Table of Contents
Overview
This guide will walk you through the Shopify integration, which automatically sets up all of your click and conversion tracking.
Note: The integration tracks the base conversion. To track additional events, custom JavaScript codes will have to be placed in Shopify.
For a guide to connecting an external Shopify store that you don't own - [Click Here]
For a guide on tracking organic clicks and sales - [Click Here]
Note: If you're utilizing Shopify Checkout Extensibility, please note that the Conversion Tracking setup process differs slightly. To ensure accurate tracking, we recommend reaching out to our Customer Success team for personalized assistance in configuring your conversion tracking correctly.
A How-To Guide
Step #1
To connect your Shopify store, navigate to Integrations > E-Commerce, then click Add for Shopify.
Step #2
Click Add.
Step #3
You will be redirected to the Shopify App Store for the Everflow app. Click the Add app button, then enter the custom domain of your Shopify store (the part before .myshopify.com). Then, you will need to login with your email address if you haven't already.
Step #4
Click the Install app button.
Step #5
Input your Everflow network identifier, which can be found in the URL for your platform login. Then, click the Complete Installation button.
Step #6
Once you are successfully connected, click the Access Integration button.
Step #7
You will be redirected back to the Shopify Integrations tab in the Everflow Portal. Click Edit on the integration to set up proper Click and Conversion tracking.
Step #8
Enable the settings shown below for normal Shopify setups, including Enable Reconciliation, Install Conversion Script and your Target: Advertiser. This automatically activates this Shopify Click and Conversion tracking across every Offer associated with the selected Advertiser. The Enable Reconciliation toggle allows use of the Shopify API, which adds an extra level of tracking accuracy.
Please note that if you are using a customized Click Script, then you may not use Enable Reconciliation.
Click Save.
Testing the Integration
Please make sure Direct Linking is turned on inside the offer Tracking & Controls section before generating a tracking link:
If Direct Linking is not and cannot be enabled for this Offer, then make sure to add the following string to the end of the Base Destination URL:
?_ef_transaction_id={transaction_id}&oid={offer_id}
Here is an example:
Generate a tracking link for one of your Shopify offers and place a test conversion.
Reporting
Enter an Order ID in the search bar on the top right hand corner of the Portal or navigate to Reporting - Conversion to find that conversion. Be sure to add the following columns to the report in order to view specific details from Shopify:
Order ID
Order Number
Order Items
You can also filter conversions by Order ID on the Conversion Report by selecting it as a filter.
Refunds Report
Navigate to Reporting - Refunds. For more information - [Click Here]
Reconciliation
Turn on the toggle for Enable Reconciliation.
Enable a line item discount, if desired.
You will need to enable Install Click Script, then enable Show Click Script Code.
Finally, replace what’s there with the following code and click Save.
EF.click({
offer_id: EF.urlParameter('oid'),
affiliate_id: EF.urlParameter('affid'),
transaction_id: EF.urlParameter('_ef_transaction_id'),
sub1: EF.urlParameter('sub1'),
sub2: EF.urlParameter('sub2'),
sub3: EF.urlParameter('sub3'),
sub4: EF.urlParameter('sub4'),
sub5: EF.urlParameter('sub5'),
uid: EF.urlParameter('uid'),
source_id: EF.urlParameter('source_id'),
creative_id: EF.urlParameter('creative_id'),
}).then(function (transaction_id) {
const payload = {};
if (transaction_id) {
payload['attributes[eftid]'] = transaction_id;
}
if (EF.urlParameter('oid') && EF.urlParameter('affid')) {
payload['attributes[oid]'] = EF.urlParameter('oid');
payload['attributes[affid]'] = EF.urlParameter('affid');
}
$.ajax({
type: 'POST',
url: '/cart.js',
data: payload,
success: function (d) { console.log('Updated cart', d)},
dataType: 'json'
});
})
Reconciliation Notes
Enabling Reconciliation will also work with the following integrations:
Conversions tracked via the Reconciliation feature will be tracked and reported with Integration as the Conversion Method.
If your Offer is set up with Javascript as the Conversion Method (typical for eCommerce offers), then Conversions tracked without Reconciliation would still be reported with Javascript as the Conversion Method.
To make sure Sub1-5 values are visible in reporting, you must append the following parameters to the Partner Tracking Link:
&sub1=[MACRO_OR_VALUE_1]&sub2=[MACRO_OR_VALUE_2]&sub3=[MACRO_OR_VALUE_3]&sub4=[MACRO_OR_VALUE_4]&sub5=[MACRO_OR_VALUE_5]
To include a coupon code within a Shopify link, you can append the parameter: &discount=
Example:https://www.everflow.io?oid=1&affid=1&discount={INSERT_COUPON_CODE}