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Appointments Management

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How to set up advanced Appointments Analytics within Birdeye?

With Birdeye's advanced analytics integration, businesses will have the ability to track appointment events within the data layer on Google Tag Manager, Adobe Analytics, and other analytical tools capable of reading the data layers. These tools can then be integrated with any marketing or reporting platform like Facebook analytics, dashboards, etc.

This article will walk you through the various steps involved in reading the data layer events in Google Tag Manager.

To learn more about Google Tag Manager and the data layer, read the following articles:

Article Title

Link

What is a data layer?

Read more

How to set up Google Tag Manager?

Read more

Delete

NOTE:

The data layer is already set up for appointment.


The following events are tracked in the data layer:

Events Description

Appointment booking form viewed

Whenever the appointment widget is opened

Appointment type is selected

On selection of any appointment type

Provider is selected

On selection of any provider

Date Select

On clicking any date from the calendar. Only when a user selects a date

Time Select

On clicking any time from the calendar.

Month Change

On changing month

Next clicked

After selecting the time, when the Next button is clicked

Booked for someone else

On clicking "Someone else", the booking is done

Booked for myself

When a booking is made for myself

Name is filled

When a name is filled

Phone number is filled

When a phone number is filled

Email is filled

When an email is filled

Gender is selected

When gender is selected

Date of birth is selected

When DOB is selected

Change booking

When the "Change booking" button is clicked

Patient name filled

When the patient's name is filled

Patient date of birth is selected

When the patient's DOB is filled

Map maximized

When the map is maximized

Book appointment

On booking the appointment

Add to gcal

Addition to Gcal after appointment booking

Add to Outlook

Addition to Outlook after appointment booking

Add to iCal

Addition to iCal after appointment booking

To track appointment events in Google Tag Manager, sign in to Google Tag Manager as an administrator. Select the container name that is currently installed on your website.


Go to the 'Triggers' tab.


Click on the 'New' button.


Name the trigger, 'appointment CTATracking,' and click on 'Trigger Configuration.'


Select the 'Custom Event' option.


Name the event's 'appointment CTATracking.' Then select 'All Custom Events' to choose when to trigger the event and click on the 'Save' button.


Go to the 'Variables' tab on the left.


In the 'User-defined Variables' section, click 'New' and name the variable as 'sectionName.'


Now, go to 'Variable Configuration' and select the 'Data Layer Variable' option.


Name the data layer variable 'sectionName' and click the 'Save' button.

Similarly, create 2 more variables with the following details:

Sr. No.

Variable name

Data layer variable name

1

actionName

actionName

2

actionValue

actionValue


Go to the 'Tags' tab on the left and click the 'New' button.

Name the tag 'appointment  - Tag' (this name can be anything as per your preference).


Click 'Tag Configuration' and select a tag type (for example, Google Analytics: Universal Analytics or Google Ads Conversion Tracking). We are using Google Analytics as an example.


Select 'Event' as the 'Tag Type.'

Now fill in the following values in the respective fields:

Field name

Value

Category

{{sectionName}}

Action

{{actionName}}

Label

{{actionValue}}

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NOTE: 

 For Google Analytics settings, select your Google Analytics account or set one up.


Now, click 'Triggering' and select the 'appointment CTATracking' trigger. Save the settings now.


Publish these changes within the Google tag manager.

Now,  you will be able to track the appointment events. The tag configuration may vary based on which platform you are integrating it with and may require more information. Get in touch with your marketing manager or agency to set that up.



appointments analytics google tag manager

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