At a Glance: This article will guide you through integrating your Shopify store with Trackier using the built-in WebSDK and App Install methods. The integration allows seamless tracking of campaigns, clicks, conversion data, and even cancelled orders.
Overview
Trackier's Shopify integration offers the ability to monitor campaigns, their unique identifier, order number, and order title. This will result in improved efficiency and eliminate the need for supplementary tracking links, affiliates, or collaborators. All daily Shopify operations can be seamlessly tracked using Trackier.
Integration advantages
The clicks and the number of conversions that are reflected on the Shopify store would be tracked on the Trackier platform.
The setup process is very easy and does not require any additional technical knowledge.
The integration process has to be configured just once and will work for all the campaigns that you want to run through Shopify.
Integration Methods
There are two methods of integrating with Shopify:
1. Trackier App Install Integration (to Track After-Purchase Events)
2. Web SDK Integration (for One-Click Checkout)
Web SDK Integration for One-Click Checkout
One-click checkout happens when customers visit their online shopping cart and purchase items within a single click.
Setting Up One-Click Checkout as a Shopify Merchant
From your Shopify admin, go to Settings > Payments.
In the Shopify Payments section, click Manage.
In the Shop Pay section, check Shop Pay.
Click Save.
After setting up your one-click checkout, all you need to do is create a new customer event and place our web pixel on Shopify for seamless conversion tracking.
To Create a New Customer Event
Click on Settings and go to Customer Events
Click on Add Custom Pixel.
Add the Shopify Web Pixel, which you can get from the Trackier panel.
Shopify App Install to Track cancelled orders
Trackier now lets you track the orders that the user has cancelled. To track cancelled orders on Shopify, you'll need to follow a few steps both within Shopify and the Trackier panel.
Steps in Shopify
Simple 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 following checkboxes:
read_assigned_fulfillment_ordersread_fulfillmentread_orders
Install & Reveal Token: Click Save, then Install app, and finally click Reveal token in the Admin API section to get your Access Token.
Note: This integration does not access or store any personal information such as the user's name, phone number, email address, or other sensitive data.
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/adminYour Store Name: The portion of the URL that reads
yourstorename.myshopify.comis 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. Afterwards, 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 (again, please refer to the screenshot for clarity).
In the Txn ID field, set the value to Order ID to align with Shopify’s order identification.
In the Sub1 field, please set the value to Order Name to ensure alignment with Shopify’s order name identification.
In Sub2, you can see the accessible values and can set them as per your requirement.
Note: This integration only accesses and processes non-personal data related to orders, such as city, delivery partner, payment gateway, and tracking number. No personally identifiable information (PII) such as name, email ID, phone number, or banking/card details is accessed or stored. Therefore, this integration is fully secure and designed to safeguard user data.
Enable the Order Cancel Webhook by selecting Yes, which ensures that cancelled orders will be tracked in Trackier.
After making these changes, click Save to finalise the configuration.
With these steps completed, the integration for tracking cancelled orders between Shopify and Trackier will be fully set up and active.
Broaden Your Knowledge:
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