This is the complete integration guide to setting up your Google Analytics and ROI accounts. Please follow the directions carefully and email any questions to firstname.lastname@example.org.
Whether you are setting up a first-time integration or troubleshooting a Google Analytics integration issue, ask yourself these six questions.
- Is the Google Analytics code and the ROI tracking code on the website you want to track?
- Does your ROI email account have permission from your Google Analytics?
- Are your Google Analytics settings correct?
- Does your Google Analytics and ROI accounts link correctly?
- Why isn’t the OAuth2 token populating?
- Have I set up Google Analytics Visitor Imports into ROI?
Step 1: Is the Google Analytics code and the ROI tracking code on the website you want to track?
- You can find the Google Analytics code under your Google Analytics account at Admin > Tracking Info > Tracking Code (pictured below)
- You can find our ROI tracking code here.
- Insert both at the footer of your website.
Step 2: Does your ROI email account have permission from your Google Analytics?
1. Go into ROI. Select Admin > Users. Find your account. Note which email address is associated with it.
- IMPORTANT: this email must be a Gmail account (or a business account hosted through Gmail) for the integration to work properly. If you need to change this email address, select Edit.
Best Practice: Let us create a new ROI user account specifically for Google Analytics for you. You can create a new Gmail account just for ROI Google Analytics.
- For example, the user name could be Google Analytics CompanyName, the email address is the new email address you created companynameGA@gmail.com.
2. Add the ROI Gmail account to your Google Analytics. 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.
Step 3: Are your Google Analytics settings correct?
1. 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 the 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).
3. Add four new Custom Dimensions with scope “Hit”. Add a fifth Custom Dimension titled “ROIID” with scope “User” (See below).
Step 4: Does your Google Analytics and ROI accounts link correctly?
- Log into the Google account associated with your ROI account (example below). Important: Make sure you are logged out of all other Gmail accounts within your open browser windows.
- Under the Admin tab in ROI click Preferences in the drop-down menu and then click Google.
- Change Custom Variable Value to ga:dimension5
- 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.
Click the “Get Google OAuth2 Code” (red arrow in the above picture). Allow ROI to connect to your Gmail account associated with your ROI account.The OAuth2 Token field will automatically populate in ROI.
5. Did the token appear? If no, move onto step 5. If yes, click Save.
- IMPORTANT: 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.
6. 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 5: Why isn’t the OAuth2 token populating?
IMPORTANT: If your OAuth2 Token populated successfully, skip this step.
1. The fix to most Google Analytic issues within ROI involves resetting the OAuth2 Token. To refresh the token, log into your Gmail account associated with your ROI account.
2. Click the boxes icon in the upper right hand corner and select My Account. See the picture below.
3.Under Sign In and Security select Connected Apps & Sites.
4. Click on Manage Apps.
5. ROI should appear as an option (titled CLM). Click on it, then click Remove.
6. Make sure you are logged out of all other Google Accounts except for the one associated with ROI. Within ROI, navigate to Admin > Preferences > Google and click the OAuth2 button. The pop-up should appear granting permissions to ROI, and the code should populate in the field. Click Save.
Step 6: Have I set up Google Analytics Visitor Imports into ROI?
1. Website data downloads must be setup in the same user that setup the integration. Often one account has multiple users with separate ROI logins, so it's important to remember which user owns the Google Analytics integration.
Navigate to the Data tab and select Imports & Exports. Add a folder called Analytics and then select Create New Import/Export.
2. Choose Action > Download Google Analytics Data.
3. Select your website from the dropdown, which will have all of the available websites listed under your Google Analytics account. Keep in mind you must setup separate imports for each website to download identified and anonymous data from each site. If you only want to track one site then all you need to do is setup the anonymous visitors download and the identified visitors download.
Select the dimension of All Tracking for the identified visitors download and Anonymous Tracking for the anonymous visitors download.
4. Select schedule to run "Hourly" at 15 past the hour. Select In Progress so that the download runs according to schedule. In Step 3, title the download Identified Visitors Download for the All Tracking dimension. Title the download Anonymous Visitors Download for the Anonymous Tracking dimension. In the description enter the name of your website and select the Analytics folder. Remember to click Save.
5. Navigate to the Analytics tab after your Identified and Anonymous downloads have imported data successfully. This is where you can review the website tracking results.
If your ROI license permits multiple websites (more than one Google Analytics account integration), those Google Analytics integrations must be setup under separate ROI users. For example, email@example.com must setup the integration and imports for the AJ+MF Co. .org website under her user if the .org site has a separate Google Analytics account than the .com site. Mf@ajmf.com must setup the integration and imports for the AJ+MF Co. .com website under his user.
Google Analytics indicates in their documentation that it could be three hours or more before they make the website analytics data available. As a result, in some cases you may see a three to four hour delay in reporting of Analytics.
Please contact firstname.lastname@example.org with additional questions.