What Is the Shopify Advanced Action Listing Report?
The Shopify Advanced Action Report is a special report made by Impact exclusively for Shopify. To view this report, you must be logged into your Impact account. This report allows you to view all of the actions associated with your account that are available in Impact, such as Free Trials, Paid Trials, and Online Sales. (POS Pro Sales are also located in this report.)
As a reminder, when you refer a merchant, they go through a Free Trial > Paid Trial > Full Price Merchant. This Shopify Advanced Action Report will allow you to better understand how many commissionable actions you have recorded (Online Sale = Full-Price Monthly Plan = Commission Earned).
* Please note that this report is In-Period. For cohorted data, please utilize the Shopify Cohort Reports.
Enabling the “Shopify Advanced Action Report” to always appear in your “Reports” menu
- Login to your Impact account
- Navigate to Reports > All Reports
- Scroll to the bottom of the page
At the bottom of that page, you will find a section called “Custom”. This is where you will find all reports custom-created by Impact and Shopify to help you measure success and optimize performance.
- If the report is not already in your “Reports” menu drop down, click “Add to Reports Dropdown” under “Actions” (right side of the table above) to ensure it’s always readily available to you upon login.
Once you do this, the Report will always automatically appear in your Reports menu dropdown. (top of your Impact dashboard).
Using the Shopify Advanced Action Listing Report
- From your “Reports” menu, click on the report you want to use. (i.e.: Shopify Advanced Action Listing)
- Select your [date range]
- Then click the magnifying glass button to RUN the report. Here’s an example of what it might look like
For a glossary of the column definitions, see: Advanced Action Listing Report: Column Definitions.
Pending = Action has not locked. Actions lock on the 21st of the month following the action. (ie. April 5 actions lock on May 22. Pending actions are subject to reversals due to fraud or refunded.
Approved = Action has not been reversed and has locked. These actions have also been paid.
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PRO TIPS: The Shopify Advanced Action Listing report allows you to add more fields than just the default view. In the below, you can see that an important field has been selected by clicking the “Show” dropdown: Customer ID. This allows you to see a referred merchant’s ShopID. In cases where you need assistance from the Shopify Affiliate Team regarding a specific referral, the Customer ID is the best information to supply for a timely response from our team. |
To see Customer ID for each transaction:
- Click on the “Show” dropdown
- Scroll down and check the Customer ID box
- Click the magnifying glass to run the report, which will now include a column with Customer ID for all of your actions
Reporting by Customer Country
Next, let’s look at a very important piece of information that will help you forecast potential earnings: Customer Country. Since our program pays based on the merchant’s country, seeing where your referrals are based will allow you to project what potential earnings you may earn. To enable this field, please follow the steps below and and refer to the following images:
- Click on the “columns” icon to trigger a dropdown of fields that can be added to your report
- Check the boxes for Customer Country and Customer ID
These fields will automatically populate on the report:
Reporting For SubID and SharedID tracking parameters
If you’re using SubID or SharedID parameters in your tracking URL, you can also view that information in the reports by following the steps below.
These parameters are useful when using various creatives, multiple websites, or in the case when you need to send non-PII user information. This will allow you to have deeper insights in your performance reporting.
- To get started, on the "Create A Link" Dashboard module, click on "Advanced"
- This will expand to display Shared ID, multiple SubIDs, and other fields:
- You can enter SubIDs or Shared IDs here. You can also select your website under "Property" (in case you promote using multiple websites, and want to track where the referral is coming from).
- Once you enter the information fields you wish, simply click the blue "Create" button, and your link will populate below
SubID: This is a unique identifier that affiliates can use to track specific campaigns, traffic sources, or individual clicks. So you can use different SubID’s to check the performance on different campaigns or your social media accounts
SharedID: This identifier is used to track user interactions across different platforms and devices. It ensures that the user journey is accurately tracked, even if the user switches devices or platforms during their interaction. It is mandatory for networks to have a unique sharedID for each Publisher they have.