How to Set Up Taboola as a Server Side Destination

Follow the step by step guide to launching your Taboola server-side tracking

Overview

Prerequisites:


Add Taboola as a Server-Side Destination

Locate Taboola Destination:

  • On the homepage of your Elevar Account, locate the "My Tracking" button from the left-hand menu.
  • Once, in "My Tracking" select the "Add Destination" button in the upper right hand corner of the page.
    • A side bar pop-up window will appear, titled "Add Destination".
    • Within this pop-up, use the search function and type "Taboola".
    • Once the Taboola destination appears from the search function, click on it.
      • (See Figure 1)

Step 1 screenshot

Figure 1

Get Started:

  • After locating and clicking on the Taboola destination, you will be taken to overview screen.
  • Click the "Get Started" button in the lower left-hand corner of the Overview box.
    • (See Figure 2)

Step 2 screenshot

Figure 2

Enter Taboola Settings

Taboola Settings:

  • Within the "Taboola Settings" click on the "Save and Continue" box at the bottom of this section.
    • (See Figure 3)

Step 3 screenshot

Figure 3

Select Events:

  • Once you have entered your Taboola Settings, you have to select the Event settings.
  • Either click on the button labeled "Use best practices" or "Customize".
  • Under the "Breakdown" menu, you will need to name each event you are passing to Taboola.
    • These events should match the event name for your event based conversions in Taboola.
      • (See Figure 5)
  • After selecting what events you want to send, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 6)

_Figure 5_

Step 4 screenshot

Figure 6

Consent Mode:

  • After selecting the Events settings, you will be prompted to enable Consent Mode.
  • To enable Consent Mode, click on the "Yes, enable for this destination" button. If you do not want to enable Consent Mode, click on the "No" button.
    • If consent is required, select what categories you’d like the shopper to agree to before tracking fires. [Learn More]
  • Once you have all of selected all of the information for enabling Consent Mode, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 7)

Step 5 screenshot

Figure 7

Select Transaction Identifier:

  • After selecting details for Consent Mode, you need to choose a Transaction Identifier.
    • Click on either the "Order ID", "Order Number", or "Order Name" button. Typically, "Order ID" is the most commonly used transaction identifier for Taboola integrations.
  • After selecting the Transaction Identifier, click on the "Save and Continue" button at the bottom of this section
    • (See Figure 8)

Step 6 screenshot

Figure 8

Filter Transactions:

  • After selecting details for the Transaction Identifier, you need to choose whether or not to filter transactions.
  • Currently, our recommended practices suggests clicking the button labeled, "Yes, Block some transactions", and blocking exchange and historical import orders.
  • Once you have all of selected all of the information for Filtered Transactions, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 9)

Step 7 screenshot

Figure 9

Subscriptions:

  • If you sell subscriptions, select whether you are using the unified Shopify checkout, or using a separate checkout. Then, navigate to the section titled, "Would you like to send recurring transactions?" select the button labeled "No, block" or "Yes, send".
  • If you do not sell subscriptions, select the button labeled "No".
  • Once you have all of selected all of the information for Subscriptions, click on the "Save and Continue" button at the bottom of this section.
    • (See Figure 10)

Step 8 screenshot

Figure 10

Go Live:

  • After completing all of the previous Taboola Setup Steps, an Overview page will appear.
  • If all of the details within the Configuration Summary look correct, then click on the button labeled "Go Live" at the bottom of this section.
  • A pop-up window will appear, asking for a confirmation of your changes.
  • Click on the button labeled "Yes, Go Live".
    • (See Figure 11)

Step 9 screenshot

Figure 11

Remove Previous Tracking:

Remove any previous tracking you've had hardcoded in your theme or tags in Google Tag Manager(GTM).

QA Tracking:

Review that the new Elevar Events are passing the data that you need. If all looks good update your campaigns to use the event based conversions.