HYROS Docs Initial Set Up Standard Funnel Set Up

Standard Funnel Set Up

VIP SET UP GUIDE

This document will guide you through setting up a standard funnel.

The best way to use this document is to complete the steps in the order they are given and then perform the test at the end.

If you need any help tag your onboarding manager. We are always here to help!

Step 1: Setting up your Custom Tracking Domain

Step 1 – Configuring your Tracking Domain in Hyros

Step 2 – Setting up your CNAME in your DNS Provider

Step 3 – Verifying the CNAME Record

Step 4 – Using your Custom Tracking Script

Step 2 : Setting Up Your Ads

Bing

Facebook Ads

Google Ads

Google AUTOMATIC Setup

Linked-In

Pinterest

Reddit

Snapchat

TikTok

Twitter

Misc Ad Platforms

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

AdRoll

Taboola

MGID

Don’t see your ad source?

Step 3 : Setting Up Your Email and Organic Traffic

Tracking Specific Organic Links or Pages

Tracking Email Traffic

Tracking Other Random Sources Using URL Rules

Step 4 : Setting Up The Funnel

Notes: Although Google Tag Manager may work, it is more likely to be blacklisted by anti-tracking browsers etc, and as it is a third party script it may incur other additional unforeseen errors with tracking. Therefore for the most accurate tracking, we recommend adding the scripts directly inside the header of each page.

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

Tracking Your Entire Funnel

Unbounce

Uscreen

Kajabi Site Pages

Step 5 : Tracking Customer Payments

How HYROS Matches Customer Payments To Their Source (IMPORTANT)

How HYROS Payment Tracking Works

Choose Your Checkout System

IMPORTANT : Do not integrate a checkout system AND a processor. It will cause the checkout system to send in a sale and then cause the processor to send in the same sale causing DUPLICATE sales. Integrate only a checkout or ONLY a processor, not both.

Authorize.net

BEST Clickfunnels Tracking Set Up (CF Pro Tools)

Clickfunnel With Stripe ONLY (No Paypal)

Clickfunnels With Paypal and Other Processors

Clickfunnels 2.0 with Stripe ONLY (no Paypal)

Clickfunnels 2.0 with Paypal and other processors

Funnelish for Clickfunnels

Hubspot

Kajabi With Stripe ONLY (No Paypal)

Kajabi Checkout with Paypal and Other Processors

Kartra Checkout

NMI

Samcart Checkout

Teachable Checkout Form

Thrivecart With Stripe ONLY (NO PAYPAL)

Thrivecart With Paypal and Other Processors

Do Not See Your System?

Step 6 : Setting up your currency and timezone

Currency Conversions

Timezone

Step 7 : Testing And Confirming Your Tracking

Test Your Tracking (NEW AND AUTOMATED USE THIS!!)

Testing your Opt in Funnel (OLD, Use Automated Above If Possible)

Testing Your Funnel – IF Your Initial Landing Page Has A Checkout Form (OLD, Use Automated Above If Possible)

Testing Your Funnel – IF Your Initial Landing Page is a Sales Page Only with NO Checkout form (OLD, Use Automated Above If Possible)

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