Webhook Rules & Destination Webhooks Explained

Sometimes a single webhook receives data for many different products, plans, or events.

If every conversion is recorded by the same webhook, you can only see the combined results in your reports.

Webhook Rules solve this by allowing you to filter incoming webhook data.

Each webhook only records the events that match the conditions you define, allowing you to track products, plans, form answers, or any other data your system sends separately inside Visiopt.

 

How Webhook Rules Work

Every webhook rule consists of three parts.

Field

The Field is the piece of information you want Visiopt to evaluate.

For example:

• Product ID
• Membership Plan
• Purchase Type
• Form Answer
• Customer Type

Condition

The Condition tells Visiopt how to compare that information.

For example:

• Equals
• Includes
• Excludes
• Greater Than
• Less Than

Value

The Value is what you want the selected field to match.

For example:

• Field: Product ID
• Condition: Includes
• Value: Product 1

When a webhook is received, Visiopt checks the selected field.

If it matches the rule you've created, the webhook records the conversion.

 

Before You Create Rules

The available fields are automatically detected from the webhook data your cart, form, or CRM sends to Visiopt.

Because of this, you should first send at least one webhook from your system.

Then click Update Detect Fields to automatically retrieve the available fields from the webhook payload.

 

Creating Rules

For each rule, select:

• A Field
• A Condition
• A Value

You can create rules using any information your system sends.

When you're finished, click Save and Generate Webhook URL.

Your webhook will now record only the events that match the rules you've configured.

 

What If You Need More Than One Filter?

Sometimes you'll want to separate multiple types of conversions.

For example:

• You sell five different products and want reporting for each product separately.
• You want to track Main Orders separately from Upsells.
• You want to see:
  - Total Sales
  - Main Orders Only
  - Upsells Only

Separately.

There are two ways to accomplish this

OPTION 1

Your System Supports Multiple Webhooks.

If your cart, form, or CRM allows multiple webhook connections, simply create a separate webhook for each product, event, or action you want to track.

Each webhook can then have its own rules and its own reporting.

No Destination Webhooks are required.

OPTION 2

Your System Only Supports One Webhook

If your system only allows a single webhook connection, use Destination Webhooks.

Destination Webhooks allow one connected webhook to distribute incoming data to multiple internal webhooks you create inside Visiopt.

 

Setting Up Destination Webhooks

First, create one main webhook and connect it to your cart, form, or CRM.

This is the only webhook your external system will use.

Next, inside Visiopt, create additional webhooks for each product, plan, or event you want to track separately.

These are internal Visiopt webhooks.

You do not need to create or connect additional webhooks in your cart, form, or CRM.

Next edit your main webhook.

Under Advanced Options, locate Forward To.

Select each of the internal webhooks you just created.

Click Save and Generate Webhook URL.

Now every webhook received by your main webhook will automatically be forwarded to each of those internal webhooks.

 

Applying Rules to Destination Webhooks

Next, edit each internal webhook.

Under Advanced Options, enable Rules.

Click Update Detect Fields.

Select the field you want to filter.

For example:

Product 1 Webhook

• Field: Product ID
• Condition: Includes
• Value: Product 1

Product 2 Webhook

• Field: Product ID
• Condition: Includes
• Value: Product 2

Product 3 Webhook

• Field: Product ID
• Condition: Includes
• Value: Product 3

Repeat this process for each product, plan, or event you want to track separately.

 

Final Result

Your main webhook continues tracking all conversions together.

Each internal webhook records only the conversions that match its own rules.

This allows you to report:

• Total Sales
• Individual Product Sales
• Main Orders
• Upsells
• Membership Plans
• Form Answers

...or any other reporting breakdown based on the webhook data your system sends.

Using Webhook Rules together with Destination Webhooks gives you complete flexibility over how your webhook data is organized and reported inside Visiopt.

 

Video walkthrough