Overview

These integration instructions provide the details about how to report Terminus web personalization events into Google Analytics via the Google Tag Manager integration.

The integration between Terminus and Google Tag Manager must be configured in two parts. The first is the configuration within the Google Tag Manager interface; the second is the configuration within the Terminus platform


Part 1. Configuring Google Tag Manager


1a. Create the Terminus Variables

To begin, you will need to create 5 new User-Defined Variables for the following:

  • eventCategory
  • eventAction
  • eventLabel
  • eventValue
  • eventNonInteraction

To create each of these variables, follow these steps:

  1. Click the "Variables" option in the left side navigation of the Google Tag Manager interface. 
  2. Scroll to the "User-Defined Variables" section and select "New" to create a new variable.
  3. In the variable configuration interface, select the variable type of "Data Layer Variable"
  4. Complete the template as shown below, leave the Set Default Value box unchecked, and save the new data layer variable. 

*Note: For ease of use, be sure to save these variables with the naming convention indicated in the top left of the above image (in this case, "Terminus Event Category"). 
 image6.png

Repeat Steps 1-4 for the eventAction, eventLabel, eventValue, and eventNonInteraction variables. 

Next, you will need to create a single custom variable for your Google Analytics account:

  1. Click the "Variables" option in the left side navigation of the Google Tag Manager interface. 
  2. Scroll to the "User-Defined Variables" section and select "New" to create a new variable.
  3. In the variable configuration interface, select the variable type of "Google Analytics Settings"
  4. Complete the template as shown below and fill in the appropriate Tracking ID for your specific Google Analytics account. (You will not need to click on “More Settings”)

Once complete you should have 6 new User-Defined Variables that appear in your interface as in the image below:

image7.png

1b. Create the Terminus Trigger

Create a new trigger to fire an event tag whenever the event value equals "gsc-event":

  1. Click the "Triggers" option in the left side navigation of the Google Tag Manager interface. 
  2. In the top right corner, select the "New" button to begin your trigger configuration.
  3. In the trigger configuration interface, select the trigger type "Custom Event" 
  4. Complete the trigger template as shown below. For ease of configuration, maintain the naming convention shown in the top left ("Terminus dataLayer Custom Event")

image1.png

1c. Create the Terminus Tag

Create a new tag for the Google Analytics account where you would like to receive Terminus events:

  1. Click the "Tag" option in the left side navigation of the Google Tag Manager interface. 
  2. In the top right corner, select the "New" button to begin your tag configuration.
  3. Within the "Tag Configuration" UI, select the tag type "Google Analytics: Universal Analytics"
  4. For "Track Type", select "Event"
  5. For each of the four "Event Tracking Parameters", click on the Variable icon and select the Terminus specific variable (that you previously created). For example, in the Category field you will click the variable icon and select "Terminus Event Category"
  6. In the dropdown for "Non-Interaction Hit" select the variable "Terminus Event Non-Interaction" that you previously created
  7. In the dropdown for "Google Analytics Settings" select "GA Universal - Terminus360 Tracking ID"

Once complete, your Tag Configuration should look like the image below:

Tag_Configuration.png

The final step will be to choose a trigger for your tag. 

In the "Triggering" portion of the Tag interface, select the "Terminus dataLayer Custom Event" trigger that you previously created. 

Save your Tag as "Terminus GSC GA Event".

1d. Publish your updates

Once the Tag has been saved, the Google Tag Manager configuration is complete. At this point, you will need to go ahead and publish your updates so that the changes go into effect. 

Part 2. Configuring the Terminus GTM Connection

Now that Google Tag Manager is ready to go, it's time to connect to it from within the Terminus platform. 

Connections_Page.png

  1. Select "Connections" from the menu on the left side of the Terminus web personalization interface screen.
  2. Navigate to the Google Tag Manager connection and click the green "Install" button that will appear when you hover over the connection. 
  3. You will be asked to confirm that you would like to install the connection. Click "Yes."
  4. The GTM connection screen will open within the Terminus platform.
  • You will need to give your connection a name. This is often something along the lines of "[Customer] GTM Connection" but it could be whatever you'd like. 
  • Enable event tracking
  • Unless you have assigned a specific data layer name (which is uncommon), you can leave the Data Layer Name field blank 

image4.png

After you have completed the Google Tag Manager connection set up, save the connection.

Congratulations - you're done!

Your Terminus events will now begin pushing into your Google Analytics account via Google Tag Manager.

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