Trigger Conversions with GTM

You can follow these detailed steps to set up Google Tag Manager (GTM) to trigger a Programmatic Conversion when a conversion event happens. This setup will involve creating triggers, tags, and potentially variables in GTM.

Step 1: Define the Conversion Event in GTM

First, you must define what constitutes a "conversion" in your context. This could be a page visit, form submission, button click or any other user interaction.

Step 2: Create a Trigger for the Conversion Event

1. Go to Google Tag Manager Dashboard.

2. Click on 'Triggers' in the left sidebar.

3. Click 'New' to create a new trigger.

4. Set up the trigger:

   • Choose a trigger type that matches your conversion event. For example, choose "Form Submission" for form submissions or "Click" for button clicks.

   • Configure the trigger with the necessary filters to capture your conversion event accurately. For example, if it’s a button click, you might need to specify certain button properties (like the button's ID or text).

Step 3: Create a Custom JavaScript Tag

1. Go to 'Tags' in the GTM dashboard and click 'New'.

2. Click 'Tag Configuration' and choose 'Custom HTML'.

3. Enter the custom JavaScript code:

   <script>
   // Call your custom function with the appropriate conversion ID
   optibaseSendConversionEvent('yourUserFriendlyConversionId');
   </script>

   Replace 'yourUserFriendlyConversionId' with the actual ID or a variable that dynamically determines the ID based on the context of the conversion.

Step 4: Add a Trigger to the Tag

1. In the same 'Tag' configuration screen, click 'Triggering'.

2. Select the trigger you created in Step 2.

3. Save the tag.

Step 5: Test Your Tag

1. Go back to the GTM main dashboard and click 'Preview'.

2. Navigate to your site where the conversion event can be triggered.

3. Ensure the tag fires when the event occurs. Check the output in the GTM preview pane to confirm that the custom JavaScript function is being called as expected.

Step 6: Publish Changes

Once you are satisfied that the tag is working correctly in the preview mode, go back to GTM:

1. Click 'Submit' to create a new version.

2. Name your version and describe the changes.

3. Click 'Publish' to make your changes live.

This setup ensures that every time the specified conversion event happens, your custom JavaScript function optibaseSendConversionEvent is called with the specified userFriendlyConversionId. Adjust the conversion ID dynamically using GTM variables if the ID should vary based on the conversion context.