Instant integrates with Shopify natively. Following the guide below will allow us to begin tracking identification on your site.
Section 1: Shopify Customer Events Pixel Setup
Step 1
Select Settings in the sidebar of your Shopify Dashboard.
Step 2
Select Customer Events in the settings sidebar.
Step 3
Select Add custom pixel at the top right of the screen.
Step 4
Call your custom pixel ”Instant” and then select Add pixel.
Step 5
Configure the pixel to Not required under 'Permission' and Data collected does not qualify as data sale under 'Data sale'.
Step 6
This step requires adding Instant's pixel to your site, allowing us to identify anonymous shoppers who visit your website.
- If you're currently onboarding onto the product, your pixel can be found in the Connect Custom Store step. This state is what's shown in the video below.
- If you have already onboarded onto the product, proceed to the Instant dashboard and go to Configuration > Select Shopify . You will see a pixel underneath Step 1: Pixel Installation.
Copy the code to the clipboard by clicking Copy code.
Remove the code currently in the Shopify code box and paste from the clipboard with ctrl/cmd + v.
Step 7
Press the Save button and then press Connect to proceed.
Step 8
Navigate back to Customer Events and confirm that the pixel is Activated.
Section 2: Shopify API Setup
Step 9
Select Apps and sales channels in the settings sidebar.
Click on Develop apps in the top right.
Step 10
Select Create an app.
If you are prompted to Allow custom app development, please allow it.
Please note: if there are existing apps installed, the Create an app button will be on the top right of your screen.
Step 11
Call the app Instant and then select Create app.
Set the app developer to yourself.
Step 12
Click on Configure Admin API scopes.
Step 13
Using the "Filter access scopes" search bar, select the following access scopes.
- write_themes, read_themes
- write_script_tags, read_script_tags
- read_customers
- read_products
- read_orders
- read_customer_events
- write_discounts, read_discounts
- write_content, read_content
- write_inventory, read_inventory
- write_discounts_allocator_functions, read_discounts_allocator_functions
- write_online_store_pages, read_online_store_pages
- write_pixels, read_pixels
and then click Save.
If you're having trouble with this step, please use the "Filter access scopes" search to search for each scope.
The video below only shows the selection of the write_themes access scope. All of the scopes listed above must be selected.
Step 14
Click Install in the confirmation window that appears.
Step 15
Click on Reveal token once. Once the token is revealed, copy the token into your clipboard.
Paste the token into the field either on the onboarding page or configuration page.
Step 16
Click on Configuration, located on the right of Overview.
Click Configure for Storefront API Integration.
Step 17
Select the following Storefront API access scopes
- unauthenticated_write_checkouts, unauthenticated_read_checkouts
- unauthenticated_read_customers
- unauthenticated_read_product_listings
and then click Save.
Step 18
Locate your Shopify ID by checking the URL in your browser's address bar while viewing the Shopify Dashboard.
Enter it on either the onboarding page or configuration page.