UPWORD Consulting - Week 8

Ad Tracking


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Hey, everyone, welcome to week eight and module four, this is going to be a great couple of modules coming up for you. Travis is going to be teaching you how to utilize the Facebook ads, Google ads and also tracking on your new agency site.

So he's going to walk you through exactly what you need to do in terms of tracking conversions, how to set up a Facebook campaign so you can start generating customer avatar discovery sessions. And same thing with Google ads. He's going to walk you through step by step how to use the ads that are provided down below in the resources and how to set up your campaign. So it gives you the best chance of generating leads through paid ads, and also making sure that you're tracking everything so that the machine learning Facebook and Google is working and as optimized as possible. If you have any questions, remember, we've got a weekly q&a call I will be having Travis Come on these calls more than once so that you can ask him these questions directly. You can also email support, you can create a ticket if you have any questions. Just make sure that you keep following this come back to it as much as you need to, to set up your campaign so you can start generating leads and start getting new clients. Travis, take it away.

Hi, my name is Travis and today I'll be showing you in this video how to create a new Google Tag Manager container, how to implement it to your website, your WordPress site, and then how to install a couple of tags like a facebook pixel and a Google ads, conversion tracking code to that new container that you create. And the purpose of this is to create pixels and tracking code that you can then start collecting data and analytics on who's visiting your site and from where to help you make better decisions and how you should advertise to those people. So the first thing you want to do is go to tag manager.google.com and create a new tag manager account. Once you start creating this new account, you'll be presented with a form like this where you enter your account name, container name and the target platform that you'll be installing this to. So for this, we'll be doing it for takeout Media Group. Just enter your business name, and then the container name, we'll just make it the domain name for the site. And then make sure that web is selected. And then go and click Create. Once you click Create, you'll then be presented with the code that you can now install to your WordPress site. And I'll show you how to do that. You'll see here there's a section that goes in the head part of the header of the site and the body part of the header of the site. So first, we'll copy the the head portion. And you'll want to go to the admin part of your website, which looks like this. And then on the left hand side, you want to go to Appearance, and then theme editor. Now, you'll want to scroll down until you see the theme header. That's on the right hand side, you'll see theme header and your theme files, you want to click that. And we already have it installed here. But I'm going to show you where it's where it's going to be installed. So you'll see the head tag right here, that first part, you'll paste right within the right underneath the head part of the header of your website. And once you paste that right beneath the head tag, you want to go back and then you want to copy the body tag. And then go back to your WordPress admin and look for the body tag on your site. And then paste that body section here as well. Once you have those both pasted, just click Update File. So now we have the container for our Google Tag Manager installed on our website correctly. Now the purpose of having this container installed on our website is to allow us to install multiple tracking codes and pixels and tags to our website without having to do much HTML coding, or constantly going back into that header file and adding more and more code. This makes it really easy and really convenient and has all the tags housed in one single spot, which is within Google Tag Manager. And you can see here, we have the Tag Manager account as well as the container that we just created. So it puts it in a really nice format, easy to go to each VM multiple clients to each container and make adjustments accordingly to those containers. Now the first tracking code we're going to install is a facebook pixel on which is pretty easy and straightforward, actually. So to do this, you go to tags, new. And we're going to title this facebook pixel base code. And this will just be the base, facebook pixel for our site. To find this pixel base code, you'll have to go back to Facebook, your business account and either create one or find the one that you already created to install to this, this new tag so well, I have Facebook open over here already. If you don't have a facebook pixel created already, you're gonna want to click this Connect data sources button. And I already have it created because I can only have one pixel per account, but you would click web and then connect. And then what you'll see and if you already have it created, this is where you'll find it. Click from a new website, install code manually, you'll see the copy base code option available. So either way if you create a new account, you'll have this this window up here or you go to the you go to the Add events From a new website, and then you can install code manual and you'll find the same copy base code option. So we'll go ahead and copy this base code. And then go back to tag manager, click tag convinent figuration. And then we'll want to scroll down on the right side until we see custom HTML. This is where we can paste the facebook pixel base code for our website. Now we're not done we have to also, we have to identify a trigger that will make this code fire whenever somebody is on the website. And what we want to do is have this trigger on all pages because it's tracking pageviews. So what we'll do here is click on triggering. And you can see all pages is automatically created as a trigger. So we'll click all pages. And now, this code, this tracking code will fire on every single page of our website. And all we have to do is click Save. Now to check that that code was implemented correctly, there's a couple of ways of doing this, we can either go to preview, go to the website that we installed the the code on, and click Connect. And this will pop up a new window with that website in debug mode, and you can see that it's connected down here. Now if we go back to this tag assistant part of the in our tab manager here, you can see right here at tags fired, and facebook pixel base code, the one we just created fires successfully. So that code is successfully installed on our website. The other way to check that the code is installed correctly, is to look at an extension that most advertisers have installed. And I do recommend installing it, there's a Google Chrome extension called facebook pixel helper. And this allows you to see if there are any Facebook pixels installed on the website, and if they're installed correctly, and that's in the top right here, you can see facebook pixel helper, I click that. And I see page view is fire successfully. So that facebook pixel is installed correctly. Now if you don't see if you see that there's no number next to the your your extension if you haven't installed or if there's an issue in here where it's not firing correctly. But you think you installed it correctly, make sure that if you have any adblock extensions or autoplay it's usually an extension that's causing that sort of issue. So if you think you install the correction correctly, and it's not showing here, or there's no number next to here, and it's just not showing any pixel, try removing any like adblock extensions, or whitelisting them so that it doesn't fire on this page, and it should fix that issue. So now we have a facebook pixel installed correctly on our website. And we can start tracking and collecting data to Facebook and to the advertisements that we're running from Facebook. So the last step, after we have the base code for the pixel facebook pixel on our workspace, all we have to do is publish the workspace. So remember, even though you did made changes on here, it doesn't actually publish or submit to the website until you click this Submit button in the top right corner. So after you preview it, and you see that everything works, well click Submit. And here's where you can enter in some extra information on the changes that you made. So what we're gonna do is gonna say, installed Facebook, pixel base code, and the description, installed base code for facebook pixel, I mean, there's really nothing else we did for that. So that's as detailed as we can get for this. And then we click Publish. So now if we go back to the website and refresh it or reload it, we'll see in the top right corner here that our facebook pixel is firing as an installed correctly. So that looks good. So far, our next step, we need to create a tag that tracks the conversion action that we want to have the data fed back to our advertising platforms so that we can optimize and track the conversions that happen on those those advertisements. So for our case, we want to track people that complete and submit this application form. In most cases, Google tag manager has a built in submit application, trigger and tag that you can use. If it's a normal form that has like a thank you page, you can have the trigger be, for example, free strategy sessions slash Thank you, if it didn't have a thank you page when you submit it successfully. But in our case, we have an Ajax form. And what that means is the validation, and the submission happens on the back end, nothing actually happens. So when you click Submit application, you're not redirected to a new page that you can use as a trigger, you are just given a little message down here, if it's submitted successfully, it'll say thank you for submitting your application or contacting us. So what we have to do is implement an event listener script, which comes from contact form seven, which is the plugin we're using for this, this form. And what that listener does is it listens for a specific event that's predefined by contact form seven, and pushes a data layer that we create, so that we can then say that this was submitted successfully. So let's go ahead and do that now. So going back to Google Tag Manager, I go to tags, new. And then we're going to call this C HTML, custom HTML forms event. listener. And then click tag configuration. And we're gonna make this a custom HTML tag. And this script I received from the contact form seven site, they have this predefined. So basically, it listens for this event that's pushed when it's submitted successfully. And then I'll push its own data layer that we're defining here, that we then consider as the, the form successfully going through, and this trigger is going to happen on all pages. So now we have to create a trigger that only fires when it's on that free strategy session page. So I'm going to go to triggers new. And then we're going to call this free strategy, session successful or actually trigger. We're going to go down to custom event this time, because we created that Custom Event. So we're going to paste that custom event in there. And then we're going to hold we have this fire on some custom events. And we're going to only have a fire on page URLs that contain this suffix, which is free strategy session. And then go and save that. Now lastly, all we have to do is create the actual tag itself. And we're going to create this tag for for Facebook. So to do that, we're going to go ahead and create Facebook. Free strategies submission. For tag configurations can be custom HTML. And it's going to be script. Then the standard event that we have from Facebook documentation, and then we'll close the script tag. And then what we'll do next is add that trigger that we created. So free strategy session trigger. So whenever that trigger fires, this custom HTML or this Facebook standard event will fire as well. And go ahead and save that. So now all we have to do is test this out and make sure that it fires successfully. So we're going to preview we'll go to the URL in question. And we'll go back over here just to make sure that okay, the forms event listener is working. So it is listening for that specific event. That contact form seven pushes. And we'll just scroll down and we'll fill this out. Just with some tests. text here COMM 123, test this test all the way down, and then submit application. So you can see here, this is that Ajax message being pushed through, it's been submitted successfully. Now when we go back to tag assistance, we should see that Facebook free strategy submission has successfully fired. So we basically, we fulfilled all the requirements of the trigger. So we were on the page that contains this in the URL. And the event that we created, which is WP CF, successful submit was present. So that means this fired successfully. And this will feed back to Facebook, a successful form submission trigger event. So at some point, if we refresh this, I don't know if it'll be that quick. But we will see application submitted as one of the events that fired. So now that we have Facebook working successfully and correctly, now we can do this for Google ads, ads as well. So what we're gonna want to do is go to Google ads and create a conversion action, and then have it tied to that same trigger for face that we did for Facebook. So let's go to Google ads. And you can see streak free strategy, we'll call it free strategy submission, I created this conversion action already, just click this blue icon. And then this is what you'll see, I'll go in the Edit Settings, you'll see that the conversion name, the category, which is submit leading form, we're not using a value because there's no value tied to this, if there was a value, we can either have it use a dynamic value that's pushed from the data layers, or one that we just define ourselves, the source of the website, it's going to count every conversion, and the attribution is 30 days, click through one day view through and we're gonna include in our conversions, entire conversions, actions as well. So click done and then take set up, all you have to do is go to use Google Tag Manager, and you'll be presented with the conversion ID and the conversion label. So here's what we do with that, we go back to Google Tag Manager, we click New. We're in call this Google ads. Free strategy to G submission. We'll just add the trigger right away, because we know what that is. It's the free strategy session trigger. And then a tag conversion figuration is going to be Google Ads conversion tracking. And this is where we add those, those parameters. So conversion idea we have right here, we'll copy that, paste that here. And then we'll go to conversion label, which is right here, Copy that, paste that here. And then you'll also notice that conversion linker tag is missing, you must have that created. So Google Tag Manager is nice enough to have that just be an option right away to create that. So we'll create that right away and version, linker. And there's no additional configuration required. So we'll save that. Everything else here looks good. We have the trigger setup. So we'll save that as well. And we'll test this one more time just to make sure that the Google ads, submission, free strategies session submission is successful as well. So but a preview will copy the URL from that page, put it in the assistant here. Make sure that our tag assistants running good. So yep, we have the listener running, everything's looking good so far. And we'll just put in our test submission. stuff in here right away. So 123, test tests, and then submit application one more time. So now when we go back here, you can see Google a ads free strategy submission, fired successfully. So now we have Facebook tracking this submission, as well as Google ads. And this will be attributed back to that Google Ads if someone clicked on the advertising that we're running, and then entered in and submitted an application So just to recap, what we did is we, we implemented a Google Tag Manager container on our website into WordPress, we implemented our facebook pixel. And then we created a couple of conversion x actions that feed back to Facebook, as well as Google Ads when someone from that platform clicks through an advertisement, and so and fills out the form on our website and submits it successfully. So now that data is being fed back to those platforms, they're being optimized. Those ads are being optimized for people that click on that and it's going to learn what that customer looks like, who they are, their demographics and everything and that will overall help you save money on cost per clicks, and make your ads run a lot more effectively. Thanks for watching, we I hope this helped you out and we'll see you next time.