From service bookings to contact form submissions, Google Analytics 4 tracks customer clicks and transactions. Gain unparalleled insight into client behavior and make data-driven decisions.
Benefits of GA4:
- Track and analyze leads and client actions on your client portal and website widget
- Monitor visits to your Business Page
- Analyze user behavior to increase conversions
- Discover which marketing efforts generate the most ROI
Google Analytics is not included in all plans. Check the App Market to see if you are eligible.
Getting Started with Google Analytics 4
- Go to the app market.
- Install Google Analytics.
- Open the app.
- Enter your Google Analytics 4 ID. (Find my Google GA4 ID)
Note: GA4 may take up to 24-48 hours to sync.
To test the configuration:
- Open the platform.
- Click Client Portal.
- Click View As Client.
- Click the relevant action. (Bookings, Payments etc.)
To view Realtime Reporting:
- Sign in to your Google Analytics account.
- Click Reports.
-
Click Realtime.
- See "Event Count" for event data.
Note: It may take up to 24 hours for the first realtime events to sync. Other events may also take up to 24 hours, even if visible under the Realtime report.
To view data, such as visits, timeline, and top events:
- Sign in to your Google Analytics account.
- Click Engagement.
- Click Events.
Important: No Personal Identifiable Information (PII) is sent to Google Analytics or other systems. Conversion tracking through your account strictly follows HIPAA standards and regulations.
Tracking Online Events
All client activities include the following parameters:
- %userid% - Unique identifier of a user as it appears in CRM
- %activityid% - Generated activity, such as a 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) - Purchase prices and payment amounts
Online Presence List of Event Parameters
| When a client... | This event will show in Google Analytics... | Unique params |
| Starts scheduling an appointment | “scheduling_entry_page“ | |
| Selects a service | “scheduling_service_selected“ | |
| Chooses a provider | “scheduling_provider_selected“ | |
| Picks a date and time | “scheduling_date_time_selected“ | |
| Fills in their details | “scheduling_filled_detailes | |
| Completes a booking | “scheduling_booking_success“ | |
| Visits the file upload page | “file_upload_entry_page“ | |
| Uploads a file | “file_upload_success“ | |
| Visits the contact form | “contact_us_entry_page” | |
| Sends a message via contact form | “contact_us_message_success” | |
| Requests directions | “get_directions_entry_page“ | |
| Visits the payment page | “payment_entry_page“ | |
| Opens the payment dialog | “payment_checkout_dialog_open“ | %price% |
| Makes a payment | “payment_checkout_success“ | %price% |
| Cancels a payment | “payment_checkout_discard“ | %price% |
| Encounters a payment error | “payment_checkout_error“ | %price% |
| Visits the package purchase page | “purchase_package_entry_page“ | |
| Selects a package item | “purchase_package_item_selected“ | %price% |
| Opens the package checkout dialog | “purchase_package_checkout_dialog_open” | %price% |
| Purchase a package | “purchase_package_checkout_success“ | %price% |
| Cancels a package purchase | “purchase_package_checkout_discard“ | %price% |
| Encounters a package purchase error | “purchase_package_checkout_error“ | %price% |
Google Tag Manager
Google Tag Manager is a centralized platform where you can configure and manage various tags, including Facebook Pixel and Google Ads. You can track the same events sent to Google Analytics 4 and use them in Facebook Pixel and Google Ads.
Connecting Google Tag Manager
To connect GTM:
- Open the platform.
- Click App Market.
- Open Google Analytics.
- Enter your Google Tag Manager ID. To locate your Google Tag Manager ID view this article.
- Click Save.
Setting Up Tags
You can create tags for Google Ads to track conversions or other specific events. You can also set up tags for Facebook Pixel to track events such as page views, form submissions, purchases, or custom actions.
Configuring Triggers
Triggers determine when and where the tags should be implemented. You can configure them in Google Tag Manager based on specific events or conditions such as page loads, button clicks, form submissions, or custom data layer events.
Testing and Publishing
Once you're satisfied with the setup, you can publish the changes. We recommend using preview mode on your GTM.
To test and publish:
- Open the platform.
- Click Client Portal.
- Copy the URL from the client portal page.
- Open Google Tag Manager.
- Paste the URL in your GTM "Preview Mode".
- Click Connect.
- In the "Client Portal Menu", click any item.
Learn More: To learn more about how to use Google Analytics, check out Set up Google Analytics.
FAQ
Why can’t I see GA4 in the App Market?
Google Analytics is currently not available for all plans. If you don’t see it, please contact support.
Do you support Google Universal Analytics?
Google discontinued Google Universal Analytics on July 1st 2023.
Does GA4 track back office events?
No. GA4 only tracks Client Portal events on business pages and widgets.
Related to