EF Helpdesk

When properly configured, this integration will automatically pass subscription events to Everflow, helping you accurately measure customer lifetime value and track the performance of your subscription products.

Heads Up! Shopify V2 Requirement
All Shopify integrations must be migrated from V1 to V2 before August 22nd to prevent tracking interruption. If you're setting up ReCharge for the first time, you should install Shopify V2 first.

Before You Start

To capture subscription purchases, you'll need to add an Additional Conversion Event to your Offer. Without this, you'll have to allow duplicates on your Base Conversion Event for recurring purchases - otherwise, recurring purchases will show up as Invalid Conversions.
Additionally, ensure that ad blockers are disabled in your browser when setting up and testing this integration. Ad blockers can prevent cookies and tracking parameters from functioning properly, which may cause tracking issues with Shopify and ReCharge.

Quick Reminder

This integration will not work with Price Per Product.

Prior to completing this integration, you must:

Have ReCharge installed on your Shopify store

Have your Everflow instance already connected with your Shopify store using Shopify V2

For a guide on connecting Shopify - [Click Here]

Step-By-Step Guide

Install ReCharge in Shopify

Before connecting ReCharge to Everflow, you need to ensure ReCharge is properly installed in your Shopify store:

Log into your Shopify admin dashboard

Navigate to the Apps and sales channel section in the settings

Search for ReCharge Subscriptions in the Shopify App Store

Click Install (if already installed, you'll see "Open" instead)

Your Recharge connection should show as "Connected"

Connect ReCharge in Everflow

Navigate to Integrations > E-Commerce tab in Everflow.

Click Connect Integration next to the ReCharge integration.

Click the Add icon up top.

Quick Reminder

Make sure you have Additional Events set up.

Configure ReCharge Settings

Turn the toggle for Is Enabled to ON.

Select either Offer or Advertiser from the Target drop-downThese choices refer to an Offer-level Event and an Advertiser-level Event.

If you have not created an Advertiser-level Event, select Offer.

Make selections for the required fields:

Offer - This is the Offer to which you want to attribute the ReCharge subscription events.

Initial Event (Base) - The first subscription Event, typically the initial purchase.

Recurring Event (Additional Event) - This is the recurring subscription Event, typically added as an Additional Event on the Offer.

Ensure Email Attribution is set up correctly:

In Everflow, configure Email Attribution Ownership for the events.

This is essential for recurring conversions to be properly tracked.

Note: The Recharge configuration will automatically override the Associated Event you choose here, but this setup is still necessary for recurring Conversions to be logged in your system.

Testing Your Integration

After saving the integration, be sure to test it by:

Generating a Partner tracking link

Initiating a test subscription purchase

Confirming that both initial and recurring events are tracked properly

Quick Reminder

When testing, ensure that:

Ad blockers are disabled (very important)

You wait for the first recurring charge to verify the integration is working properly

How It Looks on the Shopify Side

Once properly integrated, here's what you'll see in your Shopify admin:

In Apps and Sales Channels:

ReCharge will appear in your installed apps
Under Customer Events, Everflow will show as "Connected"
ReCharge Subscription status will initially show as "Disconnected" but will change to "Connected" after the first recurring charge occurs

In Orders:

Initial orders will be tagged with "Subscription" and "First Order"
Recurring orders will be automatically tagged with "Subscription" and "Recurring Order"
Order details will include subscription information such as frequency and any applied discounts

In ReCharge Dashboard:

You'll see upcoming subscription charges
Subscription details including frequency and customer information

Troubleshooting

If you're experiencing issues with your ReCharge integration:

Conversions Not Tracking:

Ensure ad blockers are disabled (this is a common issue with Shopify's new code)
Verify Email Attribution is properly set up
Check that both Initial and Recurring events are correctly configured