How to Set Up Awin as a Elevar Server-Side Destination

Follow the step by step guide to launching your Awin server-side tracking

Overview

Prerequisites

Before you can enable your Awin Server-Side Destination, you will need to:


Add Awin as a Server-Side Destination

Locate Awin Destination:

  • On the homepage of your Elevar Account, locate the "My Tracking" button from the left-hand menu.
  • Once, in "My Tracking" select the "Add Destination" button in the upper right hand corner of the page.
    • A side bar pop-up window will appear, titled "Add Destination".
    • Within this pop-up, use the search function and type "Awin".
    • Once the Awin destination appears from the search function, click on it.
      • (See Figure 1)

Step 1 screenshot

Figure 1

Get Started:

  • After locating and clicking on the Awin destination, you will be taken to overview screen.
  • Click the "Get Started" button in the lower left-hand corner of the Overview box.
    • (See Figure 2)

Step 2 screenshot

Figure 2


Complete Awin Setup Steps

Awin Settings:

  • Within the "Awin Settings" click on the "Save and Continue" box at the bottom of this section.
    • Input your Awin Merchant ID. How to find this.
    • Optional: Specify Commission Groups...
      • If you have Commission Groups for specific products, you can input your required logic under Advanced Options. Then navigate to the Specify Commission Groups section and input you information.
  • Once you have entered all of the required information for your Awin settings, click on the "Save and Continue" button located at the bottom of this section.
    • (See Figure 3)

Step 3 screenshot

Figure 3

Consent Mode:

  • After selecting the Events settings, you will be prompted to enable Consent Mode.
    • If consent is required, click on the "Yes, enable for this destination" button. Then select what consent categories you'd like the shopper to agree to before tracking fires. [Learn More]
    • If consent is not required, click on the "No" button.
  • To continue, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 4)

Step 4 screenshot

Figure 4

Select Transaction Identifier:

  • After selecting details for Consent Mode, you need to choose a Transaction Identifier.
    • Click on either the button labeled "Order ID" or "Order Name".
    • Currently, the Order ID is the most commonly used Transaction Identifier.
  • After selecting the Transaction Identifier, click on the "Save and Continue" button at the bottom of this section
    • (See Figure 5)

Step 5 screenshot

Figure 5

Select Product Identifier:

  • After selecting details for the Transaction Identifier, you need to choose a Product Identifier.
    • Click on either "Product ID", "Product SKU", or "Variant ID".
    • If you change this, just be sure you update all e-commerce events to use this new product identifier (e.g. add to cart, etc).
  • After selecting the Product Identifier, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 6)

Step 6 screenshot

Figure 6

Filter Transactions:

  • After selecting details for the Transaction Identifier, you need to choose whether or not to filter transactions. This allows you to control exactly what purchase events are sent to Awin.
  • Once you have all of selected all of the information for Filtered Transactions, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 7)

Step 7 screenshot

Figure 7

Subscriptions:

  • If you sell subscriptions, select whether you are using the unified Shopify checkout, or using a separate checkout.
    • Using unified Shopify checkout:
      • Click on the button labeled "Yes, using unified Shopify checkout".
      • Then, navigate to the section titled, "Would you like to send recurring transactions?", and choose whether you'd like to send recurring transactions to Awin or not. This is a business decision for your marketing team to make.
    • Separate Checkout:
      • Choose if you're using Recharge/Ordergroove or provide your Recurring Order Tag if using a different software.
      • Then select whether you'd like to send first-time subscription transactions to Awin.
      • Finally select if you'd like to send recurring transactions to Awin.
  • If you do not sell subscriptions, select the button labeled "No".
  • 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 this section.
    • (See Figure 8)

Step 8 screenshot

Figure 8

Web Container Setup:

Step 9 screenshot

Figure 9

Go Live:

  • After completing all of the previous Awin Setup Steps, an Overview page will appear.
  • If all of the details within the Configuration Summary look correct, then click on the button labeled "Go Live" at the bottom of this section.
  • A pop-up window will appear, asking for a confirmation of your changes.
  • Click on the button labeled "Yes, Go Live".
    • (See Figure 10).

Step 10 screenshot

Figure 10


Remove Previous Tracking

Remove your previous Awin tracking. Your tracking may be added via Google Tag Manager (GTM), hardcoded in your theme, or added through the Awin App in Shopify. How to Remove Previous Tracking.