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

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 2)

Figure 2

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.
  • For a step-by-step guide on how to connect and set up your non-Shopify subdomain pages, follow this guide.
    • (See Figure 3)

Figure 3

Enable Session Enrichment

Consent Mode for Session Enrichment:

• If you would like to enable consent mode for Session Enrichment, you will be guided to enable consent mode which will allow you to adjust when data gets sent to Session Enrichment based on the consent choices of your users.
  • (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, locate the Facebook destination and click on the "Set Up" button. For the Facebook destination, follow this guide for a step-by-step guide on how to configure the destination.
  • If you would like to configure a different destination, locate and click on the "Add Destination" button. 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 "Mark as Complete" button in the lower left-hand corner of the "Set up Elevar tracking on all your destinations" box.
  • (See Figure 6)

Figure 6

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 "Set up tracking for post-purchase upsell funnels" box.
  • (See Figure 7)

Figure 7

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 8)

Figure 8

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 9)

Figure 9