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TagEasy

The setup wizard

Every website you add to TagEasy walks through the same 9-step wizard. Progress is saved automatically — close the tab and come back, you'll pick up where you left off.

Step 1 — Website Info

Basic identity: name, domain, industry, platform. We auto-detect Shopify (from .myshopify.com), BigCommerce (.mybigcommerce.com), and Webflow (.webflow.io) from the domain. For other domains, we fetch the homepage and look at meta tags + asset paths to guess the platform — works for WordPress, WooCommerce, and a few others.

You can override the auto-detection if it's wrong. If your platform isn't in the picker, pick Generic / Other.

Step 2 — Analytics Connection

Click Connect GA4 to OAuth into your Google account. We request only analytics.readonly — we can't modify your GA4 setup. You pick which GA4 property this website is tracked under, and we store the Measurement ID for snippet generation.

Skip this step if you don't have GA4 yet — we'll use a placeholder ID and you can fix it later from the website's settings page.

Step 3 — Tag Manager

Two options:

  • Connect GTM — OAuth into Google Tag Manager. We push tags directly into a dedicated "TagEasy" workspace inside your existing container, so we can't accidentally overwrite tags you set up by hand.
  • I'll import the JSON myself — We generate a container JSON file you can import via GTM → Admin → Import Container.

Step 4 — What to track

This is the most important step. Pick from plain-English goal checkboxes (or toggle to Advanced mode for the technical event-name version). Selecting a goal automatically:

  • Enables the relevant GA4 event flags (e.g., view_item, add_to_cart)
  • Pre-selects matching event templates for your platform
  • Surfaces pixel-ID input fields if you picked an ad-related goal (Meta, Google Ads, TikTok)

Available goals: e-commerce funnel, Meta Pixel retargeting, Google Ads conversions, TikTok ads, form submissions, newsletter signups, content engagement, file downloads.

Step 5 — Custom Events

Anything beyond the standard tracking goals. Common examples: a custom "demo_request" event for a marketing site, "tier_upgrade" for a SaaS dashboard. You can add as many as your plan's event limit allows.

Custom events use the same dataLayer-push pattern as the built-in templates — we generate the JS snippet you fire from your site code.

Step 6 — E-commerce

If your site sells anything, this step asks which e-commerce platform you're on (auto-filled from Step 1) and confirms the e-commerce events to enable. For Shopify, WooCommerce, and BigCommerce we provide a fully-formed event set; for custom carts, you'll need to push the dataLayer events yourself — we show you the exact JS to copy.

Step 7 — Templates

Final check on the event templates that'll get applied. Whatever you picked in Step 4 and Step 6 shows up here pre-selected. ClickApply Selected and the corresponding VisualEvent rows get created in your account — that's the source of truth for the GTM tags + dataLayer snippets we'll generate.

Read more: Events & templates.

Step 8 — Review

Everything in one screen: site info, GA4 connection, GTM container, tracking goals, applied templates, ecommerce config. If anything looks wrong, hit Back — you can't break anything until you click Generate.

When you click Generate Configuration, three things happen:

  1. A GTM container JSON is built with all your tags, triggers, and variables
  2. Install snippets are generated (head script, body noscript, dataLayer init, platform-specific helpers)
  3. Any conversion pixel IDs you provided get baked into platform-specific install snippets

Step 9 — Install

Multiple tabs:

  • Platform-specific install — Shopify theme.liquid + Customer Events Pixel, WordPress functions.php, Webflow Custom Code, etc.
  • Generic Code — raw head + body HTML snippets for any custom site
  • Pixels — Meta / Google Ads / TikTok install snippets (only shown if you provided pixel IDs)
  • DataLayer Code — JS push patterns for custom events
  • GTM Container — download the JSON to import into GTM

Once you've pasted the GTM snippet into your site (in <head> and after <body>), your tracking is live. Hit the Health page the next day to confirm events are firing.

Restarting the wizard

If you want to redo the setup for a site, go to Settings → Websites, click the website, and hit Re-run setup. Your existing GTM container + applied events stay; the wizard starts at Step 1 with the existing values pre-filled.