Investhub.io
  • What is Investhub?
  • Pricing
  • APIs
    • KYC Oracle API (BETA)
      • CreateUser
      • CreateCustomer
      • CustomerCompany
        • CustomerCompanyDirector
        • CustomerCompanyUbo
      • HistoryChangeKycLevel
      • ComplycubeClient
      • DataConsent
      • Messages
      • logSendRequestExternal
    • Raise API
    • Referral API
    • Commitment API
    • Opportunity API
  • Referral Partners
    • How to Start
    • Referral Code
      • Assign Referral Partner
    • Rule Book
    • Ethics
  • Investor Training
    • Personalised Opportunities
    • How to generate Investor IBAN?
    • How to make KYC?
      • Redirect to Tenants
      • How to push my KYC to tenants?
      • How to push a Transaction to tenants?
    • Define your Risk Profile
    • How to register an .eth domain
    • What are Security Tokens?
  • Issuer Training
    • Issuer Responsibilities
    • Smart Contract Checklist
    • Prospectus
      • Discounts
      • Translation of Summary
      • Get an ISIN
      • Get a local Phone Number
      • Get a LEI Number
    • KID (key information document)
    • KIIS (key investment information sheet)
    • Fundraising Thresholds
    • Data Center
    • Corporate Governance
    • Insurances
    • Digital Incorporation
    • Prepare for Opportunity
    • Prepare for Deal
    • Accounting
    • Dos and Dont
    • Legal Disclaimers
    • Company Valuation
  • Raise (Compliance, Tokenisation, Reconciliation)
    • Setup a KYC (Raise) Tenant
    • KYC/KYB Handling
      • How to Edit for the user?
    • Video Ident / Liveness Check
    • Payment Channels
      • Crypto Settings
      • Transactions (On and Off-Chain)
      • Bank Accounts
        • Bank Details
      • Crypto.com
      • Volt.io
      • Stripe.com
      • Sendwyre.com
    • Languages
    • User Roles
    • Signature APIs
      • Signnow
      • Skribble
    • Company Information
    • Token Settings
    • Token Type
    • Discount Level Option
    • Currency Settings
    • Google Analytics, Tag Manager, Facebook Pixel
    • Video Frontpage
    • Emails
      • SMTP Settings
      • Email Reminders
    • Other Settings
    • Pythagoras Export
    • Transaction Limit
    • Risk Level Assessment
    • Data Storage Liechtenstein
    • Hotjar
    • Intercom
    • Auto Approval
    • Audit Trail (Log Event)
    • Blacklist
    • Smart Contracts
      • Smart Contract Checklist
      • Smart Contract API
      • Whitelisting
      • Cashlink (depreciated)
    • Exchange Rates
    • Exports
    • Wallet Screening
    • Monitoring
    • Watchlist Enhanced
  • Manage (Proceed Management)
    • Setting up a Manage Tenant
    • Dashboard
    • User Profile
    • Accounts
      • Create FIAT Accounts
      • Create Hot Wallets
      • Connect Metamask Wallet
      • Different Networks (Ethereum, Polygon)
    • Chart of Accounts
    • Cards
    • Reports
    • Users
    • Contacts
    • Settings
      • Company
      • Categories
      • Projects
      • Groups
      • Branches
      • Tax Rates
      • Departments
      • Roles
      • Reject reason
      • Advanced
      • User Permissions
    • Connecting Xero
      • Connect API
      • Multicurrency
      • Gas fees
    • Image Recognition API
      • Veryfi
      • Datamolino
      • Staple.ai
Powered by GitBook
On this page
  • 1. Configure Google Analytics
  • 2. Set Up Goal Conversions
  • 3. E-Commerce Tracking for Approved Transactions
  • 4. Verifying Your Setup
  1. Raise (Compliance, Tokenisation, Reconciliation)

Google Analytics, Tag Manager, Facebook Pixel

This guide will walk you through configuring Google Analytics and enabling E-Commerce tracking for your KYC application process. If at any point you need additional help, please reach out to our support team.


1. Configure Google Analytics

  1. Obtain Your Google Analytics ID

    • Sign in to your Google Analytics account.

    • Navigate to Admin > Property Settings > Tracking Info > Tracking Code.

    • Copy your Google Analytics Tracking ID (e.g., UA-XXXXXXXXX-Y or G-XXXXXXXXXX).

  2. Add the Tracking ID to Our Software

    • Go to the Settings section of our software.

    • Locate the field labeled Google Analytics ID.

    • Paste your Google Analytics Tracking ID into this field.

    • Save your changes.

  3. Enable E-Commerce Tracking (Optional but Recommended)

    • In Google Analytics, go to Admin > Ecommerce Settings.

    • Turn on Enable Ecommerce.

    • (Optional) Turn on Enable Enhanced Ecommerce Reporting if you want more detailed reporting.


2. Set Up Goal Conversions

To track specific actions as conversions (e.g., KYC form submissions), configure Goals in Google Analytics:

  1. Navigate to Goals

    • In Google Analytics, go to Admin > View > Goals.

    • Click + New Goal to create a new goal.

  2. Define a Goal

    • Select Custom as the goal setup and click Continue.

    • Enter a name (e.g., KYC Form Submission) and choose a goal type. For form submissions, a Destination type often works well.

  3. Enter Goal Details

    • In the Destination field, add the page path or pattern that indicates a successful form submission. For example:

      • /application-success/individual/

      • /register-success/

      • /application-update/

    • Click Save.

  4. Examples of KYC Goals

    • KYC Form Submissions: /application-success/individual/

    • KYC Registrations: /register-success/

    • KYC Updates: /application-update/ (for reopened applications due to incorrect data)

    • KYC Level Increases: You can define a separate goal if needed.


3. E-Commerce Tracking for Approved Transactions

If you have transactions that you want to track as part of your KYC process (e.g., paid verifications or similar), you can use Google Analytics’ E-Commerce tracking with Google Tag Manager:

  1. Create a New Trigger in Google Tag Manager

    • Create a Trigger named “approve” (or similar).

    • Configure it to fire on the event or data layer signal that indicates an approved transaction.

  2. Create a New Tag

    • In Google Tag Manager, create a Tag of type Universal Analytics (or GA4 Event Tag, depending on your GA setup).

    • Set the Track Type to Transaction (or Purchase for GA4).

    • Enter your Google Analytics ID.

    • Select the trigger you created in the previous step (“approve”).

  3. Publish and Retrieve Your GTM Container ID

    • Publish your changes in Google Tag Manager.

    • Copy the container ID (e.g., GTM-XXXXXXX).

  4. Add the GTM Container ID to Our Software

    • In our software’s Settings, locate the field for Google Tag Manager (GTM) Container ID.

    • Paste the ID you copied from GTM.

    • Save your changes.

  5. Verify E-Commerce Tracking in Google Analytics

    • Return to Google Analytics and confirm that Ecommerce is turned on (as detailed in Section 1.3).

    • Check Real-Time reports or wait up to 24 hours to see transaction data populating in Conversions > Ecommerce.


4. Verifying Your Setup

  1. Real-Time Reporting

    • In Google Analytics, go to Real-Time > Overview.

    • Trigger an event or submit a form in your environment to verify that Google Analytics is receiving the data.

  2. Goal Completions

    • After some traffic has occurred, check Conversions > Goals > Overview to ensure your goals (e.g., KYC form submissions) are tracking properly.

  3. Ecommerce Reports

    • Navigate to Conversions > Ecommerce > Overview in Google Analytics.

    • Confirm that any approved transactions or e-commerce events appear correctly.

  4. Troubleshooting

    • Verify that your Google Analytics ID and Google Tag Manager Container ID are correctly pasted into our software’s Settings.

    • Check that Ecommerce (and Enhanced Ecommerce if desired) is enabled in your Google Analytics property.

    • Ensure that your GTM tags and triggers are published and firing in Preview mode before making them live.

PreviousCurrency SettingsNextVideo Frontpage

Last updated 4 months ago

Go to and select your container.

c

ID

Google Tag Manager