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Implement a tracking code

If you want to implement a new tracking code in your checkout process, complete the following process:

1. Check if the tracking code is available​

  1. Go to https://trackingcodes.cleverbridge.com.

  2. Search for the specific tracking code you want to use and make a note of the Tracking Name.

Important

If the tracking code is not available, complete the New Tracking Code Form and send it to Client Experience. You must use your Cleverbridge credentials to access the form.

2. Add the tracking code in Commerce Assistant (CA)​

  1. In the main menu of CA, select Tools > Add Third-Party Tracking Setup.

  2. In the General tab, enter and select the information for the tracking code that you want to use.

CA - Tracking Code Selection 3. Select the Parameter and Filter tab and do the following for testing purposes:

  • Select the Triggers with parameter radio button.
  • Add a Parameter name value that will be used to test the tracking code.
  • Select All from the Purchase status set drop-down list. This will be used in the testing as a trigger for test orders. CA - Tracking Code Parameters and Filters
  1. Select the Parameters tab and enter a parameter value in the pid field. CA - Tracking Parameters
note

You can use the Cleverbridge Tracking Code Documentation to see how parameters are implemented in the checkout process. In the following example, the user entered a value in the pid field, and the documentation returned a code sample demonstrating how the key/value pair is implemented.

Tracking Code Documentation - Example

  1. Select the Sample HTML tab and review the code and the available static and dynamic parameters. Tracking Sample
note

For more information on the fields in the Third-Party Tracking Setup portal, see Manage a third-party tracking setup.

3. Test and implement the tracking code on your checkout pages​

  1. In the main menu of CA, select Tools > Link Generator.
  2. In the Additional URL parameters field, enter the tracking parameter and the value you saved under Third-party Tracking Setup > Parameter and Filter > Parameter name. You will use the Destination URL to test the tracking code.
Example

Parameter name: xxxx Destination URL: https://www.cleverbridge.com/677/?scope=checkout&cart=130743&tracking=xxxx Example: Add Tracking to the Link

  1. Open the Tracking Code Documentation for your tracking code to learn where the tracking code will be triggered in the checkout process.
Example

In the following example, the tracking code will be triggered on the confirmation page. Example: Tracking Code Triggered on Confirmation Page

  1. Try out the URL that you created and view the source code to verify that the tracking code is working properly in every scope. Example: Source Code - Implemented Tracking Code

4. Implement the tracking code in production​

  1. Open Third-Party Tracking Setup > Parameter and Filter and update the tracking code trigger options to fit your specific business needs. For more information, see Manage a Third-Party Tracking Setup.
Important

If you want to use a tracking code for reporting and analytics purposes, it should always be triggered from the confirmation page.

  1. Implement the tracking code on your Cleverbridge-hosted checkout pages.

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