Hello. Hello, it's Nikki, and in this training I'm going to walk you through the Google Analytics four strategy for the onTap marketing suite, or really any website builder that you're using. So this is the onTap GA4 six step framework, and this simple six step process is going to help you not only set up.

The analytics piece of this inside Google, but how to use it strategically to actually understand how to grow your business. So let's start with the first step, which is the foundation before you even open up Google Analytics. Okay? That is clarifying your objective. All right? So before you even touch GA4.

I want to know. Well, you need to know I, you don't gotta tell me, but you need to know why you're tracking. So I want you to ask yourself, what is it that I wanna measure? Awareness, engagement, conversions, what actions matter most for my business? Right? Is it booking a call? Is it filling out a form? Is it making a purchase?

What does success look like to you in data form? Okay, so for most service-based businesses, the key goal is going to be tracking when someone moves from interested to in conversation. So that might mean that they've booked a call, they've submitted a contact us form, they've requested a quote. So everything that you do inside GA4 is going to tie back to that single conversion goal.

Because analytics without intention is just, it's just noise, right? It's just something you've set up and you're not really managing it well. You have got to measure what matters so that you can manage it well, period. And if you haven't mapped out your customer journey yet, go and do that first. So I want you to ask yourself, when someone lands on my website.

What is the next logical step that I want them to take? And then what happens after that? And then what happens after that? Okay. Because that clarity is going to make all of your tracking way more meaningful. Okay? It's gonna make all of this way easier 'cause you're gonna know exactly what to do. So go do that first.

Okay? That is step one. And once you have that complete, we're gonna move to step two, which is creating and verifying  a clean GA4 property. So once you have your goal mapped out, it's time to create that property and I want you to go to analytics.google.com and you are going to click admin and create a property. So I already have a property. For my page, I could actually create a new one if I wanted to right now, because I do have another site.

So maybe I'll do that. Well, let's just do it together. Why not? So I just clicked on admin down here, which is the cog wheel in the lower left hand corner. Admin create property. Now, this property is going to be on tap marketing suite.com. And I'm going to click Next Business Detail is, I'm just gonna say business and industrial.

For what I do, it's just me. So small business and I want to generate leads and drive sales. Now this is to onTap marketing Suite is to actually. The platform you are on, on Tap Marketing Suite, this is where you buy it. So I actually don't have a property set up for this yet and I need to, I need to create one.

So I'm gonna do that right now. So I'm gonna hit Create and I am, this is a website and since I have it pulled up already, I'm just gonna copy it over and I'm going to call this OTMS main, and I'm gonna make sure enhanced measurement is turned on. Oops. Accidentally copied the whole thing. H-T-T-P-S is already there and I'm gonna click create and continue and that's it.

That is step one, create and verify a clean GA4 property. Now, because I own it, it's already there. It's good. And now I'm going to. Install the tag on this page. So I'm going to copy this tag. You can hit the copy button over here and I'm gonna come back to my onTap marketing suite and I'm going to go to the main webpage for onTap Marketing Suite, which is down here.

And actually, no it's not. I lied.

 Aha. It's a funnel. So I'm gonna come into settings and I'm going to paste this into the head tracking code. That is where the tag goes. So funnels and websites look the same. You're just gonna put it into the main, whatever the main pages or whatever the main funnel is that you're going to be tracking.

You wanna go into settings and paste that one time. Into the head tracking code. Now I'm gonna hit save inside OTMS,

and then I'm going to head back over to analytics and I'm going to click test Installation and it's going to give me a check mark if it can read it. While it's doing that, I wanna show you, I'm gonna go to onTap Marketing Suite. I'll go to the homepage and I'm gonna right click and hit view page source, and I'm gonna use the find function and I like to type in Google tag  there it is.  And Google tag was correctly detected on your website. So I'm gonna hit confirm.

We are good to go there. This just takes about 48 hours to start tracking data on the event. So that is totally fine. Just come back in a day or two and you should see that that is good to go.

Now one thing you can do, I know without a shadow of a doubt that it's on there, but if you open up a incognito window and paste your website in there, you can then come back into analytics close out of the tag instructions. You'll be able to see this here. This, sH data stream has been set up. So I'm gonna hit next, and again, data collection is pending, so I'm just gonna go back to the homepage and you'll see now that onTap Marketing Suite has been created underneath as a new property underneath this business.

So, which is fine, that's exactly where it should be. I'm gonna go to reports and I'm gonna look at a real time overview and I can see the incognito mode that I'm there, that it has. Picked up me on active on the platform. So we are good to go. So we have completed step one and we have completed step two.

So now we will move on to step four. Now with step four we know that the tracking is live. Okay. We want to now tell GA4 what actually matters. So we're gonna go back to step one and we're gonna figure out what those trigger events are. Now you're going to come back into here and um, I'm gonna actually switch back to, well, we'll stay on this one because I wanna know who's booking calls, who's booking demo calls that are actually going to be.

Potential clients, right? Or potential customers, potential subscribers to the onTap Marketing Suite platform. So I'm gonna come into admin and I'm gonna scroll down to under data display, and I'm gonna click events. Now events are what you create to tell GA4, Hey, this is what I am tracking because this is important data to me, and I want to create an event.

I'm gonna call this event book OTMS demo. All right, so then I know that someone has booked a demo call. And so I'm gonna use Create Without Code. I want it to be under this um, OTMS main page. I want it to be a page view. And I am actually going to this book, a q and a call. I'm gonna click on this URL 'cause this is the URL that I want.

And actually, I'm just gonna see really quick if there is a thank you page, because here's the thing. Yeah, anybody can book, right? I'm gonna book this later in the month. Anybody can come in here and just maybe they stop right here. So I don't want to be tracking this URL. I want to be tracking whatever this, once I submit it, whatever that takes me to.

So I'm just gonna type in some test information here and then book call, and hopefully this takes me to a thank you page. Okay. It did not. So I'm gonna have to create a thank you page for this. Some of these services and systems are new for me. So, but this is very important for you to understand too.

If yours is like mine, where it just gives them thank you for your, you know, GI it stays on the same page. You want to create a URL redirect here. So for me, I'm gonna actually create I have the live demo. Landing page.

Okay. Live demo book. A live demo. That makes sense. Not watch the demo. So I'm gonna actually watch this. I'm gonna clone this funnel step here. This technically should be a website. I have it set up as a funnel for whatever reason, but it should be a website, um, because it's informational, but. Yeah, that's for a different training video.

And then I am going to rename this one live demo. Thank you live demo. TYP is Thank you page. A lot of people use that when they're building funnels and websites. So if you ever see TYP, that's what that means. I like to just shorten it up live. Demo. Thank you. And now this is actually what I want to be tracking.

And I will actually get this updated and then I'll get it all connected. But for the sake of this, I just wanna make it quick. So now the only way for someone to get to this page is when they book that call, they'll hit book my call and it will actually redirect to this URL, which is gonna look exactly the same because I haven't updated it.

I just made a clone of the other page. But it'll say thank you. Your live demo call is booked. Here's your next steps and here's what to expect on that call. So I'll probably just make a simple little thank you page so that they know, and I'll tell them to check their email. I'll put my email on there, all that good stuff.

But now I know without a shadow of a doubt, anyone who comes to this website has booked a demo call. That is a conversion event that I want to track, right? So just make sure if your booking system doesn't redirect to a unique URL wherever possible. You want to set up a custom URL, set it up because that's the most accurate way to track real conversions.

Okay? So what I'm gonna paste that event here and then I'm going to hit create. So now I know when anyone visits that page, they have actually booked a call with me. So now what I'm gonna do is, again, I'm gonna test it. I'm gonna go to this URL and then I'm going to go to the reports. And I'm gonna look at real time overview and I can see someone has booked a call and sometimes these can take a while.

Again, sometimes this can take some time to actually populate. So I won't necessarily see those numbers right now, but I can see that someone has booked, it's had some views on it, right? But I won't necessarily see. That actual tag that I created, it will show up here and I will be able to see, it'll say booked live demo event count, however many it'll show up as a number.

So that's what that'll look like once it's had time to, you know, the event is firing, though I can tell it's connected and I can see some data's been updated. But to get those exact numbers, that exact event that I created, it's gonna probably take 24 hours to show up here. So just know that if you don't see it immediately, come back and check the next day and hopefully it will be there.

So that's how you create conversion events, um, and how you can take a look at them in real time. Let's look. Take a look now so we can see. This has book your live demo, three views. Um, I'm gonna get out of this incognito and open another one and paste it again and let's just see if this views goes up to four.

Not quite there.

So again, it could just take some time. But these are all new. I mean, I know this is me because I've opened it up quite a few times. Oh. But here we can see four. It did adjust down here, so at some point that book live demo. Parameter will show up. Oh. There we go. It's right there. Yay. So it is working. So now I can see that this is working book OTMS demo, and now I have a number that I can track for sure.

So that's exciting and that's what you want it to do. But again, it just sometimes takes some time. So while we're in the reports. Portion. This is really important because once you know that conversions are tracking, we want to see the story that your data tells, right? So you are going to want to create a report snapshot.

Essentially, you wanna see where visitors are coming from, like are they coming from Google, social media, email, referrals, all that thing. So. You can actually create snapshot shot reports. I'm probably going to use this template because all of minor calls, like minor calls that I want to be tracking. No one is purchasing anything off my website currently.

Usually they get on the phone with me and then I sell them on something and send them a proposal and all that good stuff. So I really just wanna check who's coming to my website, who's booking a call. Those are the things that I wanna be looking at because I can. Take that number and tie it to how many new customers I've had for the week or the month, and be able to get a clear picture on my conversion numbers and be able to adjust from there.

But I wanna see who's. You know, I wanna see the channels that are generating book calls. Where my leads are coming from. And so if you wanna go deeper, I highly encourage you to explore all of the things in here. I'm not gonna go through it on this training 'cause there's so much and everybody has different goals for their business.

So just again, critically think about what it is that you want for your business and then come in here. And figure out what that looks like. Right? Who are your audiences? You know, this helps you big time. If you are doing ads, come and look at your audiences and figure out, where people are coming from and, just come look at this stuff because as you're growing your business and you're making decisions on things, these numbers mean something.

Okay? So you can create a custom report. What I like to do is create a custom report and the snapshots, and then if you click the share button, you can schedule. You can schedule a monthly one, so maybe you want it to come on the first Monday of the month, right? So sent monthly. Keep it active for 12 months.

Come in PDF form. You could also do it in CSV. I'm gonna probably do CSV because then I can use it with other things that I'm using, other analytics and tie 'em together and, you know, I'm I nerd out about that kind of stuff. So if you're like me, if you're like, ah, I just wanna see a PDF just to see the bottom number, that's fine.

You can do that. I'm gonna do CSV. Click save. Whoops. Probably good to enter my email and then that'll come to me on November 3rd. It'll come to me on the third every single month. So I'll get to add that to, you know, my monthly CEO habits to be able to scale and grow in the direction that I want my business to grow in.

And then the final thing is to take that data and turn it into really good decisions. Okay. Because you can look at what. Your ROI is what's getting you the best return on your investment, right? This is the fun part because the data becomes strategy. So you get to look at the customer journey and ask yourself, okay, where are people dropping off in my customer journey?

Right? Which pages or campaigns are driving the conversions? Which ones are just wasting traffic? 'cause they get on there and they don't do anything, right? If people are visiting, but they're not clicking, you've got to fix your messaging. If they're clicking, but they're not booking a call with you, you have to fix your offer or your call to action.

Okay? So you get to make one focus change every single month that's small, and then measure the impact over here in GA four, right? It's kind of like measuring your macros and then you get on the scale. What does the scale say? Okay, maybe I need more protein, maybe I need more water. What doesn't get measured gets mismanaged.

Okay? So when we have numbers that we can actually compare those conversion rate. Between traffic sources and double down on the things that are performing. Our bottom line is going to grow. Okay? That's how your marketing matures. There's no more guessing or chasing trends, or maybe this will work like you are using real data to make smart, confident decisions that compound over time.

Okay, so that's the onTap analytics framework, right? Clarifying your objective. Creating your GA four property, installing your tag, setting up conversion events, building reports, and then optimizing and scaling. Okay? And with this setup, you're not just tracking, you are actually managing your marketing like a strategist, like a business owner.

You're not guessing anymore. So if you have any questions, you wanna go deeper, you can always book a 15 minute call with me and we can make sure that your data is actually driving your business forward.

So there you go. Happy tracking!