How To Setup Ecommerce & Purchase Tracking In Microsoft Clarity

May 30, 2024 at 10:39:13 AM

TL;DR New guide explains how to set up e-commerce and purchase tracking in Microsoft Clarity. It highlights the importance of tracking transactions to improve user experience and identify friction points. The guide details using "Smart Events" and "API Events" for accurate tracking, especially for non-Shopify users. It also covers using "Custom Tags" to add context and enhance data collection, and provides a downloadable GTM template for easier setup.

How To Setup Ecommerce & Purchase Tracking In Microsoft Clarity

E-commerce transactions are crucial for any online store, and tracking these transactions using Microsoft Clarity can provide valuable insights. This guide explains how to set up e-commerce and purchase tracking in Microsoft Clarity.

Importance of Tracking Purchases

Tracking purchases allows you to:

  • Segment sessions with and without purchases.
  • Investigate user experience and identify friction points.
  • Provide more context to Microsoft Clarity's AI insights.

Tracking Purchases in Microsoft Clarity

While the "E-commerce Insights" feature is available for Shopify-integrated Clarity projects, other e-commerce actions can still be tracked manually.

Manual E-commerce & Transaction Tracking

Using Smart Events

  • Auto Events: Automatically track actions but may not accurately represent successful transactions.
  • API Events: Recommended for accurate tracking of successful purchases.
<script>
window.clarity("event", "purchase");
</script>

This can be implemented using Google Tag Manager or Piwik Pro Tag Manager.

Identifying Trackable Actions

Trackable actions include:

  • Viewing an item
  • Adding to cart
  • Viewing the cart
  • Beginning checkout
  • Adding payment information
  • Adding shipping details
  • Completing a purchase

Customizing Event Tracking Code

Adjust the event name for specific e-commerce actions.

<script>
window.clarity("event", "{{e-commerce action}}");
</script>

Using Custom Tags

Custom Tags add valuable context to the data collected.

<script>
clarity("set", "transactionID", "{{your order ID}}");
</script>

Examples of Custom Tags:

  • PageType: Enhance content grouping.
  • PurchaseQTY: Track product quantity.
  • CustomerType: Differentiate between first-time and returning customers.
  • AppliesCouponCode: Track coupon usage.
  • SpendCategory: Segment transactions by spending range.
  • ConversionType: Identify specific e-commerce actions.

Utilizing Collected E-commerce Data

  • Create filters using Smart Events and Custom Tags.
  • Save filters as segments for easy reference.
  • Use e-commerce data with Microsoft error tracking to identify JavaScript errors during purchases.

Shopify Integration

For Shopify users, the native integration tracks purchases and provides detailed e-commerce insights, such as Checkout Abandonment reports.

Closing Remarks

Track e-commerce actions and critical checkout errors to understand their impact on revenue and conversions. Manual setup of e-commerce tracking is recommended, as well as over-relying on Auto Events.

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