How to Add An Order Tracking Page to Your Shopify Store with TrackMage

Helping customers track their orders isn’t just a nice-to-have feature — it’s essential to providing good customer service. But tracking pages aren’t part of your standard Shopify subscription. So, what’s the most effective way to help your customers track their packages?

While some online stores simply provide tracking information and send the customer to the shipping carrier’s website, this isn’t ideal. Instead, it’s important to provide your customers with a seamless experience from the moment of purchase to the final review.

This means creating a user interface customized to fit your brand and customers’ needs. With TrackMage, you can do just that. Adding TrackMage to your Shopify store can create customized tracking pages, send email notifications, request reviews, and much more.

In this guide, we’ll walk through the process of adding tracking pages to your Shopify store in 9 simple steps. Let’s get started!

Step 1: Create a TrackMage Account & Enter Your Custom Domain

To start the process, go to TrackMage.com. You can begin using TrackMage with a free trial or review the different packages available to see which one works best for your needs. Whichever one you choose, you will need to create a subdomain for your default tracking page.

Keep in mind that this is just the default tracking page. You can set up a custom domain and create multiple tracking pages for different use cases.

Once you create the subdomain for your default tracking page, you’ll be directed to the TrackMage dashboard featuring a Quick Start menu. If you have a Woocommerce store, a video is available on the page to help you with the setup.

The Quick Start menu will help you navigate through all of the following steps to set up your first tracking page.

Step 2: Connect Your Store with Shopify Integration

Click on Connect Your Store or a Funnel from the Quick Start menu. This will take you to a page with multiple integration options.

Next, add the correct integration for your store. If you’re using a Shopify store, click the Shopify option to install it.

Under Add Integration, click Install. This should open a new tab in your browser that allows you to install the app directly to your Shopify store. If you aren’t already logged in to your Shopify account, you’ll need to do that to complete the installation.

Alternatively, you can integrate the TrackMage app directly from the Shopify app store. Go to the app store and search for TrackMage.

Click Install App, and you’re ready for the next step.

Step 3: Connect Your Store With a Team & Workspace

After you complete the integration between TrackMage and Shopify, you will be prompted to connect your Shopify store to a specific TrackMage account and workspace. Workspaces allow you to support, manage, and provide tracking services for multiple stores and warehouses from the same TrackMage account.

You can create a new Workspace from here if the correct option doesn’t appear in the dropdown menu.

Later, you can also set specific editing permissions for different team members and workspaces. Click Next to continue.

Step 4: Configure Your Order Shipments Import Settings

Once you’ve set it up, the TrackMage integration syncs with all future order updates from your Shopify store. Your Shopify store will automatically sync all shipments to your TrackMage account. All new order fulfillments in Shopify will be added as new shipments in TrackMage. If you delete an order in Shopify, the order will also be deleted in TrackMage.

To import past orders shipment data from Shopify, you should change the Created At and/or Fulfilled at start date to your preference on the Shopify integration settings. In addition, you can import backdated orders from a third-party platform like Zapier or Integrately.

To import your orders from your Shopify store, select Configure your Orders and Shipment Import from the Quickstart menu.

Next, you’ll want to configure your shipment/order management settings. Click on Configure your Orders and Shipments Import.

On the Shipments page, you will see a pop-up menu with two options:

• New Parcel allows you to create shipments on an individual basis manually. This may work for you if you have a low volume of orders.

• File Upload allows you to import your shipments automatically with a CSV file. This is a much more efficient option if you already manage your shipments using a separate spreadsheet.

If you don’t have any existing shipments, click Get Sample File to test how Trackmange handles package information. If you’re using the File Upload option, you can drag and drop the CSV file into the box or select it manually from your file library by clicking the page icon. Once you select a file, click Import to complete the process.

If you decide to manage your shipments via a third-party logistics service, you can still have your shipments synced to your TrackMage account via a Google sheet using Zapier. Otherwise, if the third-party logistics service features a direct Zapier integration, you can link it to your TrackMage account.

You can manage your order and shipment information from the shipments dashboard in a table view. You can easily add shipments, update the status, and filter for specific criteria. By clicking Settings in the top right corner, you can customize your view to only include the most relevant information for your store.

You can export this data to a spreadsheet for further analysis or to retain a backup copy at any time.

Step 5: Customize Your Tracking Pages

Click the TrackMage icon to return to the dashboard. From here, it’s time to start making tracking pages that are unique to your Shopify store. Click Customize your Tracking Page(s), and you will be redirected to Tracking Pages.

Here, you can add and manage all the different tracking pages you’ve created. For all existing tracking pages, you can edit, clone, preview, or get links for each section. You can also use the visual builder to customize nearly every aspect of your page to your liking.

If you haven’t already added a tracking page, click Add Tracking Page in the top right corner to start customizing.

For a new tracking page, you’ll want to go through each tab on this page and customize them accordingly. Under the General tab, you can give your tracking page a name and enable customer reviews for that version.

Under the Domain tab, you can edit the domain for your custom tracking page.

Under the Theme tab, you can select a preset theme for your tracking page to get a jump start on the visual design. For this example, we’ll use a vintage theme. When you select a theme, click save to lock it in. You can then customize the page further by clicking the Visual Builder button. It’s typically best to pick a theme that closely matches your brand’s visual identity.

With the visual builder, you can customize virtually every part of your tracking page to fit your brand. This includes order search pages, tracking information pages, and customer review portals. Click on any element on the page to customize its style using the right sidebar.

Here are some notable elements you’ll want to consider:

1. Customize all buttons

2. Add accurate product images

3. Add your logo

4. Add social icons and links

5. Selecting a language to display for the page

6. Customize the order search page (second image)

7. Customize the review page

8. Customize your layout for mobile devices

There are a lot of customization options with the visual builder, so take your time to make your page look the way you want. When you’re done designing, click Save.

Step 6: Copy Your Tracking Page Link

When you’re done customizing your tracking pages, click the tab that reads Add Order Lookup Page to Your Website. From there, all you need to do is copy the link.                                                                                                                                   

You can also use the embeddable widgets feature for certain enterprise use cases to build an even more customized page. You can find the different embed code options under the Tracking Widgets tab.

Step 7: Set Up Email Notifications

Next, you’ll want to set up email notifications for your tracking page. Email is a great way to keep your customers updated about the status of their packages throughout the order process. With TrackMage, you can automate message sequences and edit them to meet your customers’ needs.

Go back to your dashboard or the Quick Start menu by clicking the TrackMage icon. Click Set up your Email Notifications to start.

Once you open the Emails page, you’ll be prompted to set up your Simple Mail Transfer Protocol (SMTP). This is the application that allows you to send and receive emails. You can usually find your SMTP information in the settings of whatever email client you use for your business (Gmail, Yahoo, Outlook, etc.).

After setting up your SMTP, you can customize your messaging sequence. Most of the time, you will want to send at least one message for each of the following stages of the order process:

• When the package is ready to ship

• When you add tracking information to the shipment

• When the package ships

• When the package is delivered or ready to be picked up by the customer

• When the package may be lost in transit

• When it’s time to leave a review

You can enable any of the preset messages by using the toggle buttons on each line. Otherwise, you can add more messages to your sequence by clicking the Add Email button in the top right corner.

If you click the Edit email notification icon for any message, you can customize which tracking page the message links to, loop in other email addresses, and customize the entire message and subject line to your liking.

With TrackMage, you can also ask customers to leave a review via email. You’ll want to make sure the messages are arranged in the proper sequence to ensure you only collect reviews after a customer has received the package.

This is also a great opportunity for upsells. You can set up your notifications to automatically offer existing customers more products via a custom message sent after a review.

By clicking Email Settings, you can upload a file of your company logo and a custom signature to all messages.

Step 8: Add Your Tracking Page to Your Shopify Store

Now that your tracking pages are set up and customized on TrackMage, head to Shopify and add the newly customized page to your store. To do this, be sure to log in to your Shopify account and go to the store you want to work with. There are multiple ways you can do this:

Method 1: Use a Page Link

For a simpler method, you can allow TrackMage to host your tracking page for you on a subdomain and simply link that page to your Shopify store. To start, go to your Shopify store and click Themes under Online Store on the left. Find your current theme and click the Customize button.

You will be redirected to a fully customizable home page for your store. You can add the TrackMage order search page to any element you choose. Since it probably isn’t the first thing your customers care about when visiting your site, you may want to put it near the bottom.

Click on the element you want to use as a link and customize the heading, subtext, link label, and image as you see fit. Using the order lookup page link, you copied from Step 6, paste the link in the Link field on the left. Confirm the link by clicking the suggested option above the Link field.

When you’re done, click Save in the top right corner of the page.

You may also want to link your tracking/order lookup page to other pages on your Shopify store (such as your order success page). If so, go to that page of your store and follow the same process for any other element you want to use as a link.

Method 2: Use an iFrame to Create a Custom Page

You will first want to connect a custom domain to embed an iframe in a standalone tracking page. Under your tracking page, go to the Domain tab and click Add Custom Domain.

When the pop-up appears, type in your full custom domain and click Verify. The system will check to see if the domain is properly connected and secure. For full instructions, read our documentation on setting up a custom domain.

Once you verify your custom domain, go to the Tracking Widgets tab to obtain your iframe. For this method, all you need to do at first is copy the Full Tracking Page embeddable code and any other widgets you want to use.

Then, go to your Shopify store. Under Online Store on the left, click Pages.

This should take you to a list of all the other pages you’ve created for your Shopify store. If you haven’t already created a tracking page, click Add page in the top right corner. If you have already added a page for tracking, click on that page to open its settings.

If you created a new page, you’d need to name it. You can call it Tracking, Order Tracking, Shipment Tracking, or whatever works best for you. You can then add written content about this page’s purpose. For this, you might describe what the page is for (e.g., This page allows you to track your packages.).

After completing this, click the HTML button to open the code editor for this page.

Copy and paste the full tracking page embed code directly into the HTML code field. You can edit the code before saving it (e.g., changing the styles, sizing, etc.). But if you don’t have experience with CSS or HTML, be careful. A mistake could cause your iframe to show up incorrectly.

When you are done adding the embed code, click Save. You can find this button at the top of the page in the Unsaved Changes banner or at the bottom of the page underneath the content field.

Once you create a specific tracking page on your Shopify store, you’ll need to ensure customers can access it.

To create a link to your new tracking page, click on Themes under Online Store. Then, find your current shop theme and click the green “Customize” button.

From here, you can add the TrackMage order search page to any element you choose. You’ll most likely want to put it near the bottom or in the footer. Once you select the element, you want to use, click on the Link field on the left and select Pages from the suggested options.

After that, the second set of suggestions should pop up with the names of your existing Shopify pages. Click on the name of the tracking page you just created. Then, click Save in the top right corner of the page.

Step 9: View Your Tracking Page

You want to ensure your tracking page link looks right and works properly. Go to your Shopify store or click the View your online store icon next to Online Store.

Scroll down to find the link you just created in Step 8, and click the button.

Voila! You’ve now added your first tracking page to your Shopify store. When you view the initial search page, it should have your logo in the corner and a tracking number/order number search portal in the middle of the page. You can continue to tweak your tracking pages until the design looks right. Otherwise, your customers are ready to start tracking their packages on your website!

Upgrade Your Store with TrackMage

Helping your customers track their packages is all part of an effective customer service and retention strategy. By creating a custom tracking page and email sequence, you can provide your customers with a convenient experience that keeps them engaged for the entire order fulfillment process.

You also don’t want your customers to get frustrated with delayed shipments and start bad-mouthing your company on social media. Instead, you want to intercept their expectations with email reminders to confirm that you haven’t forgotten about them. This allows for secure product/service reviews at the appropriate time.

With TrackMage, we empower your store to do all of that and much more. By following this ten-step process, you’ll be able to integrate TrackMage with your Shopify store with little difficulty. Otherwise, if you have any trouble, we’re available to support you whenever you contact our support team at support@TrackMage.com.

Start providing your customers with great service on autopilot. Create your first Shopify tracking page with a free trial of TrackMage today.