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:
- If you haven't installed our Shopify Source in your Elevar App. Follow our guide on how to implement the Shopify Source.
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)
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)
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)
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)
- These events should match the event name for your event based conversions in Taboola.
- 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_
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)
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)
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.
- Thinking you may need to block additional orders? Learn how to block these orders in this guide.
- Not sure if you need to block orders? Look at what Sales Channels you have in Shopify!
- 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)
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)
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)
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.
Updated 16 days ago