Google Analytics integration with Leadmonk

TABLE OF CONTENTS

• What is the use of Google Analytics
• How it works
• Leadmonk supports Google Analytics 4
• How to add your tracking code to Leadmonk
  • Steps to connect your measurement ID
  • Set up a conversion event
  • Track your source with UTM parameters

What is the use of Google Analytics

Google Analytics is a powerful tool that helps businesses track and analyze their website traffic. It provides valuable insights into how visitors interact with a website, including where they come from, what pages they visit, and how long they stay. By integrating Google Analytics with appointment scheduling software, businesses can gain even more insight into how invitees engage with their booking page.

There are a few key benefits to integrating Google Analytics with Leadmonk:

• Track invitee behavior: By integrating Google Analytics with your Leadmonk account, you can track how invitees interact with your booking page. This includes which pages they visit, how long they spend on each page, and what actions they take (such as booking an appointment or filling out a form). This information can help you understand which parts of your booking process are working well and which may need improvement.

• Understand the source of your invitees: With Google Analytics integration, you can see where your invitees are coming from (e.g. search engines, social media, etc.). This can help you understand which marketing channels are driving the most traffic to your booking page and adjust your strategy accordingly.

• Identify opportunities for improvement: By analyzing the data provided by Google Analytics, you can identify opportunities to improve your booking process. For example, if you notice that a high percentage of invitees are abandoning your booking page before completing the process, you may need to make changes to your page layout or the information you are requesting.

How it works

Google Analytics uses a combination of cookies stored in an invitee's browser, as well as Javascript, to gather information for tracking. For the Google Analytics tracking code to work, Javascript must be enabled in your invitees' browsers. Your invitees' browser and security settings may limit what information is tracked.

Overall, integrating Google Analytics with Leadmonk can provide valuable insights into how invitees engage with your booking page and help you improve the efficiency and effectiveness of your appointment scheduling process.

Leadmonk supports Google Analytics 4

Google Analytics has two types of properties: Google Analytics 4 and Universal Analytics. Google Analytics 4 is the newer version, so the new properties you create will default to a Measurement ID. Leadmonk supports Google Analytics 4 only.

To set up Google Analytics integration with your Leadmonk account, you will need to create a Google Analytics account and add your website as a property. Then, you will need to install the Google Analytics tracking code on your booking page. Once this is done, you can start tracking invitee behavior on your booking page and use the insights to optimize your appointment scheduling process.

Once connected, Leadmonk will send details about your invitee's actions to Google Analytics, including when an invitee visits your booking page and books a meeting.

How to add your tracking code to Leadmonk

• To connect Google Analytics to your Leadmonk account, you must be a Leadmonk owner or admin on a Professional subscription plan (or higher).
• You can connect one tracking code per Leadmonk organization (instance). You cannot connect different tracking codes per team or per user within an instance.

Steps to connect your measurement ID

• If you haven’t set up a data stream for your personal or company website yet, follow Google's steps to add a data stream.
• Once you have a data stream for your website, copy your Measurement ID (it will have the format G-xxxxxxxxxx). Do not copy your Property ID. If you need help finding your Measurement ID, consult Google’s What happened to my tracking ID?

1. In Leadmonk, go to your Integrations page and select Google Analytics.
2. Select Edit.
3. Under Measurement ID, paste in your Measurement ID and select Save.

Once you’ve connected, Leadmonk will track all events for your Leadmonk organization (instance) and display the invitee actions as an event in Google Analytics, shown in the table below. 

Note that Google Analytics can take up to 24 hours to populate event reports, but you can view live activity in real time in Google Analytics. To learn how to view actions in real-time, view Google’s GA4 Realtime.

Set up a conversion event

To measure invitee actions that are important to you, you can set up a conversion event. Scheduled events tend to be the most popular conversion, but you can mark any invitee action as a conversion. You can set up a conversion event before or after event data shows in Google Analytics.

Google’s Set up and manage conversion events outlines how to do so, as well as the steps below.

Create a conversion before event data shows

1. Follow the steps in the section, Identify new conversion events before collecting data. You will need to create an event before identifying conversions.
2. When entering the name of the event, consult the above table for event name. For example, to track scheduled meetings, enter invitee_meeting_scheduled.

Mark a conversion after event data shows

1. In Google Analytics, select Configure in the left hand sidebar.
2. Select Events.
3. Under the event actions, select which event you’d like to count as a conversion, by toggling on Mark as conversion. Note: You may not see any events if it's been under 24 hours since you’ve connected Google Analytics. In that case, you can book a test event and wait 24 hours before you set up a conversion, OR you can Create a conversion before event data shows.

Track your source with UTM parameters

To track how your invitees accessed your link, you can append UTM parameters to your Leadmonk booking link. Without UTM parameters, the source of your events will show as direct. With UTM parameters, the source in Google Analytics will match the UTM source appended to your scheduling link. If you’ve embedded Leadmonk on your site, you can add a UTM parameter directly to the embed code.

Track meeting booked events in Google Tag Manager

This guide explains how to track meeting booked events through Leadmonk embedded booking pages or router forms using Google Tag Manager (GTM).

If you have a requirement to track in Google Tag Manager when a meeting is booked through embedded Leadmonk booking page or router form, make use of below "meeting listener" code scripts, that can be used as a custom HTML tag in GTM to track when someone books a meeting.

<script>
window.dataLayer = window.dataLayer || [];
window.addEventListener("message", function (e) {
if (
e.data.event &&
e.data.event == "leadmonk.invitee_meeting_scheduled"
) {
          <!-- fill your code here -->
          <!-- window.dataLayer.push({}); -->
}
});
</script>

Prerequisites:

• A Google Tag Manager account and container linked to your website.
• A Leadmonk account with embedded booking page or router form.

Steps

1. Copy the "Meeting Listener" Code:

Navigate to the Leadmonk help page where you found the script mentioned. Copy the provided code for the specific meeting event you want to track (e.g., meeting scheduled).

2. Create a Custom HTML Tag in GTM:

• In your GTM container, go to Tags and click New.
• Choose Custom HTML tag type.
• Paste the copied Leadmonk code into the HTML field.

3. Configure DataLayer Push

• Replace window.dataLayer.push with your preferred dataLayer push method specific to your tag configuration.
• Refer to your analytics platform's documentation for proper dataLayer push syntax.

4. Set up Trigger:

• Create a new trigger that fires when the Leadmonk meeting booking event occurs.

5. Save and Publish

• Save your changes to the Custom HTML tag and trigger.
• Preview and test your setup to ensure proper tracking.
• Once satisfied, publish your GTM container changes to take effect on your website.