TagEasy

The setup wizard

Every website you add to TagEasy walks through the same 6-step wizard. Progress is saved automatically — close the tab and come back, you'll pick up where you left off.

Steps 3 (Quick start) and 4 (E-commerce) skip themselves when they have nothing to offer — a blog or SaaS site that didn't enable e-commerce goals will walk through 4 steps instead of 6.

Step 1 — Setup

Site identity + Google connection on a single card. You confirm 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 others.

Below that, click Connect Google to OAuth into your Google account. One consent screen requests both analytics.readonly + tagmanager.publish scopes, so you don't bounce out twice. Pick a GA4 property + GTM container, or skip and add them later from the dashboard.

Step 2 — Goals

Pick from plain-English goal checkboxes (or toggle to Advanced mode for the technical event-name version). Your selection drives everything downstream — irrelevant steps (Quick start, E-commerce) auto-skip if you don't need them.

Selecting an e-commerce goal also enables the relevant GA4 event flags (view_item, add_to_cart, etc.) and pre-selects matching templates for your platform.

Step 3 — Quick start (optional)

Pre-built event templates for your platform — a head start before you finish setup. Whatever you picked in Step 2 surfaces here pre-selected; click Apply Selected to create the matching VisualEvent rows. An explicit Skip — I'll add events later link is available if you'd rather configure events from the Events tab in the dashboard, which has the full editor.

Skipped automatically for GENERIC platforms with no goal-driven recommendations.

Step 4 — E-commerce (conditional)

Shown only if you enabled an e-commerce goal in Step 2 or your platform is Shopify / WooCommerce / BigCommerce. Confirms platform-specific e-commerce events to enable. For Shopify, WooCommerce, and BigCommerce we provide a fully-formed event set; for custom carts, push the dataLayer events yourself — we show you the exact JS to copy.

Step 5 — Review & Generate

Everything in one screen: site info, Google connection, goals, applied templates, e-commerce config. If anything looks wrong, hit Back — you can't break anything until you click Generate.

When you click Generate & Continue:

  1. A GTM container JSON is built with all your tags, triggers, and variables
  2. The dataLayer init code and platform-specific helper snippets are generated
  3. Any conversion pixel IDs you provided get baked into platform-specific install snippets

Step 6 — Install

The final step hands you the generated artifacts with real IDs (no placeholders):

  • GTM Container — download the container JSON to import into GTM, if you didn't connect GTM directly in Step 1
  • Pixels — Meta / Google Ads / TikTok install snippets (only shown if you provided pixel IDs)
  • dataLayer code — JS push patterns for your custom events
  • Snippet detection — once you install the snippet on your site and load any page, a green checkmark flips on this step confirming TagEasy first saw your site

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.

Going further

Once the wizard is done, the post-wizard dashboard has 7 per-site tabs for managing tracking: Overview, Events, Data quality, Audits, Server-side, Install, and Settings. The Events tab includes a richer editor for custom events plus the new GTM tags & variables system.