Skip this project if your company isn't an eCommerce company.
Conversion tracking for Shopify is a bit different than if you have a different type of site.
Shopify, and other ecommerce platforms, simplify a lot of things through apps, integrations, and easier-to-use UIâs. But in their simplifications they also make things quite different, so this project will walk you through the nuances of setting up conversion tracking in this different environment.
We use Shopify as the example as its the most popular ecommerce platform currently on the market. If you use another platform, such as Bigcommerce, then the steps are similar, just with a different UI.
Letâs get started.
Google Analytics, like we discussed earlier, is the bread and butter of any analytics and tracking setup.
Luckily, Shopify and other ecommerce platforms have integrations that handle the brunt of installation of Google Analytics. But there are still a few things you need to do.
Weâll use the Shopify GA help page as a guide here. There is a bit of information there, and you can skip most of it if you have a Google Analytics account already, so weâll tell you what to focus on.
If you havenât already, youâll want to add your GA tracking tag. Assuming this isn't in your conversion events doc already, open up GA, then head to Admin > Data Streams > {Your Site}. Copy the Measurement ID in the top-right corner. Then add this ID to your site in your Online store > Preferences.
Youâll also want to make sure that code is not already manually installed into the page in the theme.liquid file (Step 1 of the Shopify guide walks you through that).
Once youâve installed GA in Preferences and made sure GA isnât installed manually, youâll want to follow Step 4: Turn on ecommerce tracking in the Shopify guide.
Ecommerce tracking and the improved Enhanced Ecommerce (which we recommend) will automatically set up events and goals on your site, including product page views, adding to cart, initiating checkout, purchasing, and more.
In this phase weâll walk you through how to add tracking for the different ad channels. Weâll be adding to your Conversion Mapping doc as you go along to keep tracking of all the events being tracked and what they mean for each channel.
Most channels will require some coding (so best to involve an engineer in this process).
Add your Facebook Pixel ID to Shopify and itâll automatically track nine different events a user may take on your site.
This includes viewing a product page, searching, adding to cart, initiating checkout, registering, purchasing, and more.
For steps on adding it, and more information on the events it will track, check out Shopifyâs Facebook pixel help page.
Make sure to add that list of events to your conversion Mapping doc if you havenât already.
If youâre running Google Ads (aka AdWords), and you want it to create audience lists, such as All Site Visitors, or All Customers, or even a list for everyone who purchased in that last 30 days, youâll need to create a âremarketing tagâ and add it to the site.
This is useful for excluding already converted users, and for retargeting visitors who didnât convert. We highly recommend it.
Add it in by following these steps on Shopifyâs help page.
Every other channel is more complicated, as the events are spread out in a few different places.
Chat with us if you get confused or stuck.
We strongly recommend you have your engineers do the steps below. Not you.
Adding tracking for purchase conversion is different than any other event. Why? Because for Shopify and most other ecommerce platforms, the checkout flow and order confirmations happen on a Shopify hosted site that you donât really have much control over.
The most you can do is insert HTML (i.e., ad channel conversion pixels) into the order confirmation page through Shopifyâs settings.
If youâre adding Google Ads to your site, you can follow these steps to install it.
Otherwise:
Make sure to add the Purchase event to the Conversion Mapping doc for each new ad channel you set up.
Because the checkout conversion events are on Shopifyâs site and not your own, you canât actually track them manually. So you canât track things like âadd shipping infoâ or âadd payment info.â All you can track is when a customer starts checking out (initiate checkout) and when they finish it (purchase).
If your product is available on a subscription basis, you might use a third-party Shopify app like Recharge to allow those checkouts to happen. But hereâs the catch: these products have checkouts that occur on other sites entirely. Not on Shopify. So you may have to add a conversion pixel with those third-party app settings in Shopify.
All other conversion actions are added in through code just like they would be on any other website. Have your engineers add all the remaining events from your analytics proposal.
Now that you have everything installed, go into each ad channel and analytics software and verify that all the events are firing as desired.
Log into Google Analytics. And go to Real-Time > Events. Do you see the events in the GA events tab?
Verify that the right events are firing on your other ad channels as well.
Go back to the Conversion Tracking > Overview of Projects and move on to the next step.