As we approach this summer’s Google Analytics 4 deadline, our marketing agency has been working hard to set up the conversion tracking and reports our eCommerce clients need to inform their marketing and business strategies.
Today, we’re going to focus on one particular GA4 integration: CallRail.
For those who missed it, CallRail recently released its Google Analytics 4 integration to send your phone call, text, chat, and form submission data to events you’ve created within the analytics platform.
While the CallRail has done the best it can at this time, its current integration is, unfortunately, limited — and remains at the whims of Google’s ever-changing platform.
This isn’t a unique challenge for CallRail. In fact, it’s one we’ve seen often with various Google Analytics integrations and plugins over the last few months in configuring our clients’ reports.
Today, we’ll help you reduce the burden from this new integration’s limitations with our free CallRail GA4 Configuration Tool, created to help you easily pass your CallRail data into your new GA4 reports.
Why We Created This Tool
The current CallRail integration is passing lots of call-tracking data to Google Analytics 4 via the Measurement Protocol. However, it’s not possible yet for CallRail to “integrate” with a user session in GA4 in the same way it did in Universal Analytics.
In other words, while you can still see the source/medium of your calls/texts/chats from CallRail, that attribution data won’t be in the same place that you’re used to seeing it for all your other reporting.
To view this information and use it for your reporting, you’ll need to take a few extra steps to set up Custom Dimensions, Custom Metrics, and Conversion Events in Google Analytics 4.
Unfortunately, this can be a time-consuming process, especially if you’re having to do it for multiple Google Analytics properties.
So, we created a tool to help — one that cuts down that 30-minute process into mere seconds with a little spreadsheet magic.
How to Use Our CallRail GA4 Configuration Tool
Inflow’s CallRail GA4 Configuration Tool quickly and easily creates the Custom Dimensions, Custom Metrics, and Conversion Events you need to see your CallRail data in Google Analytics 4.
It’s a simple setup, too — a plug-and-play version that any digital marketer can implement for their GA4 property.
The video below is hosted on YouTube. If you need assistance with viewing the video, please contact [email protected].
Here’s how to use it:
Step 1: Make A Copy of Our CallRail GA4 Configuration Tool.
Because of its value to our fellow digital marketers, we’ve chosen to share this Google Sheets tool for free.
Step 2: Add the Analytics Admin API.
To feed this tool into your Google Analytics accounts, you’ll need to add the Analytics Admin API service. You can do this in the “Apps Script” menu dropdown (found under “Extensions” in Google Sheets).
Add the API, and navigate to the “Configure GA4” tab.
Note: You may be prompted to grant access to your Analytics property. You must do that for the tool to work properly.
Step 3: Add Your GA4 Property ID to the Tool.
Once you’ve set up your API connection, simply add your GA4 Property ID into the highlighted box on our tool.
This ID is not the same as your GA4 Measurement ID (it does not start with “G-”). You’ll find this ID in the URL of your GA4 reports after the letter “p,” or in the admin section of your account.
Step 4: Choose the Action You’d Like to Take.
Now, you’re ready to set up Custom Dimensions, Custom Metrics, or Conversion Events with the tool.
Navigate to the “CallRail GA4 Configurator” drop-down, where you can choose from one of these actions to complete your data setup.
Where to See Your CallRail Data in GA4
Once you’ve completed the custom definition setup for the data you want to report on, you’ll need to take another step to easily find that data within your Google Analytics 4 platform.
You have two options:
- Create a custom report in Google Analytics 4 that includes these metrics.
- Customize your existing standard reports to include these new custom metrics.
You must receive at least one event through the integration before using these custom definitions in your reports.
Note: You cannot use this CallRail tool for your Google Ads integration. Fortunately, CallRail’s Google Ads integration works wonderfully for this purpose.
Download our CallRail GA4 Configuration Tool Now
And there you have it — everything you need to create your custom metrics to pass your CallRail data into your new Google Analytics 4 properties.
We hope this guide and tool are helpful in fleshing out your Google Analytics 4 reports as it fits your business goals. Remember: If you need help configuring or setting up your GA4 reports ahead of this summer’s deadline, Inflow is always here to help.
In the meantime, download our free tool below to get started:
Get the CallRail GA4 Configuration Tool for Free!
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Click the button below to open your very own copy of the CallRail GA4 Configuration Tool.
I have the same issue as Mike D. reported. I only see Google Analytics API and Google Analytics Data API. I have tried both a gmail account and a workplace account. Am I missing something?
Great tool! Thanks for this. It’s going to save a ton of time.
glad to help Mike!
I’m trying to use the integration tool, but ran into an issue. When I open the Apps Script and look for Google Analytics Admin API, the only options I’m shown (gor Google Analytics) are Google Analytics API and Google Analytics Data API. I would try to use one of those, but the identifier isn’t the same as the one you show, and I’m not sure if that will cause issues. Can you let me know if I should use one of the other options, or if there’s something else I should do?
If you check on the left of the sidebar you will see that AnalyticsAdmin is already there on the list. It was added automatically. No need to search on the list. Just go back to the spread sheet and paste the property ID. How can we add more dimensions to the script feature?
You must use the Google Analytics Admin API as shown. I don’t know why it wouldn’t show up for you.
Hey Mike, this tool is amazing. there are 2 things I wanted to share
1) the apps script has B10 as the cell where the Property ID is listed, it’s actually B7 so it needs to be updated 3 times in the script
2) every time I try to run the script to create the Custom Dimensions, there’s an error for gclid
I updated that cell reference in the script. What’s the error you are getting when trying to create the gclid custom dimension?