Google Tag Manager integration for Checkout modal

Integrating Google Tag Manager (GTM) into your Checkout modal simplifies tag management for marketing and analytics, providing valuable insights for campaign optimization. It allows you to easily track user interactions without having to change the code of your website.

Before setting up GTM integration, make sure you have the following:

• Administrative access to your organization's GTM account.
• GTM installed on your website. See Google's documentation for installation instructions.

For the most popular tools, we have two pre-built templates for GTM: one for integration with Google Analytics and one for integration with Meta Pixel. These templates include all the triggers and variables supported by Fundraise Up. We recommend that you import the appropriate template container and merge it with your existing container using the instructions below.

1. Log in to Google Tag Manager.
2. Go to the Admin section in the upper left corner of the screen.
3. Select Import Container.
4. Select Choose Container file and upload the JSON template file that you’ve downloaded.
5. Select the Existing option to import the template file to your existing container.
6. Select Merge as your import option.
7. Select Rename conflicting tags, triggers, and variables.
   Ensure that you select the Merge option before continuing. Selecting the Overwrite option will replace your existing configuration with the template’s settings.
   
   Our template contains the Fundraise Up Google tag, which is a general GA4 (Google Analytics 4) tag. If you already use a GA4 tag under a different name, please delete the Fundraise Up Google tag from the Tags tab to avoid duplicating data.
8. On the import preview screen, select Confirm to finish importing the template file.

The import is now complete and you can use the new triggers and variables with your tags. For configuration instructions, please refer to the following guides:

• Google Analytics
• Meta Pixel

If you want to use a different analytics tool or set up GTM manually, you can configure the GTM triggers, variables, and tags yourself.

Fundraise Up pushes events to Google Tag Manager based on user interactions. For the Checkout modal, we push three events: checkoutOpen, checkoutClose, and donationComplete. This page describes the behavior of these events and sample payloads for each.

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 checkoutOpen,donationComplete, or checkoutClose. 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.
   

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.

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.
   

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 Checkout modal 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.

Integrating Google Tag Manager with your Campaign Pages involves different steps. For more information, please see the dedicated guide.