Articles on: Sales CRM

Sales Reporting - Initial Setup

Configuring your Sales Reporting is an important step when integrating with Platformly. This will allow you to view all your sales metrics across your account, for example, you income on Tracking Links, Emails and Automations, as well as conversions, customer lifetime value and more.

This article will help you with your setup.

1) Connect Your Payment Processor

We support the following Payment Processors and Integrations: ClickBank, PayPal, Paddle, Stripe, WooCommerce and Shopify.

The first thing you need to do is to connect your Payment Processor.

Make sure you follow the instructions provided by our system for a successful connection.

Click here to see how to connect your Payment Processor.

2) Import Your Past Transactions Data

Before importing your past data, it is important to first import all your contacts into our CRM. This will allow the system to match imported transactions with your contacts. If you have already done that, you can skip this step, otherwise click here to see how to import your contacts.

After connecting your Payment Processor, click on the three dot icon on the right hand side and select "Import Sales" as shown in the image below.

Follow the on-screen instructions to import all your transaction types for the past period.

Import Payment Processor Transactions -

3) Install Your Tracking Code

You Platformly Tracking Code is unique and project-specific. This code allows you to track your contacts across your funnels and more.

In order for the Sales Reporting tracking to work properly, it is crucial to have it installed at least on 2 pages.

Your Home Page
Your Thank You Page (a page where the user is redirected after a successful payment)

Please click here to learn how to install your Project Code.

After installing your code, confirm that it is properly installed and exists as shown in the article above.

4) Custom Parameter Setup

In order to properly track your Sales Reporting, additional setup may be required based on the Payment Processor you are using.


By default on the Thank You page ClickBank sends a _GET parameter "cbreceipt".
You do not need to make any changes, just make sure that the parameter exists after a successful payment.


Our system expects a _GET parameter "checkout" to be parsed on the Thank You page.
By default this parameter is included in the Paddle.js Checkout Code.


Our system expects a _GET parameter "receipt" to be parsed on the Thank You page.
With the newest Stripe changes, the best approach, after a successful payment, is to call the Stripe API and fetch the transaction ID (receipt) then redirect to the Thank You page.

WooCommerce and Shopify

Our system connects the dots automatically, so there is no need for any setup for these integrations.

5) Test Your Sales Reporting Setup

Once the tracking code is installed, your payment processor(s) connected, and your data is flowing into Platformly, it’s important to test your setup to make sure everything is working together.

How can you test your setup?

Essentially, you’ll want to go through every step of the setup that your visitor will hit.

From clicking an ad to landing on your offer page, opting in and making a purchase.

Updated on: 28/09/2021

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