Shopify

SegMetrics offers direct integration with Shopify to track revenue, refunds, coupons, and customer journeys. This comprehensive integration combines order data import with web tracking to provide complete attribution analysis from first touch to purchase and beyond.

Integration Overview

The Shopify integration provides two complementary tracking capabilities:

Revenue Integration: Direct API connection imports all order data, customer information, refunds, and transaction details
Web Tracking: Tracking pixel captures visitor behavior, traffic sources, and attribution data

When combined, these create complete customer journey visibility from initial website visit through purchase and beyond.

Step 1: Connect Shopify Integration

Set up the direct API connection to import order data:

Navigate to the Shopify integration page in SegMetrics
Enter your Shopify store details:
- Store Name: Use the original name you gave your Shopify store when first created
- Store URL: Your complete Shopify store domain
Click Connect Shopify to authorize the integration
Complete the OAuth authorization process

Important: If you use a custom domain, your store name is still the original Shopify store name from account creation, not your custom domain.

Once connected, SegMetrics will automatically import all historical Shopify data including orders, customers, products, and transaction history.

Step 2: Install Web Tracking on Your Shop

Add the SegMetrics tracking pixel to capture visitor behavior and enable attribution:

Get Your Tracking Code

In SegMetrics, navigate to Site Setup from the gear menu
Copy your tracking pixel code

Install the SegMetrics Tracking Code on Your Shop

In your Shopify admin, click Online store, and then click Themes
In the theme drop-down, click Edit Code
Copy the Tracking Code pixel from SegMetrics
In your Shopify admin, open your theme.liquid file
Paste the code pixel as low in the <head> of the theme.liquid code as possible
In your Shopify admin, click Save

Step 3: Install the Checkout Code

Configure checkout tracking to ensure accurate attribution of purchases to marketing campaigns:

From your Shopify admin, go to Settings > Customer Events
Click Add custom pixel in the top right
Name your pixel SegMetrics and click Add pixel
Clear the contents of the Code field and copy/paste the following code exactly. This field should not contain any HTML, unlike the pixel code installed in your Liquid theme:

document.addEventListener('segtrk.ready', function(e) {  
  SegMet.Integrations.shopify(analytics);
});
var _segq = _segq || [];
var _segs = _segs || {};
(function () {var dc = document.createElement('script');dc.type = 'text/javascript';dc.async = true;dc.src = '//tag.segmetrics.io/aEayDn.js';var s = document.getElementsByTagName('script')[0];s.parentNode.insertBefore(dc,s);})();

Save your code
Click Connect
Confirm this action by pressing Connect again

How to Use Shopify Data in SegMetrics

Report Types Available

Acquisition Reports - NEW customers only
Nurture Reports - Customers who received tags/list additions
Engagement Reports - Customers who interacted with website
Orders Reports - ALL revenue regardless of customer status
Subscriptions Reports - Customers who started subscriptions

Key Benefits

Complete Attribution: Track customer journeys from first website visit through purchase
Revenue Analysis: Analyze performance by product, collection, discount codes, and customer segments
Refund Tracking: Monitor returns and their impact on campaign ROI
Cross-Platform Integration: Combine Shopify data with email marketing, ads, and CRM data
Lifetime Value: Track customer value over time including repeat purchases

Understanding Refund Reporting

SegMetrics and Shopify handle refund reporting differently, which may cause apparent discrepancies:

Shopify Refund Definition: Total returns processed during the selected time period, regardless of when the original purchase occurred.

SegMetrics Refund Definition: Refunds are attributed back to the original order date, not the refund processing date.

Example Scenario:

Order placed: January 15
Refund processed: February 10
February report in Shopify: Shows the refund
February report in SegMetrics: Does not show the refund (attributed to January)

To view refunds in SegMetrics:

Go to Orders Report
Add Order Status filter
Set filter to "has been refunded"
Ensure your date range includes the original order dates

[Image placeholder: Screenshot of SegMetrics Orders Report showing Order Status filter set to "has been refunded" with sample refund data]

Frequently Asked Questions

Q: Does the integration import historical data?

A: Yes, when you first connect Shopify, SegMetrics automatically imports all historical order data, customers, and transaction details.

Q: How quickly do new orders appear in SegMetrics?

A: New orders typically appear during the next import cycle. Pending on your plan it could be anywhere from 6-10 hours of being placed in Shopify through the real-time API connection.

Q: Do I need to install tracking on both my theme and checkout?

A: Yes, both installations are required. The theme tracking captures website visitor behavior, while the checkout code ensures proper attribution of purchases to marketing campaigns.

Q: What about subscription products and recurring orders?

A: The integration captures all subscription orders and recurring payments. SegMetrics categorizes these appropriately in the Subscriptions reports.

Q: Do I need different setup for multiple Shopify stores?

A: Yes, each Shopify store requires its own integration setup in SegMetrics. You can connect multiple stores to the same SegMetrics account.

Q: What happens if I change my Shopify theme?

A: You'll need to reinstall the tracking pixel in your new theme's theme.liquid file. The Customer Events pixel will remain active across theme changes.