Google Tag Manager (GTM) Integration

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Table of Contents

1. Setup video

2. Download the GTM template

3. Prepare the Website

4. Set Up Google Tag Manager

   1. Create a Workspace

   2. Upload the Template

   3. Configure the Tag

   4. Test and Publish

5. Optional: Google Analytics 4 (GA4)

6. Octanist - Outgoing Integration

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Setup video

Need help setting up octanist? Watch our setup video. For the most up-to-date implementation guide, please follow the written guide below.

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1. Download the GTM template

• Navigate within Octanist to Integrations > Incoming.

• Under Incoming, select Google Tag Manager.

• Download the Octanist GTM template (template.tpl) to your computer.

• Copy the Octanist Organization ID and save it somewhere. You can always return here to retrieve it again.

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2. Prepare the Website

• To send lead data to Octanist, the data must be available on the website. We highly recommend using a dataLayer push event to ensure consistency and robust measurement.

• Ensure the lead data is placed in the dataLayer. Ask a developer to implement the following code to activate the dataLayer push after a lead form is submitted:

Dear [Recipient],

We are currently in the process of setting up Octanist, a tool that helps us determine the true value of the leads coming through our website. To make this work and send data effectively to Octanist, we need to ensure the data is pushed to the dataLayer.

This will allow us to capture the necessary information using Google Tag Manager and send it to Octanist. Therefore, we kindly request adding the following code to the backend of our forms:

<script>
var dataLayer = dataLayer || [];
dataLayer.push({
  event: 'submit_lead_form',
  user_data: {
    email: yourEmailVariable,
    phone_number: yourPhoneVariable,
    company_name: yourCompanyVariable // optional
  }
});
</script>

Please let us know once this is in place and if you need any assistance.

Kind regards,

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3. Set Up Google Tag Manager

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3.1 Create a Workspace

• Click on Default Workspace.

• Give the Workspace a name (e.g., Octanist Setup).

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3.2 Upload the Template

• Go to Templates > Tag Templates > New.

• Click on the three dots in the top-right corner, select Import, and upload template.tpl (downloaded in step 1). Do not change the name of the file.

• Save the template—don’t change any settings.

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3.3 Configure the Tag

• Create a new tag: Octanist - Offline Conversion Tracking. After successfully importing the template, the Octanist Tag should appear under the Custom Tab.

• Enter your Octanist ID.

• Add dataLayer variables for email address, phone number, and company name.

• Set the trigger. For example, in step 2 we created an event for the submit_lead_form trigger.

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3.4 Test and Publish

• Test the form using the GTM debug mode.

• Publish the container once everything works correctly.

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4. Optional: Google Analytics 4 (GA4)

• Enter the GA4 Measurement ID (e.g., G-12345678).

• Optionally add extra fields for better lead qualification.

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5. Octanist - Outgoing Integration

Your data stream is now active! For setting up outgoing integrations, refer to our Outgoing Integrations documentation.