Analytics Onboarding Pre-Requisites
Outlines the essential steps and conditions agencies must verify before onboarding a business into Analytics.
To ensure smooth onboarding and a fast setup, please prepare the following details. Providing this information upfront will help your account manager or onboarding team configure your Analytics environment efficiently and ensure accurate data flow.
Business Information
- Business Name:
- URL:
- The names and email addresses of users who need access to Milestone Presence Cloud
Google Analytics
- Google Analytics ‘Administrator’ Access for [email protected]
Google Tag Manager
- Google Tag Manager ‘Publish Access’ for [email protected]
Next Steps
Once you have shared the required information with your account manager or onboarding contact, the setup team will complete the configuration in the platform so Analytics can begin capturing and displaying your data.
Tip for Agencies: When onboarding multiple businesses, collect all required access details (GA, GTM, and user emails) in a single spreadsheet before handover. This speeds up configuration and minimizes back-and-forth.