Linking Google Analytics to Calltracks

These instructions will allow Calltracks to pull data from your Analytics account.

A goal must be setup within Universal Analytics (UA) before you can proceed with this setup. Please click here for a full setup guide to creating a goal in Google Analytics.

To allow Calltracks to pull visitor data directly from Google Analytics to populate your Calltracks reporting, you will need to follow these steps.

Make sure you are logged into Analytics with the correct email address to create a custom dimension within the UA property you want Calltracks to collect data from.

 

To identify which property you are using:

On the Home screen click on the gear symbol at the bottom left corner to access the "Admin" settings. Make sure you have selected the correct "Property" from the property drop down menu.

Next click on to "Property Settings" to reveal the Property Tracking ID and make note of it. Then click on "View Setings" to reveal the View ID and make a note of it.

It is important to make sure you select the profile you want us to collect data from

 

Now go back to the list below the Property Settings and click Custom Definitions and then click "Custom Dimensions"

 

 

Then click + New Custom Dimension

Set up your custom dimension as follows 

Name:  CT Visit ID

Scope:  Session

 

 

Once you have clicked create you will see a screen like below, please click "Done"

Once you have saved your custom dimension, make a note of the Custom dimension "Index ID" you have just created from the table. In the example below it's 1

If you are not already logging the Google Visitor ID as a custom dimension, we can do this for you.  

 

 

You will also need to create a "Custom Metric" with in the same property.

 

Create a NEW CUSTOM METRIC

 

Then fill in the fields with the following details

Click save

 

 

 

You will then return to the previous screen which will provide you with an "Index ID"

Please email support@calltracks.com or your point of contact with the index number you have been given. 

 

 

Once you have noted down your, Property Tracking ID, Reporting View ID and Custom dimension Index ID

 

Login to Calltracks to access our Authentication page.

AUTHENTICATION

Click on "Settings" then "Integrations" This will allow Calltracks access to your Analytics account.

Once you have authenticated, you will need to fill in the fields with the data you have captured during this process.  

 

Once you have entered all information, click "Update" and the menu bar above should confirm your updates.