Setting Up Permissions

Your agency is ready to set you up for success! Please follow the instructions below to ensure your brand store permissions are properly granted.

Step 1: Granting Agency Permissions - Shopify

Collaborator permissions need to create and install the AdBeacon Shopify app. Please follow the steps below to ensure that permissions settings are correct.

Step #1 – General Settings

    • Home
    • Orders
      • Manage orders information
      • Export orders
Shopify General Settings

Step #2 – Orders & Product Settings

    • Orders
      • Export draft orders
    • Products
      • View product cost
      • Manage Inventory
      • Export products
    • Gift cards
export draft orders

Step #3 – Customer, Reports, Dashboard, ETC Settings

    • Customers
      • Export customers
    • Reports
    • Dashboards
    • Discounts
    • Manage and install apps and channels
Shopify customer Settings

Step #4 – Online Store Settings

  • Themes
    • Edit theme code

Step #5 – Administration Settings

  • Manage Settings
  • View customer events
    • Manage and add custom pixels

Step #6 – Set-up Complete

Once saved – your Shopify permissions should be all setup and ready to go. 

Please contact/notify your agency partner so they know that your permission updates are complete and they will take care of the rest of your AdBeacon integration. Great job!

If you would like to learn more about what AdBeacon is all about – you can click here

Step 2: Agency Integrates Shopify in AdBeacon

  • AdBeacon Shopify integration
  • Go to Shopify store -> Click Apps
Shopify additions
  • Click -> Sales Channel Settings
    1. You may need to scroll to the bottom
image (67)
  • Click -> Develop Apps
shopify app and sales channels
  • Click -> Create An App
  • Name the app “AdBeacon Shopify Integration”. For the App developer section, keep the default name as is.
  • Click-> Configure Admin API Scopes
  • Click the following permissions
    • read_orders
    • read_customers
    • read_products
    • write_script_tags
    • read_script_tags
    • read_content
    • read_draft_order
    • read_themes
    • read_inventory
  1. Click -> Save
  2. Click -> Install App, then Click -> Install
  3. Select -> API credentials
  4. Click -> Reveal token once for Admin API access token

  • Copy the Admin API access token (“shpat_”)
    1. Place in AdBeacon Section
    2. Type website domain in Domain URL section

  • Once both rows are completed, Click -> Authenticate

image (70)
  • Next, Select -> Auto Install Tracking Script
    1. If you prefer to Manually Install Tracking Script then see below instructions (a)
  • Click -> Install (all done!

Manually Install Tracking Script Instructions

  • How to install an AdBeacon script on your Shopify store?
  1. Open https://shopify.x/admin
  2. Click on Themes > Customize

 

Click On 3 dots at the top and then click on Edit Code

 

  • Click -> theme.liquid
  • Add the AdBeacon Script before </head> and click-> Save

 

  • Click on -> Settings from the left navigation menu

  • Click on -> Checkout and accounts and scroll down to “Additional scripts”section

  • Add the AdBeacon script in “Order status page” 
  • Click on -> Save