How to Migrate to v2 Interface on Google Tag Manager
Transcript
1. #tatvicwebinar11 Everything You Need to Know about Google Tag Manager (GTM) V2
2. #tatvicwebinar2 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
3. #tatvicwebinar3 Google Tag Manger Outline Feb 2015
4. #tatvicwebinar4 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
5. #tatvicwebinar5 Q: How many GTM installations have YOU done? Newbie: 1-2 installation Experienced: 3-4 installation Advanced: 4+ installation Poll
6. #tatvicwebinar6 I am on my 20th installation…
7. #tatvicwebinar7 …ask LOTS of questions at the end, via the chat window! So please…
8. #tatvicwebinar8 1. Difference between GTM V1 & V2
9. #tatvicwebinar9 1. Difference between GTM V1 & V2 • Names have changed • New features • Auto-event tag workflow
10. #tatvicwebinar10 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
11. #tatvicwebinar11 1. Difference between GTM V1 & V2 New features • {{Container ID}} macro • Element ID`s split into Form ID`s & Click ID`s
12. #tatvicwebinar12 1. Difference between GTM V1 & V2 • Custom Defaults for Variables now possible .
13. #tatvicwebinar13 1. Difference between GTM V1 & V2 Auto-event tag workflow • Now very different & hopefully simpler
14. #tatvicwebinar14 What has not changed • DataLayer, code snippet and number of Template tags have not changed It is just the User Interface is different
15. #tatvicwebinar15 Custom HTML is unchanged
16. #tatvicwebinar16 2. Walkthrough of new GTM V2 interface & triggers
17. #tatvicwebinar17 Walkthrough of new GTM V2 interface & triggers Walkthrough of new GTM V2 interface & variables
18. #tatvicwebinar18 I am just going to open up old UI to… -Show summary -Variables Walkthrough of new GTM V2 interface & triggers Example container: Login: coolgtmstuff@gmail.com Password: philrulesgtm3 bootstrap – OLD UI [JSON file] bit.ly/oldgtm bootstrap – NEW UI [JSON file] bit.ly/newgtmv2
19. #tatvicwebinar19 Create New Click listener trigger example… Walkthrough of new GTM V2 interface & triggers
20. #tatvicwebinar20 Walkthrough of new GTM V2 interface & triggers New Triggers workflow
21. #tatvicwebinar21 Walkthrough of new GTM V2 interface & triggers Walkthrough of new GTM V2 interface & triggers
22. #tatvicwebinar22 Trigger position now easier to set
23. #tatvicwebinar23 3. How to manually upgrade
24. #tatvicwebinar24 Live example of a manual migration using http://enhancedecommerce.appspot.com/
25. #tatvicwebinar25 4. Mistakes to avoid when upgrading
26. #tatvicwebinar26 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
27. #tatvicwebinar27 4. Mistakes to avoid when upgrading And… Be careful of the “one click” to publish button 😉
28. #tatvicwebinar28 Planning GTM
29. #tatvicwebinar29 Free GTM dev guide: bit.ly/gtmdevguide2 Pls join GTM community on Google+ bit.ly/gtmcommunity
30. #tatvicwebinar30 GTM training playlist on youtube https://www.youtube.com/oops mNsefUvq930NjgBoQeTUX6foIhP
31. #tatvicwebinar31 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?
32. #tatvicwebinar32 Questions ?
33. #tatvicwebinar33 Phil Pearce Twitter: @philpearce Also find me on G+ forum and Slideshare https://www.slideshare.net/phildpearce Thank You!
34. #tatvicwebinar34 Appendix: How a dataLayer can help SEO Slides: bit.ly/seodatalayer2
35. #tatvicwebinar35 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?
36. #tatvicwebinar36 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
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