Google Tag Manager simplifies the process of making any changes to your website, tracks results, saves time, and a lot more. Hence, segmenting your users using GTM makes its implementation, for you, easier, reducing technical hassles.
Here is a detailed process flow to segment your subscribers with Google Tag Manager.
1) Set up an Account, Account name and click Continue
Sign in to https://tagmanager.google.com, and set up an account. Add an Account name of your choice and click on Continue.
2) Set up container name, where to use container - Web, and click on create
Once you have set up the Account, you’ll be prompted to Setup Container. Here, type the Container name, that is, your website name. Under the option, ‘Where to use container’, click on Web. Now click on Create. Please refer to the image below.
3) Click on Yes to Google Tag Manager terms of service agreement
A box will appear, asking for you to agree/disagree with Google Tag Manager terms of service agreement. Click on Yes which will be shown on the top right corner of the page.
4) Copy paste code, as displayed in the GTM instructions and click OK
To install Google Tag Manager on your website, follow the instructions that will now appear. Please take a look at the image below for reference. Please remember to open your website on another tab, keeping the GTM tab open. Once you have done this, please click on OK.
5) Under Workspace, click on Triggers
After clicking on OK, go back to the tab on which GTM account is open. Under Workspace, on the left side of the panel, click on Triggers, as shown in the image below.
6) Click on 'New'
Now, you’ll see a red button, that says ‘New’. Click on it.
7) Type Trigger name and click on the edit symbol in the box
You would now want to name your Trigger. We have named it TyrionLannister. Once naming it, click on the Edit icon in the right side, as shown in the image below. Or you could also click anywhere in the blank space of the box.
8) Click on Page view under Choose Trigger type
Now, you’ll be asked to Choose Trigger type. Click on Page View, as shown in the image below.
The Page View type trigger enables you to add a user to a particular segment when s/he lands on a certain page/URL, if the URL of that page contains that category/segment name.
9) Click on Some Pages under This Trigger fires on
You’ll now be asked to give details about the Trigger configuration. Under This Trigger fires on, click on Some Page Views
10) Set rules for the Trigger:
Follow the sequence below to assign values for 'Fire this trigger when an Event occurs and all of these conditions are true':
Page URL => contains => houselannistermerchandise(segment you want the subscriber to be added to) => Save
Please note that where we have mentioned ‘houselannistermerchandise’, you may type in the category or segment you want the subscriber to fall under for this specific trigger. It could be ‘shoes’ or ‘clothing’ or ‘fictionfantasy’ or whatever you may like. Please click here to know the specifications required for naming the segment.
11) Click on Tags and then click on New
Now, on the left side of the panel, click on Tags. Then, click on the option called ‘New’.
12) Name the Tag and click anywhere in the blank space in the box
Type a tag name of your choice, as shown by the arrow in the image below. Then, click anywhere in the blank space in the box ‘Tag Configuration’.
13) Under Choose tag type, scroll down to Custom and click on Custom HTML
In the box that will now appear, you’ll be asked to Choose tag type, scroll down to Custom. You’ll see an option Custom HTML. Click on it.
14) Copy and paste Javascript code to Custom HTML box
Now, please copy the code given below and paste it in the blank white space provided, under HTML.
<script> window._pcq = window._pcq || []; _pcq.push(['APIReady', callbackOnAPIReady]); //will execute callback function when Wingify Engage API is ready _pcq.push(['subscriptionSuccessCallback',callbackOnSuccessfulSubscription]); //registers callback function to be called when user gets successfully subscribed function callbackOnAPIReady() { //now api is ready _pcq.push(['addSubscriberToSegment', 'houselannister']); } function callbackOnSuccessfulSubscription(subscriberId, values) { //user just got subscribed _pcq.push(['addSubscriberToSegment', 'houselannister']); } </script>This code is for adding a subscriber to the segment specified by you. For more information on this, please click here. Also, please note that we have named our segment ‘houselannister’ as an example, in the code, in two places. You may name it as per your choice. Please refer to the image where you can replace this name (underlined in red).
If you want to remove a user from a segment, repeat the same instructions as above but with the following code instead:
<script> window._pcq = window._pcq || []; _pcq.push(['APIReady', callbackOnAPIReady]); //will execute callback function when Wingify Engage API is ready function callbackOnAPIReady() { _pcq.push(['removeSubscriberFromSegment', 'houselannister']); } </script>IMPORTANT:- Before placing these tags on any page, please make sure you have implemented Wingify Engage (formerly PushCrew) SmartCode on it. This code will not work without the SmartCode. Click here to know how to implement this SmartCode. It won't fire Wingify Engage opt-in again if your user has already subscribed to push notifications.
15) Click on Advanced Settings
Now, scroll slightly down, and you’ll see ‘Advanced Settings’. Click on it.
16) Under Tag firing options, choose Once per page
Now, go over to Tag firing options and choose Once per page.
17) Click in the blank space of the box, under Triggering
Now, scroll down to the second box, named Triggering. Click anywhere on the blank white space.
18) Choose the trigger created from step 7
You’ll now be asked to choose the trigger for this specific tag. Choose the trigger you created from step 7. Please refer to the image below and step 7 for better clarity.
The image below shows what the window will look like after choosing the trigger you created from step 7.
19) Click on Save
Now click the blue button ‘Save’, placed on the right hand side of the tag name.
20) You have successfully completed this process.
Upon successfully completing this process, below is what your GTM page will look like for the specific Tag and trigger you created.