Overview

Prerequisites:

• Before you can enable your Mixpanel Server-Side Destination, you will need to install the Shopify Source on your store. Follow our guide on how to Install the Shopify Source

Add Mixpanel as a Server-Side Destination

Add Destination:

• On the homepage of your Elevar Account, locate and click on the "My Tracking" tab from the left-hand menu.
• Once in "My Tracking" section, 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 "Mixpanel".
  • Once the Mixpanel destination appears from the search function, click on it.
    • (See Figure 1)

Figure 1

Get Started:

• After locating and clicking on the Mixpanel destination, you will be taken to overview screen.
• After reading the "Integration Notes", click the "Get Started" button located in the lower left-hand corner of the Overview section.
  • (See Figure 2)

Figure 2

Entering Mixpanel Settings

Mixpanel Project Token:

• Within the "Mixpanel Settings" section, type your Mixpanel Project Token into the text box.
  • How to find this.
• If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Mixpanel destination.
  • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Mixpanel.
  • 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 Mixpanel settings, click on the "Save and Continue" button located at the bottom of this section.
  • (See Figure 3)

Figure 3

Select Events:

• Once you have entered your Mixpanel Project Token, you have to select what events the Events settings.
  • Click on the button labeled "Use best practices". By default, we have enabled all the events we support and have provided an event name for each.
  • If you would like to adjust the events sent, select "Customize settings". Then use the boxes to check off which events you would like to send to Mixpanel.
  • You can also change and adjust the names of these events by clicking on the "Event Name" box next to each event and type in the desired name.
  • If your previous tracking used different event names, please change the names to match. This will ensure continuity between your historical and future data.
• After selecting what the events click on the "Save and Continue" button located at the bottom of this section.
  • (See Figure 4)

Figure 4

Consent Mode:

• After selecting what events you want to send to Mixpanel, you will be prompted to enable Consent Mode.
  • Enabling 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 Mixpanel.
    • By enabling Consent mode, your destination will be made "consent aware". This allows you to adjust when data gets sent to this destination based on the consent choices of your users.
    • If you've configured consent mode in your data layer settings for cookie compliance, then you can configure this option here as well. [How to make sure my server-side tracking adheres to my consent rules]
• If you do not want to enable Consent Mode in your data layer settings, 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

Filter Transactions:

• After selecting details for enabling Consent Mode, you need to choose whether or not to filter transactions. This step allows you to control exactly what purchase events are sent to Mixpanel.

  • The most common scenario where retailers may want to block or send orders is with offline 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!

• Currently, our recommended practices suggests clicking the button labeled, "Yes, Block some transactions".

  • Additionally, if you have chosen "Yes, Block some transactions" navigate to the section below titled "Block some transactions" and either click on the "Use Best Practices" button or "Customize". If you select the "Customize" option, you have the ability to choose additional transaction filters to block (e.g., Sales Channel, Order Tag, Order Gateway, Customer Tag, App ID).

• If you do not want to Filter Transactions, then click on the button labeled "No, Send all".

• 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 6)

Figure 6

Subscriptions:

• If you sell subscriptions, select whether you are using the unified Shopify checkout, or using a separate checkout.

• If you do not sell subscriptions, select the button labeled "No".

• Once you have all of selected all of the information for Subscriptions using unified Shopify checkout, click on the "Save and Continue" button located at the bottom of this section.

  • (See Figure 7)

Figure 7

Going Live:

• After completing all of the previous Mixpanel 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" bottom located in the right-hand corner of the confirmation window.
  • (See Figure 8)

Figure 8