@friedbotstudio/create-baseline 0.2.0 → 0.3.0

package/obj/template/.claude/skills/google-analytics/references/setup.md

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+# GA4 Property Setup and Installation
+
+Complete guide for creating Google Analytics 4 accounts, properties, data streams, and installing tracking code.
+
+## Overview
+
+Setting up Google Analytics 4 requires creating an account hierarchy, configuring data streams, and installing tracking code. This reference provides step-by-step guidance for all GA4 setup methods from initial property creation through implementation verification.
+
+## Account Hierarchy
+
+GA4 uses a three-level hierarchy:
+
+```
+Google Account (Login credentials)
+└── Analytics Account (Container for properties)
+    └── GA4 Property (Analytics container for website/app)
+        └── Data Stream (Platform-specific: Web, iOS, Android)
+            └── Events and Parameters
+```
+
+### Level Definitions
+
+| Level | Purpose | Limit |
+|-------|---------|-------|
+| Analytics Account | Organisation container | 2,000 properties |
+| GA4 Property | Website/app container | 1,000 data streams |
+| Data Stream | Platform-specific tracking | Unique Measurement ID |
+
+## Creating a GA4 Property
+
+### Step 1: Navigate to Analytics
+
+1. Go to analytics.google.com
+2. Sign in with Google account
+3. Click Admin (bottom-left)
+4. Click "Create" -> "Property"
+
+### Step 2: Configure Property Details
+
+**Property Name:**
+- Use descriptive name: "Main Website", "E-commerce Site"
+- Include environment if needed: "Production Website"
+
+**Reporting Time Zone:**
+- Select primary business timezone
+- Affects day boundaries in reports
+- Cannot be changed retroactively
+
+**Currency:**
+- Select reporting currency (USD, EUR, GBP, AUD)
+- All monetary values converted to this currency
+
+### Step 3: Business Information
+
+**Industry Category:**
+- Select relevant industry
+- Influences default reports and benchmarks
+
+**Business Objectives:**
+- Get baseline reports (recommended for beginners)
+- Examine user behaviour
+- Measure customer actions
+- Get insights on customers
+- Improve marketing ROI
+
+### Step 4: Accept Terms
+
+- Google Analytics Terms of Service
+- Data Processing Amendment (GDPR)
+- Click "Create"
+
+## Data Stream Configuration
+
+### Web Data Stream
+
+**Creating the Stream:**
+
+1. Admin -> Data Streams
+2. Click "Add Stream"
+3. Select "Web"
+4. Enter website URL (example.com, not https://www.example.com)
+5. Enter stream name ("Main Website")
+6. Enable Enhanced Measurement (recommended)
+7. Click "Create stream"
+
+**Enhanced Measurement Events:**
+
+| Event | Trigger | Toggle |
+|-------|---------|--------|
+| page_view | Page loads | Always on |
+| scroll | 90% vertical scroll | Optional |
+| click | Outbound link clicks | Optional |
+| view_search_results | Site search | Optional |
+| video_start/progress/complete | YouTube engagement | Optional |
+| file_download | PDF, DOC, ZIP clicks | Optional |
+| form_start/form_submit | Form interactions | Optional |
+
+**Measurement ID:**
+- Format: G-XXXXXXXXXX
+- Location: Data Streams -> Click stream -> Top section
+- Copy for installation
+
+### iOS Data Stream
+
+**Prerequisites:**
+- Apple Developer account
+- iOS app in development/published
+- Firebase project (auto-created)
+
+**Setup:**
+
+1. Admin -> Data Streams -> Add Stream -> iOS app
+2. Enter Bundle ID (com.company.appname)
+3. Enter App Store ID (optional)
+4. Click "Register app"
+5. Download GoogleService-Info.plist
+6. Add to Xcode project
+
+**Firebase SDK Installation:**
+
+```ruby
+# Podfile
+pod 'Firebase/Analytics'
+```
+
+```swift
+// AppDelegate.swift
+import Firebase
+
+func application(_ application: UIApplication,
+                didFinishLaunchingWithOptions launchOptions: [UIApplication.LaunchOptionsKey: Any]?) -> Bool {
+    FirebaseApp.configure()
+    return true
+}
+```
+
+### Android Data Stream
+
+**Prerequisites:**
+- Android Studio
+- Android app package name
+
+**Setup:**
+
+1. Admin -> Data Streams -> Add Stream -> Android app
+2. Enter package name (com.company.appname)
+3. Click "Register app"
+4. Download google-services.json
+5. Place in app/ directory
+
+**Firebase SDK Installation:**
+
+```gradle
+// Project build.gradle
+buildscript {
+    dependencies {
+        classpath 'com.google.gms:google-services:4.3.15'
+    }
+}
+
+// App build.gradle
+plugins {
+    id 'com.google.gms.google-services'
+}
+
+dependencies {
+    implementation platform('com.google.firebase:firebase-bom:32.0.0')
+    implementation 'com.google.firebase:firebase-analytics'
+}
+```
+
+## Installation Methods
+
+### Method 1: CMS Plugin (Easiest)
+
+**WordPress - Site Kit by Google:**
+
+1. Plugins -> Add New -> Search "Site Kit by Google"
+2. Install and Activate
+3. Site Kit -> Start Setup
+4. Connect Google account
+5. Select or create GA4 property
+6. Activate Analytics module
+
+**Shopify:**
+
+1. Settings -> Customer events
+2. Add custom pixel -> Google Analytics 4
+3. Enter Measurement ID
+4. Save
+
+**Wix:**
+
+1. Settings -> Marketing & SEO -> Marketing Integrations
+2. Google Analytics -> Connect
+3. Sign in and select GA4 property
+
+### Method 2: gtag.js Direct
+
+Place in `<head>` section before other scripts:
+
+```html
+<!-- Google tag (gtag.js) -->
+<script async src="https://www.googletagmanager.com/gtag/js?id=G-XXXXXXXXXX"></script>
+<script>
+  window.dataLayer = window.dataLayer || [];
+  function gtag(){dataLayer.push(arguments);}
+  gtag('js', new Date());
+  gtag('config', 'G-XXXXXXXXXX');
+</script>
+```
+
+### Method 3: Google Tag Manager (Recommended)
+
+**Step 1: Install GTM Container**
+
+Head snippet (after `<head>`):
+```html
+<!-- Google Tag Manager -->
+<script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
+new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
+j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
+'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
+})(window,document,'script','dataLayer','GTM-XXXXXXX');</script>
+<!-- End Google Tag Manager -->
+```
+
+Body snippet (after `<body>`):
+```html
+<!-- Google Tag Manager (noscript) -->
+<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-XXXXXXX"
+height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>
+<!-- End Google Tag Manager (noscript) -->
+```
+
+**Step 2: Create GA4 Configuration Tag**
+
+1. GTM -> Tags -> New
+2. Tag Type: Google Tag
+3. Tag ID: G-XXXXXXXXXX
+4. Trigger: Initialisation - All Pages
+5. Save and Publish
+
+## Installation Verification
+
+### Immediate Verification (0-5 minutes)
+
+1. **Enable Debug Mode:**
+   - Install Google Analytics Debugger Chrome extension
+   - Enable extension (icon turns blue)
+   - Visit website
+
+2. **Check DebugView:**
+   - GA4 -> Admin -> DebugView
+   - Select device from dropdown
+   - Confirm events appearing
+
+3. **Expected Events:**
+   - session_start
+   - first_visit (new users)
+   - page_view
+
+### Realtime Verification (5-30 minutes)
+
+1. Reports -> Realtime
+2. Confirm active users showing
+3. Verify events by name
+4. Check user location on map
+
+### Standard Reports (24-48 hours)
+
+Standard reports have processing delay:
+- Reports -> Acquisition -> User acquisition
+- Reports -> Engagement -> Events
+- Reports -> Engagement -> Pages and screens
+
+## Post-Setup Configuration
+
+### Data Retention
+
+**Location:** Admin -> Data Settings -> Data Retention
+
+| Option | Use Case |
+|--------|----------|
+| 2 months | Privacy-focused, GDPR |
+| 14 months | Year-over-year analysis |
+
+**Reset on New Activity:** ON (recommended) - timer resets when user returns
+
+### Internal Traffic Filter
+
+**Location:** Admin -> Data Settings -> Data Filters
+
+1. Create Filter -> Internal Traffic
+2. Enter office IP addresses
+3. Set to "Testing" first
+4. Verify in DebugView (traffic_type = internal)
+5. Set to "Active"
+
+### Google Signals
+
+**Location:** Admin -> Data Settings -> Data Collection
+
+- Enables demographics (age, gender)
+- Enables cross-device tracking
+- Requires user consent for personalised ads
+
+## Common Issues
+
+### No Data Appearing
+
+- Verify Measurement ID is correct
+- Check code placement in `<head>`
+- Disable ad blockers for testing
+- Wait 24-48 hours for standard reports
+
+### Data Only in DebugView
+
+- Remove debug_mode: true from production
+- Disable Google Analytics Debugger extension
+- Check for internal traffic filters
+
+### Duplicate Events
+
+- Remove duplicate tracking implementations
+- Choose one method: gtag.js OR GTM OR plugin
+- Check for multiple Measurement IDs
+
+### Wrong Timezone
+
+- Cannot change retroactively
+- Affects only future data
+- Consider creating new property if critical
+
+## Next Steps
+
+After completing setup:
+
+1. Configure Enhanced Measurement events
+2. Set up internal traffic filters
+3. Create first custom events
+4. Register custom dimensions
+5. Link Google Ads (if applicable)
+6. Set up BigQuery export (for advanced analysis)