Live Sales Tracking Instructions (Shopify Pixel / Extensibility)

Overview

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.

Background

Shopify has introduced a new method of checkout called Checkout Extensibility, offering developers and merchants greater flexibility and control over the checkout process. This new feature allows for more advanced customizations, ensuring a seamless and optimized checkout experience for customers. With this change, Shopify is gradually deprecating older methods of custom tracking at checkout, meaning that if you've upgraded your store, you will need to transition to using the new pixel checkout tracking system. 

This is simple to do and involves configuring custom pixels through Shopify's Customer Events section, where you can manage and integrate your tracking pixels directly into the checkout flow. By adopting this updated approach, you can ensure that your custom tracking is fully compatible with Shopify's latest enhancements to the checkout process.

Installation

Please follow the instructions below to enable this :  

Step 1: Access Shopify Admin

1. Log in to your Shopify Admin.
2. Navigate to Settings in the bottom left corner of the dashboard.

Step 2: Access Customer Events

1. In Settings, click on Customer Events (this option may appear as "Events" or similar, depending on your store’s setup and Shopify plan).
    
2. Here, you will see options to manage event tracking for your store.

Step 3: Add a New Custom Pixel for Checkout

1. Click on Add New Event or Add Custom Pixel (depending on your Shopify setup) and provide an appropriate name - e.g. Checkout Tracking e.g. 

Step 4 : Set the Privacy Levels

As this is not marketing and we are not selling the data to third parties for analysis (this is your data) please set the privacy as below :

Step 4: Insert the Pixel Code

1. You will be prompted to add your pixel code. Paste your Conferwith checkout pixel code into the provided code editor.

   • Confer With Pixel Code:

     analytics.subscribe('checkout_completed', (event) => {
         const checkout = event.data.checkout;
         window.conferwithTrackingInvoiceId = checkout.order.id;
         window.invoiceValue = checkout.totalPrice?.amount;
         window.products = checkout.lineItems;                  
         const script = document.createElement('script');
         script.src = "https://live.conferwith.io/cdn/checkout.js";
         script.type = "text/javascript";
         script.async = true;
         document.head.appendChild(script);
         console.log("Event sent:", event);
     });

     After adding the pixel code it should look as below

   • Click Save (which appears on the top navigation bar)
     

   • If its successfully applied you should see the following, importantly it should be Connected in green. You will have another description name which you applied above.
     

Note : If you have configured our previous method of tracking, you should clear this from the relevant areas : 
https://support.conferwith.io/support/solutions/articles/80001075001-live-sales-tracking-instructions-shopify-direct-