[Complete Guide] How to Setup Subscription Analytics App

See how to start sending recurring subscription orders from Shopify to Google Analytics.

This app requires the following steps to get up and running:

  1. Create new views and filters in Google Analytics
  2. Configure your Google Analytics Property
  3. Configure the order tag for the first-time order purchased in the subscription
  4. Configure the order tag for the recurring orders
  5. QA your recurring order data

Step 1: Create New Views and Filters in Google Analytics

Once you complete the full setup then you will begin sending recurring order data to Google Analytics. 

Doing this will affect metrics like conversion rate, AOV, etc, because you are sending transactions and product line items to Google Analytics without the user physically checking out on the store. 

So we recommend the following set up for your Google Analytics account:

View # 1: Recurring Orders Only

Inside of GA > Admin > create a new view (or make copy of an existing view)

Then you'll need to create a new custom filter where you INCLUDE EVENT ACTION with the filter pattern of recurring order placed as shown below:

recurring only

This ensures this property only displays revenue from recurring orders only. 

View # 2: New Orders Only

The next view you need to create is for new orders only. Using the same process you will want to create a new custom filter where you EXCLUDE EVENT ACTION with the filter pattern of recurring order placed as shown below:

exclude-recurring

This will ensure you only see new orders placed on your website, but no revenue will exist from recurring orders. 

View # 3: New & Recurring Orders Only

This will be the view that contains all revenue from new AND recurring orders. 

Keep in mind if you have a large volume of recurring orders that you will likely see an increase in your conversion rate due to the recurring orders placed without additional sessions on the store. 

No filter is required for this view. 

Update Bot Filtering on All Views

One final change for all views is to ensure this bot filtering is unchecked.

You might be asking why? In some stores, Google will blocking the orders hits we sent to Google Analytics accounts which is done via the Google Measurement Protocol. If your account is prone to a lot of bot traffic then we can help configure custom filters on your account to help with this. Just contact us through our chat to open a ticket.

ensure bot filtering unchecked2

Step 2: Configure GA Property ID 

In this step I will show how to update step 1 of our app settings inside the Shopify store. 

If you would like to verify the data sent from Shopify to GA before enabling on your production GA store then we recommend setting up a test property in GA first which I show below. 

If not then you can skip the process of creating a test property.

Create Test GA Property

Go to Google Analytics > Property > Create New Property as shown below:

create-property

After you've created this property then you will need to go to the View > Ecommerce Settings and enable eCommerce reporting:

enable ecommerce reporting

 

Set Property ID inside of Step 1

Whether you are using your production GA property OR a test property,  you just need to grab your Property ID and input into our app settings as shown here:

testsettingupdate

Once updated, click save!

Step 3: Configure First-Time Order Tag

Most, if not all, subscription apps set a tag on the first order for a new customer subscription. For example ReCharge sets "Subscription First Order" on these orders automatically:

subscription-first-order

Once you've confirmed yours then input that tag in Step Two:

subscription-step3

Then click SAVE.

Step 4: Input Recurring Order Tag

Similar to Step 2, subscription apps set a tag on the recurring orders for customer subscriptions as well. For example ReCharge sets "Subscription Recurring Order" on these orders automatically:

subscription-recurring-order

Once you find your tag then you'll need to update Step Three:

subscription2-1

Then click SAVE.

That's it!

The app will monitor your store throughout the day for recurring orders placed by your subscription app and when we detect them we send those hits to Google Analytics via the Google Analytics Measurement Protocol.

Step 5: QA Your Recurring Data in Google Analytics

Once you've completed all steps above AND you have had recurring orders placed on your store then you can verify the data successfully made it to Google Analytics by:

Viewing events sent to Google Analytics

Under Behavior > Events > Top Events > Event Action you will find events called "recurring order placed" which is how we are sending these order hits to Google Analytics.

recurring-order-events

If you see these then you can match up to the transactions as well. This total event amount should equal the total # of recurring orders placed on your store.

You can find this inside of Shopify by filtering your orders by the order tag & date range or you might find this easier to grab inside of ReCharge, etc:

Screen Shot 2019-04-07 at 10.51.23 AM

View Transactions inside Google Analytics

This is the most important QA. You will want to verify that these recurring orders made it to Shopify with revenue, product data, etc.

If your test property is just a standalone property without any website data coming from it then you can just view your eCommerce transaction data inside of Google Analytics to view your revenue and transaction totals.

When recurring orders are being sent to a Google Analytics property (like your production property) that tracks website purchases as well then the easiest way to view your recurring orders is creating a custom segment that includes our event action only:

Screen Shot 2019-04-07 at 10.54.51 AM

Which you can then view your eCommerce transactions to see just the recurring totals:

Screen Shot 2019-04-07 at 10.55.27 AM

In this example if I had 243 actual recurring transactions between March 17th - April 6th from ReCharge and this is what I see in GA then the app is working as expected!

Troubleshooting

If you are not seeing any data in GA then you might need to uncheck this setting inside of your Google Analytics view settings:

uncheck-bot-filtering

Other issues or questions? Send them our way!