| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
1 | Instructions | |||||
2 | This spreadsheet is used to map a websites forms to event values used for tracking puposes across various tools and advertising networks (Google Analytics, Bing Ads, Facebook etc...). IMPORTANT (Read Me!): - Never rename the spreadsheets in this document. - Never change the picklist values unless someone from development has approved it. - Never reorder columns or change the formatting / validation rules of this document. - If this sheet is being used as a lookup table for form tracking, it MUST be published to the web. (Make sure only the "LIVE" sheet is published). - Because this sheet may be pubished to the web, don't put any sensitive data into this spreadsheet. | |||||
3 | For Developers: If using this sheet as a lookup table by using GTM & the Google Sheets API, you will need to setup an API key inside the "GTM Google Sheets Lookup" project inside the Google API Console. Make sure that the following is done if using the API: - Restrict the key to *.domain.com (replace domain.com with the TLD of the website this is for) if the website has multiple TLDs create a different API key per-TLD. - Find the GTM container named "Sheets Tracking Lookup" and export the container to import into the sites own GTM container. - Inside the "Event Tracking - Sheets Lookup" tag, you will need to replace the "[API KEY]" and "[SHEET ID]" placeholders before testing. - Additionally, you will need to setup an auto-event variable to get the forms unique identifier for use inside the lookup script. -- Generally this can be found by comparing form action attribute values or by using the CSS id attribute value if each form leverages a unique ID (e.g: gravity forms). | |||||
4 | For Marketers: - Values in columns A & D are required - ideally all columns should contain a value per-row - There cannot be duplicate values inside the "Form ID" column. If duplicates are found, they will be highlighted in red. - Ask a developer to help you identify what to use as the form id value. - You will not see an "Event Category" column inside this sheet. Forms will always be tracked under the "Conversions" category. - Each column contains a note that explains the data type expected for each column and other important notes. Please read them. - Event values are correlated to the funnel depth of the form. | |||||
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