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Transitioning to GA4: Is this the Right Analytics Move for Your Team?

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How to Identify Whether Your Increased Traffic Is Spam

The author’s views are entirely his or her own (excluding the unlikely event of hypnosis) and may not always reflect the views of Moz.

Back in March, Google announced that the current version of Google Analytics Universal (commonly known as Universal Analytics) will be deprecated as of July 1, 2023, in favor of the new version, GA4.

As a part of this transition, Google will be dropping support and tracking for Universal Analytics (UA), which has been the standard reporting tool for millions of websites since 2012. According to Google, historic data from Universal Analytics will be accessible for “at least six months” after the July 2023 retirement date. Keeping it ambiguous, Google adds:

“In the coming months, we’ll provide a future date for when existing Universal Analytics properties will no longer be available. After this future date, you’ll no longer be able to see your Universal Analytics reports in the Analytics interface or access your Universal Analytics data via the API.”

While 2023 may seem like ample time to prepare for this transition, the truth is you need to check a few boxes sooner rather than later, especially if there are important year-over-year (YoY) metrics that need to be tracked without disruption. In short order, capturing data for next year’s YoY metrics means that your business will need to take action before the end of summer 2022 to ensure:

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  • Seamless tracking

  • YoY reporting (including access to historical data) – the full functionality you want/need from your data and analysis toolset

  • Your team is prepared to use the new tools (regardless of what new solution you choose)

Though Google “strongly encourages” users to make the transition to GA4 “as soon as possible”, we’d argue that – given the scale of the change and the work/resources it will require to properly transition to GA4 (as outlined in more detail below), now is the right time to pull up and evaluate your data tracking stack.

It’s too easy to make assumptions about needs and requirements being met based on “what we’ve always used,” and end up backed into a corner.

Instead, let’s explore this in detail and consciously select the right platform for your needs.

How is this different from the last GA platform change?

The transition from GA Classic to Universal Analytics was simple. All you needed to do was update the tracking code on your website. Your data was the same. The interface, metrics, etc. – all largely the same. That’s not the case this time around.

How are GA Universal and GA4 different?

Google made some big changes in GA4 that may take time to adjust to. This has many implications, including large differences in:

  • the interface for navigating and setting up the reports

  • the base skills/knowledge set needed for people using the new platform

  • the data set itself (GA Universal data is not compatible with GA4 data)

  • your ability to access and use YoY data

  • access to certain (well-loved) functionality, and even some metrics. Some will no longer be available OR require a thorough setup to access.

In short, GA4 is quite literally a re-imagining of how to track and measure website interaction. Much like the transition from USB to USB-C, this means changes to systems/processes, tools, skills/training, and potentially your annual budget, to ensure a smooth transition.

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1. Reimagined reporting interface

The most glaring difference between Universal Analytics and GA4 is the reporting interface.

Compared to Universal Analytics, GA4’s interface is more simplified and streamlined. This is because some of the metrics, views, and reports you see in Universal have either been removed or replaced.

The updated interface looks much like Google Data Studio in the way analytics are presented. So if you’re familiar with Data Studio, then navigating GA4’s interface may be more intuitive for you.

The Universal Analytics reporting dashboard.
The new GA4 dashboard.
The new GA4 reporting dashboard.

Still, changing from what’s known and normal always comes with some level of pain and processing. Even for those who are well-trained in the world of Universal Analytics, adjusting to a new reporting interface will come with some confusion – and perhaps some roadblocks and resistance.

2. Evolving terminology

Once you start perusing the new interface, you’ll notice that Google has changed some of the terminology. “Behavior” is now “Engagement”, “Segments” have become “Comparisons”, and “Channels” is now “User Acquisition”. The “All Pages” reports have been renamed as “Pages and Screens”.

Google has also reorganized the “Audience” reports, and the information that used to be in the “Audience” reports are now in other sections, including “User” and “Acquisition” sections.

Navigating GA4 won’t necessarily be a frictionless experience, especially for those who are regularly immersed in Universal Analytics.

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Sidebar menu reorganization.
Access to reports have been reorganized and renamed. Compare UA on the left, and GA4 on the right.
New GA4 exploration feature.
The new GA4 exploration feature.

3. Updated measurement models

Universal Analytics and GA4 use different measurement models. While UA relies on a session- and pageview-based data model, GA4 stands on an event-based model. With GA4, any interaction can be recorded as an event.

The somewhat confusing thing about this change is that, in UA (and all previous versions of Google Analytics), an event has an action, category, label, and its own hit type. But in GA4, there is no action, category, or label.

ALL hits are events, and events can contain parameters.

…They don’t have to, though.

For example, in GA4, you can have an event called page_view, and this event can contain parameters: page_title, page_referrer (previous page URL), and page_location (current page URL).

Events in GA4 are grouped into four categories:

  1. Automatically-collected events: You don’t have to manually activate these events. GA4 automatically tracks them when you install the GA4 base code. Examples include first_visit, session_start, and user_engagement.

  2. Enhanced measurement events: GA4 also collects these events automatically, but you’ll need to enable (or disable) enhanced measurement settings in your Data Stream depending on your website functionality. These events include outbound clicks, scrolls, file downloads, and site searches.

  3. Recommended events: These events are not implemented in GA4, but Google recommends that you set them up. If you need an event that’s not collected automatically or is not a part of the enhanced measurement events, you can check for it in recommended events. Examples of recommended events include sign_up, login, and purchase.

  4. Custom events: These are events that you can create and implement by yourself. You should only use custom events when you need to track an event that you can’t find in the first three categories. You’ll need to write and design custom code to implement the custom event you want to track. Fortunately for the less code-savvy, Google has rolled out a tool to assist in importing custom events from Universal Analytics to GA4.

Overall, this approach actually allows more flexibility and configurability to WHAT is measured on your site.

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However, with more flexibility comes more set up and forethought, so having a documented measurement plan is HIGHLY recommended for GA4.

4. New BigQuery functionality

If you use BigQuery, then you’ll be happy to know that GA4 connects natively to it. With Universal Analytics, the only way users can export data from GA is through the enterprise version (GA360). But with GA4, users can export data at no additional cost.

Keep in mind the way data is structured in GA4 is different from how it’s structured in Universal Analytics. So you might need to remap your GA4 data before you’ll be able to move it into BigQuery (we find this GA3 to GA4 tool helpful in formatting historical data to align with GA4.) Once you’ve done that, you’ll be able to run SQL queries more easily.

The BigQuery integration is available, so we definitely recommend setting it up ASAP. Why? Well, GA4 only stores data for a maximum of 14 months (and default settings are only two months), so for accurate YoY comparisons, you’ll need to rely on this year’s BigQuery datasets you gather now or suffer the losses.

Screenshot with blue arrow pointing to new BigQuery integration.

5. Removed functionality

Some existing features like views, custom metrics, and content groups will no longer be supported. If your team relies on these existing features, adapting to GA4 will likely involve figuring out how to fill certain measurement gaps. And if the transition becomes too compromising and painful, keep in mind that there are alternatives.

As you’ve likely gathered, moving from GA Universal to GA4 is not a light undertaking. Between adapting to GA4’s new reporting and measurement models and learning its revised labeling and terminology, it’s going to be a heavy transition no matter what your situation entails. Consequently, now is the time to verify that the outcome of all this work will in fact meet your needs.

What does this mean for you and your company?

All users of Universal Analytics (that’s close to… well, everyone, really), will need to start planning for how and where to continue measuring your website performance.

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You’ll also need to take action to save your data for 1) posterity and 2) YoY reporting, given that the data set is NOT compatible, nor will be available to you (if you don’t take steps to preserve it). AKA: we also need to plan for when this needs to happen.

In terms of the how and where, ultimately, there are three primary options (four if your team takes a hybrid approach of combining options 2 and 3), each of which is outlined below.

1. Adopt GA4 and update any current measurement programs

The first option is the big one on most people’s minds. That is, opting to use GA4 and taking the proper steps to preserve data integrity and seamless measurement.

If you determine that GA4 is the right fit, the major boxes to check involve identifying measurement gaps and revising KPIs (or measurement protocols) to fill these gaps. You’ll also need to start collecting data (now) for later YoY reporting needs, as well as ensuring your team is up-to-speed on the new GA4 interface.

Given that the interface in GA4 is considerably different from the interface in Universal, any teams currently using the latter will likely require additional time and training to adapt to the new structure.

2. Move to a different hosted analytics platform

Due to some of the identified gaps, we’re exploring options for both free and paid alternatives to GA4 for our own team. Among the free analytics tools worth considering are Clarity, Clicky, and Mixpanel. While the free versions of these tools are great, some offer upgradeable paid options for more robust capacity/capabilities.

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Some businesses may find that their requirements are better met by moving to paid tools or premium versions of certain analytics products. Of those worth exploring are Matomo, Adobe Analytics, Heap, Kissmetrics, Heap, and Woopra. The latter two offer free plans but, in our experience, they’re highly limited.

Keep in mind that not all of these analytics tools offer the same level of utility and features, and don’t forget about privacy and security to support GDPR and CCPA regulations, a growing concern for many brands.

While any new tool would require onboarding, many of them offer training as part of the client onboarding process. Most of these analytics options also offer a free trial, so you can vet a platform hands-on before committing to it.

3. Implement an on-premise/first-party data tracking solution (enterprise solution)

On-premise/first-party enterprise solutions can deliver greater utility, privacy, and compliance, depending on how they’re leveraged. Platforms like Matomo and Countly do offer on-premise implementation, meaning that your company would own ALL of the user data, instead of being passed through to Google Analytics (or any other third party).

If you have other owned digital platforms, coupling an on-premise analytics suite with solutions like Looker (owned by Google!) or PowerBI can allow you to access data across different teams and properties easily.

Please note that the implementation of this approach requires fairly heavy dev/engineering collaboration.

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How should you evaluate alternative analytics tool sets?

When exploring alternative analytics options, there are many important considerations you’ll want to evaluate. Here are several key factors to help get you started:

  • Data ownership: Who actually owns the data? This can be a much larger conversation for companies in regulated industries where more than just marketing stakeholders are involved.

  • Privacy concerns: More than data ownership, where is the analytics data being hosted? This means the physical location of the servers where this data is stored. If you require GDPR-compliance, this is essential to know—and get right.

  • Accessibility: Will you have access to raw data? How long is data retained? Some analytics platforms will vary.

  • Native reporting: What sort of native reporting capabilities are there, and does the platform integrate into your company’s preferred reporting tools (e.g. Google Data Studio, Tableau, PowerBI, etc.)?

  • Attribution modeling: How are certain events like conversions determined and assigned across user touchpoints and channels? Does their model align with your attribution definitions? Think about last touch, first touch, etc., across the entire user journey.

  • Event & transactions tracking: What out-of-the-box event tracking is available? How do you add user ID tracking, and is it still secure and compliant? E-commerce stores and affiliate marketers may have unique challenges here, especially when it comes to communicating with your web platform, e.g. Shopify.

  • Campaign tracking: How does the system report on custom campaign metrics? These include things like UTMs and tracking URLs you get from the various ad platforms you may use.

  • Custom tracking: Is custom tracking an option? Does the platform provide their own tag manager, or can you use the tried-and-true Google Tag Manager (that’s probably already installed on your website)? Are there server-side tracking options?

  • Cross-domain tracking: Is the analytics platform capable of tracking user activity across more than one domain that you own?

  • Data importing: Can you import your old Google Analytics data, seamlessly or otherwise?

  • Cost: More than just ongoing monthly/annual fees to use the platform, what set-up fees, implementation costs, and ongoing maintenance efforts are required of you and your team?

There’s clearly a lot to consider when weighing various analytics alternatives. The thought-starters above offer some of the most important considerations to keep in mind. But deciding which data solutions will check the most pertinent boxes for your business can be a time-consuming undertaking in and of itself. To help make this vetting process a bit easier, you can make a copy of this Google Sheet template: Data Solution Option Vetting, which already lists several alternatives.

When should you make the transition from Universal Analytics to GA4?

In the case that you and your team decide to make the transition to GA4, you’ll need to get your ducks in a row sooner than later. The summer of 2023 may seem like ample time to prepare, but your team should start to take prompt action in:

  • deciding on a measurement solution,

  • preserving historic data, and

  • potentially implementing this solution prior to the end of summer 2022, and certainly prior to year’s end.

“Potentially” because some solutions – #3 from above – will simply require more time to implement.

Your data is safe for now: Google will not be removing/deleting your Universal data until the end of 2023. However, to reiterate, if you want to preserve your ability to do YoY reporting, you should take action sooner versus later.

There are some paid solutions to aid this process, but no one is really leading the pack on this one yet. This tool mentioned above can be helpful, however, a complete data export is still a necessary heavy lift.

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For now, you can certainly export any of your favorite Google Analytics reports to Excel or Google Sheets using the Export function within the Google Analytics interface. Currently, only GA 360 users have seamless options for exporting their Google Analytics Universal data.

Moving forward

While many current Universal Analytics users will naturally default to GA4, hopefully by now, you’re well attuned to your options. It’s one thing to follow the herd, but it’s another thing to understand the features and limitations of GA4, as well as other analytics platforms, and how those considerations align with your needs and potentially those of your clients.

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How To Develop a Great Creative Brief and Get On-Target Content

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How To Develop a Great Creative Brief and Get On-Target Content

Every editor knows what it feels like to sit exasperated in front of the computer, screaming internally, “It would have been easier if I’d done it myself.”

If your role involves commissioning and approving content, you know that sinking feeling: Ten seconds into reviewing a piece, it’s obvious the creator hasn’t understood (or never bothered to listen to) a damn thing you told them. As you go deeper, your fingertips switch gears from polite tapping to a digital Riverdance as your annoyance spews onto the keyboard. We’ve all been there. It’s why we drink. Or do yoga. Or practice voodoo.

In truth, even your best writer, designer, or audiovisual content creator can turn in a bad job. Maybe they had an off day. Perhaps they rushed to meet a deadline. Or maybe they just didn’t understand the brief.

The first two excuses go to the content creator’s professionalism. You’re allowed to get grumpy about that. But if your content creator didn’t understand the brief, then you, as the editor, are at least partly to blame. 

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Taking the time to create a thorough but concise brief is the single greatest investment you can make in your work efficiency and sanity. The contrast in emotions when a perfectly constructed piece of content lands in your inbox could not be starker. It’s like the sun has burst through the clouds, someone has released a dozen white doves, and that orchestra that follows you around has started playing the lovely bit from Madame Butterfly — all at once.

Here’s what a good brief does:

  • It clearly and concisely sets out your expectations (so be specific).
  • It focuses the content creator’s mind on the areas of most importance.
  • It encourages the content creator to do a thorough job rather than an “it’ll-do” job.
  • It results in more accurate and more effective content (content that hits the mark).
  • It saves hours of unnecessary labor and stress in the editing process.
  • It can make all the difference between profit and loss.

Arming content creators with a thorough brief gives them the best possible chance of at least creating something fit for purpose — even if it’s not quite how you would have done it. Give them too little information, and there’s almost no hope they’ll deliver what you need.

On the flip side, overloading your content creators with more information than they need can be counterproductive. I know a writer who was given a 65-page sales deck to read as background for a 500-word blog post. Do that, and you risk several things happening:

  • It’s not worth the content creator’s time reading it, so they don’t.
  • Even if they do read it, you risk them missing out on the key points.
  • They’ll charge you a fortune because they’re losing money doing that amount of preparation.
  • They’re never going to work with you again.

There’s a balance to strike.

There’s a balance to be struck.

Knowing how to give useful and concise briefs is something I’ve learned the hard way over 20 years as a journalist and editor. What follows is some of what I’ve found works well. Some of this might read like I’m teaching grandma to suck eggs, but I’m surprised how many of these points often get forgotten.

Who is the client?

Provide your content creator with a half- or one-page summary of the business:

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  • Who it is
  • What it does
  • Whom it services
  • What its story is
  • Details about any relevant products and services

Include the elevator pitch and other key messaging so your content creator understands how the company positions itself and what kind of language to weave into the piece.

Who is the audience?

Include a paragraph or two about the intended audience. If a company has more than one audience (for example, a recruitment company might have job candidates and recruiters), then be specific. Even a sentence will do, but don’t leave your content creator guessing. They need to know who the content is for.

What needs to be known?

This is the bit where you tell your content creator what you want them to create. Be sure to include three things:

  • The purpose of the piece
  • The angle to lead with
  • The message the audience should leave with

I find it helps to provide links to relevant background information if you have it available, particularly if the information inspired or contributed to the content idea, rather than rely on content creators to find their own. It can be frustrating when their research doesn’t match or is inferior to your own.

How does the brand communicate?

Include any information the content creators need to ensure that they’re communicating in an authentic voice of the brand.

  • Tone of voice: The easiest way to provide guidance on tone of voice is to provide one or two examples that demonstrate it well. It’s much easier for your content creators to mimic a specific example they’ve seen, read, or heard than it is to interpret vague terms like “formal,” “casual,” or “informative but friendly.”
  • Style guide: Giving your content creator a style guide can save you a lot of tinkering. This is essential for visuals but also important for written content if you don’t want to spend a lot of time changing “%” to “percent” or uncapitalizing job titles. Summarize the key points or most common errors.
  • Examples: Examples aren’t just good for tone of voice; they’re also handy for layout and design to demonstrate how you expect a piece of content to be submitted. This is especially handy if your template includes social media posts, meta descriptions, and so on.

All the elements in a documented brief

Here are nine basic things every single brief requires:

  • Title: What are we calling this thing? (A working title is fine so that everyone knows how to refer to this project.)
  • Client: Who is it for, and what do they do?
  • Deadline: When is the final content due?
  • The brief itself: What is the angle, the message, and the editorial purpose of the content? Include here who the audience is.
  • Specifications: What is the word count, format, aspect ratio, or run time?
  • Submission: How and where should the content be filed? To whom?
  • Contact information: Who is the commissioning editor, the client (if appropriate), and the talent?
  • Resources: What blogging template, style guide, key messaging, access to image libraries, and other elements are required to create and deliver the content?
  • Fee: What is the agreed price/rate? Not everyone includes this in the brief, but it should be included if appropriate.

Depending on your business or the kind of content involved, you might have other important information to include here, too. Put it all in a template and make it the front page of your brief.

Prepare your briefs early

It’s entirely possible you’re reading this, screaming internally, “By the time I’ve done all that, I could have written the damn thing myself.”

But much of this information doesn’t change. Well in advance, you can document the background about a company, its audience, and how it speaks doesn’t change. You can pull all those resources into a one- or two-page document, add some high-quality previous examples, throw in the templates they’ll need, and bam! You’ve created a short, useful briefing package you can provide to any new content creator whenever it is needed. You can do this well ahead of time.

I expect these tips will save you a lot of internal screaming in the future. Not to mention drink, yoga, and voodoo.

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This is an update of a January 2019 CCO article.

Get more advice from Chief Content Officer, a monthly publication for content leaders. Subscribe today to get it in your inbox.

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Cover image by Joseph Kalinowski/Content Marketing Institute

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Quiet Quitting vs. Setting Healthy Boundaries: Where’s The Line?

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Quiet Quitting vs. Setting Healthy Boundaries: Where's The Line?

In the summer of 2022, we first started hearing buzz around a new term: “Quiet quitting“.

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Microsoft unveils a new small language model

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Microsoft unveils a new small language model

Phi-3-Mini is the first in a family of small language models Microsoft plans to release over the coming weeks. Phi-3-Small and Phi-3-Medium are in the works. In contrast to large language models like OpenAI’s ChatGPT and Google’s Gemini, small language models are trained on much smaller datasets and are said to be much more affordable for users.

We are excited to introduce Phi-3, a family of open AI models developed by Microsoft. Phi-3 models are the most capable and cost-effective small language models (SLMs) available, outperforming models of the same size and next size up across a variety of language, reasoning, coding and math benchmarks.

Misha Bilenko Corporate Vice President, Microsoft GenAI

What are they for? For one thing, the reduced size of this language model may make it suitable to run locally, for example as an app on a smartphone. Something the size of ChatGPT lives in the cloud and requires an internet connection for access.

While ChatGPT is said to have over a trillion parameters, Phi-3-Mini has only 3.8 billion. Sanjeev Bora, who works with genAI in the healthcare space, writes: “The number of parameters in a model usually dictates its size and complexity. Larger models with more parameters are generally more capable but come at the cost of increased computational requirements. The choice of size often depends on the specific problem being addressed.”

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Phi-3-Mini was trained on a relatively small dataset of 3.3 trillion tokens — instances of human language expressed numerically. But that’s still a lot of tokens.

Why we care. While it is generally reported, and confirmed by Microsoft, that these SLMs will be much more affordable than the big LLMs, it’s hard to find exact details on the pricing. Nevertheless, taking the promise at face-value, one can imagine a democratization of genAI, making it available to very small businesses and sole proprietors.

We need to see what these models can do in practice, but it’s plausible that use cases like writing a marketing newsletter, coming up with email subject lines or drafting social media posts just don’t require the gigantic power of a LLM.



Dig deeper: How a non-profit farmers market is leveraging AI

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