Capture Whatfix analytics data using Google Analytics (GA)
- 10 Sep 2024
- 4 Minutes To Read
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Capture Whatfix analytics data using Google Analytics (GA)
- Updated On 10 Sep 2024
- 4 Minutes To Read
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Print
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Overview
Whatfix provides easy-to-configure analytics with the most popular analytics tool - Google Analytics (GA).
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Perform the following actions only after you have configured your Whatfix account to your Google Analytics account.
- Track usage of the Flows you have created using Whatfix.
- Track usage of the various Whatfix widgets (onboarding Popups, Self Help, Beacons, Task List, slideshows, and more).
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Your account will be created on the latest Google Analytics - GA4 version.
To capture and analyze data, four major steps must be followed while configuring your GA account to Whatfix.
- Create the GA4 account and copy the measurement ID
- Set up Custom Dimensions
- Set up the reporting bundle
- Paste the Measurement ID from GA4 to the Whatfix Dashboard and finish setting up the account
Create the GA account and copy the Measurement ID
Use the following steps to create a GA account:
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Go to Google Analytics.
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Click Start measuring.
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Enter the Account name. For example, Whatfix.
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Select the Account Data Sharing Settings.
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Click Next.
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Enter the Property name, that is, the domain name. For example, www.whatfix.com.
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Select the Reporting country and the time zone.
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Select the Currency of your country.
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Click Next.
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Select the Industry category.
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Select the ways you want Google Analytics to work with your business.
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Multiple options can be selected.
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Click Create.
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In the Google Analytics Terms of Service Agreement, select the country or region.
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Select the I also accept the Data Processing Terms as required by GDPR checkbox, and then click I Accept.
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Your Google Analytics account is created.
Set up the Data Stream
Use the following steps to set up the data stream and copy the Measurement ID:
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In the Start collecting data section, click Web.
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Enter the Website URL, the Stream name, and then click Create stream.
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The data stream gets created.
- In the Stream details section, click the Copy icon to copy the MEASUREMENT ID.
Set up Custom Dimensions
Whatfix requires custom dimensions - user_id, flow_id, src_id, ent_id, on_id, user_name, flow_title, and more, to be present in your GA account to create Whatfix reports in GA4.
Use the following steps to create custom dimensions in GA4:
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Go to your GA account.
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Click Admin.
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Click Custom definitions.
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Ensure that you have the Custom Dimensions configured in your GA3 account handy.
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Click Create custom dimensions.
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Enter the Dimension name, Scope, Description, and the Event parameter.
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The following is a sample Custom Dimension.
- Dimension name: ent_id
- Scope: Event
- Description: The ENT ID required for mapping. (Not mandatory)
- Event parameter: The event parameter can be same as the Dimension name, i.e., ent_id.
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For the Custom dimension, user_id, enter the Event parameter as user_id_.
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Click Save.
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Repeat Steps 4 to 6 to set up the other custom dimensions.
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For more information on the Custom Dimensions to be added and what they mean, see What are the Custom Dimensions to be added?.
Set up the reporting bundle
Earlier you could download reporting templates from the Google Marketplace and import them to GA3. With GA4, you have to manually create these reports.
Use the following steps to create a new report on GA4:
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Go to your GA account.
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On the navigation panel, click Explore.
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Click the Blank template.
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Enter the Exploration Name, i.e., the report name.
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Select the TECHNIQUE as Free form using the dropdown.
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Go to DIMENSIONS and then click +.
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Search for the required dimensions and select them using the checkbox.
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Click Import.
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Next to METRICS, click +.
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Search for the required metrics and select them using the checkbox.
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Click Import.
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Drag and drop or select the Dimensions as ROWS or COLUMNS to visualize the data as required.
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Add the required FILTERS, and then click APPLY.
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Click the Share exploration icon to share the report with other users.
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The report gets saved automatically.
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Go to Explore to view the created report.
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- For more information on how to create a sample report see, Create Whatfix reports in Google Analytics (GA4): Beacon Loaded.
- For more information on the dimensions and filters used to create Whatfix reports, see Add Dimensions and Filters to create Whatfix reports in GA4.
Paste the Measurement ID from GA4 to the Whatfix Dashboard and finish setting up the account
Note
Only an Account Manager can perform the following task. For more information about available roles, see Whatfix User Roles.
Use the following steps to configure your GA4 account with Whatfix:
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On the Whatfix Guidance dashboard, click Settings.
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Click Analytics.
- Select the Enable Google Analytics checkbox, and then click Setup.
Note
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Only if the Enable Google Analytics checkbox is enabled, the engagement events are recorded, that is, events where users interact with Whatfix widgets.
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If the Send All Events checkbox is enabled, all the engagement events in addition to loading events are recorded, that is, events where Whatfix Widgets are loaded even if the users don't interact with them.
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If you're capturing all the events and your organization is on the Standard Google Analytics plan, then some events may not be captured after it crosses the event limit. For more information, see Google Analytics Collection Limits and Quotas.
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On the Upgrade to Google Analytics GA4 pop-up, paste the copied Measurement ID.
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Click Connect to GA4.
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On the confirmation pop-up, click Connect to GA4.
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- Once you set up your GA4 account, you have to do a Push to production to start sending Whatfix usage data. For more information, see Push Whatfix content and widgets to Production.
- If you've enabled Subresource Integrity (SRI) for your account and want to send Whatfix usage data to your GA4 account, ensure that you update the Whatfix JavaScript with the new JavaScript that is generated after doing a Push to production.
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