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Closing the Bridge Between Marketing and Technology, By Luis Fernandez

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CMO & CTO

Closing the Bridge Between Marketing and Technology, By Luis Fernandez

Google Analytics Setup that Sticks

Posted on November 22, 2011 By Luis Fernandez

Google Analytics just leveled up. The new interface is rolling out, Real Time is in beta, Multi Channel Funnels just showed up in the sidebar, and a growing slice of organic keywords is now hidden behind that not provided label for signed in users. If your setup is a quick paste of the tracking snippet and a silent prayer, you are flying with the lights off. The good news is you can build a setup that sticks. One that survives redesigns, campaigns, and the next surprise from Mountain View.

Build the foundation once. Then stop fixing it every month

Think of your account like a house. You want strong rooms and doors that keep the mess where it belongs. In Analytics that means Accounts, Properties if you have multiple sites under one login, and especially Profiles. Profiles are where your filters live and where you protect your clean data.

Create three profiles for every site: Raw, Test, and Master. Raw has no filters and is your time capsule. Do not touch it. Test is where you try new filters, goals, and settings. Master is your daily truth and gets only proven changes. This simple split saves more projects than any fancy report, because one bad filter can wipe a month of stats without a sound.

Next, lock down your traffic quality. Add an Include filter by Hostname so your data comes only from your real site. Add Exclude filters for internal IPs and partners that hammer your staging server. Fix lowercase filters for campaigns and search terms so UTM tags like Email and email do not land in different buckets. Clean page paths with a Lowercase Request URI filter so /About and /about are the same page. These are boring moves that pay every day.

If you run across domains, plan for it now. Real cross domain tracking can be tricky and you may need your dev on it, but the point is the same. Decide which domain is the main one and make sure sessions do not split when people jump between checkout and content. If you cannot ship it this week, at least document the path and set a reminder. You will thank yourself the first time an affiliate program kills your source tags.

Measure the stuff that pays the bills

Pageviews are fine for a live ticker, but they do not tell you if you are winning. You need Goals. Start with four. One revenue goal if you have Ecommerce or lead value, one micro goal like email signup, one engagement goal like key page depth or time, and one site search goal for people who use your internal search and reach a results page. Tie each goal to a dollar value if you can, even if it is rough. A lead might be worth ten bucks on average. That number helps you make decisions later.

Funnels are your honest friend. If you know the path people should follow, draw it. For a checkout, map from Cart to Confirmation. For a lead form, map from Landing to Thank You. Then watch where people drop. Do not chase a perfect funnel on day one. Start with the biggest steps and refine as you see trends. When you change a page, annotate the date in Analytics so future you remembers why the funnel moved.

Events tell the story between pages. Social button clicks, video plays, outbound link taps, downloads. These actions matter and they do not always load a new URL. Even a simple event plan is worth it. Name events like a human. Category Video, Action Play, Label Product Demo. Then use those events as goal triggers where it makes sense. Your reports will finally match what people do on the page.

Site Search is the fast path to what people want. Turn it on in Profile settings, add your query parameter, and you get a gold mine. Look at terms with high exit rate and fix the pages those searches land on. If not provided is growing on your organic keywords, Site Search helps fill the gap with pure intent from your own site.

Make your data usable on a busy Tuesday

Campaign tagging is non negotiable. Until every link you control carries UTM tags, you are guessing. For email, display, sponsored posts, PDFs, and press pickups, add utm_source, utm_medium, and utm_campaign. Keep a shared sheet of allowed values and stick to it. One team using newsletter and another using email leads to messy channels. Lowercase filters will help, but shared discipline beats cleanup.

Custom Reports and Advanced Segments turn the firehose into a glass. A simple custom report that breaks revenue by Campaign, Landing Page, and Goal Completions can replace five menu clicks. Segments like New vs Returning, Paid vs Organic, and Mobile vs Desktop let you see the same story from different seats. Save a few that match your business and stop rebuilding them every time the boss walks over.

Dashboards are not a trophy wall. They are a morning routine. Build one dashboard for the team with five to seven widgets that line up with your goals. Keep one clean space for traffic by channel, one for top landing pages with bounce, one for goal completions by source, one for site search terms, and one for events like video plays or pdf downloads. Then set Intelligence Alerts for spikes and dips in goal completions or revenue so you hear about surprises without camping in the reports.

Real Time is shiny and fun. Watch it during launches and big pushes, but do not make it your daily diet. The money still shows up in your goals and funnels. Multi Channel Funnels is the serious new tool. It shows assisted conversions so you can see that generic search started the journey and email closed it. If you only look at last click, you will starve the channels that fill the top of your funnel. Use assisted views to argue for budget like an adult, not like a fan club.

The common trap vs the setup that sticks

The trap looks like this. You paste the code on launch day. You open All Traffic every few weeks and celebrate pageviews. You never name a goal. You eyeball bounce rate and call it a day. When a campaign lands, you forget UTM tags and blame Direct when results look weak. Someone adds a filter to fix a spam spike, it backfires, and a month later you learn your numbers are off. You change the site and never annotate, so you cannot link the dip to the new slider that everyone begged for.

The setup that sticks is quieter. You have Raw, Test, and Master. You audit filters once and then leave them alone. Every big action on the site triggers an event or a goal. You tag every campaign you can control. You keep a one page doc with your naming rules so new folks do not improvise. Your dashboard keeps the team honest and alerts tell you when the ground moves. When Real Time lights up during a PR spike, you watch for fun, then go back to funnels and goals because that is where the truth lives.

Practical checklist to ship this week

  • Create three profiles for your site: Raw, Test, Master. Give edit rights to one owner and view rights to the rest.
  • Add an Include Hostname filter for your real site. Exclude staging and test subdomains.
  • Add Exclude IP filters for your office, home, and frequent partners.
  • Add Lowercase filters for Request URI and for Campaign Source, Medium, and Campaign.
  • Turn on Site Search with your query parameter and check the first week of terms.
  • Set up at least four goals: money goal, signup, engagement, and site search success. Map funnels for the two most important flows.
  • List your top five non page actions and plan events for them. Social clicks, video plays, downloads, outbound links, and tab opens are a good start.
  • Publish a UTM guide that fits your team. Define allowed values for source, medium, and campaign. Share the link any time a new campaign starts.
  • Tag every email, banner, press link, and partner placement you can reach. Fix copy and paste habits now.
  • Build one dashboard with seven widgets at most. One for each goal, one for traffic by channel, one for landing pages with bounce, one for site search, one for events.
  • Save three segments you will use every week. New vs Returning, Mobile vs Desktop, and Paid vs Organic are simple and strong.
  • Create one custom report that shows Campaign, Landing Page, Goal Completions, and Goal Value. Pin it to shortcuts.
  • Set Intelligence Alerts for big changes in goal completions, revenue, and traffic by source. Add email alerts to two people, not one.
  • Start using Multi Channel Funnels to report assisted conversions for your main goals. Share one screenshot with your team so the concept sticks.
  • Use Annotations for launches, outages, and major content changes. Future you will be grateful when you review a tough week.

One more thought on not provided. That bucket will likely grow. You cannot fix it from your desk. What you can do is tag your own campaigns well, watch site search, and focus on landing page performance and funnels. That keeps your head in the parts you can control.

Your setup should make you calm. Not excited, not scared. Calm. Build these pieces once, keep them tidy, and let your reports work for you instead of the other way around.

Make the data boring so the decisions can be bold.

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