system with the correct @tag then proceed to PART 2


IF the email does not enter the system at all ensure you completed the landing page set up correctly in STEP 2.

-Check that your landing page/opt in has the WATCHER code in the header

-If NOT using everwebinar ensure that your catcher code is on the thank you page of the opt in

-If using Everwebinar ensure you have set up the correct webinar and the WATCHER script and CATCHER scripts are in the web form and thank you page integration areas

 


IF there was no @tag generated and attached to the lead ensure you completed your ad set up correctly in step

-Check that you are integrated

-Then check that your ads have the correct URL parameter.

-Then check that your pages are not redirecting

-Repeat PART 1

-Then contact your onboarding rep for help troubleshooting the issue.


 

PART 2 : CHECK CALL SCHEDULING FORMS

Step 1 : Proceed to your call booking page and create a test call with the same email you used to opt in.

PERFORM CHECK : To to REPORTING–>SALES. Confirm that the email has entered the system and has the $call tag you set up.

 

Next: click on the email of the lead. Check that you can see the full click history of the lead. This should include the opt in page and the booking page.


IF the lead has entered the system with the correct $call and has the correct click history then proceed to PART 3


IF the lead did not enter the system at all go back to STEP 3 : SETTING UP CALL TRACKING SOFTWARE and ensure you did the process correctly.

-Ensure that the WATCHER code is in the header of the booking page

-Ensure that your call scheduling system is passing the confirmation data in the URL

-Ensure that the call confirmation/thank you page has the catcher code created with the $call tag

-Ensure that under TRACKING → PRODUCTS that the CALL product has been created

-Repeat the PART 2

-If failure is not clear after repeating consulting with your onboarding rep


PART 3 : TEST A PAYMENT (Optional But Recommended)

Step 1 : Create a test payment via your process or checkout from the checkout your customers would use using the same email that you used to book a call.

 

PERFORM CHECK : To to REPORTING–>SALES. Confirm that the sale has been recorded in the system. You should see your booking email with a new $tag and valued added to it.


IF check the sale has entered the system then testing is complete. You have completed set up. Tag your onboarding manager to start data monitoring.


If no sale has entered the system STEP 4 : TRACKING PAYMENTS a ensure set up has been done correctly.

-If running cards manually : ensure your processor or checkout system has been integrated correctly.

If sending customers to checkout: make sure that the checkout has the WATCHER code is in the header of the checkout page. Then make sure the checkout has been integrated with Hyros.

If an error is found repeat PART 3.

If you cannot find an error consult your onboarding manager.

Once you’re done with the setup process, please reach out to your onboarding agent.