TUX: How to Integrate GA4

  1. Triblio Configuration
  2. GTM Custom Variable Setup
  3. GTM Custom Trigger Setup
  4. GTM Custom Tag Setup
  5. GTM Personalization Event Setup
  6. GA4 Custom Dimension Setup
  7. GA4 to Triblio Integration Test
  8. Firmographic-Dimensions
  9. Web Personalization Dimensions for GA4 Custom Dimensions

As of July 1st, 2023, Google's Universal Analytics is going to stop tracking events, unless you are a 360 user (then you get another year to delay the inevitable! Therefore, if you want to track Triblio's account firmographics and other events inside GA4, you will need to complete the below integration steps. There are two things you need to setup in Tag Manager and GA4: Triblio Firmographic User Properties (i.e. Custom Dimensions) and Triblio Campaign Events (e.g. Personalization Views). See below for the step by step guide on how to configure both of these.

1. Switch your Third Party Integration Type to GA4

In the Setup area of Triblio, under the Website & API Management section, on the Third Party Tab, switch the type of your integration to "Google Analytics v4":

2. Setup Custom Variables in Tag Manager

In order for Tag Manager to properly capture and send custom user properties, you need to setup User-Defined Variables for each of the Triblio values you want to track. To do this, follow these steps:
  1. Select the Variables option from the left hand menu of Tag Manager:
  2. Scroll down to User-Defined Variables (the second table on the page) and create Data Layer Variables for all the Triblio custom dimensions you want Tag Manager to know about and be able to pass to GA4. 
    1. For the Data Layer Variable Name, you will need to enter the exact name of the Triblio Custom Dimension: tr_domain, tr_name. See the two table below for those values.
    2. Make sure to give each variable a memorable name when saving it for easy reference, for example: "Data Layer Variable - tr_domain" OR "dlv - tr_domain"
    3. We recommend minimally using the following dimensions :
      1. tr_domain
      2. tr_industry
      3. tr_isIsp
    4. If you use personalization, then we also recommend setting up the following variables:
      1. tr_personalization
      2. tr_campaign
      3. tr_audience 

3. Setup Custom Triggers in Google Tag Manager

In order for Tag Manager to receive the enriched account dimensions from Triblio you will need to set up a custom trigger that monitors for the Triblio data to be added to the Data Layer (essentially, a trigger that waits for the Triblio data to be available to Tag Manager). 

  1. First, navigate to the Triggers menu tab on the left hand side of Tag Manager:
  2. Click the New button in the upper right corner and create a new trigger with a trigger configuration of Custom Event as the trigger type and an event name of tr_firmographic_enrichment
  3. Give the trigger a meaningful name, such as: Custom - tr_firmographic_enrichment

This will tell Tag Manager to be on the lookout for the Triblio event to come through with all the appropriate user properties and event data.

4. Setup Custom Tag for GA4 Events in Tag Manager

Setting up a new GA4 Event tag assumes that you have already configured a GA4 tag within Tag Manager. This event will retrieve the Triblio custom dimensions from the data layer and push them to the corresponding GA4 Measurement ID/Data Stream. Here are instructions for setting up the two Triblio GA4 events:

User Property Custom Dimension Events (All Account Firmographic Data)

  1. Go to the Tags menu tab on the left hand side of Tag Manager. 
  2. Create a new tag and select Google Analytics: GA4 Event and select the appropriate Configuration Tag for your GA4 instance.
  3. For the event name, enter: tr_firmographic_enrichment
    1. This is the name of the Triblio Data Layer event and will tell GA4 to monitor for that event and then, when it sees that event, push the appropriate variables to the right GA4 instance. 
  4. The next step is to add all the desired variables to the User Properties configuration section. 
    1. Make sure to name each Property Name the Triblio Data Layer Variable Name (seen in the table below) and then use the Brick Icon to select the corresponding variable you set up earlier in the Value section. Your final configuration for this even should look something like this:
  5. Give the tag a meaningful name, such as: GA4 Event - tr_firmographic_enrichment
  6. Finally, make sure to select the trigger you created in section 3 as the trigger for this tag - not "All Pageviews" which is the default tag trigger value.

5. Web Personalization Custom Dimension Events

  1. Go to the Tags menu tab on the left hand side of Tag Manager.
  2. Create a new tag and select Google Analytics: GA4 Event and select the appropriate Configuration Tag for your GA4 instance.
  3. For the event name, enter: tr_event
    1. This is the name of the Triblio Data Layer event and will tell GA4 to monitor for that event and then, when it sees that event, push the appropriate variables to the right GA4 instance.
  4. The final step is to add all the desired variables to the User Properties configuration section. 
    1. Make sure to name each Property Namethe Triblio Data Layer Variable Name (seen in the table below) and then use the Brick Icon to select the corresponding variable you set up earlier in the Value section. Your final configuration for this even should look something like this:
  5. Give the Tag a meaningful name, such as: GA4 Event - tr_event

Note: Make sure you publish all your Tag Manager updates once all the previous steps have been complete.

6. Setup Custom Dimensions in GA4

The final configuration step is to set up the corresponding custom dimensions in GA4. These act as the buckets to represent the data that Tag Manager pushes to GA4 and makes that data accessible for segmentation and reporting. If you don't do this step, you will see the events being passed through to GA4, but the data will not be available to select in any of the GA4 reports.
  1. Go to the Settings section of GA4 (the gear in the bottom left corner).
  2. Under the middle Property menu, scroll down and select Custom Definitions.
  3. Create a custom definition for all the Triblio values you want to record in GA4.
  4. Give the dimension a name. This name can be whatever you want and will be the way you refer to this dimension within GA4 for report building. Set the scope to User for all the Triblio dimensions.
  5. Then enter the Triblio Data Layer Variable Name for that dimension in the User Property field (this MUST be the name of the value from the table below and must match the value you entered as the variable in Tag Manager).

Once all the dimensions have been configured, you should start seeing dimensional data populating for users within GA4.

7. Test If the Data is Coming Through

  1. Visit your site.
  2. Navigate to the Reports menu tab in GA4.
  3. Select the Realtime report from the lefthand menu.
  4. Scroll down to the bottom and check to see if any of the Custom Dimension values show up in the User Properties reporting card. Data should populate there and look something like this if it was set up correctly:

Firmographic Dimensions for User Property GA4 Custom Dimensions

Dimension Data Layer Variable Name Data Example
Name tr_name Triblio
Domain tr_domain triblio.com
Industry tr_industry Software Publishers
Sub Industry tr_subIndustry Prepackaged Software
Employees tr_employees 50 to 100
Employees Code tr_employeesCode 3
Revenue tr_revenue $5,000,000 to $10,000,000
Revenue Code tr_revenueCode 6
Is ISP tr_isIsp false
SIC Code tr_sicCode
7372
NAIC Code tr_naicCode 513210
Country tr_country United States
Region tr_region Virginia
City tr_city Reston
Custom Data* Your User Defined Name ABM Account

*You will need to define the data layer variable name through Triblio in the Third Party of the Website & API setup page:

Web Personalization Dimensions for GA4 Custom Dimensions

Dimension Data Layer Variable Name Data Example
Personalization Name tr_personalization Home Page - IT Persona
Campaign Name tr_campaign IT Vertical
Audience Name tr_audience IT Target Accounts
Smart Page Name tr_smart_page AE Account Pages
GA Retargeting Segment tr_retargeting All IT Account Visitors
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