Overview

Prerequisites:

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

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Note: You must contact Partnerize 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)

Figure 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)

Figure 2

Entering Partnerize Settings

Partnerize Settings:

• Within the "Partnerize Settings" section, you will need to enter your Partnerize settings to connect the integration.
  • Navigate to the box titled "Campaign ID" and use the text box to enter your Partnerize Campaign ID [ How do I find this? ]
• If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Partnerize destination.
  • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Partnerize.
  • 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.
• After you have entered all of the required information for the Partnerize settings, click on the "Save and Continue" button located at the bottom of this section.
  • (See Figure 3)

_Figure 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. Then navigate to the section of the page titled "What consent categories should a shopper accept before tracking fires?" and use the checkbox to enable the desires consent categories. The "Ad Storage" and "Analytics Storage" options are the most popular consent categories for Partnerize.
  • If consent is required, select what categories you’d like the shopper to agree to before tracking fires. [Learn More]
• If you do not want to enable Consent Mode, click on the "No" button.
• 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 4)

Figure 4

Select Transaction Identifier:

• After selecting details for Consent Mode, you need to choose a Transaction Identifier.
  • Click on either the "Order ID", "Order Number", or the "Order Name" button. Typically, "Order ID" is the most commonly used Transaction Identifier for the Partnerize integration.
• After selecting the Transaction Identifier, click on the "Save and Continue" button located 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 "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 located 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.
  • 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!
• 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 located at the bottom of this section.
  • (See Figure 8)

Figure 8

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 "Yes, Go Live" button located in the lower right-hand corner of the confirmation window.
  • (See Figure 9)

Figure 9

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 will need to remove that tracking.