Set up your Google Analytics (GA4) Integration

Google Analytics 4 (GA4) is Google’s property designed to collect both web and app data. 

This article will cover 

1. How to connect your CTM Agency account and GA4 account
2. How to connect your CTM Non-Agency account and GA4 account
3. How to view your CTM data in GA4

Prerequisite: 

Before beginning the setup process in CTM, you will need to create a 

• GA4 Property
• At least one Web Data Stream - If you're connecting more than one CTM account, you will need to create at least one Data Stream Link for each account.
• API Secret in your GA4 account(s).

Currently, CTM only supports the use of a web data stream. 

Take a look at Google’s helpful article on creating a new GA4 Property and Web 

Data Stream.

Once these prerequisite steps are completed, you can connect CTM to your GA4 account.

Getting Started for Agency Plans

1. Go to Integrations >Google Analytics 4 >Settings
2. Link a Google Analytics user to the integration
3. Click New Data Stream Link
   • We will automatically match session data to the corresponding data stream.
4. Assign the account(s) by moving them from the right to the left box and save changes.

Options

5. Customizing event names is now simple using the built-in toggles. You can configure the system to indicate first-time or repeat callers, or apply the direction of the activity within the event name.

6. Turn on the prevention toggle to “Prevent duplicate events from being sent from a single activity to the same Data Stream.”
7. Click the Save Changes button. 

Workflows

Create custom mappings and set up workflows to send data in the most useful context, whether activities are sent as Sales-based or Lead-based events. 

Completing

Once you have completed the steps on this page in the breadcrumbs, click GA4 Settings to return to the integration page. 

The connected accounts will be listed here. Click Edit to make changes.

Supplemental Event Trigger

To send supplemental events to GA4, you can create a Trigger with different conditions that will get evaluated alongside any conditions already set in the GA4 integration. Once the conditions are met, a second event will be sent for the same activity. 

Note: Triggers are available on Marketing Pro, Sales Engage, Enterprise, Growth, and Connect plans.

1. Navigate to Flows > Triggers.
2. Create the trigger and add a workflow with the criteria needed.
3. Within the workflow, click Add Action and choose Send GA4 Events.
4. To manually create an event, click the arrow to the left of Advanced and check the box for Manually create GA4 event.

Getting Started for Non-Agency Plans

Sign In with Google

1. Navigate to the GA4 Integration Settings in your platform.

2. Click “Sign in with Google.”

3. Choose the Google account with access to your GA4 property.

4. Grant the required permissions when prompted.

   

   Note: Only one Google user can be linked at a time. To add another, you must first unlink the current user.

Select GA4 Configuration

5. Choose your: 

• GA4 Account

• GA4 Property

• GA4 Data Stream

Note: You may only select one Account, one Property, and one Data Stream.

Configure API Secret

6. The system will check for an existing API Secret for the selected data stream.

7. If one exists, it will be used automatically.

8. If not, a new API Secret will be created for you.

Enable Event Sending

9. Enable "Send GA4 events after each activity."

10. Enable "Send events when no GA4 session data is available (offline sources)."

11. Enable "Send conversion events."

Enable Event Labeling

12. Label events to categorize by activity type:

• InboundCall

• OutboundCall

• InboundMsg

• OutboundMsg

• Form

• Chat

• Video

13. Label events for: 

• First-time callers

• Repeat callers

Preview Event Format

14. Confirm the event naming format.

• Example: A first-time inbound caller lead will be labeled CTM_Activity.

Prevent Duplicate Events

15. Enable the setting to prevent duplicate events from being sent from a single activity.

Final Review & Save

16. Review your configuration to ensure all selections and settings are correct.

17. Save or confirm your setup if prompted.

Viewing your CTM data in GA4:

CTM also recommends creating a Custom Dimension in your GA4 account. This will ensure the event data sent from CTM will persist in your GA4 account once it leaves the Google real-time report. Data on the real-time report is only available for 30 minutes.

Check out this helpful information on creating Custom Dimensions in your GA4 account.

CTM Notes:

• CTM recommends using custom dimensions to prevent losing access to your data once it’s removed from the real-time report by Google.

Looking for additional guidance and resources?

• Visit our GA4 Hub.
• Download our Google Tools Checklist to help guide your approach to GA4, Ads, and more.
• Let our Professional Services team eliminate the stress of optimizing your Google tools with our Google Tools Boost Pack.
• If you are running into an issue with OAuth2 error after clicking the Sign in with Google button, this is likely due to the domain you use to connect to Google.   The primary app.calltrackingmetrics.com domain is needed for most integrations when connecting with CTM.