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setting up analytics goalsReporting & Strategy 

How to set up Goals in Google Analytics

 

If you don’t set a goal how can you achieve your aims. This is a vital part of anyone’s life who is looking to do their best and make the right changes, but this is also the mentality everyone should have in business, because without goals and being able to measure your success, you won’t get very far.

We all want more traffic to our websites but what is the point if you don’t get a return on a visit. Business owners need to be tracking more than just sessions, they need to know if customers have made a purchase, have spent time reading their content or made that telephone call. That is where Google Analytics Goals come in.

 

What are Google Analytics Goals & why use them?

Google Analytics has a feature called goals that business owners and marketers can use to track their business goals digitally. A goal represents a completed activity, such as a purchase. If a goal is completed by a user it is called a conversion, and these allow us to study a great deal of information.

Some examples of useful information we can gain:

  • Where conversions came from (e.g. Facebook, Google Search, Paid adverts).
  • Where in your website are customers leaving before completing the goal.
  • The time users take to complete the goal.
  • If a user performs a specific action on the site.
  • The monetary value of a customer completing a goal.

 

Types of Goals

There are four main types of goal types which can be set up in Google, which we have outlined below.

  • Destination
    • Triggered: when a specific URL is loaded
    • Example: a thank you web page
  • Duration
    • Triggered when a session lasts a specific amount of time
    • Example: a user spends 5 minutes or longer reading blog articles
  • Pages/Screens per session
    • Triggered when a user views a specific number of pages or screens
    • Example: A user viewed 4 pages or more
  • Event
    • Triggered by a user taking a defined action
    • Example: clicks on an call now button on a page.

How to set up Goals

The first thing to do is to create a new goal:

  1. Sign in to Google Analytics and navigate to your chosen view.
  2. Click Admin, and in the View column, click
  3. Click + New Goal or Import from Gallery to create a new goal, or click an existing goal to edit its configuration.
  4. You have 3 basic options for creating goals:
    1. using a goal template
    2. creating custom goals
    3. creating Smart Goals

 

Using a Goal template

If you want to use option one, using a goal from a template, follow these steps

      1. Select a Template from the list.
      2. Click Continue to continue setting up your goal.
      3. Goal templates are intended to help set actionable goals that meet common business objectives. You can edit any template field before saving a goal. Google has set up their default templates in to four categories; Revenue, Acquisition, Inquiry, Engagement. These are frequently used by companies as objectives and Google advises to set up at least one goal in each category to understand how users are interacting with a website.

Custom Goal

If you want to use option two, creating a custom goal, follow these steps

      1. Select Custom from the list of options, then Click Continue
      2. Add a Name for your goal description then select a goal Type.
      3. Click Continue again to start the next step in setting up your goal.
      4. Fill in the goal details that will be the trigger for the goal.

 

Smart Goals

To use Smart Goals, you’ll need to meet certain guidelines and complete the following steps:

      1. Link your Analytics and Google Ads account.
      2. The linked Google Ads account must have sent at least 500 clicks to the selected Analytics view over the past 30 days before you can set up Smart Goals.
      3. The reporting view must not receive more than 10 million sessions in 30 days.
      4. The Data Sharing setting Google products and services must be turned on for your Analytics account.

Once these are set up and prerequisites reached, you will be able to select Smart Goals in the Goals area. Follow instructions below

      1. Select Smart Goals (if available).
      2. Click Next step to continue setting up your goal.
      3. Google will then advise on how to use Smart Goals.
        1. Import Smart Goals into Google Ads (from Google Ads)
        2. Wait for sufficient Smart Goals to build up in Google Ads
        3. Use Smart Goals to optimize your bids in Google Ads

 


Common Problems

Don’t see any templates? Or some are missing?

Goal templates are tailored to specific industries (automotive, entertainment, etc.) so some templates are disabled if you haven’t selected an industry within your account. To get templates that are relevant to your business, navigate to the admin area of Google Analytics and edit your property. Select an Industry Category and save your changes to make the templates available.

New Goal and Import from Gallery are not visible

If + New Goal and Import from Gallery are not visible, then you likely have already created the maximum of 20 goals for the current view. Goals are limited to 20 per reporting view.

You can create an additional view so that you can have further goals, but we would recommend honing down what goals you have as 20 is a large amount. You can also edit an existing goal you don’t need it anymore.

Smart Goals not Available

As stated in the article, to use Smart Goals, you’ll need to meet certain guidelines and complete the following steps:

      1. Link your Analytics and Google Ads account.
      2. The linked Google Ads account must have sent at least 500 clicks to the selected Analytics view over the past 30 days before you can set up Smart Goals.
      3. The reporting view must not receive more than 10 million sessions in 30 days.
      4. The Data Sharing setting Google products and services must be turned on for your Analytics account.

 

Complete these and Smart Goals should appear


Further notes

      • Goals will only start collecting data after the goal has been set up. It will not be applied to historic data.
      • Goals can’t be deleted, so think wisely before creating. You can stop recording data for a goal and you can edit an existing goal if you need to reuse it.
      • Goal data is processed differently from regular Analytics data. Learn more about it from Google in its features with non-standard data processing help section.

 

Google Analytics is an amazing tool but it can be difficult to get to grips with, so we hope that this article has explained how to set up your first goal. If you are having difficulties with any of this please get in touch with our support team on 0345 200 26 50 or drop us an email at hello@daffodil-marketing.com.

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