Yes, I can confirm that this is the reason.
In one of my Shopify Plus shops where I use the GTM and Cookiebot this issue does not occur. Simply because everything is well configured (and respects consent). Tracking does not rely on the nativ GA tracking but can be controlled with the GTM according to Cookiebot’s consent status.
You will still get some direct conversions in your checkout, but these should be minimal:
-
Cart abandonment mails without proper UTMs
-
Users from Social Ads which use the In-App Browser in e.g. Facebook but switch to Safari/Chrome during checkout (=new cookies, new user)
-
misconfigured payment gateways