Overview
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).
💡Prerequisites and Important Notes💡
Migration Deadline: All customers must migrate before August 22nd to prevent tracking interruption - [More about this change from Shopify]. For a migration guide - [Click Here].
Integration Cost: The app is now free.
Tracking Method: Using customer event pixels instead of script tags.
Reconciliation: Simplified process with built-in email attribution with no additional code.
Advertiser Selection: Now required for each integration.
Main Changes and Improvements
Customer Event Pixels: We've replaced script tags with Shopify's customer event pixels.
New Tracking Approach: Built on Shopify CLI technology for future feature expansion.
Enhanced Features: Reconciliation is enhanced with built-in email attribution and no additional code adjustments.
Working With Multiple Stores
When connecting your Shopify store to Everflow, there are two important things to remember:
You can connect multiple Shopify stores to one Everflow account.
For example, 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 individual Shopify store can only be connected to one Everflow account at a time.
This means Store A cannot be connected to two different Everflow accounts simultaneously.
A How-To Guide
Step 1: Connect Your Shopify Store
Navigate to Integrations > E-Commerce
Click Connect Integration for Shopify
Find +Connect New Store
Note
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.
Step 2: 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)Log in with your email address, if you haven't already
Step 3: 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 ULR) 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
Name and Advertiser
Name: Now a required field
Advertiser: Must be selected for each integration
Tracking Domain: Allows you to select the Everflow tracking domain that you want associated with this Shopify store. Recommended: Use the default option.
Click and Conversion Scripts
Two options are available:
Basic: Default scripts are installed automatically
Custom: Allows custom tracking logic (Note: Script syntax differs in V2)
Reconciliation (If enabled)
No manual code changes required (unlike our Shopify V1)
Built-in email attribution
Uses
checkout_tokenfor improved transaction tracking
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)
Enable a line item discount, if desired.
Reconciliation Notes
The "Attribution Method" for Shopify reconciliation is displayed as "Integration" in your Everflow instance. You can access this information by:
Go to Reports > 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
This will show you the Attribution Method for all Conversions in your report.
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}
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]
Migration Guide From V1 to V2
Step 1: 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.
Step 2: Backup Custom Scripts (Optional)
Make a copy of any existing custom Click or Conversion scripts in your Everflow UI (Core Platform).
Step 3: Uninstall V1 App
Remove the Shopify V1 app from your Everflow UI or Shopify admin.
Step 4: Install V2 App
Install the new app via:
Everflow UI's "Connect New Store"
Or install using Shopify App Store
Step 5: Configure and Test
Save the new integration and verify tracking and conversion functionality - [Testing Guide].
Step 6: 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.
Customer Event Pixels: How it 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: The integration operates through a dedicated Web Pixel Extension attached to our Shopify app, which captures customer events in real-time.
Data Transfer Method: When a customer interacts with your Shopify store (making a purchase, adding items to cart, etc.), the Customer Event Pixels automatically capture these events and transfer the data to Everflow through Shopify’s server-side API.
Frequently Asked Questions
Is ReCharge Integration Compatible with Shopify V2?
Is ReCharge Integration Compatible with Shopify V2?
We're pleased to confirm that our ReCharge integration works seamlessly with Shopify V2. If you're still using Shopify V1, we strongly recommend migrating to V2 before August 22nd to prevent any tracking interruption.
Integrating with ReCharge allows you to attribute both initial and recurring subscription purchases from your Shopify store, giving you valuable insight into your subscription business performance.
For detailed setup instructions, please refer to our complete ReCharge integration guide.
Are additional events supported in V2?
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?
Do coupon codes and email attribution work automatically?
Yes, both work out of the box.
How does click tracking prevent multiple fires?
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?
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.
Code
Code
analytics.subscribe("product_added_to_cart", (event) => { console.log('Everflow event tracking started');
var script = document.createElement('script');
script.onload = function() {
var aid = INSERT_ADVERTISER_ID;
var adv_event_id = INSERT_ADVERTISER_EVENT_ID;
var eftid = EF.getAdvertiserTransactionId(aid);
var data = {
aid: aid,
adv_event_id: adv_event_id,
transaction_id: eftid,
};
EF.conversion(data).then((result) => {
console.log(result);
});
}
script.src = 'https://www.INSERT_TRACKING_DOMAIN.com/scripts/sdk/everflow.js'; script.async = true; document.head.appendChild(script);
});
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.
Code
Code
analytics.subscribe("checkout_started", (event) => {
console.log('Everflow event tracking started');
var script = document.createElement('script');
script.onload = function() {
var aid = INSERT_ADVERTISER_ID;
var adv_event_id = INSERT_ADVERTISER_EVENT_ID;
var eftid = EF.getAdvertiserTransactionId(aid);
var data = {
aid: aid,
adv_event_id: adv_event_id,
transaction_id: eftid,
};
EF.conversion(data).then((result) => {
console.log(result);
});
}
script.src = 'https://www.INSERT_TRACKING_DOMAIN.com/scripts/sdk/everflow.js'; script.async = true; document.head.appendChild(script);
});
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!