[MUSIC PLAYING]
KRISTA SEIDEN: Hey, everyone.
I'm Krista Seiden.
And today, I'm joined by Matt who is a product
manager on Google Analytics.
We're going to walk you through the Setup Assistant in Google
Analytics 4 and show you how you can
use it to help you migrate from Universal Analytics
to Google Analytics 4.
Matt will walk things like migrating your conversions,
your audiences, and all the really cool things
that you can do with this assistant.
So with that, I'm going to hand it over to Matt,
and he's going to dive right in and show you.
MATT MATYAS: Thanks so much, Krista.
And hello, everyone.
I'm really excited to be here to show
you the latest and the greatest with the Setup Assistant.
So this is, as Krista mentioned, a great set
of tools that are going to help you
migrate from Universal Analytics to Google Analytics 4.
To get in, simply load up your Google Analytics Universal
Analytics property.
So here, you can see that I've got a demo one already loaded
up.
To get into the Setup Assistant, go
right on into the Admin section from the Home screen here.
And then you'll notice, at the very top of the Property
column, is a GA4 Setup Assistant.
Click right on in.
And here, you can see a couple of options
that we have for using the Setup Assistant.
The first one here is a wizard that we've
created that does a lot of work for you.
It'll create a brand new GA4 property
and copy it and many settings over from Universal Analytics.
To use that, you simply click the Get Started button.
And then, up comes a pop-up which shows you a bit more
information about exactly what data we're copying over
from Universal Analytics.
If this looks good to you, you go ahead
and click the Create and Continue button.
And next, what we're going to do is load up a screen
to help reuse your site tags.
If you're using gtag.js or Google Tag Manager,
we have really good news.
You don't have to retag your site at all because we
can reuse those tags for GA4.
Or if you prefer a more manual approach,
you can click here to simply install a brand new Google Tag.
Click the Next button.
And here, if you're using a content management system,
or if you want to install a tag manually,
we'll give you the appropriate instructions.
Once you're all set, go ahead and click Done.
And now, we go right back into the Setup Assistant,
and it refreshes the page.
Congratulations.
You now have a GA4 property.
So here you can see some very basic information on it
as well as a link right in the center here
that leads into the new property.
Let's go ahead and click it to load it up.
What now happens is a brand new tab loads up this brand
new property.
And you can see the Setup Assistant experience
inside of GA4.
On the main page, there's a series of steps
that we want most customers to go through
to be able to help them understand how
to set up Google Analytics 4.
As you scroll down the page, you can
see that these steps are organized
by a series of groups--
data collection, property settings,
and, if you're an advertiser, some advertising settings.
And at the very end, we also have some advanced setup
options if you're an advanced user of Google Analytics.
You'll notice, as you look at each of these items,
they're organized with a quick introduction
to what the item is as well as a Learn
More link to help you get educated
if you're not familiar with any of these items.
And then off to the right, you'll
see statuses if we've been able to detect if you've set up
this particular item as well as an arrow which gives you
some actions that you can take to go ahead and set up
any given item.
Let's take a look at Conversions, for example,
under Property settings.
When you hover over it, it looks like it's telling
you haven't started yet.
But note, you can see, in Universal Analytics,
you had five goals that you were measuring.
So here you can see, ah, I've got some more
work to do to go ahead and configure my conversions over
in Google Analytics 4.
So that's where you're going to use this arrow button here.
And when you click in, a few options
open up to help you get set up in GA4.
The first one is a wizard that we've
built to help you migrate your data from Universal
Analytics over to GA4.
If you prefer a more manual approach, that's OK too.
And we have a link here that will take you to the page
where you can set it up directly in GA4.
For this demo, let's look at the wizard we've created,
which makes it very easy to migrate data into GA4.
With a single click, you'll see a new table loads up here.
And it shows you all of the goals
that we were able to find in the connected Universal Analytics
property.
You can see, by default, we've selected all of them
for migration over to GA4.
If there's one that you don't want or need,
you can simply unclick the box, and we
won't migrate it for you.
In the center column here, you can
see we're converting from a Universal Analytics goal
name, Brochure Download, for example,
over to more GA4-appropriate syntax, brochure_download.
You're welcome to make edits here if needed.
And once this looks good to you, simply
click the button up at the top.
There's a reminder here that, depending
on your tagging configuration, you may have more work to do.
If you're using, again, Google Tag Manager or the gtag.js
snippet, you're good to go.
Let's go ahead and click to continue.
And we are sent right back into the Setup Assistant.
And as the page reloads, you're able to see
the status is updated now.
We can now see five conversions have been configured
in GA4, just like you had five goals set up
in Universal Analytics.
Great.
If you now feel like you're complete with all
your conversion migration, click the arrow once more,
and mark the item as complete.
What this does, you can see, is the styling now indicates
this item is complete.
And the progress bar up top starts
to record some of the progress you're making.
It's a very handy feature if you're
collaborating on this property with many other administrators.
You can all see the progress that you're making.
Next, let's scroll down the page a little bit further,
and let's look at Google Ads links.
Once again, you can see this has not been started.
And by hovering over, you can see, ah,
my Universal Analytics property was linked to four Google Ads
accounts.
All right, I have some work to do here.
Let's click on in.
Once again, I can configure this through a wizard or manually.
Let's take a look at the wizard.
And here, you can see four Google Ads accounts
that I was linked to from Universal Analytics.
Again, they're all selected by default
to be imported into GA4.
If you don't want one, simply uncheck the box,
and away you go.
We also make it easy to adjust personalized advertising
settings if you need to.
Once this is all looking good to you,
click the button up top to Import.
There's also a reminder here that you
may have more configuration to go in Google Ads
after you've copied data to GA4 to fully activate
Google Analytics conversions and audiences inside of Google Ads.
For now, let's go ahead and click
to import these links over to GA4.
We're returned, once again, to the Setup Assistant.
And as the page refreshes, now you'll
note we have three ads links that are showing up here
as configured.
That's wonderful.
So the wizard helped you to complete that setup.
And once again, let's mark this step as complete
if you feel like you are done here.
Now let's look at one more item here.
Let's look at migrating users.
So, of course, you can add users to your Google Analytics
properties.
In this case, you had a handful added to Universal Analytics.
And you can see a handful already are in GA4.
You may have more work to go.
And if you do, let's go ahead and click here.
And once again, you can manage users
manually or through a wizard.
Let me show you what it looks like through the wizard.
In this case, this tool is a Google Sheets add-on.
So by clicking into the wizard, we're
sending you to a help article which walks you
through how to do this.
There are basically three steps involved in using this tool.
Well, first, before you go into the three steps,
you have to install a Google add-on.
And you can see right here, we give you a link to it
as well as show you screenshots as what it will look
like when you're doing that.
Once you've configured the add-on, you
can use this tool to, number one,
import your users from Universal Analytics, two,
sometimes you have to make some decisions
on what permissions to give them,
and then, three, export those users to Google Analytics 4.
This help article will walk you through all those steps
and show you some screenshots of what it looks like.
Once you create a new sheet and you've
added that add-on, under the Extensions,
you'll see a GA4 Migrator add-on.
And when you float over it, you get an option
to migrate users to GA4.
Inside of your Google Sheet, you'll
get a panel that looks like this that
helps you, number one, for step one,
select an account and a property from Universal Analytics
that you want to pull users in from.
And then, two, you're going to see the users load
up as well as the permissions that we
found from Universal Analytics.
Sometimes, you have to make a decision
if the users had multiple permission
types across from many views.
Once you click the appropriate permission for the user,
you'll note that you'll go from this yellow decision required
into a green ready-to-migrate state.
And finally, step three, select a GA4 property
you want to save this data into.
Click the Migrate button, and you're done.
All right, so back into the Setup Assistant,
you would now see these users load up under Manage Users.
And the account should update to the appropriate number for you.
And once the step is complete, mark it as complete.
The final thing I'm going to show is at the very bottom
here, we have a section for Advanced Setup
if your usage of Google Analytics
involves any of these steps--
data import, linking to BigQuery, user ID, et cetera.
These are some configurations that
are popular with many of our customers.
And once again, you can see some statuses off
to the right and also options to help go ahead
and get some items configured.
And again, when you've completed each item, mark it as complete.
That completes the demo of the Setup Assistant.
I hope this tool helps you out in your migrations
to Google Analytics 4.
KRISTA SEIDEN: As you can see, this tool
makes it so much easier to migrate things like your ads
links, your users, your conversions, and all
of the other things included here.
I think it's a great way to help you get started with Google
Analytics 4 even faster.
And I hope you give it a try today.