Last Updated on October 7, 2024

Data Tracking Checklists

1. Google Analytics

    • Data Stream is created
    • GA4 tag is firing on the website (Check Tag Assistant)
    • All forms on the website go to thank-you pages (or are otherwise being tracked in GTM)
    • All forms on site are being tracked as key events (or at least events)
    • CallRail conversions or other call tracking is set up.
    • All other types of conversions are set up (if other than a form fill or phone call, the MC will let you know).
    • All goals have a goal value (ask MC – if they don’t give you a value and don’t request for you to not make it up, make it up and tell the MC the number you made up)
    • “Sebo Events” are set up
    • Internal traffic filters are in place (need client IP address to set this up)
    • Data retention for event data is set to “14 months” instead of the default “2 months”
    • Search Console is connected

2. Ecommerce (if applicable)

    • Ecommerce Settings are enabled
    • Tracking Codes are set up on the website

3. Google Tag Manager

    • Firing on the website (Check Tag Assistant)
    • All goals that are not destination goals are being tracked with a tag, a trigger and an associated goal in Google Analytics
    • All important Events that are not goals are being tracked with a tag and a trigger (for example, if not using CallRail, set up a phone click event and only make it a goal if the MC wants it as a goal. Also set up events for email clicks and other button clicks, videos, etc. that can’t be tracked as a destination goal).
    • You’ve tested that the tag fires in Preview Mode when it should

4. Google Ads

    • Auto-tagging is enabled (Linked accounts >> Google Analytics)
    • Google Analytics account is linked to Google Ads account
    • All relevant Conversions are imported from Google Analytics
    • Call Tracking is enabled
    • If not using CallRail: Website Call Tracking (Google Ads DNI) is set up through GTM
    • Conversion Linker is set up through GTM
    • Call extension is created
    • Connected to clients Google my business to get Google Hosted actions

5. CallRail

    • Javascript is implemented through plugin OR through GTM
    • Analytics account is connected to CallRail
    • You’re tracking only calls that are of a certain length – determined by the MC.
    • CallRail is being tracked in Google ads
      • Import goal from Analytics

6. Other

    • Are there any other sources of data that need to be tracked? Offline forms, payment gateways, connecting websites, other third parties?