Overview
Tracker now lets you track the orders that the user has canceled. To track cancelled orders on Shopify, you'll need to follow a few steps both within Shopify and the Trackier panel.
Steps to Generate a Shopify Access Token:
Login & Navigate: Log in to your Shopify admin, then go to Settings > Apps and sales channels.
Enable Development: Click Develop apps (allow custom app development if prompted).
Create App: Click Create an app, name it, and select an App developer.
Set API Scopes: In the Overview tab, click Configure Admin API scopes and select the required scopes. You only need to select the read_assigned_fulfillment_orders, read_fulfillment (services), and read_orders checkboxes. Please refer to the attached screenshot.
Install & Reveal Token: Click Save, then Install app, and finally click Reveal token in the Admin API section to get your Access Token.
Finding your Shopify Store ID:
Admin URL: While logged into your Shopify admin, look at the URL in your browser's address bar. It should follow this format: https://yourstorename.myshopify.com/admin.
Your Store Name: The portion of the URL that reads yourstorename.myshopify.com is essentially your Shopify ID. This unique name is what sets your store apart within the Shopify ecosystem.
Steps in the Trackier Panel
In Trackier, the integration process starts by navigating to the Automation section in the Trackier panel. From there, go to E-commerce and select Shopify App Install.
Under Action, choose Add Integration to begin setting up the Shopify integration.
You’ll need to enter your Shopify Store ID, which can be found in your Shopify URL (for reference, you can look at the attached screenshot). Once you have the Store ID, paste it into the required field. Afterward, paste the API access token you previously copied from Shopify into the designated field. Ensure that the integration status is set to Active, then click Save to confirm.
Once the integration is saved, return to the Trackier panel to verify that the integration has been successfully created.
To complete the setup, click on Edit next to the newly created integration (please refer to the screenshot for clarity).
In the TXN ID field, set the value to Order Name to align with Shopify’s order identification.
In the sub1 field, please set the value to Order ID to ensure alignment with Shopify’s order name identification.
To complete the setup, follow these steps to track orders and cancellations from Shopify in Trackier:
Enable Order Tracking: Check the Order Tracking box. Once enabled, all new orders will be tracked in Trackier automatically.
Enable Order Cancel Webhook: Select Yes for the Order Cancel Webhook. This ensures that any cancelled orders are recorded in Trackier.
Configure Click ID Parameter: Select the appropriate Click ID parameter from the options: utm_term, click_id, or trclickid.
Shopify orders can come from different traffic sources, and the Click ID is used to link each order back to the specific ad click or campaign that generated it. Choosing the correct parameter ensures that orders are accurately attributed, and without it, the app cannot identify the source of the order.
UTM Campaign Check: Enable this option if UTM campaign data is included in your Shopify order notes.
This allows Trackier to capture campaign-specific details for accurate reporting and analytics, helping you track which campaigns are performing best and ensuring proper attribution for performance-based incentives.
Missing Orders Sync: This option automatically resyncs any orders that may have been missed due to a missing Click ID or network issues.
During the resync, orders are matched with the correct Campaign ID and Publisher ID, ensuring accurate tracking and campaign attribution. Enabling this feature helps ensure that no orders are lost and that reporting remains fully accurate.
With these steps completed, your Shopify integration with Trackier will be fully active, tracking both new and cancelled orders efficiently and ensuring accurate campaign attribution.
Note:
Please ensure that the Publisher ID and Campaign ID are included in the campaign URL when setting up the campaign if you enable the Missing Orders Sync option.
If UTM Campaign Check is enabled, make sure to include the utm_campaign parameter in the URL to allow proper campaign attribution.
Track New user and Old user data
How to Capture Data Based on New and Existing Users
As a Shopify merchant, you may sometimes need to capture data that distinguishes between new and returning users. This data can be utilized to track user behavior and retention rate to retarget or reengage them in the future for potential conversion and upselling. Fortunately, Trackier offers a simple solution for capturing this data by using the global goal in the Shopify App install configuration.
Step 1:
Select the "read_customers" scope in the Admin API access scopes configuration on the Shopify Admin panel. This step is crucial to record user data in the Trackier panel.
Step 2:
On the Trackier panel, create a "New user" global goal and set the default goal name as "Old user" to distinguish better.
Step 3:
On the Shopify App install configuration page in Trackier, select the New User goal as "New User(Global Goal)" and save the changes.
Order tracked in conversion report
Goal name and goal value will help you filter out new user from the old user for analytics and strategic purposes.
Note: In case adding a Global Goal feature is not activated for your account, please get in touch with your account manager or reach out to us at support@trackier.com to activate the same.
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. Feel free to reach out to us at any time by sending an email to support@trackier.com or using the in-platform chat feature.
