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Analytics Tagging for Member Segregation

Posted by Paul Stanisci on 15, Nov 2021

This guide will help you to view traffic segments of your visitors based on the member type.  The guide assumes you want to track Guests and Members, however you can track any number of visitor types.

Step 1: Setup Custom Dimensions in Google Analytics

Step 2: Pass Custom Dimensions to Google Analytics

Implementation - JavaScript (gTag.js)

Implementation - JavaScript for Universal Analytics (UA) properties:

Notes on passing Dimension Value.

Step 3: Viewing Results in Google Analytics

 

 

Step 1: Setup Custom Dimensions in Google Analytics

  1. Log into Analytics and open the property where you wish to view Members and Guests. 
  2. Open the “Admin” panel (link is at the bottom left), then under the Property click “Custom Dimensions” >  “Custom Dimensions”.

                    3.    Click “+ NEW CUSTOM DIMENSION” to create a new Dimension.  Enter the settings below and click “Create”

    • Name: User Type
    • Scope: Hit or Session

      4. Make note of the “Index” value for your new dimension. 

 

 

 

Step 2: Pass Custom Dimensions to Google Analytics

The next step is to update the on-page JavaScrit to pass the correct value for this dimension. The instructions below presumes the “User Type” dimension was configured as Dimension Index #1.  If other dimensions already exist and a different dimension index was assigned, please update the tags below to reflect the correct Dimension Index. 

There are two on-page implementation methods depending on the type of Analytics script used. 

Implementation - JavaScript (gTag.js)

    1. Add the Custom Map before gtag(‘config’).  Make sure to use the correct dimension ID.


gtag('set', {

  'custom_map': { 'dimension1': 'User Type' }

});


gtag('config', 'UA-XXXXXXXX-1', ... 

// Insert before gtag(“config”)

// Use the correct dimension ID



// Existing gtag(“config”)

 

           2.Insert one of the following line into the 3rd parameter of gtag(‘config’).  Set the value to match the current user type:

 

            // Members 
gtag('config', 'UA-XXXXXXXX-1', {
  'User Type': 'Member', 
});


// Visitors
gtag('config', 'UA-XXXXXXXX-1', {
  'User Type': 'Visitor', 
});
 

Here is the full documentation on custom dimensions with gtag():

https://developers.google.com/analytics/devguides/collection/gtagjs/custom-dims-mets

Implementation - JavaScript for Universal Analytics (UA) properties:

 1. Add the Custom Dimension to the UA call.  Add the appropriate value based on the user type:

 

// Visitors 

ga('set', 'dimension1', 'Visitor');

// Members

      ga('set', 'dimension1', 'Member');

 

Notes on passing Dimension Value. 

You can pass the dimension value in several ways depending on your CMS.  It can be done entirely through JavaScript by checking for a value or element on the page that may indicate the user type.  Or it can be done server-side.

Server-Side example with XenForo1 Template:

 

<xen:if is="!{$visitor.user_id}">

ga('set', 'dimension1', 'Visitor');

<xen:else />

ga('set', 'dimension1', 'Member');

</xen:if>

 

Server-Side example with XenForo2 Template:

<xf:if is="!$xf.visitor.user_id">

ga('set', 'dimension1', 'Visitor');

<xf:else />

ga('set', 'dimension1', 'Member');

</xf:if>

 

Client-Side example with JavaScript:

Here is an example of checking if the page has a “Log Out” link, thereby indicating the user is a member.  The User type is set depending on the existence of the link.

if (document.querySelector('a#LogOut')) { 

ga('set', 'dimension1', 'Member');

} else {

ga('set', 'dimension1', 'Visitor');

}

 

Step 3: Viewing Results in Google Analytics

When the above tag changes are complete, results will begin to appear after 24 hours.  You can view them in Analytics by creating a custom Segment.

  1. Open the Audience Overview, or really any report under Audience, Acquisition or Behavior
  2. At the top of the report click “+ Add Segment”


    3. Click “New Segment”

    4. Enter a Name for the segment, like “User Type: Members” and add a condition on the Custom Dimension “User Type” is exactly equal to “Member”.  Click the blue “Save” button to add the new segment.

    5. Repeat step 5 but for User Type: Visitor
    6.You can now select this segment to view the analytics for this segment as it relates to overall traffic.

If you need help with audience segmentation, please contact us at help@advally.com