Codeless conversions
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.
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.
Online store owners
- 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.
- 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.)
Technical limitations
- You cannot track events in heyflow forms.
This limitation is by design. The tool will not interact with elements in a Shadow DOM.
- 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.
- Some
<iframe>
elements may not be detectable, depending on how they were implemented.
Open the codeless conversion tool
-
Open Realize, and select the account (top, left) that you will use to track conversions.
-
In the sidebar (left), select
Tracking
. -
Click on
New Conversion
(top, right). SelectCodeless event tool
and click onContinue
. -
Enter the URL of the page to create conversions.
Tip: Enter the URL exactly as it appears in your ad (including any tracking params). This will mimic real-world conditions.
-
A loading message appears while the tool analyzes your page.
If the loading message does not appear, disable any ad blockers, and reload the page.
If the loading message continues indefinitely, reload the page. -
Once the tool has loaded, the
Conversion Setup
window appears, with a list of page events.Tip:
Use the handlebars
(top, left) to drag and resposition the window.
Or use the minimize icon
(top, right) to collapse it.
-
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:
-
You can now create new events or edit existing ones, as described in the sections that follow.
Create an event
This section describes how to create a click event. Similar steps can be used to create a browse event.
-
Open the codeless conversion tool (as described in the first section).
-
In the
Conversion Setup
window, click onNew event
(bottom, right): -
Select your desired conversion type - e.g.
Button click
- and clickNext
.Button click
- triggered when the user clicks on a given button or link.URL visit
- triggered when the user visits a given URL.This section descibes the flow for a
Button click
. -
Depending on your needs, select
On this page
orAcross your site
.If the same call-to-action appears across multiple pages, choose
Across your site
. Otherwise, chooseOn this page
. -
The tool highlights all clickable elements on the page.
-
Previously tagged elements are marked with a dotted, green line.
Since these have already been tagged, they cannot be tagged again.
-
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:
-
-
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.
-
Once you have completed your selection(s), click on
Finish selection
(at the bottom of the page). -
The
New event
window displays: -
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.
-
Select a
Category
for the event (e.g.,View Content
,Lead
). -
Decide if you want to
Include in total conversions
. -
Review your chosen settings, and click on
Create event
(bottom, right).Optionally repeat the above steps to create as many events, as needed.
-
Click on
Finish Setup
(top, right). -
A
Review Changes
window appears with a list of all recent changes: -
Once you have reviewed the changes, click on
Save & close
to publish your changes and exit the tool.
View, delete or edit an event
-
Open the codeless conversion tool (as described in the first section):
-
To view event details - or delete the event - click on the arrow
to expand.
The following example illustrates the expanded view:
-
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.
- Title - e.g.
-
To delete the event, click on the
Delete
button (bottom, right). -
To edit the event, click on the
Edit
icon(alongside the title).
-
From this point onward, the steps are very similar to creating a new event. For more detail, refer to the previous section.
-
Once you have finished creating, editing, and deleting events, click
Finish setup
. -
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.
Updated about 12 hours ago