Shopify : Migrating from Tag Manager to Direct

Overview

With the rise of native browser privacy blocks and add blockers we are now advising deploying Confer With directly into your website. as opposed to via tag managers such as Google Tag Manager. This is because often these add blockers will often block Google Tag Manager entirely, preventing the loading of our widget and other components you have deployed via this. 

The good news is it very straightforward to move from deploying Confer With via a Tag Manager to directly deploying in Shopify. There are two elements that may need updating - the widget and sales tracking. We have outlined the steps below to make the switch, the first step is to remove Confer With from being shown in Google Tag Manager and then add us into Shopify Directly. 

Step 1 : Remove Confer With from Google Tag Manager

The first step is to remove or pause the tags from Google Tag Manager to ensure that when you add our script directly, it does not load twice on your site.

1. Login to Google Tag Manager for your website
2. Identify the Confer With tags (widget and possibly sales tracking) in the overview section and check the boxes next to them it.
   e.g.
   
3. Choose the pause icon on the menu bar which should then show a pause next to the triggers
   e.g.
   
4. Publish the Triggers
   e.g.
   

Step 2 : Confirm Confer With is no longer Deployed

• Open your browser and open a private browsing window
• Browse to you website or page of your website where Confer With was running. You should no longer see the Confer With widget.
   

Step 3 : Deploy Confer With into liquid.theme

Login to Shopify as your admin and navigate to Online Stores -> Themes Before making any edits we recommend backing up your theme hence choose the option on the current theme of duplicate. This will create a copy below you can revert to if you have any issues.
Choose Edit Code
Edit Template -> theme.liquid
Add the code just before the last </body> tag Save	<script src="https://live.conferwith.io/cdn/conferwith_widget.js"></script>

Step 4 : Checkout Integration

This the script which allows Confer With to track a sale related to a Live Video call on the platform. We call this the Sales Tracking Script and its added into your checkout configuration, within Shopify, to trigger on a page where your customers are taken, post purchase. 

Note : Its quite likely this is correctly set but please check as part of this exercise.

Login to Shopify as an administrator, or a user that has permission to configure the settings on Shopify. After this, you should be presented with your admin portal for your Shopify Site.
In the bottom left hand corner you will see a "Settings", please click this to be taken to the Shopify Settings area.
Locate the option called "Checkout" and click this.
Scroll down and towards the bottom of these settings you will see one or two sections - "Order Status Page" and possibly "Post-Purchase Page". Both of these options should have the Confer With checkout script configured as to the right. (Note : If there are already scripts in this section, please just add to the top of the list)	<script>var ecommerce = "shopify" </script> <script src="https://live.conferwith.io/cdn/checkout.js"></script>
Finally click "Save" to apply your settings.