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Table of Contents

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

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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.

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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.

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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.

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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.