Fixing Broken Call Payments

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.

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!

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 : <p id=”hyros-email”>{{current_user.email}}</p>

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!