Introduction

This guide outlines the process for integrating the ChannelMix Conversion ID (CCID) with conversion forms using Google Tag Manager (GTM). This integration is essential for supporting the ChannelMix Pipeline Dashboard.

Difficulty:

Implementation may require a developer to create a hidden input field and add the necessary supporting code.

What is the ChannelMix Conversion ID?

The ChannelMix Conversion ID (CCID) is a unique identifier assigned to individual lead generation conversions, typically during form submissions. This ID is captured by both Google Analytics and CRM systems at the point of conversion, enabling the joining of data from both systems for integrated analysis.

Prerequisite

Before starting this guide, ensure you have completed the ChannelMix Conversion Tracking Implementation Guide. This setup will handle default conversion events and will be updated here to include the CCID as an event parameter.

Implementation Steps

Steps are summarized below followed by more details and screenshots.

1. Website: Add a hidden input to conversion form(s), using the required ID name.
2. CRM: Update to receive the conversion ID with each form submission.
3. Google Tag Manager (GTM): Import dependencies and update the conversion tag(s).
4. Google Analytics (GA): Define Custom Dimension: ChannelMix Conversion ID.
5. Validation

Website Implementation

• Add Hidden Input: Update your conversion form(s) to include a hidden input field with the ID name "channelmix-conversion-id". This field will capture the CCID generated by GTM.

CRM Implementation

• Update CRM: Ensure your CRM is set up to receive the CCID along with other form data (e.g., name, email).

Google Tag Manager Implementation

• Download File: ChannelMix Conversion ID Import.json
• Import File: Google Support: How to import a file.
• Update Conversion Tag: add an event parameter "channelmix_conversion_id" and set its value with the imported data layer variable {{ChannelMix Conversion ID}}.

Google Tag Manager GA4 Conversion tag showing the ChannelMix Conversion ID added according to the instructions above.

Important: If the Custom HTML tag included in the import file does not work to set your hidden input, you may need the support of a developer, who can use the code through a completion handler to generate the ID, set the input and push the value to the data layer. 

GA4 Implementation

• Define Custom Dimension: Create a custom dimension called "ChannelMix Conversion ID" using the event parameter "channelmix_conversion_id" set in GTM.

Validation

Website Validation

• Check Form: Verify that the hidden input field with ID "channelmix-conversion-id" is present and correctly populated with the CCID when a form is submitted.

Google Tag Manager Validation

• Tag Assistant:
  1. In GTM, click "Preview" to enter Tag Assistant mode.
  2. Connect to your website and trigger a conversion.
  3. Check the Conversion Tag in Tag Assistant to ensure the CCID appears as expected in the event parameters. This ID should match the ID found in the hidden input, on the previous validation step. 

Inspecting the conversion tag to ensure it sends the ChannelMix Conversion ID.

Google Analytics (GA4)

1. Realtime Report:
   1. Go to "Reports" > "Realtime" in GA4.
   2. Click into the conversion event name. 
   3. Verify that the CCID is present under the event parameter "channelmix_conversion_id".

• Google Chrome DevTools
  • Inspect Network Requests:
    1. Open your site in Chrome and trigger the conversion.
    2. Right-click and select "Inspect" to open DevTools.
    3. Go to the "Network" tab and check for the ChannelMix Conversion event.
    4. Check the Payload to confirm the conversion event name and ChannelMix Conversion ID are transmitted together. 

Inspecting the network request to confirm the ChannelMix Conversion ID was transmitted with the conversion event data.

Conclusion

After completing the implementation and validation steps above, your integration is complete. Congratulations! 🎉