Google Tag Manager (GTM)

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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. Add the Template
   3. Configure the Tag
   4. Test and Publish
5. Optional: Google Analytics 4 (GA4)
6. Octanist - Outgoing Integrations

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Setup video

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1. Download the GTM template

• Navigate within Octanist to Integrations > Incoming.
• Under Incoming, select Google Tag Manager.
• 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 (+ email to webdeveloper)

• 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:

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

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3. Set Up Google Tag Manager

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3.1 Create a Workspace

• Click on Default Workspace.
• Click on te + sign in the upper right corner, in order to create a new workspace
• Give the Workspace a name (e.g., Octanist Setup).
• Click on Save

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3.2 Create the DataLayer variables (it is easier than you think)

• Go to the Variables tab

• Navigate to the User-Defined Variables. Click on the right hand side on New, to create a new variable
• For email give it the name: DLV - user_data.email
• Click on Variable Configuration
• Click on Data Layer Variable (underneath Page Variables)

• Fill in Data Layer Variable Name: user_data.email
• Click on Save

• Redo these steps to create the ones for Name and Phone_number as well:
  • DLV - user_data.name
    • Data Layer Variable Name: user_data.name
  • DLV - user_data.phone_number
    • Data Layer Variable Name: user_data.phone_number
• Setup should look like this:

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3.3 Create the custom event submit_lead_form

• Go on the left-hand side to Triggers
• Click on New
• Give it the name: Event - submit_lead_form
• Click on Trigger configuration and select Custom Event (under Other)

• Fill the field “Event name” with submit_lead_form

• Leave the rest of the settings and, click on Save

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3.4 Add the Template

• Go to Templates > Tag Templates > Search Gallery.
• From here, search for “Octanist” and click on our Google-Verified Tag Template.

• Press the Add to Workspace—button

• Confirm and click on Add

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3.5 Configure the Tag

• Go to Tags
• Click on New to create a new tag and give it the name: Octanist - Offline Conversion Tracking.
• Enter your Octanist ID. You have saved this at the end of step 1.
• Click on add variable icons and add the in step 3.2 configured Data Layer variables. It should look like this:

• Set the trigger. Click underneath the Tag configurations on Triggering.
  • Select the Custom Event for the submit_lead_form trigger, that we created in step 3.3

• Leave the rest of the settings as it is. Click in the upper right corner on Save. 

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3.6 Test and Publish

• Test the form using the GTM debug mode.
  • Click in the upper right corner on Preview (next to the Submit button)
  • Fill in your website’s URL, and click Connect
  
  • Your website will open automaticly. Go to your contactform, fill the info and submit the form.
  • Go back to the Tag Assistant [Connected] browser tab. See if the Octanist Tag is triggered. Go to the Open Leads Tab in Octanist and refresh the page. Is your test visable?
    • _If it is not working, please contact _[email protected]
  • If it was succesfull, Go back to the Tag Assistant browser tab, click on the X in the upper left corner, to disconnect. Click Stop debugging.
  • You can close this tab now.
• Publish the container once everything works correctly.
  • Click in the upper right corner on the blue Submit (next to the Preview button)
  • And click on Publish
  • **You are all set now! **
• Test it on live website
  • Open an incognito browser
  • Perform a test form submission
  • See if your test Lead is showing up in Octanist.

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4 Optional

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4.1 Google Analytics 4 (GA4)

• Enter the GA4 Measurement ID (e.g., G-12345678).
• Optionally, add extra data to the custom field for better lead qualification.

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4.2 Marketing Campaign Data

• Enter custom UTM parameters saved in a GTM variable.
• You can extract these parameters with the help of your web developer or technical web analyst.
• These parameters will be visible in the dashboard under Source / Medium / Campaign.

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4.3 Consent

• By default, Google Consent Mode is used to determine the user’s consent preferences. If you have implemented this, you do not need to change this setting.
• You can also use the Manual Consent Setting, which allows you to pass your own consent parameters. Please return them as Granted or Denied — use exactly this format and capitalization.
• For more details, refer to our Consent Documentation.

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4.4 Custom Domain Delivery

• By default, leave this field blank.
• Here, you can add a custom domain for your Octanist environment. This feature is only available upon request via [email protected].

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5. Octanist - Outgoing Integrations