Our Approach
What was the process to solve the challenge & achieve goals?
After detecting those challenges, the process for resolving them was developed and divided into a couple of steps:
- STEP 1: GA4 & GTM Audit
By leveraging our audit process, developed through experience with over 50 B2B tech companies, we identified and mapped out all technical and consent banner issues in GA4 and GTM. This audit allowed us to create a precise measurement plan and define the necessary actions to ensure accurate, compliant data tracking.
- STEP 2: Data Privacy; Implementation Of The Cookie Consent Solution
We provided a comprehensive overview of the legal requirements, offering clear guidance on addressing data privacy challenges. We implemented a cookie consent solution, ensuring the data is handled optimally to maintain both legal compliance and data accuracy:
- STEP 3: Implementing Solutions From Audit Discoveries
Based on the audit following actions were taken:
a) GTM Cleanup: Removed redundant tags, optimized remaining tags, and standardized tracking across subdomains.
b) Online Tracking Implementation: Defined and set up tracking for critical conversions, including demo requests, trial sign-ups, and contact form submissions, to ensure precise capture of lead events in main funnels.
c) Data Privacy Compliance: Implemented PII redaction in GA to ensure privacy compliance and protect sensitive data.
d) Server-side Tagging implementation: Implemented server-side GTM to enhance data accuracy by processing data on the server, controlling the data sent to 3rd party tools, and mitigating the impact of ad blockers.
- STEP 4: Offline Conversions for Ads Optimization
For enhanced conversion tracking in Google Ads, Holini assisted Qminder in importing lead stages directly from their CRM into Google Ads. This integration enables the optimization of campaigns beyond online actions, like demo requests or free trials, by allowing targeting and bid adjustments for leads progressing to MQLs, SQLs, and Won deals.