Google Tag Manager is a tag management system that helps manage and deploy various tracking codes (including GA4 tags) without modifying the website’s code directly.
In this article, we'll show you how to create a Google Tag Manager, add your GTM tag in Engagement, and start tracking clicks!
Step 1: Create a Google Tag Manager Account
Go to https://tagmanager.google.com/ and register for an account
From the upper right corner, click the Create Account
Add the following:
Account Name
Country
Container name (provide a booking link for a specific practice)
Choose the correct Target platform
Click Create
Review the Google Tag Manager Terms of Service Agreement, then click Yes
Your Google Tag Manager ID can be found in the upper right corner of your Tag Manager dashboard
Step 2: Enable Google Tag Manager Integration in Engagement
From within Engagement, click Online Scheduling > Settings
Ensure you are viewing the General settings section
Select the checkbox to enable the Google Tag Manager integration
Enter your GTM tag in the field and then click Save
Now that Google Tag Manager has been integrated with Engagement, all appointment bookings, custom scheduling links, and invitations to schedule will be monitored according to the rules set up on the Google Tag Manager site.
If you have GTM integration enabled, we recommend that you don't use Google Analytics (GA4) integration on the Custom Scheduling Links level.
Step 3: Set Variables and Triggers in Google Tag Manager
To monitor all clicks, follow the steps below to configure Variables and set Triggers in Google Tag Manager:
In the Tag Manager dashboard, go to the Variables section
Click Configure
Select all actions from Clicks section
All added variables are visible in the Built-In Variables list
Click Triggers
Click New
Name your Trigger, then click the pencil icon to edit
Click All Elements
Make sure that All Clicks should be selected, then click Save button
Your created Trigger should now show on the Triggers list
Test Triggers
Before publishing the changes on the Google Tag Manager side, it's a good idea to test whether the introduced variables and rules work properly. You can test your triggers by following the steps below:
In the upper right corner of the Variables section of Tag Manager, click Preview
Add an online scheduling, custom scheduling link, or scheduling invitation URL then click Connect
Click Continue
Confirm that the Google Tag Assistant is showing the correct Google Tag Manager ID
Visit the site URL that you just connected by opening it in a new browser tab
Click on the page/link, then go back to Tag Assistant dashboard and see if your click events appear
If clicks are being monitored correctly, go back to the Google Tag Manager page and click Submit
Click Publish
Click Continue
The summary page will show all changes
Upon finishing these steps, appointment booking, custom scheduling links, and invite to schedule pages will monitor all clicks.