Overview

Prerequisites:

• If you haven't installed our Shopify Source in your Elevar App. Follow our guide on How to Implement the Shopify Source.

Add Impact Radius as a Server-Side Destination

Locate Impact Radius 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 "Impact Radius".
  • Once the Impact Radius destination appears from the search function, click on it.
    • (See Figure 1)

_Figure 1_

Get Started:

• After locating and clicking on the Impact Radius 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_

Entering Impact Radius Settings

Impact Radius Settings:

• Within the "Impact Radius Settings", you will need to enter certain values from your Impact Tech Plan.
  • Add in your Account SID. Your Account SID value will be included in your Impact Radius Conversion API Tech Plan.
  • Add in your Auth Token. Your Auth Token will be included in your Impact Radius Conversion API Tech Plan.
  • Add in your Campaign ID. API Tech Plan.
  • Add in your Action Tracker ID. Your Action Tracker ID will be included in your Impact Radius Conversion API Tech Plan.
• If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Impact Radius destination.
  • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Impact Radius.
  • 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)", navigate to the section titled "Market Groups" and 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, click on the "Save and Continue" button at the bottom of the page.
  • (See figure 3)

Figure 3

Consent Mode:

• After entering the Impact Radius settings, you will be prompted to enable Consent Mode.
• To enable Consent Mode, click on the "Yes, enable for this destination" button. If you do not want to enable Consent Mode, click on the "No" button.
  • If consent is required, select what categories you’d like the shopper to agree to before tracking fires. [Learn More]
• Once you have all of selected all of the information for enabling Consent Mode, 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 "Order Number", "Order Name", or "Order ID" button. Typically, "Order Number" is the most commonly used transaction identifier for Impact Radius integrations.
• 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 the "Pruduct SKU", "Product ID", or "Variant ID" button. Typically, "Product SKU" is the most commonly used transaction identifier for Impact Radius integrations.
• After selecting the Transaction 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 Product Identifier, you need to choose whether or not to filter transactions.
• Currently, our recommended practices suggests clicking the button labeled, "Yes, Block some transactions", and blocking exchange & historical import orders.
  • 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. Then, navigate to the section titled, "Would you like to send recurring transactions?" select the button labeled "No, block" or "Yes, send".
• If you do not sell subscriptions, select the button labeled "No".
• Once you have all of selected all of the information for Subscriptions, click on the "Save and Continue" button at the bottom of this section.
  • (See Figure 8)

Figure 8

Go Live:

• After completing all of the previous Impact Radius 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 9)

_Figure 9_