Google Tag Manager

Add Zoho SalesIQ widget code to either selective or all the web pages of your site without having to edit the source code.

To add Zoho SalesIQ widget code on your site using Google Tag Manager

  • 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 "Zoho SalesIQ".
  • Hover over the label that says Tag Configuration and click on the pen icon that appears right beside.
  • In the window that slides in choose the option Custom HTML under the section Custom.
  • Paste Zoho SalesIQ widget code in the space provided.
  •  Check in the checkbox that says Support document.write to prevent loading issues.
  • Hover over the section that says Triggering and click on the pen icon right beside and either choose the option All pages(Default option available) or opt to frame customized trigger rule based on which the Zoho SalesIQ tag that you just created has to be initiated.
  • Click on Save.

 

 

Publish the tag created

To view the reflected changes you will have to publish the tag that you have just created for this you will have to

  • Click on the submit button that you can find in the top right corner.
  • Under the Publish and Create Version section, type out version name and a brief description for it.
  • 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.

 

 

Track all the live chat events by integrating Google Tag Manager with your Zoho SalesIQ

  • Log into your Zoho SalesIQ account.
  • Navigate to Settings > Integrations > Google Tag Manager.
  • Click on Enable.
  • You will be listed with all the websites that you have configured till date. You can decide whether to embed Zoho SalesIQ widget code via Google Tag Manager on those websites or not by clicking on the toggle bars provided right beside.

 

 

To track Zoho SalesIQ related events inside Google Analytics using Google Tag Manager

  • Click on ADD A NEW TAG which you can find in the New Tag box.
  • Name the tag as GA.
  • Hover over the label that says Tag Configuration and click on the pen icon that appears right beside.
  • In the window that slides in choose the option Google Analytics - Universal Analytics.
  • Choose Track Type as Event.

 

 

Setting up Category

  • Click on the more options icon which you can find right beside the Category text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as Zoho SalesIQ and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the Utilities section choose the option Constant.
  • Type out the Value as Zoho SalesIQ.

 

 

Setting up Action

  • Click on the more options icon which you can find right beside the Action text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as Zoho SalesIQ Event Action and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the section Page Variables choose the option Data Layer Variable.
  • Type out the Data Layer Variable Name as Action.

 

 

Setting up Label

  • Click on the more options icon which you can find right beside the Action text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as Zoho SalesIQ Event Label and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the section Page Variables choose the option Data Layer Variable.
  • Type out the Data Layer Variable Name as Label.

 

 

Setting up a Value 

  • Click on the more options icon which you can find right beside the Action text box. 
  • Click on the plus icon which you can find the top right corner in the window that slides in.
  • Name the variable as Zoho SalesIQ Event Value and hover over the label that says Variable Configuration and click on the pen icon that appears right beside.
  • Under the section Page Variables choose the option Data Layer Variable.
  • Type out the Data Layer Variable Name as Value.

 

 

Integrating Google Analytics account with your Google Tag Manager

  • Check the checkbox that says Enable overriding settings in this tag.
  • Copy and paste the Tracking ID from your Google Analytics account.
  • Click on Save.

 

 

Setting up the firing rule 

  • Navigate to the Triggers section.
  • Click on New.
  • Type out a name for the trigger say Trigger1.
  • Hover over the label that says Trigger Configuration and click on the pen icon that appears right beside.
  • Under the section Other choose Custom Event.
  • Type out the Event name say Zoho SalesIQ Event.
  • Choose the instance at which the rule has to be fired - Some Custom Events.
  • Then choose "Zoho SalesIQ Event Value" "contains" "Sales IQ"  from the drop boxes provided.
  • Click on Save.

 

 

Zoho SalesIQ related events that can be tracked inside Google Analytics via Google Tag Manager

EventsDescription
Button ClickedNumber of clicks on the Zoho SalesIQ chat button.
Chat ClosedNumber of clicks on the Close (X) icon in the chat window.
Chat MinimizedNumber of clicks to minimize the Zoho SalesIQ chat window.
Bubble ClosedNumber of clicks on the Close(X) icon on the chat bubble.
Chat ConnectedNumber of chat sessions with the visitors.
Chat EndedNumber of chats ended by the visitors.
File TransferredNumber of file transfers made by the visitors.
Chat PrintedNumber of chat transcripts printed by the visitors.
Chat Mail SentNumber of chat transcripts emailed by the visitor.
Rating submittedNumber of ratings submitted by visitors.
Feedback submittedNumber of feedback messages submitted by visitors.
Chat TriggeredNumber of auto and proactive chat initiated to the visitors.
Chat InitiatedNumber of visitor initiated chats.
Offline Message SubmittedNumber of offline messages submitted by the visitors.
Chat MissedNumber of chats missed by the SalesIQ users.
Chat Ended by visitorNumber of chats ended by the visitors.

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