Once you have set up your Conversion Actions, you will need to install the Conversion Tag on your website wherever your conversions take place in order to track conversion events. For example, you may want to install the tag so that it is loaded after a form is submitted, or when an order confirmation screen has loaded.

This process to Install Conversion Tags Using Google Tag Manager (GTM) is broken down into four steps:

Step 1: Install Google Tag Manager on your website

• Once the GTM tag is installed within your website’s code, you will be able to add, manage, and publish tags via Google Tag Manager without having to touch your website’s code again.

Step 2: Add the Listings Tracking Tag (For Listings Customers only)

• This tag allows Yext to detect when users come to your website from a Yext-powered listing.

Step 3: Add the Conversion Tag 

• This tag will capture the actual conversion.

Step 4: Publish Tags to your website

• Once Tags are added in Google Tag Manager, you will need to publish them for them to be live on your website.

 

Step 1: Install your Google Tag Manager on your website

If you’re already using Google Tag Manager to manage tags for your website then this step should already be complete, however, if you are a new Google Tag Manager user or you are installing these tags on a new website or domain, it is important to follow the steps below. 

1. Log into your Google Tag Manager account.
2. Copy the installation code snippets by clicking the GTM-XXXX link on the top right corner of your home screen:

If you need additional assistance with this step, you can visit Google’s Tag Manager Developer Quick Start Guide.

 

Step 2: Install the Listings Tracking Tag (Listings Customers Only)

The Listings Tracking tag allows you to use Yext Conversion Tracking to capture clicks from your Yext Listings that you can attribute to conversions.

Note: The Listings Tracking Tag does not need to be added if all of the following conditions are met:

• You must be live on both Listings and Pages
• You have enabled Conversion Tracking for Pages. To enable Pages Conversion Tracking, follow the instructions under the Pages section of the Enable Click Tracking article.
• The Website URL for all entity Listings is pointing to a Yext-powered Page. If any entity Listings have a URL pointing to a non-Yext page (e.g., your business home page), then you will need to install the Listings Tracking Tag.

To configure the Listings Tracking Tag:

1. Log into your Google Tag Manager account.
2. Click New Tag.
3. Click in the Tag Configuration box.
4. Click Yext Conversion Tracking - Listings Tracking Tag from the Community Template Gallery list.
5. Add a Tag Trigger.
   • All tags require a trigger to indicate where and when they should be loaded. For the Listings Tracking tag, the trigger should be on Page Load. To do this you will set the Trigger to Page View - DOM Ready for All Pages. When a user clicks on a Yext-powered listing and lands anywhere on your domain, the Listings Tracking Tag will fire. If that same user converts on your website, we will be able to attribute that conversion to the Listing they first clicked on.
     1. Click on the Triggering box.
     2. Click on the plus sign in the top right corner to add a trigger.
     3. Click on the Trigger Configuration box.
     4. In the Page View Section select DOM Ready as your Trigger and keep conditions set to All DOM Ready Events.
6. Click Save and the tag will be added to your workspace.

Note: All tags require a trigger to indicate where and when they should be loaded. For the Listings Tracking tag, the trigger should be on Page Load. This is why we selected the trigger to Page View - DOM Ready for All Pages. 

 

Step 3: Add the Conversion Tag

This tag allows you to capture conversions that can be attributed to the use of Yext products. Each Conversion Action you create in Yext will require its own individual Conversion Tag to be installed in Google Tag Manager. 

1. On the homepage of Google Tag Manager click New Tag.
2. Click on the Tag Configuration box.
3. Click on the Yext Conversion Tracking Tag from the Community Template Gallery list.
4. Enter the Conversion ID. This can be found in the Yext platform.  
   1. Log into your Yext account, click Analytics in the navigation bar, and click Conversion Tracking.
   2. Click Conversion Setup.
   3. Click on the name of the relevant Conversion Action in the sidebar, and click Use a tag manager to retrieve the Conversion ID. 
   4. Click on the Copy icon () to copy the Conversion ID and paste in the Conversion ID box in Google Tag Manager.
5. Set Conversion Value.
   • If you’d like to use the same value for each conversion, enter that value in the Conversion Value text box in Google Tag Manager. If you’d like to dynamically set the value for each conversion, visit Set up Dynamic Values for Tag-based Conversions for instructions.
6. Set the Trigger.

   All tags require a trigger to indicate where and when they should be loaded. For the Conversion Tag, the trigger will vary greatly depending on what type of conversion you are trying to track. These steps will vary depending on the type of trigger you set up.

   1. Click on the Triggering box.

   2. Click on the plus sign in the top right corner to add a trigger.

   3. Click on the Trigger Configuration box.
      • If you want to fire the tag on a Page View, select DOM Ready under the Page View section as your Trigger and keep conditions set to All DOM Ready Events. Use the conditions to specify which page you would like the conversion tag to fire on.
      • If you want to fire the tag on a Click, select All Elements under the Click section. Use the conditions to specify which click you would like the conversion tag to fire on.
      • See below for additional trigger options and recommendations.
   4. Enter a Trigger name at the top of the screen and click Save.

Some other common and recommended Triggers for Conversion Tags include:

• Trigger on Page View: Used to fire tags when a page is loaded in web browsers e.g., a page view of all URLs that contain /order-confirmed.
• Trigger on Click: Used to fire tags based on click events i.e. a click on an “Order Now” button.
• Trigger when Element is Visible: Used to fire tags when a selected element becomes visible in the web browser's viewport i.e. appearance of an “order-confirmed” element.
• Trigger on Custom Event: Used to track interactions that occur on your website or mobile app that aren't handled by standard methods i.e you want to track a form submission, but the default behavior for the form has been altered or overridden.

 

Step 4: Publish Tags to your website

1. In Google Tag Manager click Submit at the top right corner of the screen. 
2. Select Publish and Create Version if it is not already selected.
3. Review the Workspace Changes section to see if your configuration appears as you expect.
4. If you have Tag Manager configured to use multiple environments, use the Publish to Environment section to select which environment you'd like to publish to.
5. Click Publish.

For a full overview of the tag setup process, see the Conversion Tracking Setup Process Overview article for a video on what tag-based conversions are and what is involved in the setup process.