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Attribution & Campaign Tracking — Define Where + How We Track

Complex ·ClickUp: in progress ·Open in ClickUp ↗ ·Updated 2026-09-17
What this task isAudit how Hyros is installed and configured across Top Rep's funnels and revenue sources, then document attribution model, manual transaction process, campaign tagging ownership, and reporting responsibilities. Multiple open questions require answers from Noah and other stakeholders before decisions can be made.
The Request

What This Is

Hyros is now connected to Top Rep's systems but there's no single source of truth for how it's set up, what it tracks, and how to use it consistently across campaigns. This task is to figure out and document that.

Questions to Answer

Setup

Which funnels currently have the Hyros script installed? Which funnels still need it? (Jet was going to add it to Flight School — confirm done) Is the new website going to have it when it launches? Is Hyros connected to GHL calendars? (Noah said yes — verify)

Revenue tracking

Authorize.net is auto-connected — confirm this is pulling correctly What's the process for the 4–6 manual transactions per month that don't go through Authorize.net? (Facebook payments, Unique Genius, etc.) — Noah suggested manual CSV import or manual add Who owns doing that import and how often?

Attribution

What attribution model are we using — first touch, last touch, or linear? How do we handle contacts who came in through multiple campaigns? Noah mentioned being able to see customer journey down to the ad creative — who's responsible for reviewing this?

Campaigns

Does every campaign need a Hyros campaign tag set up before launch? Who sets that up — Paul or Noah? What happens if a campaign launches without a tag?

Dashboards

Noah is setting up dashboards — what are the key reports we want always visible? Who has access? (Noah added Jet and Chuck — confirm Ashley and Mike are added)

Output Needed

Once answers are gathered, create one of the following (decide which):

A standing ClickUp doc in Toolbox — "Hyros Setup + Attribution Rules" A section in the Campaign Template under Hyros Tracking Both

The campaign template already has a placeholder Hyros Tracking section — this task is to fill it in with real rules so every future campaign follows the same process.

Who to Talk To

Noah — owns Hyros setup, dashboards, attribution strategy Paul — owns script installation on funnels Ashley — owns revenue tracking, manual transactions Jet — owns campaign template and documentation

Due 2026-09-30

Build Plan

Not planned yet.

Accomplishment Report

Not built yet.

Compiled by Dispa · Top Rep Training