How to Set Up Smartly in Elevar as a Server Side Destination

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)
  • Click on the "Save and Continue" box at the bottom of this section.
    • (See Figure 4)

_Figure 3_

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. 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 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 button labeled "Yes, Go Live".
    • (See Figure 8)

Step 7 screenshot

_Figure 8_


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