There are two ways to send Lead Attributes with the help of GTM. In this guide, we will describe all of them :
Send LA with Custom event (In this case your LA will be sent as a custom event).
Send LA with Form-submit event (In this case your LA will be sent as form submit event. In this case event will send not only LA to SW, but Lead’s email too).
First option : Sending LA with Custom Event
Please follow the next 10 steps as explained.
(1) Open Google Tag Manager
(2) Create a new Tag in your website's container
(3) Click on Tag configuration
(4) Choose SalesWings Custom Event Template (you'll need to search for it in the Community Template Gallery if you never used it before)
(5) Specify a Kind parameter. For Example "Lead Attribute"
(6) Specify a Data parameter. For Example {{Page URL}}
(7) Under "Event Properties/Lead Attributes", enter:
ID should be exact ID of Event Property or Lead Attribute you created in the SalesWings cockpit
Type should match Event Property or Lead Attribute type on the Falcon page (Guide: How to create CA in SalesWing settings)
Value could be any static value or GTM variable
Note: The value custom-attribute (kind parameter) will be visible in the cockpit, so you can use an another name for it. The name of this value has no effect on the CA sending process.
As an example, we used a built-in variable from GTM called Page URL. You can also see how it looks in the SalesWings cockpit.
(8) Go to “Triggers"
(9) Choose the Form Submission trigger
(10) Select “All forms” or define with “Some forms” where/when the trigger should fire
(11) Save your tag
(12) Don’t forget to Submit all your changes in order to publish the changes to your website
To see your LA in the SalesWings cockpit, you have to create Attributes in SalesWings settings. You can read more about it here.
Second Option : Sending LA with Form-submit Event
(1) Open Google Tag Manager
(2) Create a new Tag in your website's container
(3) Click on Tag configuration
(4) Choose SalesWings Form Submit Template (you'll need to search for it in the Community Template Gallery if you never used it before)
(5) Specify an Email Value. The email value is provided in the Email Value input. In a real usage scenario, this would be not a static text, but a GTM variable that should be set up separately from the tag. For most of the use cases, it would be sufficient to set up a GTM variable of type DOM Element that would capture an email value from an input on the form (this is a standard GTM component):
(6) Under "Event Properties/Lead Attributes", enter:
ID should be exact ID of Event Property or Lead Attribute you created in the SalesWings cockpit
Type should match Event Property or Lead Attribute type on the Falcon page (Guide: How to create CA in SalesWing settings)
Value could be any static value or GTM variable
(6) Go to “Triggers”
(7) Choose the Form Submission trigger
(8) Select “All forms” or define with “Some forms” where/when the trigger should fire
(9) Save your tag
(10) Don’t forget to Submit all your changes in order to publish the changes to your website
To see your LA in the SalesWings cockpit you have to create Attributes in SalesWings settings. You can read more about it here.
Appendix: How to find the attribute-name of the necessary field ?
(1)Go to your website
(2)Open the page where form that you want to track is located
(3)Open Developer Tools (Shift + CTRL + J (on Windows/Linux) or Option + ⌘ + J (on MacOS))
(4)Inspect the relevant field (click on Inspector icon in Dev Tool, then guide the cursor on the field you want to inspect and click on it)
(5)Copy the name of the attribute (we use id of the field in our example, it is highlighted in the screenshot. You can also use the class of the field, name, etc.)