In this doc, we'll show you How to Set Up Sales Tracking with Deadline Funnel and Ontraport. There are a few additional steps to complete as well -
Before we get started, let's look at how our Sales Tracking works in Deadline Funnel.
The Deadline Funnel Sales Tracking feature works through a webhook. This is similar to the webhook you would use to trigger a deadline, but instead of creating a tracking record for your subscriber under the 'Tracking Started' section of your Analytics and assigning a deadline to it, it will create a tracking record under the 'Sales Tracked' section. This Sales Tracking record will have the email of the subscriber, the date of the purchase, and the amount and currency that you specify when you first create the webhook.
It's important to note that the Sales Tracking webhook will add a Sales Tracking record to your Deadline Funnel campaign any time a subscriber passes through that webhook in an Ontraport campaign. So it's very important that you create an Ontraport campaign that only runs based on an actual purchase, and you place the Sales Tracking webhook at the top of that campaign.
For example, a common Sales Tracking campaign in Ontraport would look something like this:
A 'Purchased' tag being added to a subscriber is what triggers the campaign, then that subscriber passes through the Sales Tracking webhook, and the webhook sends the appropriate information back to Deadline Funnel, where a Sales Tracking record is created.
How to set up Sales Tracking with Ontraport
Ideally, you will already have your email platform connected to Deadline Funnel under the Integrations tab. But if you haven't connected them yet, you can review this guide, where you'll find instructions on how to connect your accounts.
Once that step is complete, you can continue with the rest of this guide.
Head to 'Integrations' in the top blue bar and select the campaign:
Now select 'New Integration', then choose 'Create Sales Tracking' in the popup and click next:
Make sure Ontraport is selected and click next:
Now select your Ontraport account and click next:
Choose your currency and the value for each sale, then copy the webhook:
Now add the webhook to your campaign inside of Ontraport:
Before saving the webhook in Ontraport, head back to Deadline Funnel, copy the data that the webhook should send, and add that in Ontraport:
Now when a sale takes place, the subscriber will be tagged, added to the sales automation and the webhook will trigger a sales tracking event in Deadline Funnel.
And that's it!
You can view your results in the 'Sales Tracked' section of Analytics:
If you have any questions, please let us know at firstname.lastname@example.org or in our live chat at the bottom right of your screen