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!

Optional Training (Learn How Tracking Works)

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.


Step 1: Setting Up Your Ads

Google Ads Ads Video Set Up Guide

NOTE : When connecting HYROS to Google Ads do NOT connect with the MCC or manager account. Connect with an Google account that is directly connected to the Google Ads account you would like to track as an admin.

HYROS Google Ads URL Parameter : {lpurl}?gc_id={campaignId}
If you are doing Google Shopping refer to “1:56” in the video to see how to place tracking on Shopping ads.

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WRITTEN GUIDE

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

If you are doing Google Shopping refer to “1:56” in the video to see how to place tracking on Shopping ads.

HYROS Google Ads 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

If the parameter is not in the final URL OR is messy use the troubleshooting guide below.

 

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.

 

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Google Trouble Shooting

IF your final url does not show the parameter at all make sure you are not using a redirect like bit.ly.

IF your final url shows the parameter in a messy way such as “%%fbc_id%=214234” make sure you did not put a “?” before the parameter AND if you added it to existing UTM make sure you placed “&” before it.

IF the parameter will not show after the steps above contact your onboarding rep on Facebook OR use support via the live chat in the lower right hand corner of this page and say “My Google ad URL parameters are not working”

 

Facebook Ads Video Set Up Guide

Note : Updating ads will reset the learning phase. This should not dramatically effect ad performance. The ROI gained/saved from tracking ads will greatly outweigh and justify the re-learning.

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.

HYROS Facebook URL Parameter : fbc_id={{adset.id}}
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Written Guide
Step 1 : Place this URL parameter in the tracking area of EVERY ad in your ad account : fbc_id={{adset.id}}. (Seen at 0:25 in the video above)

This will place tracking on ALL links, even those in the content of the ad when clicked.

IF you already have UTMs or parameters in your tracking area ad our url parameter with an “&” sign.

Example : utm1&fbc_id={{adset.id}}

 

Step 2 : 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

If your final url is not showing the parameter or is messy use the trouble shooting guide below.

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

THEN move to step 2.

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Facebook Trouble Shooting

IF your final url does not show the parameter at all make sure you are not using a redirect like bit.ly.

IF your final url show the parameter in a messy way such as “%%fbc_id%=214234” make sure you did not put a “?” before the parameter AND if you added it to existing UTM make sure you placed “&” before it.

IF the parameter will not show after the steps above contact your onboarding rep on Facebook OR use support via the live chat in the lower right hand corner of this page and say “My Facebook ad URL parameters are not working”

Step 2: Tracking The Lead Or Opt-In

Note : All tracking scripts may be placed in your Google tag manager. However it is optimal to put them 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.

Step 3: Setting Up Call Tracking Software

Step 3.1: Integrating Your Scheduling System

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 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.

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. 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.

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Trouble Shooting Calendly

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

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

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

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

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

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

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

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


Schedule Once Video Set Up Guide

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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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Trouble Shooting Schedule Once

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

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

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

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

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

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

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

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

 

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

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

 

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

 

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

 

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

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

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

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

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.

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


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

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

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

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

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



This will complete the Acuity set up.

NEXT RUN THIS TEST
1. Opt into your call funnel

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

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

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

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

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

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

Step 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.

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

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

 

Thrive Cart Manual Checkouts

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

If you are using Thrivecart checkout follow the directions below

1- Create a webhook using the THRIVECART INTEGRATION HERE

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

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

5- Go to “API and Webhooks”

5- Click “Ad Another Webhook”

6- Paste the webhook you copied into the webhook URL

 

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

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

 

Infusionsoft Manual Checkout Guide

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

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)

Clickfunnels With Stripe ONLY Video Guide

Here is the code need for this integration

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

2- Integrate with Stripe HERE

This will complete set up.

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

Then check your reporting area HERE

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

If there is no sale check your Stripe integration.

2- Under IP you should see an IP address.

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

IF you see both, move to the next step.

Kajabi With Stripe ONLY Set Up Guide

Here is the code need for this integration

Written Guide
1- Copy the UNIVERSAL code above

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

3- Form site setting go to Checkout setting.

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

5- Integrate with Stripe HERE

This will complete set up.

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

Then check your reporting area HERE

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

If there is no sale check your Stripe integration.

2- Under IP you should see an IP address.

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

IF you see both, move to the next step.

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.

Clickfunnels With Paypal 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 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.

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.

Thrivecart With Paypal Video Set Up Guide

Here is the script you will need for this set up

If you are using Thrivecart checkout follow the directions below

1- Create a webhook using the THRIVECART INTEGRATION HERE

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

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

5- Go to “API and Webhooks”

5- Click “Ad Another Webhook”

6- Paste the webhook you copied into the webhook URL

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

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

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

10- When in the product screen go to CHECKOUTS

11- After clicking CHECKOUTS go to tracking

12- Activate custom tracking

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

This completes your Thrivecart Integration.

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

Then check your reporting area HERE

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

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

2- Under IP you should see an IP address.

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

IF you see both, move to the next step.

Kajabi Checkout With Paypal 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

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 teachable follow the video and written text below



Here is the script needed to complete this setup

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

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

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

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

5- Set the webhook to fire on a NEW TRANSACTION

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

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

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 the code area



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.

Samcart Video Set Up Guide

Here is the code you will need for this set up

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

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

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

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

    This will complete Samcart Set Up

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

    Then check your reporting area HERE

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

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

    2- Under IP you should see an IP address.

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

    IF you see both, move to the next step.

Pay Kickstart Video Set Up Guide

Here is the code you will need for this set up

Written Set Up Guide
1- Go inside of Pay Kickstart Integrations

2- Under autoresponder complete the integration with Market Hero. Your API key can be found under your HYROS profile under settings HERE

3- Next copy the Universal code above and paste it on the page your Pay Kickstart forms are embedded on

3.1- IF you are using Pay Kickstart for your checkout pages then go back to Campaigns and select the product you wish to track.

Then go down to CHECKOUT PAGE. Place the UNIVERSAL script under ADD CUSTOM CSS/TRACKING SCRIPTS

This will complete the integration.

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

If there is no sale check that you did not set up the Pay Kickstart integration right. Double check it.

2- Under IP you should see an IP address.

If there is no confirm that you placed the UNIVERSAL code in the header of your checkout page if your using embedded forms.

If your using Pay Kickstart pages, check that you added the UNIVERSAL code in the CUSTOM CSS/TRACKING code area.

IF you see both, move to the next step.

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

Perform this test to confirm tracking has been set up correctly.

 

Video Guide (Use this with the time stamps in the written guide below.)

Written Guide With Video Time Stamps

Pre Test Checks (00:08)

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

PART 1 : CHECK ADS AND OPT IN

Step 1 : (00:48) : Ensure your HYROS URL PARAMETER is on every ad in your Facebook Ad manager

Step 2 : (02:03) : Create a preview link or test link from Facebook

Step 2.1 : (03:53)IF USING Google Ads repeat this process

Step 3 : (05:52) Ensure links are correctly displaying in the URL of your opt ins and then opt in for your event.

 

PERFORM CHECK : Go 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 UNIVERSAL code in the header

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

-If using Everwebinar ensure you have set up the correct webinar and the UNIVERSAL code is 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 1.

-Check that you are integrated with the right Adwords/Facebook account.

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

-Then check that your pages are not redirecting

-Repeat PART 1 if you find an error.

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


 

PART 2 : CHECK CALL SCHEDULING FORMS (08:33)

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

PERFORM CHECK (09:08) : Go 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 under “clicks” 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 UNIVERSAL 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 UNIVERSAL code on it

-Ensure that you created the $call rule

-Repeat the PART 2 if an error is found.

-If the error is not clear tag your onboarding manager.


PART 3 : TEST A PAYMENT (10:50)

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 the sale has entered the system under SALES 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 and 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 UNIVERSAL 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 do the following

  1. If you have a onboarding manager message them on Facebook and ask them to test your funnel
  2. Learn how to use HYROS by taking this PRODUCT TOUR