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How to Create and Configure Events in Google Tag Manager for GrowthOptix.

Event tracking allows GrowthOptix to record specific actions that matter to your business: sign-ups, new subscriptions, purchases, or any conversion event.

Luis Schiffmann avatar
Written by Luis Schiffmann
Updated over 2 weeks ago

If your company already uses Google Tag Manager (GTM) to centralize scripts and tracking tools, GTM is the recommended place to manage your GrowthOptix events.

This guide shows you exactly how to:

  • Create a new event in GTM.

  • Understand when to use an existing event trigger.

  • Add your GrowthOptix event snippet.

  • Publish the changes.

  • Ensure your custom event fires correctly.

No technical experience is required. Follow the steps, and you’ll be ready.


Before You Start: Understanding How Events Work in GTM.

Before creating or editing events inside Google Tag Manager, it’s important to understand:

1. GTM centralizes all tracking tools.

Most SaaS companies use multiple platforms: GrowthOptix, Meta Pixel, Google Analytics, Intercom, ClickMagick, etc.


GTM lets you manage all tracking scripts in one place, instead of editing your website’s code for each one.

2. Many sites already have predefined events in GTM.

It’s very common that your team (marketing, growth, devs) already configured events such as:

  • trial_conversion

  • signup

  • purchase

  • lead_submit

If the event you need already exists, you should NOT create a new one, you simply add the GrowthOptix snippet to the existing GTM event.

3. Only create a new event when the event does NOT exist.

If no one on your team has created the event yet, then yes, you create it from scratch using GTM.

This guide covers both flows:


Scenario 1: Adding a GrowthOptix event to an existing GTM event.

This is the most common scenario: your site already has GTM events configured.

Example:


You already track “Sign Up” as a GTM event, and now you want GrowthOptix to also receive that event.


Step 1: Locate the existing event inside GTM.

  1. Go to Google Tag Manager.

  2. Open your website container.

  3. Go to Tags.

  4. Search for your event by name.
    Typical names might look like:

  • signup

  • trial_conves

  • purchase_confirmation

  • lead_submit

  • new subscription


Step 2: Open the event tag

Click on the tag to edit it.

Inside the tag, you’ll typically see:

  • A trigger (e.g. “Click – Sign Up Button” or “Form Submission”)

  • Existing scripts from other tools (Meta, GA4, Intercom, etc.)

This is where you’ll insert the GrowthOptix event snippet.


Step 3: Add your GrowthOptix event snippet.

In your GrowthOptix dashboard, go to:

→ Events → Create Event → Copy Script

a) Click on Events in Marketing Attribution

b) Click on +New Event.

c) Name your event, choose the event type, and then click on Create Event.

d) The event has already been created.

e) Click on "View Script".

f) Copy your snippet to the clipboard.

You’ll get a small code snippet similar to:

<script>
window.GrowthOptix.trackEvent({
type: 'signup',
eventId: '3mqdf1qvg' // Example only — your eventId will be different
});
</script>

⚠️ This script is unique to the event you created inside GrowthOptix.

Inside Google Tag Manager:

  1. Click Tag Configuration.

  2. If this event already uses Custom HTML, paste the GrowthOptix script inside.

  3. If not, click Add Tag → Custom HTML and insert it there.

This way, every time your existing GTM event fires, GrowthOptix will also receive the corresponding event.


Step 4: Save & Publish

  1. Click Save.

  2. Click Submit.

  3. Publish the new version.

Your event is now connected to GrowthOptix.


Scenario 2: Creating a NEW event from scratch in GTM.

If your team doesn’t have the event configured yet, GTM allows you to create one from zero.

This is less common but absolutely supported.


Step 1: Create the event inside GrowthOptix.

  1. Go to Events

  2. Click +New Event

  3. Name your event, choose the event type, and then click on Create Event.

    d) The event has already been created.

    e) Click on "View Script".

    f) Copy your snippet to the clipboard.

    You’ll get a small code snippet similar to:

    <script>
    window.GrowthOptix.trackEvent({
    type: 'signup',
    eventId: '3mqdf1qvg' // Example only — your eventId will be different
    });
    </script>

    ⚠️ This script is unique to the event you created inside GrowthOptix.


Step 2: Create the event tag in GTM.

  1. Go to your GTM container.

  2. Click Tags and Click On New

  3. Name your event (e.g., “New Subscription”).

  4. Click Tag Configuration.

  5. Choose Custom HTML.

  6. Paste your GrowthOptix event snippet.


Step 3: Choose your Trigger.

Here, you decide WHEN the event fires.

Typical options:

A. Click Trigger (button press).

Useful for:

  • “Sign Up”

  • “Start Trial”

  • “Add to Cart”

  • “Subscribe”

  • “Book Demo”

B. Page View Trigger (conversion page).

Useful for:

  • “Payment Success”

  • “Thank You Page”

  • “Order Confirmation”

C. Form Submission Trigger.

Useful for:

  • Leads

  • Contact forms

  • Newsletter sign-ups


Step 4: Save & Publish.

Same as before:

  1. Save.

  2. Submit.

  3. Publish.


How to confirm your event is firing.

After publishing:

Verify in GrowthOptix

Go to:

Dashboards → Overview→ Activity.

You should see your event appear in near real-time.

⚠️Disclaimer

Verifying Events Created via Google Tag Manager

GrowthOptix cannot verify events installed through Google Tag Manager using the same Verify Script feature that works for scripts added directly in your site’s code.

This is expected, since GTM loads scripts dynamically and cannot be detected by the verification tool.

To confirm that your GTM events are working correctly:

Use GTM Preview Mode and trigger the action (signup, lead, upsell, sale, etc.) to ensure the tag is firing.

Go to Events → Overview inside GrowthOptix and check that the event is being received in real time.


Best Practices

  • Use descriptive event names.

  • Keep a naming convention (e.g. new_user, payment_success).

  • Avoid creating duplicate events.

  • Prefer reusing existing GTM triggers.

  • Document which triggers belong to which GrowthOptix events.

  • Always test in Preview Mode before publishing.


Final Thoughts

With Google Tag Manager, you can plug GrowthOptix events into any existing tracking workflow without touching your website’s code.


It’s flexible, safe, and ideal for SaaS companies that already centralize scripts and analytics tools through GTM.

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