How to Set Up Action-Based Checkout Funnel Events

Learn how to set up action-based checkout funnel events

Overview

Non-plus merchant looking to track checkout funnel events? Plus merchant looking to mitigate data loss when moving to Checkout Extensibility? Follow these steps!


Enabled Action-Based Checkout Tracking

Access Destination Events Settings:

  • For each of the destinations you have set up in Elevar, navigate to the Setup Steps and click on the "Events" tab.
  • First, click on the "Customize settings" button. Then, click on the "Breakdown" button.
    • (See Figure 1)

Step 1 screenshot

Figure 1

Edit Action-Based Checkout Funnel Events:

  • Ensure that you are under the "Server" column and select the desired events.
    • Navigate to the "Event Tracking Customization" section. Ensure that you enabled the "Use checkout related actions as the trigger for checkout funnel events" box.
    • After making the required changes, click on the "Save" button at the bottom of the page.
      • (See Figure 2)

Step 2 screenshot

Figure 2

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Note: Action Based Checkout Events are not available for preview in Google Tag Manager (GTM)

Action Based Checkout Events are not available for preview in Google Tag Manager (GTM) when using action based checkout events the data is sent to your destination via API from webhook trigger within Shopify.

This does not pass data client side in the browser so you are not able to preview in GTM like you would with client side tags.


(Optional) Site Speed Enhancements

  • For GA4 delete the checkout funnel events from your GTM Web Container.
  • This will also help reduce the size of the GTM container loading on your website, which will help with site speed!