How to use Setup Assistant for other platforms

The guide shows how to use the Setup Assistant tool for users who have CMS platforms that are not supported by the Stape CMS app. 

Prerequisites

• Configured the server GTM container and server container on Stape.
• Configured custom domain (optional, but highly recommended for setting first-party cookies).

How to automatically import the GTM template using the Setup Assistant

1. Create Data layer

Stape’s apps for CMS can generate a Data layer for standard e-commerce events. However, since your CMS platform isn’t currently supported, you’ll need to collaborate with your developers to implement the Data layer events with the specific payloads you need. 

To create a Data layer, you can make a copy of our documentation, edit it according to your needs, and pass the doc to your developers. Please check our article on the Data layer for helpful guidelines on Data layer implementation.

2. Setup Assistant configuration in Stape admin

2.1 Navigate to the section “Setup Assistant” in Stape admin and start configuration.

2.2 Select the business type (at the moment, only E-commerce is available), CMS platform you use (for this article, we select “Other” as your CMS isn’t on the list), and whether you use a consent management platform. If so, select the one from the list.

2.3 Select the platforms you use. These are the destinations you’ll receive a tracking template for.

Please note: Google Ads can only be selected along with Google Analytics 4.

2.4 Add IDs and Access tokens for the platforms you’ve chosen.

That’s an optional step; you can add them directly in your web and server containers at any time. In step 3.1 of this guide, we explain where you can find these values.

2.5 Choose how you want to import templates: automatically or manually. For the purpose of this article, we select automatic import.

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

2.7 Select containers into which you want to import templates and click “Import templates”.

2.8 Make sure the templates are in your web and server GTM containers. The imported templates start with “[Stape]”.

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

3. Test templates

3.1 Check whether IDs and access tokens for platforms are added to templates.

Regardless of the platforms you have chosen, you should add the Server Container URL - to find it, log in to your Stape account → navigate to the sGTM section of the menu → choose your container → Domains (Tagging Server URLs) → copy the domain name.

Click on the platforms you’ve chosen to fill the required fields:

• Linkedin
• Snapchat
• Google Analytics 4
• TikTok
• Meta
• Google Ads & Remarketing
• Microsoft Ads (Bing)
• Pinterest

LinkedIn

• Insight Tag ID - also called Partner ID is a 6-digit code that links your Ad Account and allows conversion tracking in tag managers. To get it, log in to LinkedIn Campaign Manager → Analyze → Signals manager → click on Insight Tag → Choose option: I will use a tag manager.

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

• Server and web conversion IDs - each conversion ID can be found in Campaign Manager → Measurement on the left menu → click Conversion tracking → click on the name of the required conversion or create a new one.

Snapchat

• Pixel ID - to get it, log in to Snapchat Business Manager → Assets → Pixels on the left-side menu → select the required pixel if you have several → copy Pixel ID.

• API token - to find Conversions API Tokens, go to Business Details → Conversions API Tokens. Here you will find all API tokens; you can copy the existing or create a new one.

Here is an example of Snapchat fields configuration:

Google Analytics 4

• Measurement ID - go to Data Streams → click on the Data Stream → copy Measurement ID.

TikTok

• Pixel ID - to find the Pixel ID, log in to TikTok Ads Manager → choose the Ads Manager account → Click Tools → Events → from the side bar select Data sources.

• eAPI Token - to get an access token, click Assets → Web Events → open pixel → click Settings → copy an existing token or click "Generate Access Token".

Here is an example of a field configuration for TikTok:

Meta

• Pixel ID - it can be found in your Meta Events Manager → Data Sources menu → see the string next to the Pixel’s name.

• CAPI Token - to get the value, choose the Pixel → Settings tab → find the Conversions API section → click on the Generate access token. For more details, check Meta’s documentation.

Google Ads & Remarketing

• Conversion ID - it can be found when creating/editing a conversion goal in Google Ads  → choose “Use Google Tag Manager” → copy ID.

• Purchase conversion, BeginCheckout conversion, AddToCart conversion - here you should place conversions labels for corresponding conversion events. Conversion labels can be found in your Google Ads account → Goals → Conversions → choose the required conversion → expand “Tag Setup”  → Select "Use Google Tag Manager"  → copy Conversion label.

Here is an example of Google Ads fields configuration:

Microsoft Ads (Bing)

• Microsoft UET Tag ID - the value can be found in the Microsoft Ads account → Conversions → UET tag → Tag ID.

• Purchase conversion action, Begin Checkout conversion action, AddToCart conversion action - specify the conversion action you’ve chosen when creating the conversion.

Here is an example of Microsoft fields configuration:

Pinterest

• Tag ID - to find the value, log in to your Pinterest Ads Manager → click on “Conversions” from the “Manage Business” section in the menu → on the left side menu, click on “Pinterest tag” → click on “Tag Manager” → copy ID.

• Advertiser ID - to find this ID, log in to your Pinterest Ads Manager → click on “Business manager” from the “Manage Business” section in the menu → on the left side menu, click on “Assets” → click on “Ad account” → copy ID.

• API Token - to find the value, log in to your Pinterest Ads Manager → click on “Conversions” from the “Manage Business” section in the menu → on the left side menu, click on “Conversions API” → click on “Set up API” → Generate new token.

Here is an example of Pinterest fields configuration:

3.2 To test the configuration, make sure the tags include all the necessary data (step 3 of Setup Assistant configuration) and run Preview in both web and server GTM containers. Trigger the events on your website and check whether tags work successfully.

4. Prevent over-reporting

Check if any other plugins or integrations are sending events to the same platforms you’ve connected through GTM. Having multiple sources send identical events can cause over-reporting. For example, Shopify’s Google and Meta apps may already be pushing events. If you find such overlaps, disable event tracking within those apps.

Along the same lines, consider what you already may have in your GTM containers or site code-base, and make sure there are no conflicts or double-firing tags.

In case of any questions, feel free to ask in our Stape Community.