Intermediate Data Tracking Skills

If you or the client are unable to access the Google Analytics account it is always recommended to try to regain access to your Google Analytics account rather than creating a new account for your website. All of the historical data in your account is critical when analyzing trends and making business decisions.

To regain access to the Google Analytics account, please visit the following link and go through their recovery steps:

https://support.google.com/analytics/troubleshooter/7264014?hl=en

When you get to step 4 and you have to Contact Google be sure to use either the client’s Google Ads customer ID or ours if they don’t have one.

The following link will give you the steps on how to setup cross-domain tracking when you use Google Tag Manager.

https://support.google.com/tagmanager/answer/6164469?visit_id=636727980226183002-760760257&rd=1

How to Prevent Tags from firing after a Page Reload with Google Tag Manager

The following video by Measure School explains in detail how to setup this custom javascript.

Here is the summary:

1. Create a custom javascript variable with the name of “cjs – Page Reload” with the following function:
   [js]function(){
   return performance.navigation.type == 0 ? false : true;
   }[/js]
2. Add a new firing trigger to the tags you don’t want to fire on page reload:
   cjs – Page Reload equals false

Search in google for “Google Tag Assistant Extension” and download the chrome extension. Once installed, click on the 3 dots and enable auto validation.  Now whenever you load a page the extension will check for Google tags on the website.

Grow your business by optimizing your website experience and testing changes to your layout, content and more — no coding required.

Setting up a Google Optimize account is very simple.  Especially if you are using Google Tag Manager to fire Google Analytics.  When you go to optimize.google.com and create your first account, they will actually walk you through the steps to create your first test.  Here is an overview of the steps to setting up the account and getting your first test running as well as a video walkthrough.

1. Go to optimize.google.com and create the account and container
2. Create your first experiment (you can come back to this if you want)
3. Link to Google Analytics
4. Add Google Optimize tag to GTM and update Universal Analytics tag to have Google Optimize tag fire before GA tag.
5. Set Objectives
6. Set traffic allocation
7. Schedule or start the test

Until we begin to really dive into Google Optimize, please take a look at this Google Optimize 101 article done by someone else.

https://www.customfitonline.com/news/2018/6/18/google-optimize-101/

Use this plugin to collect UTM data in Gravity Forms

HandL UTM Grabber

Within a CallRail account you can add multiple companies.  If a client has their own CallRail account they will most likely only need one “Company”.  Cases where I could see a company needing multiple “Companies” setup would be if they have different entities to their company or different websites and each website/entity needs to report data to different Analytics accounts.

If the MC is paying for the client’s call tracking then you will want to create a company under the MC’s account…

1. In CallRail navigate to the correct MC Account and select Manage Account.
2. In the upper right hand side, click on the company dropdown and then select the “Create Company” button.
3. Put in the Company Name and select the Time Zone.
4. Add Users: It will add all of the “Administrators” within the account to the company automatically.  Make sure you don’t add other client’s to this account.  If there happens to be a client for another account set as an admin you will need to go to the manage users section in settings and remove that person as an Admin and set them as a manager so that they don’t have access to all of the client’s accounts.
5. Create Company.
6. Once the company is created, you can go in and add the client to the account as a manager or lower so they can access all of the callrail data too.

What is the difference between source tracking vs keyword / visitor tracking?

Please read the following blog article on CallRail’s website

https://www.callrail.com/blog/source-tracking-keyword-tracking/

What CallRail says about Source Tracking – https://support.callrail.com/hc/en-us/articles/204596305-Source-Tracking-Basics

Source tracking is used to associate 1 tracking number with one “source”. Typically Sebo uses source tracking when we only want to track specific types of sources such as:

• Organic Search
• Paid Search
• Direct Traffic
• Referral Traffic

If the client is using their own CallRail account you really should use Keyword Tracking unless they want to keep their call volume down.  Also, if you are going to want to track more than 2 different sources of traffic coming to the website you may want to consider Keyword Tracking for that as well.

How to setup a source tracking number

1. Make sure you are in the right account and company.
2. Click on the “Create Number” button in the top right corner.
3. Follow the prompts.  They should be easy to follow and self explanatory.
   If you are wanting to track Google Organic calls on the website you would do the following:

1. “Ill use it online”
2. “On my website”
3. “Track a marketing campaign”
4. Give the number a name
5. Enter the number you want the calls to forward to
6. Set how you want to track the visitors
   • For Google Organic calls you would choose “Search visitors from Google for Organic search”
7. Select a tracking number – Toll free numbers cost extra

What CallRail says about Keyword Tracking – https://support.callrail.com/hc/en-us/articles/203949129-Keyword-Tracking-Basics

Keyword tracking will track each visitor and give data on how they came to the site, the pages they visited, and the page they were on when they called in.  Also, within CallRail it will also track a call timeline for the person if they call in multiple times.

How to setup a keyword tracking number

So before you start creating the tracking number within CallRail you need to find out how many tracking numbers you will need in the number pool to ensure that there are enough numbers for all of the visitors on your site at any given time.

To do this, you will need to go to Google Analytics and look at their peak hourly traffic.  I would recommend looking at the peak hourly traffic in an unfiltered view to make sure you aren’t under estimating it. Once you find the peak hourly traffic you take that number and divide it by 4 and that will tell you how many numbers CallRail recommends that you have in your number pool.  So if a client’s peak hourly traffic is 32 visitors you divide 32 by 4 which gives you 8 so you would need a number pool with 8 numbers.  The smallest number pool you can have is 4 numbers so if the peak hourly traffic is 16 or less then the size of the number pool will need to be 4.

Once you know the size of the number pool you need you can go to CallRail and setup the tracking numbers.

1. Make sure you are in the right account and company.
2. Click on the “Create Number” button in the top right corner.
3. Follow the prompts.  They should be easy to follow and self explanatory.
   1. “Ill use it online”
   2. “On my website”
   3. “Track visitor activity”
   4. Give the number pool a name
   5. Set the pool size based on the criteria above
   6. Enter the number you want the calls to forward to
   7. Set what visitors you want to track
      • Typically with keyword tracking you can go ahead and track all Visitors.
   8. Choose the area code for the tracking numbers to come from

Dynamic Number Insertion
WordPress
Google Analytics
Google Tag Manager
Unbounce
Integration Triggers

Events
Goals
Data interpretation

1st time phone calls
Category: Phone
Label: (RegEx) .*Call-01

1st time text messages

what you need to do to make sure calls are showing up in AdWords

If you are doing campaign level tracking you need to import the goal from Google Analytics.  If you are doing keyword / visitor level tracking and you have setup the AdWords Integration then you don’t have to import from Google Analytics.

https://support.callrail.com/hc/en-us/articles/202672388-How-to-View-Keyword-Data-for-Google-AdWords-Calls-in-CallRail-

What you need to do in Unbounce

(Position Log) Compare Previous Month Against Specific Month

The goal here is to have the position log compare last month’s data against a specific month (such as the month they started with us) rather than the first month for which we have data. For this to happen we’ll need to edit the actual formulas in the script.  The formula you will use is in the line of code below:

destination.getRange(2,5).setFormula("=IFERROR(INDIRECT(CONCAT(\"F\",TEXT(ROW(),\"0\")))-INDIRECT(ADDRESS(TEXT(ROW(), \"0\"),TEXT(MATCH(DATE(YYYY,MM,1), 1:1,),\"0\"))))");

You will of course replace YYYY with the year, and MM with the corresponding month. Depending on how new the report is that you are working with, you will need to replace the code on line 177 of the script with the updated code above. For reference, here is the code. You will need to replace the highlighted text below:

Once that is replaced, save the script and it should work as soon as the reports generate on the third of the month.

(Monthly Cumulative Totals) Add Additional Filters to Average Position

There are cases where you may want to filter the data that is displayed in the Top 5, Top 10, Top 20, etc. To do so, you need to update the formula that generates those numbers. It is found under the MCT Formulas page. It is locked, but you can edit it if you absolutely must. This would be one of those cases. You should see the following when you open this page:

The top row with the 0’s houses the formulas we will need to change. A common reason to edit this row would be to filter out queries with less than 3 impressions. To do this you will edit the formula in every cell on row 2. A good template will be to use cell B2. The formula below is what you would paste in cell B2:

=COUNTIFS('Previous Month'!$E:$E,"<5.001",'Previous Month'!$C:$C, ">3")

After changing that, you can copy it across the row. From there, you will edit the four columns C-F. In column C, Top 10, you will change 5.001 to be 10.001. In column D, Top 20, you will change 5.001 to 20.001. Etc.

***IF YOU’RE DOING THIS ON AN EXISTING REPORT, GO ON. OTHERWISE, YOU’RE DONE!***

After you have edited all four columns, you will copy row 2 columns B-F to the clipboard and go over to the Monthly Cumulative Totals sheet.

Beginning in row 2, paste the copied formulas to columns F-J. You will then highlight the cells you just pasted to that region and press CTRL + h. That will bring up the pop up shown below:

This is going to perform a find and replace on that region. In this case, we want to find “Previous Month” and replace it with “Jan 2018” (you will replace it with whatever MMM YYYY the row is referencing). You then have it search within formulas and click Replace All, then Done.

From there, you’re going to perform the find and replace on every successive row with data. What I do, is copy the region I just performed the find and replace on, then go to the next row and paste it there. Then when I do the find and replace, I can find “Jan”, and replace it with “Feb”. It makes it a little bit faster.

That’s it! You’re done!

Data Studio Report Set Up

The Data Studio“Essentials” Report training is located here for now:

*Please note that you should visit the following link with the sebo.marketing@gmail.com user. Takes 30 min to set up.

https://docs.google.com/document/d/1eDKbA-i0KDoHFSo-ojfhpL96qtXjfvJRodw_3Qum8bs/edit?usp=drive_web&ouid=117563490746213870654

The Data Studio“In-Depth” Report can be accessed by clicking the link below:

(Note, this setup allows you to edit the data that you send to the data studio report for analysis using the Monthly Report Sheet. Takes 1-2 hours to set up.)

https://docs.google.com/document/d/1eDKbA-i0KDoHFSo-ojfhpL96qtXjfvJRodw_3Qum8bs/edit?usp=drive_web&ouid=117563490746213870654

Cut Down In Depth Report Creation Time

If you or an MC like the look of the more in depth reports, you can still create it without spending hours creating a monthly report sheet that allows you to edit incorrect data. To do so, everywhere the Monthly Report is referenced, substitute the Data Source with Google Analytics or Google Ads as appropriate. Depending on how the source report was set up, you may need to go in and change the table metrics to reflect the format given in Ads or Analytics.