Analytics & Search Console Set Up
In ClickUp - you will be assigned “Tracking” for each new site that goes live. You will receive an email notification and will also be able to find this information in your ClickUp Account. Once you are in ClickUp, you can find the tracking information in 2 places.
- The first spot you will find these notifications is under your notifications tab on the left side of the page
- The second spot is under the website tab on the left side of the page
Once you receive the Website Account Name, search for it within NestHub under sites and find website URL
Go to the website and keep that tab open.
Go to analytics (analytics.google.com).
For any website with additional services, such as chat, AMP, & Google Ads, etc., please log in under pmw.webmaster@kohva.com
For any website with website hosting services ONLY - log in under pmw.analytics@kohva.com
For PMI Websites - log in under digitalmarketing@propertymanagementinc.com
Double check to see if they have an Analytics code already on their site & make sure it links to the correct account. If they do not have an Analytics code on their site, create a new one within Analytics. If they already do have an analytics code on their site, search for the UA code within Analytics. If you cannot find this code, create another account with the PM Name + INTERNAL.
Once you are logged into Analytics, click on the gear icon on the bottom left side of the page. You will then click on + Create Account
You will fill out Account Name, Website Name, Website URL (select http:// or https:// be sure to check the site that you have opened in another tab), Industry Category (always Real Estate), and Reporting Time Zone.
At the bottom of this page, click Get Tracking ID
You will then be prompted by the Terms of Service. Click two "I Accept" box’s, and then click I accept.
You will then be brought to the Global Site Tag
Copy this entire tag
Open the code for the website and enter this code into the resources snippet all the way at the bottom of the page. If they do not have a resources snippet, please put the code in all templates (in the head)
Click Save
Go back into Analytics, and click on Property Settings
Scroll down to Enable Demographics and Interests Reports
Click "ON" to enable
Click save
Next, you will click "Adjust Search Console"
Click “Add"
Once you click "Add", the Search Console tab will open.
You will be asked to associate this property - instead we will be adding a new property
Click the drop down & all the way at the bottom you will click - - "Add a Property”
*Always double check to see if the URL is already in Search Console - so search for the URL here first**
Select A Property Type box will then open. You will enter the URL in the Domain Box.
Be sure to take away any https://www. And the / at the end of the URL
You will then be able to verify the domain ownership via DNS Record
Copy the TXT record and enter it into the DNS records in NestHub
You will then go back into NestHub, under DNS & Add the new domain record
Enter in the Record Type, Value (from search console) & click SAVE
Back in Search Console - Please click VERIFY
Verifying the ownership can sometimes take time & you may have to wait a few minutes and click verify again
Once verified an “Ownership Verified” box will appear.
Click go to property. From here, you will go to the search property box - click the drop down & + Add Property
You will add the Https://www. & Https:// (without WWW) versions under the
After you add both versions, click “Go to Property”
On the left side of the page, you will see sitemaps, click sitemaps and add a new sitemap & submit.
Note: be sure you are in the https://www. account when adding the sitemap
Back in Analytics, click the ADD button again. This will bring you to the search console page where you can select the correct property.
Select the https://www. URL
Next, you will need to associate the property with Google Analytics - this should already be selected correctly, but always double check!
Confirm Association:
Go Back in Analytics, refresh the page & make sure the correct URL is linked. Click SAVE
Next, you will set up Demographics reporting
Click on Audience – Demographics – Overview
Click Enable
(This may already be enabled)
You will now add your Goals within Analytics
Go back to the Admin tab – then click on Goals under the third column
Click +New Goal
Inside of the new goal, click Custom – Continue
The name of Goal Id 1 = Form Submission
Type = Destination
Continue
Destination = Regular Expression - /success
Save
You will then create a second goal
Click +New Goal
Inside of the new goal, click Custom – Continue
Name Goal Id 2 = Phone Call
Type = Event
Click continue
Goal Details
Category = equals to = Phone
Click Save
You will then create your third and final goal (unless they have amp)
Click +New Goal
Inside of the new goal, click Custom – Continue
Name Goal Id 3 = First Time Caller
Type = Event
Click continue
Goal Details
Category = equals to = Phone
Label = Regular Expression = .*Call-01 (dont forget the . before the *)
Save
You will then create your third and final goal (unless they have amp)
Click +New Goal
Inside of the new goal, click Custom – Continue
Name Goal Id 4 = Advanced Marketing Lead
Type = Destination
Click continue
Goal Details
Destination = Regular Expression - /amp-success
Value = ON 100 USD
Save
Once you press save – your page will look like this: (you might have another one for amp too!)
Next, you will add their Dashboard Reporting w/ email
On the left side of your Analytics page, click on Customization – Dashboard – Create
Click Import from Gallery
In the search box type in samantha@kohva.com
And click on the "Monthly Website Reporting" - Import
(if they have live chat, select the reporting with livechat. If they have previous or other goals set up, please let me know so I can create them a new report with the right goals)
Click Create
Click Share – Share Object
Then click Email (**DO NOT SEND AN EMAIL FOR ANY PMI ACCOUNTS - SKIP THIS PART**)
Inside of the email pop-up
Enter in the clients Email Address – you can find this back in NestHub
Change the Frequency to Monthly – Day of the month 1st
Copy and paste the saved email below inside of the box
Hello,
Please see the attached PDF document for your monthly website reporting. If you have any questions, please contact our support team at support@propertymanagerwebsites.com.
Thank you,
Click I am not a robot
Click save
Next, you will grant the client access to their Analytics account
Go back to the admin tab (on the bottom left hand side of the page)
Click on User Management
Click the +button – add new user
Paste their email address
(if they do not have a gmail email address - it will tell you the email will not work. Email the client for a different email address if they want access to Analytics)
Select notify new user by email
Select READ & ANALYZE only
Click Add at the Top right of the page
ANALYTICS IS DONE!
AND YOU’RE DONE!!