Add GTM event tracking by arosiclair · Pull Request #51599 · Expensify/App

arosiclair · 2024-10-28T18:39:14Z

Details

Uses our new GoogleTagManager lib to track sign_up, workspace_created and paid_adoption events.

Fixed Issues

$ #50940

Tests

Add USE_THIRD_PARTY_SCRIPTS=true to your .env
Copy the contents of GoogleService-Info-DEV.plist to ios/GoogleService-Info.plist
Copy the contents of google-services-DEV.json to android/app/google-services.json
Turn off WARP
Do QA Steps on web AND native
- Paid adoption cannot be tested on native

QA Steps

Note: QA for web only

Sign Up

Sign out
Open NewDot
Enter an email address for a new account
Select Join
Verify
- Logged into a new account viewing the onboarding dialog
- There is a “[info] [GTM] event published - {"event":"sign_up","accountID":###}” log in the console

Create Workspace - Onboarding Flow

Sign into a new account
View the onboarding dialog
Select Manage my team’s expenses
Enter a business name
Verify
- A new collect workspace was created
- There is a “[info] [GTM] event published - {"event":"workspace_created","accountID":###}” log in the console

Create Workspace - Global create

Sign into a new account
View the onboarding dialog
Select Something else
Enter a first and last name
Go to Global create > New workspace
Verify
- A new collect workspace was created
- There is a “[info] [GTM] event published - {"event":"workspace_created","accountID":###}” log in the console

Create Workspace - Workspaces page

Sign into a new account
View the onboarding dialog
Select Something else
Enter a first and last name
Go to Avatar > Workspaces
Select New Workspace
Verify
- A new collect workspace was created
- There is a “[info] [GTM] event published - {"event":"workspace_created","accountID":###}” log in the console

Create Workspace - Categorize tracked expense

Sign into a new account
View the onboarding dialog
Select Track and budget expenses
Go to Global Create > Track Expense
Submit an expense
View the expense in the self DM
Select Categorize it
Select any category
Verify
- A new collect workspace was created
- There is a “[info] [GTM] event published - {"event":"workspace_created","accountID":###}” log in the console

Paid Adoption

Sign into NewDot with a new admin account
Go to Avatar > Subscription
Select Add payment card
Enter valid card details
Select Add payment card
Verify
- A new payment card is added
- There is a “[info] [GTM] event published - {"event":"paid_adoption","accountID":###}” log in the console

PR Author Checklist

Screenshots/Videos

Android: Native

iOS: Native

MacOS: Chrome / Safari

MacOS: Desktop

melvin-bot · 2024-10-28T18:39:22Z

Hey, I noticed you changed some webpack configuration files. This can break production builds. Did you remember to run a production build locally to verify they still work?

OSBotify · 2024-10-28T19:33:05Z

A preview of your ExpensifyHelp changes have been deployed to https://1f93192b.helpdot.pages.dev ⚡️

…osiclair-gtm-events

melvin-bot · 2024-11-04T20:53:42Z

@getusha Please copy/paste the Reviewer Checklist from here into a new comment on this PR and complete it. If you have the K2 extension, you can simply click: [this button]

…vents

getusha · 2024-11-06T08:50:44Z

Reviewer Checklist

I have verified the author checklist is complete (all boxes are checked off).
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Screenshots/Videos

Android: Native

Android: mWeb Chrome

N/a

iOS: Native

iOS: mWeb Safari

N/a

MacOS: Chrome / Safari

MacOS: Desktop

getusha · 2024-11-06T18:38:40Z

@arosiclair is the workspace_created event recorded only the first time? I am seeing the logs the first time only.

Screen.Recording.2024-11-06.at.9.36.51.at.night.mov

arosiclair · 2024-11-06T19:29:37Z

@arosiclair is the workspace_created event recorded only the first time? I am seeing the logs the first time only.

Yes we only publish workspace_created for their first workspace (test here). You have to do each test with a new account.

…vents

getusha · 2024-11-07T07:15:34Z

It's expected we publish paid_adoption whether the card is added successfully or not right?

getusha · 2024-11-07T07:19:45Z

Lint is failing

arosiclair · 2024-11-07T15:39:48Z

It's expected we publish paid_adoption whether the card is added successfully or not right?

Yes, we just assume the command succeeded in this case. It's fine if it fails and the event gets published.

Lets define this in CONST.ts

Done

mountiny

LGTM, the comments I made are NAB

mountiny · 2024-11-10T23:38:32Z

+    // Publish a sign_up event when we start the onboarding flow. This should track basic sign ups
+    // as well as Google and Apple SSO.
+    useEffect(() => {
+        if (!accountID) {
+            return;
+        }
+
+        GoogleTagManager.publishEvent(CONST.ANALYTICS.EVENT.SIGN_UP, accountID);
+    }, [accountID]);


Are there cases when this effect could run multiple times for the user? ie they will get to this point and close the app. They will come back to it later and we will again send the sign_up event. Not sure if its a problem though, just thought about it

Yeah if they restart/refresh the app during onboarding, this would get called again. Since it's kind of an edge case we're just ignoring that for now. Also it's not too big of a deal as long as it stays consistent between A/B tests.

mountiny · 2024-11-10T23:40:39Z

    const {optimisticData, failureData, successData, params} = buildPolicyData(policyOwnerEmail, makeMeAdmin, policyName, policyID, undefined, engagementChoice);
    API.write(WRITE_COMMANDS.CREATE_WORKSPACE, params, {optimisticData, successData, failureData});

+    // Publish a workspace created event if this is their first policy


NAB, I wonder if the events and should be called workspace or policy since we try to keep everything in the BE as policy. Also its weird to see both of them in the comment on one line :D

Suggested change

// Publish a workspace created event if this is their first policy

// Publish a workspace created event if this is their first workspace

OSBotify · 2024-11-10T23:54:46Z

✋ This PR was not deployed to staging yet because QA is ongoing. It will be automatically deployed to staging after the next production release.

github-actions · 2024-11-11T18:39:29Z

🚀 Deployed to staging by https://github.com/mountiny in version: 9.0.60-0 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	success ✅
🍎🔄 iOS HybridApp 🍎🔄	success ✅

github-actions · 2024-11-13T00:42:58Z

🚀 Deployed to production by https://github.com/francoisl in version: 9.0.60-3 🚀

platform	result
🤖 android 🤖	success ✅
🖥 desktop 🖥	success ✅
🍎 iOS 🍎	success ✅
🕸 web 🕸	success ✅
🤖🔄 android HybridApp 🤖🔄	skipped 🚫
🍎🔄 iOS HybridApp 🍎🔄	skipped 🚫

rushatgabhane · 2025-03-26T12:16:10Z

+                addressZip: values.addressZipCode,
+                currency: values.currency ?? CONST.PAYMENT_CARD_CURRENCY.USD,
+            };
+            PaymentMethods.addSubscriptionPaymentCard(accountID ?? 0, cardData);


We caused a small bug here - #57122
it is now fixed

arosiclair added 4 commits October 28, 2024 12:15

track sign ups

beead63

track created workspaces

a919b8f

track created workspaces from the categorize tracked expense flow

b9b26e4

track paid adoption

a633ea4

arosiclair self-assigned this Oct 28, 2024

arosiclair changed the base branch from main to arosiclair-gtm-lib October 28, 2024 18:39

arosiclair added 2 commits October 28, 2024 14:53

mock firebase analytics

2ac7699

replace withOnyx with useOnyx

13101ca

Merge branch 'arosiclair-gtm-lib' of github.com:Expensify/App into ar…

b05efd9

…osiclair-gtm-events

arosiclair force-pushed the arosiclair-gtm-events branch from 8bd621e to b05efd9 Compare October 28, 2024 19:34

arosiclair added 7 commits October 28, 2024 16:24

add sign_up test

4d135d4

add createWorkspace test

9f14812

add test for categorizing tracked expense

86a4dbe

add paid_adoption tests

45df579

simplify test names

c4727b0

share onyx state across tests

edada2d

filter out personal policies

e6fc1f0

arosiclair force-pushed the arosiclair-gtm-events branch from 78e2a82 to e6fc1f0 Compare October 31, 2024 16:55

Merge branch 'arosiclair-gtm-lib' into arosiclair-gtm-events

144ad9b

Base automatically changed from arosiclair-gtm-lib to main November 1, 2024 19:45

arosiclair marked this pull request as ready for review November 4, 2024 20:53

arosiclair requested a review from a team as a code owner November 4, 2024 20:53

melvin-bot Bot requested review from getusha and removed request for a team November 4, 2024 20:53

Merge branch 'main' of github.com:Expensify/App into arosiclair-gtm-e…

51425d9

…vents

arosiclair added 2 commits November 6, 2024 16:49

load third party scripts in both staging and prod

117f6c0

Merge branch 'main' of github.com:Expensify/App into arosiclair-gtm-e…

c4822ca

…vents

getusha reviewed Nov 7, 2024

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Comment thread src/libs/Navigation/AppNavigator/Navigators/OnboardingModalNavigator.tsx Outdated

arosiclair added 2 commits November 7, 2024 09:50

fix bad merge

d4e4e90

use consts for event names

447d06f

arosiclair requested a review from getusha November 7, 2024 15:39

getusha approved these changes Nov 7, 2024

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melvin-bot Bot requested a review from MarioExpensify November 7, 2024 15:42

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mountiny approved these changes Nov 10, 2024

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mountiny merged commit d688a59 into main Nov 10, 2024

mountiny deleted the arosiclair-gtm-events branch November 10, 2024 23:44

github-actions Bot mentioned this pull request Nov 11, 2024

[HOLD for payment 2024-11-21] Deploy Checklist: New Expensify 2024-11-11 #52320

Closed

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melvin-bot Bot mentioned this pull request Nov 13, 2024

[HOLD for payment 2024-11-20] Add Google Tag Manager event tracking #50940

Closed

rushatgabhane reviewed Mar 26, 2025

View reviewed changes

	// Publish a workspace created event if this is their first policy
	// Publish a workspace created event if this is their first workspace

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