Manage a Third-Party Tracking Setup in the Commerce Assistant

You can use the Third-Party Tracking Setup portal to add, view, and edit third-party tracking setups to integrate your Commerce Assistant data with third-party tracking tools.

Add a Third-Party Tracking Setup

1. In the main menu, click Tools > Add Third-Party Tracking Setup. The Third-Party Tracking Setup portal opens.
2. Enter information in the following sections:
   General

   You can use the General section to enter these settings for a third-party tracking setup:

   Name

   Enter a name for the third-party tracking setup. It is important that the name is a unique identifier. It should contain details to easily differentiate it from other tracking codes.

   Third-Party Tracking Type

   Select the issuer of the tracking service.

   Position

   Define the order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order. of the tracking codes in the source code. Set a value between 0 and 999. The default is 1. If tracking codes share the same position number, they will be ordered in the same sequence you entered them.

   Note

   Sometimes using tracking codes in combination with other tracking codes requires setting up a particular order.

   Currency

   Select a revenue currency for the tracking code.

   Language

   Select a language to specify the language of the information submitted to the tracking system. This defines the language in which, for instance, product names are submitted to the tracking system. Some tracking code requires a certain language setting. Select English as a default. If you don't set up other languages for a product in the Product portal, the system submits the information in English.

   Parameter and Filter

   You can use the Parameter and Filter section to enter these settings for third-party tracking setup:

   Triggers without Parameter

   Select to keep the tracking code turned on at all times. A parameter name is not needed or used. This option is less flexible and gives you less control of tracking.

   Example URL

   The following URL does not include tracking parameters:

   https://www.cleverbridge.com/864/?scope=checkout&cart=97771

   However, tracking is triggered because Triggers without Parameter was selected.

   Triggers with Parameter

   Select to activate the tracking code when the parameter &tracking=<parameter name> is submitted in the purchase An order made by a customer and the records associated with it. URL.

   Clients typically use this option when they use the tracking code on a unique basis, such as for a product offering in a newsletter campaign. This option offers more flexibility and control of tracking, but also requires more maintenance.

   Example

   In this example, the parameter option Triggers with Parameter was selected for the tracking code.

   Tracking Criteria	Parameter Name
   Commission Junction	CJ
   Google Analytics Worldwide Google Analytics Germany Google Analytics United States	WW DE US
   Newsletter	NL-Christmas

   Example URL

   The following URL includes the tracking parameters &tracking=CJ and &tracking=NL-Christmas:

   https://www.cleverbridge.com/864/?scope=checkout&cart=97772&tracking=CJ,NL-Christmas

   Tracking is triggered for Commission Junction and the Christmas newsletter because Triggers with Parameter was selected.

   Triggers with or without Parameter

   Select to activate the tracking code for the following scenarios:

   • With a parameter
   • Without a parameter, but a comma (,) must be added at the end of the tracking parameter in the URL
   • A combination of the above

   Adding a comma acts as a placeholder for specific parameters and means that you don't have to include a specific parameter name in a URL for tracking to be triggered. For example, if you have several tracking parameters, instead of manually including every individual parameter name, you can simply add one comma at the end of the &tracking= parameter string. All tracking codes with Triggers with or without parameter selected are triggered.

   This is the default option, and it gives you the most flexibility.

   Example

   In this example, the parameter option Displays with or without parameter was selected for the tracking code. Note that Google Analytics and newsletter don’t have parameter names defined.

   Tracking Criteria	Parameter Name
   Commission Junction	CJ
   Google Analytics Worldwide Google Analytics Germany Google Analytics United States	<none>
   Newsletter	<none>

   Example URL

   The following URL includes the tracking parameter &tracking=CJ. The only parameter name specifically included is CJ,, with a comma after it. Because the comma acts as a placeholder, the tracking criteria for Google Analytics and newsletter, which don't have parameter names defined, are also trigger.

   https://www.cleverbridge.com/864/?scope=checkout&cart=97772&tracking=CJ,

   However, you can achieve the same result by adding only the comma and no specific parameter names. This example doesn't include the CJ parameter:

   https://www.cleverbridge.com/864/?scope=checkout&cart=97772&tracking=,

   Parameter Name

   Enter the name of the parameter.

   Purchase Status Set

   Select the conditions under which orders are reported to the third-party tracking network. Options include:

   Option	Description
   All	All orders are reported.
   Paid only	Only paid orders are reported. Test orders do not trigger any tracking.
   Paid or payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. still possible	Paid orders are reported, as well as orders likely to receive payment, such as wire transfer orders.
   Paid or payment still possible without test orders	Paid orders and those likely to be paid are reported, but test orders are not reported.

   Configuration

   Select a configuration to use with the tracking code. If don't select a configuration, the tracking code is applied to all configurations.

   Show Once

   Select to ensure that the tracking code is only active once, and each tracking event is triggered only once. If the customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ refreshes the confirmation page The confirmation page is displayed after a customer makes a purchase. The confirmation page contains the order confirmation and delivery information., the tracking code ignores it.

   Use if no Affiliate

   Select to activate the tracking code only if the purchase is not made through the Cleverbridge affiliate An individual or a company that markets a product to potential customers. The Affiliate receives a commission on a specific action (also called event: e.g., sale, lead, click, visit etc.) previously agreed upon with you, the advertiser. Each action is tracked via a unique tracking link from Partnerize.​ ​An affiliate is also called a publisher. network. Clients use this option to prevent duplicate tracking of revenue. If you select this option in the setup of the pixel, then the pixel will not fire if a Cleverbridge affiliate is listed on the order. Clients use this parameter primarily when the pixel is an affiliate tracking pixel.

   Cookie Parameter Value

   Enter a value for browser cookie tracking by affiliate. The tracking code activates if the value entered here matches the value of the x-affiliatenetwork parameter used in the checkout session (either through submission in the purchase URL or by previously opening a cookie URL). As a best practice, use the name of the tracking issuer for the cookie parameter value as shown in the example below.

   You can use this value to prevent multiple affiliates from receiving commission for a single purchase.

   If a customer visits multiple affiliate websites before making a purchase, by default the most recent cookie will be used for the commission. This can be adjusted by adding another parameter to the checkout URL called overwritable=true/false. If you use overwritable=true in the checkout URL, the default behavior occurs, where the most recent affiliate website visited is tracked for commission. If you use overwritable=false in the checkout URL, the first affiliate website visited is tracked for commission.

   Example

   Use x-affiliatenetwork=cj where cj refers to Commission Junction.

   Here is a sample of a link with the x-affiliatenetwork parameter set to cj:

   https://www.cleverbridge.com/864/cookie?affiliate=12345&&x-affiliatenetwork=cj&redirectto=www.cleverbridge.com&redirecthash=C1C539C6B17D76A5B8954465E38DDF76

   Parameters

   You can use the Parameters section to enter customized settings for a third-party tracking setup. It contains a list of unique identifiers for the tracking instance. This section displays settings only if a third-party tracking setup is selected in the General section.

   Customized Tracking Code

   The tracking code required by the tracking issuer usually needs to be customized. Rather than having the same tracking code for every client, the issuer provides a template that needs to be customized with values such as an account identifier.

   Fields for Codes

   In the Parameters section, cleverbridge lists fields that require specific values to insert the tracking code in the order process correctly. These fields are based on the code provided by the tracking issuer and based on the tracking type you selected.

   You receive code from the tracking issuer that contains data such as the example below:

   _gaq.push([‘_setAccount’, ‘UA-89399-21’]);

   The code provides the information required to enter the values in the fields in this section as shown below:

   

   Note

   Asterisks indicate mandatory fields.

   Enter Values in the Fields

   Enter values in the Parameters section using a combination of the tracking issuer code and the Cleverbridge sample HTML.

   Sample HTML

   The Sample HTML section contains a sample of the tracking code provided by Cleverbridge and based on the type of third-party tracking selected in the General section.

   Based on the example given in the Parameters section, the Cleverbridge HTML would contain the following:

   _gaq.push([‘_setAccount’, ‘[[_uacct]]’],

   Use the Cleverbridge HTML to identify what must be entered into the fields in the Parameters section.

   You complete the Parameters section using a combination of the tracking issuer code and the Cleverbridge sample HTML.

   

   For more information about third-party tracking, contact Client Experience.

3. Click Save.

Open a Third-Party Tracking Setup

1. In the main menu, select Tools > Third-Party Tracking Setups. The Third-Party Tracking Setups search opens.
2. Search for the setup you want to view.
3. Select the line item in the search results.
4. Click Open. The setup opens.

Available Tracking Codes

The tracking codes are available under Tracking Code Documentation. This documentation illustrates all currently available tracking codes. It also explains how to set up a tracking code using a third party tracking tool. To request a tracking code that is not available, submit the Tracking Code Request Form to Client Experience.