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Manually Installing the Matcha Global Tracking Code

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Before you follow this how-to, check if we have an article on connecting your CMS: 
Shopify | Wordpress | BigCommerce 

 When you first sign-up with Matcha, you will be prompted to set up Matcha’s code on your website through an integration or manual installation. 

Screen_Shot_2019-11-01_at_10.03.35_AM.png

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The Matcha Global tracking code (GTC) enables several site-wide features- including data analytics in Insights and lead form tracking. In this article, we will cover manual installation of your Matcha GTC.

If you have previously connected your website to Matcha, you will need to get your Matcha GTC snippet from your settings page.

Installation via Google Tag Manager

To follow these steps, you will already need to have Google Tag Manager installed on your site. You will also need Publish permission in your Google Tag Manager workspace.

  1. Log in to Google Tag Manager and select the account for your website.
  2. Navigate to "Tags" and then click the "New" button.
    Screen_Shot_2019-11-01_at_10.17.32_AM.png
  3. Google automatically names your new tag “Untitled Tag." Replace the title with "Compass."
  4. Double-click the "Tag Configuration" box. This will open up a modal with different tag types. Select "Custom HTML."
    Screen_Shot_2019-11-01_at_10.22.41_AM.png 
  5. Copy your Matcha tracking code from the Matcha app.
    Screen_Shot_2019-11-01_at_10.23.52_AM.png
    NOTE: If you are re-installing your code, you will need to copy it from your settings page.
  6. Paste the GTC snippet into the "HTML" field in Google Tag Manager.
    Screen_Shot_2019-11-01_at_10.27.28_AM.png
  7. Scroll down and click the "Triggering" box. This will pull up a modal prompting you to choose a trigger. Select the "All Pages" option.
    Screen_Shot_2019-11-01_at_10.29.51_AM.png
  8. Click the "Save" button.
  9. Click "Submit" in the top right to start publishing your changes.
    Screen_Shot_2019-11-01_at_10.32.36_AM.png
    NOTE: If you only see a "Preview" button, not a "Submit" button, this means that you do not have Publish permission and will need to find another user in your organization to complete the remaining steps.
  10. Add a descriptive name, such as “Matcha tracking code” to your changes.
  11. Click "Publish".

The Matcha tracking code is now installed on your site! You will be able to tell Matcha is successfully tracking content as data comes into your Insights tab.

Installation via your website HTML

To follow these steps, you will need access to your website’s HTML and some understanding of your CMS’s HTML editor.

  1. Copy the GTC snippet from Matcha's dashboard.
    Screen_Shot_2019-11-01_at_10.23.52_AM.png
    Or if you are re-installing your code, you can get it from your     settings page.
  2. Open up the HTML editor for your website.
  3. Paste the GTC snippet directly into the <head> of your website and update changes.
  4. Make sure the code also deploys on your blog site header.

You will be able to tell Matcha is successfully tracking content on your blog within 48 hours.

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