Integrate your Basket with Google Analytics (GA4)

If you have an existing Universal Analytics Property within Google Analytics that you would like to update to GA4, then please follow these steps: Login to your Google Analytics account You should be prompted to migrate your existing UA property, selecting your property followed by Save will complete this process for you If you are not prompted to migrate your existing property, at the bottom right of your Google Analytics view, click on the Settings cog and select “Admin” Select the “GA4 Setup Assistant” Select the “I want to create a new Google Analytics 4 property” > “Get started” Click Create & Continue The accessplanit Google Analytics Integration works with Google Tag Manager so please close the ‘Set up Google Tag’ step. To access your Measurement ID (this will be required in your accessplanit platform), click on the Admin option at the bottom right of your Google Analytics login. Click on the Data Streams option within your Property Click on the arrow icon on the right to view more details about your stream Please note - if you already have a Data Stream for your website, you will need to include both your accessplanit platform and website within one Data Stream. There are instructions for this in step 5 "Setting up Linked Domains”. Copy and keep your Measurement ID somewhere safe as you will need to add this into your accessplanit platform in step 3 You can now move on to setting up your Google Tag Manager.

If you do not yet have a Google Analytics account, then please follow these steps to set up your account and your GA4 Property to track analytics within your accessplanit basket: Open Google Analytics and follow the steps to create a new Account Provide a Property to capture your accessplanit basket analytics Complete the remaining steps of the Google Analytics set-up Set up your data stream using your accessplanit platform’s URL Please note - if you want to track analytics in your website and your accessplanit platform together, you will need to include both your accessplanit platform and website within one Data Stream. There are instructions for this in step 5 "Setting up Linked Domains”. Once you have created your data stream, click on the arrow icon on the right to view more details about your stream Copy and keep your Measurement ID somewhere safe as you will need to add this into your accessplanit platform in step 3 You can now move on to setting up your Google Tag Manager.

If you are not yet using Google’s Tag Manager with your accessplanit platform, please follow these steps before moving onto the next process to set up each of your Tags and Triggers for the integration: Open Google’s Tag Manager Click ‘Create Account’ Enter an Account Name, select your Country, and enter a Container name Click ‘Create’ Review the Terms of Service and proceed Once you have completed your Account creation, a pop-up will appear containing your Tag Manager code, copy both the <head> and the <body> code and save them somewhere safe as they will be added to your accessplanit platform later. You can now move onto setting up your Tags and Triggers in the “I am currently using Tag Manager - Upgrade your existing Tag Manager to work with GA4” process below.

If you are already using Google’s Tag Manager with your accessplanit platform or you have just set up your Tag Manager Account, and you would like to track ecommerce events with GA4, you will need to create several Tags and Triggers within your Google Tag Manager. 1 - Tag: Google Analytics: GA4 Configuration This tag is required to connect your Tag Manager to your Google Analytics 4 property, this tag is not optional. Open Google’s Tag Manager Open the Tags menu option Click the ‘New’ button to add a new Tag Select the Tag Type “Google Analytics: GA4 Configuration” Paste your Google Analytics Measurement ID into the Measurement ID field Save your Tag Click into the Triggering options at the bottom of the page Select the All Pages trigger Enter a label for your Tag and Save You will now create a new Tag and Trigger for each event that you would like to track. The following events are tracked in your accessplanit basket: Purchases, Add to Cart, Remove from Cart, Initiate the Checkout Process. 2 - Tag: GA4 Purchase Event This tag is required to track when your customers complete a purchase through your accessplanit Shopping basket/Checkout. We strongly recommend tracking this event. Within the Tags menu option Click the ‘New’ button to add a new Tag Select the Tag Type ‘Google Analytics: GA4 Event’ Configuration Tag: Select your GA4 Configuration Tag Event Name: purchase Please note: the Event Name should match the exact wording above Event Parameters: These are the values used for your event to track individual bits of information. You will need to create variables for each Event Parameter. Click ‘Add Row', type 'transaction_id’ into the Parameter Name, click on the add button within the Value setting Click the + icon at the top right of the ‘Choose a Variable’ screen Add a new ‘Data Layer Variable’ Set the Data Layer Variable Name to ‘transaction_id’ Click Save Ensure this Variable is selected as your Value for your transaction_id Event Parameter Repeat the steps i to vi to set up three more Event Parameters for this Event: currency value tax You may wish to add some default settings in for each of your parameters, for example if no currency is provided you can default this to ‘GBP’ or ‘USD’. To do this, access the Format Value section within the data variable settings. Once you have added all of the Event Parameters scroll down to More Settings and check the ‘Send Ecommerce data’ and select ‘Data Layer’. Enter a label for your Tag and Save without Triggers 3 - Tag: GA4 Add to Cart Event This tag is required to track when your customers add items to their accessplanit Shopping basket/Checkout. If you are not interested in tracking this event, you do not need to configure this tag. Within the Tags menu option Click the ‘New’ button to add a new Tag Select the Tag Type ‘Google Analytics: GA4 Event’ Configuration Tag: Select your GA4 Configuration Tag Event Name: add_to_cart Please note: the Event Name should match the exact wording above Event Parameters: These are the values used for your event to track individual bits of information. You will need to create variables for each Event Parameter. Click ‘Add Row', type 'Value’ into the Parameter Name, click on the add button within the Value setting Select your existing ‘value’ Data Layer Variable Repeat the steps i & ii to set up a currency Event Parameter for this Event Once you have added all of the Event Parameters scroll down to More Settings and check the ‘Send Ecommerce data’ and select ‘Data Layer’. Enter a label for your Tag and Save without Triggers 4 - Tag: GA4 Remove from Cart Event This tag is required to track when your customers remove items from their accessplanit Shopping basket/Checkout. If you are not interested in tracking this event, you do not need to configure this tag. Within the Tags menu option Click the ‘New’ button to add a new Tag Select the Tag Type ‘Google Analytics: GA4 Event’ Configuration Tag: Select your GA4 Configuration Tag Event Name: remove_from_cart Please note: the Event Name should match the exact wording above Event Parameters: These are the values used for your event to track individual bits of information. You will need to create variables for each Event Parameter. Click ‘Add Row', type 'Value’ into the Parameter Name, click on the add button within the Value setting Select your existing ‘value’ Data Layer Variable Repeat the steps i & ii to set up a currency Event Parameter for this Event Once you have added all of the Event Parameters scroll down to More Settings and check the ‘Send Ecommerce data’ and select ‘Data Layer’. Enter a label for your Tag and Save without Triggers 5 - Tag: GA4 Begin Checkout Event This tag is required to track when your customers open the accessplanit Shopping basket/Checkout. If you are not interested in tracking this event, you do not need to configure this tag. Within the Tags menu option Click the ‘New’ button to add a new Tag Select the Tag Type ‘Google Analytics: GA4 Event’ Configuration Tag: Select your GA4 Configuration Tag Event Name: begin_checkout Please note: the Event Name should match the exact wording above Event Parameters: These are the values used for your event to track individual bits of information. You will need to create variables for each Event Parameter. Click ‘Add Row', type 'Value’ into the Parameter Name, click on the add button within the Value setting Select your existing ‘value’ Data Layer Variable Repeat the steps i & ii to set up a currency Event Parameter for this Event Once you have added all of the Event Parameters scroll down to More Settings and check the ‘Send Ecommerce data’ and select ‘Data Layer’. Enter a label for your Tag and Save without Triggers 6 - Trigger: Purchase If you have set up the Purchase Tag in step 2, this trigger is required. Within the Triggers menu option Click the New button to add a new Trigger Select the Trigger Type ‘Custom Event’ Enter the Event name ‘purchase’ and set this to trigger on All Custom Events Give your Purchase Trigger a name and Save Once you have saved your trigger, you need to link it to your Purchase Tag and Google Analytics GA4 Configuration Tag Within the Tags page Click to open your Purchase Tag Click into the Triggering section at the bottom of the page Select your Purchase Trigger Save the changes to your Purchase Tag Click to open your Google Analytics GA4 Configuration Tag Click into the Triggering section at the bottom of the page to add an additional Trigger for this Tag Select your Purchase Trigger Save the changes to your Google Analytics GA4 Configuration Tag 7 - Trigger Add to Cart If you have set up the Add to Cart Tag in step 3, this trigger is required. Within the Triggers menu option Click the New button to add a new Trigger Select the Trigger Type ‘Custom Event’ Enter the Event name ‘add_to_cart’ and set this to trigger on All Custom Events Give your Purchase Trigger a name and Save Once you have saved your trigger, you need to link it to your Add to Cart Tag and Google Analytics GA4 Configuration Tag Within the Tags page Click to open your Add to Cart Tag Click into the Triggering section at the bottom of the page Select your Add to Cart Trigger Save the changes to your Add to Cart Tag Click to open your Google Analytics GA4 Configuration Tag Click into the Triggering section at the bottom of the page to add an additional Trigger for this Tag Select your Add to Cart Trigger Save the changes to your Google Analytics GA4 Configuration Tag 8 - Trigger: Remove from Cart If you have set up the Remove from Cart Tag in step 4, this trigger is required. Within the Triggers menu option Click the New button to add a new Trigger Select the Trigger Type ‘Custom Event’ Enter the Event name ‘remove_from_cart’ and set this to trigger on All Custom Events Give your Purchase Trigger a name and Save Once you have saved your trigger, you need to link it to your Remove From Cart Tag and Google Analytics GA4 Configuration Tag Within the Tags page Click to open your Remove From Cart Tag Click into the Triggering section at the bottom of the page Select your Remove From Cart Trigger Save the changes to your Remove From Cart Tag Click to open your Google Analytics GA4 Configuration Tag Click into the Triggering section at the bottom of the page to add an additional Trigger for this Tag Select your Remove From Cart Trigger Save the changes to your Google Analytics GA4 Configuration Tag 9 - Trigger: Initiate Checkout If you have set up the Initiate the Checkout Process Tag in step 5, this trigger is required. Within the Triggers menu option Click the New button to add a new Trigger Select the Trigger Type ‘Custom Event’ Enter the Event name ‘begin_checkout’ and set this to trigger on All Custom Events Give your Trigger a name and Save Once you have saved your trigger, you need to link it to your Begin Checkout Tag and Google Analytics GA4 Configuration Tag Within the Tags page Click to open your Begin Checkout Tag Click into the Triggering section at the bottom of the page Select your Begin Checkout Trigger Save the changes to your Begin Checkout Tag Click to open your Google Analytics GA4 Configuration Tag Click into the Triggering section at the bottom of the page to add an additional Trigger for this Tag Select your Begin Checkout Trigger Save the changes to your Google Analytics GA4 Configuration Tag Once you have completed all of the above steps, your Tags page should look something like this:

If you are using accessplanit’s Shopping Basket please follow these steps to link your Shopping Basket to your Google Analytics and Tag Manager Accounts: From the top right of your platform select the 'Administration' option from the Profile drop-down menu Scroll down and click to open 'Shopping Basket Options' Right-click on the Training Provider that you want to apply your Google Analytics tracking to Select the ‘Google Analytics Options’ context menu option Add your Google Analytics Measurement ID (beginning with a 'G-') into the Account ID setting Add your Tag Manager Container ID (beginning with a 'GTM-') into the Google Tag Manager Container ID setting Add your Google Tag Manager <head> and <body> code into all 8 Google Tag Manager settings

If you are using accessplanit’s Checkout please follow these steps to link your Checkout to your Google Analytics and Tag Manager Accounts: From the top right of your platform select the 'Administration' option from the Profile drop-down menu Scroll down and click to open 'Checkout Options' Open the 'Training Provider Options' tab Right-click on the Training Provider that you want to apply your Google Analytics tracking to Select the ‘Google Analytics Options’ context menu option Add your Google Analytics Measurement ID (beginning with a 'G-') into the Google Analytics Tracking ID setting Add your Tag Manager Container ID (beginning with a 'GTM-') into the Google Tag Manager Container ID setting Add your Google Tag Manager <head> and <body> code into all 6 Google Tag Manager settings

The Preview Mode and Debug View allows you to identify any issues with your Google Analytics set up before you switch it on live. Log into Tag Manager Click on the ‘Preview’ button at the top of your Tag Manager view Enter a booking link for your accessplanit shopping basket into the ‘Your website’s URL' If you are using Checkout, your links will look like this: https://systemname.accessplanit.com/accessplan/checkout/AddItems?coursedateid=12448 If you are using Shopping Basket, your links will look like this: https://systemname.accessplanit.com/accessplan/clientinput/shoppingbasket3/basket/wizard/editbasket.aspx?coursedateid=12192 This will launch your accessplanit platform in a new window Log into Google Analytics Open the Admin menu at the bottom left Open the DebugView Test adding items into your basket and proceeding through the basket, you should see the Tag Assistance pop-over on your page In Tag Assistant, you can use the Tags tab to view which tags were successful In Tag Assistant, you can use the Data Layer tab to view the data that is being provided Review the DebugView in your Google Analytics account to monitor the behaviour during your testing.

Once you are happy with your Tag Manager Set-up, follow these steps to apply them and begin tracking your Tag Manager events. Log into Tag Manager Click on the ‘Submit’ button at the top of your Tag Manager view Provide a Version Name and Version Description Click ‘Publish’ Your Google Analytics and Tag Manager is now set up and running live!

Login to your Google Analytics account Click ‘Admin’ in the bottom right of your Google Analytics account Click on the ‘Data Streams’ option Select your Web Stream Click to open 'Configure Tag Settings' Click the ‘Configure your domains’ option Add the sites domains for both your website and your accessplanit platform in here Click Save Progress to the next process below, to configure your Tag Manager to support Linked Domains

Open Google’s Tag Manager Unless you already have an existing Tag Manager account for your accessplanit platform (this is not your website), create a new Account for your website Click into your new Account Open the Tags menu option Click the ‘New’ button to add a new Tag Set up a Google Analytics: GA4 Configuration tag, this tag must be linked to the same Google Analytics Measurement ID   Optional step which makes tracking easier: Set up another tag using the GA4 Event type for the event gtm.linkClick   Set up your website with the scripts from the GTM Tag (Your Website’s GTM tag not the accessplanit one). These can be found by clicking on the GTM ID at the top of tag manager here: The scripts that show when you click here should be added to your website’s page (the page that calls accessplanit’s basket) to the head and body as asked. Within Google Analytics, launch the Debug view and launch the Preview mode in Tag Manager. In Tag Assistant use your website URL rather than your accessplanit basket URL Launch the link and then click on an accessplanit booking link on the web page to test the connection from the website to the basket. The link which launches should have the _gl query string parameter tagged on the end on the first page it hits. Please note that any subsequent pages don't need the _gl query string.   Proceed through the basket, completing actions such as Removing Items, Completing the Basket etc. Monitor your Tag Assistant and DebugView to track the Events.   Once you are happy that everything is tracking as you expect, go back into your Tag Manager and Submit your changes. Top tip Make sure you have added your Tag Manager Header & Footer code into your website page HTML, this is required on every page where you want to track user activity.