Google Tag Manager - How to migrate to V2 interface

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#tatvicwebinar 1 1 Everything You Need to Know about Google Tag Manager (GTM) V2

Transcript of Google Tag Manager - How to migrate to V2 interface

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Everything You Need to Know about

Google Tag Manager (GTM) V2

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About Phil Pearce

Web Analytics

Exchange

mentor

750 GA

questions answered

Tracking

protection

group

Welcome Phil Pearce Google Analytics Expert and GTM specialist

www.linkedin.com/in/philpearce

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Google Tag Manger

Outline

Feb 2015

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Outline

1. Difference between GTM V1 & V2

2. Walkthrough of new GTM V2 interface & triggers

3. How to upgrade & upgrade checklist

4. Mistakes to avoid when upgrading

5. Questions

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Q: How many GTM installations have YOU done?

Newbie: 1-2 installation

Experienced: 3-4 installation

Advanced: 4+ installation

Poll

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I am on my 20th installation...

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...ask LOTS of questions

at the end, via the chat window!

So please...

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1. Difference between GTM V1 & V2

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1. Difference between GTM V1 & V2

•Names have changed

•New features

•Auto-event tag workflow

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1. Difference between GTM V1 & V2

Macros Variables

• Runtime Values

Rules Triggers

• Conditions

Tags

• HTML code that added to pages

Names

• Macros = Variables

• Rules = Triggers

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1. Difference between GTM V1 & V2

New features

• {{Container ID}} macro

• Element ID`s split into Form ID`s & Click ID`s

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1. Difference between GTM V1 & V2

• Custom Defaults for Variables now possible

.

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1. Difference between GTM V1 & V2

Auto-event tag workflow

• Now very different & hopefully simpler

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What has not changed

• DataLayer, code snippet and number of Template tags have not changed

It is just the User Interface is different

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Custom HTML is unchanged

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2. Walkthrough of new GTM V2 interface & triggers

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Walkthrough of new GTM V2 interface & triggers

Walkthrough of new GTM V2 interface & variables

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I am just going to open up old UI to...

-Show summary

-Variables

Walkthrough of new GTM V2 interface & triggers

Example container: Login: [email protected] Password: philrulesgtm3 bootstrap - OLD UI [JSON file] bit.ly/oldgtm bootstrap - NEW UI [JSON file] bit.ly/newgtmv2

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Create New Click listener trigger example...

Walkthrough of new GTM V2 interface & triggers

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Walkthrough of new GTM V2 interface & triggers

New Triggers workflow

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Walkthrough of new GTM V2 interface & triggers

Walkthrough of new GTM V2 interface & triggers

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Trigger position now easier to set

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3. How to manually upgrade

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Live example of a manual migration using http://enhancedecommerce.appspot.com/

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4. Mistakes to avoid when upgrading

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4. Mistakes to avoid when upgrading

1. Variable name typos 2. Double Triggers 3. Change All pages or Global Blocking rules 4. Export to a new V1 account, and press

migrated to test the auto-migrations. 5. Using a QA environment or injected GTM

browser tests 6. Do basic GTM training to reduce errors

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4. Mistakes to avoid when upgrading

And... Be careful of the “one click” to publish button ;)

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Planning GTM

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Free GTM dev guide: bit.ly/gtmdevguide2

Pls join GTM community on Google+

bit.ly/gtmcommunity

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Quiz

1. Does manually upgraded effect the GTM accountID snippet?

2. Does automatically upgraded effect the GTM accountID snippet? (once available)

3. How do you compare V1 with V2 to check that it worked?

4. Name 1 of 6 common GTM migration mistakes ?

5. What happens if you do nothing in early May (i.e once auto-migrations starts?)

6. How do you cancel an auto-migrations?

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Questions ?

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Phil Pearce Twitter: @philpearce Also find me on G+ forum and Slideshare http://www.slideshare.net/phildpearce

Thank You!

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Appendix: How a dataLayer can help SEO

Slides: bit.ly/seodatalayer2

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Universal Questions (pg9 of guide)

1. Parallel or Straight migration

– 90% of the time Parallel migration

2. Has client customised session timeout from 30mins/6m?

3. After upgrade - add ignore referrals for clientdomain.com + paypal.com etc

4. Are any plugins using GA classic? (e.g sharethis, call-tracking) and did these use pageTracker name? If yes, set pageTracker name in GTM.

5. Legacy CRM cookie integration used?

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Migration process Questions (pg10 of guide)

1. Getting IT buy-in & clients development resources

2. Tactical planning

3. Technical planning

4. Naming conventions plan

5. Quality Assurance plan/process

6. Reducing Human errors (IT dept on-boarding/training process)

7. Security planning on Google Account