Tooling

The Analytics module gives you access to performance tracking across web, campaigns, leads, and channels. Agencies can use this section during onboarding to enable the right features for businesses based on their reporting and performance needs.

This guide walks through the Analytics tooling options and explains what each feature does.

Accessing the Analytics Tooling Section

• Go to Tooling → Feature in the left-hand navigation.
• Select Analytics from the module list.
• The panel will display toggle switches for available Analytics features.

Analytics Features Overview

Core Features

• A/B Test: Compare different versions of landing pages or content to measure performance impact.
• Web Analytics: Access traffic, engagement, and conversion data for your website.
• Omni-Channel Analytics: Consolidate data from multiple channels (web, paid, local, social) for unified reporting.

Performance Tracking

• Email Performance: Monitor open rates, click-throughs, and engagement for email campaigns.
• External Links: Track inbound traffic sources from third-party websites.
• GA eCommerce: Capture eCommerce transaction data via Google Analytics integration.
• Inventory Reporting: Track inventory-level data for eCommerce or product-driven businesses.

Lead & Conversion Reporting

• Call Tracking: Capture and report leads generated via phone calls.
• Form Leads Tracking: Track submissions and leads generated via online forms.
• Group Leads Value: Assign and track value to grouped leads for better ROI measurement.

Executive & Summary Reports

• Executive Summary Point Form: Generate a concise, high-level performance summary for stakeholders.

Channel-Specific Performance

• Local Performance: View and track how locations perform in local search and maps.
• Organic Performance: Track organic keyword rankings, clicks, impressions, and traffic growth.

Tip: Agencies should align the toggled features with business priorities. For example, eCommerce clients will benefit from GA eCommerce and Inventory Reporting, while service-driven businesses may focus on Call Tracking and Form Leads.

Saving Your Configuration

• After enabling or disabling the desired features, click Save.
• The selected features will immediately apply to the business profile.

Key Takeaways for Onboarding

• Choose features relevant to the business model (e.g., GA eCommerce for online stores, Local Performance for multi-location businesses).
• Enable Omni-Channel Analytics for a complete cross-channel performance view.
• Use Executive Summary Point Form to simplify stakeholder reporting.
• Ensure lead tracking (Forms, Calls) is configured for businesses where conversions are critical.