Clickfunnels

Set Up Webhooks

Webhooks pull your sales data in real time and should be set up first before importing historical sales data to avoid gaps in your data

1. Log into LTV Numbers

2. In LTV Numbers’ side navigation bar, go to the "Settings" tab

3. Click the "Copy" button for your Webhook URL in the “Clickfunnels Integrations” section. This will be your webhook URL for all of your funnels

4. In a separate browser window or tab, log into Clickfunnels

5. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels

6. Click on a funnel you want to track to open it

7. Click on the "Settings" tab in the upper right

8. Scroll down to the "Webhooks" section and click "Manage Your Funnel Webhooks"

9. Click the "+ New Webhook" button

10. Enter the following information:

    • URL: paste the Webhook URL you copied from LTV Numbers earlier

    • Adapter: "json"

11. Click "Create Funnel Webhook" to create a webhook for this funnel

12. Repeat steps 5-11 for each funnel you want to track

Historical Sales Data

After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data

Export Historical Sales Data From Your Entire Clickfunnels Account

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Sales

2. In the "Showing Sales For" date selector, choose "All Time"

3. Click the "Download Purchases" button. A popup with a progress bar will appear, indicating that Clickfunnels is preparing your historical sales data as a CSV file.

   • Note: this process may take some time to complete

4. To download your historical sales data, either:

   • Wait until the progress bar finishes, then click the "Download" button and save the CSV file to your computer

   • Check your email for the download link and save the CSV file to your computer

Export Historical Sales Data From An Individual Funnel

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels

2. Select the funnel in the Funnels list that you want to export data from

3. Click on the "Sales" tab

4. In the "Showing Sales For" date selector, choose "All Time"

5. Click the "Export to CSV" button. A popup with a progress bar will appear, indicating that Clickfunnels is preparing your historical sales data as a CSV file.

   • Note: this process may take some time to complete

6. To download your historical sales data, either:

   • Wait until the progress bar finishes, then click the "Download" button and save the CSV file to your computer

   • Check your email for the download link and save the CSV file to your computer

Import Clickfunnels Historical Data Into LTV Numbers

1. Follow the instructions for Uploading Data into LTV Numbers to upload your Clickfunnels Sales

Add Funnels

To finalize the connection between LTV Numbers and your funnels, you'll need to add them in LTV Numbers, individually or in a batch

Individually Add Funnels

Use this simple method do add a few funnels, one at a time

1. In LTV Numbers’ side navigation bar, go to the "Settings" tab

2. Click the "Add Funnel" button in the "Clickfunnels Integrations" section

3. Enter the "Funnel Name" and "Funnel URL" for each funnel, both of which can be found in the funnel's Settings tab

   • The "Funnel Name" can be found in the "NAME" field and the "Funnel URL" can be found in the "Share This Funnel URL" field

4. Repeat this process for each funnel

5. To bring in real time sales data for this funnel, create a webhook for this funnel by following the webhook setup instructions here

6. Optional: to load in historical data for this funnel, follow the historical data export instructions for an individual funnel here, then the data ingest instructions here

Batch Add Funnels

Use this advanced method to add several funnels all at once

Page Source Funnels List

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels

2. Scroll to the bottom of the page and set the funnels per page to the maximum number

3. View the page source (right click > view page source or ctrl+u in Chrome-based browsers)

4. Copy the entire page source (ctrl+a, ctrl+c)

   • Note: The page source contains a list of your funnels displayed on this page

5. Paste the page source into a plain text editor such as Notepad or Visual Studio Code

6. Save the page source funnel list to your computer as an .html file by adding ".html" after the filename

7. Repeat the above steps for each page of funnels in the "Funnels" page of your Clickfunnels account

Upload Funnels List

1. Follow the instructions for Uploading Data into LTV Numbers to upload your Clickfunnels Funnels HTML

Optional: Enable Lead LTV Analysis

This step is optional and is only necessary if you want LTV analysis of your leads.

Export Contacts From Clickfunnels

1. In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels

2. Select your lead generation funnel

3. Go to your lead generation funnel's Contacts tab

4. In the "Showing Contacts for" date selector, choose "All Time"

5. Click the "Download Contacts" button. A popup with a progress bar will appear, indicating that Clickfunnels is preparing your historical sales data as a CSV file.

6. To download your historical sales data, either:

   • Wait until the progress bar finishes, then click the "Download" button and save the CSV file to your computer

   • Check your email for the download link and save the CSV file to your computer

7. Repeat the above steps for each of your lead generation funnels

   • Note: Downloading global contacts from Clickfunnels > Contacts will not yield inferior data as it will not contain funnel information

Import Contacts Into LTV Numbers

1. In LTV Numbers' side menu, click "Upload" to get to the Data Uploader

2. Click the "Choose File" button

3. Select the contacts CSV from the previous section and click Next

   • Note: if you have multiple files of the same format, you can multiselect them to upload them all at once. Do not mix formats.

4. Select "Clickfunnels Contacts CSV" in the Data Format selector, then click Next

   • Note: for advanced users with non-standard data formats, create or reuse a previously created custom data format following these instructions.

5. Click Upload to begin the upload process for your file

   • Note: this process may take some time to complete

Clickfunnels Limitations And Notes

• LTV Numbers' reported revenue often does not match Clickfunnels' Funnel Stats. We've seen as much as a 25% discrepancy

  • Clickfunnels Funnel Stats shows gross revenue which does not include refunds while LTV Numbers reports revenue which does include refunds

  • LTV Numbers is based on the real data of Clickfunnels' sales exports. In other words, the funnel stats do not line up with the source of truth

    • To verify for yourself, export a funnels' sales records, total up the revenue, and compare to the funnel stats page

• With subscription products, Clickfunnels will report revenue that's expected from a charge after e.g. a 7 day trial but will report that expected revenue on the day the trial started as if a real payment occurred even if there was no payment. Furthermore, if that trial is cancelled or never actually paid, Clickfunnels will not update the expected revenue. This is one way that Clickfunnels reporting is inaccurate.

  • LTV Numbers data is based on real payments and will process subscription revenue from the platform where the payment actually took place, such as Stripe.

• If there are product names appearing in LTV Numbers' list of funnels, these are from the sales of a deleted funnel

  • To remove the product names, either add the corresponding funnel in LTV Numbers' Settings or contact us to remove them from the funnel list for you

  • This is caused by Clickfunnels' historical data export containing funnel ids but omitting funnel names. Since the product name is all the information available, it is used in place of the funnel name

• Note that Clickfunnels exports do not contain refunds so any historical refunds prior to setup with LTV Numbers (specifically webhooks) will not be reflected in LTV Numbers.

Clickfunnels Limitations with NMI

• When using NMI as a payment processor, much of the metadata from a historical sale is lost and cannot be recovered due to the data structure of NMI and Clickfunnels but is present in webhook data

  • To be more precise, Clickfunnels' historical data exports contain an "Additional Info" field which contains numerous values such as UTMs, standard Clickfunnels values like Clickfunnels affiliate IDs and UVIDs, and perhaps other custom URL parameters. Strangely, the contents and format of this "Additional Info" field vary depending on the payment processor and are entirely missing for NMI. Thus this information is lost.

Clickfunnels Limitations with PayPal

• LTV Numbers must use the Clickfunnels product information because the Clickfunnels PayPal subscription products are not associated with PayPal plans

• PayPal v1 Buttons:

  • LTV Numbers can receive subscriptions if the Clickfunnels 3rd party products are set up properly. See setup instructions here. Be sure to include the Clickfunnels notify url in the PayPal button advanced settings.

  • If you integrate LTV Numbers directly with PayPal in addition to Clickfunnels, transactions through the PayPal v1 button will be duplicated as they will be ingested into LTV Numbers from both PayPal and Clickfunnels.

  • Note that while Clickfunnels supports PayPal v1 buttons, they recommend the PayPal v2 integration.

• For PayPal v2 integrations with a paid trial, the initial payment will be associated with the Clickfunnels funnel, but the subsequent rebills will not because there is no way to tie the rebills to the paid trial.

• For Clickfunnels CSV PayPal subscription lines of historical data, if the subscription ID is prefixed with something other than "I-" (such as "PAYID-") then this is a one-off paid trial payment that needs to be formatted directly. The rebills that come in will not be able to be associated with the funnel.