22
Advanced Remarketing Using Customer Data Simplified Reporting Documentation Ideas

Advanced Remarketing in Google Analytics Using CRM Data

Embed Size (px)

DESCRIPTION

Learn how to use Universal Analytics and dimension widening to import CRM data into Google Analytics, and then remarket to those segments. I also share my tips for organising a large Google Analytics implementation, plus a trick to simplifying your reporting with Custom Metrics. This talk was given at MeasureCamp London on 20th September 2014. The organisation document referenced in this presentation will be uploaded separately. Find out more at: www.metricmogul.co.uk @edbrocklebank

Citation preview

Page 1: Advanced Remarketing in Google Analytics Using CRM Data

A d v a n c e d R e m a r ke t i n g U s i n g C u s t o m e r D a t a !

S i m p l i f i e d R e p o r t i n g !

D o c u m e n t a t i o n I d e a s

Page 2: Advanced Remarketing in Google Analytics Using CRM Data

@ e d b r o c k l e b a n k D a t a I n s i g h t C o n s u l t a n t

M e t r i c M o g u l e d @ m e t r i c m o g u l . c o . u k

Page 3: Advanced Remarketing in Google Analytics Using CRM Data

! Documenting Stuff

Page 4: Advanced Remarketing in Google Analytics Using CRM Data

4

Event Naming Conventions "

Use past tense for Event Actions.

!They should make a sentence if you put

someone’s name in front of them.

!- No need to look at Event Category to make

sense of actions - Easy to understand for someone new to

Google Analytics

@edbrocklebank

Page 5: Advanced Remarketing in Google Analytics Using CRM Data

Documentation

5

Create A Master Document "

There should be a single document in your

organisation that outlines how your implementation is

set up.

!

This way anybody in your organisation can quickly

understand how everything is set up.

!

As soon as the implementation changes, the document

should be updated.

The different account, properties and views#What events mean#What metrics and dimensions are used for#What the goals do#Where events fire#

@edbrocklebank

Page 6: Advanced Remarketing in Google Analytics Using CRM Data

6

The Master Document Tabs $

1 2 3 4

Guidelines Site Structure Account Structure Events

5 6 7 8

Custom Dimensions Custom Metrics Matrices Ecommerce

@edbrocklebank

Page 7: Advanced Remarketing in Google Analytics Using CRM Data

7

The Master Document "

@edbrocklebank

Tweet me for the document!

Page 8: Advanced Remarketing in Google Analytics Using CRM Data

! How Custom Metrics Simplify Reporting

Page 9: Advanced Remarketing in Google Analytics Using CRM Data

Documentation

9

The Challenge "

“Show me a breakdown of how often videos on site are watched, and if people reach the end.”

@edbrocklebank

Page 10: Advanced Remarketing in Google Analytics Using CRM Data

10

1: Using Events, CDs, Standard Reports "

Difficult to pair up ‘Played Video’ and

‘Video Ended’ event actions by Video

ID unless data is exported.

Video ID in custom dimension

@edbrocklebank

Page 11: Advanced Remarketing in Google Analytics Using CRM Data

11

2: Using Events, CDs, Custom Reports "

Better. We have now grouped events

by Video ID, but it still requires

clicking.

@edbrocklebank

Page 12: Advanced Remarketing in Google Analytics Using CRM Data

12

3: Using Custom Metrics and Custom Reports "

1. Creating two custom metrics in the

Admin Interface

1. Set these custom metrics when the

appropriate event is triggered

@edbrocklebank

Page 13: Advanced Remarketing in Google Analytics Using CRM Data

13

3: Using Custom Metrics and Custom Reports "

Perfect.

!- No need to export data. - Report is human readable (we’ve got rid of the ‘Total

Events’ metric which might confuse people) - No need for clicking

Custom metricsCustom dimension

@edbrocklebank

Page 14: Advanced Remarketing in Google Analytics Using CRM Data

14

If that didn’t make sense, watch this! "

@edbrocklebank

http://www.metricmogul.co.uk/custom-metrics-make-reports-easier-read/

Page 15: Advanced Remarketing in Google Analytics Using CRM Data

! Remarketing on Customer Data

Page 16: Advanced Remarketing in Google Analytics Using CRM Data

16

The Challenge $

“We’ve compiled a list of people we think are going to buy a Chromecast

in the next month. !

I want you to get them to the site and buying!”

!

PS recently (mid 2014) Google removed the ability to remarket via PPC, so we can now only

use the search display network :(

@edbrocklebank

Page 17: Advanced Remarketing in Google Analytics Using CRM Data

17

Implementing the Solution "

1. We already assume that you track

User ID in a custom dimension

2. Get the list of user IDs for everyone

who is in the ‘likely to buy’ segment

and create a spreadsheet with a

‘chromecast' column.

@edbrocklebank

Page 18: Advanced Remarketing in Google Analytics Using CRM Data

18

Implementing the Solution "

3. Create a new custom dimension in

your GA account (make sure Scope

matches your User ID)

4. Set up a data import and upload

your spreadsheet. (You can automate this using the Google APIs if you want)

chromecast

@edbrocklebank

Page 19: Advanced Remarketing in Google Analytics Using CRM Data

19

Implementing the Solution "

5. Create a remarketing list, using the condition

custom dimension ‘chromecast’ = 1

6. Set up an AdWords

campaign using this

Audience list

@edbrocklebank

Page 20: Advanced Remarketing in Google Analytics Using CRM Data

20

How it works $

When someone visits the website who is known

(ie they have logged in previously) Google

Analytics will set the ‘chromecast’ dimension to

1.

!

From that point on, they will be shown the

correct ad.

!

After they buy, don’t forget to set the custom

dimension chrome cast to 1.

@edbrocklebank

Page 21: Advanced Remarketing in Google Analytics Using CRM Data

21

It’s not perfect $

Person must have logged in to the site at some

point#

Person must return to the website/app before

they are entered in to the audience#

@edbrocklebank

BUT this technique is useful for more than just remarketing. You can upload segments (e.g. customer lifetime value) and then view how their behaviour differs in Google Analytics. You can also write the segment to the data layer, then use an A/B testing tool to change the home page to show more relevant content.

http://www.metricmogul.co.uk/tracking-customer-lifetime-value-in-google-analytics/

Page 22: Advanced Remarketing in Google Analytics Using CRM Data

THANK YOU%