Navigating to the Block Transaction Step

In each of your destinations, there is a Block Transactions step that allows you to customize what transactions should be sent to that destination.

To access your Block Transaction Step:

• Navigate to My Tracking
• Select your Marketing Destination
• Select Block Transactions

What Can I Block Orders Based On

You're able to block orders based on Source Channel Codes, Order Tags, Order Gateways, and Customer Tags.

Source Channel Codes

A source channel code is a unique code assigned to the app that creates the Shopify Order. For instance, all orders that are placed on your online Shopify checkout have a source channel code of "web". Whereas all orders that come from your Shopify POS have a source channel code of "pos".

How do I know what Sales Channels my shop is using

If you've purchased Shopify's Sales by Channel report, this is an easy way to see what Sales Channels you currently have in place. To access this report in Shopify, navigate to Analytics > Reports > Sales by Channel. Here you'll see an overview of what Sales Channels are currently in place

How to I find what source_name to add a custom channel

Watch the below video to be guided on how to find your order's source_name:

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Do not simply find a channel name in Shopify and input into the other setting. This will not work. Please watch the video to learn how to find this source_name.

Order Tags

An order tag is a tag that is added to a Shopify Order:

Subscription softwares will often add "First Subscription Order" tags and "Subscription Recurring Order" tags to easily differentiate between first subscription orders and recurring orders.

You can choose to block specific orders based on Order Tag in the Advanced section of the Block Transaction step:

Order Gateways

The order gateway is the payment method that the shopper used. Look at the source code of an order (by adding ".json" to the end the URL when viewing an order in Shopify) to find the gateway code:

You can choose to block specific orders based on Order Gateway in the Advanced section of the Block Transaction step:

Customer Tags

A customer tag is a tag added to the Customer Profile in Shopify:

You can choose to block specific orders based on Customer Tag in the Advanced section of the Block Transaction step:

Common Blocking Scenarios

Below are a few common scenarios where you may want to block transactions from being sent to your destination:

Offline Orders

Do you want to send offline orders like Draft Orders, Point of Sale Orders, etc to your Marketing Destination or do you only want to send orders placed on your online Shopify checkout? This is a business decisions for your team to make.

How to Block: If you don't want to send offline orders to your Marketing Destination, how to block will depend on what sales channels you have in place:

• Popular Channels: There is a list of common Sales Channels in the dropdown section of your Install Wizard. Select the channel to block the transactions from being sent. For example, if you want to block Draft Orders, select Draft Orders as shown below.

• What if my Sales Channel is not on the Pre-Defined list?: If you need to block a sales channel that is not on the pre-defined list, you can type the custom source_name. How to find the source_name

Test Orders

If your team places test orders and would like to block those orders from being sent to your marketing destinations, you can tag your team's customer profiles in Shopify (e.g. add an "InternalUser" customer tag) and then block all orders where the the customer is tagged with "InternalUser".