Connect to Google Analytics 4
GA4 Google Analytics app allows you to track and measure user actions on the client portal and business page after clicking, such as booking your services, completing payments, or filling out a contact form.
Main benefits:
- Track and measure leads and clients' actions on your Client Portal and Website Widgets.
- Monitor visits on your Business Page and view their source
- Analyze user behavior to improve the user experience and increase conversions.
- Gain insight into which marketing efforts generate ROI
All information will be displayed in your Google Analytics account.
Getting Started with Google Analytics
- Go to your app market and install the “Google Analytics” app.
- Open the app and submit your Google Analytics 4 ID (find my Google GA4 ID)
- After connecting, To make sure the integration was established successfully, go to your client portal and take some actions to activate events (e.g., Enter the booking page or payments page).
- Go to your Google Analytics 4 Account ‘Reports’ section, open the ‘Realtime’ report, and check the ‘Event count’ to see that your events are starting to add up.
- Once the connection is working and you can see the events being added, you can go to your Google Analytics ‘Events’ under the ‘Engagements’ section to track the number of visits, timeline, top events, etc. Events may take up to 24 hours to update, even if you see them under the Realtime report.
Important: While the first connection is established, it may take a few hours to start seeing your first events in your Reports section.
Note: No Personal Identifiable Information (PII) is sent to Google Analytics or other systems. Conversion tracking through your account follows HIPAA standards and regulations.
Tracking Your Online Presence Events
All client activities on your account online presence tools are tracked and include the following parameters:
- %userid% - The unique identifier of a user as it appears in CRM
- %activityid% - represents the generated activity, for example, meeting id
- %event%- Always show ‘client portal’ (Previously LiveSite)
- %type% - Event Category
- %name% - Event name as it appears in your analytics dashboard
- %price% (Only for relevant events) - If the event includes payment or purchase, it will also include the price
Online presence list of event parameters
| Type | Name | Unique params |
| Scheduling | “scheduling_entry_page“ | |
| Scheduling | “scheduling_service_selected“ | |
| Scheduling | “scheduling_provider_selected“ | |
| Scheduling | “scheduling_date_time_selected“ | |
| Scheduling | “scheduling_filled_detailes | |
| Scheduling | “scheduling_booking_success“ | |
| File_upload | “file_upload_entry_page“ | |
| File_upload | “file_upload_success“ | |
| contact_us | “contact_us_entry_page” | |
| contact_us | “contact_us_message_success” | |
| get_directions | “get_directions_entry_page“ | |
| payment | “payment_entry_page“ | |
| payment | “payment_checkout_dialog_open“ | %price% |
| payment | “payment_checkout_success“ | %price% |
| payment | “payment_checkout_discard“ | %price% |
| payment | “payment_checkout_error“ | %price% |
| purchase_package | “purchase_package_entry_page“ | |
| purchase_package | “purchase_package_item_selected“ | %price% |
| purchase_package | “purchase_package_checkout_dialog_open” | %price% |
| purchase_package | “purchase_package_checkout_success“ | %price% |
| purchase_package | “purchase_package_checkout_discard“ | %price% |
| purchase_package | “purchase_package_checkout_error“ | %price% |
Working with Google Tag Manager
Google Tag Manager is a centralized platform where you can configure and manage various tags, including Facebook Pixel and Google Ads.
With the Google Tag Manager integration, you can track the same events sent to Google Analytics 4 and use them as needed in Facebook Pixel and Google Ads.
Connecting your Google Tag Manager
Go to the app market and install the Google Analytics app.
If it's already installed, click open.
In the app, you'll need to submit your Google Tag Manager ID and click Save on the top right to initiate the connection. If you don't have a Google Tag Manager account yet, you can click here to learn how to create one.
Setting up tags:
Set up tags for Facebook Pixel to track events such as page views, form submissions, purchases, or custom actions. Similarly, you can create tags for Google Ads to track conversions, remarketing, or other specific events. You can view this article from Meta to learn more about how to set up Meta Pixel with your Google Tag Manager.
Configure Triggers:
Triggers determine when and where the tags should be fired. You can configure triggers in Google Tag Manager based on specific events or conditions, such as page loads, button clicks, form submissions, or custom data layer events (Same events as GA4). These triggers define when the events should be sent to Facebook Pixel or Google Ads. Here are the steps from Google Tag Manager on how to configure your triggers.
Test and Publish:
After setting up the tags and triggers, you can preview and test your implementation within Google Tag Manager to ensure everything works correctly. Once you're satisfied with the setup, you can publish the changes, and the tags will be deployed on your live website.
We recommend you use the preview mode on your GTM:
1. Copy the URL from the client portal page:
2. Place the URL in your GTM preview mode and hit the connect button:
3. Take any action from the client portal to see the events
FAQs
Why can’t I see Google Analytics on my app market?
Google Analytics is currently not available to all plans; if you don’t see it, please contact your support team.
Do you support google universal analytics?
If you had a previous active universal analytics implemented in your account, it would remain supported until Google Universal Analytics end of life on July 1st, 2023 (link to Google announcement)
Can Google Analytics pick up events from the back office?
No. conversion tracking only tracks events that occur on the client portal, business page, and Widgets
My events are not showing. Why is this?
It can take up to 24 hours for events to populate in Google Analytics. If your events are not showing after 24 hours, contact support.
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