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This guide applies to data layer versions before 3.9

Follow this guide to upgrade to version 3.9 you'll be ready for checkout extensibility

Shopify's Checkout Extensibility offers many new features for merchants to take advantage of. This does, however, affect your tracking.

Overview:

Upgrading to Shopify's new Checkout Extensibility (which offers many great new features) will impact the tracking of ShopifyPlus Merchants. Namely, it removes the ability to use the checkout.liquid.

This means you won't be able to track checkout or purchase events via the checkout.liquid.

For Plus Merchants that do want to upgrade to Shopify's new checkout, you'll need to migrate your existing purchase datalayer script to your Checkout Settings Additional Scripts section. This will allow you to continue tracking purchase events only.

In addition, you'll want to enable Elevar's new action-based Checkout Funnel Server Events to mitigate data loss of the checkout funnel events (initiate checkout, add shipping info & add payment info).

The steps below show how you can do this:

Step 1: Check if you have the checkout.liquid enabled

In Shopify, navigate to Online Store > Themes > Actions > Edit Code

In the Layout section, if you see the checkout.liquid then proceed to Step 2. If you don't see the checkout.liquid, then proceed to Step 3.

Step 2: Migrate your Purchase Data Layer Script

If you did see the checkout.liquid in your theme during Step 1, then we'll need to migrate your purchase tracking from being hosted in the checkout.liquid to living in your Shopify Checkout Settings.

Part A: Publish your Checkout Extensibility Checkout

Follow [Shopify's Guide] on Creating and Publishing your new checkout!

You can know that this step is successfully completed by going to Shopify's Checkout Settings and seeing that the Checkout Customizations & Upgrade Status settings match the below with a green checkmark next to Checkout only & a green "Live" status next to your new checkout:

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Do not proceed to until your new Checkout Extensibility Checkout is live.

The script in Part C will not appear in your Elevar account unless you have a live Checkout Extensibility Checkout.

Part B: Delete the Elevar Snippets from your Checkout.Liquid

In your checkout.liquid, delete the elevar-head, elevar-head-listener, & elevar-checkout-end snippets.

Part C: Add the Order Status Page Script to your Checkout Settings

Back in Elevar, navigate to your Data Layer Source > Configure Checkout > Click Copy to Clipboard

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Don't see this script?

This script only appears in your Elevar account if: 1) You have a live Checkout Extensibility Checkout or 2) Your live Shopify Theme does not have the checkout.liquid.

If you don't see this script, please make sure you have a live Checkout Extensibility Checkout as directed in Part A.

Back in Shopify, navigate to Settings

Click Checkout and accounts > Scroll down to the Order Status Page section

Under Additional Scripts, paste in the script you copied earlier > Press Save.

In Elevar, navigate to My Tracking > Data Layer Listener > View

Select Configure Checkout > Click Copy to Clipboard

Back in your Shopify Checkout Settings, paste the code in the Additional Scripts section > Press Save.

Step 3: Enabled Action-Based Checkout Tracking

In each destination you've setup in Elevar, navigate to Events > Event Breakdown > Ensure that your desired checkout funnel events are selected in the server column.

Then under Event Tracking Customization, ensure that you enabled the Use checkout related actions as the trigger for checkout funnel events option.

Be sure to save your changes!

Now, your Elevar purchase tracking will now continue working through the migration to Shopify's Checkout Extensibility. Plus you'll maintain checkout funnel events server-side for your Elevar destinations!

BONUS: Follow for Site Speed Enhancements

For GA4 & UA (because they don't deduplicate data like Facebook & TikTok do), delete the checkout funnel events from your GTM Web Container.

This will also help reduce the size of the GTM container loading on your website, which will help with site speed!