CRM

HighLevel

What’s HighLevel?

HighLevel (aka GoHighLevel/ High Level/ GHL) positions as the go-to solution for agencies. It is an all-in-one tech stack for agencies or marketers, eliminating the need for other tools.

To integrate HighLevel with RedTrack you’ll need valid HighLevel and RedTrack accounts.

Integrating HighLevel with RedTrack

1. Get a webhook from RedTrack and paste this URL to your HighLevel acount

Expand to see how to enable webhook in HighLevel

 

1.1 Webhook URL for HighLevel is temporarily missing from the RedTrack UI. To generate one please contact support@redtrack.io. Once you’re given your Webhook URL proceed with step 1.2 below.

1.2 go to your HighLevel account-> Automation->Triggers-> Add Trigger:

1.3 in the pop-up window give your Trigger a name-> select the folder you want to put it in-> press Save:

1.4 paste the generated RT webhook URL (from step 1.1) to the form-> click Active:

 

2. Add clickid parameter to the HighLevel form

Expand to see how to add clickid parameter to HighLevel

 

2.1 go to Sites-> Forms-> choose the needed form from the list:

2.2 on your right choose the tab Custom fields-> press the button Add Custom Field:

2.3 in the pop-up window choose Single Line-> in the Text Field type the parameter {clickid}-> press Next:

2.4 fill in the mandatory fields-> press Save:

Values to put in the fields:

Name of the field = rtclickid

Placeholder = {clickid}

Object = Contact

2.5 fill in the mandatory fields-> press Save Form-> press Integrate Form to apply the changes to it:

Values to put in the fields:

Field Title: rtclickid

Placeholder: {clickid}

Query key: rtclickid

Hidden Value: {clickid}

 

3. Create a custom Brand / Offer source in RedTrack

Expand to see how to add a custom Brand / Offer source in RT

 

3.1 Brands / Offer sources-> New from scratch:

3.2 give your source a name-> assign the Roles-> press Save to apply the changes in the template:

 

4. Add your Web-site / Offer to RedTrack

Expand to see how to add the Web-site / Offer in RT

 

4.1 Web-sites / Offers-> New:

4.2 fill in the mandatory fields-> press Save:

 

5. Add the needed Traffic channel to RedTrack.

6. Add a custom tracking domain.

Useful!

Check out the video tutorial as well: Adding a custom tracking domain.

7. Create a Campaign in RedTrack

Important!

Scenarios for your tracking Campaigns in RedTrack may be as follows:

Scenario 1: only unattributed (aka organic) traffic. In which case, one Campaign for your unattributed (aka organic) source is enough.

Scenario 2: several paid Traffic sources (like Facebook or Google or something else) and unattributed (aka organic) traffic. In this case it is crucially important to add these Traffic sources first and then create a Campaign for each source. This will help you to have all the important data in place and grouped correctly.

Expand to see how to act depending on the scenario

 

7.1 Find more on Facebook and Google integration if you use any of them. If you work with some other paid traffic channel, you can search for the integration guide here.

7.2 Add the traffic source for unattributed (aka organic) traffic. To do that:

7.2.1 go to Traffic channels-> New from template-> add the template named Other:

7.2.2 add the name “Other” or “Organic” or anything else you’d like in the Channel name field in order to identify the unattributed traffic from other paid traffic channels:

 

7.3 Create campaigns with each of your sources or traffic. For example, if you have Facebook and organic (the one created in step 7.2), you should create 2 campaigns.

 

8. Set up conversion tracking

Expand for details on HighLevel conversion tracking in RT

 

So far, the only HighLevel event that can be added to RedTrack is Lead.

To set up the HighLevel event go to Tools->Conversion tracking-> Conversion type-> name the event Lead:

If webhook doesn’t count the incoming conversions as Leads, these conversions will fall under the category of the Default Conversion type=Conversion.

 

9. Generate a Universal Tracking Script.

10. Add the universal tracking script to GTM

Expand to see how to work with GTM and adjust it in HighLevel

 

Note! 

Follow this guide on how to integrate Google Tag Manager (GTM) with RedTrack and the steps below on HighLevel-related insights.

10.1 create a 1st party cookie variable: rtkclickid-store

10.2 create 3 types of Tags:

Essential elements:

  • Type= Custom HTML
  • Triggering= All Elements (All Clicks)

Script:

<script>
function setFormClickIdValue(clickid) {
var currentUrl = new URL(window.location.href);
currentUrl.searchParams.set('rtclickid', clickid)
console.log(currentUrl.href);
var pageviewCount = getCookie("pageviewCount");

if (typeof pageviewCount === "undefined" || parseInt(pageviewCount) < 2) {
window.location.href = currentUrl.href
}

}
function getCookie(name) {
var value = "; " + document.cookie;
var parts = value.split("; " + name + "=");
if (parts.length == 2) return parts.pop().split(";").shift();
}
if (getCookie('rtkclickid-store') !== null && getCookie('rtkclickid-store') !== undefined && getCookie('rtkclickid-store') !== 'undefined') {
setTimeout(function(){
setFormClickIdValue(getCookie('rtkclickid-store'))
}, 100)
}
</script>

Essential elements:

  • Type= Custom HTML
  • Triggering= Initialization (All Pages)

Script:

<script type="text/javascript">
var pageviewCount = getCookie("pageviewCount");

if (typeof pageviewCount === "undefined") {
pageviewCount = 1;
} else {
pageviewCount++;
}

setCookie("pageviewCount", pageviewCount, 30);
function getCookie(name) {
var value = "; " + document.cookie;
var parts = value.split("; " + name + "=");
if (parts.length == 2) return parts.pop().split(";").shift();
}
if (getCookie('rtkclickid-store') !== null && getCookie('rtkclickid-store') !== undefined && getCookie('rtkclickid-store') !== 'undefined') {
setTimeout(function(){
setFormClickIdValue(getCookie('rtkclickid-store'))
}, 100)
}
function setCookie(name, value, expires) {
var cookie = name + "=" + value + "; path=/; domain=." + location.hostname.replace(/^www\./i, "");

if (typeof expires !== "undefined") {
var now = new Date();
now.setTime(now.getTime() + expires * 24 * 60 * 60 * 1000);
cookie += "; expires=" + now.toUTCString();
}

document.cookie = cookie;
}
</script>

Essential elements:

  • Tag  = Custom HTML
  • cookiedomain=domain
  • Triggering = Page Views (All Pages)

Script:

Insert the universal tracking script which you generated within step 9 of this guide.

 

11. Install GTM and universal tracking scripts in the HighLevel funnel

Expand to see how to install the needed scripts in the HighLevel funnel

 

11.1 Sites-> Funnels-> choose the needed funnel:

11.2 go to the Settings of the funnel-> insert the needed scripts to the Head tracking code and Body tracking code parts-> press Save:

 

That’s it. Happy campaigning with RedTrack 😊

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