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 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}

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

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WRITTEN GUIDE

To track your Adwords ads take the parameter below and paste it in the tracking template area of EVERY adgroup 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}

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

If the parameter is 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.

 

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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 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 : Updating ads will reset the learning phase. This should not dramatically effect ad performance. The ROI gained/saved from tracking ads will greatly outweigh and justify the re-learning.

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}}
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Written Guide
Step 1 : Place this URL parameter in the tracking area of EVERY ad in your ad account : fbc_id={{adset.id}}. (Seen at 0:25 in the video above)

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 : utm1&fbc_id={{adset.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&fbclid=IwAR2jyW1FyJL

If your final url is not showing the 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.

THEN move to step 2.

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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”

Step 2 : Tracking Webinar Registrations

Note : All tracking scripts may be placed in your Google tag manager. However it is optimal to put them 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.

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.

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 AD “purchase created” “purchase updated” “purchase destroyed”

8- Leave all other options alone and complete the webhook set up.

9- You have now completed your Clickfunnels set up.

 

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

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you placed the Clickfunnels webhook correctly.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the UNIVERSAL code in the header of the funnel or checkout page.

IF you see both, move to the next step.

Thrivecart With Paypal Video Set Up Guide

Here is the script you will need for this set up

If you are using Thrivecart checkout follow the directions below

1- Create a webhook using the THRIVECART INTEGRATION HERE

3- Once the integration appears, click “configure”. Then click “get webhook”.

4- Copy the webhook and go to the “SETTINGS” area in your ThriveCart dashboard

5- Go to “API and Webhooks”

5- Click “Ad Another Webhook”

6- Paste the webhook you copied into the webhook URL

7- NEXT : Return to HYROS and copy your UNIVERSAL script (above) under TRACKING->TRACKING SCRIPTS

8- Return to your Thrivecart dashboard and go to products.

9- Click “edit” on the product you wish to track.

10- When in the product screen go to CHECKOUTS

11- After clicking CHECKOUTS go to tracking

12- Activate custom tracking

13- Paste your UNIVERSAL script in the input box and hit save.

This completes your Thrivecart Integration.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you placed the Thrivecart webhook correctly.

2- Under IP you should see an IP address.

If there is no IP confirm that you placed the UNIVERSAL code in the custom tracking area of the product you wish to track.

IF you see both, move to the next step.

Kajabi Checkout With Paypal Video Set Up Guide

If you are sending customer to a Kajabi checkout page for purchase

1- Integrate with Kajabi by using our KAJABI INTEGRATION HERE

2- After integrating click “Configure” and then “Get Webhook”. Copy the webhook URL generated.

3- Go to your Kajabi admin dashboard and go to “SETTINGS” at the bottom of the left hand dashboard

4- Go to “checkout settings”

5- Place the webhook you copied in 2 under “Purchase Webhook URL”

6- NEXT return to HYROS and go to TRACKING → TRACKING SCRIPT

7- Click “Get Script” under the WATCHER script. Copy the script that is generated.

8- Return to your Kajabi dashboard and make sure you are still under “checkout settings”

9- Scroll down to HEADER TRACKING CODE

10- Paste your WATCHER code in the input under HEADER TRACKING CODE

11- Hit save!

 

This will complete Kajabi checkout tracking

To connect teachable follow the video and written text below



Here is the script needed to complete this setup

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

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

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

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

5- Set the webhook to fire on a NEW TRANSACTION

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

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

8- Scroll to the bottom of the thank you page editor and check the box to ad a custom header code. Paste the Universal Code below into the the code area



This will complete the Teachable checkout integration. Repeat this for all schools and course you want to track.

Now Run This Test
Perform a test checkout on your checkout.

Then check your reporting area HERE

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you placed the Teachable webhook correctly.

2- Under IP you should see an IP address.

If there is no confirm that you placed the UNIVERSAL code on your thank you page and that the customer email code is on the page correctly.

IF you see both, move to the next step.

Samcart Video Set Up Guide

Here is the code you will need for this set up

  • First step, go to the settings area of your Hyros account >
  • Integrations >
  • Click on the SamCart icon >
  • Create new integration >
  • Setup the integrations tag (name the integration in such way to recognize the lead’s traffic source, example: SamCart) >
  • Click configure >
  • Get webhook >
  • Copy webhook;
  • Log inside your SamCart account >
  • Go to settings >
  • Integrations >
  • Click new integration >
  • Notify URL >
  • Name the integration (SamCart) >
  • Paste the webhook inside the “Notify URL” > don’t forget to click save
  • Next step >  Click global rules > setup rules > 2 rules need to be setup: 

A. Product Purchased > click on next step > select the SamCart integration > action – send notify URL post > click next step > submit; 

B. Subscription charged > (if you have a subscription-based business) > repeat the process mentioned above for the Product Purchased trigger;

  • Next step you will need to place tracking on your SamCart checkout pages >
  • Copy the UNIVERSAL code above >
  • Tracking >
    • After that go back inside your SamCart dashboard and go to products >
    • Click on the product you are selling > once you are inside the product > Click on advanced settings >
    • Paste the UNIVERSAL code inside the Embedded HTML/Scripts in Header area (this process needs to be done inside each single checkout page you have)

    This will complete Samcart Set Up

    Now Run This Test
    Perform a test checkout on your checkout.

    Then check your reporting area HERE

    You should see
    1- A sale with your test checkout email, click the email.

    If there is no sale check that you placed the Samcart webhook correctly.

    2- Under IP you should see an IP address.

    If there is no confirm that you placed the UNIVERSAL code in the tracking code in the advanced settings area of the product you are trying to track.

    IF you see both, move to the next step.

Pay Kickstart Video Set Up Guide

Here is the code you will need for this set up

Written Set Up Guide
1- Go inside of Pay Kickstart Integrations

2- Under autoresponder complete the integration with Market Hero. Your API key can be found under your HYROS profile under settings HERE

3- Next copy the Universal code above and paste it on the page your Pay Kickstart forms are embedded on

3.1- IF you are using Pay Kickstart for your checkout pages then go back to Campaigns and select the product you wish to track.

Then go down to CHECKOUT PAGE. Place the UNIVERSAL script under ADD CUSTOM CSS/TRACKING SCRIPTS

This will complete the integration.

You should see
1- A sale with your test checkout email, click the email.

If there is no sale check that you did not set up the Pay Kickstart integration right. Double check it.

2- Under IP you should see an IP address.

If there is no confirm that you placed the UNIVERSAL code in the header of your checkout page if your using embedded forms.

If your using Pay Kickstart pages, check that you added the UNIVERSAL code in the CUSTOM CSS/TRACKING code area.

IF you see both, move to the next step.

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


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

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

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

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

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

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

This will complete the Kartra checkout integration.

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


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

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

IF YOU ARE USING INFUSIONSOFT ORDER FORMS

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

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

4- Paste the 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.

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

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

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.

 

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