To do this you'll need to understand what information is being tracked, by whom, and how that data is being stored and used. In understanding this, you simply want to be clear about what you can and can't do under the terms of your existing policy. If it's overly restrictive then you may need to talk to senior management about amending your policy to allow you to make better use of current technologies to better serve your customers (and make budgets go further).
Once you're clear and happy that your policies allow you to pop a little bit of conversion tracking on the site, you'll need to work out where you need the code to go. It depends on the purpose of the code but some will need to go on every page on the site and some will only be on a single page.
It's important that you understand where the code needs to go and give clear briefs to anyone doing the work for you. This will help ensure that the data you collect is clean and useful to those processing it for reporting purposes.
If the code is being used to track customers through to a transaction, then you will likely need to talk to other suppliers as well as your web agency. We work with clients who use a number of different platforms for ticketing and the ability, or indeed the mechanism required, to add tracking code to those platforms varies. So you'll need to work out what your set up is and talk to your different suppliers about the best ways to track your customers across the different platforms that you have in place.
Depending on what you're 'selling' this could mean that you need tracking code on your website, ecommerce platform, donation platform and ticketing platform. The specific combination will depend on what campaign you're running and what you need to measure to track your success.
Some older platforms are not be able to support cross domain tracking and it's not easy to add and remove tracking code without support from a developer. Newer versions allowing you more control are available so you may need to upgrade some of your existing software in order to make the most of it.
Google Tag Manager is a useful tool that can be used across platforms and domains to track customers journeys. It has a user friendly interface and once the container has been added to a site/platform, it allows tracking code to be added and removed without the need for a developer every time. This makes it much more flexible as a tool but still requires a certain level of confidence and know how. Give us a shout if you want to know more about this solution.
Here's your checklist:
- Assuming that it's good to go, check in with your suppliers (website, ticketing, ecommerce, donations, mailing list) about the best way to manage these requests
- When someone asks you to add some conversion tracking code, make sure you understand:
- what the code is doing
- what sort of data is being collected
- where that data will be held
- who will have access to the information collected
- what the data will be used for
- what page/s should the tracking code be installed on
- what platforms it should be installed on
- what dates it should be there from/to (excess code over time will slow down your site so mke sure to remove tracking code you don't need anymore)
If you're happy with all of the above then go ahead!
These tools are a great way to better understand the online behaviour of your customers and how they interact with your marketing campaigns across different channels.
The data collected can help you and your partners make better use of budgets as you start to understand the ROI for each of the channels that you use. It can also help you identify which channels are used by different audience segments. All of this is really great and exciting stuff.
We pride ourselves on helping you put your users first so we just want to make sure that they are getting what they expect from you.