Google Analytics

Overview

We currently support integrations with Universal Analytics and Google Analytics 4 (GA4). This is a tag based integration and in managed using callbacks. Please see more details about callbacks here.

Google Analytics 4 is replacing Universal Analytics. On July 1, 2023 all standard Universal Analytics properties will stop processing data. (360 Universal Analytics properties with a current order will receive a one-time processing extension ending on July 1, 2024.)

What the integration accomplishes

Integrating with Google Analytics allows you to record survey response data and view responses alongside the rest of your data.

For example you might:

• Gain deeper insights: Get a better understanding of customer behavior and how users are interacting with your website or application. Identify pain points, areas for improvement, and potential opportunities to enhance the user experience.

• Make data-driven decisions: Google Analytics is a powerful tool for tracking user behavior and engagement, but it's even more valuable when combined with customer feedback. By using both quantitative and qualitative data, you can make more informed decisions about how to optimize your digital channels and improve customer satisfaction.

• Measure the impact of changes: As you make changes to your website, you can understand how those changes are impacting user perceptions and behavior. By tracking customer feedback alongside analytics data, you can see how your enhancements are having the intended impacts.

• Identify trends and patterns: Identify recurring themes and issues that may not be immediately apparent from analytics data alone. By analyzing feedback in conjunction with other metrics, you can gain a more holistic view of user behavior and preferences.

• Improve customer satisfaction: Ultimately, the goal of incorporating customer feedback into Google Analytics is to improve the overall customer experience. By understanding what users like and dislike about your website, your can make targeted improvements that lead to greater satisfaction, loyalty, and retention.

Some ideas for what to analyze

• See how user's responses change per traffic source (e.g. organic, paid, referral) to learn about the audience quality and needs by channel.

• See how answers vary between first time visitors and returning visitors to understand the impact of the website itself on user perceptions.

Integration Setup

When a user answers any Pulse Insights question, Pulse Insights will set an event in Google Analytics with the answer text of what the user's response. You can, in turn, create segments in GA based on the responses in order to analyze behavior. This level of analytics in GA4 requires some setup steps, both in your tag manager and in Google Analytics.

• If you use Google Tag Manager (GTM) please follow the steps in the GTM Setup section to:

  • Create a Trigger

  • Create a New Tag

If you do not use Google Tag Manager, please reach out to your Customer Success Manager for instructions.

• Setup steps are also required in Google Analytics. Please reference the Google Analytics Setup section to create a custom user dimension.

Google Tag Manager (GTM) Setup

First, create a Trigger

While in your Google Tag Manager workspace:

1. Click Triggers from the left sidebar menu New.

2. Enter a name for the trigger: Pulse_Insights_Surveys

3. Click Trigger Configuration and choose the Custom Event trigger type (located in the "Other" group).

4. Enter the Event Name: SurveyAnswered

5. Select "use regex matching" to allow this field to handle regular expressions.

6. For the "This trigger fires on", choose the "Some Custom Events" option.

7. Fire this trigger when an Event occurs and all of these conditions are true:

   • In the first dropdown, choose Event

   • In the second dropdown, choose contains

   • In the third box, enter SurveyAnswered

8. Click the Save button

It should look something like this:

Next, create a new Tag

1. In your Workspace, click Tags in the left sidebar menu.

2. To add a tag, click New.

3. Name the tag: GA4-PulseInsights

4. Click the edit icon in the Tag Configuration section and choose the tag type: Google Analytics: GA4 Event

5. In the "Configuration Tag" dropdown menu and select your GA 4 Config tag.

If you need more help configuring a Google Analytics 4 tag in Google Tag Manager, please refer to Google's guide here.

6. In the Event Name field, enter SurveyAnswered

7. Set up the following Event Parameters:

   1. Click Add Row

   2. Type in the Parameter Name (please refer to the table below for Parameter names)

   3. Enter the corresponding Value (please refer to the table below for Value names)

   4. Click "Add Row" and repeat the steps until all six Event Parameters listed below are added.

Parameter Name	Value
survey_id	{{DIV - survey_id}}
acc_identifier	{{DIV - acc_identifier}}
question_id	{{DIV - question_id}}
question_text	{{DIV - question_text}}
answer_id	{{DIV - answer_id}}
answer_text	{{DIV - answer_text}}

If the Values shown in the table above do not show from the list of variable options, please contact your Customer Success Manager for help.

You can also visit the Google support page for more details on User-Defined Variables.

8. Set up the following User Properties:

   1. Click Add Row

   2. Type in the Property Name (please refer to the table below for Property names)

   3. Enter the corresponding Value (please refer to the table below for Value names)

   4. Click "Add Row" and repeat the steps until all six User Properties listed below are added.

Property Name	Value
survey_id	{{DIV - survey_id}}
acc_identifier	{{DIV - acc_identifier}}
question_id	{{DIV - question_id}}
question_text	{{DIV - question_text}}
answer_id	{{DIV - answer_id}}
answer_text	{{DIV - answer_text}}

If the Values shown in the table above do not show from the list of user-defined variable options, please contact your Customer Success Manager for help. You can also visit the Google support page for more details on User-Defined Variables.

9. Lastly, in the Triggering section, click the edit icon, and choose the Pulse_Insights_Surveys custom event (which was set up earlier in the Create a Trigger section.

10. Click Save.

When you view this newly created tag, it should look something like:

---

Google Analytics Setup:

This section documents how to create a custom user dimension using the answer_text and answer_id user properties.

Create Custom Dimensions

A custom dimension allows you to analyze survey answers alongside other data and metrics collected on your website or app. The user scoped custom dimension is built using custom user properties. To set up the custom dimension in Google Analytics:

1. Click on the gear icon to access the "Admin" settings in the left sidebar.

2. Click on "Custom definitions".

3. In the Custom dimensions tab the “Create custom dimensions” button.

If you do not see this button this may mean that you do not have to proper access level to create custom dimensions. Please contact your Google Analytics Administrator.

4. Fill out the form fields as follows:

Field Name	Value	Description
Dimension Name	Pulse Insights Answer Text	Type in the unique name of "Pulse Insights Answer Text" without hyphens.
Scope	User	Choose "User" from the dropdown menu.
Description	Pulse Insights Answer Text captured at the user level	This short description will help you and others have context for what the custom dimension is.
User Property	answer_text	Choose from the dropdown. Dropdown options, such as answer_text are set up as User Properties in the Google tag or in Google Tag Manager. See instructions above.

5. Click the "Save" button in the top right.

Next, create the Pulse Insights Answer ID dimension.

This dimension will enable you to correlate the answer text with the answer's unique ID. This is especially helpful if you have similar answer choices in multiple questions within a survey or in a different survey.

1. Repeat steps 1-3 above and fill out the form as follows:

Field Name	Value	Description
Dimension Name	Pulse Insights Answer ID	Type in the unique name of "Pulse Insights Answer ID" without hyphens.
Scope	User	Choose "User" from the dropdown menu.
Description	Unique number that is associated with one and only one answer in the Pulse Insights database.	This short description will help you and others have context for what the custom dimension is.
User Property	answer_id	Choose from the dropdown. Dropdown options, such as answer_id are set up as User Properties in the Google tag or in Google Tag Manager. See instructions above.

2. Click the "Save" button in the top right.

You can now add the custom dimensions as a "Comparison" in Reports:

1. On the Reports page, click the "Add Comparison +" button

2. Select a custom dimension from the dropdown menu

3. Select a dimension value from the dropdown menu

You can add up to 5 dimensions. To add another dimension, click the "+ Add new condition" button. Click the trash icon to remove a condition.

4. Click "Apply"

Add Pulse Insights custom dimensions as a comparison in Reports

Or as a "Dimension" in Explorations:

Add Pulse Insights Survey as a dimension in Explorations

Note: You will see a value of (not set) for a custom dimension in the first 48 hours. Any survey responses collected before creating the custom dimension will not be set. Be sure to create the custom dimension before setting the survey live.