Installing with Google Tag Manager (Developer)

Using Google Tag Manager to install Appcues can be a quick and easy way to get started with Appcues without having to push any new code. Getting started is pretty easy. There are two to three things we need to get done:  

  1. Load the Appcues Javascript SDK into the page.
  2. Make sure Appcues.identify() is called.
  3. For single page applications, make sure Appcues.page() is called appropriately.
  4. Optionally, add a tag for Appcues.group().

Loading Appcues resources into the page

These first two items are pretty easy. The Appcues script should be loaded and Appcues.identify() should be called on every page load. We'll want to put the following line into a tag (substituting your own account id for <YOUR_ACCOUNT_ID>):

<script src="//fast.appcues.com/YOUR_ACCOUNT_ID.js"></script>

Identifying your user to Appcues

Appcues depends on the Appcues.identify() call to pass a user ID and other user properties when checking whether to show content on a page or not. You can add this call into another tag. If you're merely testing Appcues, you can always hard-code these values in, such as adding the following to Tag Manager:

<script>   
    Appcues.identify('testUserId', {userName: 'Test Testerson', email: 'test@test.com'});
</script>

This means that every user will have the same user ID and there won't be a way to differentiate between users, so, for a full implementation, you'll need to send over an actual user ID. Although a user ID is the only user information actually required for Appcues to work, it's also a good idea to send some additional user properties. To do this through Tag Manager, you'll need to leverage Tag Manager Variables (see here) and pass those into the identify call:

<script>   
    Appcues.identify(<USER_ID_VARIABLE>, {<USER_PROPERTY_VARIABLES>});
</script><>

For Single Page Applications you will need to add a call to Appcues.page() for any URL changes:

This means that when the URL changes without causing a full page load, Appcues will still know that the user is on a new page and should check for new content to show. 

Optionally, add a tag for Appcues.group()

Group properties describe the account on which the user is currently active; things like company name, plan tier, and industry. This information is optional and can be sent using  Appcues.group(). A user can belong to multiple groups, but only one group can be identified at a time. Only the group most recently associated with the user will be considered for targeting.

Similar to  Appcues.identify(), a unique group ID is required, and all the same formatting restrictions apply.

Example:

<script>
    Appcues.group("6789", {company_name: "Lendi Global",plan: "enterprise",employee_count: 12000,trial: false});
</script>

And that should do it! To test your installation after publishing, login to your site, open the browser console, and enter 

Appcues.debug()

This will give you some diagnostic feedback on how Appcues is setup and what data is being sent. Check out our debugging documentation for full details on this feature. And for more information on a standard installation of Appcues, check out our installation overview.

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