Integrate Google Tag Manager with SalesIQ
Google Tag Manager is a tool that lets you add and manage multiple tags (code snippets) and run them without editing or modifying your website's code. You can add the SalesIQ widget code to either selective or all the web pages of your site without having to edit the source code.
With Google Tag Manager, data from one source (your website) will be shared with another data source (Google Analytics) through Google Tag Manager. GTM will be extremely useful when you have many tags to manage, because all of the code is stored in one place, i.e. your Google Tag Manager account.
Add Zoho SalesIQ to your website using Google Tag Manager
Adding SalesIQ to your website using Google Tag Manager includes the following steps:
- Create a new Tag for the SalesIQ widget code
- Publish the SalesIQ tag
- Add the Google Tag Manager script to your website
1. Create a new Tag for the SalesIQ widget code
- Login to your Google Tag Manager account.
- Click on Add a New Tag, which you can find in the New Tag box.
- Name the tag as SalesIQ Tag.
- Hover over the label that says Tag Configuration and click on the pen/edit icon that appears right beside.
- In the window that slides in, choose the Custom HTML option under the Custom section.
- Paste Zoho SalesIQ live chat code in the space provided. To get the code:
- Login to your Zoho SalesIQ Operator console.
- Navigate to Settings > Brands. Click on the name of the brand that you are attempting to include the SalesIQ chat widget in.
- Select Installation > Website, click on the code to copy it.
- Paste this code in the Custom HTML window on the Google Tag Manager Tag Configuration section.
- Select the checkbox that says Support document.write to prevent loading issues.
- Hover over the section that says Triggering and click on the pen/edit icon right beside. You can either choose the All pages option, which is the default option available, or you can opt to frame a customized trigger rule based on which the SalesIQ tag that you just created has to be initiated. Then click on Add.
- Click on Save.
2. Publish the SalesIQ Tag
To view the reflected changes, you will have to publish the tag that you have just created. For this:
- On the workspace page, click on the Submit button that you can find in the top right corner.
- Under the Publish and Create Version section, type out the version name and a brief description for it. Then, click on Publish to publish the changes made.
- You will be then re-directed to the Version tab in which you can view version summary, version changes, activity history and more.
- Now you have successfully created and published the SalesIQ tag on your Google Tag Manager.
3. Add the GTM script to your website
For SalesIQ to start functioning on your website, you need to add the Google Tag Manager script to your website. For this,
- On the workspace page, click on the GTM ID at the top.
- The codes provided must be pasted onto every page of your website's HTML source code.
- Copy the first code snippet and paste it as high in the <head> of the page as possible.
- Copy the second code snippet and paste it immediately after the opening <body> tag.
Integrate Google Tag Manager with Zoho SalesIQ
- Log into your Zoho SalesIQ account.
- Navigate to Settings > Integrations > Google Tag Manager.
- Click on Enable.
- All the brands on your portal (both active and inactive) will be listed here. You can click on the toggle buttons adjacent to each brand to embed Zoho SalesIQ widget code via Google Tag Manager on those websites.
Track Zoho SalesIQ chat events inside Google Analytics using Google Tag Manager
To track the SalesIQ chat events on Google Analytics using GTM, you need to add the Google Analytics code along with the SalesIQ live chat code in Google Tag Manager.
- Open the Sales IQ tag in Google Tag Manager, and paste the Google Analytics tracking code above the SalesIQ live chat script. Click on Save.
- On the workspace page, click on the Submit button that you can find in the top right corner.
- Under the Publish and Create Version section, add a version name and description, and then click on Publish.
- You will be then re-directed to the Version tab in which you can view version summary, version changes, activity history and more.
- Now you have successfully added the Google analytics code using Google Tag Manager to your website. This will allow you to start seeing the SalesIQ chat events on your Google analytics dashboard.
Zoho SalesIQ related events that can be tracked inside Google Analytics via Google Tag Manager
| Events | Description |
| Button Clicked | Number of clicks on the Zoho SalesIQ chat button. |
| Chat Closed | Number of clicks on the Close (X) icon in the chat window. |
| Chat Minimized | Number of clicks to minimize the Zoho SalesIQ chat window. |
| Bubble Closed | Number of clicks on the Close(X) icon on the chat bubble. |
| Chat Connected | Number of chat sessions with the visitors. |
| Chat Ended | Number of chats ended by the visitors. |
| File Transferred | Number of file transfers made by the visitors. |
| Chat Printed | Number of chat transcripts printed by the visitors. |
| Chat Mail Sent | Number of chat transcripts emailed by the visitor. |
| Rating submitted | Number of ratings submitted by visitors. |
| Feedback submitted | Number of feedback messages submitted by visitors. |
| Chat Triggered | Number of auto and proactive chat initiated to the visitors. |
| Chat Initiated | Number of visitor initiated chats. |
| Offline Message Submitted | Number of offline messages submitted by the visitors. |
| Chat Missed | Number of chats missed by the SalesIQ users. |
| Chat Ended by visitor | Number of chats ended by the visitors. |
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