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 activating AI pixel training should wait till this guide is complete AND your onboarding rep has confirmed your tracking accuracy!

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Step 1: Setting up your Custom Tracking Domain

Step 2: Setting Up Your Ads

Misc Ad Platforms

Please see below for a list of all other ad platforms that we do NOT have a direct integration with yet. We can still track these using manual source UTM parameters:

Step 3: Tracking Your Email and Organic Sources

Step 4: Tracking The Lead Or Opt-In

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 unforseen 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.

Step 5: Setting Up Call Tracking Software

Step 6: Tracking Customer Payments

How HYROS Matches Customer Payments To Their Source (IMPORTANT)

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 6.1: IF Your Team Manually Runs Customer Cards

Step 6.2: If Your Customer Self-Checks Out (The Customer Enters In Credit Card Details and Completes Checkout From Their Device)

Step 7: Setting up your currency and timezone

Step 8: Testing And Confirming Your Tracking

What I should do next?
Now that you’ve completed your setup, we’re ready to learn how to read and start scaling up your business. Follow this link to get started!