There are several benefits to using Google Tag Manager, including conversion tracking, asynchronous loading, malware protection, and (probably the most significant benefit) the ability to create a tag once and deploy it to numerous pages across your org instantly.
Let's set this up in just a few steps!
Step 1: Install GTM
Important
This article makes the assumption that you have a working knowledge of Google Tag Manager and its setup process. The examples provided within this article are for informational purposes only, and we do not recommend deploying them on a live production page without the help of an experienced developer.
Follow Google's instructions to complete this step. This part is on you!
Login to tagmanager.google.com and create or use an existing Account. Each Account will have a unique ID and <head> / <body> code you will implement on your landing page.
Some CMS systems like WordPress have plugins that make installation a one-click process.
Step 2: Create a trigger
Chili Piper should not be run on every page. Instead, you should only load Chili Piper on the pages that contain your web forms. This is where "triggers" come into play.
Aptly named, triggers define what websites or actions trigger your tags to run.
Click "Triggers" -> "New"
For example, here is a trigger that will be loaded upon initializing a form with the ID "chiliform".
There are several trigger options available to you, but you should specify the landing page URL to ensure the code isn't run on other pages accidentally.
Suppose the tag fails to load on your landing page. Make sure your trigger has been set up correctly, and try again.
Advanced users have plenty of custom triggers to choose from, including DOM elements loaded, form submissions, custom browser events, and even the completion of someone watching a video!
Step 3: Create a new Tag
Click "Tags" -> "New"
The type should be "Custom HTML".
Example setup by including your Chili Piper embed snippet from your Concierge router.
Make sure to connect the trigger that you created in the previous step to this new tag! A tag without a trigger will not run.
For bonus points, this is where you could also include Google analytic push events to do tracking!
Your code may be different depending on your implementation (HubSpot Form, Pardot, custom, etc.). Reach out to Support or your Customer Success Manager if you have questions.
Step 4: Submit changes
Any errors should be displayed here, but if all is good, your changes will be live on the form's landing page!
Step 5: Test!
Head to the landing page - fill out the form, and click submit.
The trigger was set up correctly if your tag has the proper code for your implementation. Of course, assuming the Google Tag Manager script was installed, you should see a Chili Piper Calendar pop up!
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