Webinar Funnel Initial Set Up

VIP SET UP GUIDE

This document will show you how to set up and track a webinar with HYROS.

How To Use This Guide

To use this guide simply move through the steps in the order they are shown. Underneath each step select the systems you are using and follow the directions.

If you need help using this guide, tag your onboarding manager. We are always here to help!


Step 1 : Setting Up Your Ads

Bing Ads Integration

This document will guide you through the process of integrating your Bing ads with Hyros.

 

First: Watch this IF YOU IMPORT FROM GOOGLE OR FACEBOOK

 

 

Video Guide

{lpurl}?h_campaign_id={CampaignId}&bng_id={AdGroupId}&h_ad_id={adid}

Written Guide

Step 1- Please go to Hyros > Settings > Integrations and click on the Configure link below Bing Ads:

Click on +Add Account to start the process, give a name or a nickname to your account, click on Bing Ads Sign in and follow the prompts:

Step 2 – Please access your Bing Ads account and click on Ad Groups, select all your ad groups and click on Edit, after that please click on Change URL options:

Please add the Hyros tracking script for Bing to the Tracking template field. The script to use is:

h_campaign_id={CampaignId}&bng_id={AdGroupId}&h_ad_id={adid}

If there are no existing UTMs in the tracking template field we need to add a landing page redirect script {lpurl}? at the beginning of our code.

If other UTMs are present please connect our tracking code at the end of the existing UTMs through an ampersand sign (&) as shown in the example below:

ExistingUTM&h_campaign_id={CampaignId}&bng_id={AdGroupId}&h_ad_id={adid}

Click on Save to complete this step of the process.

Step 3 (Optional) – To confirm the tracking script has been added to all our Ad Groups please scroll to the Tracking Template column:

If this column is not visible please activate it from Columns > Modify Columns > Attributes and then click on Add next to Tracking Template.

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 reach out to support if you are using messenger ads.

Note 4: Do you already use the Wicked reports or TripleWhale URL parameters? You can go directly to the Wicked Reports/TripleWhale section at the end of this article.

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}}
———————————————–

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 ad set and ad 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 Ads and 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, the ad and ad set is automatically imported into Hyros along with the ad/ad set costs and other relevant information. However, if there is no click event to be tracked, you will need to import the ad and ad set manually into hyros in order to receive the costs from that ad/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 Ads and Ad Sets”:

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.

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”

Wicked Reports/ TripleWhale
  • Wicked Facebook URL parameter: WickedSource=Facebook&WickedID={{ad.id}}

 

  • TripleWhale Facebook URL parameter: fbadid={{ad.id}}

 

If you already have the Wicked Reports or TripleWhale parameters above installed in all your active Facebook ads, there is no need to follow the steps above. You just need to integrate your Facebook account from here.

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

 

Note: Do you already use the Wicked reports or TripleWhale URL parameters? You can go directly to the Wicked Reports/TripleWhale section at the end of this article.

Please follow these 2 steps to set up tracking for your Google ads:

Step 1 – Integrate with Google

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.

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.

OPTIONAL STEP: Manually Importing Campaigns 

This is especially useful if you have any awareness campaigns where a call to action button is not 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 Campaigns.

To configure this, simply go to your Google integration, click configure and click “Import Campaigns” inside “account configuration” as shown in the above video.

Step 2 – Add the Hyros Tracking UTM Parameter and Test your Ads

Please add your parameters depending on the campaign type as shown below.

Please also note that at this moment in time Hyros can not track Google experimental Campaigns. Experimental campaign tracking is expected in the short term future.

Shopping and Smart Shopping Campaigns

TO BULK EDIT PRODUCT GROUPS: Following the video, you can not add the Hyros UTM tracking parameter at bulk to your product groups. However you can do this instead by downloading a product group report with the “tracking template” column open from Google, and then bulk adding the Hyros tracking parameter and re-uploading it to Google. To do this please follow Google’s documentation HERE.

.

HYROS Google Shopping URL Parameter : {lpurl}?gc_id={campaignid}&h_ad_id={creative}

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

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

Performance Max Campaigns

HYROS Performance Max Campaign Tracking template: {lpurl}?gc_id={campaignid}

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

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

Smart Campaigns

HYROS Smart Campaign Tracking template: ?gc_id=

Please find the campaign ID for that specific campaign inside the campaign settings. Add it in front of the “=”. For example, if the campaign ID is “1234567”, then you should have “?gc_id=1234567”

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

Example : www.hyros.com?utm1&gc_id=1234567

You can not add the URL parameter at ad group level, instead:

  1. Copy the tracking parameter here: ?gc_id=
  2. Find the campaign ID for that specific campaign inside the campaign settings. Add it in front of the “=”. For example, if the campaign ID is “1234567”, then you should have “?gc_id=1234567”
  3. In your Smart Campaign settings, go to “Ad text, images & landing page”.
  4. In “Landing page” paste the Hyros parameter at the end of the Website URL as shown here, with the campaign ID at the end, and click save:

All Other Campaigns and Testing

HYROS Google Shopping URL Parameter : {lpurl}?gc_id={campaignid}&h_ad_id={creative}

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

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

Testing Your Ads

Create a test link like in the video above. 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=173636632

If the parameter is not in the final URL OR is messy use the troubleshooting steps shown here:

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.

Also ensure all UTM parameters are in the same place. If some are placed at ad group level and others at ad level they will break tracking.

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”

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.

———————————————–

IF you are using ppcshield : Do NOT add the URL parameter at ad group level, instead:

  1. Add the ppcshield tracking template provided by ppcshield in the “Tracking Template” field in “account settings”. Do NOT add the Hyros URL parameter here.
  2. At the end of the Tracking template, copy and paste this text: &url={lpurl}
  3. Copy and paste the Hyros URL parameters here into the “Final URL suffix” below the Tracking template: gc_id={campaignid}&h_ad_id={creative}
  4. Ensure you do not have any other utms placed anywhere else. Any utm’s placed at ad group or ad level will be prioritized and drop the Hyros URL parameter.

 


Wicked Reports/TripleWhale

           

  • Wicked Google URL parameters: {lpurl}?wickedsource=google&wickedid={gclid}&wickedid={creative}&wcid={campaignid}

 

  • TripleWhale Google URL parameter: gadid={creative}

 

If you already have Wicked Reports or TripleWhale parameters installed in all your active Google ads, there is no need to follow the steps above. You just need to integrate your Google account from here.

Important: If you have the Wicked Reports or TripleWhale parameter installed at the account level and at the same time you have other utms placed at ad group or ad level, please note that utm’s at the ad group and ad level will be prioritized and the Wicked Reports URL parameter will drop.

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

 

 

Important! If you run Shopping ads, please note that Google’s automatic setup does not cover this type of ads.
For Shopping ads we use a different type of parameter and the setup has to be done manually at the Ad group level. Please make sure to use this parameter:
{lpurl}&gc_id={campaignId}&h_ad_id={creative}

 

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.

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”.

Video Guide:

Hyros tracking parameter: ?lnk_id=

(You will need to find the campaign ID and paste it after the “=” as shown in the video)

Step 1 – Add Integration Inside Hyros

  1. Go to your integration settings and find the Linked In integration HERE.
  2. Click “add account”, then name the integration however you like.
  3. You will then be redirected to Linked-In and be asked to log in, do so and then select the ad account you would like to track with.

Step 2 – Add the Linked-In Tracking Parameters to Your Ads

First, find the campaign ID here:

Next, add the campaign to the end of our Linked-In Tracking Parameter: ?lnk_id=

So in this example, the campaign ID is 191161243, so the parameter we will use on all ads in this campaign is ?lnk_id=191161243

After, go to your ad and select “edit”, paste the whole parameter with the campaign ID at the end of your destination URL as shown in the dropdown below:

If you have multiple utms already, then you need to add our parameter at the end of them with an “&” instead of an “?”. For example, the URL should look similar to this:

www.hyros.com?utm_source=LinkedIn&lnk_id=191161243

You can also add the parameters in exactly the same place when creating new ads.

Step 3 – Testing your Ads

To test your ads, click the drop down on your ad and select “preview”. Then click on the call to action button.

Once your landing page has loaded, you should see our tracking parameters and your campaign CLEANLY inside the URL:

As shown above, your URL should look similar to this:

www.hyros.com?lnk_id=191161243

If the hyros UTM parameter and/or the campaign ID do not show up cleanly in the URL or do not show up at all, then please check the following:

  • Ensure you do not have any redirects on your ads. The URL set in the ad should match with the final landing page URL.
  • Ensure the parameters were attached correctly and there are no typos etc.
  • Please also ensure you are previewing the ad EXACTLY as shown in the above example, some previews do not pass on the parameters correctly.

If you have done all of the above and still can’t find the issue, please reach out to the support team. Otherwise, the Linked-In ad setup is complete.

Note: Do you already use the TripleWhale URL parameters? You can go directly to the TripleWhale section at the end of this article.

For Catalog campaigns ONLY: Under ad details insert {unescapedlpurl}&pnt_id={adgroupid} in the “Third Party Tracking” field as shown below:

For any other campaign type, please follow the video guide below:

Hyros UTM Tracking Parameter for Pinterest: ?pnt_id={adgroupid}&h_ad_id={adid}

Written Guide

Step 1 – integrate with Pinterest inside Hyros inside your integration settings HERE.

Step 2 – Copy the Tracking parameters below the video, paste it at the end of the URL inside the “Destination URL” field.

If you have another ad type that does not have this field, there should be a “Tracking Template” or “URL parameter” field that you can also add our parameters to. Please reach out to support if you need assistance with this.


TripleWhale

           

  • TripleWhale Pinterest URL parameter: padid={adid}

 

If you already have  TripleWhale parameters installed in all your active Pinterest ads, there is no need to follow the steps above. You just need to integrate your Pinterest account from here.

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

 

Note: Do you already use the  TripleWhale URL parameters? You can go directly to the TripleWhale section at the end of this article.

Snapchat ad parameter: ?snc_id={{adSet.id}}&h_ad_id={{ad.id}}

 

Written Guide

Step 1 – Add the Hyros UTM Tracking Parameter

Copy the following Parameter and paste it directly at the end of landing page link set for your ads or when first creating a campaign: ?snc_id={{adSet.id}}&h_ad_id={{ad.id}}

If you have any other utms you want to place on the URL as well, just add an “&” between them. For example:

www.hyros.com?utm_source=snapchat&snc_id={{adSet.id}}&h_ad_id={{ad.id}}

Step 2 – Test Your Ad

You can test this parameter by going to the “Build a Url Parameter” when configuring or editing an ad:

Select the preview link as shown:

You should then see in the URL our parameter cleanly attached with “snc_id=successful_adSet_id” as shown:

https://hyros.com/?snc_id=successful_adSet_id

If it does not land on the page cleanly like this then something is wrong, please check the parameters have been placed correctly on the URL and that there are no redirects present that may drop the parameters.

Step 3 – Integrate with Snapchat

Go to your integration settings inside Hyros or click HERE to go directly to the Snapchat integration settings. Name the integration.

Log in with Snapchat and select the organization and ad account you would like to track with.

We also recommend checking that your Hyros timezone matches your timezone for your Snapchat ad account. You should be asked to change this once the integration is complete, but you can check your Hyros timezone in your profile settings HERE.

This concludes the Snapchat setup.

 


TripleWhale

 

  • TripleWhale Snapchat URL parameter: scadid={{ad.id}}

 

If you already have  TripleWhale parameters installed in all your active Snapchat ads, there is no need to follow the steps above. You just need to integrate your Snapchat account from here.

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

 

Note: Do you already use the TripleWhale URL parameters? You can go directly to the TripleWhale section at the end of this article.

Video Guide:

IF YOU RUN LEAD GENERATION ADS Please review the section below labelled “Lead Generation Ads” as well as the standard setup guide.

HYROS Tik-Tok URL Parameter: ttc_id=__AID__&ttclid=__CLICKID__&h_ad_id=__CID__

Lead Generation Ads

Please toggle on “Lead Ads Generation” under “Webhooks” as shown here:


 

WRITTEN GUIDE

Step 1 – Install the Tik-Tok URL parameter 

1. Inside Hyros go to Tracking -> Source links. Scroll down and you will see the Tik-Tok parameters. You can also copy the Tik-Tok parameter just below:

 

HYROS Tik-Tok URL Parameter: ttc_id=__AID__&ttclid=__CLICKID__&h_ad_id=__CID__

 

2. Next inside your Tik-Tok account when you create a new Ad at the Ad level, scroll down until you see the URL field and place the parameter at the end of the URL link. This is how the link should look like:

 

Example: www.hyros.com?ttc_id=__AID__&ttclid=__CLICKID__&h_ad_id=__CID__

 

NOTE: IF you already have other parameters attached to the URL link, separate the parameters with an “&” sign. This is what the link should look like:

 

Example:   www.hyros.com?utm_source=example&ttc_id=__AID__&ttclid=__CLICKID__&h_ad_id=__CID__

 

IMPORTANT! Please note that if you edit an Ad after it has already been published, you will not be able to edit the URL field. The process of installing the parameter must take place before publishing an Ad.

 

Step 2– Create the integration inside Hyros

1. Inside your Hyros account go to Integrations -> (opens in a new tab)”>Settings -> Integrations -> Configure Tik-Tok -> Add Account.

2. A pop-up window will appear and you need to enter a name, for example, Hyros. Then click the Tik-Tok sign in button.

3. You will be redirected to the Tik-Tok page where you must to grant Hyros permission to access your Ad accounts. Before confirming permission, make sure you check “Click to Agree to the Platform Agreement”.

4. Once you click confirm, you will be automatically redirected to your Hyros account where you need to select the Ad account that you wish to track and click Save.

This concludes the integration for Tik-Tok.

 


TripleWhale

           

  • TripleWhale Tik-Tok URL parameter: ?ttadid=__CID__

or

?tw_source=tiktok&tw_adid=__CID__

 

If you already have TripleWhale parameters installed in all your active Tik-Tok ads, there is no need to follow the steps above. You just need to integrate your Tik-Tok account from here.

Once you have confirmed the integration, you can proceed to the next step in the initial setup process.

 

Please follow this guide to track any call to action links on your Twitter Ads:

 

Video Guide:

Please copy the Hyros Tracking Parameter here and place it at the end of your call to action links with the ad group ID attached in front of the “=” symbol: ?twt_id=

Written Guide

1- Configure and draft the campaign and ad group you want to advertise. Please do not publish it right away because you will not be able to add or adjust our tracking parameter after publishing.

2- Go to the ad Manager and find the ad group that was drafted. Here you will be able to see the ad group ID, which is what we are going to need in order to generate the tracking parameters and identify the traffic that arrives to the page through the Tweet we want to advertise.

Then add the ad group ID to the end of our tracking parameter: ?twt_id=

So in this case, if the ad group ID is “38108611” then the full tracking parameter you will need to copy is ?twt_id=38108611.

3- Now create a new tweet and add the tracking parameter with the ad group ID to the end of the Call to action link.

Twitter does not allow editing live Tweets, so one cannot just go to the desired Tweet and change the link in it in order to add the tracking parameters. For this reason, a new tweet with the link that has the tracking parameters appended must be created.

For example:

We want to drive people to our store https://mystore.com/ , in this case the new Tweet that will be advertised must have the following link in it: https://mystore.com/?twt_id=3810861

4- Once the new Tweet is created, we can go back to the campaign -> ad Group setup and select the Tweet, and then publish when ready.

This will conclude the setup process for tracking a Twitter ad. When someone clicks the link in the Tweet, they will be redirected to the desired page and the tracking parameter will be tracked by the Hyros Universal Script.

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 Tracking Parameter (This is an updated version, please use the full set of parameters below instead of the one shown in the video):
?sl=[ADROLL:CAMPAIGN_NAME]&htrafficsource=AdRoll

To add the URL parameter above, just go to your ad library and select all ads. Then add the Hyros tracking parameter directly at the end of the “Destination URL” and click “apply all ads” as shown here:

If you have other UTMs already at the end of the link, you can add the Hyros tracking parameter at the end of those UTMs with an “&” symbol instead of a “?”:

This image has an empty alt attribute; its file name is Adroll-with-other-utms-1024x556.png

Also please note depending on the ad type, you may not have a “Destination URL” field but instead see a “UTM Parameters” field. You can add the parameters here in exactly the same way as shown above. However do NOT place utms in more than one place.

 

This image has an empty alt attribute; its file name is Adroll-Adding-to-utm-params.png

Video Guide:

 

Reddit Ad Tracking Parameter (This is an updated version, please use the full set of parameters below instead of the one shown in the video above):

?sl={{AD_NAME}}&htrafficsource=Reddit&hcategory={{ADGROUP_NAME}}

Video Guide:

Taboola Tracking Parameter (This is an updated version, please use the full set of parameters below instead of the one shown in the video above):

?sl={campaign_name}&htrafficsource=Taboola

If you do not see your source inside this guide, you can track any misc ad source by simply adding ?sl=youradsourcename to the end of the URL of any of your ad links.

This would create a source in this case named “@youradsourcename”. Just adjust whatever comes after ?sl= to change the name of your source.

We also suggest adding some extra parameters to allow you to organize this data automatically in your reports, as explained below:

Organizing Your Organic Sources

We also recommend using our extra UTM parameters to automatically allow you to add these new organic sources into specific traffic sources, categories, and goals inside of Hyros. This allows you to better organize and segment your data later based on this information, without having to Manually adjust any sources later.

To do this, simply add one or more of the following UTM parameters at the end of ?el=yoursource, separated by an & symbol:

htrafficsource=yourtrafficsourcename
hcategory=yourcategoryname
hgoal=yoursourcegoal

The easiest way to use this is to adjust the traffic source you want your organic source to be configure to, so in an example where are tracking three separate Pinterest links, instead of just using ?el=pinterestpost1, then ?el=pinterestpost2 etc, we would instead use the following UTM parameters for each link:

www.mysite.com?el=pinterestpost1&htrafficsource=pinterest
www.mysite.com?el=pinterestpost2&htrafficsource=pinterest
www.mysite.com?el=pinterestpost3&htrafficsource=pinterest

As you can see, although in this case we are creating 3 different sources by changing the name slightly after el=, we are including them within the same traffic source, which will allow us to group them together by traffic source in the reports later in a more automated way.

We can do exactly the same thing using the other 2 UTMs for categories and goals should you wish, however for the purposes of the initial setup this is not necessary.

Please see the following video guide for a more detailed overview of the above steps:

 

If you want to understand more about how to better utilize categories and goals please see our guide HERE.

Step 2: Tracking Webinar Registrations

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.

Clickfunnels Based Webinar Set Up Guide

Written Guide
To track your Clickfunnels webinar follow these directions.

1 – Go to the funnel you wish to track in Clickfunnels

2 – Click settings

3 – Go down to header code and paste the Universal Code (found above).

4 – (Optional) if your landing page is in another funnel for some reason be sure to place the Universal code in the header of that landing page.

This will complete set up

NEXT RUN THIS TEST

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

 

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

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 

 

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

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 

 

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

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 

 

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

Written Guide

Step 1 : Lead Pages Integration
Paste the UNIVERSAL code below in the header tracking area of your opt in (and thank you page if it’s in lead pages)

Step 2 :

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 

 

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

Written Guide:

First, make sure you copy the Universal script here:

Then go inside your Stealth Seminar account and do the following:

  1. Click Edit for the webinar you want to track.
  2. Click Miscellaneous top open the settings menu.
  3. Click Edit on the “Tracking Code Setup” setting.
  4. Paste the Uni script into the Header Tracking Code for each page you want to track.
  5. Click Save to save the webinar.

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

To track your WebinarFuel pages, just follow these steps:

Step 1 – Copy the Universal Script Below:

Step 2 – Go to your webinar settings by selecting “webinars”, clicking on your webinar that you want to track, and then selecting “settings” as shown below:

Step 3 – Inside your webinar settings, go to third party tracking:

Step 4 – Paste the script in the following fields and save:

  • Registration page
  • Thank you page
  • Webinar room
  • Webinar room replay (optional)

Now all of your WebinarFuel pages should be tracked. If you run a test opt-in you should see your email tracked inside the customers tab HERE.

If you don’t see your email inside your leads, please reach out to the support team. Otherwise, proceed to the next steps.

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

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.

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.

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 below 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 add on. For both add-ons you need to create a new add on in your Pro Tools account here:

Set this up on ALL of your checkouts that you wish to track. This must be done correctly by following the detailed guides inside CF Pro Tools.

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

You will find the Hyros Paypal Email add on exactly as shown above. Follow the steps exactly as laid out in CF Pro Tools.

Place the code generated inside of CF Pro on the thank you page of your checkout (or the first upsale/page the user sees) according to the instructions on Cf Pro Tools. At the time of writing this documentation you need to place the code inside the footer code inside the “tracking script” section here:

You should see all the pages directly after a checkout shown under this list inside the CF Pro Tools “Hyros Paypal Email” Add-on once you have added the code:

Step 4 : Copy the Universal script below:

Ensure you have Pasted the script in your funnel settings as shown here:

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

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.

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.

Step 1 – Create the integration inside Hyros

1. Go into settings -> integrations -> select the ClickBank Integration.

2. Click “Create Integration”.

3. Create a name for the integration, such as “`Digistore24”.

Step 2 – Add the Webhook

1. Go to your Digistore integration inside HYROS and click “configure”.

2. Click Edit and copy the webhook.

3. Next, go inside your Digistore account, go to Settings, and select Integrations:

4. Inside integrations, click on Add new connection button, and on the next page scroll down and select generic:

5. Name the connection Hyros and then scroll down to the IPN URL and paste the webhook you copied from Hyros.

6. Next, you need to update “Success validation” to the HTTP code (expects:200). When you have finished, click Save and Test connection button

Once you have received this notification after clicking the test connection button, this concludes the Digistore integration.

Funnelish 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 Infusionsoft/ Keap 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/ KEAP 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/ KEAP

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



This will complete the Infusionsoft/ Keap checkout integration.

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.

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.

Video Guide:

Tracking Kartra Funnel Pages:

1- Copy the Universal Script below:

2- Inside Kartra, go to my pages and find the page you would like to track. Click edit.

3 – Inside the page editor, go to settings, and inside tracking codes paste the Universal script inside the field labelled “Embed Facebook Ads Tracking Code”. Save the page.

4- Repeat this for all your kartra pages.

Tracking Sales with Kartra

WARNING: You MUST embed your checkout on a tracked page in order for sales to be tracked correctly. Please ensure that the checkout is embedded and that the page has our universal script shown above inside the <head> code of the page. If you need assistance with this please reach out to support and let us know what software you are using to host that page.

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 done, 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 add an URL. Add 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.

First, please ensure the universal script is attached in the code of your checkout page. You can copy the script below or inside the Hyros app:

Next, Konnektive offer a direct integration to Hyros within their dashboard. To set this up just follow these steps in Konnektive:

1. First, make sure you copy your API Key from your Hyros account settings HERE.

2. Inside your Konnektive account, click on Admin -> plugins.

3. Find the Hyros Plugin, click “Activate” and paste the API key when prompted. Click “Connect”.

You are now integrated with Konnektive. If you don’t see any data coming into your Hyros account, please contact the onboarding team or in-app support.

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.

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.

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.

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 code area (referred to as a WATCHER script in the video):



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.

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.

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.

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

Step 4 : Setting up your currency and timezone

Hyros allows you to convert the currency that we receive from your payment software and display a currency of your choice easily inside Hyros.

To configure your currency conversion settings, just go inside your true tracking settings HERE, and select the correct currency on your Inbound and Outbound Currency:

Inbound Currency – This refers to the currency that your integrations are using. For example, if sales are shown in USD inside your payment processor account, select USD.

IF you are using multiple currencies for different payment softwares that are integrated with Hyros, you can select the inbound currency for each specific integration inside the Integrations tab. Just click on the integration you wish to use to convert your currency and change the inbound currency. Inbound currencies set on a specific integration will take priority over the inbound currency set inside your true tracking settings.

Outbound Currency – This is the currency that Hyros will show inside your account, and what you will see inside your reports. This NEEDS to match with the currency shown inside your ad accounts, otherwise, the data will not make sense when comparing with Facebook or Google.

At this time we only allow a single outbound currency. Having multiple outbound currencies would cause confusion inside your reports as it would be displaying multiple currencies alongside each other.

If you already have sales inside your account, you can select the option to “Update Sales Prices” to change the currency on your previous sales as well. Please ensure that the inbound currency is correct first before doing this though.

 

Multiple Currencies from a Single Store or Integration

This is most useful when you have an e-commerce store or any funnel that accepts multiple currencies on the same site. In order to convert these values correctly, you will need to select “Grab currency from event” inside your integration as shown below:

This ensures hyros does not assume that all values are in the inbound currency only. Hyros will instead read the currency from each sale, then convert that currency to the selected Hyros currency.

This is not available for all integrations.

WARNING: Currency Conversion and Your Revenue Cap

As you know, your account is billed depending on revenue tiers. If you go above the cap for your pricing tier, you will need to upgrade your subscription in order to continue to receive data. This is why it is VERY important to configure your inbound currency correctly. For example, if you have your inbound currency set to USD (by default), but you’re actually using pesos, Hyros will assume that number is in USD and you will reach your cap much faster than you should.

For more information on how your billing plans work, please see HERE.

Make sure the timezone in your Hyros account matches the timezone in your Ad accounts. Follow the instructions below in the documentation.

 

  1. Hyros

To match the Hyros timezone with your Ad platforms, follow these steps:

  • Go to “Settings” and select Profile
  • Set up timezone from the dropdown and click Save.

 

2. Facebook 

To check the time zone of your Facebook Ad account, follow these steps:

  • Click on “Ad Account Settings
  • Select “Payment Settings
  • On the right side scroll down and click on “Edit” inside Business Info area
  • On the Pop Up Scroll at the bottom and there you will see Timezone

3. Google

To check the time zone of your Google Ad account, follow these steps:

  • Inside your Google dashboard, go to Settings and click Account Settings
  • Here you should see the Timezone section

4. Tik-Tok

To check the time zone of your Tik-Tok Ad account, follow these steps:

  • On your TikTok Ads Manager dashboard, click on your account name in the top-right corner
  • Click on the “Ad Account Settings
  • Under your Basic Information you will find your Time Zone.

 

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)

We call this extension HSE (HYROS SET UP EXTENSION)

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 Full Test To Confirm You Tracking Is Working Properly

Video Guide (Use this with the time stamps in the written guide below.)

Time Stamped Written Guide

Pre Test Checks (00:13)

-Ensure you are integrated with the correct Facebook OR Adword accounts 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 (06:23) : Go to your LEADS TAB.

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 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 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 with the right Adwords and 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

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


PART 2 : TEST A PAYMENT (08:53) 

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 payment 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. You should also see an IP.


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 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