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
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-YorG-XXXXXXXXXX).
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.
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:
Navigate to Goals
In Google Analytics, go to Admin > View > Goals.
Click + New Goal to create a new goal.
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.
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.
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:
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.
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”).
Publish and Retrieve Your GTM Container ID
Publish your changes in Google Tag Manager.
Copy the container ID (e.g.,
GTM-XXXXXXX).
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.
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
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.
Goal Completions
After some traffic has occurred, check Conversions > Goals > Overview to ensure your goals (e.g., KYC form submissions) are tracking properly.
Ecommerce Reports
Navigate to Conversions > Ecommerce > Overview in Google Analytics.
Confirm that any approved transactions or e-commerce events appear correctly.
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.
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