Step 1: Access The CRM Account
Ensure you have an active account with The CRM. If not, you can sign up for a 30-day free trial using the link provided in the description below the video.
Step 2: Navigate to Workflows
Once logged in to The CRM, navigate to the Workflows section from the main dashboard.
Step 3: Create or Select a Workflow
Either create a new workflow or select an existing one where you want to integrate Google Analytics 4.
Step 4: Add a Google Analytics Action
Within the selected workflow, locate the action section. Click on "Add Action" or the (+) icon to add a new action.
Step 5: Choose Google Analytics Action Type
In the action type dropdown menu, select "Google Analytics 4" from the available options.
Step 6: Enter Measurement ID
Retrieve the Measurement ID from your Google Analytics account. Access Google Analytics, go to Account Settings, then Data Streams. Select the appropriate data stream, and copy the Measurement ID.
Step 7: Paste Measurement ID
Back in The CRM workflow, paste the copied Measurement ID into the designated field for Measurement ID.
Step 8: Obtain API Secret
In Google Analytics, navigate to Admin > Account Settings > Data Streams. Select the relevant data stream, then click on "Measurement Protocol API Secrets." Create a new API secret key, give it a nickname, and copy the value.
Please Note:
Before an API Secret can be created you need to acknowledge that you have completed the necessary privacy discussions and right from your end users for the collection and processing of data.
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Step 9: Add API Secret
Paste the copied API secret value into the corresponding field within The CRM workflow.
Step 10: Configure Workflow Conditions
Set up workflow conditions based on your requirements. For instance, define actions triggering Google Analytics tracking, such as form submissions, appointment bookings, or other relevant events.
Step 11: Save and Test
Once all configurations are complete, save the workflow. Test the integration by performing the specified actions within your CRM to ensure that data is correctly tracked and sent to Google Analytics.
Step 12: Monitor and Analyze
After implementation, regularly monitor your Google Analytics dashboard to analyze CRM-related metrics, such as user interactions, conversions, and engagement.