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Google Tag Manager

Usage Guidelines

  • Every client will use Google Tag Manager (GTM) to allow for simple implementation of tracking codes.
  • It will be setup before any campaigns begin and will include the proper tracking.
  • Check the site after every new publish of Google Tag Manager to ensure the site is functioning properly

What GTM Is Used For

  • Google Tag Manager is a tag management system that allows you to quickly and easily update tags and code snippets on your website or mobile app, such as those intended for traffic analysis and marketing optimization.
  • You can add and update AdWords, Google Analytics, and 3rd party or custom tags from the Tag Manager user interface instead of editing site code.
    • This reduces errors and frees you from having to involve a developer when configuring tags.

Setup Needs

  • Backend access to the clients’ site
  • Access to any current client accounts for the site that involve tracking

Main Pieces of GTM

There are the three main parts to GTM:

  • Tag: A snippet or small piece of code (usually JavaScript) that’s pasted into pages of your site.
  • Triggers: Defines when and where tags are executed.
  • Variables: Used to receive or store information to be used by tags and triggers.

Set Up Instructions

Part 1: GTM Creation

  • Using the [email protected] or [email protected] email, login to https://tagmanager.google.com
  • Click “Create Account”
  • Enter the clients name for “Account Name”
  • Do not check the box for sharing data anonymously
  • In “Container Name” add the clients site domain
  • Select “Web” for “Where to use the Container”. If you believe it is a different circumstance, talk with management
  • Select “Yes” for the terms of service
  • Skip the install instructions that pop up by clicking Okay
  • In the top navigation bar, you’ll see an ID that starts with “GTM-“, record it and move to the specific CMS the client is using.

Part 2: CMS Specific Implementation

  • WordPress (CMS)
    • In your new tab, access the clients WordPress backend
    • Click “Plugins” on the left-hand tabs and click “Add New”
    • Find the plugin “DuracellTomi’s Google Tag Manager for WordPress”
      • This is currently the only GTM plugin approved by development
    • Click “Install Now” and then click “Activate”
    • From the “Installed Plugins” page that should come up next, click “Settings” under the specific plugin
    • Under the general tab, enter in the ID that you saved from the initial list of instructions.
    • Select “Codeless Injection” for container code placement, as recommended by development
      • If the site breaks soon, this could be a setting that should be changed
    • Click Save and go to the next steps after the different CMSs

Part 3: GA and GTM Integration

  • Open a new tab and login to the accounts@venta or accounts@v2 Google Analytics account
  • Locate the clients specific Analytics account
  • Click the Admin tab at the bottom of the left hand column
  • Click “Property Settings” and locate the Tracking ID and record it
  • Go back to your original tab for Google Tag Manager
  • (This next part is specific to setting up Google Analytics)
  • Click the “New Tag” box
  • Click into the box titled Tag Configuration
  • Select Universal Analytics
  • Track Type should remain as Page View for this initial implementation
  • Click new variable and add the tracking ID from the last