How to Make New vs Returning User Data Available
Server-side
In order to make new vs returning user data available to send server-side as described here, follow these steps.
Client-Side Order Status Page
If your using the Order Status Page Additional Script box to load your Thank You page Elevar code, follow the below steps to make new vs returning user data available in the dl_purchase event.
Prerequisites
Prerequisite #1: You must be upgraded to our Shopify Source
If you have installed your Shopify source before December 11, 2023 you'll need to make an update to make the new vs returning user data available for your marketing destinations. This update adds "customer_order_count" parameter to the dl_purchase event allowing us to determine if a user is new or returning.
If you are not upgraded to our Shopify source, upgrade now and this data is included! Follow our upgrade guide.
Prerequisite #2: You are not using Thank You Page Extensibility
To be clear you can be using Shopify's Checkout Extensibility, just not the Thank You Page Extensibility feature of that. Review our Shopify's Thank You & Order Status Page Extensibility FAQ guide to understand more about these features.
Changes you need to make
Step 1: Update your Order Status Additional Scripts
We are going to reset your Order Status Additional Scripts the unmodified version.
1. Remove your previous version of script before adding the new
In Shopify navigate to Settings, and then Select Checkout Settings. Scroll to the Order Status page section. You'll add the code as instructed below to this section.
Not sure where you code begins and ends? Looks for the comments <!-- Begin Elevar --> and <!-- End Elevar --> to mark the start and end of the scripts you'll be removing.
Not seeing the comments? You may have added our script before we begin included the comments. Here is an example of the script you are looking for. The identifiers will be different for your specific store, but use this as a guideline. If you are still not sure where your script begins and ends, send a file of your entire order status page additional scripts to our support team and we can help you out.
2. Find your script in your Elevar App
Access your Shopify Source in Elevar App.
Navigate to My Tracking and Select you Shopify Source
Select the Configure Order Status Page Step and follow the steps on this page
3. Add the new script in your Order Status Additional Scripts
Paste the code you've copied from above into the Order Status Additional Scripts.
Save your update.
Step 2: If you have previously added post-purchase upsell tracking, updates are needed!
Follow this guide starting at Step 2, to update your post-purchase upsell tracking to avoid purchase duplication.
Step 3: Update your web tags for Facebook and Snapchat
Server-side purchases will automatically start passing the new vs returning user data, however the web tags in Google Tag Manager (GTM) need to be updated for Facebook and Snapchat.
- Facebook: Instructions to re-import your web tags
- Snapchat: Instructions to re-import your web tags
Client-Side Custom Pixel
If you're using Shopify's Customer Events Setting to load Elevar's code via a Custom Pixel, there are no actions to take. This is automatically populating in your dl_purchase event.
Done!
After you've completed the above steps, below are the updates you can expect to see:
GA4 | Server-side purchase event will automatically start passing the following user parameters: total_order_count & customer_type (either New or Returning). You must set 'total_order_count' and '_customer_type' as a custom definition for this to take effect. This is done in GA4 by going to Admin > Custom Definitions > Create Custom Dimension. |
Server-side purchase event will automatically start passing the customer_type parameter. Pre-built web tags updated to pass customer_type. You must re-import your web tags for this to take effect. | |
Snapchat | Server-side purchase event will automatically start passing customer_status parameter. Pre-built web tags updated to pass customer_status. You must re-import your web tags for this to take effect. |
Impact Radius | Server-side purchase event will automatically start passing the CustomerStatus parameter. |
Awin | Server-side purchase event will automatically start passing the customeracquisition parameter. |
Rakuten | Server-side purchase event will automatically start passing the custstatus parameter |
Partnerize | Server-side purchase event will automatically start passing the customertype parameter. |
ShareASale | Server-side purchase event will automatically start passing the newcustomer parameter. |
Updated about 1 month ago