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Shopify Integration

SERIES:

Shopify Integration

The Everflow app automatically connects to Shopify stores and installs the click and conversion tracking setup.

Overview

Heads Up!

IMPORTANT: Migration Deadline is August 22nd.

All customers must migrate before this date to prevent tracking interruption - [More about this change from Shopify]. For a migration guide - [Click Here].

We're update our Shopify integration to align with Shopify's latest tech and ensure continued reliable tracking for our clients.

This guide will walk you through the new Shopify V2 integration (which automatically sets up all of your Click and Conversion tracking and transfers the data to Everflow through API), highlighting key changes and migration steps (if you are currently using V1).

Key Improvements / Changes in V2

Modern Tracking: The app is now available at no cost.

Integration Cost: Using Shopify's Customer Event Pixels instead of script tags.

Enhanced Reconciliation: Built-in email attribution with no additional code required.

Simpler Setup: Automatic installation of click and conversion tracking.

Getting Started with Shopify V2

Prerequisites

- You can connect multiple stores to one Everflow account (If you have three Shopify stores (Store A, Store B, and Store C), you can connect all of them to a single Everflow account.)
- Each Shopify store can only connect to one Everflow account at a time (Store A cannot be connected to two different Everflow accounts simultaneously.)
- An Advertiser must be selected for each integration.

A How-To Guide

Connect Your Shopify Store

Navigate to Integrations -> E-Commerce

Click Connect Integration for Shopify

Find Connect New Store

If you previously used our Shopify V1 integration, you'll see the V1 connection card. New users or those without a V1 integration will only see Shopify V2.

Install the App

You'll be redirected to the Shopify App Store

Click Install

Enter your Shopify store's custom domain (the part before .myshopify.com)

Complete Installation

Click Install

Input your Everflow network identifier

Your identifier can be found in your platform login URL if you're using everflowclient.io (not a custom URL) or by going to Control Center - Platform Configurations - General card > General

Click Complete Installation

Once you are successfully connected, click the Access Integration button.

Integration Settings

Basic Settings

Name: Required identification field for your integration‍
Advertiser: Must select an advertiser for each integration‍
Tracking Domain: Select your Everflow tracking domain that you want to be associated with your Shopify store (we recommend using the default)

Tracking Options

Two options are available:

Basic Scripts: Default click and conversion scripts (installed automatically)

Click Script

Conversion Script

‍

Custom Scripts: Available for advanced tracking logic (see the V1 to V2 script migration section below)

Reconciliation (If enabled)

Enabling this feature will allow for sales that didn't have an associated cookie to be attributed to the correct Partner (by using the Shopify API)

Toggle to enable/disable reconciliation
Built-in email attribution (no manual code changes needed)
Uses checkout_token for improved transaction tracking
Optional line item discount settings

Testing the Integration

Ensure Direct Linking is enabled in your Offer's Tracking & Controls section
- If Direct Linking cannot be enabled, add ?_ef_transaction_id={transaction_id} to the Base Destination URL
Generate a tracking link for your Shopify offer
Place a test conversion
Verify the data in your reports

Heads up If you notice missing click data from certain regions (particularly those with strict privacy laws like EU countries), check your Shopify privacy settings.

This issue can be resolved by properly configuring the cookie banner. When a cookie banner is active in specific regions, data is collected from visitors from those regions only after obtaining consent. Without this, tracking capabilities may be limited in regions requiring explicit consent.

Learn more about Shopify privacy settings here

Migration Guide From V1 to V2

Verify Current Installation

Ensure the app is installed in both Shopify and Everflow.

If the app is installed in Everflow and not in Shopify, contact our Customer Success team for assistance.

Backup Custom Scripts (Optional)

Make a copy of any existing custom Click or Conversion scripts in your Everflow UI (Core Platform).

Uninstall V1 App

Remove the Shopify V1 app from your Everflow UI or Shopify admin.

Install V2 App

Install the new app via:

Everflow UI's "Connect New Store"

Or install using Shopify App Store

Configure and Test

Save the new integration and verify tracking and conversion functionality.

Custom Scripts (Optional)

If you require a custom Click or Conversion script, contact our Customer Success team for assistance with migration.

Please prepare the original Click and Conversion scripts that you need to translate into the new app.

Custom Conversion Script Property Mapping (V1 to V2)

Heads Up! The V2 integration uses Shopify's Customer Event Pixels architecture, which significantly changes how data is accessed in custom scripts. If you're using custom conversion scripts, you'll need to update your code to match the new data structure.

The table below provides a comprehensive mapping of property paths between V1 and V2. Use this reference when adapting your scripts to ensure proper data access and functionality after migration. Our support team is available to help with complex script migrations.

Data Element

V1 (Before)

V2 (After)

Checkout Object

Shopify.checkout

event.data.checkout

Line Items Objects

Shopify.checkout.line_items

event.data.checkout.lineItems

Order ID

Shopify.checkout.order_id

event.data.checkout.order.id

Currency

Shopify.checkout.currency

event.data.checkout.currencyCode

Coupon Code

Shopify.checkout.discount ?
Shopify.checkout.discount.code : ''

event.data.checkout.discountApplications.find(discount => discount.type === "DISCOUNT_CODE")?.title ?? ''

Order amount

Shopify.checkout.subtotal_price

event.data.checkout.subtotalPrice.amount

Shipping Address Object

Shopify.checkout.shipping_address

event.data.checkout.shippingAddress

Shopify.checkout.email

event.data.checkout.email

Line Item SKU

item.sku

item.variant.sku

Line Item Price

item.price

item.finalLinePrice.amount

Reporting Features

Finding Conversion Data

Search by Order ID in the top-right search bar of the Platform

Or navigate to Reporting -> Conversion

Add these columns to see Shopify details:

Order ID

Order Number

Order Items

You can also filter conversions by Order ID on the Conversion Report by selecting it as a filter.

Attribution Method

The "Attribution Method" for Shopify reconciliation is displayed as "Integration" in your Everflow instance.

To verify reconciliation attribution:

Go to Reporting > Conversion Report

Run the report for your desired date range

and choose the preferred filters

In your Detailed Report, click the hamburger menu

in the top right

Select Columns Customization

Toggle on Attribution Method

Click Apply

Refunds Report

Navigate to Reporting - Refunds. For more information - [Click Here]

Customer Event Pixels: How it Works

Technical Details: How V2 Works

Our Shopify V2 integration uses Shopify’s Customer Event Pixels (CEP) technology to transfer data between Shopify and Everflow. This represents a significant upgrade from our previous script tag approach in V1.

Technical Mechanics

Web Pixel Extension: Our dedicated extension captures customer events in real-time
‍Server-Side API: When customers interact with your store (purchases, cart additions), the Customer Event Pixels automatically capture and transfer data to Everflow‍
Improved Reliability: Built on Shopify CLI technology for more reliable tracking and future feature expansion

Frequently Asked Questions

Are additional events supported in V2?

Not at this time. Additional events are a work in progress.

Do coupon codes and email attribution work automatically?

Yes, both work out of the box.

How does click tracking prevent multiple fires?

We only process clicks with specific Offer and affiliate ID values on the initial landing page.

Can I add additional events in Shopify using CEP?

Navigate to Settings -> Customer Events -> Add Custom Pixel.

Name the pixel and click Add Pixel.

Examples of Customer Events

INSERT_ADVERTISER_ID - replace with Advertiser ID
INSERT_ADVERTISER_EVENT_ID - replace with Advertiser Event ID, offer level events cannot be used, must be Advertiser Event ID
INSERT_TRACKING_DOMAIN - replace with Tracking Domain

product_added_to_cart: When someone adds a product to their cart, the product_added_to_cart event gets triggered. This can happen on any store page where customers can add items to their cart.

checkout_started: The checkout_started event happens when someone starts checking out. If your store Checkout Extensibility, this event triggers every time they enter checkout. For non-checkout extensible shops, it only triggers the first time they start checking out.

Customer Events Reference
Setting up these events is straightforward - just add them in Everflow and use the Advertiser Event ID in your customer event pixel. But it's always good to check with Everflow Support if you need help. They're there to make sure everything's working the way it should!

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