Analytics tools integration guide: Difference between revisions

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{{#seo:
{{#seo:
|title=Analytics tools integration guide - SimplyBook.me
|title=Analytics tools integration guide - SimplyBook.me
|description=Connect analytics tools to track bookings and performance. Use insights to grow your business. Start integrating today!
|titlemode=append
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, analytics guide, tracking guide, analytics help, facebook pixel guide, google analytics, facebook pixel, tag manager, google tag manager
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, setup, setup help, support, help content, analytics guide, tracking guide, analytics help, facebook pixel guide, google analytics, facebook pixel, tag manager, google tag manager
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''Step 1:'' Visit [https://google.com/analytics Google Analytics homepage].
''Step 1:'' Visit [https://google.com/analytics Google Analytics homepage].<br>
[[File:Analytics account 1.png|link=https://help.simplybook.me/images/f/f0/Analytics_account_1.png]]
[[File:Analytics account 1.png|1200px|link=https://help.simplybook.me/images/f/f0/Analytics_account_1.png]]
 
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''Step 2:'' Follow one of the options below:
''Step 2:'' Follow one of the options below:


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''Step 3:'' Add your website URL, enter a stream name, then click '''Create stream'''.
''Step 3:'' Add your website URL, enter a stream name, then click '''Create stream'''.
[[File:Create stream.png|link=https://help.simplybook.me/images/e/e9/Create_stream.png]]
[[File:Create stream.png|1200px|link=https://help.simplybook.me/images/e/e9/Create_stream.png]]
 
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''Step 4:'' You will be presented with the details of your web stream. Copy the measurement ID and then proceed to add it to your [https://SimplyBook.me SimplyBook.me] '''Google Adwords and Analytics''' feature settings.
''Step 4:'' You will be presented with the details of your web stream. Copy the measurement ID and then proceed to add it to your [https://SimplyBook.me SimplyBook.me] '''Google Adwords and Analytics''' feature settings.
[[File:Measurement id.png|link=https://help.simplybook.me/images/e/e5/Measurement_id.png]]
[[File:Measurement id.png|1200px|link=https://help.simplybook.me/images/e/e5/Measurement_id.png]]
 
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''Step 5:''  In your [https://simplybook.me/ SimplyBook.me] admin interface, access '''Custom Features''', locate '''Google Adwords and Analytics''' in the list, and activate it. Then, paste the ID you saved from the previous step into the '''Main Configuration''' —> '''Google Analytics ID''' field.
''Step 5:''  In your [https://simplybook.me/ SimplyBook.me] admin interface, access '''Custom Features''', locate '''Google Adwords and Analytics''' in the list, and activate it. Then, paste the ID you saved from the previous step into the '''Main Configuration''' —> '''Google Analytics ID''' field.
[[File:Sb analytics settings.png|link=https://help.simplybook.me/images/c/c7/Sb_analytics_settings.png]]
[[File:Google analytics id path redesigned.png|1200px|link=https://help.simplybook.me/images/9/92/Google_analytics_id_path_redesigned.png]]
 
<br><br>
If you already have a Google Analytics account but haven't connected a SimplyBook.me Booking Website as a Data Stream, follow these steps to create one.
If you already have a Google Analytics account but haven't connected a SimplyBook.me Booking Website as a Data Stream, follow these steps to create one.
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1. Click the gear icon in the sidebar navigation.<br>
1. Click the gear icon in the sidebar navigation.<br>
2. Select '''Data streams'''.<br>
2. Select '''Data streams'''.<br>
[[File:Data streams.png|link=https://help.simplybook.me/images/2/23/Data_streams.png]]
[[File:Data streams.png|1200px|link=https://help.simplybook.me/images/2/23/Data_streams.png]]


3. Click “Add stream” and select “Web”.<br>
3. Click “Add stream” and select “Web”.<br>
[[File:Web stream.png|link=https://help.simplybook.me/images/b/be/Web_stream.png]]
[[File:Web stream.png|1200px|link=https://help.simplybook.me/images/b/be/Web_stream.png]]
 
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4. Include the website link and name for your data stream. After creating it, you will receive a measurement ID. Copy this ID and proceed to replicate '''Step 4''' from the instructions above.
4. Include the website link and name for your data stream. After creating it, you will receive a measurement ID. Copy this ID and proceed to replicate '''Step 4''' from the instructions above.
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In order to see any changes in your analytics account, Google says to wait for 24 hours. On other side you can use real time section to view live data and live events firing on your page.
In order to see any changes in your analytics account, Google says to wait for 24 hours. On other side you can use real time section to view live data and live events firing on your page.
<br><br>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' For the Google Analytics verification you need to either accept cookies in the cookie banner on the booking website/widget or disable it for widget in Settings//Main configuration in your SimplyBook.me account.</span>
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<span style="font-size: 24px;">Events</span>
<span style="font-size: 24px;">Events</span>
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<span style="display: block; width: 80%; background-color:#fef3de; padding:5px; border-radius:5px;">ℹ️ All of these events are tracked both on the booking website as a standalone page and within an iframe widget. We pass a special parameter that links the domain of the website where you've embedded the iframe, enabling the tracking of events for the [SimplyBook.me](http://simplybook.me/) booking page. It's important to note that certain Chrome Extensions, such as ad blockers, can potentially block the proper functioning of your analytics, meaning that users with such extensions installed may have their actions not tracked by Google Analytics.</span>
<span style="display: block; width: 80%; background-color:#fef3de; padding:5px; border-radius:5px;">ℹ️ All of these events are tracked both on the booking website as a standalone page and within an iframe widget. We pass a special parameter that links the domain of the website where you've embedded the iframe, enabling the tracking of events for the [SimplyBook.me](http://simplybook.me/) booking page. It's important to note that certain Chrome Extensions, such as ad blockers, can potentially block the proper functioning of your analytics, meaning that users with such extensions installed may have their actions not tracked by Google Analytics.</span>
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<br><br>
To view and confirm that events are being fired and passed to analytics, you can use the Real-Time overview. Navigate to the Google Analytics dashboard, then go to '''Reports''' and select '''Realtime'''. This will provide you with real-time insights into the events being tracked. Browse through your booking website, create a test booking.
To view and confirm that events are being fired and passed to analytics, you can use the Real-Time overview. Navigate to the Google Analytics dashboard, then go to '''Reports''' and select '''Realtime'''. This will provide you with real-time insights into the events being tracked. Browse through your booking website, create a test booking.<br>
[[File:Realtime report.png|link=https://help.simplybook.me/images/f/fb/Realtime_report.png]]
[[File:Realtime report.png|1200px|link=https://help.simplybook.me/images/f/fb/Realtime_report.png]]
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=Google Tag Manager=
=Google Tag Manager=


Step 1: Go to [https://tagmanager.google.com/ tagmanager.google.com] and register using the identical Google account you employed for Google Analytics.
Step 1: Go to [https://tagmanager.google.com/ tagmanager.google.com] and register using the identical Google account you employed for Google Analytics.<br>
Step 2: Once you've logged in, select the '''Create Account'''.
Step 2: Once you've logged in, select the '''Create Account'''.<br>
[[File:Create account tag manager.png|link=https://help.simplybook.me/images/e/ef/Create_account_tag_manager.png]]
[[File:Create account tag manager.png|1200px|link=https://help.simplybook.me/images/e/ef/Create_account_tag_manager.png]]
 
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Step 3: Write down your account name, container name and select '''Web''' as target platform. Click '''Create''' button.
Step 3: Write down your account name, container name and select '''Web''' as target platform. Click '''Create''' button.<br>
[[File:Web as target tag manager.png|link=https://help.simplybook.me/images/d/da/Web_as_target_tag_manager.png]]
[[File:Web as target tag manager.png|1200px|link=https://help.simplybook.me/images/d/da/Web_as_target_tag_manager.png]]
 
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Step 4: After successfully creating your new account, you will be presented with a tracking code similar to the one below. Copy the highlighted ID and keep it for the next step.
Step 4: After successfully creating your new account, you will be presented with a tracking code similar to the one below. Copy the highlighted ID and keep it for the next step.<br>
[[File:Highlighted tag id.png|link=https://help.simplybook.me/images/2/26/Highlighted_tag_id.png]]
[[File:Highlighted tag id.png|1200px|link=https://help.simplybook.me/images/2/26/Highlighted_tag_id.png]]
 
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Step 5: In your [https://simplybook.me/ SimplyBook.me] admin interface, access '''Custom Features''', locate '''Google Tag Manager''' in the list, and activate it. Then, paste the ID you saved from the previous step into the '''Container Identifier''' field.
Step 5: In your [https://simplybook.me/ SimplyBook.me] admin interface, access '''Custom Features''', locate '''Google Tag Manager''' in the list, and activate it. Then, paste the ID you saved from the previous step into the '''Container Identifier''' field.<br>
[[File:Paste id to simplybook side.png|link=https://help.simplybook.me/images/e/e6/Paste_id_to_simplybook_side.png]]
[[File:Tag manager container identifier redesigned.png|1200px|link=https://help.simplybook.me/images/9/95/Tag_manager_container_identifier_redesigned.png]]
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Now, your Google Tag Manager is connected to the [https://simplybook.me/ SimplyBook.me] website and ready to be used. You can create new tags, triggers, variables, and build your own analytics tracking logic.
Now, your Google Tag Manager is connected to the [https://simplybook.me/ SimplyBook.me] website and ready to be used. You can create new tags, triggers, variables, and build your own analytics tracking logic.
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' For the GTM verification you need to either accept cookies in the cookie banner on the booking website/widget or disable it for widget in Settings//Main configuration in your SimplyBook.me account.</span>
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<span style="font-size: 24px;">Tags</span>
<span style="font-size: 24px;">Tags</span>
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Let's create our first tag and configure it with Google Analytics. Follow the steps below to create a new tag.
Let's create our first tag and configure it with Google Analytics. Follow the steps below to create a new tag.


Step 1: Click '''Tags''' —> '''New'''
Step 1: Click '''Tags''' —> '''New'''.<br>
[[File:Create new tag.png|link=https://help.simplybook.me/images/6/62/Create_new_tag.png]]
[[File:Create new tag.png|1200px|link=https://help.simplybook.me/images/6/62/Create_new_tag.png]]
 
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Step 2: Configure tag
Step 2: Configure tag
* Give your tag a name
* Give your tag a name
* Click '''Tag Configuration''' —> select '''Google Tag'''
* Click '''Tag Configuration''' —> select '''Google Tag'''
* In the '''Tag ID''' field, paste your measurement ID from Google Analytics. To find your measurement ID, go to your Google Analytics account —> '''Settings''' —> navigate to '''Data Streams''' and select your previously configured data stream. Then, copy the '''Measurement ID'''.
* In the '''Tag ID''' field, paste your measurement ID from Google Analytics. To find your measurement ID, go to your Google Analytics account —> '''Settings''' —> navigate to '''Data Streams''' and select your previously configured data stream. Then, copy the '''Measurement ID'''.
* In '''Triggering''' select '''Initialization - All Pages'''. This will run tag as soon as possible.
* In '''Triggering''' select '''Initialization - All Pages'''. This will run tag as soon as possible.<br>
[[File:Tag initialization.png|link=https://help.simplybook.me/images/a/a9/Tag_initialization.png]]
[[File:Tag initialization.png|1200px|link=https://help.simplybook.me/images/a/a9/Tag_initialization.png]]
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Great! You've successfully created a new tag and connected your Google Analytics account with Google Tag Manager. To confirm that everything is functioning correctly, click on '''Preview'''. This action will initiate the '''Google Tag Manager Assistant''' and run your connected website in debug view, showing all configured tags depending on when they trigger. You can also use a separate Chrome Extension called [https://chromewebstore.google.com/detail/tag-assistant-companion/jmekfmbnaedfebfnmakmokmlfpblbfdm Tag Assistant Companion]. It runs the tag assistant instantly.
Great! You've successfully created a new tag and connected your Google Analytics account with Google Tag Manager. To confirm that everything is functioning correctly, click on '''Preview'''. This action will initiate the '''Google Tag Manager Assistant''' and run your connected website in debug view, showing all configured tags depending on when they trigger. You can also use a separate Chrome Extension called [https://chromewebstore.google.com/detail/tag-assistant-companion/jmekfmbnaedfebfnmakmokmlfpblbfdm Tag Assistant Companion]. It runs the tag assistant instantly.
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Step 1: Go to [https://www.facebook.com/events_manager2 Meta Events Manager].
Step 1: Go to [https://www.facebook.com/events_manager2 Meta Events Manager].


Step 2: Click on '''Connect data sources''' and select '''Web'''.
Step 2: Click on '''Connect data sources''' and select '''Web'''.<br>
[[File:Fb pixel data source web.png|link=https://help.simplybook.me/images/a/aa/Fb_pixel_data_source_web.png]]
[[File:Fb pixel data source web.png|1200px|center|link=https://help.simplybook.me/images/a/aa/Fb_pixel_data_source_web.png]]
[[File:Fb data source web 2.png|link=https://help.simplybook.me/images/8/83/Fb_data_source_web_2.png]]
[[File:Fb data source web 2.png|1200px|center|link=https://help.simplybook.me/images/8/83/Fb_data_source_web_2.png]]
[[File:Fb data source 3.png|link=https://help.simplybook.me/images/4/4d/Fb_data_source_3.png]]
[[File:Fb data source 3.png|1200px|center|link=https://help.simplybook.me/images/4/4d/Fb_data_source_3.png]]
 
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Step 3: Enter a name for your pixel and click '''Create pixel'''.
Step 3: Enter a name for your pixel and click '''Create pixel'''.


Step 4: Enter the URL of your '''SimplyBook.me''' website. Hit the “Check” button.
Step 4: Enter the URL of your '''SimplyBook.me''' website. Hit the “Check” button.


Step 5: Select “Do it yourself” setup method.
Step 5: Select “Do it yourself” setup method.<br>
[[File:Fb pixel do it yourself.png|link=https://help.simplybook.me/images/f/f4/Fb_pixel_do_it_yourself.png]]
[[File:Fb pixel do it yourself.png|1200px|center|link=https://help.simplybook.me/images/f/f4/Fb_pixel_do_it_yourself.png]]
 
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Step 6: Select '''Conversions API and Meta pixel''' or '''Meta pixel only''' as your setup option, then proceed by clicking '''Next'''.<br>
Step 6: Select '''Conversions API and Meta pixel''' or '''Meta pixel only''' as your setup option, then proceed by clicking '''Next'''.<br>


If you choose '''Conversions API and Meta pixel''', decide how you want to set up the Conversions API and pixel by selecting from options such as '''Set up with partner integration''', '''Set up with Conversions API Gateway''' or '''Set up manually'''. Follow the onscreen instructions to set up the pixel, Conversions API, and events based on your chosen method.<br>
If you choose '''Conversions API and Meta pixel''', decide how you want to set up the Conversions API and pixel by selecting from options such as '''Set up with partner integration''', '''Set up with Conversions API Gateway''' or '''Set up manually'''. Follow the onscreen instructions to set up the pixel, Conversions API, and events based on your chosen method.<br>


If '''Meta pixel only''' is chosen, select to '''Install code manually'''.
If '''Meta pixel only''' is chosen, select to '''Install code manually'''.<br>
[[File:Meta pixel only.png|link=https://help.simplybook.me/images/a/aa/Meta_pixel_only.png]]
[[File:Meta pixel only.png|1200px|center|center|link=https://help.simplybook.me/images/a/aa/Meta_pixel_only.png]]
 
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Step 7: On the next step, simply close the popup window, as SimplyBook.me already has all the necessary code installed on the booking page. You only need to retrieve the "Pixel ID”.
Step 7: On the next step, simply close the popup window, as SimplyBook.me already has all the necessary code installed on the booking page. You only need to retrieve the "Pixel ID”.


Step 8: Once the '''Data Source''' has been successfully created, go to '''Settings''' and copy the '''Dataset ID'''(Pixel ID). You can also find the Pixel ID on Step 6 above at the bottom of the popup (just digits).
Step 8: Once the '''Data Source''' has been successfully created, go to '''Settings''' and copy the '''Dataset ID'''(Pixel ID). You can also find the Pixel ID on Step 6 above at the bottom of the popup (just digits).
[[File:Copy pixel id.png|link=https://help.simplybook.me/images/1/15/Copy_pixel_id.png]]
[[File:Copy pixel id.png|1200px|center|link=https://help.simplybook.me/images/1/15/Copy_pixel_id.png]]
 
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Step 9: Then, head to the [https://simplybook.me/ SimplyBook.me] admin interface, access '''Custom Features''', locate the '''Facebook Pixel''' custom feature, activate it, and paste the previously copied '''Pixel ID'''.
Step 9: Then, head to the [https://simplybook.me/ SimplyBook.me] admin interface, access '''Custom Features''', locate the '''Facebook Pixel''' custom feature, activate it, and paste the previously copied '''Pixel ID'''.
[[File:Paste pixel id to simplybook admin.png|link=https://help.simplybook.me/images/d/d3/Paste_pixel_id_to_simplybook_admin.png]]
[[File:Facebook pixel id path redesigned.png|1200px|center|link=https://help.simplybook.me/images/6/6b/Facebook_pixel_id_path_redesigned.png]]
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' For the Facebook Pixel verification you need to either accept cookies in the cookie banner on the booking website/widget or disable it for widget in Settings//Main configuration in your SimplyBook.me account.</span>
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The Meta Pixel has been installed, and you're all set to pass events to Meta analytics. Here's a list of all events that SimplyBook.me sends to analytics along with their descriptions.
The Meta Pixel has been installed, and you're all set to pass events to Meta analytics. Here's a list of all events that SimplyBook.me sends to analytics along with their descriptions.
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=Useful Tools=
=Useful Tools=