Overview

Integrating your ROI and Google Analytics accounts is a four-step process. Below is the high-level overview of what will be accomplished in each of the four steps. Then, you will find the detailed descriptions of how to complete each step.


1. Add the ROI Capture Script to your website header or footer across all pages on the domain, and be sure your Google Analytics tracking code is also in the site header or footer.

2. Setting up Google Analytics for the ROI integration

3. Integrating Google Analytics and ROI

4. Setup Imports in ROI


Step 1

The goal in this step is to add the ROI analytics capture script to your website

Click here to access the ROI capture script or see attachment.
  • Sign up for Google Analytics. After the initial signup steps, Google will generate your Tracking ID. This ID is important and unique to this instance of tracking your website. This Tracking ID is found within Google Analytics under Admin à Tracking Info à Tracking Code. See the picture below.

Add the ROI capture script to your website header or footer and make sure the Google Analytics capture script is also included.

Step 2

The goal of this step is to further set up your Google Analytics account for the integration with ROI.


1. You will need to add the email address associated with your ROI account to your Google Analytics account. Go to Admin > User Management. We recommend Edit permissions (which includes Collaborate and Read and Analyze permissions), to make possible future changes easier, but any permission level is acceptable.
  • If you want to change the email associated with your ROI account, email ROI Customer Support.
  • In Google Analytics, under Admin > Property Settings, you will see your Tracking Id and Default URL. This is the tracking Id for the website you want to track with ROI. Make sure Default View is set to All Web Site Data.

.2.  Go to Google Analytics > Admin > Custom Definitions > Custom Dimensions (see the picture below for navigation)
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3. Add four new Custom Dimensions with scope “Hit”. Add a fifth Custom Dimension titled “ROIID” with scope “User” (See below).


Step 3

The goal in this step is to integrate your Google Analytics and ROI accounts


1. Log in to your Google Analytics account and your ROI account in separate tabs in the same browser.
2. Under the Admin tab in ROI click Preferences in the drop-down menu and then click Google.

  • Enter the Account ID found in your Google Analytics account into the "Account ID" field in ROI. The Account ID is the middle portion of the UA number. For example, if the UA number is "UA-10399694-1" enter "10399694" in the Account ID field. Please see the pictures below for an example of the finding the UA number and where to enter it into ROI.

Click the “Get Google OAuth2 Code” (red arrow in the above picture). Allow ROI to connect to your Google Analytics account and confirm the integration in the pop-up that appears.

The OAuth2 Token field will automatically populate in ROI.

Click Save and remember the ROI user that setup the integration with Google Analytics. Any future Google Analytics updates will need to be made in the account that setup the integration.  


  • Change the field for Custom Variable Value from “ga:customVarValue5” to “ga:dimension5

  • Click Save
 

3. Under the Admin tab in ROI click Field Maps in the drop-down menu and then click Google

 

  • In the first row, change Source Column from “ga:customVarValue5” to “ga:dimension5” (pictured below)
  • Click Save
 

Step 4

 

The goal for this step is to download Google Analytics data into ROI to identify website engagement. 

  

In order utilize the integration provisioned in the previous steps, you must setup the identified and anonymous downloads in ROI. Please follow the instructions in the linked article below to successfully set this up.