Before configuring the integration, install the Roistat tracking code!
Integration of Roistat with Bitrix works the following way: after the client makes an order, the new lead is created in Bitrix24 automatically. Roistat transmits the visit number from the browser cookie roistat_visit to the additional field roistat of this lead.
If the value from the roistat field is accidentally deleted, Roistat will define the source of the visit while loading leads, so the deal will be transferred in the needed marketing channel. If a manager receives an order by telephone, he can ask the promo-code and enter it in the roistat field.
If the lead was created with the help of calls made using the Roistat call-tracking, the lead contains the record of the call that can be monitored by you.
Using this version of Bitrix24, you can also connect the box version of Bitrix24.
If the lead is not marked as a duplicate, Roistat creates a new lead with the information about the client and configured additional fields.
The telephone number is transmitted in the Phone number field when sending the lead.
Log in to Bitrix24 and open the CRM→ Settings → Form and report settings → Custom fields:
Click the Add Field button in the Lead section:
Enter roistat in the Name field and choose the String in the Type dropdown list:
Repeat steps 2 and 3 for the Deal section.
Click the Save button.
The additional field should be named roistat, otherwise, the integration won't work.
If you create a lead manually, you can fill in the roistat field with the data of the source of the lead. The information about the source of the lead will be displayed in Analytics.
To bind the lead to the specified marketing channel, enter the following markers in the roistat field:
Distribute the statuses of the deals by dragging them into the statuses groups and click the Continue button:
Read the instructions of lead creation settings and click the Next button:
Field for filtration: if you have several businesses in one CRM. you can select each business using the filtering field.
Filtration parameter: if the filtering field is empty, only the deals with empty fields will be loaded.
Revenue field: if this field is not chosen, the Revenue will be loaded from the standard CRM field.
First cost field: select the additional deal field for loading Cost. The profit will be calculated automatically.
Profit field: select the additional deal field for loading Profit. The value of this field will be used to automatically calculate the cost.
Send data for marketing analytics: enable this mechanism if you want to send the source data to Bitrix24 marketing analytics.
On this step, you can activate the creation of tasks when creating deals in CRM to make managers work with the incoming leads more effectively.
After enabling this option, set the Time for tasks completion, Task type, and Task text:
Enable the Use the date of sale from the CRM mechanism if you want the date of the sale to be downloaded directly from the CRM:
On this step, you can assign responsible managers for deals:
On this step, you can enable companies to be used as clients in Roistat. By default, Roistat uses contacts as clients.
To activate this option, drag the switcher:
We recommend configuring the transfer of deals to CRM via Roistat. In this case, the deal will be firstly sent to Roistat, and then Roistat will send them to CRM. To learn more about the advantages of this way of leads transfer, read this article.
If you already configured the transfer of leads using the code, you shall fill in the additional field roistat with the value of cookie roistat_visit.
You can receive the value of this cookie using this code:
$roistatVisitId = array_key_exists('roistat_visit', $_COOKIE) ? $_COOKIE['roistat_visit'] : "unknown";