How do I set up Google Analytics goals for TeamRaiser registrations and donations?

Adam Kaye

Hello Blackbaud Community.

 

Has anybody posted a definitive guide for how to set up Google Analytics goals for TeamRaiser registrations and TeamRaiser donations?

 

We've already got the cross domain functionality working properly, but we're not confident that we've set up our goals correctly.

 

If anybody is confident that their goals are set up properly, would you feel comfortable posting a screen shot of the settings that you used?

 

Thanks very much.

 

Adam

Sara Hoffman

Hi Adam -

 

I currently use a destination goal with a funnel to track registrations to WWF's Panda Nation. 

The most important thing I've found is to use RegEx.

 

RegEx destination:  \\/site\\/trr\\/(.*)pg\\=rthanks(.*)

 

Our steps are as follows:

• Login: pg\\=utype     (not a required step)
• Participation Options: pg\\=ptype
• Confirmation Page: pg\\=regsummary
• Payment Form: pg\\=paymentForm

 

 

I'm still playing around with TR donations in a test profile.

 

Happy coding,

Sara

Noah Cooper

Adam,



Have you checked out http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics#funnel_tracking already?

Adam Kaye

Noah Cooper:

Adam,



Have you checked out http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics#funnel_tracking already?

Thank you for your responses, Sara and Noah.

 

I have seen the "Enabling Google Analytics Tracking" documentation that you linked to, Noah, but it didn't appear to include details for a TeamRaiser donation funnel. Though it's certainly possible I just missed it since I admit I haven't pored over every line yet.

 

Really, I just thought it was a subject worth posting about because I'm sure many people have tried to set this up in the past, and I thought I could save time if somebody who was certain they've got their goals set up perfectly felt like sharing.

 

Adam

Sara Hoffman

Adam Kaye:

Thank you for your responses, Sara and Noah.

 

I have seen the "Enabling Google Analytics Tracking" documentation that you linked to, Noah, but it didn't appear to include details for a TeamRaiser donation funnel. Though it's certainly possible I just missed it since I admit I haven't pored over every line yet.

 

Really, I just thought it was a subject worth posting about because I'm sure many people have tried to set this up in the past, and I thought I could save time if somebody who was certain they've got their goals set up perfectly felt like sharing.

 

Adam

Teamraiser donations will show up like Donations2 within the psuedo-funnel.

 

Adam Kaye

Noah Cooper:

Adam,



Have you checked out http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics#funnel_tracking already?

Sara and Noah,

 

Just wanted to close the loop on this.

 

I followed the instructions to which Noah linked, and the reporting seems to be coming through properly. I'm attaching a couple of screen shots to show our settings.

 

Enabling Google Analytics tracking - http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics

 

A couple more questions on the subject:

 

1. The instructions state that some of the steps should be required, but the GA configuration interface only seems to give the "Requred?" option for the 1st step in the process. Is it fine to not specify the "required" pages as such?
2. How does using the Convio-generated "ASYNC CODE," as set in the Site Options interface, relate to the "Universal Analytics tracking code?" If a client approaches us wanting to use the Universal Analytics tracking code, does that mean we have to disable the Convio-generated tracking code and implement the Universal Analytics tracking code ourselves, or is the Convio-generated tracking code a version of the Universal Analytics tracking code?

 

Thanks again.

 

Adam

Sara Hoffman

Adam Kaye:

Sara and Noah,

 

Just wanted to close the loop on this.

 

I followed the instructions to which Noah linked, and the reporting seems to be coming through properly. I'm attaching a couple of screen shots to show our settings.

 

Enabling Google Analytics tracking - http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics

 

A couple more questions on the subject:

 

1. The instructions state that some of the steps should be required, but the GA configuration interface only seems to give the "Requred?" option for the 1st step in the process. Is it fine to not specify the "required" pages as such?
2. How does using the Convio-generated "ASYNC CODE," as set in the Site Options interface, relate to the "Universal Analytics tracking code?" If a client approaches us wanting to use the Universal Analytics tracking code, does that mean we have to disable the Convio-generated tracking code and implement the Universal Analytics tracking code ourselves, or is the Convio-generated tracking code a version of the Universal Analytics tracking code?

 

Thanks again.

 

Adam

HI Adam - 

 

1) Yes. I wouldn't require "entry" - funnel visualization in GA will tell you where else people enter or exit the funnel from/to, so you should be good.

(My suspicion is that some of these questions are related to our friends at HSUS and myHumane. I think espcially because they hop between Pagebuilder, CMS and native TR requiring a step/page would be detrimental to your tracking.)

 

2) The productized psuedo-funnel is only written for ga.js. BUT you can rename pages yourself and make your own psuedo-funnel from the TR-Blueprint by editing the HTML for each of the Reg pages. Writing your own funnel is the same as tracking "virtual pageviews" - you tell GA what you want the page path to be. 

 

 

Note: I last implemented the psuedo-funnel circa 2009 while at Defenders of Wildlife. For their main GA profile, I filtered IN /funnel/ and OUT /site/. Otherwise you end up with pageview dupes. For DOW's ecommerce, they use a lot of pagebuilder pages, so I wrote out matching psuedo-funnel page paths for those pages so ecommerce URLs in GA would all have the same structure. It appears they are using the funnel anymore but I was able to WayBack it.

 

Happy coding,

Sara

Adam Kaye

Sara Hoffman:

HI Adam - 

 

1) Yes. I wouldn't require "entry" - funnel visualization in GA will tell you where else people enter or exit the funnel from/to, so you should be good.

(My suspicion is that some of these questions are related to our friends at HSUS and myHumane. I think espcially because they hop between Pagebuilder, CMS and native TR requiring a step/page would be detrimental to your tracking.)

 

2) The productized psuedo-funnel is only written for ga.js. BUT you can rename pages yourself and make your own psuedo-funnel from the TR-Blueprint by editing the HTML for each of the Reg pages. Writing your own funnel is the same as tracking "virtual pageviews" - you tell GA what you want the page path to be. 

 

 

Note: I last implemented the psuedo-funnel circa 2009 while at Defenders of Wildlife. For their main GA profile, I filtered IN /funnel/ and OUT /site/. Otherwise you end up with pageview dupes. For DOW's ecommerce, they use a lot of pagebuilder pages, so I wrote out matching psuedo-funnel page paths for those pages so ecommerce URLs in GA would all have the same structure. It appears they are using the funnel anymore but I was able to WayBack it.

 

Happy coding,

Sara

Thanks Sara.



Hope you're well.



Adam

Adam Kaye

Adam Kaye:
Thanks Sara.



Hope you're well.



Adam

Now that we've got the goals configured properly, I'm getting some questions about the results that are coming through.

 

1. For the TeamRaiser registration goal, we're seeing that considerably more people are arriving at the destination "completed" page than are seeing the "Confirm details prior to processing payment" screen. Can you think of a good explanation for that?
2. Within the Donation funnel, we're showing 0 people hitting the "landing" page but almost 800 reaching the destination "Donation completed" page. I remember reading that not all donation forms use the landing page. What exactly is the donation landing page?
   

 

Thank you.

 

Adam

Will Hull

Adam Kaye:

Noah Cooper:

Adam,


Have you checked out http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics#funnel_tracking already?

 

Sara and Noah,

 

Just wanted to close the loop on this.

 

I followed the instructions to which Noah linked, and the reporting seems to be coming through properly. I'm attaching a couple of screen shots to show our settings.

 

Enabling Google Analytics tracking - http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics

 

A couple more questions on the subject:

 

1. The instructions state that some of the steps should be required, but the GA configuration interface only seems to give the "Requred?" option for the 1st step in the process. Is it fine to not specify the "required" pages as such?
2. How does using the Convio-generated "ASYNC CODE," as set in the Site Options interface, relate to the "Universal Analytics tracking code?" If a client approaches us wanting to use the Universal Analytics tracking code, does that mean we have to disable the Convio-generated tracking code and implement the Universal Analytics tracking code ourselves, or is the Convio-generated tracking code a version of the Universal Analytics tracking code?

 

Thanks again.

 

Adam

 

I found that the tracking funnel in the attached images, didn't need to have the backslash after the application (e.g. Donation2 or TRR) and before the ? or .*.  The way I had it written out was, for example on a donation tracking funnel, /funnel/Donation2?.*=completed and it worked perfectly.  Thanks for posting these images, they helped me get across the finish line in setting up a tracking funnel for a client of mine (my first go at setting one up).

Denise Pena

Will Hull:

Adam Kaye:

Noah Cooper:

Adam,


Have you checked out http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics#funnel_tracking already?

 

Sara and Noah,

 

Just wanted to close the loop on this.

 

I followed the instructions to which Noah linked, and the reporting seems to be coming through properly. I'm attaching a couple of screen shots to show our settings.

 

Enabling Google Analytics tracking - http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics

 

A couple more questions on the subject:

 

1. The instructions state that some of the steps should be required, but the GA configuration interface only seems to give the "Requred?" option for the 1st step in the process. Is it fine to not specify the "required" pages as such?
2. How does using the Convio-generated "ASYNC CODE," as set in the Site Options interface, relate to the "Universal Analytics tracking code?" If a client approaches us wanting to use the Universal Analytics tracking code, does that mean we have to disable the Convio-generated tracking code and implement the Universal Analytics tracking code ourselves, or is the Convio-generated tracking code a version of the Universal Analytics tracking code?

 

Thanks again.

 

Adam

 

I found that the tracking funnel in the attached images, didn't need to have the backslash after the application (e.g. Donation2 or TRR) and before the ? or .*.  The way I had it written out was, for example on a donation tracking funnel, /funnel/Donation2?.*=completed and it worked perfectly.  Thanks for posting these images, they helped me get across the finish line in setting up a tracking funnel for a client of mine (my first go at setting one up).

 

Thanks, Will, for sharing that information! The help documentation has been updated to reflect the information you shared, and you can view the example from the link below.

https://www.blackbaud.com/files/support/helpfiles/luminate-online/help/luminateonline.html#../Subsystems/Setup/Content/Concepts/Admin_Google_Analytics_Illustrations.html


For those who might've bookmarked the link shared earlier in this thread, please use the help link shared in the line above as the old link does not contain the newest updates. And as always, if you have any feedback on the help documentation, please feel free to share it!


Best,

Denise