There are times when you know a click should be recorded in your Wicked account, yet for some reason, Wicked didn't record it. You are able to record this click with an HTTP Post. Here are some examples for why you may have a click and Wicked does not:
- You go to a marketing event and collect new leads and import them into your CRM. After importing these leads to your CRM, you can set the First Optin Attribution for them.
- You purchased and email list and import all the contacts into your CRM. After importing these leads to your CRM, you can set the First Optin Attribution for them.
- You signed up for Wicked Reports and have a number of contacts who already exist and you know exactly where you found those leads. You can set the First Optin Attribution for them.
- You want to track future funnel steps back to the original source of the contact.
- Example: Your funnel brings in new leads through Facebook. After a number of steps in your funnel, your contacts need to book a call with your team and you want to be able to see how many Calls were booked from these Facebook Ads. You can create "Re-Optins" for the original First Optin of the contact. In this scenario the Re-Optin count for the Facebook Ad would be a good indicator of Calls that were booked later.
- You received orders from a source and did not have tracking on the links or there was simply no click to track. You can set the Last Click Attribution for a customer's MOST RECENT order.
You can learn more about the different types of custom conversions in this help doc.
To send Custom Clicks to Wicked, use the URL:
https://api.wickedreports.com/clicks/<client name>
You will need to replace <client name> with your client name in your account. See this help doc to find your client name.
How To Create Clicks
Required Fields
- Email: Email of the lead for the conversion
- Date_Time: This is a Date/Time setting to create the conversions against. You can use “NOW” for the current date/time or any date/time using this format: mm/dd/yyyy hh:mm am/pm
- Timezone: Timezone of Date/Time provided. This would be the timezone your CRM is using, NOT the Timezone of the Contact.
- Examples: EST Timezone="UTC-5”, CST Timezone="UTC-6, MST Timezone=“UTC-7”
- Infusionsoft uses EST (UTC-5)
- If you are using a PresetOveride EXISTING_LEADS or ORDER_LAST_CLICK, you can use "UTC-0"
- Timezones change with Daylight Savings Time. For example, EST (Eastern Standard Time) is UTC-5 part of the year and UTC-4 part of the year. If you are setting up an automation that will run continuously, you will need to be aware of this. Make sure your automation updates when Daylight Savings Time occurs.
- ConversionType: The type of conversion being sent to Wicked. The valid options are:
- LIVE_EVENT
- This Conversion Type would be used if you were collecting leads at an event and want to create an Optin for each of the leads you acquired there.
- Use a Date/Time that is the early morning of the first day of the event.
- If the click is EARLIER than the create date of the the contact in Wicked Reports, we will use the UTMs provided to set the First Optin Attribution for the contact.
- If the click is LATER than the create date of the the contact in Wicked Reports, we will use the UTMs provided to create a Re-Optin for the contact.
- NEW_LEAD
- This Conversion Type would be used if you have historical leads and you know where they came from and want to ensure they receive First Optin attribution.
- LAST_CLICK
- This Conversion Type would be used if you want to track the last click before a customer made a purchase.
- NOTE: The Order ID must be entered in the column (ORDER ID) in order to use this Conversion Type
- REOPTIN
- This Conversion Type would be used if you want to track a ReOptin.
- For example, if you have a sales call with a customer and want to track as a ReOptin
- UNATTRIBUTED_CLICK
- This Conversion Type would be used if you want to track a click but don’t want to tie it to a specific attribution point.
- For example, you tracked the click but Wicked doesn’t know about it and you want to track it in your account.
- HUBSPOT_MEETING
- This Conversion Type would be used if you want to track a click for a HubSpot Meeting but don’t want to tie it to a specific attribution point.
- For example, you had a HubSpot meeting with a customer and want to track the click that led to the meeting booking.
- MEETING
- This Conversion Type would be used if you want to track a click for any type of meeting but don’t want to tie it to a specific attribution point.
- For example, you had a meeting with a customer and want to track the click that led to the meeting booking.
- DOWNLOAD
- This Conversion Type would be used if you want to track a click for a download but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a download but Wicked doesn’t know about it and you want to track it in your account.
- WEBINAR
- This Conversion Type would be used if you want to track a click for a webinar but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a webinar but Wicked doesn’t know about it and you want to track it in your account.
- CHAT
- This Conversion Type would be used if you want to track a click for a chat but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a chat but Wicked doesn’t know about it and you want to track it in your account.
- LIVE_EVENT_DEMO
- This Conversion Type would be used if you want to track a click for a live event demo but don’t want to tie it to a specific attribution point.
- For example, you tracked the click for a live event demo but Wicked doesn’t know about it and you want to track it in your account.
- ATTRIBUTED_CLICK
- This Conversion Type would be used if you want to track a click but you aren’t sure how it should be attributed and you want Wicked to decide the attribution for you.
- LIVE_EVENT
- OrderID: REQUIRED if Conversion Type is set to LAST_CLICK The Order ID you would like to use to tie the last click conversion
Optional Fields
- IP_Address: IP address of the conversion
- TimeOffset: The number of minutes to subtract from CLICK TIME.
- Example: If you know there is a 20 minute delay between when the click is created and you want it to appear, use 20 as your TIME OFFSET.
- Source: The utm_source value that will be applied to the click
- Medium: The utm_medium value that will be applied to the click
- Campaign: The utm_campaign value that will be applied to the click
- Content: The utm_content value that will be applied to the click
- Term: The utm_term value that will be applied to the click
- WickedId: If you know the Wicked ID of the click, you can use it here. If you have a value for WickedId, you must have a value for WickedSource.
- WickedSource: If you know the Wicked Source of the click, you can use it here. If you have a value for WickedSource, you must have a value for WickedId.
Example with JS Snippet:
https://jsfiddle.net/wickedivan/uf5zv12a/
You can learn more and see examples of Custom Conversions at this help doc.
In addition, in case your CRM doesn't provide an easy way to send your data to Wicked, you can now send the click data as part of the url querystring.
NOTE: You cannot send the email as part of the querystring but it should be sent via POST method.
Here's an example url showing how to send your data using the querystring:
https://api.wickedreports.com/clicks/<client name>?Source=Hubspot&Content=Application&Date_Time=NOW&Timezone=UTC-5