Google Tag Manager for Beginners

Guide Overview:

This Google Tag Manager (GTM) guide will help you quickly and easily update the measurement “tags” on your website or mobile app. Once the small code snippet has been added to your project, you can safely and easily deploy analytics and measurement tag configurations from a web-based user interface. GTM should be used when you need to track multiple entities such as Google Analytics and Facebook Pixel.

For this guide, we assume that you already have Google Analytics set up. If that’s not the case, please see our Google Analytics for Beginners guide.

Google Tag Manager Account Setup
Add Google Analytics Tag to Google Tag Manager
Add Google Tag Manager to WordPress Without Plugins
Verify Google Analytics Tracking

Add Facebook Pixel Tag to Google Tag Manager
Verify Facebook Pixel Tracking

Google Tag Manager Account Setup

  1. Visit the Google Tag Manager website
  2. Click the Create Account link
  3. Enter an Account Name
  4. Choose your Country
  5. Enter the URL of your website for the Container Name
  6. For the Where to use container setting, choose Web
  7. Click Create
  8. Check the I also accept box and click Yes to accept the terms
  9. Close the Install Google Tag Manager dialog box
  10. Click the Submit button in the upper right of your screen
  11. Click the Publish button in the top right of the screen
  12. Click Skip

Add Google Analytics Tag to Google Tag Manager

  1. Log into your Google Analytics account
  2. Go to Admin > Tracking Info
  3. Click Tracking Code
  4. Copy your Tracking ID (UA-xxxxx…)
  5. Go back to Google Tag Manager and click the Workspace tab
  6. Click Add a new tag
  7. Click on the Tag Configuration box
  8. Select Google Analytics – Universal Analytics
  9. Check the Enable overriding settings in this tag box
  10. Paste your copied Tracking ID into the Tracking ID box
  11. Click the Triggering box
  12. Click All Pages
  13. Click Save
  14. Name your tag something like “GA – Univeral”

Add Google Tag Manager to WordPress Without Plugins

We highly recommend that you use a child theme, if you’re not already, so the changes we make here are not lost when you update your parent theme.

Our preference is to do the job without adding additional plugins to the mix. While there are plugins available for these steps, we found that there is the same amount of work/complexity involved when using those plugins.

  1. Connect to your website via FTP, using an FTP client such as FileZilla. (Note: As a general rule, you should always have access to your website via FTP, for troubleshooting purposes and general file management.)
  2. Browse to your parent theme (wp-content > themes)
  3. Download a copy of the header.php file from your parent theme to your local workstation
  4. Edit the downloaded header.php file using your preferred text editor
  5. Pull up Google Tag Manager and go to the Admin tab
  6. Click Install Google Tag Manager
  7. Using the easy instructions provided, copy/paste the code snippets into the header.php file, and save
  8. Using your FTP client, browse to the child theme folder
  9. Upload your edited header.php to the root of your child theme folder

Verify Google Analytics Tracking

Note: Before you begin, if you have already configured a filter in Google Analytics, to exclude your IP address, you can either temporarily remove that filter, do the steps below on a different network, or you can create a new Google Analytics view to hide your own traffic.  It’s easiest just to remove your IP filter, temporarily.

  1. Pull up Google Tag Manager and go to the Workspace tab
  2. Click on the Preview button in the upper right corner of your screen
  3. From the same exact browser, open up a new tab and browse the website you’re tracking
  4. If tracking is working properly, you will see a Tag Manager info box on every page of your website (Note: You may need to hard refresh your browser to see the preview kick in.)

Once you verify that tracking is working properly, be sure to turn off Preview Mode, by returning back to Google Tag Manager and clicking Leave Preview Mode.

Add Facebook Pixel Tag to Google Tag Manager

  1. Go to your Pixels tab in Facebook Event Manager
  2. Click the Get Started button in the Facebook Pixel: Track Website Activities section
  3. Put in your website name for your Pixel Name
  4. Put in your website URL
  5. Click Create
  6. For the Install Facebook Pixel dialog box, click Connect a Partner Platform
  7. Choose Google Tag Manager
  8. Click Continue
  9. Enable Turn On Automatic Advanced Matching
  10. Click Continue
  11. Choose your Google account
  12. Click Allow
  13. Click Finish Setup
  14. Go back to Google Tag Manager
  15. Click Triggers
  16. Click New
  17. Click the Trigger Configuration box
  18. Choose Page View
  19. Click Save
  20. Click Save
  21. Click the Submit button in the upper right of your screen
  22. Click Publish
  23. Click Skip

Verify Facebook Pixel Tracking

  1. Go to Facebook Event Manager
  2. Select your Data Source (should be the name of the Pixel you just created)
  3. Go to the Test Events section
  4. Browse your website pages
  5. Look back in the Test Events section and you should start to see Page View entries appear under Receiving Activity

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