# V7.38.0 - Google Analytics (GA) & Google Tag Manager (GTM) Integration

**Released Date - 21 March 2025**

Wondering what’s really driving your conversions? Our latest CRM integration with Google Tag Manager (GTM) and Google Analytics (GA) delivers the answers, offering real-time tracking and behavioral insights across your entire brokerage funnel.

Notable client interactions such as registrations, KYC submissions, logins, and first deposits are automatically tracked and pushed to your Google Analytics account. GTM handles the tagging, while GA provides clear visibility into user behavior, conversion paths, and campaign performance — all without manual setup.

With live analytics, you can pinpoint drop-off points, measure ROI, and refine re-engagement strategies to turn insights into action.

### <mark style="color:red;">Key Function Highlights</mark>

1. **Automated Event Tracking:** Track key activities—registrations, KYC submissions, first deposits, and logins—directly from your CRM to GTM & GA, with no manual tagging required.
2. **Marketing Performance Analysis:** Measure campaign effectiveness across various channels, including social media and paid advertisements. Identify which platforms deliver results and optimize accordingly.
3. **Client Funnel & Drop-Off Insights:** Visualize the full client journey and uncover where users disengage. Utilize these insights to refine marketing strategies, enhance user experience, and implement targeted follow-up strategies to improve conversion rates.
4. **UTM Tracking for Source Attribution:** Capture Urchin Tracking Module (UTM) parameters to determine which traffic sources and campaigns contribute most to client registrations. Leverage this data to allocate marketing resources effectively and optimize return on investment (ROI).

### <mark style="color:red;">1)   Marketplace Installation & Permission Settings</mark>

To begin using Google Tag Manager (GTM) and Google Analytics (GA), you’ll need to install the integration from your CRM Marketplace. Just follow these steps:

{% stepper %}
{% step %}

#### Navigate to CRM Marketplace

1. Log in to your CRM Back Office Portal.
2. Go to “CRM Marketplace”.<br>

   <figure><img src="/files/GzC6OLdBZHqQVZGZpb9T" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Install GTM & GA

1. Find “GTM & GA” from the list and click on it.<br>

   <figure><img src="/files/jmHslP9uQf5tmpnCXCtj" alt=""><figcaption></figcaption></figure>
2. You’ll be redirected to the details page.
3. Click “Install” to proceed with the installation. <br>

   <figure><img src="/files/MOZXjCsMCrngI219qqFL" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Enable Permissions

1. After installation, ensure you provide the respective permissions for GTM & GA:

   1. **View Google Services**: View-only access to settings
   2. **Update Google Services**: Edit permissions and settings<br>

   <figure><img src="/files/LQVOTSewiE0AEjmy2wJn" alt=""><figcaption></figcaption></figure>
2. Once permissions are enabled, you will be able to view the **"Google Services"** tab in the side menu, where you can manage your GTM & GA settings.<br>

   <figure><img src="/files/MkWeoC9kC5b8WuRtdeX0" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">2)   GTM Configuration on CRM</mark> &#x20;

To configure GTM, follow these steps:

{% stepper %}
{% step %}

#### Navigate to Google Services

1. Login to your CRM Back Office Portal.
2. Navigate to Settings > Google Services. <br>

   <figure><img src="/files/tzuySFoVNX8E30XpQp5x" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Retrieve GTM Container ID

1. Log in to your GTM account.
2. Your **GTM Container ID** will be displayed at the top right of your dashboard.<br>

   <figure><img src="/files/c4bU1cndILpBwFnIElsW" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### **Set Up GTM on Your CRM**

1. Click the "Edit" icon.<br>

   <figure><img src="/files/jzR1yBIjRprsiKRD8xmk" alt=""><figcaption></figcaption></figure>
2. Fill in your GTM Container ID.
3. Click "Save" to complete the setup.<br>

   <figure><img src="/files/PewRD5mUoph26Npc89Nt" alt=""><figcaption></figcaption></figure>
4. Click "Enable" to enable GTM. <br>

   <figure><img src="/files/q4y5D300ZGmuXvqabwJQ" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">3)   GA Configuration on CRM</mark>&#x20;

To configure GA, follow these steps:

{% stepper %}
{% step %}

#### Navigate to Google Services

1. Login to your CRM Back Office Portal.
2. Navigate to Settings > Google Services.&#x20;
3. Go to "Google Analytics" tab. <br>

   <figure><img src="/files/DIEBYEzsWMMJ9ljHjcjW" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Retrieve GA Measurement ID

1. Log in to your GA account.
2. Your **GA Measurement ID** will be displayed at the top. <br>

   <figure><img src="/files/L3FtOHrYb6JpdupcEogG" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Set Up GA on Your CRM

1. Click the "Edit" icon.\
   &#x20;

   <figure><img src="/files/HNisZgAR8Ve7YmJuL81u" alt=""><figcaption></figcaption></figure>
2. Fill in your GA Measurement ID.&#x20;
3. Click "Save". <br>

   <figure><img src="/files/ZORyLJZU08bv7Gpw5ggV" alt=""><figcaption></figcaption></figure>
4. Click "Enable" to enable GA. <br>

   <figure><img src="/files/sowhIVgbWoWxH9OYmudt" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">4)   GTM Setup</mark>

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

{% stepper %}
{% step %}

#### Navigate to Tag Manager Account

1. Log in to your GTM account.
2. Select the Container Name used for the CRM.<br>

   <figure><img src="/files/zlnDjfp0q5TBmoTYUeny" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Create User-Defined Variables

1. Navigate to the "Variables" tab from the side menu.&#x20;
2. Under User-Defined Variables, click “New” to create a new variable.<br>

   <figure><img src="/files/iJwuzlw8B7If43THP3Or" alt=""><figcaption></figcaption></figure>
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.
   {% endstep %}

{% step %}

#### Create "URL" User-Defined Variable

1. Fill in the Variable Name.&#x20;
2. Click Variable Configuration to select the Variable Type.<br>

   <figure><img src="/files/Vh0VYPzye4vUhs7o0OeW" alt=""><figcaption></figcaption></figure>
3. Select "URL". <br>

   <figure><img src="/files/S8oZIioYfqVS5ygsMdIo" alt=""><figcaption></figcaption></figure>
4. Click "Query" as the component type.&#x20;
5. Click "Save". <br>

   <figure><img src="/files/1DNGOk9LFmszWwCrFWe1" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Create "user\_id" User-Defined Variable

1. Fill in the Variable Name.&#x20;
2. Click Variable Configuration to select the Variable Type.<br>

   <figure><img src="/files/D7sDxb40o88Z74Hh2HmK" alt=""><figcaption></figcaption></figure>
3. Select "Data Layer Variable".<br>

   <figure><img src="/files/s2qnqofYYzm1cEu4I97u" alt=""><figcaption></figcaption></figure>
4. Fill in "user\_id" as the Data Layer Variable Name.&#x20;
5. Select "Version 1".&#x20;
6. Click "Save". <br>

   <figure><img src="/files/rQpesdzTtxFg8gqUxE0v" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Create "utm\_source" User-Defined Variable

1. Fill in the Variable Name.&#x20;
2. Click Variable Configuration to select the Variable Type.<br>

   <figure><img src="/files/BpOCeBIRqSSuSY5gBG9J" alt=""><figcaption></figcaption></figure>
3. Select "URL". <br>

   <figure><img src="/files/7p04rG6NQZ5OHCmCmbBD" alt=""><figcaption></figcaption></figure>
4. Select "Query" as the Component Type.&#x20;
5. Fill in "utm\_source" as the Query Key.&#x20;
6. Click "Save". <br>

   <figure><img src="/files/NPBLdQ0LwFxqT3cnhYM3" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Create "utm\_medium" User-Defined Variable

1. Fill in the Variable Name.&#x20;
2. Click Variable Configuration to select the Variable Type.<br>

   <figure><img src="/files/vqX4wPS5ayY3XIosz31k" alt=""><figcaption></figcaption></figure>
3. Select "URL".<br>

   <figure><img src="/files/NaRbFTZD6Hd636dI5RaA" alt=""><figcaption></figcaption></figure>
4. Select "Query" as the Component Type.&#x20;
5. Fill in "utm\_medium" as the Query Key.&#x20;
6. Click "Save". <br>

   <figure><img src="/files/KLJpRWs8aiP4UgNj6s5J" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Create Triggers

1. Navigate to the "Triggers" tab from the side menu.&#x20;
2. Click "New". <br>

   <figure><img src="/files/iYMLDXsDDwF3YHT6by0c" alt=""><figcaption></figcaption></figure>
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.&#x20;
6. Click "Trigger Configuration". <br>

   <figure><img src="/files/bg9US7xOjk6N7gy6Wkb0" alt=""><figcaption></figcaption></figure>
7. Select "Custom Event".<br>

   <figure><img src="/files/KsWvBV5L18S8hcEGxWmH" alt=""><figcaption></figcaption></figure>
8. Fill in the event name.&#x20;
9. Select "Some Custom Events".&#x20;
10. Configure trigger as: \
    {{{Event}}} equals "X". <br>

    <figure><img src="/files/r73cjgZ2KKOSStUXyiuZ" alt=""><figcaption></figcaption></figure>
11. "X" refers to the Event ID as listed on the CRM Back Office. <br>

    <figure><img src="/files/w2s8fb1C6zJzJOoE6T6s" alt=""><figcaption></figcaption></figure>
12. Do the same for all events.&#x20;
13. Click "Save".&#x20;
    {% endstep %}

{% step %}

#### Create Tags

1. Navigate to the "Tags" tab from the side menu.&#x20;
2. Click "New". <br>

   <figure><img src="/files/tPlUiDtunQ93aZ25uVh7" alt=""><figcaption></figcaption></figure>
3. Fill in the Tag Name and Click "Tag Configuration". <br>

   <figure><img src="/files/fjh8dApecOBOwK9ctWjU" alt=""><figcaption></figcaption></figure>
4. Select "Google Analytics". <br>

   <figure><img src="/files/s0wa7ohtf5IS8MagaQNj" alt=""><figcaption></figcaption></figure>
5. Select "Google Analytics: GA4 Event". <br>

   <figure><img src="/files/cLDMoViTK5MIOsz13UVm" alt=""><figcaption></figcaption></figure>
6. Fill in your GA Measurement ID and click "Create tag". <br>

   <figure><img src="/files/GmpX0Vwg9eUVXDKmcB5j" alt=""><figcaption></figcaption></figure>
7. Click "Save". <br>

   <figure><img src="/files/gtHWytXFRO5cNgBZA5zY" alt=""><figcaption></figcaption></figure>
8. Fill in your "Event Name" and under Event Parameters, click "Add parameter". <br>

   <figure><img src="/files/UB0x9ZfZnVSjYc6iS6F9" alt=""><figcaption></figcaption></figure>
9. Fill in the following parameters.&#x20;
   1. For Registration Tag:

      <figure><img src="/files/jp50VKmRJBbq1L0ddkuw" alt=""><figcaption></figcaption></figure>
   2. For both Login and KYC Tag, you will need to fill in "Even Parameters" and "User Properties". <br>

      <figure><img src="/files/MKy3lPwTygwzwNz19Ybe" alt=""><figcaption></figcaption></figure>
   3. For First Deposit Tag: <br>

      <figure><img src="/files/yHQLICwk2g15I3O8ri3d" alt=""><figcaption></figcaption></figure>
10. Click "Trigger". <br>

    <figure><img src="/files/crWvBbYWTpqo4eu0DSXm" alt=""><figcaption></figcaption></figure>
11. Select the corresponding Trigger for the Tag you are creating. <br>

    <figure><img src="/files/Hug9A9PsML2HXdrZJDrF" alt=""><figcaption></figcaption></figure>
12. Click "Save". <br>

    <figure><img src="/files/mWjC5ynUj524vpYem32J" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Submit Your Changes

1. Once completed, click "Submit". <br>

   <figure><img src="/files/ZtuAy20wCykjX5ygxbCV" alt=""><figcaption></figcaption></figure>
2. Review your changes and click "Publish". <br>

   <figure><img src="/files/XmP4rXkYQKTD9HpFY97f" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">5)   GA Reports & Analysis</mark>

Google Analytics offers a wide range of reporting options depending on your business goals and tracking setup. With GTM configured and events actively flowing into GA, you can tailor your reports to suit your needs. Below are just a few examples of useful reports you can generate:

1. **Dashboard Overview**: This high-level summary shows metrics such as active users by country, engagement levels, preferred languages, user stickiness, event counts, and top event names. These insights help you quickly understand where your users are coming from, how engaged they are, and which actions are most commonly performed on your CRM.<br>

   <figure><img src="/files/CmUI3EEkkethQAYadnkD" alt=""><figcaption></figcaption></figure>
2. **Event Analysis**: View the number of key events triggered—such as Login, Registration, KYC, and First Deposit—over a selected date range. This allows you to assess user progression through your funnel and identify which users may need follow-up or support to complete critical actions.<br>

   <figure><img src="/files/UCp6azc7XmPSFJKOSCaA" alt=""><figcaption></figcaption></figure>
3. **User Analysis:** Explore individual user journeys by identifying them via their CRM User ID, and track all events they've triggered. This is useful for sales or support teams to personalize communication, troubleshoot user issues, or target high-potential clients.<br>

   <figure><img src="/files/UWsD35HaIsQzAF9SFXAs" alt=""><figcaption></figcaption></figure>
4. **UTM Tracking & Campaign Attribution:** Analyze how users are arriving at your platform by viewing traffic sources, UTM campaigns, and the events those users trigger. This enables you to evaluate marketing performance, optimize acquisition channels, and focus efforts on campaigns that bring in quality leads.<br>

   <figure><img src="/files/NAQNtD1tbmGeQCVvEuzt" alt=""><figcaption></figcaption></figure>


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