Overview

Prerequisites

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

• Install the Shopify Source on your store. Follow your guide on How to Install the Shopify Source

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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)

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)

Figure 2

Complete Awin Setup Steps

Awin Settings:

• Within the "Awin Settings" you will need to enter your Awin settings in order to connect your account.
  • 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.
  • If you would like to enable Shopify Markets for Awin, navigate to the section of the page titled "Markets".
    • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Awin.
    • If you have selected "All Markets" navigate to the section titled "Destination Label" and use the text box to enter a label. This is how your destination name will appear across the Elevar app (e.g., My Tracking, Reports, History) and helps to identify your destination across our app, especially when you have multiple instances of the same destination.
    • If you have selected "Specific market(s)", use the drop down menu to select the market groups to specify which market's data will be sent to this destination. Then, navigate to the box titled "Destination Label" and use the text box to enter a label. This is how your destination name will appear across the Elevar app (e.g., My Tracking, Reports, History) and helps to identify your destination across our app, especially when you have multiple instances of the same destination.
• 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)

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)

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)

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)

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.
  • A common scenario where you may want to block orders is offline orders. Learn how to block these orders in this guide.
  • Not sure if you need to block orders? Look at what Sales Channels you have in Shopify!
• 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)

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)

Figure 8

Web Container Setup:

• After selecting details for the subscriptions, you need to set up the Web Container.
  • First, select the button labeled "Download Pre-Built Web Tags".
    • Once downloaded, import the container into your Google Tag Manager web container.
    • After importing the container into Google Tag Manager, publish the new tags.
• After setting up the web container, click on the "Mark as Complete" button at the bottom of this section.
  • (See Figure 9)

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)

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.