Tracking - How to Install ChannelMix Conversion Tracking
Introduction
Prerequisites
- Install Google Tag Manager on all pages where you wish to track user interactions.
- Send page view data on all pages that require tracking, including landing pages.
ChannelMix Conversion Tracking
ChannelMix Conversion Tracking (CCT) is a custom solution for web lead generation measurement. Usually this means tracking the submission of a web form where visitor contact information is collected.
ChannelMix Dashboards also aggregate page views. By combining data from both web events, lead generation and page views, ChannelMix Dashboards can analyze and visualize conversion success metrics for each channel of acquisition.
These are the ChannelMix requirements to enable said reporting:
- All page view events should send a unique ID - called the 'ChannelMix Client ID'
- All conversions should fire a ChannelMix Conversion event and send these parameters:
- ChannelMix Client ID
- ChannelMix Timestamp
These GTM dependencies are available for download in the following section.
How to Implement
Step 1: Download and Import the GTM Dependencies
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Download
Download this file containing GTM dependencies - ChannelMix Conversion Tracking GTM Dependencies 2023.12.04.json
Import
To see the variables above in your workspace, you must import the dependencies. Within your GTM Container, navigate to Admin > Import Container and replicate the selections shown below.
- Select the file download from this article
- Create a new workspace called 'ChannelMix Conversion Tracking'
- Choose 'Merge' and 'Overwrite conflicting tags'
- Confirm
After clicking Confirm, you should see the dependencies below were imported.
Subsequent steps are to add ChannelMix variables to Page View and Conversion events.
Step 2: Page Views
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Requirement: All Page View GA4 events (event name 'page_view') must include ChannelMix Timestamp as an Event Parameter and ChannelMix Client ID as a User Property.
All views of web pages that should be tracked must send a Page View event. This is often achieved by checking the box on the GA4 Configuration tag to send the Page View event or by creating a separate GA4 Page View Tag.
Some properties will instead choose to collect the Page View event through enhanced measurement which is configured at the level of the GA4 Web Data Stream. If this is how your property collects the Page View data, see this guide in order to meet CCT requirements: CCT Without A Page View Tag
When Page Views are sent from a GTM tag, follow these steps to implement:
- Identify the GTM tag sending your 'page_view' event data
- For many, this is the GA4 Configuration tag, set by default to send 'page_view' events each time it fires. Otherwise a separate tag will be sending the event.
- On the tag identified in step 1, add a User Property called 'channelmix_client_id'; for its value add this variable: '{{ChannelMix Client ID}}' (screenshot below).
- By placing the ChannelMix Client ID variable in brackets, the value will be evaluated at the point of conversion.
- Add the required Event Parameters and set them with the corresponding downloaded variables
- 'channelmix_conversion_id' = {{ChannelMix Conversion ID}}
- 'channelmix_timestamp = {{ChannelMix Timestamp}}
Resulting Tag - in this case, the GA4 Configuration Tag
Step 3: Conversions
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Requirement: All Conversions (event name: "channelmix_conversion") must send ChannelMix Conversion ID as an Event Parameter.
In this section, you will apply a trigger to the CCT Tag. This will allow it to fire it for all conversion interactions. If you already have a Tag measuring this interaction, it likely has the same trigger that should be applied to the CCT Tag.
- Identify or create the trigger(s) required to track your conversions
- Apply conversion trigger(s) to the tag called 'GA4 - ChannelMix Conversion
Step 4: How to Test
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With the Page Views and Conversions sections complete, you are ready to QA test your implementation.
Instructions for testing are provided here.