Digital Marketing
How To Install Sumo in Any Site Using GTM
Feb 2, 2025
Sumo is a powerful suite of tools designed to help you grow your website’s traffic, increase email subscribers, and boost sales. From pop-ups to social sharing buttons, Sumo provides a range of features that can be integrated seamlessly into any website to enhance user engagement and conversion rates. One of the easiest and most efficient ways to install Sumo on your site is by using Google Tag Manager (GTM). GTM is a free tool that allows you to manage and deploy marketing tags (snippets of code) on your website without needing to modify the code directly. In this comprehensive guide, we’ll walk you through the process of installing Sumo using GTM, explore the importance and benefits of both tools, and provide actionable insights to help you maximize their potential.
Why Use Sumo for Your Website?
Before diving into the installation process, it’s essential to understand why Sumo is such a valuable tool for your website. Here are some key reasons to consider integrating Sumo into your digital marketing strategy:
Increased Conversions: Sumo’s suite of tools is specifically designed to increase conversions on your website. Whether you want to grow your email list, promote special offers, or encourage social sharing, Sumo provides a range of customizable options to help you achieve your goals.
User-Friendly Interface: Sumo offers a user-friendly interface that makes it easy for marketers of all skill levels to create and manage campaigns. With a drag-and-drop builder and a variety of pre-designed templates, you can create eye-catching pop-ups, banners, and other on-site elements without any coding knowledge.
Comprehensive Analytics: Sumo provides detailed analytics that allows you to track the performance of your campaigns in real-time. This data helps you understand what’s working, what’s not, and how to optimize your strategy for better results.
Integration with Popular Platforms: Sumo seamlessly integrates with a wide range of popular email marketing platforms, e-commerce solutions, and content management systems (CMS), making it a versatile tool for businesses of all sizes.
Cost-Effective Solution: With both free and paid plans available, Sumo offers a cost-effective solution for businesses looking to increase their online presence and boost conversions without breaking the bank.
Why Install Sumo with Google Tag Manager?
Google Tag Manager (GTM) is a powerful tool that simplifies the process of managing and deploying marketing tags on your website. Here’s why you should consider using GTM to install Sumo:
Simplified Tag Management: GTM allows you to manage all your tags from a single dashboard, eliminating the need to manually add or update code on your website. This streamlined approach saves time and reduces the risk of errors.
Improved Website Performance: By consolidating all your tags into one container, GTM can help improve your website’s performance. Tags are loaded asynchronously, which means they don’t slow down your site’s loading time.
Enhanced Flexibility and Control: GTM provides greater flexibility and control over your tags, allowing you to trigger them based on specific user actions, events, or conditions. This granularity ensures that your tags are firing at the right time to maximize their impact.
No Need for Developer Assistance: With GTM, you don’t need to rely on a developer to add or update tags on your website. This independence allows marketers to implement changes quickly and efficiently, without needing technical assistance.
Comprehensive Testing and Debugging: GTM includes built-in testing and debugging tools that allow you to preview and troubleshoot your tags before they go live. This feature helps ensure that your tags are working correctly and not interfering with other site functions.
Types of Sumo Tools You Can Use
Sumo offers a variety of tools designed to help you achieve your marketing goals. Understanding these tools will help you decide which ones to implement on your website:
List Builder
○ What It Is: List Builder is a tool that allows you to create customizable pop-ups to capture email addresses and grow your subscriber list.
○ When to Use It: Use List Builder when you want to build your email list and engage with potential customers through targeted email campaigns.
○ Benefits: List Builder’s customizable templates and exit-intent technology help maximize conversions and reduce bounce rates.
Welcome Mat
○ What It Is: Welcome Mat displays a full-screen call-to-action that appears when a user first visits your site. This tool is ideal for promoting special offers, lead magnets, or newsletter sign-ups.
○ When to Use It: Use Welcome Mat to capture visitors’ attention and direct them to a specific action as soon as they land on your website.
○ Benefits: Welcome Mat’s full-screen design ensures maximum visibility and engagement, making it an effective tool for driving conversions.
Smart Bar
○ What It Is: Smart Bar is a floating bar that appears at the top or bottom of your website, allowing you to promote special offers, announcements, or lead magnets.
○ When to Use It: Use Smart Bar to deliver important messages to your visitors without interrupting their browsing experience.
○ Benefits: Smart Bar’s non-intrusive design ensures that your message is seen without disrupting the user experience.
Scroll Box
○ What It Is: Scroll Box is a customizable box that appears when a user scrolls down your page, encouraging them to sign up for your email list or take another action.
○ When to Use It: Use Scroll Box to engage users who have shown interest in your content by scrolling down the page.
○ Benefits: Scroll Box’s timing and placement make it a highly effective tool for capturing leads without being intrusive.
Share Buttons
○ What It Is: Share Buttons allow users to easily share your content on social media, helping to increase your reach and drive traffic back to your site.
○ When to Use It: Use Share Buttons to encourage social sharing and increase your content’s visibility across different platforms.
○ Benefits: Share Buttons help drive organic traffic and boost your social media presence, enhancing your brand’s visibility and reach.
Step-by-Step Guide to Installing Sumo Using Google Tag Manager
Installing Sumo on your website using Google Tag Manager involves several key steps. Follow this guide to set up Sumo and start leveraging its powerful tools to grow your business:
Step 1: Create a Sumo Account
Before you can install Sumo on your website, you need to create a Sumo account. Here’s how to do it:
Visit the Sumo Website: Go to the Sumo website and click on the “Get Started” button. This will take you to the sign-up page where you can create a new account.
Enter Your Details: Fill in the required information, such as your name, email address, and password. Make sure to use a valid email address, as Sumo will send important account-related information to this address.
Confirm Your Email Address: Sumo will send a confirmation email to the address you provided. Check your inbox and click on the confirmation link to complete the sign-up process.
Step 2: Set Up Google Tag Manager
If you haven’t already set up Google Tag Manager (GTM) on your website, you’ll need to do so before installing Sumo. Here’s how to set up GTM:
Create a GTM Account: Visit the Google Tag Manager website and click on the “Start for free” button. Sign in with your Google account and follow the prompts to create a new GTM account.
Set Up a New Container: After creating your GTM account, you’ll need to set up a new container for your website. A container is where all your tags will be stored. Enter your website’s URL and select “Web” as the target platform.
Install the GTM Code on Your Website: GTM will provide you with a container code snippet that you need to add to your website’s header and body sections. Copy the code and paste it into your website’s HTML or use a plugin if you’re using a CMS like WordPress.
Step 3: Create a New Tag in GTM for Sumo
Once you have both Sumo and GTM set up, it’s time to create a new tag in GTM to install Sumo on your website. Here’s how to do it:
Log in to GTM: Go to Google Tag Manager and log in to your account using your Google credentials.
Navigate to the Tags Section: Once you’re logged in, navigate to the “Tags” section in the left-hand menu and click on “New” to create a new tag.
Configure Your Tag: Give your tag a name (e.g., “Sumo Installation”) and click on the “Tag Configuration” box to choose the tag type. Select “Custom HTML” as the tag type.
Add the Sumo Code: In your Sumo account, navigate to the “Settings” section and find the installation code. Copy the Sumo code snippet and paste it into the HTML text box in GTM.
Set Up Triggering: Click on the “Triggering” box to choose when your tag should fire. Select “All Pages” to ensure that the Sumo code is installed on every page of your website.
Save Your Tag: Once you’ve configured your tag and set up triggering, click “Save” to add the tag to your GTM container.
Step 4: Preview and Publish Your Changes
After creating your Sumo tag in GTM, it’s important to preview and publish your changes to ensure everything is working correctly. Here’s how to do it:
Enter Preview Mode: In GTM, click on the “Preview” button in the top right corner to enter preview mode. This mode allows you to test your tags and triggers without affecting your live site.
Test Your Sumo Installation: Open your website in a new tab and navigate to several pages to ensure the Sumo tools are displaying correctly. Check for any pop-ups, welcome mats, or other elements you’ve set up in your Sumo account.
Debug Any Issues: If you notice any issues with your Sumo installation, use GTM’s built-in debugging tools to troubleshoot and resolve the problem. Check that the correct tags are firing and that there are no conflicts with other tags or scripts on your site.
Publish Your Changes: Once you’re satisfied that everything is working correctly, return to GTM and click the “Submit” button to publish your changes. This action will make your Sumo installation live on your website.
Conclusion
Installing Sumo on your website using Google Tag Manager is a straightforward process that provides numerous benefits, from increased conversions and user engagement to improved website performance and tag management. By following this guide, you can set up Sumo quickly and efficiently, allowing you to focus on optimizing your marketing efforts and driving business growth. Whether you’re new to digital marketing or an experienced professional, Sumo and GTM offer powerful tools that can help you achieve your goals and maximize your online presence.