Overview to ClickFunnels Integrations.
When discussing the topic of ClickFunnels Integrations, this article will demonstrate how to pass lead and sale data, including the sale amount and customer's email address, from ClickFunnels to Everflow.
Note: This integration only works with the original version of ClickFunnels. For newer ClickFunnels v2.0, Click Here or scroll down.
ClickFunnels (Original Version)
Step #1 of ClickFunnels Integrations.
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 of ClickFunnels Integrations.
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 of ClickFunnels Integrations.
Navigate to Integrations > E-Commerce and then click Configure next to the ClickFunnels.
Step #4 of ClickFunnels Integrations.
Click Add.
Tie the Opt in 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 of ClickFunnels Integrations.
You will then be shown this pop up:
Please follow the instructions there to set up that code and webhook inside your funnel in ClickFunnels.
Step #6 of ClickFunnels Integrations.
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 of ClickFunnels Integrations.
In Everflow, copy the Webhook URL.
Step #8 of ClickFunnels Integrations.
In ClickFunnels, inside the settings page, scroll down to Webhooks and click Manage Your Funnel Webhooks.
Step #9 of ClickFunnels Integrations.
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.
Refunds Report
Navigate to Reporting - Refunds.
For more information - [Click Here]
ClickFunnels 2.0
Note
This integration requires the use of Zapier.
Step #1 Place the Code
The code below should be placed in the Head Code section of the Funnel:
<script type="text/javascript"
src="https://www.INSERT_TRACKING_DOMAIN.com/scripts/sdk/everflow.js"></script>
<script type="text/javascript">
var aid = INSERT_ADVERTISER_ID;
let transaction_id = null;
if (EF.urlParameter('affid')) {
EF.click({
offer_id: EF.urlParameter('oid'),
affiliate_id: EF.urlParameter('affid'),
transaction_id: EF.urlParameter('_ef_transaction_id'),
sub1: EF.urlParameter('sub1'),
sub2: EF.urlParameter('sub2'),
sub3: EF.urlParameter('sub3'),
sub4: EF.urlParameter('sub4'),
sub5: EF.urlParameter('sub5'),
uid: EF.urlParameter('uid'),
source_id: EF.urlParameter('source_id'),
creative_id: EF.urlParameter('creative_id'),
}).then(function(transaction_id) {
addCustomField(transaction_id);
});
} else {
transaction_id = EF.getAdvertiserTransactionId(aid)
addCustomField(transaction_id);
}
function insertCustomField(transaction_id) {
let cfAR = document.querySelector('#cfAR');
let input = document.createElement('input');
input.type = 'custom_type'; // needs to be custom_type to get picked up by CF
input.name = 'eftid'; // change with whatever field name you want
input.value = transaction_id; // change to your value
cfAR.appendChild(input);
}
function addCustomField(transaction_id) {
if (document.readyState === 'complete') {
insertCustomField(transaction_id);
} else {
document.addEventListener('DOMContentLoaded', function() {
insertCustomField(transaction_id);
});
}
}
</script>
When submitting leads in their funnel, the contacts had Custom Attributes called Eftid which contained the Everflow Transaction ID as the Value in CF 2.0:
Step #2 Create a Webhook
Create a Webhook to connect ClickFunnels to Zapier.
ClickFunnels does not have a Zapier Trigger for ClickFunnels 2.0
In Zapier, create a Webhooks by Zapier Trigger, select Catch Hook and then take that URL and place it in ClickFunnels.
Next add a Webhook in ClickFunnels
Name it
Add the URL you got from Zapier, select contact.identified from the Event types dropdown
Then select your funnel, whichever pages it is associated with.
Step #3 Test in Zapier
Once that is done, go back to Zapier and test it.
You will need to have a test record that contains the
eftidattribute so you may need to put through another test lead using an Everflow tracking link in order to populate that.Once you get the trigger configured with a lead that contains an eftid you can move onto the Action.
You will need to use this link in order to access our private Everflow zap: https://zapier.com/developer/public-invite/182413/3c253064d05d512afea1d6a581288a8c/
You will then need to get your API Key from Everflow in order to connect it to your account. This can be found in the Security section (if you do not see the Security section, you may need to add it to your Role): Security: Network API Keys, API Whitelists & MFA | Everflow Help Center
Then you will need to select the Event, this will be “Create Conversion”.
Next you will need to set up the Action itself. For the “Create Conversion” event this includes setting the following required fields:
Tracking Domain (choose yours from dropdown)
Target Type (Offer)
Offer - 100X Expansion Conference 2024 - Ticket (1)
Event - Lead form submit (2)
You also need to map the Eftid custom attribute to Transaction ID. You will also need to include Email in order to track additional events using email attribution. You can include anything else you may want in the ADV1-5 fields.