Marc asks, "How do I set a goal for ungated content? I want to give away something but still be able to track it."
The reason for setting up ungated content tracking is that it lets you feel more comfortable giving away content instead of putting everything behind a registration wall. Some organizations are notoriously scared of giving away anything, believing that we must ask for value before we give any value.
The best practice is a two-part answer and requires both Google Analytics™ and Google Tag Manager™. You always want to use Tag Manager for this sort of thing because of its capabilities when it comes to tracking user interactions. Watch the video for the complete walkthrough.
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What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for watching the video.
In today's episode Mark asks, How do I set up a goal in Google Analytics for gated content, I want to build a good something way, but still be able to track it. Now, the reason you would want to set up a goal for gated content is that it lets you as a marketer feel more comfortable about giving away your content, instead of putting everything behind a registration wall or pay wall. Some organizations, some bosses are notoriously scared of giving away anything, they're like, no, everything's got to be registered with otherwise, we don't know whether it's working or not. But we know that people are not necessarily comfortable putting on all their information to a forum just to get a piece of content that they're frankly not sure it's going to be worth it. So
how do we how do we do this, how do we do this in a way that satisfies our boss, but also satisfies the customer. The best practice is to use Google Analytics and Google Tag Manager together, you always want to use Google Tag Manager for the sort of thing because of its tracking capabilities. It has capabilities that analytics does, but it would require a lot of jumping through hoops. So let's go ahead and go through how to do this first, in Google Analytics. Let's create a new goal here, I'm just going to resist old gold slot, we're going to go into step one cut and just choose a custom goal. Step two, we're going to choose a goal type. Let's name this download PDF. And we're going to choose an event
it continue Step three, what we want to do a specify what type of things someone's going to be doing. So category, we're gonna call this a download action will say, they're going to click on the PDF and label is going to repeat, name these whatever you want, but keep them consistent. What I recommend you do is actually a screenshot this so that you remember what you typed. So we've got this all set up here, you can specify any a value in the goal. Or if you want to specify an arbitrary value, you're not sure what it's worth yet in the conversion process, you could specify the here for that sake, I'm going to use $1 as the conversion value. And again, if you've done the work to identify, understand what the value of a download is, then put that in either in the goal in the event trigger later on, or put it here, if you're not sure to put a one for right now, we're going to hit save.
And now done. So we've done the download part, we've done the goal itself in Google Analytics, Google Docs is saying, I'm ready to listen, let's go to Google Tag Manager. Now, in Google Tag Manager, we now have to create the announcement that Google Analytics is going to listen to or so let's call this let's go to tags. First, we're going to create a new tag, we're going to call this download PDF, you can again, name it whatever you want, this part is arbitrary, we're going to choose Universal Analytics, we're going to use an event the event is, hey, I've done something. Now, this should look very familiar. We're going to specify download the action is click on label is PDF, whatever, you named it in Google Analytics, name it here, if you want to put the value here. Like if you want to be able to specify different PDFs, you certainly could have, they could have different values, make sure you specify whatever your Google Analytics website value your tracking code is, that should be pre configured when you set up Tag Manager previously, if you haven't done that there are other videos for that sort of thing. So we've got all this setup here. Now. Next, what we want to do is want to set up the trigger that says, hey, this is when to do this. Google at Google Tag Manager offers a huge number of triggers. I'm going to put a PDF, click where call this one is going to be a new trigger just for this purpose. And you'll look here just link so people are going to click on a link we can skip the these things here. And we want to specify some link clicks and we want to specify the click URL contains dot PDF. Now if there's a specific PDF you want to track, you would put the name of it here like I don't know free paper PDF, but if you want to track all the PDFs on your website, which would include PDFs that are hosted on somebody else's website so make sure you're clear if you want a PDF that's on your site or any PDF click on your that you've linked to in all your blog content, whatever that it goes here and hit save. And now what's happening is this event will happen when Google tag manager says hey, I just saw somebody click on a PDF link on my website fire the tags will hit Save here
and now we will publish this change
now we are all set what we've done is we told Tag Manager listen for whenever a user clicks on a PDF on a website tell Google Analytics Hey, this event is happening Google Analytics says got it I heard that event I'm going to turn it into a goal and say that the goal happen and and report it accordingly. Now you can do other stuff but this this to now that you know how to set up that trigger and that trigger is already preset, you can reuse it, you could set up other tags. So for example, if you're using remarketing for example or Converse set as a conversion for AdWords you could link it to other types of conversions you could use custom HTML and change the contents of the page and of course if you using any of them, you know dozens and dozens of technologies that Google Tag Manager supports out of the box or with some custom code you could for example add someone to a retargeting audience when they have when they've clicked on something of value so you could run a an ad campaign for and gated content but still be able to track when somebody does something and then remark it to them later which is a very very powerful tool so great question mark. It is a little more complex than you know your average Google Analytics goal but this gives you the freedom to have some engaging content on your site to satisfy your customers your potential customers while still satisfying the boss and say hey we are tracking this we know how our contents performing we can show you some some results for this we don't know who necessarily yet but we've got everything in place that we wanted to do retargeting and remarketing and and collect leads from those people
later on down the road. They're all tagged and ready to go. So great question. As always, please subscribe to the YouTube channel on the newsletter and I'll talk to you soon. Take care
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