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

Google Ads Video Set Up Guide

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.

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

WARNING: If you add parameters at ad level google may reset the ad. It’s highly advisable to add parameters at ad group level as shown in this guide.

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

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

 

If you are doing Google Shopping refer to “1:48” in the video to see how to place tracking on Shopping ads.


WRITTEN GUIDE

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

If you are doing Google Shopping refer to “1:56” in the video to see how to place tracking on Shopping ads.

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

 

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

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

 

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&h_ad_id=2637328

If the parameters are not in the final URL OR is messy use the troubleshooting guide below.

 

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.

OPTIONAL STEP: Manually Importing Campaigns 

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 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 Campaign.

To configure this, simply go to your Google integration and click “Import Campaigns”:

This image has an empty alt attribute; its file name is Google-ads-import-campaigns-1024x609.png

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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.

IF the parameters do 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.

 

The automatic set up for google is almost identical to the Facebook automatic set up below.

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 “config automatic”:

STEP 3: Once your ads are loaded select them all by checking the high checkbox. Then hit confirm and then confirm once more.

This image has an empty alt attribute; its file name is auto2-1024x641.png

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”.

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: For Messenger ads, you MUST follow the automatic set up shown in the next drop down.

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}}
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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 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&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 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 set, the ad set 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 ad set.

To configure this, simply go to your Facebook integration and click “Import Ad Sets”:

This image has an empty alt attribute; its file name is Import-ad-sets-1024x611.png

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”.

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 URL parameters column.

Facebook Ads AUTOMATIC Video Set Up Guide

Note 1: To track messenger ads, simply follow the automatic set up workflow and make sure your messenger ads are selected after clicking “config automatic”.

Note 2: 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.

Here is a link to the Facebook Integration Area

Here is the Facebook URL Parameter : fbc_id={{adset.id}}


Written Guide (With Video Time Stamps)

Step 1 : Go HERE and integrate with Facebook. Login to Facebook to complete the integration.

Step 2 : Find the account you want to track in the left hand side under “These are your ad accounts”.

Then click “config automatic”

Step 3 : Once your ads are loaded select them all by checking the high check box. If you are tracking messenger ads, make sure these are selected too. Then hit confirm and then confirm once more.

THEN give HYROS 15-30 minutes to ad the parameters to all your ads.

 

Step 4 (TEST) : Confirm your tracking by creating a preview link like in the video above at (2:54). 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

If your final url is not showing the parameter or is messy use the trouble shooting guide below.

IMPORTANT WARNING IF USING MESSENGER ADS: If you clone any ads after completing the setup, please repeat the steps above otherwise cloned ads will NOT track correctly.


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”.

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 URL parameters column.

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.

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.

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.

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.

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.

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.

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 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.

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 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.

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.

Hyros does not connect to kartra at this time, if you would like us to, please write Kartra a support ticket and ask them to provide an 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 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

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



This will complete the Infusionsoft checkout integration.

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 earlier in this checkout section, especially when first learning to use HYROS.

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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.

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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 ad on.

Set this up on ALL of your checkouts that you wish to track.

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

Place the code generated inside of CF Pro on the thank you you page of your checkout out (or the first upsale/page the use sees).

Step 4 : Paste your Universal code (found below) on the checkout AND thank you pages of your funnel ABOVE the CF Pro HYROS code.

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

Funnilish 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

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

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