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Website Setup & Tracking Foundations

Pre and Post-Launch

How-To Video: Pre-Launch Website Checklist

How-To Video: Post-Launch Website Checklist

Redirects (Pre-Launch Check)

By the time of pre-launch, redirects should already be mapped and ready for dev to upload via the "Site Export + URL Redirects" spreadsheet. To check pre-launch, locate this spreadsheet and double-check that all planned redirects still match the URL changes planned for the website launch. 

Default Email Sender (Pre-Launch Check)

HubSpot CMS 

Required Setup

  • Define default sender:

    • EXAMPLE: marketing@clientdomain.com

Why This Matters

  • For follow-up emails and other future communications from the client's HubSpot account, a default sender is needed. 

Lighthouse Benchmark (Pre-Launch Check)

Run the website's homepage through this website, export the PDF results for desktop and mobile, and file them under the client's "Website" Google folder. 

Internal IP Exclusions: Platforms to Configure (Pre-Launch Check)

Cookie Banner & Consent Mode QA (Pre-Launch Check)

To confirm that cookie banners work as planned, check that analytics do not fire before consent. You can do this in Google Tag Manager by...

  1. Clicking Preview

  2. Entering the site URL

  3. Loading the site in Incognito

What to Look For

  • Before consent:

    • GA & Ads tags do not fire

  • After consent:

    • Tags fire with:

      • consent_granted = true

If tags fire regardless of consent, the banner is cosmetic only.

Google Tag Manager (GTM) Setup

HubSpot CMS

Installation

  • Preferred: Settings → Tracking & Analytics

  • Paste GTM container ID [How-To Find]


WordPress

Installation Options

  • Preferred: Google Site Kit Plugin

  • If you are unable to download the above plugin, work with dev to manually install the code. 

Google Analytics (GA4) Setup

Google Search Console (GSC) Setup

  • Verify ownership in GSC. This can be done by accessing the GSC domain in the same account you have access via GA4. [How-To] For Vye, this will most likely be through the analytics@vye.marketing account.

HubSpot Native Integration

  • Settings → Integrations → Google Search Console [How-To]

  • Benefits:

    • Query data in HubSpot

    • Page-level SEO insights

HotJar Setup

  • Using the info@vye.agency login in the Password manager, setup a new HotJar organization by going to Sites & Organizations → New Site
  • Install HotJar via GTM [How-To]. 
  • Add and export heat maps for high-impact pages identified in the URL export spreasheet. [How-To]. 
    • IMPORTANT NOTE: Do not install HotJar if sensitive data is collected on the client's website (medical, financial, etc.)

Forms

When Forms Should Be Built From Scratch vs Duplicated

Whether forms are being built from scratch or duplicated, they should be set up during the content entry phase of development where needed. This can be done to the assign content team member who is adding modules, copy, and images to the new CMS. 

When to Create New Forms:

  • Different fields necessary from other forms already built (Example: Careers form vs general contact)

When to Duplicate Existing Forms:

  • No custom form fields required (Example: LP gated content form by offer.)

Form Testing Checklist (Both Platforms)

Before Launch

  • Submit every form:

    • Desktop + mobile

  • Confirm:

    • CRM record creation

    • Notifications fire to the right inbox(es)

    • Thank-you behavior (if FUE and/or TYP should be connected)

    • Consent language visible (unless the client has opted to omit privacy disclosures from their forms.)