How to Send Recurring Orders to GA4 with the Attribution of the Original Order
Learn how the attribution for recurring orders works & how to attribute recurring orders to the source of the original orders
Overview
If you sell subscriptions, our Google Analytics 4 server-side integration can send recurring orders to Google Analytics 4, where the recurring orders can use the attribution from the first order.
This function works if:
- Your Subscription Software copies the original order when it creates a recurring order (most do).
- You have been running the Elevar DataLayer for long enough.
How it Works
How the Google Analytics Server-Side Attribution works:
- Elevar's DataLayer writes the attribution details (e.g. UTM parameters, click IDs, & cookie IDs) from the customer's session into the Order Notes of their Order.
- The server sends the attribution data in the order notes to Google Analytics.
- Google Analytics takes this attribution and associates it with the event scoped source/medium for the purchase event.
NOTE: This will not update the session scoped source/medium which will display as "Unassigned".
How the Recurring Subscription Order Attribution Works:
Once you implement the Elevar DataLayer, Elevar begens recording attribution data for your one-time purchases and the first subscription orders.
Typically, when a subscription software generates a recurring order, it duplicates the original order, including its notes. Therefore, when this recurring order is sent to GA4, it retains the same attribution details as the initial subscription order.
However, you likely sold subscriptions long before integrating the Elevar DataLayer. Hence, these orders do not carry the original attribution from the first order notes, and Elevar cannot retroactively retrieve the original UTM parameters or cookie IDs.
For newly placed subscription first orders, Elevar will capture attribution details in the Order Notes. When your subscription software subsequently generates new recurring orders based on these orders, if it replicates the original order, the new recurring orders will inherit the attribution details from the original order.
How to Setup using Unified Shopify Checkout
Navigate to GA4 Destination:
- On the homepage of your Elevar Account, use the left-hand menu to click on the "My Tracking" tab.
- Once in "My Tracking" section, navigate to your destinations and select the "GA4" destination.
- (See Figure 1)
Figure 1
Locate Subscription Settings:
- Once in the GA4 destination, navigate to the "Setup Steps" box.
- Locate and click the step titled "Subscriptions".
- (See Figure 2)
Figure 2
Subscription Products and Sending Recurring Orders:
- Once in the Subscriptions setup step, navigate to the section titled "Do you sell subscription products?".
- Click on either the "Yes, using unified Shopify checkout" button.
- If you sell subscription products, navigate to the section titled "Would you like to send recurring orders?" and click on either the "Yes, send" or "No, Block" button.
- Once you have entered the required information for selling subscription products using a unified Shopify checkout, be sure to dave your changed by clicking on the "Save" button located at the bottom of the page.
- (See Figure 3)
Figure 3
Save Changes:
- Once you have all of selected all of the information for Subscriptions using unified Shopify checkout, click on the "Save and Continue" button at the bottom of the Subscription Setup Settings section.
- A pop-up window will appear, asking for a confirmation of your changes.
- Click on the button labeled "Yes, Save Changes".
- (See Figure 4)
- Click on the button labeled "Yes, Save Changes".
Figure 4
How to Setup using Separate Checkout
Navigate to GA4 Destination:
- On the homepage of your Elevar Account, use the left-hand menu to locate and click on the "My Tracking" tab.
- Once in "My Tracking" section, navigate to your destinations and select the "GA4" destination.
- (See Figure 5)
Figure 5
Locate Subscription Settings:
- Once in the GA4 destination, navigate to the "Setup Steps" box.
- Locate and click the step titled "Subscriptions".
- (See Figure 6)
Figure 6
Subscription Products and Sending Recurring Orders:
- Once in the Subscriptions setup step, navigate to the section titled "Do you sell subscription products?" and click on the button labeled "Yes, using separate checkout".
- Navigate to the section titled "What Shopify subscription app do you use?".
- Select the the button labeled, "ReCharge/ OrderGroove" if you use ReCharge or OrderGroove.
- If you use a subscription software that is not listed, select the button labeled "Other" and type in the software that you currently use.
- (See Figure 7)
Figure 7
First-Time and Recurring Orders:
- Next, locate the section titled "Would you like to send first-time orders?". Select either the "Yes, send" button or the "No, block" button.
- First-time orders are the first purchases from the subscription sequence. You can choose to send recurring orders to this destination or to block them.
- Navigate to the section titled "Would you like to send recurring orders?" and click either the button labeled "Yes, send" or "No, block".
- Once you have selected the required information for sending first-time and recurring orders for subscriptions, be sure to save your changed by click on the "Save" button located at the bottom of the page.
- (See Figure 8)
Figure 8
Save Changes:
-
Once you have all of selected all of the information for Subscriptions using unified Shopify checkout, click on the "Save and Continue" button at the bottom of the Subscription Setup Settings section.
-
A pop-up window will appear, asking for a confirmation of your changes.
- Click on the button labeled "Yes, Save Changes".
- (See Figure 9)
Figure 9
Updated about 1 month ago