Overview

This article will demonstrate how to pass lead and sale data, including the sale amount and customer's email address, from ClickFunnels to Everflow.


Step #1

Set up your Advertiser-level Events for Lead(opt in) and Upsell in Everflow.

For more information about setting up Advertiser Level Events - [Click Here]

Step #2

When adding or editing an Offer for a ClickFunnels integration, be sure of the following:

  • You have added an Event named Lead(opt in) and Upsell, and you use the Base Conversion to track the sale or purchase under Revenue & Payout. Be sure to tie those to the correct Advertiser Level Events configured in Step #1.

  • Direct Linking is enabled under Tracking & Control.

  • Email Attribution is enabled under Attribution. The Base Conversion, which is the sale or purchase, should be selected as the Associated Event.

  • If you are using redirects, please make sure to append this to the end of the Base Destination URL:

    ?_ef_transaction_id={transaction_id}

For more information on Offer setup - [Click here]

Step #3

Navigate to Control Center - Integrations > E-Commerce and then click Configure next to the ClickFunnels.

Step #4

Click Add.

Tie the Optin to the Lead(opt in) Event, the Purchase event to the Base Conversion, and the Upsell event to the Upsell Event.

It should look something like this:

Step #5

You will then be show this pop up:

Please follow the instructions there to set up that code and webhook inside your funnel in ClickFunnels.

Step #6

In ClickFunnels, in the Settings section inside the funnel, place the code from Everflow SDK Script in the Head Tracking Code field on the settings tab.

Step #7

In Everflow, copy the Webhook URL.

Step #8

In ClickFunnels, inside the settings page, scroll down to Webhooks and click Manage Your Funnel Webhooks.

Step #9

In ClickFunnels, click + New Webhook and paste your webhook from Everflow. Then, click Create Funnel Webhook. This is what it should look like:

Please make sure that the Event is "All Events", Version is "1", and the Adaptor is "json".

Please note that you should wait at least 20 minutes for ClickFunnels servers to deploy the code on your funnel before testing the integration.


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