How to Set Up Voluum as a Server Side Destination
Overview
Prerequisites:
- If you haven't installed our Shopify Source in your Elevar App. Follow our guide on how to implement the Shopify Source.
Update Voluum links to pass the Click ID with a "vlmcid" query parameter.
Our integration looks for a click ID value of "vlmcid" and not "cid". Please update your links to pass vlmcid={clickid} so that our server events can send Voluum the associated click ID with a purchase event.
[Voluum Documentation]
Add Voluum as a Server-Side Destination
Locate Voluum 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 "Voluum".
- Once the Voluum destination appears from the search function, click on it.
- (See Figure 1)
_Figure 1_
Get Started:
- After locating and clicking on the Voluum 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 Voluum Settings
Voluum Settings:
- Within the "Voluum Settings", you will need to enter your Voluum settings.
- Add in your Voluum Domain URL
- If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Voluum destination.
- Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Voluum.
- 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.
- Click on the "Save and Continue" button at the bottom of this section.
- Click on the "Save and Continue" box at the bottom of this section.
- (See Figure 3)
Figure 3
Select Events:
- Once you have entered your Voluum Settings, you have to select the Event settings.
- Either click on the button labeled "Use best practices" or "Customize". Under the "Breakdown" menu, you can customize what events are being sent to Voluum.
- After selecting what events you want to send, click on the "Save and Continue" button at the bottom of this section.
- (See Figure 4)
_Figure 4_
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)
_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 Number", or "Order Name" button. Typically, "Order Number" is the most commonly used transaction identifier for Voluum 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 Voluum 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.
Updated about 1 month ago