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 information to connect accounts.
  • Enter your Sendlane Token and API V2 Token. [How to find these]
• Once you have entered all of the required information, 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 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 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. 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)

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

Figure 8