Overview

Follow this guide to learn how to set up Iterable as a server side destination.

Prerequisites:

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

Add Iterable as a Server-Side Destination

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

Figure 1

Get Started:

• After locating and clicking on the Iterable 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 Iterable Settings

General Settings:

• After clicking on "Get Started" you will have to enter the general settings.
• Navigate to the section of the page titled "General Settings" and use the text box labeled "Iterable API Key" to enter your API key.
• After entering the general settings, click on the "Save and Continue" button located at the bottom of this section.
  • (See Figure 3)

_Figure 3_

Select Events:

• Once you have entered your Iterable settings, you have to select the Event settings.
• Either click on the button labeled "Use best practices" or "Customize settings".
• After selecting what events you want to send, click on the "Save and Continue" button located at the bottom of this section.
  • (See Figure 4)

_Figure 4_

Consent Settings:

• After selecting the Events settings, you will be prompted to enable Consent Mode.
• To enable Consent Mode, click on the "Yes" 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 located at the bottom of this section.
  • (See Figure 5)

_Figure 5_

🚧

Enabling Consent Mode:

By enabling consent mode, your marketing data processing will depend on:

• Your consent platform configuration
• How your visitors interact with the cookie banner
• What geolocation they visit the store from

That's why you may see a decrease in data across your marketing platforms and lower marketing campaign performance.

For EU Stores: If you are making your tracking setup consent compliant for the first time, you may see a 10-80% decrease in data across all of your marketing destinations.

Filter Transactions:

• After selecting the consent mode, you need to choose whether or not to filter transactions.
  • Currently, our recommended practices suggests selecting the "Yes, block" button which blocks exchange and historical import orders. Or if you would like to allow specific transactions, click on the "Yes, allow specific transactions" button which includes the "web" sales channel to allow orders created on your website to be sent to this destination.
  • If you do not want to filter transactions, click on the "No, send" button.
• 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 6)

Figure 6

📘

Learn More: Filtering Transactions

Thinking you may need to block additional 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!

Go Live:

• After completing all of the previous Iterable 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" button located at the bottom of this section.
• A pop-up window will appear, asking for a confirmation of your changes.
• Click on the "Yes, Go Live" button located in the lower right-hand corner of the confirmation window.
  • (See Figure 7)

Figure 7