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8. Events

A guide to managing events for your checkout instances

Support @ BeSimplified avatar
Written by Support @ BeSimplified
Updated over a month ago

Events allow you to integrate third-party analytics services with your Simplified Checkout instance. Adding Custom HTML events is available for free. The rest are available with Simplified Checkout Pro.


Adding a Service

Click Add Service in the top right corner.

Select the service you want to connect to and click Continue.

Next, select the instances you want to connect this service to. You can edit this later if you want to add more instances to a service.


Configuring Services

Configure services typically require you to create an account with the service and obtain tracking IDs, but this may vary depending on your chosen service.

Custom HTML

Start by adding a label for this service, then click Save & Integrate.

Click on the new Custom HTML service you created.

Within the Custom HTML screen, you'll see the instances connected to the service, the scripts you have added, and their associated triggers.

Settings

The settings button at the top right corner brings you to the settings wizard from when the service was added.

Adding, Toggling Events

Each event for each instance can be toggled on/off from this screen, and new events can be added with + Add Event.

Click on Add Script to open the settings panel.

Enter a Script Name, and then paste your script into the Pixel HTML section.

You need to add the tracking script manually from your external tracking platform.

Firing Priority

You can specify which scripts will trigger first, second, third, etc., or let our system decide the priority.

Firing Options

  • Once Per Session: The script will only fire once per session.

  • Entire Session: The will will fire throughout the session on each page reload (if applicable)

Prevent Firing When Testing

Check this option to prevent your script from being fired during testing or previewing.

Upon saving, click on View Triggers and continue to the next section.


HTTP Requests

Start by adding the HTTP Request service.

Once added, go to the HTTP Request service you just created, and click Add Events.

From this modal, you can add events such as:

  • Start Checkout

  • Page View

  • Purchase

  • URL: This is the server where you are requesting data/actions.

  • Fire pixels for prepaid transactions: Track prepaid card transactions on your checkout.

  • Fire pixels only on live transactions: Only track transactions that are processed and finalized in real time.

Once you've added your events, click View Triggers to configure the triggers. You can learn more about Configuring Triggers below.


Bing

Start by enabling the following permissions.

  • Client Network Requests: Initiates client-side network requests to Bing. This service cannot be set up without enabling this permission.

  • Access-Client Key-Value Store: Read and save information in browsers using cookies and temporary storage.

Next, add your Bing UET Tag ID and click Save & Integrate.

You can find your UET Tag ID by going to your Microsoft Advertising account dashboard and then Conversions > UET Tag.

Click Create if you don't have a UET tag already, and then copy the generated Tag ID into Simplified Checkout.

Within the Bing service, add the events you want to track such as:

  • Start Checkout

  • Page View

  • Purchase

Add the associated triggers for your events and you're good to go!

Learn more about Configuring Triggers below.


Google Analytics 4

Start by adding your Measurement ID and API Secret

You can find your Measurement ID by going to the Data Streams area in Google Analytics and clicking your stream.

As for finding your API Secret, scroll down a little and click on Measurement Protocol API secrets.

Click on Review terms and I acknowledge if you haven't done so already.

Then Create and add a name e.g. "Simplified Checkout".

Copy the Secret value string into the API Secret field in Simplified Checkout.

Next, select the Events you'd like to track and click Save & Integrate

Upon saving, you'll find that the selected Events and its Triggers are already set up.

You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers.


Klaviyo

See our Webhooks on how to set up your Klaviyo service.

After adding the Klaviyo service, you'll see the Started Checkout event added by default. You can add more events by clicking the Add Event button.

Select checkout and order events you want to track and click Save Event.

Continue to the next section to Configure Triggers.


Meta Pixel

Start by adding your Meta Pixel ID and Conversion API Token.

You can find your Pixel ID in Meta Ads Manager by going to Event Manager > Data Sources. Select your pixel and go to the Settings tab.


As for your Conversion API Token, on the same screen, scroll until you find the Generate access token text button.

Click this button and copy the string into Simplified Checkout.

Next, select the Events you'd like to track and click Save & Integrate

The events you selected will already be preconfigured with the appropriate triggers.

You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers.


Pinterest Tag

Start by adding your Pinterest Tag ID, Account ID, and Access Token.

To find your Tag ID, go to your Pinterest Business account dashboard, click on the Ad account overview button in the top left, and select Conversions.

Go to the Tag Manager tab and click Install Pinterest Tag

You'll find your Tag ID near the top-right corner.


You can find your Account ID by clicking on your profile in the top-right corner.


To get your Access Token, go to Conversions API > Set up API and click Generate Token.

Copy the generated token into Simplified Checkout.

Next, select the Events you'd like to track and click Save & Integrate

Some of the events selected will already be preconfigured with the appropriate triggers.

You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers.


Snap Pixel

Start by adding your Pinterest Pixel ID and Conversion API Token.

You can find your Pixel ID by going to your Snapchat Business Manager dashboard and then the Pixels tab.

Click Create Pixel if you don't have any pixels yet, and then copy the Pixel ID into Simplified Checkout.


To find your Conversion API Token, go to the Business Details tab and scroll down to the "Conversion API Tokens" section.

Click the Generate Token button if you don't already have an API token, then copy the generated token into Simplified Checkout.

Next, select the Events you'd like to track and click Save & Integrate

Some of the events selected will already be preconfigured with the appropriate triggers.

You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers.


TikTok Pixel

Start by adding your Pinterest Pixel ID.

You can find your Pixel ID by going to your TikTok Ads Manager dashboard, hovering on the Tools menu, and selecting Events.

Click on Connect data source and select Web

Enter your store URL

Choose Manual setup

Select TikTok Pixel + Events API

Enter a name for your pixel and click Create.

You can safely exit this modal and copy your Pixel ID into Simplified Checkout

Next, select the Events you'd like to track and click Save & Integrate

Some of the events selected will already be preconfigured with the appropriate triggers.

You can add/customize events and triggers however you'd like. Continue to the next section to Configure Triggers.


Configuring Triggers

Triggers are the conditions where your script will fire. You can add multiple triggers and keep track of its activity for 24 hours.

Clicking the toggle will disable the specific trigger without affecting other triggers. You can also edit or delete it anytime.

Every service will have similar trigger condition settings and terminology.

Click the Create Trigger button in the top right corner.

Enter the trigger name. Select the trigger type from the dropdown menu, and choose which page/checkout step it will fire on.

Trigger Types

  • Page View: The script will trigger when your customer views a page.

  • Order Complete: The script will trigger when your customer completes an order.

Trigger Conditions

Configure your trigger to fire based on specific criteria. You can configure multiple conditions with AND and OR operators.

  • Affiliate / Sub-Affiliate Values

  • Browser

  • Device

Here is an example of a trigger that tracks when a user is on a mobile/handheld device:

Click save when you're happy with your trigger setup. You can add multiple triggers that work in conjunction.

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