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This article will review:
- How the Partnerize Magento Integration functions
- How to install the application and enable all features
- What tracking features are included
- Access to additional technical documentation
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Index
Overview
Partnerize has a Magento application which allows brands that use Magento as their eCommerce platform to easily integrate their conversion tracking. This integration uses a 1st party cookie tracking solution via a Partnerize tag. This ensures that the brand’s tracking is not reliant on 3rd party cookies, and is therefore ITP (and equivalent) compliant.
The application enables brands to create and enable a Partnerize tag, which is then implemented onto all site pages. The integration also implements a conversion tracking pixel to trigger at checkout, and automatically reads the transactional data from Magento to easily format the data, to be able to send it to Partnerize for purchase tracking, which reduces the need for any complex integration and development work.
In addition to conversion tracking, the integration will also handle the validation of transactions where items have been returned, based on the transaction statuses within Magento.
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Implementation Steps
Install Application
To install the application, locate the app from the Magento Marketplace:
Configure Application
Once the application has been installed, the configuration settings must be applied.
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❗NOTE:
Before configuring the cartridge, the below information is required, which can be obtained via the Partnerize platform:
- User Application Key (Settings > Account Settings > User Application Key)
- User API Key (Settings > Account Settings > User API Key)
- Brand ID (Settings > Brand Settings > Advertiser ID)
- Campaign ID (This will be provided by the Partnerize Integrations Team)
If access to the Partnerize platform is required, contact your Partnerize Customer Success Manager for more information.
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Once this information had been obtained:
- Access the Partnerize application via the Magento Admin Panel via Stores > Configuration > Partnerize > Conversion Tracking
- There are four sections to review and configure:
General Settings
The General settings are where the previously obtained configuration information should be input:
- Ensure that 'Enable Conversion Tracking' is set to 'Yes'
- The 'Pixel URL' field should be pre-populated and should NOT be removed
- Input the other required values
- Click Save Config. This will automatically perform two actions:
- Generate the Partnerize tag and deploy the JavaScript tag to all site pages
- The tag will take approximately 15 minutes to propagate
- Generate the conversion pixel tracking code and deploy the pixel to the store confirmation/check out pages
- Generate the Partnerize tag and deploy the JavaScript tag to all site pages
- Go to Cache Management and flush the Magento cache for any cache types set to INVALIDATED, to apply the changes
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❗NOTE:
Partnerize has developed a first party pixel tracking solution which allows brands to track unique click referrals without the use of cookies, making it ITP compliant and a completely cookie-less tracking solution.
The First Party Tracking solution is a JavaScript tag which is placed into the bottom of the brands content on every page which a user may be redirected to and the resultant checkout page.
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Fields Settings
The Fields settings are where some additional pixel configuration can be applied:
- Category and SKU parameters will be populated with those fields by default. If a different data parameter value should be passed into either Category or SKU, the alternative parameter can be chosen from the drop down
- The Bundle Product option should be set based on how associated simple products should be tracked with Partnerize
- Click Save Config to apply any changes
- Go to Cache Management and flush the Magento cache for any cache types set to INVALIDATED, to apply the changes
Additional Fields Settings
The Additional Fields settings can be used to add more data parameters to the conversion pixel, should there be more granular transactional data available from the store data layer. By default, the tracking pixel will include the following parameters:
- conversionref (Order ID)
- customertype
- currency
- country
- voucher
- category
- sku
- value
- quantity
If more data parameters are available and are required to be added to the pixel, choose the Product Attribute from the drop down list, and specify the Partnerize parameter name that this should map to within the pixel:
- Click Save Config to apply any changes
- Go to Cache Management and flush the Magento cache for any cache types set to INVALIDATED, to apply the changes
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❗NOTE:
The values entered for Partnerize Field should be input as lower case, and any spaces separated by an underscore. For example;
- product_name
- product_description
- product_size
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- Click Save Config to apply any changes
- Go to Cache Management and flush the Magento cache for any cache types set to INVALIDATED, to apply the changes
Conversion Tracking Pixel
As part of the configuration, the Partnerize conversion pixel will also be implemented onto the brand website check out page, and will fire unconditionally (i.e. it will fire for ALL sales). Therefore, the brand must ensure that there is a process in place for any cross channel duplication.
The pixel will automatically read transactional data at check out, and format the pixel. Example pixel below:
https://prf.hn/conversion/campaign:123456/conversionref:CC24000000050/customertype:new/voucher:testdiscount/currency:USD/country:GB/[category:Jackets/sku:MJ07-L-Yellow/value:46.08/quantity:1][category:Gear/sku:24-UG04/value:7.68/quantity:2][category:Shorts/sku:MSH01-36-Black/value:28.16/quantity:3]
If a Partnerize clickref has been set in the local storage cookie, the clickref will be retrieved and added to the pixel:
https://prf.hn/conversion/campaign:123456/conversionref:CC24000000050/customertype:new/voucher:testdiscount/currency:USD/country:GB/[category:Jackets/sku:MJ07-L-Yellow/value:46.08/quantity:1][category:Gear/sku:24-UG04/value:7.68/quantity:2][category:Shorts/sku:MSH01-36-Black/value:28.16/quantity:3]/clickref:1011lfFdsCjJ
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❗NOTE:
Campaigns must have S2S tracking enabled to ensure that the Partnerize clickref is generated. Please reach out to Partnerize to have this enabled.
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Validation Settings
The Partnerize Magento application will automatically process transaction validations for returned/cancelled orders between Magento and Partnerize, to ensure that transaction statuses are in sync across the two platforms. For example, if an order status in Magento has been set to CANCELLED, the conversion status will be automatically updated to ‘rejected’ within the Partnerize system.
Approvals would need to be handled separately within the Partnerize platform, by either;
- Manually approving any transactions which remain in a pending status
- Setting a force approval period, to automatically approve any remaining pending transactions after a specified number of days, typically once the returns period has passed
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❗NOTE:
The application will only handle full returns (i.e. all items within an order have been returned), or partial returns where all items of a single SKU have been returned. If an item is set as partially refunded within Magento (i.e. >1 of the same item was purchased, but not all items were returned), the item statuses would need to be updated manually via the Partnerize platform to correctly reflect the correct status from Magento.
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To enable the automated validation process:
- Within the Magento Admin Panel, navigate to Stores > Conifguration > Partnerize > Conversion Tracking
- Access Validation Settings:
- To enable automated validation processing, set 'Automate Conversion Validation' to 'Yes'
- Set the 'Frequency for Conversion Validation' - options available are once or twice daily
- Click Save Config
- Go to Cache Management and flush the Magento cache for any cache types set to INVALIDATED, to apply the changes.
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Testing
Once the tags are deployed, they should be tested by submitting a test transaction via the brand’s live website. A non session test should be performed, which simulates a returning customer who originally followed a partner link but purchased at a later date. Providing the sale is made within the cookie period of the brand, the transaction should track successfully.
Testing Instructions
- Follow a test partner link. To obtain a link, go to the ‘Partners’ section of the Partnerize platform, locate the ‘test’ partner account, copy the tracking link and paste it into the browser window. Email integrations.support@partnerize.com if you cannot locate the link
- Let browser load page
- Once loaded, exit browser
- Reopen browser and go directly to brand site without following test link
- Purchase multiple items (if applicable)
- Save order number with purchase costs
- Provide source code from thank you page and order/transaction ID to integrations.support@partnerize.com
Expected Outcome
- Transactions is recorded in the Partnerize dashboard
- All parameters are populated correctly, and that the conversion call is correctly formatted. The following parameters should be checked closely:
- Value - Ensure that this is populated with the NET item value for each item
- Currency - Ensure that this is populated with the correct currency used at point of sale
- Clickref - Check that the most recent clickref has been passed into the parameter
- Check that the tracking solution has been fired from the live confirmation page.
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Next Steps
- Request a campaign_id from the Partnerize Integration team. Email integrations.support@partnerize.com if you do not already have this.
- Install the Magento application and apply all configuration settings using the instructions above. Inform the Partnerize Integration team once this has been completed
- Perform testing using the above instructions - Transactions will need to be submitted via the brand’s live website, so that the implementation can be fully tested.
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FAQ's
Please refer to our Magento FAQ guide here: Magento FAQ's