How to Implement the Shopify Source
Follow this guide for Plus, Non-Plus, and Headless Shopify Stores
Overview
Follow this guide to learn how to set up your Shopify Data Source.
Begin Shopify Source Setup
Shopify Source:
- Begin on your Elevar homepage. Use the left-hand navigation menu, and ensure that you are on the "My Tracking" tab.
- If you have a Shopify Source, navigate to the section of the page titled "Set Up Sources" and locate the "Shopify" box. Within the Shopify box, click on the "Set Up Now" button in the lower left-hand corner of the box.
- If you still need to install the Elevar App in your Shopify store, follow this guide.
- (See Figure 1)
- If you still need to install the Elevar App in your Shopify store, follow this guide.
Figure 1
Shopify Setup Steps
Overview:
- You will be brought to a separate page. Navigate to the section of the page titled "Setup Steps" and ensure that you begin on the "Overview" tab.
- After reviewing the information, locate and click on the "Get Started" button at the bottom of the Overview section.
- (See Figure 2)
Figure 2
General Settings:
- After reviewing the Overview information, you will need to connect your Shopify store.
- Navigate to the "General Settings" section of the page. If you have successfully connected your Shopify Store, a link will appear that opens to your Online store in a new tab.
- Navigate to the section of the page titled "Do you sell in person?", and select either "Yes" or "No".
- Once you have selected all of the required information, click on the "Save and Continue" button located at the bottom of this section.
- (See Figure 3)
Figure 3
Learn More: Using Google Tag Manager for Client-Side TrackingRead this guide to learn how GTM and GTM-Less Setups Work With Elevar.
Advanced Options: Customizing Shopify SourceYou can customize your Shopify source by clicking on the "Advanced Option" drop-down button within the "General Settings" section within the source. The following are the advanced options for the Shopify Source:
- Store is Headless: This means your store uses a custom storefront, which impacts our setup steps and recommendations.
- Allow different pixels per Shopify market: If you're selling internationally with Shopify Markets, you may want to use different marketing pixels depending on the market. Note that you must have already upgraded to Shopify's Checkout Extensibility for this feature to work correctly. Enabling this without upgrading will cause some of your checkout tracking to break. Learn More.
- Allow Google Tag Manager for client-side tracking: This allows you to use GTM for client-side tracking, which is useful if customizations are required beyond what we support. We will load your container for you, but you are responsible for managing them, and any client-side tracking using GTM won't automatically recieve updates or fixes. Learn More.
- Boosted Events:
- Profit Optimization: This allows us to receive product cost from your store and send profit data to destinations like Meta, GA4, etc. for smarter targeting and higher ROI. The product catalog sync may take up to 5 days to complete and get the most accurate profit data. Learn More.
- Allow Predicted Lifetime Value: This allows us to send each customer's predicted lifetime value – an estimate of their total future spend within the next 12 months – to your destinations. Use it to target high-value customers, spend ad budget smarter, and reach new customers who look like them. Once enabled, it typically takes us 1–2 weeks to set up your prediction model. pLTV data will start flowing to your destinations after that. Learn More.
- Allow comeback score: This allows us to send a score to your destinations predicting which customers are likely to buy again within 90 days. Use it to target returning customers, spend ad budget smarter, and reach new customers who look like them. Once enabled, it typically takes us 1–2 weeks to set up your prediction model. Comeback score data will start flowing to your destinations after that. Learn More.
Subscriptions:
- After connecting your Shopify Store, you will need to select whether or not you sell subscription products.
- If you sell subscription products, navigate to the section of the page titled "Do you sell subscription products?" and select the "Yes" button. If you do not sell subscriptions, select the "No" button.
- Once you have all of selected all of the information for Subscriptions, click on the "Save and Continue" button at the bottom of this section.
- (Figure 4)
Figure 4
Consent:
- After selecting the details for your subscription settings, you will be prompted to enable Consent Mode.
- To enable Consent Mode, click on the "Yes" button and follow the set up documentation links for your consent provider found in the app. If you do not want to enable Consent Mode, click on the "No" button.
- Once you have selected all of the information for enabling Consent Mode, click on the "Save and Continue" button at the bottom of this section.
- (See Figure 5)
Figure 5
Legal requirements will vary by regions and if you have opt-in or opt-out requirements. Elevar does not offer legal advice regarding GDPR or any consent compliance. Please consult your legal team if unsure if you should make fallback selections
Enable App Theme Embed:
- After selecting your consent settings, you will be brought to an overview page.
- Navigate to the section of the page titled "Enable App Embed" and click on the "Go to Shopify" button.
- This will take you to your live theme's "App embeds". Ensure that the Elevar App Embed is toggled "On". Then, click on the "Save" button located in the upper right-hand corner of the page.
- (See Figure 6)
Figure 6
Detected on Live Theme:
- After completing all of the Shopify Setup Steps, you will be brought to an Overview page.
- If you see a "Detected on Live Theme" message located at the top of this overview page, then you are all set!
- (See Figure 7)
Figure 7
Code Repositories
- If you are using a code repository you may have additional updates to make. Reach out to your dev team for help if you are unsure how to make these updates.
Update your Code Repo to Ensure the App Theme Embed Stays Enabled:
- You only need to complete this step if your settings_data.json file is included in your repo, and your code repo does not automatically pull updates from your live theme into your repo.
- Your settings_data.json file now contains this block to enable your Elevar Configurations via the App Theme Embed. It is important that this block is included in your settings_data.json file and the disabled value is set to false. If you include your settings_data.json file in your code repo, I would recommend updating the entire file to match your live theme.
Updated 10 days ago
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