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Google Analytics 4: How to Prepare Your Agency and Clients for the Transition

Renana Dar • Dec 15, 2022

UPDATE: Google Analytics will stop processing new data on July 1, 2023 for Universal Analytics (standard version). However, Universal Analytics 360 properties have until October 1, 2023. Google Analytics 4 is the only tool that will be available to track your website activity after those dates.

For regular website owners, the transition to Google Analytics 4 (GA4) won't mean as much— most changes will be subtle and minor. But for agencies like yours that monitor the website activity of multiple clients, understanding how it impacts each site on an individual level will be critical for delivering the best service to your clients.

The good news is that the transition to GA4 doesn't necessarily require you to start from scratch; it's built on Universal Analytics, and much of the data will be comparable. But there are some critical differences between the two versions of Google Analytics that you should understand before transitioning your agency and its clients over.

In this article, we'll give you everything you need to know to prep your clients for the upcoming change.

What is Universal Analytics?

Universal Analytics was a game-changer for the digital analytics industry when it first launched in 2012. It set a stronger standard for user data tracking, providing websites with new and improved tracking codes to better measure user behavior.

Universal Analytics is more than just a marketing tool—it's an invaluable resource that helps businesses capture more detailed and accurate insights. And with an 86% market share, it's by far the most widely used web analytics tool out there.

Combined with its other features, such as advanced segmentation, cross-device reports, and integrated data layers, Universal Analytics offers organizations of all sizes the opportunity to maximize their understanding of customer journeys and draw actionable conclusions from the data they collect.


What is Google Analytics 4, and Why is it Unique?

Google Analytics is the go-to platform for website analytics and digital marketing. With GA4, Google once again raises the bar—it provides more accurate data tracking than Universal Analytics and Analytics 360, with an emphasis on machine learning and AI to deliver insights that will help improve customer experiences.

A quick overview of GA4 features:

  • Measurement Protocols: GA4 improved the data collection process by introducing universal measurement protocols. This means that all activity from multiple sources (iOS, Android, and websites) can be collected and analyzed in one place, greatly reducing time spent on analyzing user behavior.
  • ML-Powered Modeling: GA4 uses machine learning algorithms to create more accurate models of user behavior, allowing you to identify patterns and trends that might otherwise be missed.
  • Cross-Device Tracking: GA4 makes tracking users across multiple devices easier, helping you get a more comprehensive understanding of customer journeys.
  • Goal & Event Tracking: With GA4, goal and event tracking are easier than ever. You can track goals across all devices and create customized events to get more detailed insights into user behavior.

With clearer reporting and understanding of the customer journey, agency owners can use the data to gain a deeper understanding of their clients' customers and provide even better service by tailoring strategies to meet their specific needs.

This added information also means greater transparency in client-agency relationships and more opportunities to create unique and impactful campaigns.

Google Analytics 4 vs. Universal Analytics: What the Difference?



Let's take a look at the fundamental differences between Google's previous analytics tool and its upcoming rollout:


1. GA4 moves away from cookies and towards an event-based model.


The most significant difference between Universal Analytics and GA4 is how user activity is tracked: instead of using cookies (a session-based model), GA4 uses “user-centric measurement,” an event-based data model, to track user activity.

This means that you can track individual users across multiple devices and platforms more efficiently than ever before.

2. Google Analytics 4 focuses on customer journeys rather than page views.


With Universal Analytics's session-based model, page views were at the core of its analytics engine.

GA4 collects cross-platform analytics data. It identifies the customers' journey across multiple devices, channels, and campaigns, giving businesses an unprecedented level of insight into their users' behavior.

3. The new Google Analytics uses AI and Machine Learning for data analysis.




GA4 incorporates machine learning algorithms for enhanced measurement and more accurate predictions about user behavior. This allows agencies to have an even better understanding of what works and what doesn't when crafting digital campaigns for clients.

4. GA4 offers an improved setup process with easier data-sharing capabilities.

GA4 also simplifies the setup process by introducing universal measurement protocols and advanced segmentation capabilities, meaning agencies can quickly customize their analytics tracking to fit their individual clients' needs.

Additionally, GA4 has easy-to-use data-sharing capabilities, making it easier to collaborate with clients on reporting and analysis.




Where Google Analytics 4 Shines


GA4 offers agencies more control over how they measure user activity, allowing them to gain a more comprehensive understanding of their client's customers and provide better service.

Let's examine the key advantages of GA4 for agencies.



1. Improved analysis and reporting help agencies create targeted campaigns.


GA4's in-depth analysis capabilities and intuitive reporting dashboards allow for more effective segmentation and targeting of customers.

With new demographics and interest reporting features, agencies can work with clients to create highly targeted campaigns that are better tailored to the specific needs of their customers.





2. Mapping the whole user journey makes it easier to improve the user experience.

GA4 makes it easier than ever to understand how users interact with your website or mobile app as each interaction can be associated with that same single user ID.

This helps create a longitudinal path for individual customers, making them easier to identify when they come back and providing insights into how all their interactions fit together in the grand scheme of their user journey.

3. Client communication is easy when there is a single source of truth.


Rather than having to piece data together from different reports using Universal Analytics, you instead have access to the ultimate user journey on-demand via GA4 without needing separate User-ID reporting views.

Each Universal Analytics data point used to be siloed—combining data was cumbersome, and responding to client inquiries was often challenging. GA4 simplifies this process and makes it easier to communicate with clients about their campaigns and the results they are getting.

4. SEO tracking is more accurate and comprehensive.


Google Analytics 4 makes it easier to measure and optimize for SEO performance with the new page path and page depth analysis, which shows how users interact with your content.

Agencies can analyze historical data over 7, 28, and 90 days as well as real-time data to keep them informed about their clients' website performance and track key website KPIs.

5. Deep Google Ads integration simplifies campaign tracking.



Like Universal Analytics, the new Google Ads integration shows you in-app and web conversions from Google and YouTube ads.

But it also enables you to see conversions from Facebook, search, social media, and email marketing campaigns, all in one place.

This mobile and app data integration measures the overall influence of all your marketing efforts, no matter which acquisition channel you use.

6. New reporting workflows help agencies create custom reports for clients.



When creating GA4, Google's primary goal was to help businesses track their customers through their funnels.

The platform's new "Life Cycle" report includes:

  • Acquisition
  • Engagement
  • Monetization
  • Retention

Previous versions of Google Analytics only had a single "Acquisition" report, which provided limited insights into the customer lifecycle.

It also allows users to choose a template based on the metrics they want to track, so agencies can create reports like:

  • Exploration: Custom charts and tables that measure the types of content customers are engaging with
  • Funnel Analysis: Visual representations of user journeys that help you understand where customers are dropping off
  • Path Analysis: A look at the paths users take to complete a task
  • Segment Overlap: Find where different audience segments interact with the same content
  • Individual User Explorer: A detailed view of how individual users interact with your site
  • Cohort Analysis: Evaluate the performance of specific user cohorts (e.g., people who signed up for a newsletter or purchased a product).
  • User Lifetime: Monitoring the entire lifecycle of a user from acquisition to retention.

Whether your clients are SaaS companies, eCommerce storefronts, bloggers, service providers, or all of the above, they'll love the in-depth reports you produce with GA4.

And you'll love how easy it was to do it.

Where GA4 Falls Short

Since Google Analytics 4 is such a robust platform with numerous features, it may be easy to forget that there are still some areas where the platform falls short.

1. Data migration is no easy feat.

The process of migrating to Google Analytics 4 is complex and time-consuming. Plan your migration carefully to avoid any issues. If you don't migrate your data and tags, you will lose all of your Universal Analytics historical data.

This issue only grows with your organization's size. So if you have dozens of clients, prepare for the process to take much longer.

2. The user experience isn't perfect yet.

The GA4 user interface is new and confusing. The dashboard differs from what marketers are used to, with hit types essential to how Universal Analytic properties work.

Unlike Universal Analytics, GA4 uses events instead of hit types. Hit types include page hits, event hits, eCommerce hits, and social interaction hits.

To keep the same level of progress, marketers will have to quickly adjust to this new way of categorizing data.

3. Limited custom dimensions pose challenges for some reporting needs.


Custom dimensions are the bread and butter of Google Analytics. They enable you to get a granular understanding of user behavior on your website or app.

GA4 allows for custom dimensions to segment reports, though there is a limit of 25 user-scoped and 50 event-scoped custom dimensions per property.

4. Without custom channel grouping, reporting is more limited.



Channel groupings are simply marketing channels that have been put into similar groups to make measurements and tracking more efficient for the marketer. Customizing these groupings allows for a deeper level of analysis.

GA4 enforces the use of default channel groupings, which means that marketers cannot customize or create their own. This can be a problem for organizations with large user bases, as the default groupings may not match how they want to track and measure data.

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How to Prepare Your Agency and Clients for GA4


Google has left the marketing community with an unnerving task: transitioning to a new platform and introducing it to clients in an incredibly short timeframe.

A few potential reasons for this include:

  • The slow speed of adoption prior to the forced transition caused Google to act decisively.
  • Google wanted to avoid some of the legal issues the EU has brought against them.
  • GA4 guarantees more revenue than the competition because it is designed to support Google’s advertising network—something important to Google when deciding to cut costs and get rid of technical debt from thousands of websites with legacy solutions.

But now that there is no turning back, it's time to look forward and prepare your agency and clients for the transition.

Migrating to Google Analytics 4


Note: Google Analytics 4 is an entirely new tool, separate from Universal Analytics. To set it up correctly, you must run UA and GA4 simultaneously.

According to Google's resource on adding a GA4 property, you can't import all your existing data. However, the old and new accounts will be linked, meaning you can use the Setup Assistant to migrate data from your Universal Analytics property.

Another crucial point to be cognizant of during migration is that GA4 properties don’t use the “Views” reporting structure. Instead, they use “Data Streams.” And each data stream uses a Measurement ID that acts as an identifier.

Consequently, you must connect a data stream and configure it appropriately based on whether you're joining a web or app data stream.

To set this up:

  • "Enhanced measurement" is an easy event tracking system that only requires you to flick a switch when setting up a web data stream. You won't need to change any other settings.
  • Before you install the Firebase SDK, you will be walked through data stream configuration.

The UA property won't go away until next year, but learning this process and moving your clients through it earlier rather than later will position them for success when the time comes.

Setting Up Google Analytics 4


If you are setting up the GA4 property for the first time, you'll need to follow this step-by-step tutorial:

Creating a GA4 Property


  1. You probably have a Google Analytics account already. But if you don't, head to this page.
  2. Sign in to Google Analytics and begin.
  3. New users: Navigate to the ‘Admin’ section and click ‘Create Account.’ Using this account structure, you can track analytics data for one or many distinct properties such as websites, mobile apps, or point-of-sale devices. Give your account a name that helps you easily identify their account. Consolidating helps tremendously, especially when working with numerous properties for the same account. Ideally, this would be their business name.
  4. Existing users: Go to the ‘Admin’ page, select your client's account, and head to the ‘Property’ subsection. Click ‘Create Property." If necessary, request access from your client as an Editor.
  5. Enter a name, time zone, and reporting currency. This new property will be where you view the data for your client, so give it a name and attribution that accurately reflects the purpose of this tracking.
  6. Enter the industry category, website URL, and company size.
  7. Accept Googles Terms & Conditions.


Configuring Your Data Streams


Once you've created the property and set up Google Analytics, you'll need to create a data stream. Head to the ‘Data Stream’ tab in the property settings and click ‘Add Data Stream.’

Choose whether this is a web or app data stream. Web streams are for websites. App streams are for mobile applications.

For web data streams, you can enable enhanced measurement. This provides auto-tracking events that don't require manual tagging or custom coding.

Once enabled, the ‘Enhanced Measurement’ toggle will appear in the left navigation bar of your Analytics reporting page. It's important to note that this feature must be enabled prior to collecting data.

Installing the Firebase SDK


If you're setting up an app data stream, you'll need to install the Firebase SDK. This can be done through one of these two methods:

  1. You can manually integrate the Firebase SDK into your client's mobile app using Android Studio or XCode (for iOS apps).
  2. You can use the App Store Connect and Google Play Console to upload their app directly.

Once you've completed these steps, your GA4 property should be ready for data collection. Note that if you are transitioning from a UA to a GA4 property, you'll have to wait until all of the code is changed over before collecting any data.

Adding Tags on Websites


Google Tag Manager (GTM) offers an uncomplicated way to install GA4 on your site and create custom events tailored to you via tags (gtag.js). 

You can add tags for a variety of events, such as button clicks, form submissions, and more.

To set up configuration tags, follow this guide from Google.

Also, you can watch this webinar to learn more about implementing Google Analytics 4:


Communicating the Change to Clients


When the time comes, you’ll need to explain the change and its importance to your clients.

If you don’t have much experience with GA4, educate yourself on its functionality a bit more before broaching the subject. All the major features have been documented by Google—all you have to do is familiarize yourself with them.

After you understand GA4, you can then explain it to your clients.

You’ll also want to explain why the transition is important and how GA4 will help them in the long run. Google has made a lot of changes, so besides getting familiarized with them, you should make sure they understand why these changes were implemented and what advantages they bring.

Checklist: Upgrading Clients From UA to GA4

Transitioning from Universal Analytics to Google Analytics 4 isn't the easiest.

To ensure you cover all your bases and help clients make a smooth transition, use this checklist before and during the process:

  1. Educate yourself on the changes between UA and GA4 and how to use the GA4 Setup Assistant
  2. Walk clients through the differences between UA and GA4
  3. Establish an action plan for the migration process
  4. Help clients understand why this transition is important and how GA4 will help them in the long run
  5. Make sure you know what data has to be migrated and how to do it correctly 
  6. Install Firebase SDKs on all tracked websites
  7. Assist with setting up “enhanced measurement” for all web data streams
  8. Troubleshoot any issues and closely monitor the transition progress
  9. Set up GA4 and UA properties properly before the transition
  10. Notify clients of potential disruption in analytics data during the transitional period


Which Metrics Should You Monitor in GA4?



Because Google Analytics 4 is still in its early stages, keeping track of specific metrics while you transition is essential.

To collect data from new data streams, pay close attention to the following:

Total Users

It's essential to differentiate between UA's Total Users and GA4's Active Users. The word "User" refers to different metrics in each—the new primary user metric in GA4 is Active Users, which has replaced Total Users. Although Total Users still exists, it's not as crucial as before.

Pageview

Universal Analytics defines Pageview as the total number of pages viewed, while GA4 counts web page and screen views.

If your clients' Pageviews drastically improve after switching to GA4, consider that GA4 lumps web and app views together.

Session

In GA4, we call a Session a Session Start. Each session has its own Measurement ID number, which makes it simpler to keep track of every event that takes place during that session. However, sessions in GA4 don't automatically reset at midnight.

Conversions

The main difference between UA and GA4 is that in UA, Conversions are defined by goals, whereas GA4 specifies the actions you take as conversion events.

This means that UA only counts one conversion per session for each goal while GA4 counts every occurrence, even if the event repeats itself within a single session.

Bounce Rate

Bounce Rate used to be defined by the number of single-page sessions, but it's now calculated in GA4 by the amount of time spent on the page.

This means that if a user spends more than 10 seconds on the page, they won't be counted as a bounce anymore, and their session will be considered active.

Event Count

Total Events from UA is no longer supported in GA4. In its place, Event Count was introduced as a cumulative metric that considers all actions to be events.

Duda and GA4

Duda is ready to support our customers around the transition to GA4 - we’ve added support for GA4 IDs in the platform several months ago and to make the transition easier for larger partners, we’ve also extended our API to allow controlling Google Tag ID via Site API.

You may want to update the tracking code within Duda to reflect the new measurement ID.

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Are You Ready for the GA4 Transition?



Transitioning from Universal Analytics to Google Analytics 4 isn't easy, but the process should be seamless with proper preparation and guidance.

Using the above checklist and our resources, you can help your clients successfully switch to GA4. Stay up-to-date on all of the latest changes in analytics technology and be sure to watch out for any potential issues that may arise during the transition.

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