How to Set Up Partnerize Server-Side Tracking

Overview

Prerequisites:

❗️

Note: You must contact Shareasale customer support prior to turning on the Elevar server side integration.

  • You must update your website to start accepting the "clickref" value and store in a 1st party cookie.
  • Contact [email protected] to enable "clickref".

Once these steps are complete, you can activate the Partnerize destination as outlined below.


Add Partnerize as a Server-Side Destination

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

Step 1 screenshotFigure 1### Get Started:- After locating and clicking on the Partnerize 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 4 screenshotFigure 2

Entering Partnerize Settings

Partnerize Settings:

  • Within the "Partnerize Settings" section, enter your Partnerize Campaign ID [ How do I find this? ]
  • Click on the "Save and Continue" box at the bottom of this section.
    • (See Figure 3)

Step 5 screenshotFigure 3

Consent Mode:

  • After entering the Partnerize 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)

Step 6 screenshotFigure 4

Select your Product Identifier:

  • After selecting details for Consent Mode, you need to choose a Product Identifier.
    • Click on either the "Product ID", "Product SKU", or the "Variant ID" button. Typically, Product ID is the most commonly used Product Identifier for the Partnerize integration.
  • After selecting the Product Identifier, click on the "Save and Continue" button at the bottom of this section
    • (See Figure 5)

Step 7 screenshotFigure 5

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.
  • 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)

Step 1 screenshotFigure 6

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 7)

Step 9 screenshotFigure 7

Go Live:

  • After completing all of the previous Partnerize 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 8)

Step 10 screenshotFigure 8


What's Next?

Remove your previous tracking to prevent duplicate tracking! Follow our guide to disable Partnerize Shopify Integration.

If you have installed your Partnerize tracking another way, you'll need to remove that tracking.