How to set up WordPress plugin

1. Log into your WordPress Admin, and go to the plugins. Then, click Add New, search for Stape Conversion Tracking plugin, choose this plugin, and click Install now. Once installed, click Activate.   

2. Create a Google Tag Manager Server container if you don’t have one. Go to https://tagmanager.google.com/ and choose the account where you want to create a container. Then, click Admin.

3. Under the container column, click +.

4. Type container name, choose Server and click Create. 

5. On the install pop-up, choose Manually provision tagging server, copy your container config and paste it into any text editor. We will need it for the next steps.

6. Create an account within our service here.

7. Once you receive the confirmation email and set your password, you need to create a container. Enter your container name and paste the container config that you copied from your Google Tag Manager Server Container. Then, click Create Container.

8. Once you click Create, you will see the status of your container, container config, and plan name. It takes around 5 minutes to deploy a server container. Reload the page to update the status. If the setup was done correctly, you should see the status Running.

If you see “Error,” please check if you’ve copied and pasted the correct container configuration. 

If the error repeats, please contact support.

9. Set up a tagging URL. Inside your Google Tag Manager, click admin, select container settings, and paste the domain URL that you see inside your container. Using a custom domain is highly recommended.

10. Open the Stape Conversion Tracking plugin you installed in the first step and configure it.

General tab:

• Same-origin proxy. Normally the GTM web loader is served from the customer's Stape subdomain (for instance, xxxx.stape.io). With same-origin on, that same loader is served from Stape but routed through the customer's own WordPress site. To the browser, it looks first-party, helping the loader work reliably in Safari and pass ad blockers. Note: it's still Stape's loader and Stape's container doing the work; WordPress is just the pass-through that makes it first-party.

Data Layer tab:

• Add ecommerce Data Layer events - add basic ecommerce events and their data for shops built with Woocommerce.
• Add user data to Data Layer events - add data with personal details of authorised users to Data Layer events.
• Decorate dataLayer event name - add _stape to Data Layer event names.
• Advanced Data Layer settings - fine-tune your Data Layer event values.

Webhooks tab:

• Send webhooks to server GTM container - enable sending webhooks to your server GTM container. Be sure you understand what webhooks are and how to use them.
• Server GTM container URL - enter the URL of the server container where webhooks will be sent. If you are using Stape’s sGTM hosting, follow this guide to locate it. Otherwise, it can be found in your server GTM container’s settings.
• Purchase webhook - send a purchase event when a new order is created.
• Order paid webhook - processing - send an order_paid event when an order is paid.
• Order paid webhook - completed - send an order_completed event when an order is completed.
• Refund webhook - send a refund event when an order is refunded.
• Send test webhook - troubleshoot your webhook setup by sending a test webhook.

Customer Match tab:

• Container API Key -  enter your container API key, located in your Stape account container settings. Read how to find the container API key.
• Google Ads Operating customer ID - enter the destination account ID for Customer Match upload. Read how to find your operating customer ID.
• Google Ads customer ID - enter your Google Ads account ID (NOT the operating one). Read how to find your customer ID.
• User data - select which user data to share with Google Ads’ Customer Match functionality.
• Consent - select one of the options if you wish to define the consent status of the user data.
• Backfill - select to update existing contacts using the settings above, or leave blank to synchronize only new contacts.

11. Save changes, open the console, and check that the web GTM script is served through the tagging server URL. 

12. Once you have a server GTM container for the WordPress site up and running, you can start setting up server-side tagging for needed platforms. For example, we already have blog posts describing setting up server-side Google Analytics 4, Facebook, TikTok, Snapchat Conversions API, etc. You can also use Stape’s Setup Assistant to generate and automatically import templates into web and server GTM containers, tailored to your tracking requirements.