This is just the checklist. For the full explanation behind things, see the related podcast episode.
Google Analytics
- In Google Analytics Admin, create a new view called 'Shopify' or whatever you prefer.
- Create an annotation to remind all that changes were made to settings and new views created on this day. https://www.youtube.com/watch?v=XfPx4Sus_CY
- Within the View of the Admin
- Under View Settings:
- Exclude URL Query Parameters. Add query parameters used in your store that should be removed from GA. Here are potential parameters: variant,_sid,_pos,_ke,preview_key,sort_by,discount,checkout_url,skip_shopify_pay,return_url,key,step,fbclid,aff,token,view
- Check Exclude all hits from known bots and spiders
- Turn Site search Tracking on
- Add 'q' to the 'Query parameter checkbox
- Check Strip query parameters out of URL
- Import this Goal to view.
- Under Content Grouping, add 5 content groups using the Extraction method:
- Name - Products; Extraction - ^.*\/products\/([a-z0-9-]*)\??.*?$
- Name - Collections; Extraction - ^\/collections\/([a-z0-9-]*)\/?\??.*?$
- Name - Pages; Extraction - ^\/pages\/([a-z0-9-]*)\/?\??.*?$
- Name - Blogs; Extraction - ^\/blogs\/([a-z0-9-]*)\/?\??.*?$
- Name - Account; Extraction - ^\/account\/([a-z0-9-]*)\/?\??.*?$
- Under Filters:
- Add a record to exclude traffic from your IP
- Add filters for any of your domains in this property that you do not want to be included in this Shopify view
- Under E-commerce settings:
- Enable Ecommerce
- Enable Enhanced Ecommerce Reporting
- Add three entries for Checkout Labeling
- Contact Information
- Shipping Method
- Payment
- Within the Property of the Admin
- Property Settings
- Enable Demographics and Interest Reports
- Enable Use enhanced link attribution
- Enable User Metric in Reporting
- Add the following under Tracking Info > Referral Exclusion List
- Your .myshopify.com domain
- Your customer-facing domain
- Any other domains that you are using that are related to this site.
- paypal.com
- checkout.shopify.com
- pay.shopify.com
- Any other domains of payment providers you may use like installment payments
- Connect to Search Console. Go to Acquistion > Search Console and follow the steps there.
Shopify
- In Shopify Admin > Online Store > Preferences:
- Enter your GA account number
- Add the following to Additional Google Analytics JavaScript
- Check Use Enhanced Ecommerce
Google Analytics Solutions Gallery
- Add these dashboards to your Shopify view:
- Add this custom report to your Shopify view:
Chrome
Quality Assurance
To check that data is flowing properly check these reports in GA:
- Audience > Demographics > Overview
- Acquisition > Search Console > Queries
- Behavior > Site Search > Overview
- Conversions > Goals > Funnel Visualization
- Conversions > Ecommerce > Checkout Behavior