Ready-to-use GTM setup: server-side tracking for Shopify

1. To configure a web container in GTM, you first need a Google Tag Manager account. If you don’t have one:

1) Go to https://tagmanager.google.com/

2) Click Accounts.

3) Click Create account (if you already have a GTM account, simply click Create container under the Container column and move to step 2).

4) Give your account a name.

2. Under Container setup, give your web container a name → under Target platform, click the Web option → click Create.

3. You’ll be given the information to install Google Tag Manager on your Shopify.

Please save this information to add it later to your Stape Server GTM app.

1. Go to https://tagmanager.google.com/ → click Admin → under the container column, click +.

2. Give your container a name → under Target platform, select Server → click Create.

3. On the Install Google Tag Manager pop-up, select the option Manually provision tagging server and copy the provided Container Config.

You’ll need this Container Config to further configure an sGTM container in Stape. 

1. Sign up at stape.io and click the Create container button.

2. Enter the following container information:

Then click Create Container.

3. Find your container on the Stape Dashboard page. Once its status changes to Running, your Stape sGTM container has been successfully deployed.

1. Open your sGTM container on Stape, scroll down to Domains and click Add custom domain. 

2. Input a custom domain.

3. Choose if you want to use CDN for the custom domain, there are three options:

By default, subdomain verification is performed by CNAME records, but if you want to verify your subdomain by A and AAAA records, select Advanced settings when adding the custom domain and tick the "Use A records instead of CNAME record" checkbox.

The DNS records you should configure vary depending on the server location and your selected CDN settings. You will see DNS records that you should add inside your stape.io container. 

4. Log in to your DNS account and add the records you see in your stape.io account. Below is an example of the DNS setup for CloudFlare (check this blog post to see configuration details for other DNS providers). Open the DNS setting of the required domain and click Add record.

Then, enter the records you see in your stape.io account. Ensure that the proxy is turned off. 

Usually, it takes 2-3 hours to verify the custom domain. For some DNS providers, verifying records might take up to 72 hours. We will email you once the custom domain is verified or any error is detected. If there is an error with the verification, please follow this instruction on how to verify custom domain verification.

2. In the Generate tab are all the settings related to installing the GTM snippet on all pages of your Shopify shop.

Here you need to specify your GTM WEB container ID.

It is extremely important to use your own subdomain for first party cookies to work correctly and for tracking to work in general. If you do not already have a subdomain added to your sGTM container, you can use this guide to add it.

An optional parameter, but its use is highly recommended to increase protection against ad blockers. Specify here your Stape container identifier. Follow this guide to find Stape container identifier.

You can learn more about Cookie Keeper power-up on this page. This allows you to minimize the impact of the latest ITP restrictions. Before activating this feature, make sure you have it enabled in Stape, in your container.

Here you can take the GTM snippet to install it on pages that are outside of your Shopify theme (such as pages made by third-party apps like Zipify).

3. In the Data Layer tab you can find the data layer events to activate and configure.

Here you can find a complete list of events and their payload which is added via the Stape app. 

Data layer activation:

In Customer privacy section, under Permission spoiler, please make sure to select ‘Not required’. The code snippet only generates dataLayer, it does not set any cookies or report any data to third-party.

4. Webhook events are configured in the Webhook tab.

Note: the problem with webhooks on Shopify is that they don't contain any cookie data which is crucial for tracking any platform, so using webhook events is only recommended as a last resort if you for some reason can't track it online.

This tab is where the webhook events are configured.

To activate a webhook you need to activate the checkbox, specify the url of the server GTM container and /path where the webhooks should be sent.

You can subscribe to webhooks when a new order is created or when a refund is made on an order.

Here are some useful blog posts we have about using and debugging webhooks:

In the Stape admin, click on the sGTM section in the menu and locate Setup Assistant.
Then, click on Got it, let's go! to start answering the questionnaire.

Type - indicate your setup type. eCommerce setups focus on product tracking, while Lead Generation setups focus on form submissions and conversions.

Platform (if you select eCommerce as a type) - specify the CMS platform you are using (e.g., Shopify, WordPress, etc.). Setup Assistant can provide the appropriate templates and settings for your site, ensuring that everything works seamlessly with your CMS. If your platform is not on the list, select Other.

Consent settings - check the box if you have a consent provider. Then, select one from the list.

Select the advertising and analytics platforms you want to track (e.g., Google Ads, Meta, GA4, etc.).

Different platforms require specific tags and tracking settings. By selecting the platforms you want to track, the Setup Assistant customizes your GTM container with the necessary tags. This step ensures that your tracking setup aligns with the platforms you want to use.

If you selected the "Lead generation" type, enter the URLs of the "thank you" pages that users reach after completing the lead form (Lead event "Thank you" page URL) and/or after scheduling a call (Schedule event "Thank you" page URL).

Use the following format:

https://yourdomain.com/thank-you-page

To proceed, you must configure at least one field.

Please contact your developers and request the creation of a separate thank-you page.

Enter the tracking details such as your Pixel ID, Analytics ID, or other required credentials.

This information is essential for the Setup Assistant to link your site to the respective platforms. It ensures that data is sent accurately from your website to the right destination and helps you to track conversions, user interactions, and more. 

Without this step, the necessary data cannot be captured and sent to your platforms. Additionally, you can add IDs directly in your web and server containers at any time.

Regardless of the platform you need to configure, the Server Container URL field is required for any.

To find Server GTM container URL, log in to your Stape account → navigate to the sGTM section of the menu → choose your container → Domains (Tagging Server URLs) → copy domain name.

Choose how you want to import templates: automatically or manually. Click on Next.

The configuration will slightly differ based on the type you’ve chosen (eCommerce or lead generation). Here, we show how to set up both.

API Token - in Campaign Manager, → click Data on the left menu → click Sources → Select Google Tag Manager → click Generate token.

Here is an example of the fields configuration for the eCommerce type:

Here is an example of the fields configuration for lead generation type:

Here is an example of Snapchat fields configuration:

Here is an example of a field configuration for TikTok:

The configuration will differ based on the type you’ve chosen (eCommerce or lead generation). In this section, we show how to set up both, and we will start with the eCommerce fields.

Here is an example of Google Ads fields configuration for the eCommerce type:

Here is an example of Google Ads fields configuration for lead generation type:

The configuration will slightly differ based on the type you’ve chosen (eCommerce or lead generation). Here, we show how to set up both. We will start with the eCommerce fields.

Here is an example of Microsoft fields configuration for the eCommerce type:

Here is an example of Microsoft fields configuration for lead generation type:

Here is an example of Pinterest fields configuration:

1. Authorize with a Google account that has access to the GTM account you want to import templates into.

2. Select containers and corresponding workspaces into which you want to import templates and click Import templates.

3. Make sure the templates are in your web and server GTM containers. The imported templates will be neatly organized into folders starting with [Stape].

If the templates weren't imported automatically, please try importing them manually by following the instructions.

1. Click on the green buttons to download the templates.

2. Open the Web or Server GTM container, go to the Admin tab, and click Import Container.

3. Select the file you recently downloaded from Stape.

For example, the JSON file gtm-web-template you downloaded (make sure you upload the correct file that matches the container type - web or server).

Select the workspace for this import - new or existing.

4. Select Overwrite or Merge.

5. Click Add to workspace.

6. Do the same within the server GTM container, making sure you import the JSON file named gtm-server-template.