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

🚧

Enabling Consent Mode:

By enabling consent mode, your marketing data processing will depend on:

  • Your consent platform configuration
  • How your visitors interact with the cookie banner
  • What geolocation they visit the store from

That's why you may see a decrease in data across your marketing platforms and lower marketing campaign performance.

For EU Stores: If you are making your tracking setup consent compliant for the first time, you may see a 10-80% decrease in data across all of your marketing destinations.

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 subscription products, navigate to the section of the page titled "Do you sell subscription products?" and select the "Yes, using unified Shopify checkout" button. Then, navigate to the section titled, "Would you like to send recurring transactions?" select either 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 17 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:

To avoid duplicate events sent to your destination, we recommend removing your previous tracking.

Follow this guide to learn how to remove previous tracking.

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.