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TrackBee's Complete Setup Guide
TrackBee's Complete Setup Guide

Full Setup Guide with pre-installation, how to create an account, how to connect your store, and how to add ad-accounts / pixels.

Bart Valstar avatar
Written by Bart Valstar
Updated over a week ago

Introduction

In the dynamic e-commerce landscape, accurate data is paramount. Data discrepancies can lead to wasted ad spend and poor decisions. TrackBee offers a solution. Using server-side tracking, it ensures unparalleled data visibility. Where traditional client-side tracking falters, TrackBee thrives, further enhancing data with advanced machine learning. This guide will walk you through setting up TrackBee on Shopify for optimal tracking.

Note: If you experience any difficulties or complications during setup, please reach out to our trusty customer support team!

There are 4 basic steps to get your account fully setup:


Pre-Installation Checklist

This guide will walk you through the necessary actions to be taken in preparation for setting up your TrackBee account.

Before installing TrackBee to optimize your e-commerce tracking, it's essential to ensure

specific settings are correctly updated. This pre-installation checklist aims to provide a

smooth experience and ensure TrackBee functions without hitches.

1. Disable Password on Webshop:

  • Ensure that the password protection feature on your webshop is turned off. TrackBee requires unrestricted access to your site during the integration process.

2. Disable External Tracking Applications:

  • To prevent any data discrepancies or conflicts, please disable or uninstall any external tracking applications you might have previously used on your webshop.

For detailed steps on how to disable these applications, Click here for the full guide.

3. Review and Clean Additional Scripts:

  • Navigate to the scripts section of your store.

  • Thoroughly review any scripts, especially those related to tracking or analytics.

  • Delete any scripts that contain pixel-related information to ensure there's no conflict with TrackBee's functionalities.

Important: If you're uncertain about a particular script or its functionality, please capture a screenshot before deletion. Send this screenshot to our customer service team for further guidance.

By following the steps above, you can ensure a smooth and efficient integration of TrackBee with your e-commerce store. If you face any challenges or have additional questions, please refer to our extensive guides or get in touch with our dedicated customer service team.


Setting up your TrackBee account

This guide will walk you through the process of setting up a TrackBee account in preparation for integration with your Shopify store.

1. Access Account Creation:

  • From the TrackBee website, navigate to the top right corner.

  • Click on “create your free account”.

2. Choose a Sign-Up method:

  • We offer three options to create an account:

    • Sign up with Apple

    • Sign up with Google

    • Sign up with your Email address

  • Select the option most convenient to you.

3. Agree to Terms and Conditions:

  • Before proceeding, ensure you read and understand the terms and conditions.

  • Click on the “Accept” button to agree.

4. Welcome to the TrackBee Dashboard:

  • After successfully creating your account, you will be automatically redirected to the TrackBee dashboard.

  • This dashboard is where you'll manage and view your e-commerce tracking data.

5. Enter Organization Information:

  • From the TrackBee dashboard, navigate to the personal settings in the top right corner.

  • Select “Organisation”.

  • Enter all relevant information pertaining to your organization.

  • Click “Save” to confirm and store this information.

Completion:

Congratulation! Your TrackBee account has been setup!


Add Shopify stores to TrackBee

This guide will walk you through the process of adding your Shopify store to TrackBee for improved e-commerce tracking.

1. Navigate to the Stores Page:

  • Access the TrackBee dashboard.

  • Go to the "stores" page.

2. Name Your Store:

  • Enter your Shopify store's name as you want it to appear within TrackBee.

Note: You can change this name at a later time if needed.

3. Install the TrackBee App:

An on-screen installation guide will be presented to assist you through the process.

  • Click on the provided installation link "Install the app"

  • Follow the steps to install the TrackBee app on your Shopify store.

4. Generate an API Key:

  • After you've installed the app and it asks for a API key, return to the TrackBee tab that is still open and click on next to go to the second step of adding your store.

  • Copy the generated API key.

5. Enter the API Key in Shopify:

  • Access the TrackBee app within your Shopify dashboard.

  • Paste the generated API key.

6. Enable App Embed:

You will be automatically directed to the App Embed settings. If not, follow the subsequent steps.

  • Navigate to App Embed Settings:

    • In your Shopify dashboard, go to "Online Store".

    • Click on "Customize store".

    • On the left side, select "app embeds".

    • Enable App Embed

7. Validate the app embed:

  • Return to the TrackBee platform.

  • Check and confirm the app embed is turned on for the TrackBee app.

8. Validate the connection

  • Click on Next to validate the connection status.

  • Optional: You can click on "Detect duplicate" tracking where we will check your store for any conflicting tracking solutions that will cause data duplication.

Completion:

Congratulations! Your Shopify store has been connected to TrackBee!

Add ad accounts / pixels to your TrackBee store

This guide will walk you through the process of synchronizing your Ad accounts / Pixels to TrackBee to enhance your e-commerce tracking capabilities.

General Instructions:

To install the ad pixels for your store using TrackBee:

  • Navigate to the TrackBee dashboard.

  • Select "Stores."

  • Choose the store for which you want to install the ad pixels.

Note: An installation guide will be present to assist you with installing the Access Token. If you require additional help to find the Pixel ID’s or a more extensive guide to installing the access tokens, please follow the guide below.

META

Required: Pixel-ID and Access Token

Pixel-ID:

  • Log into Facebook and navigate to your ads manager account.

  • From the navigation panel, go to "Events Manager."

  • Your Pixel-ID should be visible below the site.

  • Copy the PixelID and paste it into the appropriate field in TrackBee.

Access Token:

  • Following from the Pixel-ID instructions, click on the Pixel-ID.

  • Navigate to the settings.

  • Scroll down to "Conversions API."

  • Generate the access token.

  • Copy the token and paste it into TrackBee.

TikTok:

Required: TikTok Login

Login:

  • Click on the "Connect TikTok" button.

  • You will be redirected to the TikTok Business login page.

  • Login with your TikTok Business account to validate the connection.

Pinterest:

Required: Pinterest Login

Login:

  • Click on the "Connect Pinterest" button.

  • You will be redirected to the Pinterest login page.

  • Login with your Pinterest account to validate the connection.

Completion:

Congratulations! Your Ad Pixels have been connected to TrackBee!


This completes the full Setup Guide for TrackBee. If you have any additional questions

please reach out to our customer service team!

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