Shopify Integration
Use this guide to track your Shopify Store with Hyros using the Shopify “Pixel” feature. This will provide better tracking functionality and an easier setup.
Ensure Your Shopify Plan Meets Requirements
Before beginning the integration process, it’s crucial to ensure that your Shopify account is on the Shopify, Advanced or Plus plan. This requirement is due to the need to send identifying information (such as emails and phone numbers) to Hyros with each sale, which is NOT available on the Basic
plan.
Why is this important?
The Shopify plan and above provide enhanced API access, allowing for the transmission of essential customer data alongside sales information. This level of detail is necessary for Hyros to track your
sales accurately and provide the insights you need to optimize your store’s performance.
How to check your plan
Log into your Shopify admin, click on ‘Settings,’ and then ‘Plan and permissions.’ Here, you can see
your current plan and upgrade if necessary.
For a reference to all available Shopify plans and to choose the one that best fits your business
needs, visit Shopify Pricing.
Note: Once you have confirmed or upgraded to the appropriate Shopify plan, proceed with the integration steps outlined in this guide to set up your store with Hyros.
Step 1 – Integrate with Shopify to begin Receiving Sales
Use our integration HERE to integrate your store.
Your Store URL in the above configuration can be found here Settings->Domains.
Once integrated scroll down and toggle on add to cart tracking, then click “Get Configured tracking script” and copy the script.
Step 2 – Prepare and add the Hyros Universal Script
This needs to be done in 2 places:
1) Inside your Theme Code
Copy the script below:
Go into your Shopify account and place it on your Shopify pages by going to online store -> themes -> edit code -> theme.liquid and inserting the code between the “<head></head>” tags as shown in the screenshots:
Changing or Updating Themes may Over-ride the Script!
If you have any changes or updates to your theme in Shopify later please be sure to double check that the universal script is still present.
2) Inside the pixel or “customer events” settings
First we need to edit the Universal Script you used in the previous step to ensure it works correctly in the Shopify custom pixel. To do this follow the steps below:
Go to Tracking, click on Additional Scripts, and enable Shopify Script and Shopify Pixel Script. Finally, copy the Script.
Now you have your script, paste it inside your newly created custom pixel:
Inside your “Customer events settings, click “Add custom pixel” and add a name for that pixel (for example “Hyros”:
3) Enabling Email as Contact Method
Go to SETTINGS at the bottom of your Shopify dashboard left sidebar menu. Ensure that the Email field at checkout is enabled. If a user does not enter an email we won’t be able to track the sale.
Click SAVE in the top right hand corner.
This concludes the setup.
Note: If you have any of the following extra add-ons with Shopify please see the specific guide for that add-on to ensure tracking is setup correctly:
1 - Inside Shopify, go to Apps > Better Cart. Once inside, go to Settings, scroll down to Custom scripts and click the New Custom scripts button:
2 - A pop-up window will appear and you need to select All Pages, in the Name field give it a name such as Hyros, copy the normal Universal script below and paste it as explained in the image below. Once you're done hit the Create button.
Please use this script and NOT the one from the main Shopify setup:
This will complete your Shopify set up. Move to the next step in this set up document!
If you are using Intrecart with Shopify complete the Shopify set up in the step above and then alert your direct onboarding rep. We will complete the Intrecart set up for you.
1- Copy this universal script below (please do NOT use the one above from the main Shopify setup, this is a different script):
2 - Go to your pagefly pages and select a page:
3 - Click the custom code Icon on the bottom left, then paste our universal script inside the javascript section.
Please make sure to remove the 
tag at the beggining of the Universal Script as well as the at the 
tag at the end:
4 - Once you click save, please then save and publish the whole page on the top right. The changes will not take affect until you do this:
5 - Repeat this for all pages on Pagefly.
This concludes the setup, please move on to the next steps.
1 - copy this new universal script below (please do NOT use the one from the main Shopify setup):
2 - Inside Shopify, go to Apps > Recurring Billing by Recharge. Once inside, go to the checkout settings here:
3 - Scroll down and enable javascript on page 1 of the checkout, then paste the universal script:
If you do not see the option to enable javascript above: On some versions of Recharge this option is not available. In order to complete this step you must reach out to Recharge support to request that they enable this for you manually.
4 - Scroll down and do exactly the same for the thank you page.
Please take in mind that this does not work if you don't have a Recharge checkout page.
By default, we will be updating the shopify order to include upsell/recurring payments via Recharge and other ad ons such as zipify, so you won't need to do anything. If you are experiences issues with upsell payments please reach out to the support team.
This will complete your Shopify set up. Move to the next step in this set up document!
Please be aware that this guide specifically covers the add-on from RevenueHunt.
Other similar add-ons may be tracked differently, so please reach out to the support team if you are using any other quiz add-on.
If you are using the add-on from Revenue Hunt, first please make sure you are tracking your Shopify Store as advised the main Shopify Guide above this one.
Then copy the universal script here:
Last, go to the Product Recommendation Quiz add-on, select the quiz you want to track and click "edit". In the page builder section, find the question that asks the lead to enter their email and select the edit settings Icon.
Click Add Custom Javascript and paste the script, WITHOUT the "" tags at either end of the code, here as shown:
Then click publish.
Now Hyros should be able to track any email entered in that quiz.
You can move on to the next steps.
If for some reason you can not complete any of the below steps, you will still be tracking Paypal sales by default, but please keep in mind that when a lead purchases with a unique Paypal email that has not been tracked by Hyros on a previous page, we will not be able to track the sale back to the correct ad or origin email.
This means we can not guarantee 100% tracking accuracy for Paypal sales in these cases, because we rely on the PayPal email matching exactly with a previously tracked email. The steps below are intended to resolve this issue.
1. Enable auto return
PayPal allows configuring the URL where the user will be redirected once finished the checkout.
Account Settings >> Website payments >> Website preferences
2. Enable payment data transfer
Enable this setting so Paypal sends the transaction data to the return URL set in the previous step. This will include the transaction id, which we will use to track the sale back to the correct lead.
You can enable it here:
3. Use the correct payment buttons
Take in mind that this tracking method will ONLY work when you are using these buttons for Paypal payments, any other buttons will not work:
Once this is done, PayPal will send the transaction ID (labelled “tx” in the URL as shown in the screenshot below) to the thank you page.
Our tracking script will grab this tx and associate it with the click, so that when we receive the PayPal sale we can use this information to track the sale back to the correct lead in the case that the PayPal email is not the same as an email that we previously tracked in their journey, despite the fact we can not track the PayPal checkout page.
This concludes the setup.
If some or all of your pages are on Zipify pages, follow the steps here to add the universal script to them.
First, copy the universal tracking script below:
Then inside your Zipify Pages account go to "settings" and "global scripts", Click "add new" and to add the script on each section you have available:
Adjust the script as shown below:
This concludes the set-up, please also ensure your Shopify store is also tracked following THIS GUIDE.
Optional Steps:
We understand every business is unique and because of that we want you to have full control regarding the particular step of the process in which we are going to count your sales, to take advantge of this feature please go to your Shopify Integration from Hyros > Settings > Integrations and click on configure below Shopify, then click on the Edit icon:
Then scroll down to the Events to be processed as Sales section and select the event status Hyros should consider a Sale from now on, (options available are Order Created, Order Paid, Order Fulfilled), after that please click on the Update State button to confirm the changes.
In some cases we will handle more than one Shopify Store and it is possible we have the same product(s) in several or all of them, this is not a problem from the tracking point of view, however, we need to make sure the products coming from different stores are labeled appropriately.
If we get products with the same name Hyros is not going to recognize if they are coming from different stores by default and in the case we had a product named "ExampleProduct" then all events with that label would be grouped under the same category which would be innacurate since they are not coming from the same store.
Please go to Hyros > Settings > Integrations, click on Configure below Shopify and then click on the Edit button:
Then please scroll down and enable the Include Store Name feature from the Toggle:
After this feature has been enabled our products will get the Shopify Store's name added to the label we recognize them with, which means that instead of getting an event with the label "ExampleProduct" we would get something similar to "ShopifyStore1-ExampleProduct", "ShopifyStore2-ExampleProduct", "ShopifyStore3-ExampleProduct", etc. This will group the events in separate categories depending on which store they came from and with this provide accurate data in our reports.
There are certain scenarios in which we may want to filter our events depending on the channel they were generated from, because of this Hyros allows us to filter the channel(s) to be taken into account when configuring your Shopify Integration.
Go to Settings > Integrations and click on Configure below Shopify, then click on the Edit icon. Scroll down to Sales Channel Filters to activate this feature, it may be required to provide Hyros additional access and permits from Shopify, the instructions to do this are shown in the feature activation screen after clicking on the Show me how button:
After following the steps and providing extra access we just need to click on the Check Again button.
When the access level is verified this the feature will be active and from it we are able to select which channel(s) the integration will be tracking, to complete the process click on Save Changes at the bottom of the screen.
Yes, you can import previous data into Hyros from before you signed up Hyros. You can import data up to 365 days old. To upload the data you need go inside the Shopify integration and click Import old sales.
Why import old sales ?
Although you can import previous sales into Hyros, please note that you will NOT be able to see the source of these sales as we did not have any tracking setup added to your business at the time these sales occurred.
While we cannot see the source of these type of events, one benefit of importing old sales into Hyros may be the use of LTV for a segment. This will help you see the average value of your leads over a period of time. For more details follow the LTV for a Segment documentation
In rare situations, you may have inflated number of leads that were not leads prospecting your business. This type of leads you don't recognize may come from instances when you update a contact in Shopify or perhaps after sending an email from Shopify. In either of these cases, where we see inflated leads, we can block them from processing by just going to your Shopify integration inside your Hyros account here and you need to Turn OFF Process Lead Events.
