Google Analytics Integration
Why Set it Up
What's great about pushing the reports into GA is marketing teams are typically actively using GA already and familiar with the structure. It means not having to learn as many systems and sharing the detailed account behavior information much more easily.
Adding GA reports allows you to access additional insights to your account activity. You can drill down into synced Salesforce records as well as specific accounts to see all GA reporting. This includes sessions, pageviews, users, bounce rate, average time on site, etc.
Ways to Integrate
We have two primary ways to integrate with GA.
The first is using custom dimensions and indexes from your GA account (free GA accounts only allow for 20 custom indexes to be used). This method pulls in synced GA records and individual account information to drill into. It is the most detailed and highest valued report. A common use case is pushing in stage information so you can view how each stage is behaving and drill down to see which accounts from each stage are coming and how they are behaving. This method also primarily uses custom reports so the information to be pulled in is up to you.
The second method was created for retargeting purposes but also serves as a great way to
segment GA behavior information
. Creating retargeting campaigns pushes audience segment level information into GA so you can see audience behavior as a whole. This uses GA segments, which don't have a restriction on how many can be used, but does not enable you to drill down into individual account-level information. It's very useful for understanding the audience as a whole. To see steps on this, refer to articles on Retargeting Elements.
Steps to Integrate
Note: You need to have admin access to both Google Analytics and Triblio to complete this setup
If preferred, here is a video overview of the following steps:
1. Login to Google Analytics and navigate to the 'Admin' tab.
2. Under 'Property' expand 'Tracking Info' and choose 'Tracking Code'
3. Copy your 'Tracking ID', you are about to enter it in Triblio
4. In Triblio, navigate to the 'Setup' tab and go to 'Websites & API' then click 'Third Party'
5. At the bottom of this page, make sure 'Third Party Firmagraphic Tracking' is enabled.
6. Make sure 'Preserve Google Analytics tracking on Triblio campaign content' is enabled.
7. The script that appears in the 'Script' column needs to be on your website. As part of on-boarding, this script was likely added. If you are unsure, ask your CSM if the script is on your website. If it isn't, your CSM can provide instructions for adding it.
8. Back in GA, in the 'Admin' tab under 'Postbacks' open 'Custom Definitions' and choose 'Custom Dimensions'
Note: In free GA accounts, you can have a maximum of 20 custom dimensions. Custom dimensions cannot be deleted once created but can be reused/repurposed.
9. Click '+ New Custom Dimension'
10. To name it, make sure it describes what the report will show.
Common reports are:
- Account Name
- Account Type
- Opportunity Stage
11. Under 'Scope' we recommend choosing 'User'
12. Make sure the 'Active' box is checked.
13. Click 'Create'
14. Take note of the 'Index' value your Custom Dimension was assigned
15. In Triblio, in the 'Actions' column, choose 'Edit Custom Dimensions'
16. First, paste in your GA Tracking Code in the top input.
17. At the bottom of the modal that opened, specify a dimension. The two most common are 'Domain' and 'Custom Data'. Add the 'Index' number from GA to the 'Custom Dimension Index' input and click 'Add'.
The 'Custom Data' field uses synced Salesforce records to post data. This is done in Salesforce Setup or manual Custom Data uploads.
Building GA Reports
1. In GA, navigate to 'Customization'
2. Select '+ New Custom Report'
3. Name the custom report so you know what the information will tell you
4. Choose the type of report you want to use.
'Explorer' reports allow you to drill down.
'Flat Tables' reports show a static view of data.
5. Choose metric group (e.g., 'Session').
6. Add a dimension (this is the Custom Dimension we created earlier). For Explorer tables, you can add additional dimensions to drill into.
7. 'Save' the report.
8. Once the report is created, you can view it in the customization tab and create a shortcut to it for quick reference.
Syncing Custom Data from Salesforce
1. In Triblio, navigate to the 'Setup' section and then choose the 'Salesforce' tab then click 'Syncs' under Advanced
2. Click 'Add Custom Data Sync'
3. For the Merge Key choose a descriptive name using camel case, then choose the Entity and Field to merge with. For Default Merge Value type in '(not set)'. Click 'Save'
Note: Salesforce custom data does not sync immediately so it doesn't overwhelm the SFDC API. Once the sync is created, check back in a few days to see if it is ready.