Portal Analytics Overview

Slate includes the Google Tag Manager (GTM) code in the Slate branding template, but it must be properly configured to effectively track navigation to your portals and to provide the appropriate analytics data.

Note: This technique does not track applicants clicking between tabs in the portal. This is because the GTM code is embedded in the branding template, and because Ping tracks web visits for records. Activity is recorded when record visits the portal, but not specifically tabs the record clicks on or views.

Tracking codes embedded within individual tabs or pages register as unique visits. For example, adding a static content block to the Visit tab and embedding a tracking code within the source code (between the <head> and </head> tags) may enable you to see the number of visits specific to this tab. However, a true page refresh does not occur when the user navigates from between tabs. Different tracking codes (such as GTM, Facebook, or Pixel) may behave differently, so the process should be tested in you environment to be sure.

With an understanding of the tracking behavior, be aware of the options to track applicants navigating from portals to forms and landing pages. For forms, Urchin Tracking Module (UTM) Parameters can be used. This enables creating campaigns and tracking the referral source (such as a portal or an email to admitted applicants). For landing pages, tracking activity is accomplished with the GTM code added to your branding template. Additionally, you could embed additional code on specific landing pages by editing the source code in the WYSIWYG editor in the Description setting.

Refer to the Embedding Google Analytics and Conversion Tracking article for additional information.

Note: Technolutions can help with placing tracking or conversion scripts in the correct places in Slate, but we cannot assist with any configuration issues that are related to GTM or Google Analytics itself (such as which tags to configure and how, or which types of events to set up). Most frequently, the standard GTM and global site tag (gtag) implementations require that you place the main code into every page of your site (minimally recording page views) using the branding template. Refer to the related how-to article on adding analytics tracking scripts/code to your branding template for additional information.

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