Setting up Salesforce tracking with Google Tag Manager is a powerful way to gain insight into the performance of your business and optimize your marketing efforts. By integrating Salesforce with Google Tag Manager, you can track key metrics and events on your website and use this data to make informed decisions about how to improve your customer experience and drive more sales.
To get started with Salesforce tracking using Google Tag Manager, you’ll need to have a Google Tag Manager account and a Salesforce account. If you don’t already have these set up, you can follow these steps:
- Sign up for a Google Tag Manager account at https://tagmanager.google.com/. You’ll need to have a Google account to do this.
- Sign up for a Salesforce account at https://www.salesforce.com/. If you already have a Salesforce account, you can skip this step.
- Install the Google Tag Manager script on your website. To do this, you’ll need to log in to your Google Tag Manager account and create a new container for your website. Then, you’ll need to copy the provided code snippet and paste it into the header of your website’s HTML code.
To track data in Salesforce, you’ll need to set up a Salesforce integration in Google Tag Manager. To do this, follow these steps:
- Go to the “Integrations” section of your Google Tag Manager account and click on the “Salesforce” tab.
- Click on the “Add Salesforce” button and follow the prompts to set up the integration.
- Once the integration is set up, you can create tags in Google Tag Manager to send data to Salesforce. To do this, follow the steps outlined above to create a new tag, but select “Salesforce” as the tag type instead of “Google Analytics: Universal Analytics”.
- Configure the tag settings to specify which data you want to send to Salesforce. You can choose from a variety of data fields, including contact information, product data, and purchase data.
- Create a trigger to fire the tag when the desired event occurs. For example, you might want to send contact information to Salesforce when a user submits a contact form on your website.
- Save the tag and publish the container to make the changes live on your website.
Once you’ve set up your Salesforce integration and created your tracking tags, you can start sending data to Salesforce and tracking key metrics and events in your Salesforce account. To view this data, you’ll need to log in to your Salesforce account and go to the “Reports” tab. Here, you can create custom reports to see how your marketing efforts are performing and make informed decisions about how to optimize and improve your customer experience.
In addition to tracking conversions and other important metrics, you can also set up custom audiences in Salesforce. Custom audiences allow you to segment your users based on specific criteria, such as location, behavior, or purchase history. This can be a valuable way to tailor your marketing efforts and deliver more targeted and relevant content to your customers.
To set up a custom audience in Salesforce, you’ll need to follow these steps:
- Go to the “Audiences” tab in your Salesforce account and click on the “New” button.
- Select “Custom Audience” as the audience type and give your audience a name.
- Set up the criteria for your audience. You can choose from a variety of criteria, including location, behavior, and purchase history.
- Save the audience and publish the changes to make it live.
Once you’ve set up your custom audience, you can use it to target your marketing efforts and deliver more targeted and relevant content to your customers. For example, you might want to send targeted emails to users who have abandoned their cart or show targeted ads to users who have recently made a purchase.
In summary, setting up Salesforce tracking with Google Tag Manager is a powerful way to gain insight into the performance of your business and optimize your marketing efforts. By integrating Salesforce with Google Tag Manager, you can track key metrics and events on your website and use this data to make informed decisions about how to improve your customer experience and drive more sales. By following the steps outlined above, you can easily set up and track key metrics and events for your website using Google Tag Manager and Salesforce.
