How to Set Up Elevar
Onboarding Elevar Guide
Overview
This guide is designed to walk you through each step of onboarding with Elevar.
Set Up My Tracking
Shopify Source:
- Begin on your Elevar homepage. Use the left-hand navigation menu, and ensure that you are on the "My Tracking" tab.
- If you have a Shopify Source, navigate to the section of the page titled "Set Up Sources" and locate the "Shopify" box. Within the Shopify box, click on the "Set Up Now" 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.
- (See Figure 1)
Figure 1
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 need to set up this source if you want us to capture attribution data for your shoppers' entire journey.
- If you have non-Shopify subdomain pages, click on the "Yes" button located in the lower left-hand corner of the box. For a step-by-step guide on how to connect and set up your non-Shopify subdomain pages, follow this guide.
- If you do not have non-Shopify subdomain pages, click on the "No" button located in the lower left-hand corner of the box.
- (See Figure 2)
Figure 2
Enable Session Enrichment
Consent Mode for Session Enrichment:
- After setting up your sources, you will unlock Session Enrichment. By enabling, you will be able to identify users without relying on cookies with Session Enrichment. Empower data-driven campaigns by recognizing returning users and enahncing data sent to Facebook CAPI, Klaviyo, Google Ads and more!
- (See Figure 3)
_Figure 3_
Add Marketing Destinations
Destinations:
- After setting up your Sources, the next step is to add Marketing Destinations.
- On the right-hand side of the page, either locate the Facebook destination and click on the "Set Up" button. You will then be guided to set up the Facebook destination. Follow this guide for a step-by-step guide on how to configure the Facebook 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
- Once you have set up the desired destinations, click on the "Next Step" button.
- (See Figure 4)
Figure 4
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?" located on the left-hand side of the page.
- If you have more than one domain for your store, click on the "Yes" button. Then, navigate to the section of the page titled "Set up Elevar tracking on all your domains" and follow the guide to learn how to set up tracking on all of your domains depending on their specific configuration.
- If you do not have more than one domain, click on the "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 box.
- (See Figure 5)
Figure 5
Post-Purchase Upsells:
- Navigate to the box titled "Do you offer post-purchase upsell funnels?" located on the left-hand side of the page.
- If you offer post-purchase upsells funnels, click on the "Yes" button. Then, navigate to the section of the page titled "Set up tracking for post-purchase upsell funnels" and follow the guide to learn how to set up tracking on all of your domains depending on their specific configuration.
- If you do not offer post-purchase upsell funnels, click on the "No" button.
- Once you have selected the required information regarding post-purchase upsell funnels, locate and click on the "Mark as Complete" button in the lower left-hand corner of the box.
- (See Figure 6)
Figure 6
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 7)
Figure 7
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 8)
Figure 8
Updated 10 days ago