Tracking - How to Install ChannelMix Conversion Tracking
Michael Castro
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 Conversion ID
- ChannelMix Client ID
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 the .json file below which contains all of the GTM dependencies shown in the screenshot.
ChannelMix Conversion Tracking GA4.json
Import
Within your GTM Container, navigate to Admin > Import Container and you'll see the screen below.
- Select the file download from this article
- Create a new workspace called 'ChannelMix Conversion Tracking'
- Choose 'Merge' and 'Overwrite conflicting tags'
- Confirm
Step 2: Page Views
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An event called 'page_view' should be sent from all pages. It should include user property called 'channelmix_client_id', set by the imported variable called 'ChannelMix Client ID'.
- 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.
Resulting Tag - in this case, the GA4 Configuration Tag
Step 3: Conversions
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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.