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Rokt Ecommerce

Rokt Ecommerce is a plug-and-play solution that applies Rokt’s proprietary technology to the Shopify checkout. It enables you to serve relevant offers from Rokt’s closed ecosystem of well-known advertisers to your customers after they’ve made a purchase. Every time a customer opts in to an offer, you get paid.

Coming soon: In addition to earning additional revenue by showing offers from Rokt's network of high-quality advertisers on your confirmation page, you will also be able to increase your average order value by showing post-purchase upsell offers.

Quick start guide

In this guide, you will be taken through the following steps to get started with Rokt Ecommerce:

  1. Installing the application.
  2. Enabling and testing your confirmation page placement.
  3. Enabling and testing your upsell page placement.

Installing the application

To install the Rokt Ecommerce application, follow these steps:

  1. Log in to your Shopify account.
  2. On the Shopify App Store, search for the Rokt Ecommerce app listing.
  3. Click Add app. This will open a confirmation page.
  4. On the confirmation page, you can review the access that Rokt Ecommerce application requires in order to operate on your store. Once you have reviewed these, click Install app. This will begin the installation sequence.

T&Cs and privacy policy

Once installed, review and accept the Terms and Conditions and Privacy Policy and click Continue. The application will finalize your account setup and then begin the onboarding flow.

Onboarding flow

Once your account setup is finalized, you will be prompted to proceed through the following sections of the onboarding process:

  1. Welcome page
  2. How it works
  3. Tell us about your industry - Select your industry verticals and product category from the available dropdown list. This information helps ensure that the offers shown are relevant and that your competitors are not displayed.
  4. How to get started - Click Go to placement settings and follow the instructions in Enabling the confirmation page placement.

Enabling and testing the confirmation page placement

Enabling the confirmation page placement

In order to generate additional revenue from Rokt offers on your confirmation page, you must first enable the confirmation page placement. To do so:

  1. Navigate to the Placements tab.
  2. Select the Confirmation page view.
  3. Click Enable Placement.

Enabling the confirmation page placement

If you have not already provided your PayPal account, a payment information page will appear where you can enter your Paypal email address to receive payouts from Rokt. If you do not have a PayPal account, you can still enter the email address that you wish to receive payments through, and PayPal will help you create an account once your first payment has been processed. Learn more about payouts here.

Testing the confirmation page placement

A preview of what the confirmation page placement looks like on your confirmation page is shown on the same page where the placement was enabled. To view the placement on your actual confirmation page and see what customers see, follow the below steps:

  1. Make sure the confirmation page placement is enabled (see steps above).
  2. Wait 10 minutes after enabling the placement before conducting a test purchase.
  3. Make a test purchase on your store using:
    • A shipping address from one of Rokt's supported regions (i.e. United States). Learn more about the regions that Rokt supports here.
    • Test payment details to ensure you are not charged for the purchase. Learn more about the Shopify Payment Test Mode.
  4. Complete the purchase and view the confirmation page. The Rokt placement should appear after a few seconds.
Notes
  • If your placement does not appear, refer to the FAQ for why this might be.
  • If you would like to change the look and feel of your Rokt placement, learn how to customize the placement design here.
  • If you would like to control what type of offers are eligible to be displayed inside the Rokt placement, learn about Rokt’s offer control options here.

Enabling and testing the upsell page placement

Enabling the upsell page placement

In order to increase your average order value by showing upsell offers, you must first enable the upsell page placement. To do so:

  1. Navigate to the Placements tab.
  2. Select the Upsell page view.
  3. Click Enable Placement.

Enabling the upsell page placement

Creating your first upsell campaign

Once the upsell page placement is active, you need to create an upsell campaign to ensure that there are eligible products to appear within your placement. To do so:

  1. Navigate to the Upsell tab.
  2. Click Get Started to begin creating your first campaign.

Creating your first upsell campaign

To create your upsell campaign, follow the steps below:

  1. Click Add a collection to select the collection that you wish to sell. Rokt's machine learning algorithms will ensure the most relevant product from your chosen collection is presented to each individual customer.
  2. Click Save to save the campaign as a draft.
  3. Click Activate to set the campaign live. This will now begin being displayed to your customers as they checkout on your store.

Adding collection

It is also possible to:
  1. Rename your campaign by clicking the pencil icon next to the default name.
  2. Add eligibility rules to restrict who this campaign is allowed to be displayed to.
  3. Configure additional discounts and shipping fees for the upsell campaign.

Testing the upsell page placement

A preview of what the upsell placement looks like is visible on the Placements tab. You can also view what the upsell placement will look like for a specific product by clicking the eye icon next to a product when viewing/editing an upsell campaign. To view the upsell placement on your actual checkout and see what customers see, follow the below steps:

  1. Make sure the upsell page placement is enabled (see steps above).
  2. Make sure you have at least one live and eligible upsell campaign (see steps above).
  3. Wait 10 minutes after enabling the placement and creating your campaign before conducting a test purchase.
  4. Make a test purchase on your store using test payment details to ensure you are not charged for the purchase. Learn more about the Shopify Payment Test Mode here.
  5. After you click Pay now but before you land on the confirmation page, you should see a post-purchase extension page with your Rokt upsell placement and campaign.
Notes
  • If your placement does not appear, refer to the FAQ for why this might be.
  • If you would like to change the look and feel of your Rokt placement, learn how to customize the placement design here.