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A Step-by-Step Decision Guide

Before generating and implementing tracking tags, it is essential to address some fundamental questions. Understanding what needs to be tracked and what should be remunerated or reported is crucial for effective tracking implementation. This documentation will guide you through the decision-making process, ensuring that you define the appropriate events, commercial categories, and implementation methods tailored to your business needs. By answering these basic questions upfront, you can streamline the tracking setup and ensure accurate and meaningful data collection.

Table of Contents
stylenone

1. Basket Tracking: Yes or no?

Industry?

Retail

other Industry (Finance, Travel, Telco, …)

  • Basket Tracking Tag
  • only one product per sale:
    Apply non-basket tracking tag
  • multiple products per sale:
    Consider basket tracking tag

2. Define Events and Commercial Categories

Event Type

  • Sale
  • Lead
  • other
  • Conversion Target sale
  • Conversion Target lead
  • define and create Conversion Target.

    Example: appinstall, registration etc.

...

Tracking category (Commercial grouping)

Expand
titlehow to defince commercial grouping

  • Revenue Characteristics:

    • Commission Rates: Products with similar commission structures can be grouped together. For example, if certain electronics and accessories have the same commission rate, they can fall under the same commercial category.

    • Profit Margins: Items with similar profit margins can be categorized together to streamline financial tracking and analysis.

    • Sales Strategies: Products targeted with similar sales strategies or marketing efforts can be grouped to align with business objectives.

  • Product or Service Grouping:

    • Retail Example: In a retail setting, all clothing items might be grouped into different commercial categories based on their brand or type (e.g., luxury vs. everyday wear).

    • Non-Retail Example: For service-oriented businesses like telecommunications, contracts with similar lifetime values and commission structures can be categorized together.

  • same commission for all products
  • different commissions for products
  • no to do:
    tracking category default will be used
  • - group commissions
    - create a tracking category for each group

3. Additional data?

Fo analytical purposes: Do you need any additional data?

...

  • voucher code

  • discount value

  • payment method

  • new customer

  • …

4. Implementation: What kind of tag?

Implementation

  • browser side
  • server side
  • GTM
  • other
  • sGTM
  • other
  • send GTM templates
  • send tracking tags
  • send sGTM tags (link to documentation)
  • send callback URL

...