Google Analytics 4
Send your closed, open, and converted leads to Google Analytics 4 to track their origins.
Table of Contents
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
- “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).
- “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
. - “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
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In your Octanist account, go to Integrations > Outgoing.
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Select Google Analytics 4.
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Fill in a name for the integration (e.g., Octanist - GA4 Integration).
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Enter your GA4 Measurement ID.
- This can be found in your GA4 account under Data Streams. See Google’s guide for details.
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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).
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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
orunconvert_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.