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- July 17, 2024
Pipedrive is a highly regarded CRM platform that offers various features to optimize business sales processes. One of its most prized assets is Pipedrive LeadBooster Chat, a chatbot that facilitates website lead generation.
The bot is fully automated, making it a valuable tool for businesses seeking to enhance their lead-generation efforts. However, despite its ease of setup, tracking the bot’s interactions as events and conversions in Google Analytics can be challenging, leaving many businesses needing help fully leverage their potential.
Thankfully, the solution is finally available! This article offers a tailor-made script and a comprehensive implementation guide to assist you in tracking LeadBooster Chat interactions in Google Analytics 4 and Google Ads.
Whether you are a seasoned marketer or new to Pipedrive LeadBooster, you will find everything in this comprehensive guide. So, if you want to take your lead generation efforts to the next level, this guide will show you how to track Pipedrive LeadBooster Chat interactions like a pro, utilizing the latest tools and techniques.
To track your Pipedrive LeadBooster Chat interactions in Google Analytics and Google Ads, there are a few prerequisites you’ll need to have in place.
It may seem overwhelming but don’t worry; we’ll walk you through each step!
Here’s what you’ll need:
By utilizing Google Tag Manager, Google Analytics 4, and Google Ads, you can track your LeadBooster Chat interactions effectively. Once you have these prerequisites, you’re ready to move on to the next section and start setting up tracking for your Chatbot. Don’t worry; we’ll guide you through each step of the process!
Assuming that you already have an active Google Tag Manager container, the first step in setting up Pipedrive LeadBooster Chat tracking is to add the tracking script to Google Tag Manager.
Here’s how to do it:
<script>
window.pipedriveLeadboosterConfig = {
base: 'leadbooster-chat.pipedrive.com',
companyId: XXXXXXX,
playbookUuid: 'xxxxxxx-xxxxxxx-xxxxxxxxx-xxxxxxx',
version: 2
};
(function() {
var w = window;
if (w.LeadBooster) {
console.warn('LeadBooster already exists');
} else {
w.LeadBooster = {
q: [],
on: function(n, h) {
this.q.push({ t: 'o', n: n, h: h });
},
trigger: function(n) {
this.q.push({ t: 't', n: n });
}
};
w.LeadBooster.on('conversationEnded', function(data) {
var eventLabel = data.qualified ? 'chat-lead' : 'conversation-ended';
dataLayer.push({
'event': 'leadboosterEvent',
'eventCategory': 'LeadBooster Chat',
'eventAction': 'Conversation Ended',
'eventLabel': eventLabel,
'eventValue': null
});
});
w.LeadBooster.on('opened', function(data) {
dataLayer.push({
'event': 'leadboosterEvent',
'eventCategory': 'LeadBooster Chat',
'eventAction': 'Opened',
'eventLabel': 'chat-opened',
'eventValue': null
});
});
w.LeadBooster.on('closed', function(data) {
dataLayer.push({
'event': 'leadboosterEvent',
'eventCategory': 'LeadBooster Chat',
'eventAction': 'Closed',
'eventLabel': 'chat-closed',
'eventValue': null
});
});
}
})();
</script>
<script src="https://leadbooster-chat.pipedrive.com/assets/loader.js" async></script>
What this script will do are 2 things:
Now that Google Tag Manager can ‘hear’ interactions, we can create triggers and tags based on this.
Once you have added the tracking script to Google Tag Manager, the next step is to create triggers for each of the three main events: manually opened, manually closed, and the conversation ended.
Here’s how to do it:
That’s it! With these steps, you can track Pipedrive LeadBooster Chat interactions in Google Analytics and Google Ads, allowing you to gain valuable insights into your customers’ behavior and preferences.
Now that you have added the Pipedrive LeadBooster Chat tracking script and created a custom tag to send events to Google Analytics 4, the next step is to create triggers for each of the three main events: manually opened, manually closed, and the conversation ended.
Do these same steps again for the “Closed” with the following trigger configuration:
And most importantly, the “Conversation Ended” event with the following trigger configuration:
By creating these custom triggers, you can track each event as it occurs in Google Analytics You can use this data to gain insights into the effectiveness of your LeadBooster Chat interactions and optimize your lead generation efforts.
Now that you have set up the tracking script and triggers in Google Tag Manager, the next step is to create GA4 events for the “Opened”, “Closed”, and “Conversation Ended” events.
While testing in the Google Tag Manager preview mode, you should be able to see these events come in the real-time report.
To check this:
You should see the events coming in live while testing in Google Tag Manager preview mode.
To create the events and conversions, you will need some patience for the events to show up in Google Analytics 4. This can take up to 72 hours but usually show up sooner.
To see the events – which can then be marked as conversions – follow the following steps:
By creating these GA4 events, you can track the effectiveness of your LeadBooster Chat interactions and optimize your lead generation efforts in Google Analytics 4.
The final section will cover how to set up conversion tracking in Google Ads for your LeadBooster Chat interactions.
Now that you have set up tracking for your Pipedrive LeadBooster Chat interactions in Google Tag Manager and Google Analytics 4, the next step is to set up conversion tracking in Google Ads.
To set up conversion tracking, follow these steps:
Following these steps, you can track your Pipedrive LeadBooster Chat interactions as conversions in Google Ads. Remember that the conversions may take up to 72 hours to be correctly tracked.
With these steps complete, you should now have a fully functional Pipedrive LeadBooster Chat tracking system, allowing you to gain valuable insights into your lead generation efforts and optimize your marketing campaigns accordingly.
In conclusion, tracking Pipedrive LeadBooster Chat in Google Analytics and Google Ads is crucial for businesses looking to optimize their lead-generation efforts. By implementing the tracking setup outlined in this article, you can gain valuable insights into your chatbot interactions and use that data to improve your marketing campaigns.
To summarize, the steps involved in tracking Pipedrive LeadBooster Chat in Google Analytics and Google Ads include:
The benefits of tracking this data are significant, as it allows you to optimize your lead generation efforts and improve your marketing campaigns. By tracking your LeadBooster Chat interactions, you can gain insights into the number of chats initiated, the number of chats that resulted in a qualified lead, and the overall conversion rate.
To take your lead generation efforts to the next level and get the most out of your Pipedrive LeadBooster Chatbot, ask the companies you work with to implement this tracking tool on their website. With accurate tracking, you can gain valuable insights and optimize your chat interactions to drive conversions and grow your business!