Integrating Yieldify’s technology is as simple as integrating with any other CMS – to get started, you’ll need admin rights to your Shopify account and an understanding of how the platform works.

Setting up the Integration

Head to your site administration panel and open the Themes tab (listed under the store sales channel on the left hand side). Once there, you’ll need to click the Actions dropdown and select Edit Code.

Once in the code editor, you’ll want to edit the file under the Layout section called theme.liquid. Shopify describes this as the master template – it allows you to make changes to all of your site’s pages with one update.

Finding the Right File

Once in the code editor, you’ll want to edit the file under the Layout section called theme.liquid. Shopify describes this as the master template – it allows you to make changes to all of your site’s pages with one update.

Important Note – If you’re a Shopify Plus customer, you’ll also need to edit the checkout.liquid file. This is the same principle as the theme.liquid file but is applicable to the checkout portion of your site. Any other Shopify users not on Plus (e.g. Advanced Shopify, Basic Shopify, Shopify Lite, etc.) will not have access to these pages.

Making the Changes

At this point, you’ll want to copy the Yieldify javascript snippet. You can find this from within the settings page of the Yieldify platform.

Making sure that you copy both the opening and closing <script> tags, paste the tag somewhere between the opening and closing <head> tags on the theme.liquid file.

Important Note – Make sure you repeat this process on the checkout.liquid file if you’re a Shopify Plus customer.

Setting up the Checkout

The final change you’ll need to make is via the settings tab, accessible from the bottom left. You’ll then need to navigate to Checkout and scroll down until you see a subsection called Order Processing.

Within this section, you’ll also need to paste your tag into the Additional Scripts section. This allows us to properly map and track sales transactions. Once this is saved you're done!

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