Setup, installation and testing GTM.
- We should create the GTM account with clients Google account if at all possible. If they don’t have a Google account we’ll create a new Google account for the GTM set up. We do this so the client owns their data.
- When the GTM is set up, make sure [email protected] has admin access.
- We need to accept GTM invitation on [email protected] account.
- Never add WhatConverts code to GTM, it can cause issues.
- Create a new container for each domain (website).
- Add GAU to the container
- Add GA4 to the container
- Create Goals in GA4
- Admin>Events and click “Create event” and then “Create”
- “Custom event name” should be “generate_lead”
- Parameter = “event_name”, operator = “equals”, value – “page_view” (<-type this)
- Click “Add condition” and Parameter = “page_location”, Operator = “contains (ignore case)”, and value = “/thank-you/” (or whatever the confirmation URL is)
- Keep the checkbox “Copy parameters from the source event” enabled
- Click “Create” (top right)
- Go back to “Admin” and click on Conversions
- click on “New conversion event” and the name should match the Custom event name (in the case above and in most cases for destination goals will be “generate_lead”)
- Click Save and done