The Configuration Checklist - Google Tag Manager

Updated 10 months ago by Angelo Matheou

Welcome to Aptrinsic!  

Although the initial installation should be straight-forward, we’ve put together this checklist to make it dead simple. 

This Install Checklist is for those who ARE using a Google Tag Manager (GTM) for tag management.  If you are using another method, please click on one of the below:

Still here?  Great, once you complete the below steps, your Aptrinsic Installation will be complete so that your events and their associated users/accounts from your product will be flowing into Aptrinsic.


STEP 1:  Create your Product Definition and Aptrinsic Tag Code

Navigate to Account Settings->Products and create your product definition, for example:

Once created, you’ll need to create a tag for this product by entering in the URL of your Web Application and clicking on the orange Generate button.  

The URL you enter is for informational purposes only and what you enter there does not impact your use of Aptrinsic.  Nevertheless, it is good practice to enter in the URL there to keep track of which of your products is assigned to which tags.

Now you have created the tag that will be associated with your product & channel (i.e. Web App or Website).

If you also have a website that you want to track leads from, click the Website tab, enter in the URL for your website and again, click the Generate button to create the tag for the website channel.

NOTES:

  • You have the ability to create, track and build engagements for more than a single product!  Just repeat the process for your additional products
  • You may also want to define one product for each of your environments that you plan on using with Aptrinsic (i.e. staging, production)
  • The free version of Aptrinsic allows for one product definition

Step 2: Setup Aptrinsic in Google Tag Manager (GTM)

If you do not already have a Google Tag Manager Container setup for your website and product, follow these directions:  (https://support.google.com/tagmanager/answer/6103696?hl=en).

Now that your container is installed, you're ready to add the Aptrinsic Tag.  In Google Tag Manager, click on “Accounts” and select your account:

Click on “Tags” from the navigation menu, then click “New”.  Next, set the tag type for Aptrinsic as “Custom HTML”. Then, copy the tag from the Product Settings screen for the product you are setting up and paste into the tag text box.  

Finally, specify triggers for “All Pages” and click “Save” button.  Change the name to “Aptrinsic Tag” (note: you may also want to specify your product or site in the tag name).

You can then preview the tag which will give you an opportunity to make sure everything looks and behaves as expected.

When you're ready, click “Submit” in the upper-right corner of the screen to begin publishing your changes.  Enter a Version Name and Version Description to describe what was changed, then click “Publish”.


STEP 3: Make the Identify call (developer assistance needed) 

The identify() call is javascript code that your developer will also need to add to your product. This call should be made from your application from where the user authenticates so that your web application can provide user and account information of the user that is generating & sending events to Aptrinsic. 

We've created a below sample message that you may want copy/paste and send off to your development team.

******************************************************************
***  BEGIN SAMPLE EMAIL TO DEVELOPER TEAM  ***
******************************************************************

Hi Development Team,

We've signed up to use a vendor called Aptrinsic that will allow us to build in-application experiences (i.e. tooltips, sliders and guides) to help us with product adoption & user retention. 

We have set up our Google Tag Manager account with the Aptrinsic tag but as a final step, need to make the below identify() call to the location of where the authentication code takes place in our web app so that events collected are correlated with the correct user/account.

If you can be sure to include all of the known user and account attributes that we have for that user and account.  Click here to see a list of all attributes available to us, we can always add more custom attributes as needed.

          window.aptrinsic('identify',
          { // User Info
          // Required
          'id': '1',  // Can be a unique id such as a number, GUID or email address
          // Optional
          'email': jane@acme.com',
          'lastName': 'Rox',
          'type':'N/A',
          // add custom attributes
          'department':'product'
          },
          { // Account Info
          // Required
          'id':'100',
          // Optional
          'name':'Acme, Inc.',
          'website’:'www.acme.com',
          // add custom attributes
          'vertical':'Fintech'
          });

******************************************************************
***  END SAMPLE EMAIL TO DEVELOPER TEAM  ***
******************************************************************


STEP 4: Wait for your dev team’s next code push :)


STEP 5: Verify user event data is flowing into Aptrinsic

Once your developers confirmed that the above steps have been completed and the code has been pushed, you can confirm that all is good by logging into your Aptrinsic subscription and you should see events, users and accounts flowing in.

To confirm, navigate to the audience explorer

 Select one of the users and click on the Full Profile green button and you should see Recent Activity!

Check out our Troubleshooting Guide FAQ for more help if you are not seeing users or events flowing into your Aptrinsic subscription. 

INSTALLATION COMPLETE... you are now ready to start using Aptrinsic!

Now, check out our Instrument your Product guides to get started :)




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