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The following steps can be used for new or old Taboola accounts.

Setup

1. Log into Realize.

2. In a new browser tab, log into your Shopify dashboard.

3. Access the Taboola Pixel app in the Shopify marketplace.

4. If you have not already done, so install the app:

   

5. Open the app and click on Get Started:

6. If prompted, log with your Realize user account.

   (If the login pop-up does not appear, disable any ad blockers, and reload the page.)

7. A Connect Shopify App popup appears. Click on Next:

8. Select the Realize account that will use to track conversions and click on Connect:

   Tip: to select a different account, begin typing the account name.

9. In the Taboola Pixel app, review your account selection and click on Install:

10. If you have a Post-Purchase Upsell App, you can set up an event for it now:

    A post-purchase upsell app allows you to offer additional products just after a purchase, without the need to re-enter payment details or shipping information.

10. To skip this step, select No / I'm not sure, and click on Done (bottom, right).

11. To proceed with step, select Yes, and follow the instructions shown:

    
    1. Click on Copy Script (top, right) to copy a prefilled code snippet.
    2. Click on Go to settings (bottom).
    3. In your Shopify dashboard:
       1. Under Settings > Checkout, scroll down to the Post-purchase page section.
       2. Paste the snippet under Additional scripts, and click Save (top of page).
    4. Return to the Taboola Pixel app and click on Done (bottom, right).

12. Once you have installed the pixel:

    1. Click on the Installed Conversions dropdown to review the newly created conversions.

       Taboola will receive Upsell Purchase conversions once you have installed a Post-Purchase Upsell App and set up an event (see above). All other conversions are effective immediately.

    2. Click on the Testing Tool link (bottom) to test your new integration in Realize.

       

What's next?

Well done - you have completed the basic setup for conversion tracking in Shopify.

Next, make sure to look at the specific cases below.

1. Review your privacy and cookie banner settings.

2. If you have not already done so, set up an event for your Post-Purchase Upsell App:

   A post-purchase upsell app allows you to offer additional products just after a purchase, without the need to re-enter payment details or shipping information.

   1. Log into your Shopify dashboard.

   2. Under Apps (bottom, left), open Taboola Pixel.

   3. Expand the Post-Purchase Upsell Code Snippet section and follow the instructions provided:

      For more detail, see the installation instructions above.

      

3. If your upsell app bypasses Shopify’s checkout process, see: Third-party apps that bypass Shopify checkout

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   IMPORTANT

   Failure to cater for the above cases can cause conversions to be missed by Taboola, resulting in incorrect measurement and degraded campaign performance.

4. Finally, verify that events are being received in Realize, for all relevant funnels.