Engati - User Guide
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Building Your Bot
Configuring Integrations

Google Analytics 4

23min

Introduction

Engati’s integration hub allows integration with external applications to provide added functionality to portal users to build their bots. Integration of Google Analytics lets you track a wide range of user analytics. Studying user behavior and analytics can lead to the bot builders not just making a better bot for the users but also gaining key insights into their user base. You can track multiple activities such as paths triggered, FAQs triggered, buttons clicked, live chat triggered, etc.

Availability

To enable it, navigate to the ‘Integrations’ menu present at the bottom left corner, then go to ‘Cloud Integrations’.

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Create Google Analytics Account

  1. Go to https://analytics.google.com/analytics/web/ and sign in/sign-up for your account. Click on the ‘Start Measuring’ button.
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2. Provide the required information and click on the ‘Next’ button.

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3. Enter a Property Name relevant to your business/use case and select the relevant Country, Timezone, and Currency.

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4. Migration from Universal Analytics to Google Analytics 4

In case you’re using the ‘Universal Properties’ then to continue using it or to migrate it to ‘Google Analytics 4’ click on the ‘Show Advanced Options’ button. Select the desired property option and click on ‘Next’.

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5. Select the relevant ‘Industry Category’ and the ‘Business size’ which describes your business.

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6. Select the objective which suits your business based on the information provided in the checkboxes.

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7. Click on ‘I accept’ to proceed

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8. For the Engati platform select ‘Web’ as an option for adding a stream.

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9. You’re done with the setup.

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Connect your Google Analytics Account

  1. To connect your Google Analytics account to the Engati portal, click on ‘Connect’
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2. Once you click on ‘Connect’, it will ask you to assign a name for your account.

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3. Proceed by clicking on the ‘Next’ button, you will be redirected to the Google’s sign-in page. Select the same Google account used for creating the Google Analytics account.

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4. Click on ‘Allow’ to proceed

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5. Fill up the fields with relevant information:

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  • Account: Choose the relevant account name created on Google Analytics
  • Property: If you have already created the ‘Property’ then proceed to select it from the dropdown menu and to create a new property click on the ‘Add new property’ button (present below the dropdown menu)
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  • Measurement Stream: Similarly, select the existing ‘Measurement Stream’ from the dropdown menu, and to create a new Stream click on the ‘Add new stream’ button.
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6. Click on ‘Authorize’ to proceed.

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7. Navigate to Configure > Integrations > Google Analytics

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8. Select the relevant account from the dropdown menu and click on the ‘Save changes’ button.

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9. You’re now ready to track events on Google Analytics.

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Tracking Custom Events using Google Analytics

Once Google Analytics 4 has been integrated with Engati, you can create and track custom events in a different node.

Let’s see how to track these events:

1. Go to the node that you wish to track and click on the edit button.

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2. Once you open the edit window you will see a toggle button against the Track Event field. Toggle this to on and give the event a name. Multiple nodes can be assigned the same event.

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3. Start typing and selecting the available existing event name from the suggestions

4. To create a new event, click on the ‘Add New Event’ button and give a new name. You can also use an existing attribute as an event name.

This event will now be tracked in Google Analytics 4 when a user reaches the particular path.

Setting up Dashboard on Google Analytics

In the past, we had a comprehensive analytics dashboard that provided metrics and charts to gain valuable insights of the events.

However, in the transition to GA4, we currently need to create each chart and metric manually in order to gain the same level of insights they were familiar with in universal analytics.

1) To begin with, Navigate to the left side panel and click on ‘Explore’.

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2) After clicking on the 'Explore' button, you will be presented with an exploration screen that offers two options: creating a new exploration or viewing the existing ones.

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3) In this case, Click on ‘Blank’ to create a new exploration.

Assign a name to your declaration form and create your own custom charts for the metrics. By clicking on the plus icon beside free-form multiple charts can be created under one document.

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4) To filter out the data in each chart, we need to import the custom dimension. So before creating charts, Navigate to the ‘Dimensions’ option on the left panel and Click on the plus sign beside the ‘Dimension’ option.

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Click on ‘Custom’ and Select the custom dimensions based on your need for each chart.

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5) To measure a specific metric in the file, we need to import it. The primary metric we will be using is 'event-count', and it should be imported into the report file. Follow the steps below to import it:

  1. Click on the plus sign (+) located next to the 'Metric' section.
  2. Search for 'event count' in the available options.
  3. Click on 'import' to import the 'event-count' metric into the report file.
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6) Now the setup is complete, You can begin creating custom charts. To assist you in creating the charts, we have provided screenshots that illustrate the tab settings.

  • Event-triggered chart
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  • The user has initiated the channel
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  • Live chat initiated
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  • Total User
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  • Website Source URL
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  • Buttons Clicked
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  • Path Triggered
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Updated 28 Jun 2023
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