SmartTRACK - Set up instructions

SmartTRACK - Set up instructions

SmartTRACK is our auto-configuring tracker add-on for Blackbaud OLX (Online Express) and NXT donation forms. It calls your tracking system (Google Analytics, Bing, Facebook Pixel) with information about the completed transaction so you can then anaylze the user flow, performance, conversion rates etc.

Installation is very simple as long as you are familiar with how to place an OLX or NXT donation form on a page (please refer to Blackbaud Guides for help on this if unsure).

Step 1 - Create your tracking snippet

The first step is to create your tracking snippet. To do this you:
This will give you something like the below snippet which you need to copy for Step 2.

Step 2.1 - Normal use: Install the tracking script on your website

Online Express forms

You just need to paste your tracking snippet after your OLX snippet so you will have something like the below instead of just the normal OLX snippet:
<div id="bbox-root"></div>
<script type="text/javascript">
       window.bboxInit = function () {
           bbox.showForm('XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX');
       };
       (function () {
           var e = document.createElement('script'); e.async = true;
           document.getElementsByTagName('head')[0].appendChild(e);
       } ());
</script><script>var SmartTRACKOLXSettings = {"product":"SmartTRACKOLX","client":"XXXXXXXXX"}</script><!--
(c) 2017 The SmartTHING Limited
File smarttrackolx-display provided under license to XXXXXX@XXXXX.XXX
Last updated 06/19/2017 09:20:11 am
-->

NXT Donation forms

You just need to paste your tracking snippet after your NXT donation form snippet so you will have something like the below instead of just the normal snippet:
<div id="blackbaud-donation-form_XXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX"></div>
<script src="https://sky.blackbaudcdn.net/static/donor-form-loader/1/main.js"></script><script>BBDonorFormLoader.newBlackbaudDonationFormZoned('renxt', 'XXXXXXXXXX', 'XXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX', 'usa')</script><script>var SmartTRACKOLXSettings = {"product":"SmartTRACKOLX","client":"XXXXXXXXX"}</script><!--
(c) 2017 The SmartTHING Limited
File smarttrackolx-display provided under license to XXXXXX@XXXXX.XXX
Last updated 06/19/2017 09:20:11 am
-->
You also need to connect the marketplace SmartTRACK app:
  1. Visit https://app.blackbaud.com/marketplace/applications/13d946c8-e117-4118-9f93-35faeb4e1826?action=getstarted
  2. Click 'Connect app'
  3. Then you need to edit your donation form and add the 'Enable SmartTRACK' add on to the form:

Note: you must be a Raiser's Edge Environment admin to be able to connect apps, if you don't see a connect option please contact your RE admin or IT support team who may be able to do this for you.

Step 2.2: Google Tag Manager deployment

You can add the code tracker to Google Tag Manager which has a few advantages in terms of ease of deployment. To do this the script should be added to Google Tag Manager as you would any other script BUT change the tag firing priority to 99. Once done do check the Web Inspector>Console (In chrome F12 > Console tab) to ensure you see the SmartTRACK notifications the code is initiated and detects your tracking system (Google Analytics etc.). 

Step 3 - Setting up your tracking

Some tracking systems may require additional steps - at present we are aware of only Google Analytics requiring this but will add information as we are made aware of it.

Google Analytics

Please ensure you have enabled e-commerce tracking in Google Analytics. You can follow Google's guide to do this.

Data processing

SmartTHING has no access to the data being collected or tracked and sets no cookies itself.

Results, problems and checking it is working

Please refer to our dedicated guide.
For guidence on GA4 Tracking please refer to our GA4 installation guide.

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