Live Sales Tracking Instructions (Shopify Direct)

This is a script which allows Confer With to track a sale related to a Live Video call on the platform. We call this the Sales Tracking Script and its added into your checkout configuration, within Shopify, to trigger on a page where your customers are taken, post purchase. The script will trigger once an order is placed and paid for and pass the relevant information to our script so it can relay back to Confer With to drive your Conversion Rate and Actual Sales tracking in your reporting portal.  

The flow of events to manage this script is as follows : 

If a call has happened on Confer With, on the same device, we will then then report back into your reporting dashboard to show your conversion rate. The following details will be available to you, post purchase to analyse in your report portal. 

• Invoice/Order reference
  This is your checkoutID and is fully searchable in Shopify to identify your order
  
  
  
• Date
  This is the date of which you wish to pass which is related to the sale e.g. "01/01/2022 12:00"
  
  
• Value
  This is the invoice / sale value and will drive your Average Order Value in the platform - this should be the total amount of the sale, including taxes and without the currency. e.g. "100"
  
  
• List of products
  This is an array of products that were purchased in the sale and will feed through to your reporting for further analysis.

Configure Shopify to notify Confer With of the sale. 

1. Login to Shopify as an administrator, or a user that has permission to configure the settings on Shopify. After this, you should be presented with your admin portal for your Shopify Site. 
2. In the bottom left hand corner you will see a "Settings", please click this to be taken to the Shopify Settings area :
   
3.  Locate the option called "Checkout" and click this :
   
4. Scroll down and towards the bottom of these settings you will see two sections - "Order Status Page" and "Post-Purchase Page". Both of these options should have the Confer With checkout script configured in. 
   
   <script>var ecommerce = "shopify" </script>

   <script src="https://live.conferwith.io/cdn/checkout.js"></script>

   
   
   Note : If there are already scripts in this section, please just add to the top of the list.
   
   
5. Finally click "Save" to apply your settings : 
   

V1.1 : 31/05/2023