Overview

This guide is designed to walk you through each step of onboarding with Elevar.

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Set Up My Tracking

Welcome to Elevar:

• Begin on your Elevar homepage. Use the left-hand navigation menu, and ensure that you are on the "My Tracking" tab.
• Navigate to the box titled "Welcome to Elevar!".
• Click on the button labeled "Set Up My Tracking" at the bottom of this section.
  • (See Figure 1)

Figure 1

Connect Google Accounts:

Google Account:

• Navigate to the "Google Account" box and click on the "Authenticate" button. You will be brought to a separate window to connect with your Google account.
  • (See Figure 2)

Google Tag Manager (Web):

• Navigate to the "Google Tag Manager (Web)" box and click on the "Connect" button. You will be brought to a separate window to connect with your Google Tag Manager account.
  • Connect to the "Default Workspace" when connecting the Google Tag Manager Container.
    • (See Figure 2)

Figure 2

Set Up Data Sources:

Shopify Source:

• If you have a Shopify Source, navigate to the section of the page titled "Set Up Data Sources" and locate the "Shopify" box. Within the Shopify box, click on the "Set Up" button in the lower left-hand corner of the box.
  • If you still need to install the Elevar App in your Shopify store, follow this guide.
  • For a step-by-step guide on how to connect and set up your Shopify Data Source, follow this guide.
• Once you have connected your Shopify Store, click on the "Connect" button at the bottom of this section.
  • (See Figure 3)

Figure 3

Non-Shopify Subdomains:

• If you have any non-Shopify Subdomains (e.g., a WordPress blog, third-party landing pages, or a headless website), you will be guided to set up the Non-Shopify Subdomain Source.
  • (See Figure 4)

Figure 4

Add Marketing Destinations

Destinations:

• After setting up your Data Sources, the next step is to add Marketing Destinations.
• On the right-hand side of the page, click on the "Add Destination" button. A drop-down menu will appear, and use the search function to locate your desired Destinations.
  • For Facebook, follow this guide.
  • Google Analytics 4, follow this guide.
  • For all other guides, please check our knowledge base articles here: All Integrations
    • (See Figure 5)

Figure 5

Manage Store Options

You will be prompted to answer questions regarding your stores to personalize your tracking for best performance.

Multiple Domains:

• Navigate to the box titled "Do you have more than one domain for your store?" and either click on the "Yes" or "No" button.
• Once you have selected the required information regarding the domain of your store, locate and click on the "Continue" button in the lower left-hand corner of the box.
  • (See Figure 6)

Figure 6

Third-Party Checkouts:

• Navigate to the box titled "Do you use any third-party checkouts?" and either click on the "Yes" or "No" button.
• Once you have selected the required information regarding third-party checkouts, locate and click on the "Continue" button in the lower left-hand corner of the box.
  • (See Figure 7)

Figure 7

Post-Purchase Upsells:

• Navigate to the box titled "Do you offer post-purchase upsells funnels?" and either click on the "Yes" or "No" button.
• Once you have selected the required information regarding post-purchase upsells funnels, locate and click on the "Continue" button in the lower left-hand corner of the box.
  • (See Figure 8)

Figure 8

Remove Previous Tracking

Remove Tracking:

• After entering the required information for setting up your store, the next step is to remove any previous tracking that you have in your Shopify admin or from other sources. This is a very important step to ensure that you avoid duplicate tracking and get higher conversion accuracy.
• After removing any previous tracking, click on the "Mark as Complete" button located in the lower left-hand corner of the page.
  • (See Figure 9)

Figure 9

Live Configuration

Live Configuration Confirmation:

• If you have completed all of the steps accurately, you will be brought to a confirmation window titled "Your configuration is live!".
• Locate and click on the "Continue" button located at the bottom of this window.
  • (See Figure 10)

Figure 10