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How to Set Up Smartly as a Server Side Destination

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Overview

Follow this step-by-step guide to launching your Smartly Conversion API integration!

Prerequisites:

Add Smartly as a Server-Side Destination

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

Step 1 screenshot

_Figure 1_

Get Started:

  • After locating and clicking on the Smartly 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 2 screenshot

_Figure 2_

Entering Smartly Settings

Smartly Settings:

  • Within the "Smartly Settings" add in your Smartly Bearer Token. [How do I find this?]
    • If you'd like to only send purchase events when there is a specific source and medium value associated with those orders, you can add in a customization in your Advanced Options.
    • The Source Name is the "utm_source" value in the URL of the customer's browsing session. The Medium Name is the "utm_medium value in the URL of the customer's browsing session. [Learn more]
    • If you configure the above customization & choose to end recurring orders to Smartly. Only recurring orders with the associated source/medium UTM parameters will be sent.
      • (See Figure 3)

Figure 3

  • If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Smartly destination.
    • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Smartly.
    • 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 "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 Smartly Settings, click on the "Save and Continue" button located at the bottom of this section.
    • (See Figure 4)

Step 3 screenshot

Figure 4

Consent Mode:

  • After entering your Smartly 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 Smartly.
    • 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 5)

Step 4 screenshot

_Figure 5_

Filter Transactions:

  • After selecting the information for enabling consent mode, 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 5 screenshot

_Figure 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 6 screenshot

_Figure 7_

Go Live:

  • After completing all of the previous Smartly 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 8)

Step 7 screenshot

_Figure 8_

🚧

Be sure to remove any pre-existing Smartly tracking setup if you haven't already done so! [How to remove previous tracking]

Updated 16 days ago