Clickfunnels
Last updated
Last updated
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
In LTV Numbers’ side navigation bar, go to the "Settings" tab
Click the "Copy" button for your Webhook URL in the “Clickfunnels Integrations” section. This will be your webhook URL for all of your funnels
In a separate browser window or tab, log into Clickfunnels
In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
Click on a funnel you want to track to open it
Click on the "Settings" tab in the upper right
Scroll down to the "Webhooks" section and click "Manage Your Funnel Webhooks"
Click the "+ New Webhook" button
Enter the following information:
URL: paste the Webhook URL you copied from LTV Numbers earlier
Adapter: "json"
Click "Create Funnel Webhook" to create a webhook for this funnel
Repeat steps 5-11 for each funnel you want to track
After setting up webhooks to pull in real time sales data, import your past sales for a complete picture of your data
In Clickfunnels’ top navigation bar, go to Clickfunnels > Sales
In the "Showing Sales For" date selector, choose "All Time"
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
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
In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
Select the funnel in the Funnels list that you want to export data from
Click on the "Sales" tab
In the "Showing Sales For" date selector, choose "All Time"
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
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
Follow the instructions for Uploading Data into LTV Numbers to upload your Clickfunnels Sales
To finalize the connection between LTV Numbers and your funnels, you'll need to add them in LTV Numbers, individually or in a batch
Use this simple method do add a few funnels, one at a time
In LTV Numbers’ side navigation bar, go to the "Settings" tab
Click the "Add Funnel" button in the "Clickfunnels Integrations" section
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
Repeat this process for each funnel
To bring in real time sales data for this funnel, create a webhook for this funnel by following the webhook setup instructions here
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
Use this advanced method to add several funnels all at once
Page Source Funnels List
In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
Scroll to the bottom of the page and set the funnels per page to the maximum number
View the page source (right click > view page source or ctrl+u in Chrome-based browsers)
Copy the entire page source (ctrl+a, ctrl+c)
Note: The page source contains a list of your funnels displayed on this page
Paste the page source into a plain text editor such as Notepad or Visual Studio Code
Save the page source funnel list to your computer as an .html file by adding ".html" after the filename
Repeat the above steps for each page of funnels in the "Funnels" page of your Clickfunnels account
Upload Funnels List
Follow the instructions for Uploading Data into LTV Numbers to upload your Clickfunnels Funnels HTML
This step is optional and is only necessary if you want LTV analysis of your leads.
In Clickfunnels’ top navigation bar, go to Clickfunnels > Funnels
Select your lead generation funnel
Go to your lead generation funnel's Contacts tab
In the "Showing Contacts for" date selector, choose "All Time"
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.
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
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
In LTV Numbers' side menu, click "Upload" to get to the Data Uploader
Click the "Choose File" button
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.
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.
Click Upload to begin the upload process for your file
Note: this process may take some time to complete
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.
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.
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.