google tag manager - how to migrate to v2 interface
TRANSCRIPT
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About Phil Pearce
Web Analytics
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mentor
750 GA
questions answered
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Welcome Phil Pearce Google Analytics Expert and GTM specialist
www.linkedin.com/in/philpearce
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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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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
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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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
Walkthrough of new GTM V2 interface & triggers
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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
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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Free GTM dev guide: bit.ly/gtmdevguide2
Pls join GTM community on Google+
bit.ly/gtmcommunity
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GTM training playlist on youtube
https://www.youtube.com/playlist?list=PLFwbZ-mNsefUvq930NjgBoQeTUX6foIhP
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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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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