Source/Medium customization

Littledata's new feature allows users to further enhance their tracking with the Source/Medium customization. These settings allow you to personalize how orders get attributed in Google Analytics, based on a set of rules.

With data control and granularity in mind, we created the Source / Medium customization feature that allows you to define what source, medium, or campaign name is appended to your orders. You can create custom rules based on:

• Order Sales Channel (Channel Code)
• Order Payment Gateway
• Order Tags

note

If Source / medium customization is set up, it will always overwrite the attribution boost.

Sales Channel (Channel Code)

If you want to add a custom source/medium rule for a given sales channel/app, Littledata provides an extensive list of the most popular sales channels. You can also add your own by clicking Add Custom Value if you can't find the desired channel in the list.

For example, if you're running Recharge to manage recurring orders, you can select the Recharge app name and set the source/medium to recharge / recurring. This allows you to accurately track recurring purchases and analyse them separately in your reports.

Below is a list of the most popular sales channels and Littledata's recommendations for a custom source/medium:

Sales Channel / App	Source (custom)	Medium (custom)
Shopify Draft	shopify	draft
Recharge Subscriptions	recharge	recurring (or) subscriptions
Loop Returns and Exchanges	loop	returns
Tapcart	tapcart	app
Zapier	zapier	workflow
Refersion Affiliate marketing	refersion	affiliates
Appstle Subscriptions	appstle	recurring
Facebook & Instagram	facebook	app
Google Shopping	google_shopping	app
Shop App	shopify	shop_app
TikTok	tiktok	app
Gorgias	gorgias	app
Matrixify	matrixify	import (or) app
Skio Subscriptions	skio	recurring (or) subscriptions
Loop Subscriptions	loop	recurring (or) subscriptions
Ordergroove Subscriptions	ordergroove	recurring (or) subscriptions
Bold Subscriptions	bold	recurring (or) subscriptions
Yotpo Subscriptions	yotpo	recurring (or) subscriptions
Smartrr	smartrr	recurring (or) subscriptions
Seal Subscriptions	seal	recurring (or) subscriptions
Releasit COD Form & Upsells	releasit	app (or) form/upsell
SB Simple Bundles & Kits	simple	app_bundle

note

Some of these sources might still fall under the Unassigned default channel. However, adding custom sources for these channels will allow you to have visibility on Source/Medium data that would have otherwise been (not set).

Order Tag

If you want to customize source/medium based on a specific order tag, you can select Order Tag as your criteria.

For example, if you have a custom tag appended to your orders, you can group those orders under a single source/medium in Google Analytics by selecting Order Tag and adding your custom value.

Payment Gateway

Littledata offers a few standard options for Payment Gateway: stripe, paypal and klarna. If none of these is your prefered gateway, you can add a new one by clicking add payment gateway.

To find your preferred payment gateway name, navigate to your Shopify admin. Go to Orders -> click on an order that was made via your preferred gateway -> at the end of the URL, add .json . Your URL should look similar to this:

Then scroll down (or use the find tool from your browser) to search for the gateway. Copy the value from payment_gateway_names and paste it in the Value for payment gateway field in the Littledata app .

How to Use Source / Medium customisation

This section allows you to add multiple rules for tracking, based on 3 different criteria: Order tag, Payment gateway, and Channel code. At the bottom of the page, you will see an Add new rule button, that will start this process. You can add as many rules as you want.

After clicking Add new rule, you will see a customizable tab, where you can set up your tracking rules.

For this example, we'll select payment gateway.

note

If you wish to add custom channels, tags or gateways, there will be instructions provided on how to do it once you click Add Custom Value

After selecting the desired gateway, fill the attribution (source/medium) fields, and hit SAVE.

note

For this to work, you will need to fill at least 1 field.