This article will outline:
- How to upgrade your existing pixel tracking solution to Partnerize (Pz) Tag
- Implementation Overview
- Implementation Steps
- Step 1 - Request
- Step 2 - Create Partnerize tags
- Step 2b - Auto append clickref
- Step 3 - Implement landing page Partnerize Tag
- Step 4 - Implement "TEST-" conversion tag
- Step 5 - Notify Partnerize
- Step 6 - Review "TEST-" data
- Step 7 - Switch from pixel to Partnerize Tag solution
- Step 8 - Testing
- Step 9 - Monitor performance
- Allowed Characters
As web browsers (E.g Safari) implement measures to restrict access to 3rd party cookies, traditional pixel based tracking solutions could be impacted. To safeguard your brand, this guide details how to upgrade your existing pixel solution to Partnerize Tag which offers a 1st party tracking feature.
What is a Partnerize Tag
- Implement landing page tag : This captures and stores a unique Partnerize ID ("clickref") in 1st party storage whenever a user is referred by Partnerize.
- Implement conversion page tag : When a user converts at the checkout page, the brand will return all transactional information. The Partnerize ID ("clickref") is automatically included within the conversion event and the partner is rewarded. This by-passes the browser's need to access any 3rd party cookies.
Before proceeding please ensure :
- You ARE currently using the standard Partnerize pixel implementation to track sales from your confirmation pages
- You ARE NOT tracking via Partnerize's Server to Server solution
- If you ARE using a tag manager / eCommerce platform (E.g Google Tag manager, Shopify, Magento) and wish to upgrade, contact email@example.com for further instructions
This is designed to ensure a smooth transition from your old solution (pixel) to new (Pz tag) with no disruption to live activity.
Request to upgrade existing pixel solution to Partnerize Tag solution
|2. Create Partnerize tags||
Landing page and conversion tracking tag created and provided to brand
|2b. Auto append clickref||
Team will ensure an unique click identifier (clickref) is passed into each destination page, which is required for the feature to operate
|3. Implement landing page Partnerize Tag||
All landing pages within brand website is updated with Partnerize landing page tag
|4. Implement "TEST-" conversion tag||
A "campaign:TEST-" conversion tag is implemented at checkout in conjunction with the current live pixel
❗NOTE: DO NOT remove the current live pixel
|5. Notify Partnerize||
Inform Partnerize when implementation complete
Feedback on performance & syntax of the 'campaign:TEST-' tag
|7. Switch from pixel to Partnerize Tag solution||
Migrate to new Partnerize Tag solution
❗NOTE: Advisable to track Partnerize tag for cookie period so any clicks BEFORE switch over will still track
|8. Testing (optional)||
Brand conduct a test once switch over complete
|9. Monitor performance||
Keep close eye over sales and report any issues to Partnerize
|Brand / Partnerize|
Step 1 - Request (Brand)
Please contact firstname.lastname@example.org providing details of your existing Partnerize campaign name(s) or campaign Id(s) to be upgraded.
Step 2 - Create Partnerize tags (Partnerize)
The Partnerize Integrations team will provide the brand with:
- Conversion tracking tag : To be implemented onto the confirmation page of the brand website.
- This will be a replica of the existing live tracking pixel so no data parameters are lost when upgrading.
Step 2b - Auto append "clickref" to all referred traffic (Partnerize)
All Partnerize referred traffic to brand's site will include a unique ID ("clickref") within the query string.
- E.g) https://www.brand-site.com?clickref=ABC1234
The First Party tracking feature will set this Partnerize click ID ("clickref") in a 1st party storage. Whenever a new click is initiated, a new "clickref" is generated and updated.
- E.g) https://www.brand-site.com?clickref=DEF456
Upon checkout, the most recent "clickref" present will be used to reward "last click" wins.
Step 3 - Implement landing page Partnerize Tag (Brand)
The brand implements the tag at the bottom of ALL pages of their site. The following should help you determine which pages the tag should be present on:
- Any page of which an inbound referral may land on
- The checkout confirmation page (NOTE: This is in addition to the conversion tracking tag)
- The domain (pzapi-kg.com) may differ for your exact tag
- XXXXX will be replaced by the brand ID
- YYYYY will be replaced by a specific tag ID
The position of the tag is important. If you rely on other scripts responsible for populating the checkout conversion tag, you will need to ensure the tag shown here is placed after that.
Step 4 - Implement "TEST-" conversion tag (Brand)
In addition to the landing page Partnerize tag, the conversion tracking <div> tag is also implemented onto the confirmation pages and triggered after every successful transaction.
Example conversion tag (each brand will be provided their specific) :
<div data-partnerize="https://prf.hn/conversion/campaign:TEST-<Brand campaign ID>/conversionref:<ORDER ID>/voucher:<VOUCHER>/customertype:<NEW|EXISTING>/[category:<CAT>/sku:<SKU>/value:<PRICE>/quantity:<QTY>]" style="display: none"></div>
Key differences between existing pixel VS Partnerize conversion tracking tag
- Uses <DIV> tag
- Addition of a “data-partnerize” attribute inside of the new <DIV> tag
- Inline CSS styling to ensure display is set to none
❗IMPORTANT : DO NOT REMOVE the existing LIVE pixel tracking solution❗
To ensure your LIVE pixel tracking solution continues as normal while the new solution is tested, we advise brand to implement "campaign:TEST-" version. This should be implemented to fire in conjunction with the existing pixel tracking solution.
- Partnerize team will provide a "campaign:TEST-" version which will mimic ALL brand's existing live tracking parameters
- As it contains "TEST-" it will NOT track in your reports BUT allows Partnerize to conduct comparison analysis against the live pixel
- If a brand currently tracks other events aside from purchases (E.g signups) please implement a "TEST-" version for that event as well.
- Ensure ALL event conversion pixels need to be replicated with their own "TEST-" version
Step 5 - Notify Partnerize (Brand)
Once both landing page tag and "campaign:TEST-" conversion tag are implemented to run in conjunction with your LIVE pixel, please inform the Partnerize Integrations team.
Your system should be set up so when live transactions take place, Partnerize will see 2 entries in our logs :
- Live Pixel (v1)
- TEST- conversion tag (v2)
The live pixel (v1) will continue to track your current activity so no disruption is made to reports / partners and the "campaign:TEST-" (v2) will help the team review implementation.
Step 6 - Review "TEST-" data (Partnerize)
Partnerize will monitor and compare the live pixel (v1) against "campaign:TEST-" (v2) conversion tag to make sure everything is correct before advising the brand when to make the switchover.
Partnerize will check the following during this process:
- Live pixel tracking is continuing as normal
- The volume of "campaign:TEST-" (v2) conversion calls matches the volume of live pixel (v1)
- Tracking syntax and data parameters across both versions matches
- The "campaign:TEST-" (v2) includes a valid "clickref" (which is automatically injected into the conversion tag if present)
- Further internal checks to make sure campaign(s) are ready to switch from pixel tracking to Partnerize tag
Step 7 - Switch from pixel to Partnerize Tag (Brand)
Providing there are no issues with the data analysis, Partnerize will advise the brand to make the switch over.
This involves the following actions by the brand:
- Brand to remove 'TEST-' prefixed to campaign parameter thus making it live
- Remove the old (live) pixel
- Informing Partnerize Integrations team that the above three steps have been actioned
EXAMPLE BEFORE - Here is how the TEST- conversion tag will look BEFORE the changes:
<div data-partnerize="https://prf.hn/conversion/campaign:TEST-XXXX/conversionref:<ORDER ID>/voucher:<VOUCHER>/customertype:<NEW|EXISTING>/[category:<CAT>/sku:<SKU>/value:<PRICE>/quantity:<QTY>]" style="display: none"></div>
EXAMPLE AFTER - Here is how the TEST- conversion tag will look AFTER the changes:
<div data-partnerize="https://prf.hn/conversion/campaign:XXXX/conversionref:<ORDER ID>/voucher:<VOUCHER>/customertype:<NEW|EXISTING>/[category:<CAT>/sku:<SKU>/value:<PRICE>/quantity:<QTY>]" style="display: none"></div>
- Strongly advise brand tracks the Partnerize landing page tag for the duration of the campaign cookie period (E.g 30 days) BEFORE the switchover.
- This ensures any conversions made from clicks prior to the switch over will still track.
Step 8 - Optional Testing (Brand)
From data analysis in step 6, both brand / Partnerize will be confident tracking works before the switch over. However, Partnerize would recommend a test transaction via the brand's live website is conducted.
Full testing instructions can be found here:
It is also recommended to test the implementation of the Partnerize landing page tag:
- View the page source to ensure that the Partnerize tag is shown
- Click a test Partnerize link and check the "clickref" is stored browser local storage named '_pz_clickref'
Step 9 - Monitor performance (Brand / Partnerize)
Both the brand and Partnerize must monitor to make sure sales are tracking as expected after
- Values are allowed to have unicode characters and any symbol excluding
"(unless URL encoded)
- slash ( / ) , colon ( : ) , square brackets ( [ ] ) are reserved characters in Partnerize System so please exclude
- For all non alphanumeric characters please ensure these are URL encoded
- E.g.) A space will be encoded to
conversionref:test orderwill become
- E.g.) A space will be encoded to
- Please exclude currency symbols (E.g. £ $ ) and comma separator from
- E.g.) If the product amount is
£1,980.99, you need set
- E.g.) If the product amount is