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Please note that this guide is for customers using Elevar's Server-Side integration.

Overview

• Install Elevar's Data Layer & Shopify Source on your store. Follow our guide on How to Implement the Shopify Source.

Prerequisites with Shareasale

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

Create a ticket in Shareasale by following this link. In the ticket request that the following 2 items are completed.

• Enable the Merchant API in the your Shareasale account
• Authorize the account to make the New Transaction API call

You should receive written confirmation from Shareasale that these steps have been performed and the account is ready to receive server side events.

Lastly, you will need to disable IP address matching by going to "Tools" > "Merchant API" and selecting "Require IP address match only for version 1.1 or lower" and clicking "Update Settings"

Once these steps are complete, you can activate the Shareasale destination as outlined below. After that is complete, use the test url provided by your Shareasale rep to perform a test purchase, and verify with the rep this was received correctly.

Add ShareASale as a Server-Side Destination

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

Figure 1

Get Started:

• After locating and clicking on the ShareASale 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

Enter ShareASale Settings

ShareASale Settings:

• Within the "ShareASale Settings", you will need to enter your ShareASale account intformation in order to connect the integration.
  • Navigate to the section of the page titled "ShareASale Merchant ID" and use the text box to enter your Merchant ID.
  • Navigate to the section of the page titled "ShareASale Access Token" and use the text box to enter your Access Token.
  • Navigate to the section of the page titled "ShareASale API Secret" and use the text box to enter your API Secret.
  • You also have the optional ability to add in your Store ID. To do this, navigate to the section of the page titled "ShareASale ID" and use the text box to enter your Store ID.
• If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your ShareASale destination.
  • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to ShareASale.
  • 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 for the ShareASale settings click on the "Save and Continue" button 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.
• 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 ShareASale 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 a Transaction Identifier, you need to choose a Product Identifier.
  • Click on either the "Product SKU", "Product ID", or "Variant ID" button. Typically, "Product SKU" is the most commonly used Product Identifier for ShareASale 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 Transaction 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 and 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 at the bottom of this section.
  • (See Figure 8)

Figure 8

Go Live:

• After completing all of the previous ShareASale 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

Remove Previous Tracking:

Remove any previous tracking you've had hardcoded in your theme or tags in Google Tag Manager(GTM).

QA Tracking:

Review that the new Elevar Events are passing the data that you need. If all looks good update your campaigns to use the event based conversions.