This guide is for Listrak clients currently using the legacy Listrak Shopify Private App integration and want to upgrade to Listrak's newest Shopify Public App integration.
⚠️ All clients will be required to upgrade by August 2024 to support Shopify's required transition to checkout extensibility.
Installing the Public App
Follow the steps below or watch the video to learn how to upgrade to the Public App.
Confirm the Shopify Merchant
Before beginning the upgrade process, you will want to ensure you are upgrading the correct merchant if you have multiple merchants within your Shopify account.
Navigate to Integrations > Integrations Management.
Click on the Shopify Private App integration you would like to update.
In the Setup Tab note the merchant listed as part of the integration.
Install the App
Open the Listrak Public App in the Shopify Store.
If necessary, log into your Shopify account.
Click Install to begin the process
💡 If necessary, select the merchant you identified in the previous section.
Click Install on the permissions screen.
Click the Login button to log into your existing Listrak account and enter your login credentials.
When the confirm modal appears click Authorize.
💡 If necessary, select the merchant you identified in the previous section.
The Listrak Public App is now installed on your Shopify merchant. If you return to the Integration Manager the Private App will no longer appear and will be replaced by the Shopify Public App.
Shopify Tracking Script Installation
After the Public App is installed you will need to install the Shopify Tracking scripts.
Shopify Checkout Extensibility SMS Subscription Integration, leverages an upgraded Shopify Pixel Service. This enhancement allows a seamless transition for clients moving from Shopify Liquid to Shopify Checkout Extensibility by enabling them to efficiently capture and store SMS subscriptions within Listrak. As a result, clients can better manage their SMS subscriptions, consolidate customer data, and create more personalized marketing campaigns.
Follow the steps below or watch the video to install the scripts.
Script Installation:
Navigate to the Shopify Public App integration settings in Integrations > Integrations Management > Shopify Public App
Under the Install Tracking settings, click on the "this guide..." link for the pixel instructions or liquid instructions based on your Shopify integration.
💡 Liquid support will be discontinued by Shopify by August 2024. Learn more about the benefits of the benefits of Shopify Pixel.
Follow the instructions on the modal and listed below to install the necessary tracking scripts in your Shopify store.
⚠️ The code snippets on this page are specific to the Listrak Merchant and Shopify Store that have been integrated and should not be copied to or reused for any other Shopify Store.
Copy the code snippet from the modal.
On the Shopify Admin Panel, navigate to Online Stores > Themes.
Click the Actions dropdown (3 dot kebab menu) and click Edit Code.
Select the theme.liquid file in the Layout folder in the left sidebar.
Paste the copied code above the closing body tag
</body>
Follow step #2 in the modal to identify the domain.
Open your website store in a browser.
Open the console in your browser's development tools by clicking F12.
Paste the following code in the console
_ltk_util.getCookieDomain()
Copy the output from the console and paste it into the modal in Listrak.
Install the custom pixel in the Shopify settings.
Copy the code in step #3 of the modal.
Click Settings in the bottom left of the Navigation Pane in the Shopify Admin Panel.
Click on the Customer Events tab and then Add Custom Pixel.
Give the pixel a name and confirm the settings by clicking Add Pixel.
In the code window delete all commented out code.
Paste the copied code into the area you just deleted.
Click Save and then Connect Pixel.
Once you complete the steps to manually install the scripts you can return to the Shopify Public App setup and click the "Update Settings" button to activate the integration scripts.
Confirm Script Installation:
Once the Shopify Scripts have been successfully installed on your site, the message in the blue box in the Install Tracking section will update. The message "We detect tracking scripts on your Shopify store" will display.
Add or Update Shopify Subscription Points
After upgrading to the Shopify Public App, you may need to create two subscription points to subscribe email addresses and phone numbers submitted during the checkout process. The email subscription point will use the Subscribe ID Checkout and the SMS subscription point will use the subscriber code CheckoutSMS.
⚠️ If subscriptions points are already set up, ensure the subscriber IDs match the names above.
💡 Tips for setting up subscription points:
Ensure the merchant selected in the subscription point popup matches the merchant of the Shopify store you are integrating.
Associate your SMS subscription point with a campaign to enter contacts into an SMS list subscription campaign.
All email subscribers will automatically enter a subscription journey associated with the list selected during setup.
Deleting the Private App
If you upgraded from the Shopify Private App to the Shopify Public App, you may want to delete the Listrak Private App from your Shopify Store. This step is optional.
Log into the Shopify Admin and navigate to Apps page.
Click the Manage Private Apps link near the bottom of that page.
Click the trashcan icon next to the Listrak Private app integration to delete it.
About the Shopify Checkout Extensibility Pixel
Shopify introduced the Checkout Extensibility in 2022 to provide a faster, better performing, more secure, and upgrade-safe option than checkout.liquid for checkout customizations using Shopify apps. Listrak's custom pixel integration utilizes Checkout Extensibility to enable data collection and contact identification using secure, first-party data.
All Shopify clients should upgrade their integration to utilize the pixel before August 2024 as Shopify will discontinue support for the checkout.liquid integration method. Clients should follow the instructions found by following the guide found in step #2 of the Script Installation section of this guide.
The pixel collects the following Standard Web Pixel events:
checkout_started
checkout_address_info_submitted
checkout_contact_info_submitted
checkout_completed
After data is collected it is then sent to Listrak and processed within the Listrak system. When the checkout_completed event is sent to Listrak an order is created. If a customer opts into marketing messages during the checkout flow the Checkout subscription point will subscribe a contact to marketing messages. If a client is integrated with SMS, the same process will occur using the CheckoutSMS subscription point when a customer opts in to SMS mobile messaging. Learn more about setting up email or SMS subscription points.
The pixel also collects Listrak's standard tracking identifiers and processes email addresses or phone numbers to power Listrak automation, such as cart abandonment.
The image below displays the available settings for the pixel, which allows you to specify the permissions level for your data. The settings shown below are the suggested settings.
If the Permission setting is set to Required
Marketing should be checked
Analytics should be checked
The Data sale settings should be set that Data collected does not qualify as data sale
