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How to integrate ClickFunnels Actionetics for Lead Attribution and Email Tracking.

The process for integrating Actionetics and Wicked Reports.

  1. About This Integration
  2. Email UTM Tagging
  3. What This Means For You
  4. Integration Steps
  5. What Happens Next After Integration
  6. How to Verify Your CRM Data
  7. Email Last Click ROI Tracking & Reporting
  8. Historical Tracking Data Pre-Wicked
  9. Facebook Lead Ads - Attribution, and CRM Import


About This Integration

Integrating Actionetics to Wicked Reports sends your new leads from Actionetics 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.

Email UTM Tagging

Using Actionetics 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

  • Actionetics leads get retrieved each day by Wicked Reports and attributed against clicks and sales.
  • After manual UTM tagging of your emails is complete, Wicked can attribute sales back to your individual emails when credit is deserved.
  • Wicked can generate Cohort Analysis reporting between your Actionetics leads and your shopping cart & order system revenue.

Integration Steps

Setting up Actionetics to work with Wicked Reports requires Two Tasks.
  1.  The first task is to export all of your contacts out of Actionetics in a CSV file and send them to us so we can import them into Wicked Reports.
  2. The second task is to integrate all of your funnels inside ClickFunnels with Wicked Reports using Webhooks.
Setting up your funnels to work with Wicked Reports will automatically add contacts to Wicked Reports so you'll only need to send us ONE contact CSV file.
Each funnel setup/integration needs to be repeated for each funnel you have inside Click Funnels, but you only need to send us your contact CSV file once.

Log into your Click Funnels Account.
Hover over the Actionetics tab and then click on "Contacts"


Once you reach the "Contacts" page, select "All Time" from the drop-down menu shown below.


Once you have "All Time" selected as your date range, click on "Download Contacts"


After you click "Download Contacts" you'll be taken to this page below. Once there click "Download"


Once you've downloaded your CSV file, log into your Wicked Reports account and go to the "EXTRAS -> Contacts Upload" page.
When you land on that page, simply drag and drop your Contact CSV file. 


Step 1:
The first step is to copy your "Webhook URL"
To do this, log into your Wicked Reports account and go to "Setup -> Authorizations"
From here, you'll be able to copy your Webhook URL.


Step 2:
Once you have your "Webhook URL," you need to log into your Click Funnels/Actionetics account and click on "Funnels."



On the Funnels page, please select the first funnel you'd like to integrate with Wicked Reports. You'll need to do this process for each one of your funnels.

We're going to setup the "Test Funnel" 


Once you've selected the funnel you want and are on the funnel page, please click the "Settings" button.


Scroll down to "Webhooks" and click Click "Manage Your Funnel Webhooks"


Once you've clicked on "Manage Your Funnel Webhooks", click "+ Webhooks" to add a new webhook.


You'll be taken to this page:

Screen Shot 2020-02-10 at 8.30.10 AM

Once here, please fill in the following fields with the information below:

Paste in your Webook URL that you got from our support staff in the "URL" field.

The URL should look something like this: https://api.wickedreports.com/webhook/JohnsCompany/ClickFunnels

Paste that URL in the "URL" field.


Click the "event" field and select: 

Leave at "1"

Change this to "json" from the drop down menu.

Your finalized webook should look similar to this, with the only difference being your unique Webhook URL.

      Click "Create Funnel Webhook"

          You're done integrating this funnel with Wicked Reports.

      **NOTE** Please setup all of your other funnels using the exact same process listed above. 

      What Happens Next

      After setup is complete, it is important to import all existing leads you have captured prior to setup.  You can import this file via CSV:  https://help.wickedreports.com/manual-contact-upload-with-csv

      If you have any issues or questions, email support@wickedreports.com, we can import the file for you if you need help. 

      The existing lead import 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 Actionetics 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 Actionetics 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 Actionetics 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 Actionetics 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.