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Tag Placement Instructions

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  4. Modern iO - Tag Placement Instructions
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Follow these instructions to add the Modern iO tag to your website

Select your website’s platform to begin.

Adding Modern iO code to WordPress

The tracking code for Modern iO must be placed in the <head> section of your website. In WordPress, there are multiple ways to accomplish this. Here are the methods we found to work the best.

Method 1: Adding code through your WordPress Theme

Every WordPress theme is different. It is the overall design of your website, and each one has its own set of options and customizations. Many times the Theme Options will include an area to add code to the <head> section of your website. Check to see if this is available on your website. You may need to refer to your Theme’s documentation to find out if this is available.

 

Method 2: Use a Plugin

A plugin is a simple way to add the Modern iO code to your website. It should work whether or not your theme has the option to add <head> code in.

  1. Once signed into your WordPress website, go to Plugins and click Add New.
    wordpress plugin menu - add new
  2. We Recommend Using the plugin Head, Footer and Post Injections by Stefano Lissa.
    Modern iO has no affiliation with this plugin or author. If you have another plugin already that you would prefer to use, that should be okay, as there are many alternatives.
    We have found this one easy to use and it works well.
  3. Use the search terms “Head, Footer” and press Enter/Return on your keyboard to search.
    add plugins - head, footer, and post injections
  4. Click Install Now to the plugin called “Head, Footer and Post Injections”
     
  5. Go to Plugins and Activate your newly installed plugin.
    activate or delete menu for head and footer plugin

  6. Go to Settings and click Header and Footer
    wordpress menu showing head and footer plugin settings

  7. In the first tab named Head and footer, insert your code into the first text box.
    This will add the Modern iO code to every page of your website.
    example head code for head and footer plugin showing modern io code
  8. Scroll to the bottom of the page and click Save.
    the save button for head and footer plugin
  9. That’s it! Modern iO will start identifying your visitors to create leads and opportunities from your web traffic.

Adding Modern iO code to WIX

The tracking code for Modern iO must be placed in the <head> section of your website. Your WIX powered website has this option built in. 

  1. Once signed into your WIX website, go to the Dashboard.
    wix dashboard for mysite menu
  2. Click the Site Actions button for the website you want to add the code to. Then click Edit Site.
    wix menu for edit site from the site actions button
  3. From the top menu, click Settings and then Tracking & Analytics.
    wix menu for tracking tools and analytics
  4. Click </> Custom. The same link is listed in two locations.
    wix tracking tools and analytics menu for adding custom code
  5. Add the Modern iO code into the area provided. Click Apply.
    wix add a new tool custom code showing modern io example
  6. Verify that the code has been added and is turned on.
    wix tracking tool and analytics showing custom head code has been added
  7. That’s it! Modern iO will start identifying your visitors to create leads and opportunities from your web traffic.

Adding Modern iO code to SquareSpace

The tracking code for Modern iO must be placed in the <head> section of your website. In SquareSpace, this feature is available in all Business and Commercial plans as well as Legacy Personal Plans (no longer available to new subscribers). Code cannot be added to new Personal Plans. 

Once you get the tracking code from Modern iO, log into your SquareSpace account.

  1. Click the Home Menu

  2. Navigate to Settings, click Advanced and then click Code Injection
    squarespace code injection advanced settings menu

  3. Paste your Modern iO code into the Header
    squarespace code injection adding custom header with example modern io code
  4. Click Save.
  5. That’s it!
    Modern iO will start identifying your visitors to create leads and opportunities from your web traffic.

Adding Modern iO code to Shopify

Custom Plugin / Application

Shopify offers a custom App that makes adding code to the <head> section of your site a breeze. This is what the majority of our Shopify customers use and is the preferred method.
This app was not created by, nor are they affiliated with us. 

Once you add the App to your store, you can paste in the Modern iO Tag and begin retargeting website visitors with Direct Mail!

XO Insert Code

 Step 1: Add App to Shopify by pressing the Install button while logged into your account.
https://apps.shopify.com/insert-code-to-header-and-footer

shopify app store xo insert code insteall screen

Step 2: Install the app. It requires basic theme permissions.

shopify xo insert code screen reviewing app permissions and install button

Step 3: Click the button to Add New Code. 
This plugin allows you to add multiple, separate codes, but we only need one.

shopify xo insert code button for adding new code

Step 4: Create a title for the tag, this can be anything but we typically use “Modern Postcard Tag”. From the dropdown menu, select to “Add this code to” – “Entire Store”. Although you can select “Custom”, which will only display the tag on specific pages you select. Enter the unique tag supplied by your Account Manager, and press the Save button.

shopify add new code to entire store menu showing Modern Postcard tag

Step 5:That is it! Although we recommend checking your Theme Customizer and App Settings to make sure that the tag and plugin are enabled.

shopify theme customizer screen to turn codes on or off

The Header section should be toggled on. 

shopify xo insert code header activation screen

In your Admin section, double check the sidebar for Apps, and that the plugin and tag are both enabled.  

shopify reviewing app to make sure the xo insert code is enabled

That’s it! Please reach out if you have any questions on installing the Tag in Shopify. 

Add Conversion Tag to Shopify

To add your tag to the Checkout, Order Status and Thank You page, follow these instructions:

1. Settings >
2. Checkout & Accounts >
3. Order Status Page >
4. Paste your code into the Additional Scripts. Same code used in the Insert Code plugin.
5. Save

shopify add version tag to checkout screen
shopify conversion code add additional scripts

Adding Modern iO code to Magento

A single line of code must be added to your website before we can re-target visitors. This code is placed in the <head> section of your website. The Magento eCommerce platform has a built in method to add this code, which only takes a couple of minutes.  Note: This requires you to be on the Magento 2 platform. Magento 1 requires a theme edit.

Once we send you your unique Modern iO code, log into your Magento account.

Navigate to the Admin Panel, then select Content > Configuration
magento content admin screen with configuration selected

This will list your Store Views.
Depending on your configuration, you may have to edit one or several stores.
Select Edit on Store View(s) you want to place code on.

magento screen for design configuration with the edit text highlighted

In each Store View, expand the section HTML Head, and locate the section Scripts and Style Sheets.
Paste in the Modern iO code after any code that may already be present.
Save Configuration

magento default store view for adding scripts and style sheets

It’s now recommended to flush your cache to make sure the code shows up.

Go to the Admin Panel
Then select System > Cache Management (under the Tools sub heading)

Press the orange Flush Magento Cache button.

That’s it! Let us know this has been added and we will verify that your Magento site is now ready to re-target visitors.

Adding Modern iO code to InstaPage

The tag for Modern iO must be integrated into your website before it can start collecting data. The Instapage platform makes this fairly easy and has a built in area for adding the tracking code.

Once you get the tracking code from Modern iO, log on to your InstaPage account.

  1. From the Dashboard, select Pages
  2. Open up the page you want to add the tag too. If you want this on multiple pages, you will have to repeat these steps for each page.
    instapage admin menu selecting website page
  3. Once the page is open, select “Scripts & GDPR” from the left navigation
    instapage admin menu default menu layout and content - scripts & gdpr circled in red
  4. Add your unique Modern iO Tracking code to the FOOTER section and hit SAVE and then UPDATE.
    adding unique tracking scrpipt to the header or footer of magento
  5. That’s it!
    Modern iO will start identifying your visitors to create leads and opportunities from your web traffic.

Adding Modern iO code to Google Tag Manager

Login: to Google Tag Manager, or set up an account if needed.
Overview Section: go to overview on the left hand side bar.
New Tag: click on the section that says “New Tag”.

overview adding new tag in google tag manager

Untitled Tag: you’ll see a section to set up your tag called “Untitled Tag”
Tag Configuration: click in this area.

google tag manager tag configuration for untitled tag click here

Choose Tag Type: choose Custom HTML for the tag type.

google tag manager adding custom tag type

Untitled Tag: see “Tag Configuration” window, Copy & Paste the Modern iO tag code exactly as received and SAVE your work.

google tag manager custom html inserting demo modern postcard script into the html section

Triggering: choose “All Pages” for the trigger. We recommend choosing all pages so that we can report the data per page for strategic reasons. We will set up the campaign and the urls that will receive cards programmatically, be sure to SAVE your work.

gtm tag configuration with triggering and all pages circled

Submit Your Tag: be sure to click the SUBMIT button, and that will take you to another screen; you’re not done yet.

gtm submit tag screen overview with the submit and publish buttons circled

Publish the Tag: click on PUBLISH, this is a simple but often missed step in the process; you won’t collect data until it’s published.

Google Tag Manager Instructions 7

Adding Modern iO code to BigCommerce

The BigCommerce website platform has a Script Manager that allows you to add the Modern iO website tag.

  1. Log in and navigate to the Storefront
    bigcommerce storefront admin menu screen
  2. Go to the “Script Manager”
    big commerce admin menu script manager selected
  3. Create a new script using the following settings:
    Location on page: Footer
    Script category: Analytics
    Script type: URL
    The actual script is unique to you and will be emailed upon setup.
    SAVE
    bigcommerce menu for creating a script located in the header or footer
  4. That’s it. The Script Manager should now show the active script. It can be edited or deleted at any time.
    bigcommerce script manager showing all installed scripts