Google Tag Manager (GTM)

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Table of Contents

1. Setup Video
2. Getting the Octanist ID
3. Prepare the Website
4. Set Up Google Tag Manager
   1. Create a Workspace
   2. Create the DataLayer Variables
   3. Create the Custom Event submit_lead_form
   4. Add the Template
   5. Configure the Tag
   6. Test and Publish
5. Optional
   1. Marketing Campaign Data
   2. Consent
   3. Custom Domain Delivery
6. Octanist - Outgoing Integrations

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Setup Video

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1. Getting the Octanist ID

• Navigate within Octanist to Settings > Organization.
• Within your Organization Settings, copy the Octanist ID. Save it for now — we will need it later.
  

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2. Prepare the Website (+ email to web developer)

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

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

• Repeat these steps to create variables 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
• The setup should look like this:

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3.3 Create the Custom Event submit_lead_form

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

• Fill in the “Event name” field with submit_lead_form.

• Leave the remaining settings as they are and click on Save.

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3.4 Add the Template

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

• Click the Add to Workspace button.

• Confirm and click Add.

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3.5 Configure the Tag

• Go to Tags.
• Click New to create a new tag and give it the name: Octanist - Offline Conversion Tracking.
• Click on Tag Configuration and select the tag type: Octanist - Offline Conversion Tracking (GALLERY), under “Custom”.
• Enter your Octanist ID. You saved this at the end of step 1.
• Click the add variable icons and add the Data Layer variables configured in step 3.2. It should look like this:

• Set the trigger. Click on Triggering below the Tag Configuration.
  • Select the Custom Event for the submit_lead_form trigger created in step 3.3.

• Leave the remaining settings as they are. Click Save in the upper right corner.

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3.6 Test and Publish

• Test the form using GTM debug mode.
  • Click Preview in the upper right corner (next to the Submit button).
  • Enter your website’s URL and click Connect.
  
  • Your website will open automatically. Go to your lead form, fill in the details, and submit the form.
  • Go back to the Tag Assistant [Connected] browser tab and check whether the Octanist tag was triggered. Go to the Open Leads tab in Octanist and refresh the page. Is your test visible?
    • If it is not working, please contact support@octanist.com.
  • If it was successful, go back to the Tag Assistant browser tab and click 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 the blue Submit button in the upper right corner (next to the Preview button).
  • Click Publish.
  • You are all set!
• Test on the live website.
  • Open an incognito browser.
  • Perform a test form submission.
  • Check whether your test lead is showing up in Octanist.

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4. Optional

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4.1 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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4.2 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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4.3 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 support@octanist.com.

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5. Octanist - Outgoing Integrations