OmniTrack Plus Installation Guide
Here's a Facebook Pixel setup guide for Omnitrackplus subscribers:
First, go to the Shopify App Store, search for Omnitrack, or click this link to find the Omnitrack app and install it.
Once the app installation is complete, select the appropriate plan based on your specific needs. In the Omnitrack Plus plans, there are different tiers depending on your order volume. Choose the plan that best suits your store's sales volume.
After subscribing to the app, you will be guided through a series of initial setup steps within the app. This includes providing contact information, enabling app extensions, and manually adding additional scripts. Below are screenshots of the relevant pages:
You will need to provide the following contact information: last name, first name, contact email, and position information. Some of this information is automatically retrieved from your Shopify account, and you can further edit it.
Click the "Go to Shopify" button below, which will take you to the App Extension activation page. Once on this page, click the 'Save' button in the upper right corner to complete the activation. Then return to this page, and we will automatically check the status of your App Extension activation. If it has been successfully activated, the 'Next' button will be highlighted, and you can proceed to the next step.
For more information about App Extension, click here.
Follow the 5 steps on the page to complete the setup and add the custom pixel code to your customer events. Once added, click the Go To Check button and browse your website for about 20 seconds. After 20 seconds, click the Done button to finish this step and proceed to the next one.
After the initial setup is complete, you will be taken to a page with three options. Choose the target action that suits your needs. In this case, we will select the first option to install the Pixel.
In this step, you will see multiple target options. Taking Facebook as an example, click the "Add Pixel" button.
If you need to add other target channels, select the logo of the corresponding channel below and click to add it. If your desired target channel is not listed, please contact us for integration.
After clicking the "Add Pixel" button, you will enter the Pixel adding process. Before starting the setup, you need to choose how to add the Pixel, either by authorizing through Facebook or manually. This guide will use the manual addition ("Add manually") as an example.
In this step, choose "Use Best Practices" (recommended) or "Manually Customize Events" based on your requirements. If you need to customize events, select the events to send 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 primarily uses "Variant ID" as the main identifier, select "Product" as the content type and specify "Variant ID" as the product identifier in the next step.
Configure your product identifier here, choosing the appropriate option to ensure Facebook can correctly identify your products.
Name your Facebook Pixel.
Add your Facebook Pixel ID. Click here to learn how to obtain or generate a Facebook Pixel ID.
Add Facebook CAPI Access Token. Click here to learn how to generate a CAPI Access Token.
Click on the "Advanced Settings" option to see more settings, and choose and configure them based on your actual needs.
Conversion Value: This determines how the value is calculated in the purchase event. We default to include the product value, taxes, shipping, and discounts, but you can choose other calculation methods.
Custom Purchase Event: Click to see more detailed instructions.
After successfully setting up your Facebook Pixel, it's recommended to perform event testing to ensure that all events on your store are correctly triggered. You can find testing methods in this related guide.
After completing the above steps, your Facebook Pixel should have been successfully set up, and you can begin tracking and optimizing your ad campaigns.
If you had previously installed other Pixel plugins, you need to remove that Pixel from the respective plugin to avoid duplicate event triggering, which can affect data accuracy. Click here to learn how to remove duplicate Pixel tracking.
In the APP, click the Integrations menu at the top right to enter the settings page. You need to authorize your Facebook account and link your ad account. Once authorization is complete, you will have access to more comprehensive and timely conversion data from the FB Ads Report, allowing you to better adjust your ad strategies.
Note: Be sure to associate all advertising accounts used for the current site's ad campaigns to prevent data loss and inaccuracies.
By integrating with your CRM (such as Klaviyo, Omnisend, etc.), Omnitrack Plus can accurately identify user information and sync it to Facebook, optimizing event scores （EMQ）and effectively improving ad performance.
You can view the supported CRM platforms through the illustrated entry below. If you are using Klaviyo, Omnisend, or Mailchimp, please follow the prompts to enter the corresponding Key. Other supported platforms require no additional configuration.
Order Attribution: Track and Analyze the Complete Customer Journey
If you need further assistance or have other setup requirements, please feel free to contact our support team.
Step 1: Install the Omnitrack App
First, go to the Shopify App Store, search for Omnitrack, or click this link to find the Omnitrack app and install it.
Step 2:Choose Your Plan
Once the app installation is complete, select the appropriate plan based on your specific needs. In the Omnitrack Plus plans, there are different tiers depending on your order volume. Choose the plan that best suits your store's sales volume.
Step 3: Initial Setup
After subscribing to the app, you will be guided through a series of initial setup steps within the app. This includes providing contact information, enabling app extensions, and manually adding additional scripts. Below are screenshots of the relevant pages:
1）Leave Contact Information:
You will need to provide the following contact information: last name, first name, contact email, and position information. Some of this information is automatically retrieved from your Shopify account, and you can further edit it.
2）Enable App Extension:
Click the "Go to Shopify" button below, which will take you to the App Extension activation page. Once on this page, click the 'Save' button in the upper right corner to complete the activation. Then return to this page, and we will automatically check the status of your App Extension activation. If it has been successfully activated, the 'Next' button will be highlighted, and you can proceed to the next step.
For more information about App Extension, click here.
3）Add Custom Pixel Code to Customer Events：
Follow the 5 steps on the page to complete the setup and add the custom pixel code to your customer events. Once added, click the Go To Check button and browse your website for about 20 seconds. After 20 seconds, click the Done button to finish this step and proceed to the next one.
Step 4: Choose Your Target Action
After the initial setup is complete, you will be taken to a page with three options. Choose the target action that suits your needs. In this case, we will select the first option to install the Pixel.
Step 5: Add Pixel
In this step, you will see multiple target options. Taking Facebook as an example, click the "Add Pixel" button.
If you need to add other target channels, select the logo of the corresponding channel below and click to add it. If your desired target channel is not listed, please contact us for integration.
Step 6: Choose Pixel Adding Method
After clicking the "Add Pixel" button, you will enter the Pixel adding process. Before starting the setup, you need to choose how to add the Pixel, either by authorizing through Facebook or manually. This guide will use the manual addition ("Add manually") as an example.
Step 7: Event Settings
In this step, choose "Use Best Practices" (recommended) or "Manually Customize Events" based on your requirements. If you need to customize events, select the events to send to Facebook and how they should be sent (browser events/server events).
Step 8: Content Type Setup
Most merchants should select "Product Group" as the content type and send "Product ID" as the product identifier to Facebook. If your catalog primarily uses "Variant ID" as the main identifier, select "Product" as the content type and specify "Variant ID" as the product identifier in the next step.
Step 9: Product Identifier Setup
Configure your product identifier here, choosing the appropriate option to ensure Facebook can correctly identify your products.
Step 10: Pixel-Related Settings
Name your Facebook Pixel.
Add your Facebook Pixel ID. Click here to learn how to obtain or generate a Facebook Pixel ID.
Add Facebook CAPI Access Token. Click here to learn how to generate a CAPI Access Token.
Advanced Settings (Optional)
Click on the "Advanced Settings" option to see more settings, and choose and configure them based on your actual needs.
Conversion Value: This determines how the value is calculated in the purchase event. We default to include the product value, taxes, shipping, and discounts, but you can choose other calculation methods.
Custom Purchase Event: Click to see more detailed instructions.
Testing and Next Steps
After successfully setting up your Facebook Pixel, it's recommended to perform event testing to ensure that all events on your store are correctly triggered. You can find testing methods in this related guide.
After completing the above steps, your Facebook Pixel should have been successfully set up, and you can begin tracking and optimizing your ad campaigns.
Additional Steps and Necessary Checks
1. Check for Duplicate Tracking
If you had previously installed other Pixel plugins, you need to remove that Pixel from the respective plugin to avoid duplicate event triggering, which can affect data accuracy. Click here to learn how to remove duplicate Pixel tracking.
2. Authorize Facebook Account and Link all Ad Accounts that drive traffic to your site
In the APP, click the Integrations menu at the top right to enter the settings page. You need to authorize your Facebook account and link your ad account. Once authorization is complete, you will have access to more comprehensive and timely conversion data from the FB Ads Report, allowing you to better adjust your ad strategies.
Note: Be sure to associate all advertising accounts used for the current site's ad campaigns to prevent data loss and inaccuracies.
3.Configure CRM Integration to Improve Facebook EMQ
By integrating with your CRM (such as Klaviyo, Omnisend, etc.), Omnitrack Plus can accurately identify user information and sync it to Facebook, optimizing event scores （EMQ）and effectively improving ad performance.
You can view the supported CRM platforms through the illustrated entry below. If you are using Klaviyo, Omnisend, or Mailchimp, please follow the prompts to enter the corresponding Key. Other supported platforms require no additional configuration.
4.Instructions for Order Attribution
Order Attribution: Track and Analyze the Complete Customer Journey
If you need further assistance or have other setup requirements, please feel free to contact our support team.
Updated on: 17/12/2024
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