Track in Google Analytics the steps seen in the subscription journey
First step : Integrating GTM into your journey
In order to integrate Google Tag manager, go to the tab " My products " of your broker interface, choose the desired product and go to " Widget ".
At the bottom of the page you will find a category " External Script ". Add a service and select " Google Tag Manager ".
You will now be able to embed your Google Tag Manager code. This must be in GTM-XXXXXXX format. If needed, here is where to find your GTM code.
All that's left is for you to register and Google Tag Manager is deployed on your product's subscription journey !
So let's move on to the settings in Tag Manager to pass on to Google Analytics the pages in the subscription path seen by your users.
From here on in, the steps you need to take for this process will vary depending on the version of Analytics you are using.
You are using Universal Analytics
Go to Google Tag Manager, on the " Tags " and create a new tag.
You can give it any name you like according to your internal methodology.
Start by setting up your Universal Analytics tag in the same way as usual. Make sure you have checked as. tracking type " Page view ".
Now we can move on to configuring the trigger.
For the first trigger, press the " + " that is located on the top right. Once in the configuration interface, select a new trigger, the one entitled " Element visibility ". Obviously, you are free to name it according to your internal organisation.
The purpose of this trigger is to detect the opening of the iframe when the iframe opens on the first step of the subscription path.
In order to achieve this, here are the configurations to integrate :
- Selection mode : ID
- ID of the element : particeep-product
- When to run : Once per page
- Minimum visible percentage : 1
- Conditions under which the trigger is executed: check " Certain visibility events
- Check " Page URL "
- Leave " contains "
- Indicate " step1 "
- (The purpose of this configuration is to ensure that this tag only fires on step one of the subscription path. Basically, this is what should work fine, but to be safe, please specify this condition)
Now saved, we will proceed to create a second trigger. To do this press the " + " button.
Again, create a new trigger. For this second one, go all the way down to the " Other " category and select " Change History ".
The subscription paths proposed by the Particeep Plug solution, are integrated on your site in iFrame. The " All Pages " tag currently used to determine the pages seen by users of your site does not work in this configuration. In case of iFrame, the " History Change " trigger should be used.
Also, you can specify any name you like depending on your internal organisation. Also, you do not have to change the configuration settings for this trigger.
You can now save all these changes. So you have a new tag in your account.
Don't forget to click the " Send " button to confirm these changes live on your site.
Once this is done, you will be able to track the steps seen by your users directly in Google Analytics.
You are using Google Analytics 4
Because of the new features in GA4, the settings will be easier than if you are using Universal Analytics.
So, go to the tab " Tags " and create a new tag.
The tag type to select is " Google Analytics : GA4 configuration ".
After specifying the measure ID, go no further in the settings and ensure that " Send a "Page view" event when loading this configuration " is checked.
Next add a trigger. You can select the " All Pages " which is already set up in Tag Manager.
Don't forget to click the "Submit" button to confirm these changes live on your site.
Once this is done, you will be able to track the steps seen by your users directly in Google Analytics.
Managing duplicates
Warning : If the GTM container embedded in your subscription path is the same as the one embedded in your site, the proposed configuration may create duplicates. In order to mitigate this, here is the procedure to follow.
Go to the trigger " Modification of the history " that we have just created. Add a trigger condition by checking " Some history changes ". Choose " Page URL ", leave " content " and specify " step ".
If other URLs on your site contain " step ", then go to your distributor interface and add a subscription. You can then retrieve about ten characters from the URL just before " /step1 ", it is unlikely that any of your pages have this format.
Beware, if you take the beginning of the URL, this part may be common to several products you distribute on your site via Particeep Plug. This will have consequences if you set up unique triggers per product.
Go back into Tag Manager and replace " step " with the copied URL snippet.
If, as part of your Google Tag Manager setup, you are using the " All pages " trigger. Remove the trigger created by Google Tag Manager as this cannot be changed and create a new one by selecting " Page views " as the trigger type.
Also, add a trigger condition, this time the URL must not contain step.
With these settings, you will avoid duplicate page view generation in Analytics.