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✔ Account Setup
Create New Account
Load Appropriate Snapshot
Setup the Clients Location and Information.
Setup Email Domain - Agency Settings1
Setup Phone Number
Integrate with Google & Facebook
Setup Custom Values
Reputation Setup
User Setup
🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
Step 1.2 - Color Changes & Logo Swap
Step 1.3 - Coupons Left Script
Step 2 - Color Changes & Logo Update
Step 2 - Copy Form, Options & Integration
Custom Values for Funnel
Step 3 - Funnel Scripts
Setting Up Funnel Reporting
⚙ Custom Values
🚿 Pipeline Setup
🔫 Triggers Setup
Trigger Activation & Editing
$99 New Patient Triggers
Teeth Whitening for Life Triggers
📲 Editing Campaign Sequences
☎Call Tracking Setup
Call Swapping (Website)
Creating a Number Pool (Website)
🧪 Testing Campaign & Live
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4min

Step 4.2 - Send Leads to Google Analytics

⭐This is a continuation of the previous step and starts off where Step 4.1 - Send Leads to Google Sheetsleaves off.

Before we continue with Zapier, we need to log into the Google Analytics account of of the client and create a goal. Do that by doing the following

In the Analytics dashboard of the client go to:

Admin > Goals > New Goal

  1. Goal Setup: Select Custom > Continue



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2. Give the Goal a Name "$99 New Patient Lead"



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3. Fill out the Goal Details



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Now lets move back over to Zapier

Add another "do this..." action in Zapier. Search for and select Google Analytics and select "Create a mesaurement" as your action event.



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Next Choose Account, Property and Type for the clients analytics account.



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For the Event Category, Event Action, Event Label and Event Value, type in or paste from the google analytics goal you setup.



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Finally, test and continue, turn on the zap and you should be done.

Updated 23 Apr 2020
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