Google Tag Manager integration for Campaign Pages

Overview

Integrating Google Tag Manager (GTM) with your Campaign Pages through Fundraise Up is designed to streamline the process of managing marketing and analytics tags, enabling a more efficient way to gather insights and optimize your campaigns. This functionality is focused on providing a seamless experience for understanding user interactions without the need for direct code modifications.

Prerequisites

Administrative access to your organization’s Google Tag Manager account.

Enabling GTM Integration

Step 1: Get GTM container ID

1. Log into your Google Tag Manager account.
2. Select or create a new container for the Campaign Page.
3. In your workspace find and copy the GTM Container ID, formatted as GTM-XXXXXXX, and save it somewhere.
   

Step 2: Adding GTM container to Fundraise Up

1. Access your Fundraise Up Dashboard and proceed to the Settings.
2. Navigate to the Analytics tools section and find for the Google Tag Manager block.
3. Click the Add container button and input your GTM Container ID.
4. Click Add container to confirm.
   

Setting up analytics tools in the GTM Container

This section details the steps needed to set up the required analytics tools in your GTM container for effective tracking on Campaign Pages.

Please be aware of the limitations regarding tag additions through GTM. We allow only approved analytics systems and advertising trackers. Here is a list of tools approved for integration through GTM:

For the most popular tools, Google Analytics and Meta Pixel, we have specific guides on how to configure them for use on Campaign Pages:

Step 1: Configuring GTM’s triggers

Fundraise Up pushes specific events into the DataLayer on Campaign Pages, such as checkoutOpen and donationComplete, which are pivotal for tracking the user journey and interactions on your Campaign Pages.

To effectively track these events, you should create triggers in GTM:

1. Navigate to Triggers: Within your GTM dashboard, click "New" to create a new trigger and select the "Custom Event" type.
   

   

2. Configure the event: Assign the trigger to listen for events such as donationComplete or checkoutOpen. To do this, set the "Event name". For example, use FundraiseUp.donationComplete for the donationComplete event, or FundraiseUp.checkoutOpen for the checkoutOpen event.
   

   To ensure that events can be attributed to specific campaigns, include variables such as Campaign ID in your trigger conditions.

3. Save your trigger: Clearly name your trigger for easy identification later on and save it.
   

Step 2: Configuring GTM’s variables (optional)

Configuring additional variables in GTM is an optional step that becomes necessary when you need to further customize your tracking setup for enhanced data collection and analysis. Variables are utilized to dynamically populate tags and triggers with specific values, allowing for more detailed and targeted insights.

This step is particularly relevant if you wish to capture specific information that goes beyond the standard tracking setup, such as unique Campaign IDs or user-specific actions. By customizing your variables, you gain the ability to segment and analyze your data more effectively, leading to deeper insights and more informed decision-making.

1. Navigate to Variables: Go to the Variables section in your GTM dashboard and click New button.
2. Variable configuration: you must use a Data Layer Variable type. For example, to capture Campaign ID, you might input FundraiseUp.campaign.id as Data Layer Variable Name. You can learn more about the events and parameters that Fundraise Up sends by exploring our parameters guide.
3. Name and Save: Give your variable a descriptive name, such as Fundraise Up Campaign ID, configure it according to your needs, and save it.

Step 3: Configuring GTM’s tags

Once you have configured your triggers and variables, the next step is to create tags that will be fired based on those triggers. This allows you to send specific data to your tools whenever the defined events occur.

1. Navigate to Tags: In your GTM dashboard, click New to create a new tag.
   

2. Tag configuration: Choose a tag type for the appropriate platform or create a new Custom HTML Tag.
3. Configure tag: Input the necessary information for tracking the event.
4. Incorporate variables if needed: You have the option to add variables to your tag configuration. This can be particularly useful for customizing the data sent with each event, such as user details or session-specific information, enhancing your data's granularity and relevance.
5. Select trigger: Assign the trigger you created for this event in the previous step.
6. Save your tag: Name your tag appropriately and save it.
   

Step 4: Testing and publishing

Before making your GTM container live, it's essential to test the configurations:

1. Preview mode: Enable Preview mode in GTM to test your tags, triggers, and variables.
2. Verify tags fire correctly: Navigate through your Campaign Pages and perform actions that should trigger your tags. Verify that the tags fire as expected.
   

3. Publish: Once you are satisfied with the setup and have verified that everything is working as intended, publish your GTM container changes.

This completes the integration of Google Tag Manager with your Fundraise Up Campaign Pages. By following these steps, you can enhance your ability to analyze and optimize your fundraising campaigns effectively.