Basic Google Analytics Setup Checklist: A PDF Document

By | 2017-06-16T12:48:39+00:00 July 16th, 2015|Categories: Google Analytics|

Est. Reading Time: 2 minutes

Google Analytics is a powerful tool for tracking your digital marketing performance. So powerful and versatile, in fact, that knowing the main important things to focus on during a basic setup can be challenging. And doing a search for “basic GA setup” yields pages of basic setup “checklists” that are more guides than lists. Well, fret no more! Shared below is a basic checklist (yes, an actual list you can “check”) that you can use during a basic setup or audit to ensure that you have all the important bases covered in your Google Analytics account.

Again, let me stress that this is a basic setup list. There are many other features, like event tracking and custom variables, that you should consider employing as part of your digital strategy. But as far as the bare-bones goes, that list is provided below.

Since such copious amounts of information on Google Analytics setups exist, I will not reinvent the wheel by explaining and defining each line item below. Google and other professionals in the field have done a good job of that already. What I will provide, however, are links to this information so that you don’t have to search for it.

So, please enjoy and share this basic Google Analytics setup checklist with your colleagues and internal team for usage. I know I’ve found it helpful and I hope you will too!

Basic Google Analytics Setup Checklist.pdf

Basic GA Setup Checklist--Beacon TechnologiesBasic Google Analytics Property Settings

1. Connect Webmaster Tools

2. Link AdWords

Basic Google Analytics View Settings

1, 2, & 3: View name, time zone, and default page. More on why completing the default field is important.

4. Enabling and configuring site search

5a. Exclude internal traffic filter

5b. Display subdomains filter (Image below)– This filter allows you to see the full URL string in your content reports.

Display Subdomains Google Analytics Filter- 6.25.15

6b. Setting up funnels

7. This setup will vary depending on your website and CMS. However, be aware of possible duplicate transaction tracking and use this method to prevent it.

8. Configure custom alerts and examples. We love custom alerts! It can really save your behind if something goes haywire.

9. What channel groupings are and how to configure channel groupings if you’d like to customize

10. We always create a copy of the main View for testing and other miscellaneous fiddling so that we don’t mess up the main reporting View. I encourage you to do the same!


About the Author:

Andrea Cole
With 13+ years of SEO, paid search and Google Analytics experience, Andrea is Beacon’s “chief digital strategist,” working directly with our Higher Education clients and large commercial accounts. Her in-depth review of Husson University’s website led to an overhaul of the keyword and content targets of 100+ pages within their degree and program content, significantly improving search visibility. Andrea earned a B.A. in Communication Studies from UNC Chapel Hill, is certified in Google Analytics and is invited annually to Google’s exclusive GA Summit. She recently served as an adjunct professor in Wake Forest University’s MSBA Program and led a conference seminar for improving site search and SEO in Higher Education. Andrea is also the author of The SEOptimist blog, which provides useful tips and informative articles on SEO, PPC and Web Marketing.