Quick Reference Guide
Workflow Actions: Tag Manager
SET UP THE TAG MANAGER ACTION
To add a Google Tag Manager step to your workflow:
- Click the + icon to add a new step
- Select Step > Google Tag Manager
- Give your action a clear name (e.g., Track Form Completion or Submit Lead Event)
Pro Tip: Use Preview Mode in Google Tag Manager to test your workflow triggers before publishing. This helps validate that your event names and variables are firing correctly—and keeps your analytics squeaky clean.
ENTER GTM DETAILS
Next, provide the basic info needed to send the event:
- GTM Container ID: Enter your container ID in the format
GTM-XXXXXXX - Event Name: Choose the name your tag manager will listen for—like
workflow_submitorvisit_scheduled
This event will now trigger any GTM tag tied to it in your workspace—making it easy to integrate tracking without custom code.
ADD DATA LAYER VARIABLES (OPTIONAL)
Need to pass additional info with your event? Click Add Variable to include one or more data layer values.
- Pass values like team name, customer type, product, or region
- Use mapped values from your dataset or workflow inputs
- Each variable includes a name (used in GTM) and a value (dynamic or static)
These variables show up in the GTM data layer and can be used to filter, trigger, or enrich your analytics tags.
