Google Tag Manager, popularly known as GTM, is a tag management system that helps to update tags and code snippets on your website efficiently. Tag manager installation for web requires a small piece of code that you add to your web pages. This code enables Tag Manager to fire tags by inserting tags into web pages (Source: developers.google). In layman language, instead of adding code each time you want to track an event on your website, you can now easily toggle on tracking events and do that through Google Tag Manager, without needing a developer!
To streamline the process and make it easy for you to track your investors during a raise, the DealMaker team has proactively placed the standard Google Tag Manager container code on all user facing pages of the investor application - which means all you need to do is create a Google Tag Manager (GTM) account and provide the GTM ID so we’re able to receive accurate tag information from your portal on DealMaker. We now support both web and server side tracking on DealMaker, follow the steps below to get your GTM account setup depending on your preferred tracking method!
GTM Web Browser Tracking Setup Steps
Note: Make sure you are signed into the correct email address that will be used to access Google Tag Manager
- Enter https://tagmanager.google.com/ in your browser
- On the upper right corner of your screen you will get the option to ‘Create Account’, click on it
- Fill out the account information prompted on the set up, which includes information on:
- Account Name (Use your company name here)
- Country (If you have operations in multiple geos, mention the HQ operation site)
- Container Set Up (Feel free to re-use your account name as your container name)
- Select Web for browser tracking
Once the above steps are complete, please click on ‘Create’
- You will now be prompted with Google Tag Manager Terms of Service Agreement
- Check the box to accept the data processing terms per GDPR
- Click ‘Yes’ in the upper right hand corner
- You will need to access your account ID. This is the ID which will be injected into the GTM container code already installed on DealMaker, and will connect your GTM account access to your DealMaker portal. The ID may be found here:
- On your DealMaker portal, you may navigate to "Advanced Settings", and then select "Analytics". Here, you may insert the GTM account ID. Keep the checkmark blank.
GTM Server Side Tracking Setup Steps
Server side tagging ultimately results in better tracking as it prevents browsers from blocking calls to collect analytics data. Server side tags use the same domain as the site origin and directly communicate with our server.
To enable server side tagging you will need to make some configuration changes to the GTM tag that will be used on Dealmaker.
Dealmaker Server Url: https://analytics.dealmaker.tech
Please follow this document to make the configuration changes https://developers.google.com/tag-platform/tag-manager/server-side/send-data?option=GTM
The above document in step 1 describes how to set up a server url user defined variable and then update the tag configuration to use that server url to trigger on all pages.
And then enable server side tagging checkbox on dealmaker to start using server side setup.
Once these steps are done we will see all calls to server gtm.js and collect would be sent to DealMaker server container URL instead of the Google URL.
Conversion States and corresponding Investor States in DealMaker
Complete Registration = Investor flow start = Email Entered = Step 1