GTM Setup

To ensure your GA receives the event triggers, please set up the necessary tagging in GTM by following these steps:

1

Navigate to Tag Manager Account

1. Log in to your GTM account.

2. Select the Container Name used for the CRM.

   

2

Create User-Defined Variables

1. Navigate to the "Variables" tab from the side menu.

2. Under User-Defined Variables, click “New” to create a new variable.

   
3. Create the following three variables:

   • URL

   • user_id

   • utm_source

   • utm_medium

4. These variables allow GTM to identify and pull specific information—such as the page visited, the unique user ID, and the traffic source—directly from your CRM. Once set, this data can be passed into Google Analytics for deeper insights, helping you better understand client behavior, campaign performance, and user segmentation.

3

Create "URL" User-Defined Variable

1. Fill in the Variable Name.

2. Click Variable Configuration to select the Variable Type.

   
3. Select "URL".

   
4. Click "Query" as the component type.

5. Click "Save".

   

4

Create "user_id" User-Defined Variable

1. Fill in the Variable Name.

2. Click Variable Configuration to select the Variable Type.

   
3. Select "Data Layer Variable".

   
4. Fill in "user_id" as the Data Layer Variable Name.

5. Select "Version 1".

6. Click "Save".

   

5

Create "utm_source" User-Defined Variable

1. Fill in the Variable Name.

2. Click Variable Configuration to select the Variable Type.

   
3. Select "URL".

   
4. Select "Query" as the Component Type.

5. Fill in "utm_source" as the Query Key.

6. Click "Save".

   

6

Create "utm_medium" User-Defined Variable

1. Fill in the Variable Name.

2. Click Variable Configuration to select the Variable Type.

   
3. Select "URL".

   
4. Select "Query" as the Component Type.

5. Fill in "utm_medium" as the Query Key.

6. Click "Save".

   

7

Create Triggers

1. Navigate to the "Triggers" tab from the side menu.

2. Click "New".

   
3. You will need to create the following Triggers

   • Client Submits Registration Form

   • Client Logs In

   • Client Submits KYC Form

   • Client First Deposit Approved

4. These triggers detect when key actions occur in your CRM. Once detected, GTM sends the event data to Google Analytics—allowing you to monitor client progress, analyze conversion steps, and improve funnel performance.

5. Fill in the Trigger Name.

6. Click "Trigger Configuration".

   
7. Select "Custom Event".

   
8. Fill in the event name.

9. Select "Some Custom Events".

10. Configure trigger as: {{{Event}}} equals "X".

    
11. "X" refers to the Event ID as listed on the CRM Back Office.

    
12. Do the same for all events.

13. Click "Save".

8

Create Tags

1. Navigate to the "Tags" tab from the side menu.

2. Click "New".

   
3. Fill in the Tag Name and Click "Tag Configuration".

   
4. Select "Google Analytics".

   
5. Select "Google Analytics: GA4 Event".

   
6. Fill in your GA Measurement ID and click "Create tag".

   
7. Click "Save".

   
8. Fill in your "Event Name" and under Event Parameters, click "Add parameter".

   
9. Fill in the following parameters.

   1. For Registration Tag:

      
   2. For both Login and KYC Tag, you will need to fill in "Even Parameters" and "User Properties".

      
   3. For First Deposit Tag:

      
10. Click "Trigger".

    
11. Select the corresponding Trigger for the Tag you are creating.

    
12. Click "Save".

    

9

Submit Your Changes

1. Once completed, click "Submit".

   
2. Review your changes and click "Publish".