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Google Tools ChecklistGA3 GA4 Google Ads CTMOur Google Tools Checklist is designed to help you better understand what data CTMis currently sending into Universal Analytics and Google Ads. You can also use it to helpstrategize how you want to send data into the new Google Analytics 4 (GA4).Before starting this checklist, ask yourself “What are my goals and objectives when it comesto my Google tools – and data?”Step 1: Optimize GA3 for GA4 successGoogle will be sunsetting GA3 in July of 2023. This is a bi-directional integration. We strongly recommendthat you continue sending data into GA3 until it retires.*GA3 is the only way Performance plan customers can pull in Google paid campaign attributionIn CTM:Integration connectedIt’s important to know what you’re doing in GA3so you can mimic it in GA4Sending online eventsAre your events reporting?Sending offline eventsHow about your event-based goals?Categorizing by activity typeAre you connected to Google Ads?Callsale eventsAre your goals imported into Ads?Event filteringDuplication preventionUsing Event workflows (triggers)NotesCopyright 2022 CallTrackingMetrics. All Rights Reserved.
Step 2: Let’s translate that to GA4To connect to GA4 the user must be at an editor level (or higher).In CallTrackingMetrics:In GA4, are your:Integration connectedEvents successfully reporting in GA4?Sending online eventsCTM events marked as conversion(s)?Sending offline eventsAccount(s) connected to Google Ads?Categorizing by activity typeConversions imported into ads?Callsale eventsCTM event parameters mapped?Using event workflows (triggers)Knowledge is Power! More ResourcesGoogle Introducing Google Analytics 4 (GA4)Google [UA-GA4] Comparing metrics: Google Analytics 4 vs Universal AnalyticsGoogle [GA4] Monitor events in DebugViewCTM Blog Preparing for the Difference Between GA4 and Universal AnalyticsCTM Blog Google Ads and Call Tracking: Closing Data LoopsCTM Google Tools Boost PackNotesCopyright 2022 CallTrackingMetrics. All Rights Reserved.
Step 3: Tie it into Google AdsNotesLet’s walk through your configuration inside of Google Ads.In Google Ads:Call forwarding enabledCallTrackingMetrics selected as the call analytics providerCTM tracking number used for call extension numbersAuto-Tagging enabledCTM Tracking code on all landing pagesConnected to GA3Connected to GA4Connected to Search ConsoleConversions:What do you want the “source of “truth” to be for your conversions (i.e. primary source)?Choose your (1) primary and (2) secondary sources and how you want to count conversions.Remember! Your unique strategy and goals should determine your primary source.CTM data from Google Ads Direct ConnectGA3Primary conversionPrimary conversionSecondary conversionSecondary conversionCount oneCount oneCount everyCount everyOtherGA4Primary conversionPrimary conversionSecondary conversionSecondary conversionCount oneCount oneCount everyCount everyCopyright 2022 CallTrackingMetrics. All Rights Reserved.
Step 4: Close the loop with CTMNotesMake sure your workflows and configurations inside of CTMare closing the loop on sales.Google Ads Direct ConnectDo you want to separate your Google Ads extensionconversions from your session-based conversions?What type of conversions do you want to send into Google Ads?All Activities (select all that apply)CallsFormsSMSChatsFirst-time contacts onlySales/RevenueOtherActivities by directionInboundOutboundQualifying metricsTagsTalk timeStatusField updateConvertedSomething else?Tracking Source:Tracking Source Details:Google AdsFirst or last touch attributionAd ExtensionsAnalytics defaults set (GA3 only)Google My Business onsiteGoogle My Business offsiteCustom sources:Successful DNI SwapCopyright 2022 CallTrackingMetrics. All Rights Reserved.
Step 5: Build it!Now that you know how you want to prioritize your data flow betweenCTM, Universal Analytics, GA4, and Google Ads, you can use this checklistas a guide to build and confirm your setup between all four platforms.Need More Help?GOOGLE TOOLSB O O S T PA C KLet our Professional Services team take the stress out ofoptimizing your Google tools with our Google Tools Boost Pack.Reach out to your account executive to get started.The Google Tools Boost Pack is available to customers on ourGrowth and Connect plans.On a Performance Plan?Consider leveling up on a Growth Plan. You’ll unlock featuresand benefits designed to help you get more from your adspend and boost revenue.Copyright 2022 CallTrackingMetrics. All Rights Reserved.BA SE P RI CE 750CO MP L ETI O N TI ME3 hours
Google Tools Checklist GA3 GA4 Google Ads CTM Our Google Tools Checklist is designed to help you better understand what data CTM is currently sending into Universal Analytics and Google Ads. You can also use it to help strategize how you want to send data into the new Google Analytics 4 (GA4).
