Connecting Your CRM and Leads
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      3. Connecting Your CRM and Leads

      How To Integrate Ontraport and Wicked Reports for Lead and Order attribution, and Email Tracking.

      The quick process for integrating Ontraport and Wicked Reports.

      1. About This Integration
      2. Email UTM Tagging
      3. What This Means For You
      4. Integration Steps for Lead Data
      5. Integration Steps for Order Data
      6. What Happens Next After Integration
      7. How to Verify Your CRM Data
      8. Email Last Click ROI Tracking & Reporting
      9. Historical Tracking Data Pre-Wicked
      10. Facebook Lead Ads - Attribution, and CRM Import
      11. Non-Ontraport Orders
      12. Upsell Orders and Software
      13. Subscription Attribution and Reporting
      14. Product Attribution and Reporting
      15. Cohort Reporting
      16. Gross vs Net Revenue Reporting
      17. Testing & Troubleshooting

      About This Integration

      Integrating Ontraport Contacts to Wicked Reports sends your new leads from Ontraport to Wicked Reports. This allows Wicked Reports to automatically detect, track, and attribute new and existing lead conversions to the marketing spend on your ad platforms and customer lifetime value from your revenue sources.
      Integrating Ontraport Orders to Wicked Reports sends your sales and revenue from Ontraport to Wicked Reports. This allows Wicked Reports to automatically detect, track, and attribute sales conversions and customer lifetime value to the marketing spend on your ad platforms.

      Email UTM Tagging

      Using Ontraport with Wicked Reports requires you to manually tag your emails with UTM tracking information. For information on how to build UTM links using the Wicked UTM link builder, and to get email UTM best practices, go here: https://help.wickedreports.com/wicked-reports-link-builder

      What this means for you

      • Ontraport leads are retrieved each day by Wicked Reports and attributed against clicks and sales.
      • After manual UTM tagging of your emails is complete, Ontraport can attribute sales back to your individual emails when credit is deserved.
      • Wicked can generate Cohort Analysis reporting between your Ontraport leads and your shopping cart & order system revenue.
      • If you are also using Ontraport as your shopping cart / order system, we can also pull your sales and order revenue each day for attribution.

      Integration Steps for Ontraport CRM Lead Data

      1. Log into Ontraport and go to the API section
      2. Generate a new API key for Wicked Reports to be used during the connection wizard process from within Wicked Reports.
      3. Go to Setup -> Authorizations on the Wicked Reports menu.
      4. Find the Ontraport icon in the Contacts/Leads column and click connect.
      5. Follow the 1 minute connection wizard process.

      Integration Steps for Ontraport Order and Revenue Data

      1. Log into Ontraport and go to the API section
      2. Generate a new API key for Wicked Reports to be used during the connection wizard process from within Wicked Reports.
      3. Go to Setup -> Authorizations on the Wicked Reports menu.
      4. Find the Ontraport icon in the Orders column and click connect.
      5. Follow the 1 minute connection wizard process.

      What Happens Next

      Wicked Reports will pull all historical lead data from Ontraport to seed your account attribution.  This allows us to correctly identify these leads as already existing leads in the event they click, optin, or otherwise engage with your marketing funnels. We can then attribute revenue to their actions using the correct attribution models.

      Each morning at about 2am EST we will pull the previous day's new leads and attribute the marketing responsible for creating these new leads. Anytime in the future when these new leads buy, we can attribute the revenue back to the marketing that created the lead and update the ROI accordingly.

      Once you have authorized your order systems, we will pull sales & revenue data and then create cohort reporting between your Ontraport lead data and your order revenue data.

      How to Verify Your CRM Data

      Wicked Reports native CRM integrations generally work seamlessly. You will see the leads inside of Wicked the following day. To see for yourself, follow these instructions: https://help.wickedreports.com/verify-your-crm-is-authorized

      Email Last Click ROI Tracking & Reporting

      Once you've integrated Ontraport your lead conversions are automatically detected for attribution.  You still need to deploy the Wicked tracking script on all pages. After that, you can start seeing which emails are generating revenue! -> Email Tracking and Reporting

      Historical Tracking Data Pre-Wicked

      If you have historical tracking data inside of your Ontraport CRM, you can get this data into Wicked Reports for use in our Cohort and ROI reports.  Follow these details:

      Backloading Historical Tracking Data

      Facebook Lead Ads - Attribution, and CRM Import

      Wicked Reports can automatically attribute Facebook Lead Ads once you have also completed the Facebook Integration steps.  We can even historically attribute Facebook lead ads, pre-Wicked Reports, following these instructions:  Backloading Historical Facebook Lead Ad Attribution

      One older feature we still offer is the ability to automatically import your Facebook lead ad leads to your CRM.  This functionality is available for Ontraport if desired. We realize most people have this functionality built into their CRM now, or use Zapier, but the feature is here if you need it.

      Non-Ontraport Sales & Revenue

      If you also have orders happening outside of the ones appearing in your Ontraport account each day, you can authorize another order source from the Setup->Authorizations menu.

      Only authorize additional order sources that have unique orders not already found in your Infusionsoft account.  If you use Stripe to process your Ontraport orders, you do NOT need to authorize Stripe with Wicked Reports, only Ontraport.

      Upsell Orders and Software

      As long as your upsell order & revenue data make it into Ontraport, and you have turned on the Ontraport order integration, there is nothing further to do. If you have an upsell software that is processing orders that do NOT make it into Ontraport, then please discuss it with your Customer Success Rep. to ensure Wicked Reports will work successfully with it.

      Subscription Attribution and Reporting

      If your subscriptions are managed inside of Ontraport, Wicked Reports will detect and chain the subscriptions together.  This allows for accurate, valuable customer lifetime value to be attributed to your marketing efforts.

      Product Attribution and Reporting

      Wicked Reports reports off of the product names that are in your Ontraport account.  You can validate this by going to the Wicked Report's product report.

      Note:  You need to create product IDs and names in Ontraport and then have them attached to customers and invoices at the time of sale.  Without this, Wicked Reports marketing attribution will still work, but the product attribution and product reporting will not .

      Cohort Reporting

      Approximately 1 day after you have integrated Ontraport lead and order data with Wicked Reports, you will have access to powerful cohort customer lifetime value reporting. You can take advantage of these reports before a single click is tracked or attributed!

      Wicked connects the Ontraport CRM lead information with the historical Ontraport sales and revenue data so you can see time to 1st purchase, accumulated customer lifetime value by month, and time to break-even based on cost per lead and cost to acquire the customer.

      Click here for our Complete Guide to Cohort Reporting.

      Gross vs Net Revenue Reporting

      Gross Revenue is the sum of the value of all individual orders, regardless of status.

      Net Revenue is the sum of the value of individual order after the following Order Statuses have been filtered out:

      • Unpaid
      • Void
      • Write Off
      • Refund
      • Partial refund
      • Decline
      • NULL

      Testing & Troubleshooting

      How to add Wicked tracking to Ontraport forms and landing pages

      Verify Wicked Reports Has Your Ontraport Order Data

       **Note: Tagging contacts as a customer is not good enough.  You must create orders inside Ontraport for us to report revenue and ROI.  If you are ONLY tagging contacts as a customer, you will have problems and won't see your revenue.
      To confirm that we are properly pulling your Order Data, you can follow these steps:
       1) Go to Authorizations inside Wicked Reports
      2) Confirm that you have Authorized the correct Ontraport account for pulling Order Data
      3) Open your Ontraport account to any customer and go to the PURCHASES menu option
      5) Confirm that you have orders for the contact in PURCHASE HISTORY.  If your customer does not have any Purchases and you are only tagging contacts as a customer, we cannot report on your revenue and ROI.
      6) In Wicked Reports, go to the UTM Search Report 
      7) Select the ORDER / UTM SEARCH Tab and make sure you are seeing your Order Data
      8) If you DO NOT see Orders during a selected time-frame in which you KNOW you have orders, that means we've not successfully pulled in your orders