Checkout funnels

Pick this if your landing page and your checkout sit on different hosts, and attribution dies somewhere between them. When you finish, the campaign that produced the first landing view is still attached after the checkout, the upsell, and the refund.

Before you start

List every host the customer touches: landing, checkout, upsell, thank-you.
Decide which system is authoritative for orders, refunds, rebills, chargebacks, and cancellations.
You can edit every funnel page.

The path

Step	Do this	Page
1	Install the snippet on the landing page and every funnel step	Install web tracking
2	For CheckoutChamp, use the Global Head Script from Sources	CheckoutChamp revenue
3	List your funnel hosts in the `CheckoutChamp bridge` field	Cross-domain tracking
4	Create every Export Profile the source screen lists	CheckoutChamp revenue
5	Create one conversion rule for the first paid order	Conversion delivery

Do not add a second Datalyr install on a CheckoutChamp page that already carries the Global Head Script. Two instances double every event and split the journey.

What crosses the host boundary

A cookie set on acme.com is unreadable on pay.acmefunnel.com, so we bridge the two by email address rather than a link parameter.

Bridge	Works between
The root-domain cookie	Subdomains of one registrable domain
The email bridge	Any two hosts, over a 90-day window

Setting the CheckoutChamp bridge field turns Auto-capture email on by default. Email capture must work on both the landing page and the checkout page, or the bridge has nothing to match.

Create every lifecycle profile

Create all five Export Profiles. Each one keeps a different number honest, and a missing profile leaves that number wrong for good.

Profile	Keeps accurate
Purchase	Gross revenue
Refund	Net revenue
Chargeback	Net revenue
Recurring payment	Lifetime value
Cancellation	Active subscription count

Verify

Open the landing page in a private window with ?utm_source=funneltest.
Complete the base order with a test email address.
Accept one upsell.
Open Conversions and find the order.
Confirm utm_source reads funneltest.
Confirm the order ID, value, and currency.
Refund the test order.
Confirm net revenue falls.

When it doesn’t work

Symptom	Cause	Fix
The order has no campaign	The email bridge had no email on one side.	Confirm `Auto-capture email` is on. Confirm the landing form captures an email.
Revenue is doubled	Two installs run, or one Export Profile is duplicated.	Keep one install per page and one profile per event.
Net revenue never changes	The Refund, Chargeback, or Cancellation profile is missing.	Create the missing profiles.
An upsell posts the full order total	The platform sent the cumulative amount.	Map the upsell profile to the incremental amount.
The first funnel step has no pageview	The snippet sits below the fold or after a redirect.	Put it in `<head>` on the first page.

CheckoutChamp revenue: the exact source configuration.
Cross-domain tracking: what carries across a host boundary.
Refunds: how Datalyr calculates net revenue.

Ecommerce

SaaS

Mobile

Health & wellness

Creators

Lead generation

Before you start

The path

What crosses the host boundary

Create every lifecycle profile

Verify

When it doesn’t work

Next

​Before you start

​The path

​What crosses the host boundary

​Create every lifecycle profile

​Verify

​When it doesn’t work

​Next

Before you start

The path

What crosses the host boundary

Create every lifecycle profile

Verify

When it doesn’t work

Next