ClickFunnels install

What gets tracked

ClickFunnels needs two pieces: a tracking snippet in your funnel head (PageView and InitiateCheckout) and a webhook in your ClickFunnels account (Lead, Purchase including every recurring subscription and payment-plan charge, and Refund). Both ClickFunnels versions use the same setup and the same Webhook URL, so skip to the version you use below.

ClickFunnels 2.0

Copy the tracking snippet from your dashboard

In your TrueMetriks dashboard, go to Settings > Tracking, pick the ClickFunnels tile, and click Copy on the Tracking snippet.

<script async src="https://q.yourdomain.com/t/s-cf/abcd1234.js"></script>

Checkout URL pattern. By default the tracker fires InitiateCheckout whenever the page URL contains the word checkout, so make sure your checkout step has checkout in its URL. If you use a different word (order, cart, payment, etc.), change the value in the Checkout URL pattern field on this card and click Save.

Open Funnels in ClickFunnels

In ClickFunnels, click Funnels in the left sidebar. On the Funnels page, click the funnel you want to track.

Open Funnel Settings

Once you are inside the funnel, click the gear icon in the top right corner. That opens Funnel Settings in a side panel.

Paste the snippet into Head Code

In the Funnel Settings panel, scroll to Head Code, paste the Tracking snippet you copied earlier, then click Save.

Repeat this on every funnel you want tracked. ClickFunnels 2.0 head code is scoped per-funnel, not workspace-wide.

Open Workspace Settings

To capture leads, purchases, and refunds you also need to install a webhook. In the ClickFunnels 2.0 left sidebar, scroll to the bottom and click Workspace Settings.

Open Webhooks

Inside Workspace Settings, scroll the menu and click Webhooks near the bottom.

Click Add new endpoint

You land on the Webhooks endpoints page. Click Add new endpoint to open the endpoint form.

Copy the Webhook URL from your dashboard

Before filling the endpoint form, jump back to your TrueMetriks install card and copy the Webhook URL (the second value on the card, under the tracking snippet).

<script async src="https://q.yourdomain.com/t/s-cf/abcd1234.js"></script>

Fill in the endpoint form

Back in ClickFunnels, fill the endpoint form in this order:

1. Name - call it TRUEMETRIKS PURCHASE TRACKING (or anything you will recognize later).
2. URL - paste the Webhook URL you just copied.
3. Event types - pick the three events TrueMetriks needs: contact.created, orders/invoice.paid, and orders/invoice.refunded.
4. Endpoint scopes > Funnels - pick the funnel (or funnels) you want this endpoint to fire on. Leave Pages empty.

Click Create endpoint at the bottom.

ClickFunnels Classic (1.0)

Open your funnel

In the top navigation click Click Funnels. From the Funnels list click the funnel you want to track.

Open Funnel Settings

Inside the funnel, click the SETTINGS tab in the top right of the funnel toolbar.

Paste the snippet into Head Tracking Code

The code you need is the Tracking snippet on your TrueMetriks install card - the same snippet you would use for CF 2.0.

<script async src="https://q.yourdomain.com/t/s-cf/abcd1234.js"></script>

Copy that snippet, then on the funnel Settings page scroll down to Head Tracking Code, paste it in, and click Save Funnel Settings at the bottom of the page.

Open Manage Your Funnel Webhooks

Stay on the same Settings page and scroll further down to the Webhooks block. Click Manage Your Funnel Webhooks.

Click + New Webhook

On the Active Funnel Webhooks page, click + New Webhook in the top right.

Copy the Webhook URL from your dashboard

Before filling the form, jump back to your TrueMetriks install card and copy the Webhook URL (the second value on the card, under the tracking snippet).

<script async src="https://q.yourdomain.com/t/s-cf/abcd1234.js"></script>

Fill in the webhook form

Back in ClickFunnels, fill the New Funnel Webhook form in this order:

1. URL - paste the Webhook URL you just copied.
2. Event - keep All Events (simplest). If you prefer to subscribe explicitly, the minimum needed is contact_created and purchase_created. Refunds and recurring charges come through purchase_updated, which is included in All Events.
3. Version - 1
4. Adapter - attributes

Click Create Funnel Webhook at the bottom.

Classic ClickFunnels scopes webhooks per-funnel. If you have multiple funnels, repeat these steps on each one - paste the same Webhook URL every time.

How to test

After installing the snippet (and the webhook), the next step is verifying everything is firing correctly. See Test your integration for the full walkthrough.

Something not firing? See Troubleshooting.