How to Set Up Snapchat in Elevar as a Server-Side Destination

How To Configure Snapchat Conversion API via Elevar Server-Side Destination

Overview

Prerequisites:


Add Snapchat as a Server-Side Destination

Locate Snapchat 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 "Snapchat".
    • Once the Snapchat 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 Snapchat 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 Snapchat Settings

Snapchat Settings:

  • Within the "Snapchat Settings", you will need to enter your Snapchat Pixel ID and Access Token.
  • If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Snapchat destination.
    • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Snapchat.
    • 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.
  • Once you have entered the required Snapchat settings, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 3)

Step 3 screenshot

_Figure 3_

Select Events:

  • Once you have entered your Snapchat Settings, you have to select the Event settings.
  • Either click on the button labeled "Use best practices" or "Customize".
  • After selecting what events you want to send, click on the "Save and Continue" button located at the bottom of this section.
    • (See Figure 4)

Step 4 screenshot

_Figure 4_

🚧

If you are a subscription business then you have the option to also enable the "Subscription purchase" event.

Selecting this option will trigger a "Subscribe" event to fire anytime your customers purchase a subscription (e.g. Subscription First Order). If you also sell one-time products via native Shopify checkout then this event can help you distinguish between first-time and subscription purchases inside of Snapchat.

🚧

Note: recurring orders are handled separately in the Block Transactions Step.

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. 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 Snapchat.
    • 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 5 screenshot

_Figure 5 _

Select Transaction Identifier:

  • After selecting details for Consent Mode, you need to choose a Transaction Identifier.
    • Click on either the "Order ID", "Order Name", or the "Order Number" button. Typically, "Order ID" is the most commonly used transaction identifier for Snapchat integrations.
  • After selecting the Transaction Identifier, click on the "Save and Continue" button located at the bottom of this section
    • (See Figure 6)

_Figure 6 _

Select Product Identifier:

  • After selecting the Transaction Identifier, you will need to choose a Product Identifier.
    • Click on either the "Variant ID", "Product ID", or the "Product SKU" button. Typically, "Variant ID" is the most commonly used transaction identifier for Snapchat integrations.
  • After selecting the Product Identifier, click on the "Save and Continue" button located at the bottom of this section
    • (See Figure 7)

Step 6 screenshot

_Figure 7_

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 and historical import orders.
  • Once you have all of selected all of the information for Filtered Transactions, click on the "Save and Continue" button located at the bottom of this section.
    • (See Figure 8)

Step 7 screenshot

_Figure 8 _

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 9)

Step 8 screenshot

_Figure 9_

Web Container Setup:

  • After selecting the required information for configuring subscription settings, you will need to set up the Web Container.
    • Click on the "Download Pre-Built Web Tags" button.
    • Then import & publish these tags in Google Tag Manager. [How do I do that?]
  • Once you have completed the Web Container set up, click on the "Mark as Complete" button located at the bottom of the section.
    • (See Figure 10)

Step 9 screenshot

Figure 10

Go Live:

  • After completing all of the previous Snapchat 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 11)

Step 10 screenshot

_Figure 11_

🚧

Remove any previous Snapchat tracking for this Pixel and if you were using the native Snapchat Sales Channel, follow these steps to disable this app's tracking.