set up your Google Analytics 4 account correctly and fast 
62 Points Google Analytics Setup Checklist
62 Points Google Analytics Setup Checklist
Get the 70 pages ebook:
62 Points Google Analytics Setup Checklist
By Himanshu Sharma
Founder of OptimizeSmart.com 
Google Announced on March 16, 2022, that it will discontinue Universal Analytics (GA3) on July 1st, 2023. So if you decide not to switch to GA4 then your current Google Analytics tracking would automatically stop working after July 1, 2023. And to make matter worse, Google will also delete all of your historical universal analytics data in 2023.
Google Announced on March 16, 2022, that it will discontinue Universal Analytics (GA3) on July 1st, 2023. So if you decide not to switch to GA4 then your current Google Analytics tracking would automatically stop working after July 1, 2023. And to make matter worse, Google will also delete all of your historical universal analytics data in 2023.

Table of Contents

GA4 Setup Planning

GA4 Basic Setup
Plan the structure of your GA4 account
Upgrade to GA4 (Google Analytics 4)
Set up filtered views in GA4
Set up rollup property in GA4
Add app data streams to GA4 property
Set up Enhanced Measurement Tracking in GA4
Activate Google Signals for your GA4 property.
Exclude internal traffic in GA4
Connect your GA4 property with Google Ads
Set Up Site Search Tracking in GA4
Set up Scroll Tracking in GA4
Import conversions from GA4 property to your Google Ads account
Connect your GA4 property with Google Search Console
Set up Cross Domain Tracking in GA4
Connect your GA4 property with BigQuery
Transfer GA3 (Universal Analytics) data into GA4
Save your Universal Analytics data from being deleted
Setup GA4 test property
Setup referral exclusion in GA4
Install Google Analytics 4 on Shopify

GA4 Intermediate Setup
Set up UTM tracking in GA4
Create landing pages report in GA4
Create Google Ads report in GA4
Create organic search traffic analysis report in GA4
Set up GA4 Custom Events
Rename Events in GA4
Use the debug view report in GA4
Set Up Goal Conversion Tracking in GA4
Setup Content Grouping in GA4
Create User properties in GA4
Create custom insights in GA4
Create remarketing audiences in GA4
Build comparisons (advanced segments) in GA4
Create custom audiences in GA4
Create Audience Triggers in GA4
Upload data from external data sources via GA4 Data Import

GA4 Advanced Setup
Set up predictive metrics in GA4
Create Predictive Audiences in GA4
Set up Ecommerce Tracking in GA4
Set up Enhanced Ecommerce Tracking in GA4
Set up Sales funnels in GA4
Export data from GA4 to BigQuery
Backfill GA4 data in BigQuery
Send custom GA4 data to BigQuery
Track Single Page Apps in GA4
Setup GA4 via GTM Server Side Tagging

Website Audit for Universal Analytics Set up

Universal Analytics Account Level Setup

Universal Analytics Property Level Setup

Universal Analytics View Level Setup

Other Universal Analytics Configurations 
  • Get FREE lifetime updates of this ebook
  • So your checklist never gets out of date. I update this checklist every couple of months. 
Note: This is no ordinary checklist - it is a result of more than a decade of experience in the analytics industry.

FAQ: Do you show “How” to do each item on the checklist? If so, with screen shots?

Yes. There are links to the articles with detailed step by step instructions.

FAQ: Does this ebook cover GTM too?

Yes.
Who is this checklist for?
  • This checklist is for you if you are struggling with correctly setting up your Google Analytics account.
  • ​This checklist is for you if you are not 100% confident that your Google Analytics account has been set up correctly.
  • ​This checklist is for you if you want to stay organised and assure that you don't skip/forget any step in your Google Analytics set up process.
When you get a copy of this ebook, you also get the following FIVE bonuses for FREE:

BONUS-1: Google Analytics Troubleshooting Guide (43 pages)

Sometimes Google Analytics tracking code just stops working (i.e. does not fire anymore). Sometimes the tracking code fires but certain hits (like ‘event’ hit) just drop (i.e. not sent to the GA server). 

In that case, your existing or new tracking code may not work. So how can you fix the problem?

Through the "Google Analytics Troubleshooting Guide" you can determine what has gone wrong and what can be done to fix the tracking issues.

BONUS-2: Google Analytics BigQuery Setup (63 pages)

1) Learn to send Google Analytics data to BigQuery without using Google Analytics 360.

2) Learn to setup your Google Cloud Platform account.

3) Learn to connect Google Analytics 4 with BigQuery.

BONUS-3: Google Analytics Phone Call Tracking Set up (31 pages)

If your website has been set up mainly to generate leads through phone calls then you have to attribute phone calls to the correct traffic source.

Understanding exactly which marketing channels and keywords are driving phone calls is invaluable.

Attributing phone calls to the correct marketing channels/keywords means you can increase the budget of the marketing channels/keywords which drive phone calls and reduce the budget of those that do not.

The phone call tracking in Google Analytics let you do that. 

BONUS-4: Facebook & Google Ads Data Export Guide (45 pages)

1) Learn to send Facebook ads data to Google Sheets.

2) Learn to send Google ads data to Google Sheets.

Once you have sent Facebook and Google Ads to Google Sheets you can manipulate the data there for reporting purpose or send the data to Google Data Studio.

BONUS-5: Regular Expressions Cheat Sheet for Google Analytics and Google Tag Manager (31 pages)

Regex is an expression that is used to check for a pattern in a string. For example ^Colou?r$ is a regular expression that matches both the string: ‘color’ and ‘colour’.

Regex are very useful while setting up Google Analytics tracking.
About the Author
  • Founder, OptimizeSmart.com
  • Over 15 years of experience in digital analytics and marketing.
  • Author of four best-selling books on digital analytics and conversion optimization
  • Nominated for Digital Analytics Association Awards for Excellence.
  • Runs one of the most popular blogs in the world on digital analytics.
  • Consultant to countless small and big businesses over the decade.
  • Founder, OptimizeSmart.com
  • Over 15 years of experience in digital analytics and marketing.
  • Author of four best-selling books on digital analytics and conversion optimization
  • Nominated for Digital Analytics Association Awards for Excellence.
  • Runs one of the most popular blogs in the world on digital analytics.
  • Consultant to countless small and big businesses over the decade.

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