In this article
Objective
Extend your organization’s use of Google Analytics in Coconut to include cross-domain tracking and/or conversion tracking. Use Google Tag Manager to customize the online booking experience.
User benefit
When you extend your organization’s use of Google Analytics in Coconut to include cross-domain tracking and/or conversion tracking, you can collect data on your clients’/members’ journey not just through the online booking process, but also how they arrived at the online booking process and whether clicking on an ad converted to a booked appointment. This data can provide your organization with insights into how clients/members are accessing the online booking process, helping to improve the experience.
Steps
Before you begin
Before using conversion tracking or cross-domain tracking, it is important to share your GA4 code with Coconut.
To do this:
From your organization’s Google Analytics account, copy your GA4 code
Provide this code to your Coconut Customer Success contact
Once this is in place, it takes approximately 24hrs for data to start flowing into your Google Analytics dashboard.
For more information on how to find your GA4 code, please refer to Google’s documentation.
Conversion Tracking
Conversion tracking captures how your clients/members engage with your organization’s ads. When using conversion tracking with Coconut, a conversion is considered complete when a client/member clicks one of your ads and completes the online booking process (reaches the appointment confirmation screen).
To include Coconut in your organization’s conversion tracking:
In your Google Ads account, create the conversion action you will use
Copy the Conversion ID and the Conversion Label
Share these values with your Customer Success contact
For more information on conversion actions, please refer to Google’s documentation.
For more information on using Google Tag Manager to deploy ad conversion tags, please refer to Google’s documentation.
Cross-domain tracking
Cross-domain tracking enables you to connect activity on one site with another. This is helpful when using Coconut, as it enables Google Analytics to consider Coconut as an extension of your organization’s website. For example, if a customer clicks on a Book With Us link on your website that directs them to the online booking process with Coconut, this cross-site action is tracked as all happening within one domain with cross-domain tracking.
To set up cross-domain tracking with Coconut:
Share the domain(s) to be included in your tracking with your Customer Success contact
Once your Customer Success contact has confirmed these domains are added to your Coconut account, check in your organization’s Google Analytics account that data from these domains is being tracked as one entity (and that traffic from Coconut is not treated as a separate website)
Google Tag Manager
Use GTM to customize the online booking experience
Google Tag Manager can be used to add tags that customize the online booking process experience within Coconut. For example, you can use GTM to promote appointments at virtual locations or promote digital meeting methods with your clients/members.
For more information on using GTM to promote virtual locations, please refer to this article.
For more information on using GTM to promote digital meeting methods, please refer to this article.
For more information on using GTM to disable the option to select specific staff members during online booking, please refer to this article.
To leverage these capabilities:
In Coconut, from the navigation menu, click Settings
From General, click Client View
In the Google Tag Manager Configuration section, enter your organization’s GTM Container ID in the Container ID field
In your organization’s Google Tag Manager account, create the tag, configure the trigger, and - when ready to preview inside the container - specify your Coconut URL
Once satisfied, publish your tag in GTM
For more information on creating tags, please refer to Google’s documentation.
For an overview of Google Tag manager, please refer to Google’s documentation.
Use GTM to run third party scripts
If your organization leverages Premium Branding, you can also use GTM to run third party scripts on various pages within the Coconut app and to access services outside of Coconut (for example, including an ad tracking pixel).
To leverage these capabilities:
In Coconut, from the navigation menu, click Settings
From General, click Client View
In the Google Tag Manager Configuration section, enter your organization’s GTM Container ID in the Container ID field
In your organization’s Google Tag Manager account, create and publish the custom GTM tag(s)
Navigate back to the Google Tag Manager Configuration section in Coconut
In the Used Domains field, enter the URLs that correspond to the custom tags as comma-separated values
For more information on creating tags, please refer to Google’s documentation.
For an overview of Google Tag manager, please refer to Google’s documentation.
A note on access and visibility
Admin users can access Settings in Coconut to add GTM details. Access to your organization’s Google Account is required for completing steps within Google Analytics, Google Ads, and Google Tag Manager.