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The Google Analytics module allows you to synchronise your Shopping Basket with your Google Analytics account to gain valuable statistics. Both Google Analytics and Google Tag Manager are supported within this module, which you can use dependent on your requirements.
You must be within the Advanced band or higher to use Google Analytics as this is a chargeable module/integration. Please speak to your CSM if you are unsure whether you should have access to this feature.
You need to have a Google Analytics account to use this module
Where to find the Google Analytics Options
Firstly, the Google Analytics module needs to be added to your system by your CSM (Customer Success Manager).
Once this has been made available, it can be found in the Administration area.
The option this lives under the Shopping Basket Options
Right click on any one of the Training Providers and select Google Analytics Options
How to set up your Google Analytics Account
The first step is to set up your Google Analytics account, so that there is a dedicated tracking code for your accessplanit system.
Within the Admin section of your Google Analytics account you can create a new account.
When creating a new account, select that you will be tracking a website. You can choose an account and website name that’s easily identifiable for you (which is important if you have lots of different accounts set up).
Insert the website URL (for example ‘config.accessplanit.com’ - where 'config' is your system name). Once you have completed the rest of the form, click Get Tracking ID.
Once you have your Tracking ID code, you will need to insert it into your accessplanit system.
Please note – you need to have a Google Analytics account set up which follows the standard Google Analytics implementation.Go to your Google Analytic account
Click Admin.
Click Create Account.
Enter in the name of the account, and click Next.
Make sure that it’s set to measure a website, then click Next.
Enter the name of the website you're wanting to track the URL (eg. mytrainingcompany.com) and industry and a time zone, and agree to the terms and conditions. The page will then switch to the Analytics Properties page – and your Account ID is the Tracking ID beginning UA.
- You can then insert the Tracking ID into the Account ID area of your Google Analytics Settings in accessplanit:
How to set up Google Tag Manager
Google Tag Manager allows you to track each stage of the Shopping Basket. This will help you determine page views and key events, such as drop out statistics. In order to set this up, you'll need to create a Tag Manager account on Google Analytics (if you don’t already have one).
Select the Admin option (the small cog) in the bottom left hand corner of the Analytics page:
Under the Properties column, select Tracking Info, and click Tracking Code.
Scroll down the Tracking Code page until you find the Google Tag Manager heading, and click the link saying Learn how to get started with Google Tag Manager.
Click Start for Free when the Tag Manager page loads:
Enter in your company name, the URL you're wanting to track into the container, and make sure that the target platform is web:
Click Create, and agree to the terms and conditions.
A pop up will then appear. Copy both sets of code into a notepad, one after the other.
Alternatively, if you’re logging into an established tag manager, you can click on the Container name in the top right (next to Workspace Changes) to bring this screen up.
Paste this into each of the Tag Manager fields in Shopping Basket Options > Google Analytics Options.
How to link your Google Analytics Account to your system
There are three areas to configure:
Sending Data
Tick this option to have all transactional data sent through to your Google Analytics account on the Confirmation Step of the Shopping Basket.
Google Analytics Options
Within this section, enter your Google Analytics Tracking ID code into the Account ID field.
Then enter the required domain(s) into the Linked Domains section, which is only needed if there is a related site.
For example, if you use accessplanit as the Shopping Basket and another website to display the courses, then set the linked domain to the other site.
Google Tag Manager Options
Google Tag Manager allows you to track each stage of the Shopping Basket. This will help you determine page views and key events, such as drop out statistics. In order to set this up, you'll need to create a Tag Manager account on Google Analytics (if you don’t already have one).
You will need to create a new container for your accessplanit system, where you will enter the URL of your system.
After you have created this container, you will be presented with the codes you need (don’t forget to publish the container once you’ve added in tags such as page views).
Once you have your codes, you will need to insert them into your accessplanit system, in the related fields shown above.
Once you have completed these areas click Save to start tracking.Paste the codes generated in the Google Tag manager into each of these settings in order to track conversions for each page of the shopping basket.
Linking Google Tag Manager to your Google Analytics Account
The final step is to link your Tag Manager account back to your Analytics account.
- In your Tag Manager account, click Add New Tag:
- Click Tag Configuration from the pop up:
- Select Google Analytics: Universal Analytics from the menu:
- From the Select Settings Variable drop down, select New Variable
- Enter the Tracking ID of your Google Analytics account into the Tracking ID field:
- Once you've saved your variable, go to the Triggering page:
- Select All Pages - Page View (this is the default)
- Click Save. Your tag will now appear under your Tag tab:
FAQs
Can you implement Enhanced eCommerce for the Analytics?
This is not currently possible, if this is something that you would be interested in please visit our Product Suggestions portal.