[GTM Implementation Support] Education - How to Apply Wizard Tracking

[jonwehausen]

Analytics Implementation or QA Request

Description

As an education benefits SME, I want to be able to understand how users are engaging with form wizards -- specifically here the how to apply wizard.

Resources + Notes

• Latest InvisionApp here: https://bahdigital.invisionapp.com/share/9GIACS4WX82#/screens
• Launch Date: March 13, 2020

Acceptance Criteria

• [ ] Verify toggling of the radio buttons found within the first question "Are you applying for a new benefit or updating your current education benefits?" fires a DL push and event tag with each change
• [ ] Verify answers to other radio buttons for subsequent questions are tracked on form completion (form completion = Apply Now click)
• [ ] Verify a DL push, and event tag is fired on clicks on links contained within the STEM Scholarship instructions when shown
• [ ] Verify null is passed into dataLayer variables for questions that are not answered
• [ ] QA has been completed

Definition of Done

• [ ] All appropriate issue tagging is completed
• [ ] All AC completed

[jonwehausen]

Developer Requirements

1) Perform the below dataLayer push on ANY toggle click of the radio buttons for the question Are you applying for a new benefit or updating your current education benefits?

dataLayer.push({
  'event': 'edu-howToApply-formChange', //remain consistent for all toggling
  'edu-form-field': 'benefitUpdate', //remain consistent for all toggling
  'edu-form-value': 'new' //dynamically populate according to selection -- other examples are 'Update', or 'STEM Scholarship'
});

2) Perform the below dataLayer push when the user clicks 'Apply Now'

🔴 For questions that are NOT answered by the user, pass null into the value for such question

dataLayer.push({
   'event': 'edu-howToApply-applyNow', 
   'edu-benefitUpdate': //i.e 'New', 'Update', 'STEM Scholarship'
   'edu-isBenefitClaimForSelf': //i.e 'Yes' or 'No'
   'edu-isNationalCallToServiceBenefit': //i.e 'Yes' or 'No' 
   'edu-isVetTec': //i.e 'Yes' or 'No'
   'edu-hasSponsorTransferredBenefits': //i.e 'Yes' or 'No'
   'edu-isReceivingSponsorBenefits': //i.e 'Yes', 'No', 'No with scholarship'
   'edu-isSponsorReachable': //i.e 'Yes' or 'No'
   'edu-stemApplicant': //i.e 'Yes' or 'No'
});

3) Perform the below dataLayer push for ANY link click contained within the Edith Nourse Rogers STEM Scholarship instructions (when the 3rd radio button to the first question is selected)

dataLayer.push({
   'event': 'edu-navigation', 
   'edu-action': 'check-remaining-benefits' //or 'stem-scholarship', 'see-approved-stem-programs'
});

SME Custom Dimension Mapping

Question Language	Custom Dimension	DL value
Are you applying for a new benefit or updating your current education benefits?	Education - New Benefits Application	edu-benefitUpdate
Are you a Veteran or service member claiming a benefit based on your own service?	Education - Claiming Benefits for Oneself	edu-isBenefitClaimForSelf
Are you applying for Veteran Employment Through Technology Education Courses (VET TEC)?	Education Wiard - Applying For Vet Tec Courses	edu-isVetTec
Are you receiving education benefits transferred to you by a sponsor Veteran?	Education - Benefits Transferred By Sponsor	edu-isReceivingSponsorBenefits
Has your sponsor transferred their benefits to you?	Education - Benefits Transferred By Sponsor	edu-hasSponsorTransferredBenefits
Is your sponsor deceased, 100% permanently disabled, MIA, or a POW?	Education - Sponsor Available	edu-isSponsorReachable
Are you claiming a National Call to Service education benefit? (This is uncommon)	Education - Call to Service Benefit Claim	edu-isNationalCallToServiceBenefit
Based on the eligibility requirements above, do you want to apply for this scholarship?	Education - STEM Scholarship Applicant [EXISTING]	edu-stemApplicant

[nedierecel]

@jonwehausen Thanks for sending and confirming receipt.

That makes sense we can't apply retroactively. Wonder if any of these new CDs can be used moving forward as global ones (e.g. claimingForSelf) in other product areas. It might be interesting to run this across the platform tools teams to see if they know of any global form questions that are commonly asked.

For the Learn More modal, do you want to insert a sample value, or are you scraping this?

[jonwehausen]

Hi @nedierecel ,

Thanks for our talk today. I have updated my earlier comment with our latest requirement needs.

@amyknox Would you mind giving my above comment a look to confirm?

Additional question -- we were planning on re-using custom dimension "Education - STEM Scholarship Applicant" to correspond with when the user is applying with the STEM Scholarship. Would this correspond with the selection of the third option in the first question? We also want to make sure we are accounting for any plans to modify / add questions.

Feel free to notate any additional questions not yet covered above as well.

[amyknox]

@jonwehausen One thing that we discussed that I don't see specifically called out is that we're planning on a couple clarifying questions for the STEM scholarship to help applicants gauge if they're actually eligible to apply. We had talked about tracking whether they start down that path then back out. I don't know enough about GA to know if what you've proposed above makes that possible. If so, great. If not, can we add it?

At this point, we're still planning on having the 3rd question be the STEM one, but it won't be the one that triggers the appearance of the Apply Now button. That'd be a subsequent question in the flow.

[jonwehausen]

Hi @amyknox,

Thanks for your note here. Yes let's get that updated above.

At this time, could you provide a context of what those additional questions will ask and we will update the above specifications to reflect?

Thanks

[amyknox]

@jonwehausen - want to be sure you're aware we're still in discovery WRT the additional questions. Topics they may cover are listed below but the # and sepcific text of the questions are conceptual

Additional Wizard Questions re: STEM Scholarship

• field of study
• exhaution of benefits
• benefit program

[jonwehausen]

Hi @amyknox ,

Understood - thanks for the notice and the context.

I've went ahead and updated the above comment with dataLayer variables for those 3 questions.

Can you confirm if these too will be yes/no answers?

[amyknox]

@jonwehausen - the questions we end up deploying will probably be yes/no. We will have a much better idea by the end of next week

[jonwehausen]

Hi @amyknox,

Wanted to touchbase here - has there been more discussion on refining the additional questions verbiage discussed prior?

Thanks, Jon Wehausen

[amyknox]

@jonwehausen - we are in the process of re-testing the education routing wizard and application early this week. Final content for the wizard will come out of this effort.

[amyknox]

@jonwehausen - This is where we landed with the Wizard.

The 3 options on the first question of the wizard aren't going to change. The language on #3 may change a little but the intent and all routing will be the same. That is... 1) Apply for a new benefit 2) Update current benefits 3) [apply to extend benefits with] STEM scholarship.

If the user selects option #3, they'll see conditional content with a question: Based on the eligibility requirements above, do you still want to apply for this scholarship? Y/N

If yes, they're directed to the 22-1995 form. If no they see: Learn what other education benefits you may be eligible for on the GI Bill eligibility page.

We'll want to track those people who first say yes then change their mind after seeing the eligibility criteria. Here's the screen in the testing prototype showing that view:
https://bahdigital.invisionapp.com/share/CHIACQ9ZB75#/screens/296030122

[jonwehausen]

Hi @amyknox,

Nedie and I were able to confirm the Developer Requirements above in the comments section.

When your team is ready to begin the DL portion, the requirements are ready to go.

Thanks, Jon Wehausen

[sonntag-adam]

https://github.com/department-of-veterans-affairs/vets-website/pull/11760

[sonntag-adam]

[sonntag-adam]

@jonwehausen, @nedierecel, @amyknox

[jonwehausen]

Thank you @sonntag-adam for your work & documentation here! It's very much appreciated.

We will verify the DL as well as in-tandem with the QA testing of our tag management solution.

Stay tuned for another follow-up with our QA results.

[jonwehausen]

Hi @sonntag-adam,

At first look, we have a couple tweaks:

• If we could modify the event push on the "Are you applying for a new benefit..." first radio button to be the following (notice the DL variable name and order change -- this has been updated in the requirements post as well) :

  dataLayer.push({
  'event': 'edu-howToApply-formChange', //remain consistent for all toggling
  'edu-form-field': 'benefitUpdate', //remain consistent for all toggling
  'edu-form-value': 'new' //dynamically populate according to selection -- other examples are 'Update', or 'STEM Scholarship'
  });

• In addition, if we could modify the taxonomy on the instruction links to be (also updated in requirements above) :

  dataLayer.push({
  'event': 'edu-navigation', 
  'edu-action': 'check-remaining-benefits' //or 'stem-scholarship', 'see-approved-stem-programs'
  });

  Appreciate you making these corrections -- apologies for not including in original.

Thanks, Jon Wehausen

[elder-joseph]

Hey @jonwehausen , thanks for the feedback here. I'll go ahead and make these changes.

[sonntag-adam]

[sonntag-adam]

@jonwehausen, @nedierecel, @amyknox

[jonwehausen]

Hi @sonntag-adam,

Thanks for making these corrections!

@nedierecel and I would like to now verify within staging alongside our tag management implementation when your team is ready to push.

Thanks, Jon Wehausen

[sonntag-adam]

@nedierecel, @amyknox, @jonwehausen. This has been merged into staging.

[jonwehausen]

Thanks for the notice @sonntag-adam! Will be QAing today.

[jonwehausen]

QA Testing - 3/10/2020

✔️ Custom Dimension Mapping

• Verifies the custom dimension index values within GTM match GA custom dimension index values

✔️ First Question Radio Button Toggle

• Verifies on-click the appropriate Event Action and Event Label

✔️ STEM Scholarship Link Clicks

• Verifies the appropriate Event Action and Label for each of the link clicks within the STEM scholarship instructions

Apply Now Submission Scenarios

• All screenshots occur when 'Apply Now' has been clicked
• Lines showcase the question answers and how they map to custom dimension values
• "Unanswered" populates for those questions that are NOT answered at time of 'Apply now' click

[jonwehausen]

@nedierecel Please see above for examples of QA

[nedierecel]

Thanks @jonwehausen - Confirming receipt and validating the CDs against your screenshots. I'll post again with thumbs up that it's good to publish.

[nedierecel]

Toggles to Radio Button - PASSED

New Benefit

Update Benefit

STEM

Apply Now Submissions

Custom dimension slots indicated in parentheses

Situation 1

Question	Value	Google Analytics Dimension	Passed
Applying for Benefit	New	dimension64	Passed
Claim for Self	Yes	dimension65	Passed
Claim Natl. Call to Service	Yes	dimension66	Passed

Situation 2

Question	Value	Google Analytics Dimension	Passed or Not
Applying for Benefit	New	dimension64	Passed
Claim for Self	Yes	dimension65	Passed
Claim Natl. Call to Service	No	dimension66	Passed
Apply for VET TEC	Yes	dimension67	Passed

Situation 3

Question	Value	Google Analytics Dimension	Passed or Not
Applying for Benefit	New	dimension64	Passed
Claim for Self	Yes	dimension65	Passed
Claim Natl. Call to Service	No	dimension66	Passed
Apply for VET TEC	No	dimension67	Passed

Situation 4

Question	Value	Google Analytics Dimension	Passed or Not
Applying for Benefit	Update	dimension64	Passed
Transferred Benefits	No	dimension69	Passed

Situation 5

Question	Value	Google Analytics Dimension	Passed or Not
Applying for Benefit	Update	dimension64	Passed
Transferred Benefits	Yes	dimension69	Passed

Situation 6

Question	Value	Google Analytics Dimension	Passed or Not
Applying for Benefit	Update	dimension64	Passed
Transferred Benefits	no - with scholarship	dimension69	Passed

Situation 7

Question	Value	Google Analytics Dimension	Passed or Not
Applying for Benefit	stem-scholarship	dimension64	Passed
Want to apply for STEM	yes	dimension49	Passed

[nedierecel]

@jonwehausen and @amyknox

The remaining QA items show that the navigation elements are all correct, as well as the form submissions I outlined in earlier QA session. Changes are ready to be published in Google Tag Manager.

Navigation Elements - PASSED

See the following:

1. Edith Nourse Rogers

2. Check remaining benefits:

3. See approved STEM:

Expected behavior - this should also generate a PDF event, as seen here:

[desireeturner]

@nedierecel can we go ahead and close this issue out now that you've confirmed everything is as expected? Thank you!

[nedierecel]

@jonwehausen I'll let @jonwehausen give thumbs up on closing when it's all published to Google Tag Manager. Thanks!

[jonwehausen]

@desireeturner @nedierecel @amyknox @joanneesteban @elder-joseph

Confirming this has been published!