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SOP-083

How to setup most tools on your website using GTM

Almost every third-party marketing tool nowadays requires a snippet of code to be added to your website, this SOP takes you step by step on how to do it

Type SOPs · PDF
Execution time ~10 minutes
Last updated 25 July 2024
Who does this Your webmaster or the person responsible for installing this tool
Length 8 pages

Goal

To install (almost) any SAAS tool on your website correctly

Ideal outcome

The code from your tool is installed in the pages where you want it to

Why it matters

Installing tools through Google Tag Manager allows you or any other members of your team (even if they do not know how to code) to make changes to them on the fly and know which tools are showing up where at any moment

Before you start

Google Tag Manager needs to already be running on your website, if you haven’t already you can follow other SOPs available for WordPress SOP 004 (web version), Shopify SOP 065 (web version), and Squarespace SOP 066 (web version)

Key steps 9 steps

What is inside 12 headings

1 Environment setup

2 Understand if (and how) your tool can be installed through GTM

3 Install your tool using Google Tag Manager 9

  1. Log into Google Tag Manager here .
  2. Select the account that you want to use (the one that is being used on the site on which you want to install your tool):
  3. Back in Google Tag Manager, click Tags > New
  4. Name your tag (give it a relevant name, for example: [Name of tool] - [Description]) and click anywhere in the “Tag Configuration” section:
  5. Paste the code snippet that you retrieved from the first chapter of this SOP onto the HTML section:
  6. Paste the code snippet that you retrieved from the first chapter of this SOP onto the HTML section:
  7. Click “Triggering”:
  8. Click ‘Submit’
  9. Add a descriptive ‘Version name’ and ‘Description’ and Click ‘Publish’:

The document 8 pages

The file is locked

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