Google Analytics 4 Setup

The existing workflow action for Google Analytics in the system includes both Google Analytics 4 and Universal Analytics, which means that users can choose to use either platform or both to track their marketing campaigns and website traffic. This provides a more flexible and integrated approach to tracking and analyzing user behavior, which can help businesses make data-driven decisions to improve their marketing strategies and user experience.

Step 1: Access The CRM Account

Ensure you have an active account with The CRM. If not, you can sign up for a 30-day free trial using the link provided in the description below the video.

Step 2: Navigate to Workflows

Once logged in to The CRM, navigate to the Workflows section from the main dashboard.

Step 3: Create or Select a Workflow

Either create a new workflow or select an existing one where you want to integrate Google Analytics 4.

Step 4: Add a Google Analytics Action

Within the selected workflow, locate the action section. Click on "Add Action" or the (+) icon to add a new action.

Step 5: Choose Google Analytics Action Type

In the action type dropdown menu, select "Google Analytics 4" from the available options.

Step 6: Enter Measurement ID

Retrieve the Measurement ID from your Google Analytics account. Access Google Analytics, go to Account Settings, then Data Streams. Select the appropriate data stream, and copy the Measurement ID.

Step 7: Paste Measurement ID

Back in The CRM workflow, paste the copied Measurement ID into the designated field for Measurement ID.

Step 8: Obtain API Secret

In Google Analytics, navigate to Admin > Account Settings > Data Streams. Select the relevant data stream, then click on "Measurement Protocol API Secrets." Create a new API secret key, give it a nickname, and copy the value.

Please Note:

Before an API Secret can be created you need to acknowledge that you have completed the necessary privacy discussions and right from your end users for the collection and processing of data.

Step 9: Add API Secret

Paste the copied API secret value into the corresponding field within The CRM workflow.

Step 10: Configure Workflow Conditions

Set up workflow conditions based on your requirements. For instance, define actions triggering Google Analytics tracking, such as form submissions, appointment bookings, or other relevant events.

Step 11: Save and Test

Once all configurations are complete, save the workflow. Test the integration by performing the specified actions within your CRM to ensure that data is correctly tracked and sent to Google Analytics.

Step 12: Monitor and Analyze

After implementation, regularly monitor your Google Analytics dashboard to analyze CRM-related metrics, such as user interactions, conversions, and engagement.