Overview

The codeless conversion tool allows you to create and manage conversions in Realize without the need to touch code or configure a tag manager.

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Before you start

Before you begin, make sure that the Taboola base pixel is installed on your page.

WordPress site owners can use our WordPress plugin to install the base pixel.

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Online store owners

1. Shopify store owners should use our Shopify app to track standard events.

   You can still use the codeless tool for custom pages or events on your Shopify site.

2. Use the codeless tool for other stores. However, do not use it to track purchase events.

   (The codeless tool is unable to track server-side validations that may cause the purchase to fail.)

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Technical limitations

1. You cannot track events in heyflow forms.

   This limitation is by design. The tool will not interact with elements in a Shadow DOM.

2. When tracking form submissions, the tool presumes client-side validations. Server-side validations may result in inaccurate tracking.

   Tag management tools such as Google Tag Manager have the same limitation.

3. Some <iframe> elements may not be detectable, depending on how they were implemented.

Open the codeless conversion tool

1. Open Realize, and select the account (top, left) that you will use to track conversions.

2. In the sidebar (left), select Tracking.

3. Click on New Conversion (top, right). Select Codeless event tool and click on Continue.

4. Enter the URL of the page to create conversions.

   The page entered must contain a base pixel for your account.

5. If the tool fails to detect your base pixel, a warning message appears.

   Make sure that your base pixel is installed. If it is present, and the warning persists, click on Continue anyway.

6. The tool opens the URL provided (in a new tab) and displays a loading message while it analyzes the page.

   If the loading message does not appear, disable any ad blockers, and reload the page.
   (If the message still does not appear, check that the base pixel is installed.)
   Else - if the loading message continues indefinitely, reload the page.

   

7. When the loading completes, the Conversion Setup window appears, with a list of page events.

   Use the handlebars (top, left) to drag and resposition the window.

   Or use the minimize icon (top, right) to collapse it.

1. Elements on the site that have been tagged with events are marked with a dotted green line.

   In the example below, 4 elements have been tagged with events:

   

2. You can now create new events or edit existing ones, as described in the sections that follow.

Create an event

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This section describes how to create a click event. Similar steps can be used to create a browse event.

1. Open the codeless conversion tool (as described in the first section).

2. In the Conversion Setup window, click on New event (bottom, right):

   

3. Select your desired conversion type - e.g. Button click - and click Next.

   Button click - triggered when the user clicks on a given button or link.

   URL visit - triggered when the user visits a given URL.

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   This section descibes the flow for a Button click.

4. Depending on your needs, select On this page or Across your site.

   If the same call-to-action appears across multiple pages, choose Across your site. Otherwise, choose On this page.

5. The tool highlights all clickable elements on the page.

   1. Previously tagged elements are marked with a dotted, green line.

      Since these have already been tagged, they cannot be tagged again.

   2. Elements available to be tagged are marked with a solid blue line.

      In the following example, the Our Vision card, and the rocket logo are available to be tagged:

      

6. Click on an element (marked in blue) to select it.

   You can continue selecting additional elements for this conversion - e.g. if the same conversion can be triggered from multiple elements on the page.

7. Once you have completed your selection(s), click on Finish selection (at the bottom of the page).

8. The New event window displays:

   

9. Enter a Conversion name.

   This is a descriptive name for your convenience.

   The conversion name that appears in Realize will be based on this field.

10. Select a Category for the event (e.g., View Content, Lead).

11. Decide if you want to Include in total conversions.

12. Review your chosen settings, and click on Create event (bottom, right).

    Optionally repeat the above steps to create as many events, as needed.

13. Click on Finish Setup (top, right).

14. A Review Changes window appears with a list of all recent changes:

    

15. Once you have reviewed the changes, click on Save & close to publish your changes and exit the tool.

View, delete or edit an event

1. Open the codeless conversion tool (as described in the first section):

   

2. To view event details - or delete the event - click on the arrow to expand.

   The following example illustrates the expanded view:

   

3. Note the following event details:

   • Title - e.g. View Content - indicates the event category.
   • Subtitle - e.g. Button click - our vision explore our mis...
     • Button click - describes the event type.
     • our vision explore our mis.. - shows the text that appears on the element.
   • Trigger rule - a human-readable description of the trigger rule.
   • Conversion name - e.g. our_vision_(Codeless) - the conversion name that appears in Realize.

4. To delete the event, click on the Delete button (bottom, right).

5. To edit the event, click on the Edit icon (alongside the title).

6. From this point onward, the steps are very similar to creating a new event. For more detail, refer to the previous section.

7. Once you have finished creating, editing, and deleting events, click Finish setup.

8. Finally, click Save and close to apply the changes and exit the tool.

What's next?

Well done - you have successfully created codeless conversions!

Next, it's time to test that your conversions are working smoothly.