April 1, 2020
New GTM Custom Templates explained (feat. Kevin from Bounteous)

New GTM Custom Templates explained (feat. Kevin from Bounteous)


In this video Kevin from Bounteous is going
to show you how you can utilize this new feature within Google Tag Manager called templates. All and more coming up. Hey there measuregeeks, Julian here back with
another video for you. Today, we want to talk about Google Tag Manager
templates which is a new addition to Google Tag Manager and a pretty big one because it
extends Google Tag Manager in so many different ways. So I asked my friend Kevin Hagg from Bounteous
to come on the channel to talk about Google Tag Manager templates because he has written
a very extensive blog post on bounteous.com. Now, I must admit, bounteous is one of my
go to resources when it comes to Google Tag Manager. When I got started with Google Tag Manager,
I read their blog incessantly. And I also got a lot of inspiration to make
these videos. So big shout out to Bounteous. If you haven’t checked them out yet, please
have a look in the description down below where we have them linked up as well. But back to Google Tag Manager templates because
we got lots to cover. So Kevin, take it away. Thanks, Julian. And Hi, everybody. My name is Kevin Hagg and I’m an analytics
tech lead at Bounteous. Today, we walk through the recently introduced
feature in Google Tag Manager, the Custom Templates. Before we get started, let’s take a look what
templates are currently available in GTM. Once you create a new tag in GTM, you have
a variety of tag types to choose from. Google tag manager has long supported the
three native tag types featured for Google tools like Google Analytics or Google Ads. Custom, the tag type for inserting your marketing
pixel if there are no supported templates in GTM and more. In this category, you’ll find third party
tags from approved vendors. While we may have many different vendors in
here, you’ll notice we don’t have a tag type for all the Martek solutions out there in
this list. For instance, I don’t see a template for Facebook,
or for Salesforce, for example. Even for some texts that we have in here,
like this LinkedIn inside tag, there may be limits for how we can use it. Well, what do you do with a tag you want is
not available? In the old days, you’d go ahead, you copy
the code, and you either paste it into a custom HTML tag or you paste the URL into a custom
custom image tag. This introduces extra complexity and actually
adds risk to your site. But now, there’s a better way. In May 2019 GTM introduced custom templates. These are standardized templates built by
the community and martech companies and introduce them more rigid and secure way of tracking
then just pasting the code into the custom HTML tag. In the past, Bounteous and others have created
recipes or importable solutions to common tracking problems. Custom templates are more official encouraged
best practices. And we’re thrilled about what this means for
the GTM users. First off, anyone can create a custom template,
either for variable or for a tag, just by clicking New. I won’t go into much detail today about creating
a custom template. But if you’re interested, I wrote a blog post
talking about the full building process on the Bounteous blog. The link to the post is available in the video
description. However, most GTM users won’t need to create
their own templates. The biggest benefit to GTM users will likely
come in using and sharing templates that others have created. So let’s look at that process. Take LinkedIn inside tag that I mentioned
earlier. If you’re running any sort of LinkedIn campaign
to drive traffic to your site, you will want to make sure you’re able to measure how they’re
performing. In GTM, we already have the site wide inside
tag that fires on every page and enables you to define URL based conversions. But when there is no unique URL, you have
to fire an event specific pixel. To make this easier, we created a custom template
for you. Keep in mind that this is a template built
by Bounteous and not an official template from the LinkedIn Corporation. You can get a template from anywhere, someone
can email it to you, you can download it on a blog, or in this case, you can get it from
the current best option GTMtemplates.com. This side is a community supported portal
created by Simo Ahava and David Vallejo. We will put the link to the site into the
video description as well. In here, you’ll find templates for Facebook,
Yandex Metrica, LinkedIn, or Pardot. And I’m really excited to see what else gets
created in the future. Now let’s go back to my LinkedIn example from
earlier. On the detail page, with one click, we can
easily download the TPL file, which is our template file. Now the file is downloaded. Let’s go back into Google Tag Manager. To import a custom LinkedIn template, let’s
open the contextual menu and import the .tpl file. Now, we can either test our template by using
the preview mode, or we can save it right away. In this video, we won’t go over the underlying
code and the template creation process as mentioned earlier. So let’s hit save for now. The LinkedIn event tag is now part of your
available Google Tag Manager tag types. Let’s verify that. Go to tags. Let’s create a new tag. And you will find your template under the
custom section. Let’s use our custom template to build our
first LinkedIn tag. Let’s fire this LinkedIn tag on a form Submit. I have to insert two values here, the partner
ID and the conversion ID. You’ll find both values in the LinkedIn campaign
manager. To make my life easier, I store the partner
ID in a custom GTM variable. So I don’t have to copy and paste the same
code over and over again. For the conversion ID, for now let’s say random
string like 1234. Now, let’s choose the appropriate trigger. I already created a form submit trigger. So let’s apply that to the tag and save our
LinkedIn event tag. Now we’re almost ready to go. As always, make sure you QA your tag before
you publish. As you can see, most users will benefit from
using templates that others have created and shared, they’re less risky and more user friendly
than pasting in custom HTML. I encourage you to explore the galleries of
options and to leverage custom templates also in your GTM container. If you’re interested in creating your own
or want to know more, check out the posts I’ve shared earlier and make sure to read
Simo’s comprehensive guide. Both are link in the video description. Lastly, thanks to all the companies and individuals
that have contributed so far. I can’t wait to see how custom templates evolve. Now back to you Julian. Alright, so there you have it. These are Google Tag Manager templates. Thank you Kevin from Bounteous. Please check out his blog posts down below
he has much more details about templates. And if you want to build your own templates,
then you probably need to know a little bit of JavaScript and you need to be a developer
probably already because it’s not that easy to figure out. But Kevin has written everything up in his
blog post down below. Now I’d love to hear from you. Will you utilize Google Tag Manager templates? Or will you just keep on with your custom
HTML tag? Let us learn together in the comments down
below. And if you liked this video, why not give
us a thumbs up and also subscribe to our channel right over there because we bring you new
videos just like this one every week. Now my name is Julian, see you in the next one.

4 thoughts on “New GTM Custom Templates explained (feat. Kevin from Bounteous)

  1. Hi Julian…just a great video
    i have a question regarding GTM
    when I run ads from different platforms, how GTM can recognize from which source came this traffic and base on that it fires the right tag
    let's assume I running ads from facebook, GTM could recognize is this traffic came from facebook and fire the pixel same things with google ads and Pinterest…ect.if it couldn't what I should do

  2. Great video guys 😀 Just a quick question what would be your 5 top gtm to put in place for a business starting out to get the best data?

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