Tag Manager Plus – Part 1: Google Analytics Setup

Overview

Google Analytics is an online service which captures and displays all your web analytics data. Your website may already have Google Analytics set up or it may be a fresh installation.

Google Analytics Configuration contains up to 5 main steps:

  1. Set up Google Analytics from Scratch: This section is applicable for websites with no existing Google Analytics account or where a ‘fresh’ start is preferred.
  2. Finding Your Google Analytics ID: This will show how the Google Analytics Tracking ID is found which will be used when setting up Google Tag Manager.
  3. Custom Dimension Setup: This section covers the setup of the custom dimensions for: Customer Lifetime Value, Lifetime Orders and Customer Group.
  4. Content Grouping Setup: This section covers the setup of content grouping for Page Type and Product Category which provides a high level view of content metrics.
  5. Enhanced E-commerce Setup: This section shows how to enable Enhanced E-commerce.

Set up Google Analytics from Scratch

This section is applicable for websites with no existing Google Analytics account or if a ‘fresh’ start is preferred. If you already have Google Analytics set up, skip to the next step (Finding your Google Analytics Tracking ID).

  1. Go to https://www.google.com.au/analytics/ and select the “Sign Up” option.
  2. Sign in with your Google Account. Create one if needed.
  3. Fill all fields to setup your new Google Analytics Account, taking note to correctly set your Country & Timezone
    GA account setup
  4. At the end of the form click on “Get Tracking ID”
  5. Agree to the Google Analytics Terms of Service.
  6. The tracking ID will be shown to you on the next screen. Write this down for later steps.
    Google tracking ID

Finding Your Google Analytics Tracking ID

This will show where to find the Tracking ID which will be used when setting up Google Tag Manager. If you already have an existing analytics setup, or you missed the tracking ID from the previous step, follow these instructions to find the Google Analytics Tracking ID for your property.

  1. Click on “Admin” in the bottom left of the Google Analytics Interface
  2. Choose your Google Analytics Account and Property
  3. Click on “Tracking Info” under Property
  4. Choose “Tracking Code”
  5. This will show your Tracking ID as highlighted. Take note of this ID number as this will be used when setting up Google Tag Manager.
    Google tracking ID

Custom Dimension Setup

This section shows you how to set up the custom dimensions for:

  • Known Users
  • Lifetime Value (per customer)
  • Lifetime Orders (per customer)

Known Users

  1. Go to Google Analytics > Admin
  2. Under “Property”, first click on “Custom Definitions” and then “Custom Dimensions”
    GA property settings
  3. Click on “New Custom Dimension”
  4. Name the Custom Dimension “Known User”, set the Scope to “Session” and ensure “Active” is ticked. Then click on “Create”.
  5. In the next screen, take note of the dimension number. In this case this is dimension 1.

    1. Write down “Known User: 1” (or the number of your dimension) which will be required when we set up GTM.
    2. Click on “Done”.

Lifetime Value

  1. Next, click on “Custom Dimensions” to return to the listing page then click on “New Custom Dimension” once again.
  2. Name the Custom Dimension “Lifetime Value”, set the Scope to “User” and ensure “Active” is ticked. Then click on “Create”.
  3. Again, take a note of the dimension number as shown below. In this case this is dimension 2.

    1. Write down “Lifetime Value: 2” (or the number of your dimension) which will be required when we set up GTM.
    2. Click on “Done”.

Lifetime Orders

  1. Next, click on “Custom Dimensions” to return to the listing page then click on “New Custom Dimension” once again.
  2. Name the Custom Dimension “Lifetime Orders”, set the Scope to “User” and ensure “Active” is ticked. Then click on “Create”.
  3. Again, take a note of the dimension number as shown below. In this case this is dimension 3.

    1. Write down “Lifetime Orders: 3” (or the number of your dimension) which will be required when we set up GTM.
    2. Click on “Done”.

Once complete, your custom dimensions will look like this (note, your index numbers may differ if you already had some custom dimensions):

Content Grouping Setup

Content Grouping is set up under each View, so if there are multiple Views within one Property, this configuration will need to be replicated for all Views.

  1. Click Admin
  2. Under View choose “Content Grouping”
  3. Click “New Content Grouping”
    1. Name: “Page Type”
    2. Click “Enable Tracking Code”
    3. Select Index: 1
    4. Click Done
    5. Click Save
  4. Click “New Content Grouping” again
    1. Name: “Product Category”
    2. Click “Enable Tracking Code”
    3. Select Index: 2
    4. Click Done
    5. Click Save

Once complete, your content groupings will look like this:

Enhanced Ecommerce Setup

Enhanced Ecommerce is set up under each View, so if there are multiple Views within one Property, this configuration will need to be replicated for all Views.

  1. Click Admin.
  2. Under View choose “E-commerce Settings”
  3.  Ensure that “Enable E-commerce” is set to “ON” – if not, switch it to “ON” now then click “Next Step”
  4. On the “Next step”, click the toggle for “Enable Enhanced E-commerce Reporting” which turns it “ON”
  5. Add the following checkout steps for the standard Magento Onepage Checkout:
    View Cart
    Checkout Method
    Billing Information
    Shipping Information
    Shipping Method
    Payment Information
    Order Review
  6. Click “Submit”
  7. Next, set your reporting currency. Click on “View Settings”.
  8. Select the currency (note, this only affects future transactions. previous transactions will not be converted to the new currency. More info)
  9. Scroll down and click Save.

Continue to Part 2: Google Tag Manager Setup

Related Pages
Tag Manager Plus Magento Extension
Tag Manager Plus User Manual
Part 2: Google Tag Manager Setup
Part 3: Magento Extension Installation & Setup
Part 4: Testing & Go Live