Sending CallRail data to Google Analytics 4
Prerequisites:
1. You'll need to have a GA4 property and have the gtag installed on your site.
2. Send us your measurement ID and GA4 API Secret Key so we can enable this integration.
After the integration is enabled for call tracking, there are a few other steps you’ll need to take within GA4 before you can start seeing this data in your GA4 reports.
Important
The settings you choose below do not apply retroactively, so it’s important to complete this setup process in GA4 soon after activating the integration. If you wait, any data sent over before you complete the setup cannot be used in reports.
For each interaction type being sent to GA4, you’ll decide whether each interaction will be sent as a custom dimension or a custom metric.
Create custom dimensions
You'll need the Editor role to create custom dimensions.
We recommend using custom dimensions for the following types of attribution data:
- browser_or_device (for calls and chats)
- call_id
- campaign
- company_name
- chat_id
- device (for SMS and forms)
- first_time_caller
- form_id
- form_name
- GCLID
- landing_page_url
- medium
- qualified
- referrer
- sms_id
- source
- tags
- tracking_number
- tracking_number_name
Follow the steps below to create a custom dimension in Google Analytics.
- Click Admin.
- Choose Custom Definitions from the Data display menu.
- Make sure the Custom Dimensions tab is selected (it is by default).
- Click Create custom dimensions.
- Name the dimension.
- Choose Event for the scope type.
- Give the dimension a description.
- Select the event parameter to associate with this custom dimension.
- Click Save.
You will need to repeat this process for every piece of attribution data that you’d like to use as a dimension.
Create custom metrics
You'll need the Editor role to create custom metrics.
We recommend using custom metrics for the following units of measurement:
- call_duration (time: seconds)
- engagement_time_msec (time: milliseconds)
- value
Follow the steps below to create a custom metric in Google Analytics.
- Click Configure.
- Choose Custom definitions from the Data display menu.
- Make sure the Custommetrics tab is selected.
- Click Create custom metric.
- Name the metric.
- Choose Event for the scope type.
- Give the metric a description.
- Select the event parameter to associate with this custom metric.
- Select the unit of measurement to associate with this custom metric.
- Click Save.
You will need to repeat this process for every piece of attribution data that you’d like to use as a metric.