Hudson Creative Documentation

Installing Tag Manager Process Documentation

Adding tag manager to a website allows us to track key performance indicators including page views, clicks and more. This process is to be done so we can report to the client on their website’s performance.

Google Tag Manager Google Analytics

Steps:

  1. Navigate to Google Tag Manager and click the “Create Account” button located at the top-right.
  2. In the “Account Name” input the client”s business name.
  3. In “Container Name” input the client’s website URL.
  4. “Target Platform” is web if it is a website.
  5. Click “Create” and then accept the terms of service agreement.
  6. You will be brought to the new tag manager account, and an “Install Google Tag Manager” pop-up will show up.
  7. The next step will depend on what CMS he website is using. For this example, we will be adding GTM to a WordPress site. Go into the client’s CyberDuck and find where their code is (most likely header.php) – Open the file with Dreamweaver (or a code editor of your choosing).
  8. Copy the whole code from Google Tag Manager into the div.
  9. Locate the div (likely in header.php also)
  10. Copy the whole code from Google Tag Manager into the div.
  11. Save the code file. (clearing cache may help)
  12. X out of the Google Tag Manager pop-up once you have pasted the bits of code into their respective locations.

Add Variables to GTM:

  1. Click Variables in the left-side menu
  2. On the right hand side of “Built-In Variables” there is a button that says “Configure”. Click the “Configure” button.
  3. Check all “Clicks”, “Forms” and “Pages” variables so we can use them in the next step.
  1. Close the variables pop-up window
  2. Now, scroll down to the “User-Defined Variables” and click the “New” button
  3. Title this variable “Analytics Tag”
  4. Click “Variable Configuration” to begin the setup
  5. Click the “Google Analytics Settings” option
    • Now go to Google Analytics and get the Tracking ID from the corresponding property.
    • Open Google Analytics
    • Locate the property that corresponds to the Tag Manager container 
      • (ie: Hudson Creative for Hudson Creative)
    • This can be found by clicking Admin > Tracking Info > Tracking Code
    • Copy the “Tracking ID” from here (it should start with G-###########)
    • Return to Google Tag Manager
  6. Paste the Tracking ID into the field titled “Tracking ID”
  7. Click the blue “Save” button at the top right

We will use these variables in the following steps called “Setting up the Tags”

Setting up the tags

  1. In Google Tag Manager, Click the “Tags” tab on the left menu.
  2. Click the “New” button and name this tag “Page Views”
  3. Click “Tag Configuration” then choose “Google Analytics: Universal Analytics”
  4. For “Track Type” select Page View.
  5. Click “Triggering”, select “All Pages – Page View”, then click the “Save” button.
  6. Create another new tag, and name this tag “All Clicks”
  7. Click “Triggering”, then the “+” at the top-right.
  8. Select “Trigger Configuration” then “Click – All Elements”
  9. Click “Tag Configuration” and choose “Google Analytics: Universal Analytics”.
  10. Change “Track Type – Page Views” to “Event” and fill in the following parameters:

Save this Tag also.

You should now have the “Page Views” tag and the “All Clicks” tag.

Previewing (checking that it’s working):

  1. Click the “Submit” button and submit this update.
  2. Click the “Preview” button after the updates have been submitted.
  3. In a new tab, navigate to the URL for which Google Tag Manager was set up.
  4. Check to see if the tags are populating in the Google Tag Manager preview (this is a pop-up)

Click on the page to make sure the “All Clicks” tag is working. 

If done correctly, the “All Clicks” tag you created will move from “Tags Not Fired” to “Tags Fired”.

*You can also go to the client’s correlating Google Analytics property to see in real time if the tags are pulling through.

For WIX:

To install Google Tag Manager on a Wix website, it has to be on its own domain (can’t be a free wix site). 

Set up tag manager first, then go to the wix back end of the website and go to Marketing & SEO > Marketing Integrations; you can click to connect the Tag Manger account there using the GTM-XXXXXX code. 

For Bentobox:

  1. Log into the Bentobox backend
  2. Go to Settings > General
  3. Scroll to Conversion Tracking
  4. Add the full GTM Container ID to the respective field
  5. Save