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Google Analytics 4 Integration (Performance Plan)

Google Analytics 4 (GA4) is Google’s new property designed to collect both web and app data. GA4 uses events instead of Universal Analytics’ customary session-based data.

 

This article will cover 

  1. How to connect your CTM and GA4 accounts
  2. How to view your CTM data in GA4
  3. Tips CTM has learned along the way

 

Prerequisite: 

Before beginning the setup process in CTM you will need to create a 

  • GA4 Property
  • At least one Web Data Stream, and 
  • API Secret in your GA4 account(s). 

At this time, CTM is only supporting use of a Web Data Stream

Take a look at Google’s helpful article on creating a new GA4 Property and Web Data Stream.

Once these prerequisite steps are completed you will be ready to connect CTM to your GA4 account.

 

Connecting CTM to your GA4 Account: 

Connect CTM to your Google Analytics account by going to: Settings > Integrations > Google Analytics > Click Settings on the GA4 card

  • Click Connect to Google 
  • Select the Google account you wish to connect with
  • You’ll then be taken to a page where you need to grant CTM access to your Google account
  • Click Allow.

Once linked it can take 24-72 hours for events to begin showing on the Google real-time report. Once events start showing, it should only take approximately 10 minutes after the completion of the activity for the activity to show. 

 

GA4 Data Stream:

Select the following information from your GA4 account on where you want to send the CTM event data to:

  • GA4 Account
  • GA4 Property
  • GA4 Data Stream
  • API Secret **

Please note these must be created in the GA4 account first in order for them to be accessible within CTM. If you do not see any options within the list, the GA4 Property and Web Data Stream will help get you started.

**If you see all other options except the API secret, you’ll need your account Administrator to provide you with the API secret. You may then manually enter it using the link.

 

Events:

By default the first two toggles are set to ON. Please see below for more details. 

Send GA4 events after each activity will run for every incoming activity type (call, text, chat, form) and create an event with the below data:

  • Activity Type
  • Activity ID
  • Account ID
  • Source
  • Talk Time
  • Score
  • First Time Caller

This is the event data that is currently being sent through the GA3 integration. This ensures that you have the ability to capture year-over-year data.

 

Send events when no visitor data is available this will send events to GA4 for CTM activities associated with an onsite source with missing visitor data. 

 

Send conversion events turning this on allows CTM to send a CallSale event with the value attribute set to the sale value of that activity. This is engaged when an activity within the CTM activity log is marked as converted in the score panel.

Note: GA4 will not accept zero-value events, so be sure to set a conversion amount greater than 0.

Once turned on, by selecting the checkbox, you can prevent duplicate CallSale events from being sent if a manual change is made to an existing conversion. 

 

Viewing your CTM data in GA4:

CTM also recommends creating a Custom Dimension in your GA4 account. This will ensure the event data sent from CTM will persist in your GA4 account once it leaves the Google real time report. Data on the real time report is only available for 30 minutes.

Check out this helpful information on how to create Custom Dimensions in your GA4 account.

 

CTM Notes:

  • At this time, CTM is only sending event data to GA4 no attribution will be pulled into CTM using GA4.
  • CTM recommends using custom dimensions so you don’t lose access to your data once it’s removed from the real-time report by Google.
  • Read Google’s article Introducing Google Analytics 4 (GA4)
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