In order to utilize this feature, you must have Web Experiences as part of your Terminus plan.
If you have any questions regarding your current subscription plan, please reach out to your Client Strategy Manager.
Enabling the Custom Dimensions component of the Google Analytics connection is a two part process. The first part will take place within Google Analytics; the second part will take place within the Terminus web experiences interface.
Configuring Google Analytics
To configure Google Analytics, you must have administrative access to the Google Analytics account.
Step 1: Select the Admin Option from the left hand navigation.
Once the Admin panel opens, click Custom Definitions at the bottom of the property settings column and then select Custom Dimensions.
Step 2: From the Custom Dimension panel, select the red “+ NEW CUSTOM DIMENSION” button. This will open the custom dimension creation template.
Step 3: Complete the template to align to the firmographic field that you’d like to use.
- Name: This can be any name you’d like, but best practice is “Terminus” followed by the firmographic field type
- Scope: Select “User”
- Active: Check this box
- Create: When done, click this button to create your dimension
Step 4: When the “Created Custom Dimension” page opens, no action will be necessary. Just click the “Done” button to save your dimension.
Step 5: Repeat this process for all the firmographic fields that you’d like to track in GA.
Step 6: Once all your dimensions have been created, take note of the Index assigned to each one. This will be important for the configuration within the Web Experiences tool.
NOTE: Google Analytics will limit the number of custom dimensions. A standard profile will allow for 20.
Configuring Web Experiences
Step 1. Within the Web Experiences tool, select “Connections” from the left side navigation. Find the Terminus connection and click “Configure”
Step 2. If you have not already configured the basic connection, do so now.
- Connection Name: Name your connection whatever you’d like. Typical best practice is “[Company Name] Terminus Connection”
- API Key: Enter the API key provided by your Terminus Account Manager
- Advertising Audience to Import*: Click into this field to select all the advertising audiences that you’d like to make available in the Web Experiences segment builder
NOTE: This is independent of custom dimensions, but is necessary to fully configure your connection for use
Step 3: Navigate down to the Google Analytics portion of the Terminus connection and click the blue “Add Custom Dimension” button to get started.
Step 4: Use the index numbers and corresponding custom dimensions from your Google Analytics setup to configure their counterparts within the connection. It’s important that the firmographic fields align to the same index numbers you assigned them in GA.
Step 5: Once you’ve created all of your custom dimensions, save your connection.
Your connection should begin pushing firmographic data into Google Analytics and you will be able to view it using the custom dimensions fields within GA.
Configuring Google Tag Manager
You will need to create a unique variable within Google Tag Manager for each of the custom dimensions that you plan to report into GA.
To create each of these variables, follow these steps:
Step 1: Click the "Variables" option in the left side navigation of the Google Tag Manager interface.
Step 2: Scroll to the "User-Defined Variables" section and select "New" to create a new variable.
Step 3: In the variable configuration interface, select the variable type of "Data Layer Variable"
Step 4: Complete the template as shown below, leave the Set Default Value box unchecked, and save the new data layer variable.
- For ease of use be sure to save these variables with the naming convention indicated in the top left of the above image:
"Terminus [firmographic field name] (Dimension [index number])
- For the field titled “Data Layer Variable Name” enter “dimension[index #]” where the index number is equal to whatever index you’ve chosen for that variable.
Once you have created a variable for each of your custom dimensions, you will need to add these variables to the Bound Event tag.
Step 1: Click the "Tags" option in the left side navigation of the Google Tag Manager interface.
Step 2: Select the tag you’ve previously created called “Terminus GSC GA Event”
Step 3: Click the edit button in the top right (it looks like a pencil) and then click “More Settings” at the bottom to expand more settings. (You may need to check “Enable override settings in this tag”)
Step 4: Select “Custom Dimensions” to expand that option and then click the blue “+ Add Custom Dimension” button
Step 5: In the index field, select the appropriate index number to align to your dimensions. For the dimension value, select the variable that you created. See example below:
Step 6: Repeat this process for each of the dimensions that you will be reporting into GA.
Step 7: Save your changes to the Tag. Submit all changes to GTM.
At this point, your dimensions will begin reporting into GA.