Convbox Tracking Installation Guide
Here is the installation and setup guide for Convbox Tracking subscribers:
Visit Shopify App Store
Search for "Convbox Tracking"
Click Install
Complete/verify pre-filled information from your Shopify account:
First/Last Name
Contact Email
Business Type
Your Position
Choose a plan based on your monthly order volume:
After confirming the plan, click the "Choose Plan" button, and then click the "Continue" button at the bottom of the page to continue.
If you subscribe to the Plus plan, after clicking the "Continue" button at the bottom of the page, the system will automatically jump to the checkout page, and enter the payment card information according to the prompts to complete the payment.
If you choose the $7.99 plan, we will deduct the fee through Shopify. After clicking the "Continue" button, you will be navigated to the Shopify subscription confirmation page, and you can directly click the confirmation button on the page to complete the subscription.
After successfully subscribing to the plan, you will be directed to the app to perform a series of initial confirmations. The following are detailed instructions for the relevant steps:
Answer three configuration questions based on your store setup, then click "Save & Get Pixel Setup Guide" for tailored instructions.
For Standard Shopify Stores: Enable App Extensions
Click "Go to Shopify" to navigate to the App Extensions page.
Click "Save" in the top-right corner.
Return to Convbox to verify activation. The "Next" button will turn active upon successful setup.
Learn more about App Extensions here.
For Headless Shopify Stores: Install Headless Code
Copy and share the provided installation guide with your developer.
After code deployment, click "Check Installation" to verify.
Note: Skipping this step will trigger a final verification later. Full functionality requires successful code detection.
Follow on-screen instructions to complete the 5-step process to add pixel code:
.
After setup, click "Go To Check" and browse your website for 20 seconds.
Click "Done" to proceed.
After completing the previous setup, Convbox Tracking is ready to work. You will be taken to a page where you can choose the target operation based on your needs. Here we choose the first option and click the "Get started" button to install Pixel.
Example for Facebook: Click "Add Pixel" under the Facebook logo.
To add other channels, select their logos below. Contact support for unlisted platforms. If the channel you need is not listed, you can contact us for integration.
After clicking the "Add Pixel" button, you will enter the process of adding the pixel. Before starting the setup, you need to choose how to add the pixel, whether to add it through Facebook authorization or manually. This guide takes manual addition as an example.
In this step, select "Use Best Practice" or "Custom events manually" depending on your needs. If custom events are required, select the events to be sent to Facebook and how they should be sent (browser events/server events).
Most merchants should select "Product Group" as the content type and send "Product ID" as the product identifier to Facebook. If your catalog uses "Variant ID" as the primary identifier, select "Product" as the content type and send "Variant ID" as the product identifier in the next step.
Configure identifiers to ensure Facebook recognizes your products correctly.
Name Your Pixel
Enter Facebook Pixel ID: How to get Pixel ID
Add Facebook CAPI Token: Generate CAPI Token
Advanced Settings (Optional)
Click the "Advanced Settings" option to see more settings. Select and set them according to your actual needs.
Conversion Value:This is the calculation method for the value in the purchase event. By default, we include the product value as well as taxes, shipping costs, and discounts. You can choose other calculation methods.
Custom Purchase Events: How to set not to send Purchase Event in Convbox Tracking
After adding Facebook Pixel, it is recommended that you conduct event testing to ensure that all events in your store are triggered normally.
How can I check whether my pixel working correctly or not?
Once you’ve completed the above steps, your Facebook Pixel should be successfully set up and ready to start tracking and optimizing your ad campaigns.
Check for Duplicate Tracking
If you have previously installed other Pixel plug-ins, you need to delete the Pixel from the corresponding plug-in to avoid duplicate event triggering, which will affect data accuracy.
How to disable or remove a pixel from your Shopify store
Integrate CRM Tools (Improve Facebook EMQ Score)
By integrating with your CRM system (such as Klaviyo, Omnisend, etc.), Convbox Tracking can accurately identify user information and synchronize it to Facebook, optimize event scoring, and effectively improve advertising effectiveness.
You can view the CRM platforms we have supported integration through the icon entrance below. If you are using Klaviyo, Omnisend or Mailchimp, please enter the corresponding key according to the prompts. No additional configuration is required for other supported platforms.
Here are three CRM tool API Key adding methods for reference:
How to generate Omnisend API key
How to generate a Mailchimp API Key
How to generate Klaviyo Private API key?
If you need further assistance or have additional setup needs, please feel free to contact our support team.
Step 1: Install Convbox Tracking App
Visit Shopify App Store
Search for "Convbox Tracking"
Click Install
Step 2: Provide Contact Details
Complete/verify pre-filled information from your Shopify account:
First/Last Name
Contact Email
Business Type
Your Position
Step 3: Select Subscription Plan
Choose a plan based on your monthly order volume:
After confirming the plan, click the "Choose Plan" button, and then click the "Continue" button at the bottom of the page to continue.
If you subscribe to the Plus plan, after clicking the "Continue" button at the bottom of the page, the system will automatically jump to the checkout page, and enter the payment card information according to the prompts to complete the payment.
If you choose the $7.99 plan, we will deduct the fee through Shopify. After clicking the "Continue" button, you will be navigated to the Shopify subscription confirmation page, and you can directly click the confirmation button on the page to complete the subscription.
Step 4: Initial Configuration
After successfully subscribing to the plan, you will be directed to the app to perform a series of initial confirmations. The following are detailed instructions for the relevant steps:
4.1 Install Tracking Pixel
Answer three configuration questions based on your store setup, then click "Save & Get Pixel Setup Guide" for tailored instructions.
For Standard Shopify Stores: Enable App Extensions
Click "Go to Shopify" to navigate to the App Extensions page.
Click "Save" in the top-right corner.
Return to Convbox to verify activation. The "Next" button will turn active upon successful setup.
Learn more about App Extensions here.
For Headless Shopify Stores: Install Headless Code
Copy and share the provided installation guide with your developer.
After code deployment, click "Check Installation" to verify.
Note: Skipping this step will trigger a final verification later. Full functionality requires successful code detection.
2） Add Custom Pixel Code to Customer Events
Follow on-screen instructions to complete the 5-step process to add pixel code:
.
After setup, click "Go To Check" and browse your website for 20 seconds.
Click "Done" to proceed.
Step 5: Select Target Task
After completing the previous setup, Convbox Tracking is ready to work. You will be taken to a page where you can choose the target operation based on your needs. Here we choose the first option and click the "Get started" button to install Pixel.
Step 6: Install Pixel
1）Select Media Channel
Example for Facebook: Click "Add Pixel" under the Facebook logo.
To add other channels, select their logos below. Contact support for unlisted platforms. If the channel you need is not listed, you can contact us for integration.
2）Choose Pixel Setup Method
After clicking the "Add Pixel" button, you will enter the process of adding the pixel. Before starting the setup, you need to choose how to add the pixel, whether to add it through Facebook authorization or manually. This guide takes manual addition as an example.
3）Event Configuration
In this step, select "Use Best Practice" or "Custom events manually" depending on your needs. If custom events are required, select the events to be sent to Facebook and how they should be sent (browser events/server events).
4）Content Type Settings
Most merchants should select "Product Group" as the content type and send "Product ID" as the product identifier to Facebook. If your catalog uses "Variant ID" as the primary identifier, select "Product" as the content type and send "Variant ID" as the product identifier in the next step.
5）Product Identifier Setup
Configure identifiers to ensure Facebook recognizes your products correctly.
6）Pixel Settings
Name Your Pixel
Enter Facebook Pixel ID: How to get Pixel ID
Add Facebook CAPI Token: Generate CAPI Token
Advanced Settings (Optional)
Click the "Advanced Settings" option to see more settings. Select and set them according to your actual needs.
Conversion Value:This is the calculation method for the value in the purchase event. By default, we include the product value as well as taxes, shipping costs, and discounts. You can choose other calculation methods.
Custom Purchase Events: How to set not to send Purchase Event in Convbox Tracking
7）Test Facebook Pixel Events
After adding Facebook Pixel, it is recommended that you conduct event testing to ensure that all events in your store are triggered normally.
How can I check whether my pixel working correctly or not?
Once you’ve completed the above steps, your Facebook Pixel should be successfully set up and ready to start tracking and optimizing your ad campaigns.
Post-Setup Checks
Check for Duplicate Tracking
If you have previously installed other Pixel plug-ins, you need to delete the Pixel from the corresponding plug-in to avoid duplicate event triggering, which will affect data accuracy.
How to disable or remove a pixel from your Shopify store
Integrate CRM Tools (Improve Facebook EMQ Score)
By integrating with your CRM system (such as Klaviyo, Omnisend, etc.), Convbox Tracking can accurately identify user information and synchronize it to Facebook, optimize event scoring, and effectively improve advertising effectiveness.
You can view the CRM platforms we have supported integration through the icon entrance below. If you are using Klaviyo, Omnisend or Mailchimp, please enter the corresponding key according to the prompts. No additional configuration is required for other supported platforms.
Here are three CRM tool API Key adding methods for reference:
How to generate Omnisend API key
How to generate a Mailchimp API Key
How to generate Klaviyo Private API key?
If you need further assistance or have additional setup needs, please feel free to contact our support team.
Updated on: 20/03/2025
Thank you!