Overview

Prerequisites:

• If you haven't installed our Shopify Source in your Elevar App. Follow our guide on how to implement the Shopify Source.

Add Sendlane as a Server-Side Destination

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

Figure 1

Get Started:

• After locating and clicking on the Sendlane 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 Sendlane Settings

Sendlane Settings:

• Within the "Sendlane Settings", you will need to enter your Sendlane settings to connect the integration.
  • Navigate to the section of the page titled "Sendlane Token" and use the text box to enter your token.
  • Navigate to the section of the page titled "Sendlane API V2 Token" and use the text box to enter your Sendlane Token and API V2 Token.
    • [How to find these]
• If you have "Markets" enabled in your Shopify Source, you will see the "Markets" section in your Sendlane destination.
  • Select either the "All Markets", "Specific market(s)", or the "No Market ID" button to specify which markets will send data to Sendlane.
  • 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 all of the required information, 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 Sendlane Settings, you have to select the Event settings.
• Either click on the button labeled "Use best practices" or "Customize Settings". Currently, our "Use best practices" recommends sending view item, add to cart, and begin checkout events.
  • Under the "Breakdown" menu, you can select if you would like to send additional events.
• 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)

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 Sendlane.
  • 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

Filter Transactions:

• After selecting details for enabling Consent Mode, you need to choose whether or not to filter transactions.
• Currently, our recommended practice suggests clicking the button labeled, "Yes, Block some transactions", and blocking exchange & 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 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. 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 7)

Figure 7

Go Live:

• After completing all of the previous Sendlane 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)

Figure 8