Setup Google Analytics Goals, Views, Filtering for desktop, tablet and Mobile

Google Analytics is one of the most powerful tools to analyze your website, blog and ecommerce site. However it isn’t sufficient just to have it, it’s important to know how to setup Google analytics and how it works and in particular to monitor it regularly. That’s why I want to assist you to make the most from Google Analytics with three simple advanced segments and filters that will assist you in getting the best info about your website.

If you don’t have a Google Analytics account or Google Analytics tracking code installed on your website, you can go here to learn how to easily setup Google Analytics. Though it can take some time to learn, Google Analytics is rich information resources that can help you set and track business goals, create content that will speak to your target audiences and make more informed decisions about your Web presence.

1. Setup Google Analytics for Filtering Out Your Own Traffic

You can escape rising your own website traffic by filtering out your own IP Address, basically your location. That way if you are on your website constantly, it’s not going to inflate your numbers. Get your location’s IP address. Do this by going to www.google.com and doing a web search for “What is My IP”. Google will respond at the top with something like “Your public IP address is xxx.xxx.xxx.xxx″. Copy this IP address for a later step.

Setup-Google-Analytics-filter-own-traffic

Go to the “Admin” button in the top right of the orange header bar on the right column, click the drop down, and click on ‘create new view’. Name the filter something like “Main – Exclude Internal”, and set the time zone to the same time zone as your other profiles. Now in the right column you are in your new “view”. Below that in the right column go to Filters and click it. You should now see a red button for “+ New Filter” Click that. Name the new filter “Exclude My IP” or something like that, and change the drop down boxes to read in order “Exclude” “traffic from the IP addresses”.

Under those drop downs are 4 text boxes. Copy in the four numbers from your IP Address search into each box. Congratulations. Your own hits on your website will no longer show up in this new profile in Google, so you look at how everyone else is using your site, without your office visits screwing with the numbers. If you have multiple locations grab those IP addresses and create other filters to block those as well.

Setup-Google-Analytics-filter-own-traffic

2. Setup Google Analytics Goals

What are you trying to get people to do on your website? If you want them to contact you, then filling out the contact form is probably important. If you want them to just consume content, maybe hitting a certain number of pages on the site (to deliver more ads) is what you are looking to do?

Let’s say we want to track people who filled out our contact us form. When we look at our website, we look at the contact form and see that it’s a page named something like contact.html. Then if you submit the page you might get to a page named thanks.thml.

Now setup Google analytics, In your Google Analytics admin section, under your main profile, you should see “Goals”. Click on the “Create a Goal” button, then click on the “Custom” option and continue. Name the goal and leave the option button here as “Destination” and click next for the form field for “destination” you’ll put where you end up. Click Create Goal. You now have a goal. Something you can use to measure the success of so many other aspects of your website!

3. Setup Google Analytics to Create views for desktop-, tablet- and phone-traffic

Creating a view per device-type can be useful. Since the user experience on desktop, tablet or mobile can differ a lot, having the data in separate views may give you more focused data and better insight in issues on the different types of devices. I use these views – e.g. – to analyze the checkout-funnels on the three devices.

Next to that, having those views will reduce the sampling-issue (within these views), especially on high-traffic sites.

Another advantage of splitting the traffic in views, is that you can start using advanced segments within e.g. ‘desktop traffic’. This is not possible if you have the three device-categories together in one view (you will need the advanced segments to separate the three devices from each other).

NB: Always keep an unfiltered view, a view with all the traffic (filtered) and a test-view (to test new filters) in your Google Analytics. The device-category-views described in this article are to be additional, separate views.

Here’s how to do it:

(Note: When I write ‘Main view’, I mean ‘the view you’re currently constantly looking at’ (containing all the traffic)):

1. Setup Google Analytics for 3 new website-views in Google Analytics

There’s two ways of going about this (both in the Admin-section):

1.  Add a new view and set it up to match the exact settings (goals, filters, etc.) of your main view

2.  Or: copy your existing main view (go into the ‘View settings’ in the Admin-section and choose ‘Copy view’ at the bottom-right (next to ‘Delete view'; don’t use that one )

I would recommend the second option, since it saves you a lot of time and makes sure you have the exact same settings as your main view.

Name the views with a clear name. E.g. I use:

  • 1. Main view (was already there)
  • 2. Device – 1. Desktop (new)
  •     Device – 2. Tablet (new)
  •     Device – 3. Phone (new)

2. Setup Google Analytics to keep-only-desktop-filter

  • Go to the Admin-section
  • Choose your freshly create desktop-view (2. Device – 1. Desktop)
  • Click on ‘Filters’
  • Click on ‘+ New Filter’
  • Name your filter ‘Device | Mobile | Exclude’
  • Choose ‘Custom filter’
  • Choose ‘Exclude’
  • Set ‘Filter field’ to ‘Mobile?’
  • Put ‘yes’ in ‘Filter pattern’
  • Save
  • Do exactly the same, but then for the ‘Filter field’ with the name ‘Tablet?’ and name it ‘Device | Tablet | Exclude’
  • Back in the filter-overview, choose ‘Assign filter order’ and make sure the filters are as high up as possible (keeping your other filters in mind; remember: the filter-order is important!)

Note: in the admin-section, Google Analytics considers ‘Tablet’ part of ‘Mobile’, so this second Tablet-filter might me superfluous. But it’s better to be safe then sorry (And we’ll need it later anyway.)

3. Setup Google Analytics to keep-only-tablet-filter

  • Go to the Admin-section
  • Choose your freshly create tablet-view (2. Device – 2. Tablet)
  • Click on ‘Filters’
  • Click on ‘+ New Filter’
  • Name your filter ‘Device | Tablet | Include’
  • Choose ‘Custom filter’
  • Choose ‘Include’
  • Set ‘Filter field’ to ‘Tablet?’
  • Put ‘yes’ in ‘Filter pattern’
  • Save
  • Back in the filter-overview, choose ‘Assign filter order’ and make sure the filter is as high up as possible (keeping your other filters in mind; remember: the filter-order is important!)

4. Setup Google Analytics to keep-only-phone-filter

  • Go to the Admin-section
  • Choose your freshly create tablet-view (2. Device – 3. Phone)
  • Click on ‘Filters’
  • Click on ‘+ New Filter’
  • Name your filter ‘Device | Mobile | Include’
  • Choose ‘Custom filter’
  • Choose ‘Include’
  • Set ‘Filter field’ to ‘Mobile?’
  • Put ‘yes’ in ‘Filter pattern’
  • Save
  • Click on ‘+ New Filter’
  • Choose ‘Apply existing filter’
  • Find ‘Device | Tablet | Exclude’
  • Add it to the ‘Selected filters’
  • Save
  • Back in the filter-overview, choose ‘Assign filter order’ and make sure the filters are as high up as possible (keeping your other filters in mind; remember: the filter-order is important!)
  • Make sure the Mobile-include-filter is just above the Tablet-exlcude-filter

That’s it, you’re done! You have successfully setup Google Analytics Account.

Remember: don’t forget to update these new views, goals and setup Google analytics when you update your Main view, to make sure the data-collection is the same in all views!

Share your thoughts and input in the comment section about this setup Google analytics account.

Have Fun smiley

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