Analytics Configuration Strategies that Add Value for Your Clients - David Vogelpohl, Anita Carter & Syed Balkhi
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The document provides a comprehensive guide on setting up Google Analytics for WordPress, focusing on configuration strategies, ecommerce tracking, and event tracking. It outlines steps for account and property setup, code insertion, and verifying active tracking, as well as advanced strategies like tracking forms and user journeys for better client insights. The content emphasizes the importance of data in enhancing website performance and driving client value through informed decision-making.
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Analytics Configuration Strategies that Add Value for Your Clients - David Vogelpohl, Anita Carter & Syed Balkhi
- 2. WordPress Developer Cre8tive Diva Anita Carter VP, Growth WP Engine David Vogelpohl Analytics Configuration Strategies that Add Value for Your Clients Founder & CEO Awesome Motive Syed Balkhi
- 3. Owner/Freelancer CRE8TIVE DIVA @TheCre8tivDiva Analytics Configuration Strategies for WordPress Sites Anita Carter Basic setup for Google Analytics in WordPress as well as configuring ecommerce and form tracking
- 4. If you do not already have a Gmail email address, I suggest creating one and using it to create all your Google accounts that will be associated with your website. Connecting the dots Google User ID Later in the set up, Google will ask you to select your industry - know this beforehand. For example, Beauty & Fitness, Health, Real Estate, Shopping (eCommerce), etc. Industry category Where do you fit in Before you get started 4
- 5. 5 1. Account Setup 2. Property Setup ▪ Select “Additional Options”. Enable the button on the right and then enter your URL. ▪ Select “Create Universal Analytics” property only. 3. About Your Business Creating your account You’ll be asked to complete three sections: Setting up Google Analytics Adding your code You can use one of the many plugins to add your code to the <head> of your website, but for this exercise I’ll be using “Google Analytics Dashboard for WordPress by MonsterInsights”.
- 6. 6 1. Follow the prompts within the plugin to connect your Google Analytics account to your website. 2. If you do not see your website in the list of accounts, click the link that will be displayed on the screen for further assistance. 3. Once you have completed this process, tracking will be enabled. *Note: you will only need to enable “Use Global Site Tag” if you already have MonsterInsights enabled on your website. Install the plugin from inside your dashboard Setting up Google Analytics Dashboard for WordPress by MonsterInsights
- 7. 7 1. Log out of the website. 2. Go to the Homepage on desktop and your mobile device. 3. Open Google Analytics in another tab or window. 4. Select Realtime > Overview You should see your devices listed there. • Desktop visitors will display in Orange. • Mobile visitors will display in Green. Verify it’s active
- 8. 8 eCommerce Sales tracking for your WooCommerce, Easy Digital Downloads, LifterLMS or MemberPress stores. eCommerce and Forms Forms To view the data for eCommerce and Forms, go to Insights > Reports. Select the appropriate link from the top. Enable tracking of your form views, submissions, and conversion rates. Viewing Data
- 9. 9 View eCommerce reports in GA
- 10. 10 View eCommerce reports in Monster Insights
- 12. CEO Awesome Motive Inc. @syedbalkhi Analytics Strategies Syed Balkhi to Add More Value for Your Clients
- 13. 13
- 14. It’s easy to double your traffic & sales when you know exactly how people use your website. We just have to connect the dots.
- 15. 15 • All internal links and call-to-action buttons • All external links and affiliate links • All contact forms and lead gen forms • All cart & checkout related items • All pop-ups & dynamic modals • All third-party tools like live chat, etc • And when event tracking doesn’t work (i.e off site items), use UTM tracking! Solution → Event Tracking for Everything ...
- 16. 16 Example: Event Tracking for Call-to-Action Buttons Show your clients proof that the idea you implemented is generating them $$$. Attribution to your work = retention / repeat business.
- 17. 17 Step 1. Enable Enhanced Link Attribution in MonsterInsights (Settings -> Engagement) How to Do Event Tracking in WordPress? Step 2. It automatically adds event tracking to all links on your site. But for design elements, you will need to add custom attributes like this:
- 18. 18 Example: Event Tracking for Outbound & Affiliate Links Great for Publishers / Bloggers since it reveals new monetization & partnership opportunities. Great for B2B sites since it reveals new strategic partnership opportunities.
- 19. 19 Step 1. Enable Enhanced Link Attribution in MonsterInsights (Settings -> Engagement) How to Do Outbound Link Tracking in WordPress Step 2. Enable affiliate link tracking in MonsterInsights (Settings -> Publisher)
- 20. 20 Example: Form Conversion Tracking + User Journey Shows your client how each form on their website is performing, so they can make data-driven decisions.
- 21. 21 How to Setup Form Conversion Tracking in WordPress MonsterInsights
- 22. 22 Reducing Abandonment - Partial Forms + Dynamic Tags
- 23. 23 • Reduce # of fields by using Dynamic Tags + Hidden Fields. This helps eliminate field bottleneck. • Save partial form submissions to follow up with users in case they leave mid-way through the submission. This can significantly boost ROI especially with PPC landing pages. • Leverage user journeys to see which pages are important and then create better funnels. Use Cases and Examples for Form Related CRO
- 24. 24 Example: Dynamic Exit Popups and Modals Helps your clients see what’s working and what’s not, so they can focus better.
- 25. 25 How to Setup Event Tracking on Modals with GA
- 26. 26 Example: Live Chat Modals Event Tracking You can use the data to experiment with your LiveChat welcome prompt & triggers.
- 27. 27 How to Setup Event Tracking on Live Chat Most popular Live Chat platforms have an integration with Google Analytics. You just need to set it up.
- 29. • Who is the most popular author • Which are the most popular categories • What’s the best time to publish a blog post • What are the most popular tags or post types • … and a whole lot more. Help you unlock insights such as: Custom Dimensions
- 30. 30 • You can do this using retargeting platforms to help clients unlock more value. ▪ Example: Show retargeting ads to anyone who visited Pricing Page but didn’t buy. • You can even set up automatic web push notifications based on user’s past behavior. ▪ Example: Send an automated notification to the visitor if they visited Feature Page X. • You can also do this with email marketing automation platforms like Drip, Intercom, etc. ▪ Example: Send an email to customers who visited upgrade page but didn’t buy. Audience Segmentation & Retargeting
- 32. 32 Setting Up Funnels in Google Analytics
- 33. 33 • Never start the funnel with homepage “/” because they count / as all pages. • Best to start the funnel with product landing pages and make sure you Require the First Step. • If you’re using Destination Funnel, it’s best to use Begins with vs Equals to. • Always test your funnel data to ensure it matches Ecommerce cart data. • If you see 100% for any step, don’t believe it. There’s likely something wrong with your set up. • If you see abandonment is high on a specific step, then use exit intent popups, live chat prompts, and / or screen recording to identify what’s the cause and then fix it. Funnel Mistakes to Avoid & Best Practices
- 34. Remember, you can’t improve what you can’t measure. Test, Learn, & Improve.
- 35. Founder & CEO Awesome Motive @syedbalkhi Thank you. Sayed Balkhi