wizz-method 1.0.2 → 1.1.0

package/src/skills-lib/analytics-tracking/references/ga4-implementation.md

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+# GA4 Implementation Reference
+
+Detailed implementation guide for Google Analytics 4.
+
+## Contents
+- Configuration (data streams, enhanced measurement events, recommended events)
+- Custom Events (gtag.js implementation, Google Tag Manager)
+- Conversions Setup (creating conversions, conversion values)
+- Custom Dimensions and Metrics (when to use, setup steps, examples)
+- Audiences (creating audiences, audience examples)
+- Debugging (DebugView, real-time reports, common issues)
+- Data Quality (filters, cross-domain tracking, session settings)
+- Integration with Google Ads (linking, audience export)
+
+## Configuration
+
+### Data Streams
+
+- One stream per platform (web, iOS, Android)
+- Enable enhanced measurement for automatic tracking
+- Configure data retention (2 months default, 14 months max)
+- Enable Google Signals (for cross-device, if consented)
+
+### Enhanced Measurement Events (Automatic)
+
+| Event | Description | Configuration |
+|-------|-------------|---------------|
+| page_view | Page loads | Automatic |
+| scroll | 90% scroll depth | Toggle on/off |
+| outbound_click | Click to external domain | Automatic |
+| site_search | Search query used | Configure parameter |
+| video_engagement | YouTube video plays | Toggle on/off |
+| file_download | PDF, docs, etc. | Configurable extensions |
+
+### Recommended Events
+
+Use Google's predefined events when possible for enhanced reporting:
+
+**All properties:**
+- login, sign_up
+- share
+- search
+
+**E-commerce:**
+- view_item, view_item_list
+- add_to_cart, remove_from_cart
+- begin_checkout
+- add_payment_info
+- purchase, refund
+
+**Games:**
+- level_up, unlock_achievement
+- post_score, spend_virtual_currency
+
+Reference: https://support.google.com/analytics/answer/9267735
+
+---
+
+## Custom Events
+
+### gtag.js Implementation
+
+```javascript
+// Basic event
+gtag('event', 'signup_completed', {
+  'method': 'email',
+  'plan': 'free'
+});
+
+// Event with value
+gtag('event', 'purchase', {
+  'transaction_id': 'T12345',
+  'value': 99.99,
+  'currency': 'USD',
+  'items': [{
+    'item_id': 'SKU123',
+    'item_name': 'Product Name',
+    'price': 99.99
+  }]
+});
+
+// User properties
+gtag('set', 'user_properties', {
+  'user_type': 'premium',
+  'plan_name': 'pro'
+});
+
+// User ID (for logged-in users)
+gtag('config', 'GA_MEASUREMENT_ID', {
+  'user_id': 'USER_ID'
+});
+```
+
+### Google Tag Manager (dataLayer)
+
+```javascript
+// Custom event
+dataLayer.push({
+  'event': 'signup_completed',
+  'method': 'email',
+  'plan': 'free'
+});
+
+// Set user properties
+dataLayer.push({
+  'user_id': '12345',
+  'user_type': 'premium'
+});
+
+// E-commerce purchase
+dataLayer.push({
+  'event': 'purchase',
+  'ecommerce': {
+    'transaction_id': 'T12345',
+    'value': 99.99,
+    'currency': 'USD',
+    'items': [{
+      'item_id': 'SKU123',
+      'item_name': 'Product Name',
+      'price': 99.99,
+      'quantity': 1
+    }]
+  }
+});
+
+// Clear ecommerce before sending (best practice)
+dataLayer.push({ ecommerce: null });
+dataLayer.push({
+  'event': 'view_item',
+  'ecommerce': {
+    // ...
+  }
+});
+```
+
+---
+
+## Conversions Setup
+
+### Creating Conversions
+
+1. **Collect the event** - Ensure event is firing in GA4
+2. **Mark as conversion** - Admin > Events > Mark as conversion
+3. **Set counting method**:
+   - Once per session (leads, signups)
+   - Every event (purchases)
+4. **Import to Google Ads** - For conversion-optimized bidding
+
+### Conversion Values
+
+```javascript
+// Event with conversion value
+gtag('event', 'purchase', {
+  'value': 99.99,
+  'currency': 'USD'
+});
+```
+
+Or set default value in GA4 Admin when marking conversion.
+
+---
+
+## Custom Dimensions and Metrics
+
+### When to Use
+
+**Custom dimensions:**
+- Properties you want to segment/filter by
+- User attributes (plan type, industry)
+- Content attributes (author, category)
+
+**Custom metrics:**
+- Numeric values to aggregate
+- Scores, counts, durations
+
+### Setup Steps
+
+1. Admin > Data display > Custom definitions
+2. Create dimension or metric
+3. Choose scope:
+   - **Event**: Per event (content_type)
+   - **User**: Per user (account_type)
+   - **Item**: Per product (product_category)
+4. Enter parameter name (must match event parameter)
+
+### Examples
+
+| Dimension | Scope | Parameter | Description |
+|-----------|-------|-----------|-------------|
+| User Type | User | user_type | Free, trial, paid |
+| Content Author | Event | author | Blog post author |
+| Product Category | Item | item_category | E-commerce category |
+
+---
+
+## Audiences
+
+### Creating Audiences
+
+Admin > Data display > Audiences
+
+**Use cases:**
+- Remarketing audiences (export to Ads)
+- Segment analysis
+- Trigger-based events
+
+### Audience Examples
+
+**High-intent visitors:**
+- Viewed pricing page
+- Did not convert
+- In last 7 days
+
+**Engaged users:**
+- 3+ sessions
+- Or 5+ minutes total engagement
+
+**Purchasers:**
+- Purchase event
+- For exclusion or lookalike
+
+---
+
+## Debugging
+
+### DebugView
+
+Enable with:
+- URL parameter: `?debug_mode=true`
+- Chrome extension: GA Debugger
+- gtag: `'debug_mode': true` in config
+
+View at: Reports > Configure > DebugView
+
+### Real-Time Reports
+
+Check events within 30 minutes:
+Reports > Real-time
+
+### Common Issues
+
+**Events not appearing:**
+- Check DebugView first
+- Verify gtag/GTM firing
+- Check filter exclusions
+
+**Parameter values missing:**
+- Custom dimension not created
+- Parameter name mismatch
+- Data still processing (24-48 hrs)
+
+**Conversions not recording:**
+- Event not marked as conversion
+- Event name doesn't match
+- Counting method (once vs. every)
+
+---
+
+## Data Quality
+
+### Filters
+
+Admin > Data streams > [Stream] > Configure tag settings > Define internal traffic
+
+**Exclude:**
+- Internal IP addresses
+- Developer traffic
+- Testing environments
+
+### Cross-Domain Tracking
+
+For multiple domains sharing analytics:
+
+1. Admin > Data streams > [Stream] > Configure tag settings
+2. Configure your domains
+3. List all domains that should share sessions
+
+### Session Settings
+
+Admin > Data streams > [Stream] > Configure tag settings
+
+- Session timeout (default 30 min)
+- Engaged session duration (10 sec default)
+
+---
+
+## Integration with Google Ads
+
+### Linking
+
+1. Admin > Product links > Google Ads links
+2. Enable auto-tagging in Google Ads
+3. Import conversions in Google Ads
+
+### Audience Export
+
+Audiences created in GA4 can be used in Google Ads for:
+- Remarketing campaigns
+- Customer match
+- Similar audiences

package/src/skills-lib/analytics-tracking/references/gtm-implementation.md

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+# Google Tag Manager Implementation Reference
+
+Detailed guide for implementing tracking via Google Tag Manager.
+
+## Contents
+- Container Structure (tags, triggers, variables)
+- Naming Conventions
+- Data Layer Patterns
+- Common Tag Configurations (GA4 configuration tag, GA4 event tag, Facebook pixel)
+- Preview and Debug
+- Workspaces and Versioning
+- Consent Management
+- Advanced Patterns (tag sequencing, exception handling, custom JavaScript variables)
+
+## Container Structure
+
+### Tags
+
+Tags are code snippets that execute when triggered.
+
+**Common tag types:**
+- GA4 Configuration (base setup)
+- GA4 Event (custom events)
+- Google Ads Conversion
+- Facebook Pixel
+- LinkedIn Insight Tag
+- Custom HTML (for other pixels)
+
+### Triggers
+
+Triggers define when tags fire.
+
+**Built-in triggers:**
+- Page View: All Pages, DOM Ready, Window Loaded
+- Click: All Elements, Just Links
+- Form Submission
+- Scroll Depth
+- Timer
+- Element Visibility
+
+**Custom triggers:**
+- Custom Event (from dataLayer)
+- Trigger Groups (multiple conditions)
+
+### Variables
+
+Variables capture dynamic values.
+
+**Built-in (enable as needed):**
+- Click Text, Click URL, Click ID, Click Classes
+- Page Path, Page URL, Page Hostname
+- Referrer
+- Form Element, Form ID
+
+**User-defined:**
+- Data Layer variables
+- JavaScript variables
+- Lookup tables
+- RegEx tables
+- Constants
+
+---
+
+## Naming Conventions
+
+### Recommended Format
+
+```
+[Type] - [Description] - [Detail]
+
+Tags:
+GA4 - Event - Signup Completed
+GA4 - Config - Base Configuration
+FB - Pixel - Page View
+HTML - LiveChat Widget
+
+Triggers:
+Click - CTA Button
+Submit - Contact Form
+View - Pricing Page
+Custom - signup_completed
+
+Variables:
+DL - user_id
+JS - Current Timestamp
+LT - Campaign Source Map
+```
+
+---
+
+## Data Layer Patterns
+
+### Basic Structure
+
+```javascript
+// Initialize (in <head> before GTM)
+window.dataLayer = window.dataLayer || [];
+
+// Push event
+dataLayer.push({
+  'event': 'event_name',
+  'property1': 'value1',
+  'property2': 'value2'
+});
+```
+
+### Page Load Data
+
+```javascript
+// Set on page load (before GTM container)
+window.dataLayer = window.dataLayer || [];
+dataLayer.push({
+  'pageType': 'product',
+  'contentGroup': 'products',
+  'user': {
+    'loggedIn': true,
+    'userId': '12345',
+    'userType': 'premium'
+  }
+});
+```
+
+### Form Submission
+
+```javascript
+document.querySelector('#contact-form').addEventListener('submit', function() {
+  dataLayer.push({
+    'event': 'form_submitted',
+    'formName': 'contact',
+    'formLocation': 'footer'
+  });
+});
+```
+
+### Button Click
+
+```javascript
+document.querySelector('.cta-button').addEventListener('click', function() {
+  dataLayer.push({
+    'event': 'cta_clicked',
+    'ctaText': this.innerText,
+    'ctaLocation': 'hero'
+  });
+});
+```
+
+### E-commerce Events
+
+```javascript
+// Product view
+dataLayer.push({ ecommerce: null }); // Clear previous
+dataLayer.push({
+  'event': 'view_item',
+  'ecommerce': {
+    'items': [{
+      'item_id': 'SKU123',
+      'item_name': 'Product Name',
+      'price': 99.99,
+      'item_category': 'Category',
+      'quantity': 1
+    }]
+  }
+});
+
+// Add to cart
+dataLayer.push({ ecommerce: null });
+dataLayer.push({
+  'event': 'add_to_cart',
+  'ecommerce': {
+    'items': [{
+      'item_id': 'SKU123',
+      'item_name': 'Product Name',
+      'price': 99.99,
+      'quantity': 1
+    }]
+  }
+});
+
+// Purchase
+dataLayer.push({ ecommerce: null });
+dataLayer.push({
+  'event': 'purchase',
+  'ecommerce': {
+    'transaction_id': 'T12345',
+    'value': 99.99,
+    'currency': 'USD',
+    'tax': 5.00,
+    'shipping': 10.00,
+    'items': [{
+      'item_id': 'SKU123',
+      'item_name': 'Product Name',
+      'price': 99.99,
+      'quantity': 1
+    }]
+  }
+});
+```
+
+---
+
+## Common Tag Configurations
+
+### GA4 Configuration Tag
+
+**Tag Type:** Google Analytics: GA4 Configuration
+
+**Settings:**
+- Measurement ID: G-XXXXXXXX
+- Send page view: Checked (for pageviews)
+- User Properties: Add any user-level dimensions
+
+**Trigger:** All Pages
+
+### GA4 Event Tag
+
+**Tag Type:** Google Analytics: GA4 Event
+
+**Settings:**
+- Configuration Tag: Select your config tag
+- Event Name: {{DL - event_name}} or hardcode
+- Event Parameters: Add parameters from dataLayer
+
+**Trigger:** Custom Event with event name match
+
+### Facebook Pixel - Base
+
+**Tag Type:** Custom HTML
+
+```html
+<script>
+  !function(f,b,e,v,n,t,s)
+  {if(f.fbq)return;n=f.fbq=function(){n.callMethod?
+  n.callMethod.apply(n,arguments):n.queue.push(arguments)};
+  if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';
+  n.queue=[];t=b.createElement(e);t.async=!0;
+  t.src=v;s=b.getElementsByTagName(e)[0];
+  s.parentNode.insertBefore(t,s)}(window, document,'script',
+  'https://connect.facebook.net/en_US/fbevents.js');
+  fbq('init', 'YOUR_PIXEL_ID');
+  fbq('track', 'PageView');
+</script>
+```
+
+**Trigger:** All Pages
+
+### Facebook Pixel - Event
+
+**Tag Type:** Custom HTML
+
+```html
+<script>
+  fbq('track', 'Lead', {
+    content_name: '{{DL - form_name}}'
+  });
+</script>
+```
+
+**Trigger:** Custom Event - form_submitted
+
+---
+
+## Preview and Debug
+
+### Preview Mode
+
+1. Click "Preview" in GTM
+2. Enter site URL
+3. GTM debug panel opens at bottom
+
+**What to check:**
+- Tags fired on this event
+- Tags not fired (and why)
+- Variables and their values
+- Data layer contents
+
+### Debug Tips
+
+**Tag not firing:**
+- Check trigger conditions
+- Verify data layer push
+- Check tag sequencing
+
+**Wrong variable value:**
+- Check data layer structure
+- Verify variable path (nested objects)
+- Check timing (data may not exist yet)
+
+**Multiple firings:**
+- Check trigger uniqueness
+- Look for duplicate tags
+- Check tag firing options
+
+---
+
+## Workspaces and Versioning
+
+### Workspaces
+
+Use workspaces for team collaboration:
+- Default workspace for production
+- Separate workspaces for large changes
+- Merge when ready
+
+### Version Management
+
+**Best practices:**
+- Name every version descriptively
+- Add notes explaining changes
+- Review changes before publish
+- Keep production version noted
+
+**Version notes example:**
+```
+v15: Added purchase conversion tracking
+- New tag: GA4 - Event - Purchase
+- New trigger: Custom Event - purchase
+- New variables: DL - transaction_id, DL - value
+- Tested: Chrome, Safari, Mobile
+```
+
+---
+
+## Consent Management
+
+### Consent Mode Integration
+
+```javascript
+// Default state (before consent)
+gtag('consent', 'default', {
+  'analytics_storage': 'denied',
+  'ad_storage': 'denied'
+});
+
+// Update on consent
+function grantConsent() {
+  gtag('consent', 'update', {
+    'analytics_storage': 'granted',
+    'ad_storage': 'granted'
+  });
+}
+```
+
+### GTM Consent Overview
+
+1. Enable Consent Overview in Admin
+2. Configure consent for each tag
+3. Tags respect consent state automatically
+
+---
+
+## Advanced Patterns
+
+### Tag Sequencing
+
+**Setup tags to fire in order:**
+Tag Configuration > Advanced Settings > Tag Sequencing
+
+**Use cases:**
+- Config tag before event tags
+- Pixel initialization before tracking
+- Cleanup after conversion
+
+### Exception Handling
+
+**Trigger exceptions** - Prevent tag from firing:
+- Exclude certain pages
+- Exclude internal traffic
+- Exclude during testing
+
+### Custom JavaScript Variables
+
+```javascript
+// Get URL parameter
+function() {
+  var params = new URLSearchParams(window.location.search);
+  return params.get('campaign') || '(not set)';
+}
+
+// Get cookie value
+function() {
+  var match = document.cookie.match('(^|;) ?user_id=([^;]*)(;|$)');
+  return match ? match[2] : null;
+}
+
+// Get data from page
+function() {
+  var el = document.querySelector('.product-price');
+  return el ? parseFloat(el.textContent.replace('$', '')) : 0;
+}
+```