7 | Integration

7 | Integration


Google Analytics Integration

Google Analytics provides free tools to analyze business data in one place for smarter decision-making.


If you would like to integrate Google Analytics with Flowte follow these steps: 


  1. CRM>Integration>Integration 

  2. Situated on the top left of the Integration Settings, you will find Google Analytics. 

  3. Locate your Google Analytics ID and paste it into the relevant section, then click “save”.


If you do not have a Google Analytics account, you can click on the “Get a Google Analytics account” button where you will be redirected to the website where you can follow the directions accordingly. 


To find your Google Analytics ID: 


1. Log into your Google Analytics account.
2. Click “Admin” from the navigation sidebar.

3. Select “Tracking Info” in the second column. Then click “Tracking Code” from the drop-down menu.

You’ll see your tracking ID on the new screen to the right.

Google Tag Manager 

Google Tag Manager is a tag management system (TMS) that allows you to quickly and easily update measurement codes on your website or mobile app.


If you would like to integrate Google Tag Manager with Flowte follow these steps: 


  1. CRM>Integration>Integration 

  2. Situated in the top middle of the Integration Settings, you will find Google Tag Manager. 

  3. Locate your Google Tag Manager ID and paste it into the relevant section, then click “save”.


To get a Google Tag Manager account, click the button provided. You can find your Google Tag Manager ID on the top right of the Tag Manager page. Setting Up Google Tag Manager:
 1. Create a Google Tag Manager Account:
- Go to Google Tag Manager.

- Sign in with your Google account.
- Click on "Create Account" and follow the instructions to set up your GTM account.
2. Create a Container:
- After setting up the account, click on "Create Container."
- Enter a name for your container (typically your website name).
- Choose the environment (e.g., Web). 3. Install the GTM Code:
- After creating the container, you'll be provided with a GTM container code snippet.
- Add this snippet to every page of your website, ideally just after the opening <body> tag.

Adding Tags with Google Tag Manager:

 1. Access the GTM Dashboard:
- Go back to the GTM interface.
- Click on your container to access the GTM dashboard.
2. Understanding Workspaces:
- GTM uses the concept of "workspaces." Create a new workspace for each major change or set of tags to keep things organized.
3. Adding a Tag:
- In your workspace, click on "Tags" in the left sidebar.
- Click on "New" to create a new tag.
4. Choose a Tag Configuration:
- Select the type of tag you want to add (e.g., Google Analytics, Facebook Pixel).
- Configure the tag based on the requirements of the tool you're integrating.
5. Configure Triggers:
- Triggers determine when your tag should fire. Click on "Triggering" to add a new trigger.
- Choose from predefined triggers or create a custom one. For example, you might create a trigger that fires on all pages or only on specific pages.
6. Preview and Debug:
- Before publishing changes, use the "Preview" mode to see how your tags behave in a testing environment.
- Click on "Submit" to publish your changes once you're satisfied.

 Common Tag Configurations:

 1. Google Analytics Tag:
- Set up a Google Analytics tag by selecting "Google Analytics: Universal Analytics" as the tag type.
- Configure the tag with your Google Analytics tracking ID.
2. Facebook Pixel Tag:
- For Facebook Pixel, choose "Facebook Pixel" as the tag type.
- Enter your Facebook Pixel ID and configure any additional settings.
3. Custom HTML Tag:
- Use the "Custom HTML" tag type to add custom code snippets.
- Paste your code into the HTML field and configure triggers.
4. Variables:
- GTM allows you to create variables that store and reuse information.
- Common variables include page URLs, click text, and custom JavaScript variables.
5. Testing and Debugging:
- Always test your tags in the GTM preview mode before publishing changes.
- Use the "Preview" button to enter preview mode and test the tags on your live website.

 Advanced Features:

 1. Folders and Naming Conventions:
- Organize your tags, triggers, and variables using folders.
- Establish a clear naming convention for consistent tracking.
2. Version Control:
- GTM automatically creates versions of your container when you publish changes.
- Use version history to roll back to a previous state if needed.
3. Collaboration:
- Add collaborators to your GTM container by inviting them via email.
- Specify permissions for each collaborator.
4. Built-In Tags and Templates:
- GTM offers built-in tags and templates for common tools.
- Explore the tag template gallery for easy integration.

 Publishing Changes:

 1. Publishing Changes:
- Once you've tested your tags and are satisfied with the setup, click "Submit" to publish your changes.
- Changes won't take effect on your live site until you publish them.
2. Review and Monitor:
- Regularly review your GTM setup to ensure it aligns with your tracking requirements.
- Monitor tag firing and troubleshoot any issues that may arise.

Advertise on Google Search and Maps to reach potential customers. Pay only for results, such as clicks to your website or calls to your business.


If you would like to integrate Google Ads with Flowte follow these steps: 


  1. CRM>Integration>Integration 

  2. Situated on the bottom left of the Integration Settings, you will find Google Ads. 

  3. Insert “Conversation ID” in the relevant field. 

  4. Insert “Format” in the relevant field. 

  5. Insert “Tag” in the relevant field. 

  6. Insert “Colour” in the relevant field using the hex code for the required colour. 

  7. Insert “Image URL” in the relevant field. 

  8. Select either “True” or “False” for remarketing.

  9. Then click the “save” button.



Google Analytics conversion Tracking

Page views on your website are measured through a page_view event in Google Analytics.
However, it cannot be labelled as a conversion since it records all page views.
To track specific page views, a separate event needs to be created based on the page_view event.

Step 1:

To track conversion on a confirmation page, create a separate event using the page_view event.
It's recommended to use the generate_lead recommended event instead of custom events to utilize new features in Analytics.

You should use recommended event whenever possible, instead of custom events,
 to take advantage of new Analytics features as they become available.

  1. In Google Analytics, click Admin.
  2. Make sure you are in the correct account and property.
  3. In the Property column, click Events.
  4. Click Create event and then Create.
    If you don't see the Create event button, you don't have permission to create events.
  5. In the Custom event name field, enter a name for the event. In this example, enter "generate_lead".
  6. In the Matching conditions section, enter the first matching condition. In this example, enter "event_name equals page_view".
  7. Click Add condition.
  8. Enter the second matching condition. In this example, enter "page_location equals https://www.example.com/contact-us-submitted".
  9. In the Parameter configuration section, click Add modification twice. Because you are using a recommended event, you need to define each of the required parameters. Otherwise, Google Analytics will treat the event as a custom event.
  10. In the first row, enter parameter "value" and value "100" to define the value of the lead in this example.
  11. In the second row, enter parameter "currency" and value "USD" in this example.
  12. Click Create.


Step 2: Mark the event as a conversion

Analytics hasn't received the new event yet, so you need to preemptively mark the event as a conversion.

  1. In Google Analytics, click Admin.
  2. Make sure you are in the correct account and property.
  3. In the Property column, click Conversions.
  4. Click New conversion event.
  5. Enter the name of the new event, "generate_lead".
Verify the conversion event

To verify a conversion event, wait for the configuration to apply, visit the confirmation page,
and check the Conversions by Event name card in Realtime report for "generate_lead". If displayed,
Analytics recognizes it as a conversion.



Report on conversions:

The quickest way to see all your conversions is in the Conversions report.
The Conversions report shows you which conversion actions are most common, how many people performed each action,
 and how much revenue is associated with each action. 
The default conversion counting method is Once per event. 

You can click an event name in the report to see more information about the event,
including the number of times the event was triggered (event count)
and the number of times it was triggered recently (event count in the last 30 minutes).



Next, you can go into the User acquisition report and select "generate_lead" from the drop down under Conversions.
When you select the the conversion event from the drop down, you will be able to see the default channel grouping associated with
 a user's first session that generated the most conversions.
The Conversions metric is available in most other reports.



Finally, you can go into the Conversion paths report in Advertising.
The Conversion paths report helps you understand your customers’ paths to conversion
and how different attribution models distribute credit on those paths.

Facebook Pixel Tracking

How to Add Facebook Pixel to Google Tag Manager

To add the Facebook Pixel manually to GTM:
  1. To add the Facebook Pixel manually to GTM:
  2. Log into your Google Tag Manager workspace by going to tagmanager.google.com
  3. Click Tags on the left hand side, then click New
  4. Give your tag a name, like “FB – Pixel”
  5. Under Tag Configuration, choose the “Custom HTML” tag type
  6. Paste your Facebook pixel code² into the “HTML” box.
  7. You can find your pixel code by going to the Facebook Event Manager
  8. Once you’re in the right Ad Account, make sure you’ve selected the correct pixel or create a new one
  9. Choose “Install code manually”
  10. Copy the full pixel code including the script, non-script, and comments and Paste into the Custom HTML tag in GTM
  11. Under Triggering, select the All Pages trigger
  12. Click the blue Save button in the top right corner


Pixel code example, but replace both instances of 9999999999999999 with your real pixel ID.

<!-- Facebook Pixel Code -->
<script>
!function(f,b,e,v,n,t,s)
{if(f.fbq)return;n=f.fbq=function(){n.callMethod?
n.callMethod.apply(n,arguments):n.queue.push(arguments)};
if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';
n.queue=[];t=b.createElement(e);t.async=!0;
t.src=v;s=b.getElementsByTagName(e)[0];
s.parentNode.insertBefore(t,s)}(window, document,'script',
'https://connect.facebook.net/en_US/fbevents.js');
fbq('init', '9999999999999999');
fbq('track', 'PageView');
</script>
<noscript><img height="1" width="1" style="display:none"
src="https://www.facebook.com/tr?id=9999999999999999&ev=PageView&noscript=1"/>
</noscript>
<!-- End Facebook Pixel Code -->

After you hit Save, your Facebook pixel has now been added to Google Tag Manager.

Cart Abandonment Tracking

  1. Sign in to your Google Analytics account.
  2. Go to the Admin section.
  3. In the View column, click on Goals.
  4. Click the New Goal button and give it a name.
  5. Select "Custom" and click "Next Step."
  6. Select "Event" as the goal type and click "Next Step."
  7. Enter "shopping cart abandonment" or a similar name as the Event Category.
  8. Enter "add to cart" or a similar name as the Event Action.
  9. In the Event Label field, enter "{{product}}" to capture the product name.
  10. Set the value to 0 since you don't want to add any additional value to the cart.
  11. Click "Create Goal" to finish.

Now you have set up an event to track shopping cart abandonment. You can view this data in the "Conversions" > "Goals" > "Goal URLs" report.