Setup Guide for Convbox Analytics

Prerequisites：

1. For Stores Already Subscribed to Convbox Tracking

If your store has an active Convbox Tracking subscription:
Go to the Convbox Tracking app and navigate to Pricing Plan (top-right corner).
Switch to the Convbox Analytics option at the top of the page.
Select and subscribe to the appropriate plan.
After subscription, proceed directly to Step 4.





2.For Stores Without Convbox Tracking

If Convbox Tracking is not installed, start from Step 1.

Step 1: Install Convbox Analytics App

Visit the Shopify App Store.
Search for Convbox Analytics.
Install the Convbox Analytics App.

Step 2: Provide Contact Details

Enter/verify the following information (partially auto-filled from your Shopify account):

First Name
Last Name
Contact Email
Business Type
Your Position

Step 3：Subscribe to Convbox Analytics plan

Choose a plan tier based on your monthly revenue:

Click “Choose Plan” for your selected tier.
Click “Continue” at the bottom of the page.
Complete payment via the redirected checkout page.

Step 4: Install Convbox Analytics App

In this step, click the "Connect to Shopify" button, which will direct you to Shopify's app installation confirmation page. You just need to confirm according to the prompts.

Note：Skip this step if already installed the app in Step 1.

Step 5: Install Convbox Analytics Pixel

Answer three configuration questions during Pixel setup, then click "Save & Get Setup Guide" for customized 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 Architecture 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.

Step 6: Media Account Authorization & Ad Account Linking

Authorize and link ad accounts for supported platforms:

Facebook
TikTok
Bing

Example for Facebook Ads:
Click “Connect” under Facebook Ads.
Grant all permissions (Business Manager, Pages, etc.) during authorization.
Select all ad accounts used for your store’s campaigns.

Note: Please be sure to check all advertising accounts that drive traffic to your store. Otherwise, Convbox Analytics will not be able to correctly synchronize the conversion data of the media advertising background.



In addition, if you are using any EDM platform such as Omnisend, Klaviyo, or Mailchimp, you can configure the corresponding API Key to complete the integration of the EDM platform.

Step 7: Configure UTM Tracking

For the accuracy of Convbox Analytics reports, you need to set the ad tracking parameters according to the UTM templates we provide. Convbox provides UTM templates for multiple channels, which you can use directly.

Click the "Other Platforms & Tools" option, and you can generate different types of tracking links under the three categories of Influencer, Social, and PR/Blogs.

Under the Generic category, you can generate tracking links at will.

Step 8: Install Post-Purchase Survey

In this step, you can follow the instructions to install Convbox's built-in survey tool. The real customer feedback collected through the survey tool can further improve the attribution results. For detailed installation instructions, please refer to the operation instructions: How to install and activate Convbox Post-Purchase Survey

You can also skip this step and make corresponding settings in the "Post Purchase Survey" menu of Convbox Analytics later.



If you need further assistance or have additional setup needs, please feel free to contact our support team.

Updated on: 20/03/2025