The Add to Google Analytics action allows you to automatically trigger Google Analytics events within your workflows. To use this feature, ensure that your Google Analytics account is set up and properly connected to your system. This guide will walk you through the steps to create a workflow using this action.
Accessing the Feature
Step 1: Start a New Workflow or Edit an Existing One
Begin by creating a new workflow or modifying an existing one.
Step 2: Set Up Relevant Workflow Triggers
Choose the appropriate triggers for your workflow. If you need guidance on configuring triggers, refer to our articles that cover these topics in detail.
Pro Tip: You can use any workflow trigger or leave it without any triggers, depending on your needs.
Setting Up the Add to Google Analytics Action
Step 3: Configure the Action
Click the “+” symbol below your selected trigger to add a new action.
In the Actions menu, select Add to Google Analytics from the CRM section, or utilize the search function. This will open the action setup menu.
(Optional) Change the display name of this action within the workflow builder for easier identification later.
Action Type Selection:
Choose between Universal Analytics or Google Analytics 4.
For Universal Analytics, fill in the required fields: Tracking ID, Event Category, Event Action, Event Label, and Event Value.
For Google Analytics 4, provide the Measurement ID, Event Name, and API Secret.
Note: The Event Name must align with your Google Analytics 4 setup. You can populate any of these fields with custom values by clicking the tag symbol next to each text box.
Final Steps:
Click Save in the bottom right corner of the action setup menu.
Step 4: Save Your Workflow
After setting everything up, click Save in the top right corner of your browser.
Ensure the toggle switch under Save is set to Publish if your workflow is ready to be activated.
Testing Your Workflow:
Use the Test Workflow button next to the Publish toggle to verify that your workflow is functioning as intended. For more information on testing, see our article, “Using the Testing Features in Workflows.”
Now, your workflow is fully configured and ready to leverage the Add to Google Analytics action!
FAQs for the Add to Google Analytics Workflow Action
What does the "Add to Google Analytics" action do?
It allows you to automatically trigger Google Analytics events from your workflow, enabling tracking of specific user actions as per your Google Analytics configuration.What prerequisites are there for using the "Add to Google Analytics" action?
You need a connected Google Analytics account and a workflow where you intend to implement this action.How do I configure the "Add to Google Analytics" action in my workflow?
Start/Edit Workflow: Create a new workflow or edit an existing one, then set up triggers as needed.
Add Action: Click the “+” symbol, select “Add to Google Analytics,” and fill out the required fields for either Universal Analytics or Google Analytics 4.
Save Your Work: After setting everything up, save your action and workflow.
What’s the difference between Universal Analytics and Google Analytics 4?
Universal Analytics uses Tracking ID and requires event-related fields, while Google Analytics 4 employs Measurement ID and focuses on event names and API secrets.Where can I find my Tracking ID or Measurement ID?
For Universal Analytics, locate your Tracking ID under Admin > Property Settings.
For Google Analytics 4, find your Measurement ID under Admin > Data Streams.
What should I use for the Event Name in Google Analytics 4?
The Event Name should correspond to your Google Analytics 4 event mapping setup.Can I use custom values for the analytics fields?
Yes, you can dynamically insert custom values into any of the fields by using the tag symbol next to the text boxes.