Google Analytics (Universal)

Creation of a separate View

You need to create a separate Google Analytics View “Tomi.ai” with “Edit” access to the Service Provider’s technical email account: [email protected].

To do this, you need to follow these steps:

1. Choose a view of the website in your Google Universal Analytics account that contains as much information about your site users as possible and has key sales funnel goals
2. Then, Click Admin, and navigate to the view you want to copy
3. In the VIEW column, click View Settings
4. Click Copy view
5. Give this a new view name Tomi.ai
6. Use a distinct name, so you can distinguish it from the original view
7. Click Copy View

Google Analytics access

The next step in Integrating Google Ads account is sharing access to Tomi.ai view.

To share access follow this steps:

1. Go to the Admin section of Google Analytics
2. Go to the VIEW column
3. Select View Access Management. Click the “+” icon
4. Click “Add users” from the drop-down
5. Enter [email protected] as a target email address
6. Choose the Editor role
7. Click Add

Google Analytics Goals setup

The next step is to create Custom Goals in Google Analytics so that Tomi.ai can send data after the ML model training step.

Tomi.ai sends seven types of events to Google Analytics. To use these conversions in optimization, you’ll need to create custom goals for them. It won’t take you long.

Here are conversions that you need to create:

 

Let’s look at the creation process using the Sales dLTV (Tomi) synthetic conversion target as an example:

To add a Custom Goal follow this steps:

1. Go to the Admin section of Google Analytics
2. Click the VIEW column.
3. Select Goals
4. Click “+ NEW GOAL”
5. Select “Custom” in Goal setup
6. Specify the Name of the Goal according to the table above. For example “Sales dLTV (Tomi)”
7. Select type “Event” in Goal description settings
8. Fill these values in Goal details:
   • Category: Equals to Tomi,
   • Action: Equals to X. For example “tomi_sales_dltv”
   • Label: leave unchanged
   • Value: leave unchanged
   • Turn On “Use the event value as the Goal Value for the conversion” toggle
9. Click “Save”.

You have to add overall 7 custom goals and each goal has its own Name and Action value, other settings remain equal.

1. Name: “Contact (Tomi)” – Action: “tomi_contact” 
2. Name: “Lead (Tomi)” – Action: “tomi_lead”
3. Name: “Sales (Tomi) ” – Action: “tomi_sales”
4. Name: “Contact dCR (Tomi)” – Action: “tomi_contact_dcr”
5. Name: “Lead dCR (Tomi) ” – Action: “tomi_lead_dcr”
6. Name: “Order dCR (Tomi)” – Action: “ tomi_order_dcr”
7. Name: “Sales dLTV (Tomi) ” – Action: “tomi_sales_dltv”