Webinar 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. After set up you may access training on advanced usage and strategies to improve ad ROI with Hyros under.

We suggest you get all these basic step 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 have confirmed your tracking accuracy!

Let’s get started!

Watch These Two Videos First

To use this set up doc simple follow the steps below while selecting the systems you are using.

For example if you have Facebook ads going to a webinar that is in Clickfunnels with a Kajabi checkout out go to :

 

Step 1 :

>Facebook Ads

 

Step 2 :

>Webinar In Clickfunnels

 

Step 3 :

>Kajabi Checkout

 

This is demonstrated in the video above

 

How HYROS Webinar Tracking Works (Optional BUT Good To Know)

When tracking a webinar HYROS tracking works by first identifying which ad an webinar registration comes from.

 

When an ad on Facebook or Adwords is clicked it passes data to your landing page. Our WATCHER code then receives that data and creates a profile for the visitor based on 5 levels of tracking. The profile then has the ad click attached to it.

 

When the user then registers for the event an email is added to the profile. If they do not opt in BUT are seen again in the future more information is added to the profile so that when they do register they will have all former ad clicks.

 

After the initial opt in HYROS will watch visitors going to your checkout pages via the WATCHER script in the header of the checkout page. When a visitor lands that has matches from a profile seen before HYROS will recognize the user. If the user then checkouts out HYROS will ad the sale and sale amount to the user profile.

 

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.

Think setting up tracking might be tough or techy? It’s not. Watch me set up an entire webinar funnel in less than 2 minutes FLAT in real time.

 

WARNING : This is not an instruction video, do not attempt to complete your set up based on this video alone. It is purely to show how quickly and easily set up can be ONCE you understand the steps below.

 


Your Tracking Scripts That Will Be Mentioned Many Time Through Out Set Up Can Be Found Via The Link Below. (Under TRACKING->TRACKING SCRIPTS)

https://app.hyros.com/#/mh/sale-items


Step 1 : Setting Up Your Ads

Google Ads Sales Call Funnel Video Set Up

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

 

Copy The Following URL Parameter : {lpurl}?gc_id={campaignId}

NEXT : Create a test link like in the video above at (1:23). Click the link and ensure that your link has our tracking parameter and the campaign ID in the link. The URL parameter should appear cleanly EXACTLY like in the example link below

https://alexbecker.org/bp?gc_id=7558136338

 

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.

 

 

Warning : If your ads have redirects or bitly links tracking parameters will be dropped. To ensure that your tracking works correctly generate an ad preview can click the ad. Then confirm our tracking parameter in the url (1:23 in the video)

 

Facebook Ads Set Up Guide

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.

Copy The Following URL Parameter : fbc_id={{adset.id}}

 

NEXT : Create a preview link like in the video above at (1:43). Click the link and ensure that your link has our tracking parameter and the campaign ID in the link. It should appear cleanly in the URL.

The url below is an example of a clean parameter. It should appear exactly like it does below.

https://ironstrategy.net/opt-in-weekly35478108?fbc_id=23844223764970489&fbclid=IwAR2jyW1FyJL

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

 

Warning : If your ads have redirects or bitly links tracking parameters will be dropped. To ensure that your tracking works correctly generate an ad preview can click the ad. Then confirm our tracking parameter in the url (3:15 in the video)

Step 2 : Tracking Webinar Registrations

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are your tracking scripts you will need for this set up.

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 your WATCHER script under Registration page tracking AND Registration form tracking.

REMEMBER : Your scripts are above.

5- Paste your CATCHER script with !optin as the tag on your Post-registration Thank You page tracking

(Again you may access both scripts HERE under “tracking scripts”)

6- Register for your webinar and ensure your email appears in your Hyros account under REPORTING → Leads (https://app.hyros.com/#/mh/finance)

Ensure that you have done this for all the webinars you would like to track at this time and then move to step 3.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are your tracking scripts you will need for this set up.

If your Everwebinar opt in is embedded on Clickfunnels pages use these steps.

1- Login into Click Funnels and access the funnel you would like to track

2- Paste your WATCHER code (above) into the header of your opt-in page OR any page that receives clicks from your ads. This will be your Clickfunnels landing page in most cases. Remember these codes are above.

3- Access the webinar you would like to track in your Everwebinar account.

4- Go to the integrations in this webinar.

5- Go to 3rd party integrations

6- Paste your WATCHER code under Registration form tracking

7- Paste your CATCHER code with !optin as the tag on your Post-registration Thank You page tracking

8- Register for your webinar and ensure your email appears in your Hyros account under REPORTING → Leads (https://app.hyros.com/#/mh/finance)

Ensure that you have done this for all the webinars you would like to track at this time and then move to step 3.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are your tracking scripts you will need for this set up.

https://app.hyros.com/#/mh/sale-items


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

1- Paste your WATCHER code into the header of your opt-in page OR any page that receives clicks from your ads. REMEMBER, your scripts are above.

2- Log into your Everwebinar account and access the webinar you would like to track.

3- Go to the integrations in this webinar.

3- Go to 3rd party integrations

4- Paste your WATCHER code under Registration form tracking

5- Paste your CATCHER code with !optin as the tag on your Post-registration Thank You page tracking

(Again you may access both scripts HERE under “tracking scripts”)

6- Register for your webinar and ensure your email appears in your Hyros account under REPORTING → Leads (https://app.hyros.com/#/mh/finance)

Ensure that you have done this for all the webinars you would like to track at this time and then move to step 3.

Video Set Up (All Tracking Scripts Needed Are Below This Video)

Here are your tracking scripts you will need for this set up.

Tracking your sales call conversions starts at the entry point of your funnel. If your funnel opt ins are in Click Funnels follow these steps

1- On every landing page that is linked to with ads place your WATCHER CODE in the header of the page.

To do this access the landing page whose visitors you want to track in Clickfunnels. Then go to SETTINGS in the top left hand corner. Then click TRACKING CODE from the drop down menu.

 

Next place the WATCHER code in the code input screen under the HEADER selection

2- On the thank you page of your opt place the CATCHER CODE !optin as the tag on in the header of the page. This is the page you redirect people to after booking a call.

To do this access the thank you page. This is the Clickfunnels page your opt ins/customer/leads will see immediately after they opt in. Then go to SETTINGS in the top left hand corner. Then click TRACKING CODE from the drop down menu.

Step 3: Tracking Customer Payments

How HYROS Matches Customer Payments To Their Source (IMPORTANT)

This video will explain how we track a customer conversion all the way back to the original ad click.

After the initial opt in HYROS will watch visitors going to your checkout pages via the WATCHER script in the header of the checkout page. When a visitor lands that has matches from a profile seen before HYROS will recognize the user. If the user then checkouts out HYROS will ad the sale and sale amount to the user profile.

 

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.

Choose Your Checkout System

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are your tracking scripts you will need for this set up.

If you are using Clickfunnels checkout follow the directions below

1- Place your WATCHER 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.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

Here are your tracking scripts 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 WATCHER script 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 WATCHER script in the input box and hit save.

This completes your Thrivecart Integration.

 

Complete this process on any other products you wish to track and move towards “testing and confirming tracking” at the bottom of this document.

Video Set Up (All Tracking Scripts Needed Are Now Below This Video)

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


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

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

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

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

5- Set the webhook to fire on a NEW TRANSACTION

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

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

8- Scroll to the bottom of the thank you page editor and check the box to ad a custom header code. Paste the Watcher 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.

To connect Kartra checkouts to HYROS follow the video and written text below


1- Go to https://app.hyros.com/#/mh/external-services/cart-integration/kartra , set the name and tag to “Kartra” and follow the prompts to complete the integration.

2- Once down click configure and generate a webhook by clicking the GENERATE WEBHOOK button.

2- Once done login to your KARTRA account and go to INTEGRATIONS –>API–>MY API

3- Go down to outbound API and activate your outbound API function

4- You will see an option to ad an URL. Ad the webhook URL you generated in step 2

5- Set the webhook to fire when the product you want to track is bought at any price point. Ad all the products you want to track.

This will complete the Kartra checkout integration.

To connect Infusionsoft checkouts to HYROS follow the video and written text below


1- Go to https://app.hyros.com/#/mh/external-services/infusionsoft , set the name and tag to “infusionsoft” and follow the prompts to complete the integration.

NOTE: If you are running customer cards manually with sales reps stop here. If you are sending customers to a checkout page where they self checkout continue.

IF YOU ARE USING INFUSIONSOFT ORDER FORMS

2- Once done login to your Infusionsoft account and go to E-COMMERCE–>ORDER FORMS

3- Select the order form you wish to track. Once there go to the HTML AREAS tab

4- Paste the WATCHER CODE below in the custom header area at the TOP of the code.



IF YOU ARE USING A CHECKOUT OR LANDING PAGE SOFTWARE THAT PLUGS INTO INFUSIONSOFT

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



This will complete the Infusionsoft checkout integration.

Ask your onboarding rep! We more than likely integrate and have not made the set up documentation for the system yet!

Step 4 : Testing And Confirming Your Tracking

This video will walk you through testing and confirming your tracking set up.

Pre Test Checks

-Ensure you are integrated with the correct Facebook OR Adword accounts HERE

-Clear the lead data in your account by going to REPORTING->LEADS then select all leads and select delete. Only do this if the account is brand new and only has test data in it.

 

PART 1 : CHECK ADS AND OPT IN

Step 1 : Create a preview link or test link from Facebook or Adwords

Step 2 : Click the link and register for your webinar

 

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. The @tag indicates that the ad that was the source of the visit has been tracked.


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 : Tracking Your Webinar Registrants.

-Check that your webinar registration page has the WATCHER code in the header

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

-If using Everwebinar ensure you have set up the correct webinar and the WATCHER script and CATCHER scripts are 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 : Tracking Your Ads

-Check that you are integrated

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

-Then check that your pages are not redirecting

-Repeat PART 1

-If you cannot fix the issue contact your onboarding rep for help troubleshooting the issue.


PART 3 : TEST A PAYMENT (Optional But Recommended)

Step 1 : Using the same email you registered for the webinar with, complete a test checkout. Make sure that this is the same form you set up in STEP 3 : Tracking Your Payments

 

 

PERFORM CHECK : Inside your HYROS dashboard 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 value added to it.

 

Then click the email. You should also be able to see yourself visiting the checkout page URL underneath the lead clicks.


IF the sale has entered the system and you can see the checkout landing page under “clicks” then testing is complete. You have completed set up. Tag your onboarding manager to start data monitoring and get the next steps.


If no sale has entered the system go back to STEP 3 : TRACKING PAYMENTS and ensure set up has been done correctly.

-Make sure you have set up the correct pages

-Make sure that the checkout has the WATCHER 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 reach out to your onboarding agent.