TrueMetriks documentation: ClickFunnels install https://docs.truemetriks.com/platform-installs/clickfunnels/ Generated from the TrueMetriks documentation. Paste the whole of this file into ChatGPT, Claude, Gemini, Cursor or any other AI. I use TrueMetriks, a server-side tracking and conversion attribution platform. It tracks my website visitors, ties every sale back to the ad that produced it, and sends those conversions back to my ad platforms. Help me with this specific task: ClickFunnels install. Install the TrueMetriks tracker on a ClickFunnels funnel (Classic or 2.0) and capture leads, purchases, refunds, subscriptions, and payment plans via webhook. HOW TO GUIDE ME - This file has three parts: THE GUIDE is today's task, BACKGROUND is a prerequisite to confirm with me before you start THE GUIDE, not optional reading, and LINK MAP is the only place a real link comes from. - Ask me ONE thing at a time and wait for my answer before moving on. - At the start of every step, ask me: "do you want the written steps, or the video?" If I pick the video, give me the exact link from the LINK MAP at the bottom and wait until I tell you I have watched it. If I pick the written steps, give them to me from this file. - Only ever give me links that appear in the LINK MAP below. Never invent a URL, never guess an anchor, and if I ask for something that has no link here, say so and point me at https://docs.truemetriks.com/ instead. - Never ask me for my password, my API key, my MCP key, or any card details. You are reading me the steps; I am the one clicking in my own account. - Confirm each step worked before starting the next one. - Keep it short. I am doing this while looking at my screen, not reading an essay. - Everything you need is in this file. You do not need to browse the web. =============================================================================== THE GUIDE: ClickFunnels install https://docs.truemetriks.com/platform-installs/clickfunnels/ =============================================================================== ## 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 VIDEO: How to install TrueMetriks on ClickFunnels 2.0 -> https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-20 ### 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. **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). ### 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) VIDEO: How to install TrueMetriks on Classic ClickFunnels -> https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-classic-10 ### 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. 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). ### 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](https://docs.truemetriks.com/platform-installs/test-your-integration/) for the full walkthrough. Something not firing? See [Troubleshooting](https://docs.truemetriks.com/troubleshooting/common-issues/). =============================================================================== BACKGROUND: CNAME setup https://docs.truemetriks.com/getting-started/cname-setup/ =============================================================================== ## Right after you add your site Right after you [create a site](https://docs.truemetriks.com/getting-started/signup-and-trial/), TrueMetriks shows this. Copy the **Name** and the **Value** into your DNS provider exactly as shown (do not rename them), turn the proxy **off**, save, then come back and click **Verify**. Below are the exact steps for the two most common providers. ## Cloudflare Open your zone, go to **DNS → Records**, and click the blue **Add record** button. In the panel that opens: 1. **Type**: choose `CNAME`. 2. **Name**: paste the **Name** from your dashboard (`haven` in the example). 3. **Target**: paste the **Value** from your dashboard (`run.trmtks.com`). 4. **Proxy status**: turn it **off** so it reads **DNS only** (grey cloud, not orange). 5. Click **Save**. Then go back to TrueMetriks and click **Verify**. ## GoDaddy Open **My Products → Domains**, click your domain, open the **DNS** section, and click **Add New Record**. 1. **Type**: choose `CNAME`. 2. **Name**: paste the **Name** from your dashboard. 3. **Value**: paste the **Value** from your dashboard. 4. Leave **TTL** on the default (1 Hour is fine). 5. Click **Save**. GoDaddy has no proxy toggle, so there is nothing else to switch off. Go back to TrueMetriks and click **Verify**. ## Any other DNS provider Every provider works the same way: add a **CNAME** record, paste in the **Name** and **Value** from your dashboard, turn off the proxy if there is one, then save and click **Verify**. ## If you closed the popup No problem. Until the CNAME is verified, a yellow reminder banner stays pinned to the top of every dashboard page, and the same details live under **Settings → Tracking**. Either one reopens the exact fields above. ## Video guides **Cloudflare** VIDEO: How to add a CNAME on Cloudflare -> https://docs.truemetriks.com/getting-started/cname-setup/#video-guides **GoDaddy** VIDEO: How to add a CNAME on GoDaddy -> https://docs.truemetriks.com/getting-started/cname-setup/#video-guides ## Troubleshooting - Verify still failing after a few minutes? Check that the **Name** and **Value** match your dashboard exactly, with no trailing dots or extra spaces. - On Cloudflare, make sure the record is **DNS only** (grey cloud), not **Proxied** (orange cloud). - Still stuck? See [Troubleshooting → Common issues](https://docs.truemetriks.com/troubleshooting/common-issues/). =============================================================================== BACKGROUND: Test your integration https://docs.truemetriks.com/platform-installs/test-your-integration/ =============================================================================== ## Video walkthrough VIDEO: How to test your TrueMetriks integration -> https://docs.truemetriks.com/platform-installs/test-your-integration/#video-walkthrough ## Quick checklist 1. **Open your live site in an incognito window.** This skips any admin-tracking exclusions and looks like a real visitor. 2. **Browse a few pages.** Click around two or three product or landing pages. 3. **Submit a test form** if you have one (Contact Form 7, WPForms, Gravity Forms, [Typeform](https://docs.truemetriks.com/form-integrations/typeform/), [Calendly](https://docs.truemetriks.com/form-integrations/calendly/), etc). 4. **Place a test order** if you run a store. Most platforms support a sandbox / test mode for this. Use a discount code if you want the order total to be small. ## Where to look in your dashboard Open your TrueMetriks dashboard and click the **green live counter** in the top right of the page header. It opens a tray of every visitor active in the past five minutes. If your incognito browse appears there in real time, the tracker is firing correctly. ## Still not working? Most issues are listed on the [Troubleshooting](https://docs.truemetriks.com/troubleshooting/common-issues/) page - check there first for common causes (CNAME not propagated, tracker blocked by an ad blocker, webhook URL stale, etc.). If Troubleshooting does not solve it, [contact us](https://truemetriks.com/contact) and we will help you debug it. =============================================================================== LINK MAP Use these exact URLs. Anything ending in a # anchor opens on that section or that video. Nothing else is a valid link. Never invent a URL and never guess an anchor. ClickFunnels install The guide ................................... https://docs.truemetriks.com/platform-installs/clickfunnels/ What gets tracked ........................... https://docs.truemetriks.com/platform-installs/clickfunnels/#what-gets-tracked ClickFunnels 2.0 ............................ https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-20 Copy the tracking snippet from your dashboard https://docs.truemetriks.com/platform-installs/clickfunnels/#copy-the-tracking-snippet-from-your-dashboard Open Funnels in ClickFunnels ................ https://docs.truemetriks.com/platform-installs/clickfunnels/#open-funnels-in-clickfunnels Open Funnel Settings ........................ https://docs.truemetriks.com/platform-installs/clickfunnels/#open-funnel-settings Paste the snippet into Head Code ............ https://docs.truemetriks.com/platform-installs/clickfunnels/#paste-the-snippet-into-head-code Open Workspace Settings ..................... https://docs.truemetriks.com/platform-installs/clickfunnels/#open-workspace-settings Open Webhooks ............................... https://docs.truemetriks.com/platform-installs/clickfunnels/#open-webhooks Click Add new endpoint ...................... https://docs.truemetriks.com/platform-installs/clickfunnels/#click-add-new-endpoint Copy the Webhook URL from your dashboard .... https://docs.truemetriks.com/platform-installs/clickfunnels/#copy-the-webhook-url-from-your-dashboard Fill in the endpoint form ................... https://docs.truemetriks.com/platform-installs/clickfunnels/#fill-in-the-endpoint-form ClickFunnels Classic (1.0) .................. https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-classic-10 Open your funnel ............................ https://docs.truemetriks.com/platform-installs/clickfunnels/#open-your-funnel Open Funnel Settings ........................ https://docs.truemetriks.com/platform-installs/clickfunnels/#open-funnel-settings_1 Paste the snippet into Head Tracking Code ... https://docs.truemetriks.com/platform-installs/clickfunnels/#paste-the-snippet-into-head-tracking-code Open Manage Your Funnel Webhooks ............ https://docs.truemetriks.com/platform-installs/clickfunnels/#open-manage-your-funnel-webhooks Click + New Webhook ......................... https://docs.truemetriks.com/platform-installs/clickfunnels/#click-new-webhook Copy the Webhook URL from your dashboard .... https://docs.truemetriks.com/platform-installs/clickfunnels/#copy-the-webhook-url-from-your-dashboard_1 Fill in the webhook form .................... https://docs.truemetriks.com/platform-installs/clickfunnels/#fill-in-the-webhook-form How to test ................................. https://docs.truemetriks.com/platform-installs/clickfunnels/#how-to-test VIDEO, How to install TrueMetriks on ClickFunnels 2.0 https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-20 VIDEO, How to install TrueMetriks on Classic ClickFunnels https://docs.truemetriks.com/platform-installs/clickfunnels/#clickfunnels-classic-10 CNAME setup The guide ................................... https://docs.truemetriks.com/getting-started/cname-setup/ Right after you add your site ............... https://docs.truemetriks.com/getting-started/cname-setup/#right-after-you-add-your-site Cloudflare .................................. https://docs.truemetriks.com/getting-started/cname-setup/#cloudflare GoDaddy ..................................... https://docs.truemetriks.com/getting-started/cname-setup/#godaddy Any other DNS provider ...................... https://docs.truemetriks.com/getting-started/cname-setup/#any-other-dns-provider If you closed the popup ..................... https://docs.truemetriks.com/getting-started/cname-setup/#if-you-closed-the-popup Video guides ................................ https://docs.truemetriks.com/getting-started/cname-setup/#video-guides Troubleshooting ............................. https://docs.truemetriks.com/getting-started/cname-setup/#troubleshooting VIDEO, How to add a CNAME on Cloudflare ..... https://docs.truemetriks.com/getting-started/cname-setup/#video-guides VIDEO, How to add a CNAME on GoDaddy ........ https://docs.truemetriks.com/getting-started/cname-setup/#video-guides Test your integration The guide ................................... https://docs.truemetriks.com/platform-installs/test-your-integration/ Video walkthrough ........................... https://docs.truemetriks.com/platform-installs/test-your-integration/#video-walkthrough Quick checklist ............................. https://docs.truemetriks.com/platform-installs/test-your-integration/#quick-checklist Where to look in your dashboard ............. https://docs.truemetriks.com/platform-installs/test-your-integration/#where-to-look-in-your-dashboard Still not working? .......................... https://docs.truemetriks.com/platform-installs/test-your-integration/#still-not-working VIDEO, How to test your TrueMetriks integration https://docs.truemetriks.com/platform-installs/test-your-integration/#video-walkthrough