Last Updated on September 18, 2025

Setting Up Google Tag Manager For New Clients (Using Templates)

When setting up GTM for a client for the first time, you will need to set up a bunch of tags, triggers, and variables. We have a few downloadable containers that will help you get all of this in place very quickly. When using these templates, keep in mind:
  1. These templates are meant to be a starting point. For a stock client, they might cover all of your tracking needs. However, if the client has specific tracking needs (different form builder, Calendly, etc.), you’ll need to add more tags, triggers, and variables.
  2. Because these are one-size-fits-all containers, you’ll need to do some updating. All tags, triggers, and variables that need to be updated with client-specific information will be clearly marked (they will be named “UPDATE – …”). When you first import, scan through all tags, triggers, and variables, making the necessary updates. As you update, remove the “UPDATE” from the name.
  3. “Sebo Events” are included in each of the containers. If you’re not sure what those are, visit this training. When you download the container, all setup for tags, triggers, and variables will be done (except for some updating that needs to be done to the triggers), but you’ll still need to make some adjustments in GA4. Follow the training linked in this step.

Importing a Container

  1. Create a new container.
  2. Click Admin > Import a Container.
  3. Download a container template (linked above)
  4. Attach the file
  5. Select a workspace (probably just “Default Workspace”
  6. Click either “Overwrite” or “Merge”
    1. If you have some existing triggers and tags set up and want to keep them, click “Merge”
    2. If you want to start from scratch, click “Overwrite”
  7. Click “Add to Workspace”