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!


Step 1: Setting Up Your Ads

Google 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}&h_ad_id={creative}

WARNING: If you add parameters at ad level google may reset the ad. It’s highly advisable to add parameters at ad group level as shown in this guide.

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

Example : {lpurl}?utm1&gc_id={campaignid}&h_ad_id={creative}

 

If you are doing Google Shopping refer to “1:48” in the video to see how to place tracking on Shopping ads.


WRITTEN GUIDE

To track your Adwords ads take the parameter below and paste it in the tracking template area of EVERY ad 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}&h_ad_id={creative}

 

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

Example : {lpurl}?utm1&gc_id={campaignid}&h_ad_id={creative}

 

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&h_ad_id=2637328

If the parameters are 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.

OPTIONAL STEP: Manually Importing Campaigns 

This is especially useful if you have any awareness campaigns where a call to action button isn’t present or traffic isn’t being sent to your landing page.

Normally, as soon as a click event is tracked from a campaign, it is automatically imported into Hyros along with the ad set costs and other relevant information. However, if there is no click event to be tracked, you will need to import the ad set manually into hyros in order to receive the costs from that ad set.

NOTE: This will NOT enable you to track view through conversions or associate any ads without a call to action button with purchases. It WILL allow you to track the costs associated with the Campaign.

To configure this, simply go to your Google integration, click configure and click “Import Campaigns” inside your general settings:

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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 parameters do 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”.

To help us troubleshoot, please also send us 2/3 ad preview links as shown in the video, along with a screenshare or screenshot displaying our parameters clearly attached in the tracking template column.

 

The automatic set up for google is almost identical to the Facebook automatic set up below.

STEP 1: Go HERE and integrate with Google. Login to Google to complete the integration.

STEP 2: Find the account you want to track in, then click “configure” and find the configure automatic tab:

STEP 3: Once your ads are loaded select them all by checking the high checkbox. Then hit confirm and then confirm once more.

This image has an empty alt attribute; its file name is auto2-1024x641.png

STEP 4: Confirm your tracking by creating a preview link following THIS GUIDE. 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?gc_id=7558136338&gclid=CjwKCAjwssD0BRBIEiwA-JP5rMKKcV6jD4NUm6qqO_BcKIv6ErEwnpVIZnlIi0J9QxzrX4w0a2yBehoC2zQQAvD_BwE

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


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 “%%gc_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 1 : Updating ads will reset the learning phase, may reset engagement, and will require Facebook to review and re-approve your ads. This should not dramatically effect ad performance. The ROI gained/saved from tracking ads will greatly outweigh and justify the re-learning.

Note 2: Although Facebook’s behaviour is unpredicatable, if you want to reduce the chances of social proof being reset, follow THIS GUIDE instead of the first step in the video, which covers adding the parameters. You will still need to follow this guide for the rest of the setup.

Note 3: This will NOT work for Messenger Ads, please follow the next drop down for more information.

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}}&h_ad_id={{ad.id}}
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Written Guide

Step 1 : Place the HYROS URL parameters in the tracking area of EVERY ad in your ad account  (Seen at 0:25 in the video above)

HYROS URL TRACKING PARAMETER : fbc_id={{adset.id}}&h_ad_id={{ad.id}}

 

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 : fbc_id={{adset.id}}&h_ad_id={{ad.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&h_ad_id=47292743888&fbclid=IwAR2jyW1FyJL

WARNING : ENSURE you do not confuse FBC_ID (our HYROS parameter) with “FBCLID” (Facebooks automatic parameter)

If your final url is not showing either 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.

OPTIONAL STEPS:

1) Manually Importing Ad Sets 

This is especially useful if you have any awareness campaigns where a call to action button isn’t present or traffic isn’t being sent to your landing page.

Normally, as soon as a click event is tracked from an ad set, the ad set is automatically imported into Hyros along with the ad set costs and other relevant information. However, if there is no click event to be tracked, you will need to import the ad set manually into hyros in order to receive the costs from that ad set.

NOTE: This will NOT enable you to track view through conversions or associate any ads without a call to action button with purchases. It WILL allow you to track the costs associated with the ad set.

To configure this, simply go to your Facebook integration and click “Import Ad Sets”:

This image has an empty alt attribute; its file name is Import-ad-sets-1024x611.png

2) Blacklisting Ad Accounts

By default you will be able to view all ad accounts that the facebook account you have integrated with has access to inside your integration. We will not take any data from the ad accounts unless tracking is set up or ad sets are manually imported.

However if you have non disclosure agreements or want to keep ad account names private for any reason, you also have the option to blacklist or block ad accounts from being seen inside the integration here:

If you want to use the ad account again inside hyros, the only way to unblock the account will be to re-integrate with Facebook.

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”.

To help us troubleshoot, please also send us 2/3 ad preview links as shown in the video, along with a screenshare or screenshot displaying our parameters clearly attached in the URL parameters column.

If you are running Messenger ads, please contact the onboarding team.

Step 2: Tracking The Lead Or Opt-In

Notes: On most occasions, the tracking scripts may be placed in your Google tag manager without issue. However, for the most accurate tracking, we recommend adding the scripts directly inside the header of each page.

It is optimal to place the scripts at the VERY top of your load order.

Call Funnel Tracking Set Up Guide

To track your call funnel simply paste the code below on in the HEADER of every page involved in your call funnel.


In Order For Tracking To Work

Ensure that tracking is in the header of the following pages
-Opt in page
-Opt in thank you page
-Any video pages
-Call booking pages
-Call booking thank you pages

NEXT RUN THIS TEST

Opt in your funnel and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code on your opt in and thank you pages.

If the email enters the system move to step 3. If it does not use the trouble shooting guide below.


OPT In Trouble Shooting Guide

First ensure your UNIVERSAL code is on the opt in page and thank you page.

IF the lead will still not enter the system contact your onboarding rep on Facebook OR use support in the lower left hand corner. Say “My opt in is not sending in leads” AND tell them what system the opt in is using (Clickfunnels, Lead Pages, Infusionsoft etc).

Everwebinar Default Pages Video Set Up Guide

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

1- Access the webinar you would like to track inside of Everwebinar.

2- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste the UNIVERSAL SCRIPT under Registration page tracking ,Registration form tracking and Post-registration Thank You page tracking.

 

5 – HYROS will automatically detect that you are using Everwebinar based on your thank you page.

Set up is now complete.

 

NEXT RUN THIS TEST

Register for your webinar and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code correctly in Everwebinar.

If the email enters the system move to step 3.

If it still fails recheck the steps above. If the problem is not clear contact your onboarding rep or use support in the lower right hand corner.

Provide your funnel landing page and everwebinar login credentials and say “HYROS is not receiving my everwebinar opt ins.

Everwebinar + Clickfunnels Video Set Up Guide

Written Guide
If you are using the Everwebinars embedded button with Clickfunnels landing pages use these steps to track the source of the leads entering your webinars.

1- Access the webinar you would like to track inside of Everwebinar.

2- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste the UNIVERSAL SCRIPT under Registration page tracking ,Registration form tracking and Post-registration Thank You page tracking.

 

5 – Next place the universal code you copied in the header of your Clickfunnels funnel that holds the webinar opt in.

6 – HYROS will automatically detect that you are using Everwebinar based on your thank you page.

Set up is now complete.

 

NEXT RUN THIS TEST

Register for your webinar and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code correctly in Everwebinar.

If the email enters the system move to step 3.

If it still fails recheck the steps above. If the problem is not clear contact your onboarding rep or use support in the lower right hand corner.

Provide your funnel landing page and Everwebinar login credentials and say “HYROS is not receiving my everwebinar opt ins.

Everwebinar + Other System Or HTML Video Set Up Guide

Written Guide
If you are using the Everwebinars embedded button with other systems or html landing pages use these steps to track the source of the leads entering your webinars.

1- Access the webinar you would like to track inside of Everwebinar.

2- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste the UNIVERSAL SCRIPT under Registration page tracking ,Registration form tracking and Post-registration Thank You page tracking.

 

5 – Next place the universal code you copied in the header of the landing page that holds the webinar opt in.

6 – HYROS will automatically detect that you are using Everwebinar based on your thank you page.

Set up is now complete.

 

NEXT RUN THIS TEST

Register for your webinar and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code correctly in Everwebinar.

If the email enters the system move to step 3.

If it still fails recheck the steps above. If the problem is not clear contact your onboarding rep or use support in the lower right hand corner.

Provide your funnel landing page and Everwebinar login credentials and say “HYROS is not receiving my everwebinar opt ins.

Call Funnel Tracking Set Up Guide

To track your Leadpages opt in, first simply copy the code below:

Then paste it on in the HEADER of every page involved in your call funnel in lead pages.

To do this, when editing a page in lead pages go to the settings area and then ad the code (available below) in the “header section tracking code” area:

 

 

If you have a pop up-opt in or any opt in that is an Iframe on the same page, you will need to take one more step to add the script on the opt in:

In your page editor, select “edit pop-up”

 

Then inside the settings tab, past the universal script as shown below:


In Order For Tracking To Work

Ensure that tracking is in the header of the following pages
-Opt in page
-Opt in pop ups/Iframes
-Opt in thank you page
-Any video pages
-Call booking pages
-Call booking thank you pages

NEXT RUN THIS TEST

Opt in your funnel and ensure your email appears in your Hyros account under REPORTING → LEADS

If the lead does not appear after 3 minutes confirm you have placed the Universal code on your opt in and thank you pages.

If the email enters the system move to step 3. If it does not use the trouble shooting guide below.


OPT In Trouble Shooting Guide

First ensure your UNIVERSAL code is on the opt in page and thank you page.

IF the lead will still not enter the system contact your onboarding rep on Facebook OR use support in the lower left hand corner. Say “My opt in is not sending in leads” AND tell them what system the opt in is using (Clickfunnels, Lead Pages, Infusionsoft etc).

If you wish to track the email that is entered into the Typeform, simply follow these steps:

Step 1

1. Select the Typeform you would like to track.

2. Click the settings icon.

3. Ensure “Redirect on completion” is turned on.

4. Add “?email=” to the end of the redirect URL, then click the “+” to add the email as shown below:

If there are other parameters before it then it should begin with an & symbol instead. For example:

www.thankyoupage.com?utm_source=typeform&email={email}.

5. Click “Publish”.

Step 2

Ensure that the redirect page is tracked correctly, with the following universal tracking script attached:

Step 3

Run a test by filling out the typeform as a customer would. You should see the email contained clearly in the URL once you have finished. It should look something like this:

www.thankyoupage.com?email=exampleuser@hyros.com

IF you don’t see the email clearly in the URL, please make sure that the redirect URL inside Typeform matches EXACTLY with the actual URL that the user lands on.

If this still doesn’t work, please reach out to the onboarding team or in-app support.

To track the email inputted inside jotform, just follow these steps:

  1. Log in to Jotform and find the form you want to track.
  2. Go to Settings.
  3. Select “Thank You Page” in the navigation bar.
  4. Click “Redirect to external link”.
  5. Input your thank you page URL where you want to send the user after they complete the form.
  6. Make sure you have included the parameter ?email={email} at the end of the URL.

NOTE 1: If the email field in your form is named differently, then you will need to change the parameter. For example, if the email field on your form is named “examplefield”, then add “?email={examplefield}” instead.

NOTE 2: If you have more than one parameter, ONLY the first parameter should begin with a “?”, the rest should begin with “&”. For example, “www.thankyoupage.com?utm_source=example&email={email}”.

7. Finally, make sure your thank you page is tracked by adding the UNIVERSAL tracking script in the header code:

That should conclude the set up, to confirm tracking please complete the form and you should see your email clearly in the thank you page URL, which should also be tracked inside hyros. The URL should look something like this:

www.thankyoupage.com?email=example@user.com

If you do not see this, or the email is not present inside hyros. Please contact the support team.

If you are using the GoHighLevel Funnel builder then tracking your funnel pages should be easy. First, copy the universal script below:

Then inside of GoHighLevel go to your funnels and select the funnel you would like to track. Inside the funnel settings, paste the universal script as shown:

Do this for all of your funnels inside GoHighLevel

If you run a test opt in, you should then see a lead come inside your hyros account HERE. If you see then then please proceed to step 3.

Step 3: Setting Up Call Tracking Software

First, please ensure that you have placed the Universal code (seen in previous step) on your call booking and call thank you pages.



Calendly Video Set Up Guide

WARNING : Calendly forms MUST have the “phone number” submission form active to work with HYROS.

Written Guide
If you are using Calendly as your call scheduling software follow these simple steps

  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 = 'https://yoururl.com?email=%email%';
</script>

BE SURE TO REPLACE THE yoururls.com with your actual thank you page URL.

Here is what you should see inside Acuity:

This image has an empty alt attribute; its file name is Adding-the-code-inside-acuity-1024x608.png

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



5- Finally, you need to add a url rule by clicking HERE. Click add new URL rule and follow these steps to create the rule:

This image has an empty alt attribute; its file name is Url-rule-1024x582.png

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.

First, either create a new calendar or edit one by going to settings -> calendar as shown below:

When editing your calendar, go to confirmation settings and then scroll down.

Under the “form submissions” you must select “form submit redirect URL”. This will NOT work if you do not redirect the user upon submission.

Then insert your thank you page URL, and copy the following parameter and paste it at the end:

?phone={{contact.phone}}&email={{contact.email}}

See an example below:

Lastly, when embedding your form, we suggest that it is embedded on your tracked funnel page as a calendar and not an iframe. This is not mandatory to track the call but is recommended:

Step 3 – Run a Test Call

Simply go through your funnel as if you were a user. Upon booking a call and being sent to the thank you page, you should see the phone number and email inside the URL. It should look something like this:

www.yourthankyoupage.com?phone=123456789&email=john@doe.com

After a few minutes, you should also see the call listed with the email inside the calls tab in your hyros account.

If you do not see this, please contact the support team for further assistance. Otherwise move on to step 4.

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. 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 4.1: IF Your Team Manually Runs Customer Cards

This is the easiest way of tracking calls accurately. Especially if your reps are manually processing the payments.

To access the forms and manage any sales or subscriptions created by them, simply go to reporting -> phone closing as shown below:

To create a new form to send to your sales agents, click “new form” in the top right corner.

This will give you a form specific to your account, simply copy the url and give that url to your sales team. They can access this url without logging in. Anytime they close, they just input the details as shown below and the sale will be matched with the correct lead inside hyros:

Recurring Purchases

If you would like to charge the user a recurring subscription, then please note:

Rebill time period: how often the sale will be created. If Month is selected, and number 1 is entered, the rebills will be generated every 1 month

Number of rebills: How many rebills will be charged. The first charge does not count as a rebill.

So for example, if you want to charge the customer every month for 12 months, you should select the following:

Rebill time period = 1 Month

Number of Rebills = 11

This should conclude the set up. If you want to automate sales tracking please use the options below to integrate with the correct sales processor/checkout system, otherwise proceed to step 5.

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.

NOTE: Please only use a single webhook. If you have more than one funnel you are tracking, you should use the same webhook for both.

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

 

Video Guide:

Step 1 – 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 2 – 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 3 – Product creation

  1. 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

  1. 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.

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.

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:

  1. API Login ID
  2. 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:

At this stage you have plugged into Authorize.net. If you have plugged it into a checkout system where you run the customers card ensure that no tracking is on this page or the system will track your reps and not the customer.

When your sales team runs a customer card make 100% sure to run the card with the email of the BOOKED call and phone number.

We line up the conversions with the booked call email and phone number. If your team uses different emails or no phone numbers conversions not be tracked.

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 your onboarding rep or in-app support.

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.

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.

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 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.

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- 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 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.

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

  1. 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

  1. 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.

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.

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 onboarding team 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.

Hyros does not connect to kartra at this time, if you would like us to, please write Kartra a support ticket and ask them to provide an 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 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

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



This will complete the Infusionsoft checkout integration.

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 earlier 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 ad on.

Set this up on ALL of your checkouts that you wish to track.

Step 3 : Then set up the HYROS PAYPAL EMAIL ad on.

Place the code generated inside of CF Pro on the thank you you page of your checkout out (or the first upsale/page the use sees).

Step 4 : Paste your Universal code (found below) on the checkout AND thank you pages of your funnel ABOVE the CF Pro HYROS code.

Step 5 : Once this is set up integrate with your payment processor and Paypal in your integration area HERE.

Funnilish 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

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:

  1. API Login ID
  2. 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 your onboarding rep or in-app support.

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

At HYROS we have a Chrome extension that will automatically test your tracking set up for you and find errors (if there are any)

HSE makes it easy for you to test your ads, funnels and their tracking. The extension will pinpoint any errors in your set up and show you how to fix them. This eliminates the troubleshooting time of setting up tracking a TON

Follow the guide below to download and use HSE.

How To Download and Use Our Automated Testing Extension

 

You can download the extension here.

 

How To Use HSE (Written Guide)
To use HSE follow the steps below

1- Download the extension HERE

2- Once installed in your Chrome browser activate it in your toolbar by clicking the puzzle icon and then the pin Icon next to HSE

3- You will need your API key to proceed. Access your API key HERE in your HYROS dashboard

4- Click on HSE in your toolbar and enter in your API key.

5- Follow the prompts from HSE to test your tracking

NOTE: If HSE finds an error it will link you to an article that will show you how to fix the error!

Set Up Extension not working?

Please simply try clearing the browser’s cache and reloading the app. If that doesn’t work please contact your onboarding team or in-app support.

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

WARNING : If you launch any new ads make sure the parameters are always updated

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.

WARNING : ENSURE you do not confuse FBC_ID (our HYROS parameter) with “FBCLID” (Facebooks automatic parameter)

 

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 : Go 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