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Integrating Serviceform Tools with GA4

You will learn how to setup and start receiving data from Serviceform tool.
How to send Serviceform events to Google Analytics via Data layer?

Once you've connected your website to Google Analytics through Google Tag Manager, you can commence monitoring events on your website. The data layer, in this context, serves as a dynamic repository(Storage) where serviceform tools automatically send events to Google Tag manager. This article mainly focuses on:

      • Creating a Trigger

      • Creating a Tag

By default, serviceform tools automatically send events to the data layer, enhancing the tracking capabilities for a more comprehensive analysis of user interactions.

• Interaction - "serviceform_chat_interaction"

          This event will be pushed to the data layer when the chat is initiated by the user.

• Lead - "serviceform_chat_lead"

          This event will be pushed to the data layer when a lead is sent, i.e. when the chat is complete.

• Live chat - "serviceform_chat_livechat"

          This event will be pushed to the data layer when the user initiates a live chat or starts a conversation with a live agent.

• Redirect - "serviceform_chat_redirect"

          This event will be pushed to the data layer when the user is re-directed to another website.

Here is how a Data layer event would look like:

window.dataLayer = window.dataLayer | | [ ];

window.dataLayer.push ({'event': 'serviceform_chat_interaction'});

How to create a Tag and a Trigger?

In order to start receiving these events in Google Tag Manager, you must have to create a Tag and a Trigger. You will need to create separate Triggers and Tag for each and every event. Let's dive into it:

• Trigger

1. Create a New trigger in the Triggers menu section. Enter a name for the Trigger.

2. Select Custom Events under Trigger Type.

3. Type "serviceform_chat_interaction" as the Event name(Refer to this list) and click on Save. All default Serviceform events would initiate this trigger. Enter a name and Click on save.

• Tag

1. Create a New tag in the Tags menu section. Enter a name for the Tag.

2. Select Google Analytics: GA4 Event in Google Analytics under Tag Configuration.

3. Enter your Google Measurement ID(Tracking ID), you can find this in Google Analytics Data Stream settings under the Admin section. Enter a name for this event.

4. Select "Chat Start" custom event(Events that you have created) under Triggering section and click on save.

5. Click on Submit and review the data in Google Analytics.

Note:

• You can send custom events to the Data layer using a custom javascript event in the tool builder interface. Accordingly, you will need add Triggers and Tags to listen to those events and send the data to Google Analytics.