This article will provide the necessary steps in order to setup Google Tag Manager in ameliaSOAR.
SOAR - GTM - Container Setup
Step 1 - Create Accounts
Google Tag Manager (GTM)
You will need to have a Google Tag Manager (GTM) account. If you don’t have one, create one now.
Once you have created your account, you will need to create a new “container” follow their instructions. You can work in the default “workspace”.
You will need both your account id and container id in the next steps. You can find these in the URL while on the tag manager. (See screenshot below)
Google Analytics 4 (GA4)
You will also need a Google Analytics 4 property. If you are currently using Google universal analytics (UA) you will have to follow instructions on merging the account with a new GA4 property.
Once the property is created you will need to get the “web stream” id. In GA4 it begins with “G-” (See screenshot below)
Google Ads
You can use GTM for Google Remarketing & Conversion tracking. Specifically this is the Google service that creates custom ads based on what customers searched for on your website without converting. The tags we have provided make it possible to track these to avoid costly campaigns that target users who have already purchased from you.
To set this up you will need an existing Google Ads account. You will have to speak with your account specialist who can create a professional services estimate to assist supporting these tags.
If you would like to track events with a Facebook Pixel you can use this GTM set up. You will need to go to the Facebook Business Platform and create a pixel to track your website. Once that is created you will use the ID later on in the setup process.
Others
Using GTM is not limited to Google Analytics or Facebook. The data available in the dataLayer makes it possible to achieve just about any analytic, data stream, conversion or affiliate service. Please reach out to your account specialist to get more information.
Step 2 - Open the container JSON file
This file is called: IAS_GTM-CONTAINER_IMPORT.json (download from this link) you will need to open it in a text editor that allows you to find and replace certain values. (Visual Studio Code is a free program for Windows and Mac that works well).
Step 3 - Update the Dedicated Service IDs
Each service account will have it’s own ID, please replace the following for each of the accounts you expect to use:
Google G4A
Now in the JSON file you should search for (press CTRL + F on your keyboard) “G-XXXXXXXXXX” and replace it with the web stream id you copied in step one from Google Analytics.
In Facebook you can find your “pixel” ID in the “Data Sources” page. Search the JSON document for “999999999999999” and replace it with your pixel ID.
Step 4 - Import the container JSON in GTM
Navigate to the Admin panel
Go to the “Admin” tab in the GTM interface and click on the “Import Container” option.
Import JSON file
Select the JSON file with your saved changes. You can choose the “Existing” Default workspace the was created automatically when you created your account.
Confirm Updates
Pause/Remove unused Tags
We provide an array of different tags. You will likely not need all of them. If you are not using Facebook for example, you can remove or pause all of them.
We suggest pausing them if you think they may be useful in the future. Doing so will avoid the need to manually set them up again or import the container entirely.
Submit your Changes
You will need to add a name to this first version and a description if you’d like:
Step 5 - Contact your account specialist
Once you have completed this set up contact your account specialist and provide your GTM container id. This value starts with “GTM-”
After that has been activated on your SOAR IBE you should start to see data in Google Analytics within a few hours. Some additional GA4 set up (Funnels & User data) may be required depending on your tracking needs.
Adding a generic script tag to Google Tag Manager
A video has been created to demonstrate how to complete the process. It can be found here: https://drive.google.com/file/d/1tfXgF7aQKjRvCgaMaBruicATpYhUyfrm/view?usp=sharing
The name of the file is “Tag Manager Add Generic Tag.mp4” in the event you need to search for it.