[Complete Guide] How to Setup Subscription Analytics Settings

This article shows how to start sending recurring subscription orders from Shopify to Google Analytics.

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

  1. Configure a test Google Analytics Account #
  2. Configure the order tag for the first-time order purchased in the subscription
  3. Configure the order tag for the recurring orders
  4. QA your recurring order data
  5. [when # 4 is confirmed] Configure your production Google Analytics Account #

Step 1: Configure a Test GA Account #

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

Then on the View Settings please ensure this bot filtering is unchecked*:

ensure bot filtering unchecked

Finally you just need to grab your test Property ID and input into our app settings here:

testsettingupdate

Once updated, click save!

*You might be asking why? In some of our testing, Google was blocking the orders hits we sent to Google Analytics accounts. 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.

Step 2: 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 3: 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!

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

Step 4: 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 I would feel good about updating the app setting to use my production Google Analytics property #.

Step 5: Configure your Production GA Property #

Go to Google Analytics > Property > Property Settings and find production property # and update step one within the app from your staging to production UA #:

testsettingupdate

That is it!

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!