Shopify Plugin Setup

ShareASale Shopify Plugin Overview

To integrate your Shopify store with the ShareASale platform and begin tracking sales in your account, ShareASale offers an easy-to-install Shopify Plugin.

The ShareASale Shopify plugin sets up the tracking pixel on a Merchant’s cart, product datafeed generation, adjusted commissions if customer orders are adjusted or voided, and advanced tracking and commission settings for sophisticated Affiliate attribution strategies.

Installation Instructions

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1. Please click on the following link to install the plugin on your Shopify store: https://apps.shopify.com/shareasale

2. You will then be prompted to enter your ShareASale Merchant ID. You can locate your ShareASale Merchant ID by first logging in your ShareASale account and referring to the top-left corner of the page.

3. Click on ‘Install Tracking’ to install the tracking code on your Shopify store. You will then be taken to the plugin’s home page.

4. You will then be prompted to enter your account’s Master Tag ID in the plugin’s Master Tag ID field. You can retrieve this ID from the following options:

   1. For merchants in the Setup Wizard, you can find this within Step 4 (Tracking Code Installation).

   2. For Live Merchants, you can find this by navigating to MY ACCOUNT > ACCOUNT DETAILS
      Account Details: https://account.shareasale.com/m-account.cfm

   3. If you cannot locate your Master Tag ID, or would like to verify that you have one, please submit a ticket to our ShareASale support staff.

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The Shopify ShareASale dashboard once tracking has been installed.

Datafeed Generation

A datafeed can be generated in our ShareASale required format directly within the ShareASale Shopify plugin, clicking on the ‘Datafeed’ tab. Once generated, you will then need to upload this file in your ShareASale account. The file must then be compressed in a .zip or .gz folder prior to uploading.

Due to a limitation when retrieving the products in this manner, datafeeds are limited to to a max of 50 products. If you have more products, then we recommend reaching out to retrieve FTP Credentials (please see the FTP Account for Datafeeds section below).

Optional Settings

API Configuration

The ShareASale Shopify plugin allows merchants to reconcile transactions that have been previously tracked in their ShareASale account. Merchants can void transactions automatically, edit transactions, or even set up recurring transactions. To do so, you will need to configure some more settings in the plugin.

Login to your ShareASale account and visit Tools >> Merchant API page. If it’s not enabled, click “enable API.” Otherwise, find your API TOKEN and API KEY at the top of the page. Copy these so you can paste them into the API Configuration field.

Once the credentials and have been entered and saved, two additional settings will appear.

1. Automatic Voiding/Editing - allows transactions in the merchant’s ShareASale account to automatically reflect any edits and voids that were made in the merchant’s Shopify store.

2. Recurring Commissions - allows subsequent transactions to track within the merchant’s ShareASale account. This is ideal for those who sell subscriptions or plans that charges customers on a recurring basis. This feature is only compatible with merchants that use Subscriptions by Recharge to process their subscription based orders.

Stores Connect

If your account is configured for StoresConnect, each store/site in your Affiliate program is assigned a Stored ID. In this field, enter the store ID for the site you’re installing tracking using this plugin. Otherwise, simply leave this field blank.

Xtype Tracking

If you would like to pass ShareASale special information about each Affiliate-referred sale not normally captured in our standard tracking pixel, you can use the Xtype Tracking field. This is ideal for merchants with regional subdomains to distinguish transactions between these subdomains.

MultiNetwork Deduplication

For merchants operating on multiple affiliate networks, we can determine which platform is credited the commission by activating this feature. This feature needs to be approved prior to activating.

FTP Account for Datafeeds

Activating the FTP Account for Datafeeds setting in the plugin will upload all the products from your site automatically to your ShareASale account. Please submit a ticket to the ShareASale team as a separate set of credentials needs to be generated.

Product Level Commissions

Merchants can enter commission rates for individual SKUs in your ShareASale account directly using this setting. You can toggle between paying out either a percentage or flat rate commission per product.

Please note that SKU Commissions will need to be enabled prior to function properly.

Exclude Products from Datafeeds

Normally, the Shopify plugin pulls all products from either the FTP setting or Manually Uploading a datafeed. However, you wish to have certain SKUs removed from the datafeed, you can enter those SKUs individually in this setting.

Testing

Now that your tracking tags have been installed, we will need to test that everything is working as expected. To do this, we’ll simulate an Affiliate referred purchase by clicking a ShareASale test link and then running a purchase on your store. If the test is successful we’ll see a record appear in your ShareASale console, which we will VOID so that it doesn’t debit commissions from your account.

If you were emailed a link to this document, a test link may have been provided to you. If it wasn’t, you can obtain one from your account by clicking here.

NOTE: If you do not click the test link your order will not track.

The test link should direct you to your own store. Once there, please purchase any item in your store. Sometimes Merchants will have a test item worth $1.00 sale price, but above $0.00 minimum.

After the purchase is complete, navigate to www.shareasale.com in your browser and log into your account. Click Reports and then click Transaction Details from the drop-down menu.

Filter the report for Affiliate ID 178 using the panel on the left. The filtered view should now show your test purchase as an entry with today’s date.

If the order tracked successfully…

Your account is now ready to use ShareASale with your store. Please contact us at ShareASale@ShareASale.com for further information about:

• Product specific commissions (offer different commissions by product)

• New customer incentives (offer commission bonuses for new customers)

• Exclusive coupon codes (used for tracking conversions without link clickthrough)

If the order does not show up in the Transaction Details Report…

Please verify that you have completed all of the steps as instructed. Common mistakes include not entering the correct Merchant ID in your tracking code and forgetting to click the test link.

If after verifying all of these steps your tracking still does not work please contact our support team at ShareASale@ShareASale.com.