Table of Contents

  1. Overview
  2. How the Measurement Protocol Works
  3. Setup Instructions
  4. Reporting in google analytics 4

1. Overview

The Google Analytics 4 (GA4) integration sends your marked closed, open, and converted leads to Google Analytics 4. This process uses the Google Analytics 4 Measurement Protocol. This server-to-server solution ensures all quantitative lead data is sent to Google Analytics 4 and tied to specific channels. No personal or client data is sent to Google Analytics 4.

Note: While the Measurement Protocol sends 100% of the data to Google Analytics 4, it may face challenges linking data back to a user or session. The handling of the Client ID and Session ID is managed by Octanist. Events sent through the Measurement Protocol may result in “(not set)” values for source/medium attribution.

2. How the Measurement Protocol Works

  1. “Won” Leads: Whenever a user is marked as a “Won” Lead, the event is sent to Google Analytics 4 along with corresponding parameters (e.g. the value and currency).
  2. “Open” Leads: When a value is added or updated for an “Open” Lead, the event is sent to Google Analytics 4. The content of the note is passed as the parameter lead_status.
  3. “Lost” Leads: If a user does not convert and is marked as a “Lost” Lead, the event is sent. The parameter unconvert_lead_reason contains the reason for the lost lead, based on the note content.

3. Setup Instructions

  1. In your Octanist account, go to Integrations > Outgoing.

  2. Select Google Analytics 4.

  3. Fill in a name for the integration (e.g., Octanist - GA4 Integration).

  4. Enter your GA4 Measurement ID.

    • This can be found in your GA4 account under Data Streams. See Google’s guide for details.
  5. Enter your GA4 API Key:

    • In your GA4 Data Stream, click Measurement Protocol API Secrets.
    • If still required, press ‘Review Terms’ and then press ‘I Acknowledge’ after reading the User Data Collection Acknowledgment.

    • Create a key and give it a clear name (e.g., Octanist - GA4 Integration).

  6. Click Create Google Analytics 4 Integration.

4. Reporting in Google Analytics 4

Add the custom dimensions lead_status and unconvert_lead_reason to view the text values of your notes entered in Octanist.

Enter the custom dimensions as follows:

  • Dimension Name: The name of the dimension (e.g., lead_status; you can name this as you prefer).
  • Description: A description of the custom dimension (e.g., “The status of a lead (e.g., ‘Called Lead, waiting for follow-up’).”).
  • Event Parameter: This must be lead_status or unconvert_lead_reason for Octanist Insights.

To improve reporting, mark the close_convert_lead event as a Key Event (Conversion) in GA4. This will help you better understand the user journey and simplify reporting.

Table of Contents

  1. Overview
  2. How the Measurement Protocol Works
  3. Setup Instructions
  4. Reporting in google analytics 4

1. Overview

The Google Analytics 4 (GA4) integration sends your marked closed, open, and converted leads to Google Analytics 4. This process uses the Google Analytics 4 Measurement Protocol. This server-to-server solution ensures all quantitative lead data is sent to Google Analytics 4 and tied to specific channels. No personal or client data is sent to Google Analytics 4.

Note: While the Measurement Protocol sends 100% of the data to Google Analytics 4, it may face challenges linking data back to a user or session. The handling of the Client ID and Session ID is managed by Octanist. Events sent through the Measurement Protocol may result in “(not set)” values for source/medium attribution.

2. How the Measurement Protocol Works

  1. “Won” Leads: Whenever a user is marked as a “Won” Lead, the event is sent to Google Analytics 4 along with corresponding parameters (e.g. the value and currency).
  2. “Open” Leads: When a value is added or updated for an “Open” Lead, the event is sent to Google Analytics 4. The content of the note is passed as the parameter lead_status.
  3. “Lost” Leads: If a user does not convert and is marked as a “Lost” Lead, the event is sent. The parameter unconvert_lead_reason contains the reason for the lost lead, based on the note content.

3. Setup Instructions

  1. In your Octanist account, go to Integrations > Outgoing.

  2. Select Google Analytics 4.

  3. Fill in a name for the integration (e.g., Octanist - GA4 Integration).

  4. Enter your GA4 Measurement ID.

    • This can be found in your GA4 account under Data Streams. See Google’s guide for details.
  5. Enter your GA4 API Key:

    • In your GA4 Data Stream, click Measurement Protocol API Secrets.
    • If still required, press ‘Review Terms’ and then press ‘I Acknowledge’ after reading the User Data Collection Acknowledgment.

    • Create a key and give it a clear name (e.g., Octanist - GA4 Integration).

  6. Click Create Google Analytics 4 Integration.

4. Reporting in Google Analytics 4

Add the custom dimensions lead_status and unconvert_lead_reason to view the text values of your notes entered in Octanist.

Enter the custom dimensions as follows:

  • Dimension Name: The name of the dimension (e.g., lead_status; you can name this as you prefer).
  • Description: A description of the custom dimension (e.g., “The status of a lead (e.g., ‘Called Lead, waiting for follow-up’).”).
  • Event Parameter: This must be lead_status or unconvert_lead_reason for Octanist Insights.

To improve reporting, mark the close_convert_lead event as a Key Event (Conversion) in GA4. This will help you better understand the user journey and simplify reporting.