Shortcuts In Google Analytics; Official Multi-Channel Funnels (MCF) Installation Checklist, Tips & Tricks

Google AnalyticsShortcuts help you get to the exact view of the data in Analytics in record time. "Rather than having to go through the "find report, add segment, change, sort" process daily, with Shortcuts you can do it once, save it, and come back to it in a single click," GA team stated.To create "Shortcuts," […]

Google AnalyticsShortcuts help you get to the exact view of the data in Analytics in record time. "Rather than having to go through the "find report, add segment, change, sort" process daily, with Shortcuts you can do it once, save it, and come back to it in a single click," GA team stated.

To create "Shortcuts," click on the "Shortcut" button found on the report's Utility Bar. Then, give your new Shortcut a name. Once named, you'll be taken straight to your report in the new "Shortcuts" section in the "Home" tab. Your report configuration has been stored, and your report shows up on the left side of the screen.

"Shortcuts" section is located in the "Home" tab, where you can find all of the shortcuts you've created, and navigate to each one. Clicking a Shortcut will "reset" the segments that are applied - so you know you'll always see the same customization every time you use a Shortcut.

"If you make any changes while viewing a Shortcut and you want to have those changes persist for the next time you view the Shortcut, just click on "Save" from the report's Utility Bar."

To manage Shortcuts -- just go to the Overview page, under the Shortcuts navigation on the "Home" tab. From this page, you can also delete any of your created Shortcuts.

  • Shortcuts can be emailed and exported like any other standard report.
  • Deleting a Shortcut will remove that report from any scheduled emails, as with deleting a custom report.
  • Shortcuts apply at the profile level, like the rest of reports in Google Analytics.

Following information is saved as part of a Shortcut:

  • Standard or custom report for context
  • Currently viewed tab on the report
  • Sort order
  • Advanced segments
  • Graphed metric

    "Notably not saved is the date range and sample size. This is because they are very dependent on the data you are looking at," informs GA team.

Google also posted a video of the webinar explaining the Multi-Channel Funnels (MCF). Per Google blog post:

How do we ensure we are tracking all our channels in a way that is optimal for these reports?
"By default, all inbound clicks that are part of a conversion path are captured by Multi-Channel Funnels. The default channel groupings that we provide then make a series of fairly reasonable assumptions to group traffic into their respective buckets," GA explains. As a user, you have two approaches to ensure that all traffic is ending up in the right place:

  1. The first option is tag all of your marketing activities in a way that matches the logic of the default channel groupings. You can find the rules behind the groups in this help center article. There is also a simple URL builder so that you can append the proper tags to your other campaigns.
  2. The second option is to create channel groupings that match the way you are currently naming and tagging your campaigns. This approach tends to be favored by those companies that want to utilize all of their historical data in MCF right away, or have technical limitations preventing them from changing the actual campaign tags. Implementation details for this approach can be found on the Analytics Help section, in this article on channel groupings.

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MCF Implementation Checklist:

  1. Install Google Analytics! Make sure that all of your webpages are tagged, and if you happen to have more than one website (yoursite1.com and yoursite.2com) or multiple domains (red.mysite1.com and blue.mysite1.com) that you are set up to use Multi-Domain tracking. This last step will ensure that you are tracking all interactions across your sites into a single customer path.
  2. Set up E-Commerce Tracking or Goals. MCF needs to know what action represents the very end of the customer path - the conversion. The conversion may be a sale, or it could be another action that's valuable for your business, like filling out a lead form or downloading a brochure. For businesses selling products online, you can measure conversions (sales) through e-commerce tracking. If you're measuring visitors that take a specific action, such as completing a form, setting up goals will suffice.
  3. Get your tags in order. For AdWords customers, make sure that your advertising account is linked to your Google Analytics profile and that auto-tagging is enabled. For other channels, such as e-mail or advertising run on other networks, our custom URL builder will help you build the tags necessary for each campaign. If you're new, be sure to learn more about channels and channel grouping.
  4. Start using the MCF reports. Once you've followed the steps above, you can find the Multi-Channel Funnels reports in the Standard Reporting tab of Google Analytics: click on "Conversions" at the left-hand side of the user interface, then click "Multi-Channel Funnels.", informs GA team.