Hudson Creative Documentation

Log into https://analytics.google.com/

Check to see if there is an existing Account and Container for the client. If there is one, skip to step 3. If not:

• Create a new account 
  • To do this, go into ‘Admin’ and click the button in the upper left labelled ‘Create Account.’
  • The Account should be a Website account
  • Name the account after the website’s URL 
  • Leave all recommended data sharing settings checked.

Create an unfiltered view

• In the ‘Admin’ section, click the button on the upper right labelled ‘Create View’
• Name this view ‘RAW Data’
• This view should have no restrictions or filtering – it’s used as a backup

Filter All Website Data

• Click into the ‘All Web Site Data’ View, then go to ‘Admin.’
• Under the View, there should be a number of subsections. Select ‘Filters’ and then click the button labeled ‘Add Filter.’
• Create a new Filter called ‘IP Exclusion’
  • Use a Predefined Filter to exclude traffic from the IP addresses that are equal to the office’s IP (To find the IP, google ‘What is My IP’ when connected to the office’s WiFi Network.)
  • Save the filter.

Next, select the ‘Goals’ subsection in Admin and then click the button labelled ‘New Goal.’

• Adding a goal for reservation attempts
  • In Goal setup, select ‘Custom,’ then click the button labelled ‘Continue’
  • In Goal description, name the goal ‘Click to Call’ and select the ‘Event’ Type, then click Continue.
  • In Goal details, leave Category, Action and Value blank. Set label to ‘Regular Expression’ and type ‘tel:’ in the box.
  • If it is not already selected, Use the Event value as the Goal Value for the conversion.
  • If the site is live, Verify the goal to make sure it works, then click the button marked ‘Save.’
    • (If the site is not live, the goal verification will show no conversions.)
• Adding a goal for clicks to email
  • In Goal setup, select ‘Custom,’ then click the button labelled ‘Continue’
  • In Goal description, name the goal ‘Click to Email’ and select the ‘Event’ Type, then click Continue.
  • In Goal details, leave Category, Action and Value blank. Set label to ‘Regular Expression’ and type ‘mailto:’ in the box.
  • If it is not already selected, Use the Event value as the Goal Value for the conversion.
  • Verify the goal, and make sure it works, then click the button marked ‘Save.’
• Adding a goal for form submissions
  • In Goal setup, select ‘Custom,’ then click the button labelled ‘Continue’
  • In Goal description, name the goal ‘Form Submission’ and select the ‘Event’ Type, then click Continue.
  • In Goal details, leave Category, Label, and Value blank. Set Action to ‘Begins with’ and type ‘Form Submit’ in the box.
  • If it is not already selected, Use the Event value as the Goal Value for the conversion.
  • Verify the goal, and make sure it works, then click the button marked ‘Save.’

Connect Google Analytics to Google Ads account, if applicable

• Go into Admin, then under Property > Product Linking, select ‘Google Ads Linking.
• You will be prompted to select from a series of available accounts. Check off the box for the account that matches the ad campaigns being run for this client, then click the button marked ‘Continue.’
• Label the Link Group for the Client and Ad Account then turn on linking for the ‘All Web Site Data’ view. Click the button marked ‘Link accounts,’ then click ‘Done’ on the following page.