How to Set Up Google Tag Manager and Google Analytics Conversion Tracking in Heartbeat

Heartbeat's conversion tracking feature allows you to embed Google Tag Manager (GTM) or Google Analytics (GA) into your community to measure the effectiveness of your advertising campaigns. When enabled, Heartbeat automatically sends conversion events to Google when users interact with your paid sign-up pages and complete purchases.

Getting Started

Step 1: Obtain Your Tracking ID

Before setting up conversion tracking in Heartbeat, you'll need your tracking ID from Google:

• How to find your Google Analytics tracking ID (typically starts with "G-" for GA4)
• How to find your Google Tag Manager tracking ID (typically starts with "GTM-")

Step 2: Add Your Tracking ID to Heartbeat

1. Log into your Heartbeat community as an administrator
2. Navigate to Settings > Conversion Tracking
3. Paste your tracking ID into the appropriate field:
   • Google Analytics: Paste your GA4 Measurement ID (e.g., G-XXXXXXXXXX)
   • Google Tag Manager: Paste your GTM Container ID (e.g., GTM-XXXXXXX)
4. Click Save

Your conversion tracking is now active. Heartbeat will automatically send events to Google as users progress through your sign-up and checkout flows.

Tracked Events

The following events are sent when conversion tracking is enabled:

1. Page Visit: When someone visits a page through a paid invitation link, a page visit event is sent.
2. Lead: After someone enters their email address, a lead event is sent to track the initiation of potential leads.
3. Initiate Checkout: When someone chooses a plan, an initiate checkout event is sent to track their progress in the purchasing process.
4. Purchase: Upon the completion of a purchase, a purchase event is sent with attributes including the "value" and "currency" of the purchase.
5. Complete Registration: When a user finishes onboarding within the community, a complete registration event is sent.

Using Google Tag Manager

If you're using Google Tag Manager, you have more flexibility to customize your tracking setup:

• Configure custom triggers based on the events Heartbeat sends
• Set up conversion goals in Google Ads using GTM events
• Add additional tracking tools through GTM without editing Heartbeat settings
• Create audiences in Google Analytics based on user behavior

For advanced GTM configurations, we recommend consulting with a marketing analytics specialist or referring to Google's Tag Manager documentation.

Frequently Asked Questions

Who should use conversion tracking?

Conversion tracking is valuable for community admins who run paid advertising campaigns (Google Ads, social media ads, etc.) and want to measure return on ad spend (ROAS) and optimize their campaigns based on actual purchases.

Does conversion tracking work with free trials?

Yes, but the timing of the "Purchase" event depends on your free trial settings:

• Payment info required upfront: The Purchase event fires when they start the trial
• Payment info not required: The Purchase event fires when they complete payment after the trial ends

Can I use both Google Analytics and Google Tag Manager?

You typically only need one:

• Use Google Analytics if you want simple, automatic conversion tracking
• Use Google Tag Manager if you need advanced tracking customization or want to manage multiple tracking tools in one place

Will this track all my community activity?

Conversion tracking specifically monitors your paid sign-up and checkout flows. It does not track member activity within your community (posts, events, course progress, etc.). For community engagement analytics, use Heartbeat's built-in analytics found in Settings > Analytics.

How do I verify my tracking is working?

1. Open your Google Analytics or Google Tag Manager in one browser tab
2. In another tab, go through your sign-up flow as a test user
3. Check your Google interface for real-time events appearing as you progress through the checkout