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How do I set up cross-device tracking?


Cross-device tracking is an excellent way for you to keep track of potential customers that sign up to your list on one device, but then make the purchase another time on another browser and device.

If you rely on email followups to drive your sales cycle, then setting up cross-device tracking is critical to getting the most accurate stats possible in order to scale your traffic and optimize your business.

Select the tab with the tracking method of your choice to learn how to set up cross-device tracking:



Consider the following scenario – a user clicks your Campaigns link and opts-in to your list on their mobile device, then a week later they receive an email from you on their desktop computer, click a link in the email and make a purchase.

Without cross-device tracking they would be treated as a new user, since they originally clicked your ad on their mobile device, and there would be no way to attribute that sale to the ad that generated the customer.

Setting up cross-device tracking with Campaigns is fairly simple and just requires that you follow the five steps we have outlined below. 
 
 
Caution: Cross-device tracking is available on the Standard and Pro plans, for Campaigns, Tracking Links and Rotators. Do not attempt to set it up if you are not on either of these plans as it will lead to inaccurate stats.
 




Step 1 – Set Up Your ClickMagick Campaign

The first step when setting up ClickMagick Campaigns cross-device tracking is to… create the actual Campaign.

So if you haven't already, take a look at this article and get set up first before proceeding:

How do I get started with ClickMagick?


The most important thing to do here is to add the ClickMagick conversion tracking code to all the pages you control.


Step 2 – Create a Custom Form Field

First, you have to create a custom form field in your autoresponder to store a visitor's unique visitor ID in.



If your autoresponder isn’t listed above, just search for “How to create a custom form field” in the autoresponder knowledge base or contact their support.


Step 3 – Create the Custom Form

Now that you’ve created the custom field, you’re ready to create the actual form that will contain it.



This step is the most important and technical part of cross-device tracking, so if you’re not able to find “How to create a plain HTML form" in the autoresponder knowledge base, reach out to their support.

When adding the “Thank You page URL”, you might be doing one of three things:
 
1.    If you’re taking people to a page with the Campaigns conversion tracking code on it, then simply enter the URL of that page as the “Thank You page URL”.
 
2.    If you’re taking people straight to the affiliate offer that you have no control over using the raw affiliate link, simply add the parameter used by the network with [cmc_vid] added to the end of it.

For example if your ClickBank affiliate link is:

https://youraffiliatelink.clickbank.net

Then your updated URL that you would enter as the “Thank You page URL” would be:

https://youraffiliatelink.clickbank.net/?tid=[cmc_vid]
 
3.    If you’re taking people straight to the affiliate offer that you have no control over using a tracking link, then simply enter your tracking link, but add the network parameter and [clickid] to the end of the primary URL.

So if your ClickBank affiliate link looks like:

https://youraffiliatelink.clickbank.net

Then you would add the Click ID to the end of this link using the ClickBank tid parameter, so your updated primary URL would look like:

https://youraffiliatelink.clickbank.net/?tid=[clickid] 

And the tracking link that you would enter as your “Thank You page URL” would look like:

https://link-domain.com/special-offer/


Step 4 – Add the Custom Form to Your Page Builder

Now that you created your custom form, you need to paste it into your landing page/funnel builder.

Note that some landing page/funnel builders already have a built-in autoresponder integration, while with others, we need to use our custom HTML form. So if you see an existing integration in one of the videos below, and you don’t know how to set it up, simply type in “How to integrate [my autoresponder] with [my landing page builder]” into either knowledge base and you should be able to set it up in a few minutes.







If your page builder isn’t listed above, just search their knowledge base or contact their support and ask “How to add a custom HTML form”. The solution will be to either use the built-in API, use an HTML widget, or integrate using a third-party app called Zapier.
 

Step 5 – Use this custom field when sending out emails

Now that you’ve created the form, you’re ready to start collecting emails and sending out autoresponders!
 
 
Note: If you’re using tracking links when sending out emails, make sure you have a secure custom tracking domain first by following this article since we don’t allow the use of the generic www.clkmg.com tracking links in emails:

How do I set up a secure custom tracking domain?


Every new subscriber should get a number assigned to them for the new custom field you created. You need to be able to populate this field when sending out emails so that the number can be traced back to the tracking link that was clicked on to properly attribute the sale.



With GetResponse, that’s done by having two square brackets before and after the name of the custom field you created.

If you recall step 3, the name for our field was “cm_camps_cross_device”.

So if you’re sending traffic straight to an affiliate offer link for example, you’d have to add this custom field at the end:

https://youraffiliatelink.clickbank.net/?cmc_vid=[[cm_camps_cross_device]]



Consider the following scenario – a user clicks your tracking link and opts-in to your list on their mobile device, then a week later they receive an email from you on their desktop computer, click a link in the email and make a purchase.

Without cross-device tracking they would be treated as a new user, since they originally clicked your ad on their mobile device, and there would be no way to attribute that sale to the ad that generated the customer.

Setting up cross-device tracking with tracking links is similar to Campaigns, with an added step. The following six steps we have outlined below should walk you through the process.
 
 
Caution: Cross-device tracking is available on the Standard and Pro plans, for Campaigns, Tracking Links and Rotators. Do not attempt to set it up if you are not on either of these plans as it will lead to inaccurate stats.
 



 
Step 1 – Pass the Tracking Link Visitor ID to Your Opt-In Page

The first step is to pass a unique Tracking Link Visitor ID to your opt-in page through the Primary URL of your tracking link.

Click the Tools menu  next to the Primary URL and select “Add Cross-Device Tracking Token” to create or edit a tracking link. Be sure to save your tracking link.

 


This token will pass the Tracking Link Visitor ID to your opt-in without affecting your link, website or anything else.


Step 2 – Add the cmtools.js JavaScript Code to Your Opt-In Page
 
Add the following JavaScript code to your opt-in page. This code will grab the Visitor ID that you passed to the page in the previous step, and allow you to pass it to your autoresponder or CRM in the next step …

 

Most page builders have some method of adding JavaScript to your page. The popular ClickFunnels Page Builder, for example, allows you to insert Tracking Code in the “head” or the “footer” of the page. You can put the code anywhere on the page and it'll work fine.
 
 



Step 3 – Create a Custom Form Field

Next, you have to create a custom form field in your autoresponder to store the Visitor ID.



If your autoresponder isn’t listed in the videos above, just contact your autoresponder’s support desk or search their knowledge base for “How to create a custom form field”.

 
Step 4 – Create the Custom Form

Now that you have created the custom form field, you’re ready to create the actual form that will contain it.



This is the most important and technical part of cross-device tracking, so if you can't find “How to create a plain HTML form” in your autoresponder's knowledge base, reach out to their support.

When adding the “Thank You page URL” to your form, you might be doing one of three things:
 
1.    If you’re taking people to another page in your funnel, then simply enter that page URL as the “Thank You page URL”, whether you're using a tracking link or the raw link. It’s important to add the JavaScript code from Step 2 to this page of your funnel.
 
2.    If you’re taking people to your affiliate link and you’re tracking sales using tracking pixels, you can simply add the tracking link or raw affiliate link as the “Thank You page URL”.
  
3.    If you’re taking people to your affiliate link and you’re tracking sales using a postback URL, then you need to create a tracking link with your affiliate link as the primary URL and append the postback parameter used by the network.

So if your ClickBank affiliate link looks like:

https://youraffiliatelink.clickbank.net

Then you would add the Click ID to the end of this link using the ClickBank tid parameter, so your updated primary URL would look like:

https://youraffiliatelink.clickbank.net/?tid=[clickid] 

And the tracking link that you would enter as your “Thank You page URL” would look like:

https://link-domain.com/special-offer/


Step 5 – Add the Custom Form to Your Page Builder

Now that you’ve created your custom form, you need to add it to your page builder.

Note that some page builders already have built-in autoresponder integration, while with others, you’ll need to use your custom HTML form.

So if you see an existing integration in one of the videos below, and you don’t know how to set it up, simply type in “How to integrate [my autoresponder] with [my page builder]” into the knowledge base for your autoresponder or page builder and you can get set up in a few minutes.





 

If your page builder isn't listed above, just search their knowledge bases or contact their support desk and ask “How do I add a custom HTML form”.

The solution will be to either use the built-in API, use an HTML widget, or integrate using a third-party app called Zapier.
 

Step 6 – Use the Custom Field When Sending Out Emails

Now that you’ve created the form, you’re ready to start collecting emails and sending out autoresponder messages.
 
 
Note: When sending out emails, you must use a secure custom tracking domain since we don’t allow the use of the generic www.clkmg.com tracking links in emails. You can learn about secure custom domains here:

How do I set up a secure custom tracking domain?


Each subscriber is assigned a unique number which is stored in the new custom field you created. You need to insert this unique number in your email messages so that sales can be properly attributed to the tracking link that was clicked on.



With GetResponse, that’s done by having two square brackets before and after the name of the custom field you created.

If you recall Step 3, the name for our field was “cm_links_cross_device”.

So if you’re using a tracking link, you'd have to add this custom field at the end:

https://link-domain.com/special-offer/?clk_vid=[[cm_links_cross_device]]

If you also want to track Postback URL sales, remember to add the [clickid] to the end of your primary URL for this tracking link.

 

If you sell email traffic, you’ll probably find that implementing cross-device tracking can literally increase the number of unique clicks you can generate by up to 25% or more – from the same users. This will increase your revenue and it’s “free money” straight to your bottom line.

Setting up cross-device tracking with Rotators is very similar to Tracking Links. The difference is that users must first pass through one of your rotators before they opt-in to your list. 

If you’re already using rotators, this may require a change to your set up. For example, if you currently use a Tracking Link to redirect users to your opt-in page, you’ll probably want to use a Rotator instead.

Another option, which should be a relatively seamless addition to what you’re already doing, is to use a Tracking Link that redirects to a Rotator that redirects to your opt-in page. This gives you the benefits of tracking links, while also allowing cross-device tracking for your rotators – which should help you to generate significantly more unique clicks from your existing traffic.

Just follow the steps listed below and you’ll get cross-device tracking set up with your rotators in no time. 
 
 
Caution: Cross-device tracking is available on the Standard and Pro plans, for Campaigns, Tracking Links and Rotators. Do not attempt to set it up if you are not on either of these plans as it will lead to inaccurate stats.





Step 1 – Pass the Rotator Visitor ID to your opt-in page

The first step is to set up a Rotator to be used only for this purpose, and add a single URL to the rotator that leads to your opt-in page. When adding or editing the URL simply click the Tools menu  next to the URL, select “Add Cross-Device Tracking Token”, and be sure to save the URL.

This will pass the Rotator Visitor ID to your opt-in page without affecting your site or anything else.


Step 2 – Add the cmtools.js JavaScript code to your opt-in page
 
Add the following JavaScript code to your opt-in page. This code will grab the Visitor ID that you passed to the page in the previous step, and allow you to pass it to you autoresponder or CRM in the next step ...

 

Most Page Builders have some method of adding JavaScript to your page. The popular ClickFunnels Page Builder, for example, allows you to insert Tracking Code in the “head” or the “footer” of the page. Most Page Builders have a similar option. You can put the code anywhere on the page and it will work fine.


Step 3 – Pass the Rotator Visitor ID to your autoresponder or CRM

Next you’ll want to add a hidden custom form field to your opt-in or any other form, and set the value using the Rotator [rot_vid] token, which is available on any page where you’ve added the cmtools.js JavaScript code.

Each autoresponder and CRM is a bit different so we can’t tell you exactly how to do this, but they all generally work the same way and have instructions on their websites.

For example with AWeber, this page explains how you’d add the hidden form field:
 
For example if you set up a custom field in AWeber called rot_vid then the code you’d add to your form would look like this:

<input type="hidden" name="custom rot_vid" value="[rot_vid]" />

With this line in place, when the form is submitted the [rot_vid] token will be replaced with a unique Rotator Visitor ID that will then be stored along with your subscriber details in your autoresponder or CRM.

To find instructions for your autoresponder or CRM, simply Google “NAME OF SERVICE hidden custom form field” and you should find what you need. If not, simply contact their support and ask how you can add a hidden custom field to your form.


Step 4 – Include the Rotator Visitor ID value in the links in your emails

Now that each of your subscribers has a corresponding Rotator Visitor ID, the final step is to make sure to include this value in a special parameter at the end of the rotator links in your emails.

By doing this, when the user clicks a rotator link in your email ClickMagick will recognize them even if they are using a different IP address on a different device with a different browser.

The way you do this is by using another token or placeholder provided by your autoresponder or CRM.

Once again using AWeber as an example, if you stored the value in a custom AWeber field called rot_vid then the token you’d use with AWeber is {!rot_vid}.

So for example if you have a link in your email that normally looks like this:

https://rotator-domain.com/special-offer/

Then you’d simply want to change it to this:

https://rotator-domain.com/special-offer/?rot_vid={!custom rot_vid}

Here’s the page that describes all of the tokens available in AWeber and how to use them. For any other autoresponder or CRM simply Google “NAME OF SERVICE custom field token” and you should find what you need, or you can always reach out to their support.
 

Congratulations!

You have successfully set up cross-device tracking. Now ClickMagick can track your users across any and all devices that they use, your stats will be as accurate as possible, and you’ll make more money.


Article 490 Last updated: 05/31/2020 10:35:16 AM
https://www.clickmagick.com/kb/?article=490