Set up the ExpertVoice Order Reporter for Adobe Commerce (Magento 2)

Introduction

The ExpertVoice Order Reporter for Adobe Commerce (Magento 2) ensures accurate tracking and reporting of purchases made by experts on ExpertVoice. This app enables billing accuracy and provides insights into product-level data, helping brands understand what experts are purchasing. Note: No personally identifiable information (PII) is collected. ExpertVoice only stores order data linked to discount codes/promotions assigned to experts.

Features

• Reports to ExpertVoice products that are purchased
• Automatically includes customer group information for better reporting segmentation
• Works with both coupon codes and customer groups for comprehensive tracking
• Configurable coupon code prefix filtering for focused reporting
• Secure data handling with no PII transmitted

Compatibility

This extension is compatible with the following:

• Magento Open Source 2.3.0+
• Adobe Commerce (On-Premises) 2.3.0+
• Adobe Commerce Cloud 2.3.0+
• All 2.4.x Magento versions (2.4.0 through 2.4.8+)
• PHP Versions: 7.4+

Prerequisites:

• A working Magento 2 installation
• SSH access to your Magento server
• ExpertVoice Reporting ID (provided by your ExpertVoice account manager)

Installation

You can install the ExpertVoice Order Reporter for Magento 2 using the Zip Folder Method

Zip Folder Installation

1. Download the zip package provided by ExpertVoice.
   1. ExpertVoice_Magento_OrderReporter.zip
2. Extract the contents to your Magento installation’s /src/app/code directory.
3. Run the following Magento setup commands in order:
   • Enable the module:

     php bin/magento module:enable ExpertVoice

     • Note: You may see the error Unknown module(s): 'ExpertVoice'. This does not affect the installation; proceed to the next step.
   • Upgrade the Magento database:

     php bin/magento setup:upgrade

   • The module ExpertVoice_OrderReporter should now appear in the terminal.
   • Compile dependency injection:

     php bin/magento setup:di:compile

   • Clear the cache

     php bin/magento cache:clean

Configuration

1. Log in to your Magento Admin Dashboard.
2. Navigate to Stores > Configuration > ExpertVoice Order Reporter.
3. Configure the following:
   • Reporting ID: Enter the Reporting ID provided by ExpertVoice (e.g., exp-123-456789 -- This ID is used to authenticate your store with ExpertVoice's reporting system.)
   • Coupon Prefixes: Add any discount code prefixes to filter the order data sent to ExpertVoice. Separate multiple prefixes with commas. (These prefixes apply to both discount codes AND customer group codes)
4. Save the changes.

Testing

1. Once installed, email your Customer Success partner with confirmation.
2. Place a test order using a discount code, customer group, or source code linked to ExpertVoice.
3. Confirm that the order data has been received by ExpertVoice.

Need Help?

For any questions or support during the installation, reach out to your Customer Success Partner or contact ExpertVoice Support.