Part 1
Part 2
In shortA two-part tutorial to send form leads to Meta with Advanced Matching using Google Tag Manager. When a form only sends 'a lead happened', ad platforms can't tell which ad brought it. Sending the email and phone (with consent) lets them match the lead to a real person. You set up the base pixel and Lead event, save the email and phone from the form in a first-party session cookie, and debug it in Events Manager.
What you need before you start
- Google Tag Manager on the site, with Publisher access
- The Meta base pixel active in Events Manager, with access to the live pixel
- A lead form (the example uses WordPress and Elementor)
- Optional: the Meta Pixel Helper browser extension
Steps covered in the video
- Add the Meta base pixel and PageView in a Custom HTML tag, firing on all pages.
- Add the Lead event and test the form to pick the best trigger.
- Create a User-Provided Data variable with automatic collection.
- Add the tag that saves the form's email and phone in a first-party session cookie.
- Create GTM variables that read email and phone from that cookie.
- Test in Events Manager and Tag Assistant: PageView, Lead and Advanced Matching.
Resources
Recorded in September 2024. Some screens may look different today.
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