Hubspot UTK Tracking with Unific

Unific's tracking script will pair the order data to the Hubspot UTK token.

  • Hubspot tracks all of your anonymous web visitors with a special tracking cookie.
  • Unific will pair and sync the customer's name, email, and all other purchase data with the Hubspot tracking cookie at the time of purchase.
  • Hubspot alone has no way of pairing that tracking cookie with the respective customer so you need Unific's software to make that data available.

When an order is placed, Unific will create a "'Unific Tracking Form"and pair it with the Hubspot UTK token in which it belongs. This means that we identify the individual that made the purchase, correlate any previous cookies that Hubspot detected from your site (which are stored on Hubspot's back-end), and associate them to the Hubspot contact record for you to view. Any of the other forms not labeled "Unific Tracking Form" are not tracked by us. You would need to contact Hubspot directly to find out about those other various forms.

 

Here are instructions on how to check whether the contact record in Hubspot is showing the tracking data:

Step-by-step guide on how to install the Hubspot Tracking Code

  1. Create an account with Unific
  2. Connect your Store & Hubspot portal to Unific
  3. After successful connection you can track users by installing the Hubspot tracking code.
  4. Depending on your portal the tracking code may be located in either:
    1. Hubspot->Settings->Tracking code
    2. Hubspot->Settings->Reports->Tracking code
  5. Copy the tracking code and follow the respective instructions based on your cart.

For Shopify Users:

Copy the Tracking code using the instructions above

1.ShopifyAdmin->Online Store->Themes->Actions->Edit Code->Layout.
2.Open the theme.liquid File.
3.Paste this tracking code just before the </body> tag & Save.

 

For Woocommerce Users:

1. Copy the Tracking code using the instructions above

2.Go to the Appearance->Theme Editor->Classes->Main Index Template->Open index.php file->Paste the code.

 

For Magento Users:

Copy the Tracking code using the instructions above

1. Login to Magento2 Admin.

2. Click on Content → Pages in menu.



3. Select Home page and select Edit from the actions drop down.

 

4. Click on Content

 

5. Select Edit HTML Source (HTML).

 

6. Paste the embed code at the bottom of the page.

 

7. Click on the Update button

 

8. Click on the Save Page button

========================================================

Here's a screenshot of how the form will be listed in your Marketing -> Contacts -> Forms section of HubSpot
Notice the form will have no "Views": we're automatically submitting this form on your customer's behalf through the API to stitch their profile data together, so your customers will never see this web form.

For more information on Hubspot UTK tracking and cookies, please refer to their documentation: 

https://knowledge.hubspot.com/articles/kcs_article/reports/what-cookies-does-hubspot-set-in-a-visitor-s-browser


Frequently asked questions:

Q: Why does the Unific Tracking Form sometimes appear multiple times on the contact record?

A: Every time an order's status is updated, it is notated on the contact record. For example: if an order is pending, then moves to paid and then to a completed status, you may see the activity 3 times.

 

Next up: Sync History