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Smart attribution

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Integrations via CRM: brief overview

Estimated reading: 4 minutes

This diagram shows how the RedTrack CRM integration solution works:

Diagram explained:

RedTrack.io provides the CRM integration solution by using tracking parameters attached to each incoming click (with the default setting for direct/organic traffic)

Expand to see the example of tracking parameters added to click (for FB)

cmpid=61dacf58ed62ea0001836b28&sub1={{ad.id}}&sub2={{adset.id}}&sub3={{campaign.id}}&ad_name={{ad.name}}&adset_name={{adset.name}}&sub6={{campaign.name}}&placement={{placement}}&utm_placement={{site_source_name}}&utm_source=Facebook

The script captures the incoming click and generates a unique id for each click

Expand to see the example of the RT script that captures clickid

<script src=”https://att.trk.agency/uniclick.js?defaultcampaignid=5e6c7d17c6565a0002738aa9&attribution=lastpaid&regviewonce=false&cookiedomain=redtrack.io&cookieduration=30″></script>

The script that populates a hidden field in lead capture form and adds click id to the CRM record

Expand to see the example of the script that populates a hidden field

<script>
function setFormClickIdValue(clickid) {
console.log(clickid)
document.querySelectorAll('input').forEach(function(el) {
console.log(el.value)
if (el.value.indexOf("{clickid}")>-1) {
el.value = el.value.replace(/{clickid}/, clickid)
}
});
}
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'))
}, 3000)
}
</script>

Note!
The hidden field default value should be set to {clickid}

Important! 

Script that pushes value to the hidden field should work with a little delay (in GTM you can set Trigger as “All clicks”). Meaning this script should be triggered only after the universal script has already been successfully executed, otherwise, there will be no clickid value in the cookie to be pushed to the hidden field.

Deterministic attribution is based on matching the id from the CRM record to the id of the stored click. Smart attribution AI finds all the clicks from the same user/device and assigns it to the last paid channel click

Expand to see how webhook from CRM gets to RedTrack.io

Example of webhook from CRM to RedTrack.io:
https://att.trk.agency/postback?clickid={replace_me}&type=Lead

Note!

In “type=Lead” Type defines the conversion event type. RedTrack.io supports 20 custom conversion events.

Example of the link with some of the parameters:

https://custom.tracking.domain/postback?clickid={replace}&sum={replace}&type={replace}&eventid={replace}&email={replace}&phone={replace}&lname={replace}&fname={replace}&zip={replace}

Note!

In this link pay attention to the list of WebHooks / Postback meta-data parameters which mean the following:

  • clickid={replace} – clickid that you have captured.
  • sum={replace} – purchase amount (if available). If not applicable – do not send.
  • type={replace} – conversion type – ex InitateCheckout or Purchase. Spaces and Capital letters are important as we interpret events exactly as they are.
  • currency={replace} – add if the currency is different from the one set-up on the “Brand” level.
  • coupon={replace} – for attribution and data, provide coupon value used with purchase.
  • eventid={replace} – with event id, can also be our clickid if logic is maintained. The role should be set up in RedTrack.io UI on the “Brand” level.
  • email={replace} – if hashed – use SHA256 as advised by Facebook.
    The role should be set up in RedTrack.io UI on the “Brand” level.
  • phone={replace} – if hashed – use SHA256 as advised by Facebook . The role should be set up in RedTrack.io UI on the “Brand” level.
  • lname={replace} – if hashed – use SHA256 as advised by Facebook .The role should be set up in RedTrack.io UI on the “Brand” level.
  • fname={replace} – if hashed – use SHA256 as advised by Facebook The role should be set up in RedTrack.io UI on the “Brand” level.
  • zip={replace} – if hashed – use SHA256 as advised by Facebook. The role should be set up in RedTrack.io UI on the “Brand” level.

The processed clicks data is reflected in the multi-touch/cross-campaign attribution dashboard (Conversion Path)