In order to utilize this feature, you must have Website Personalization with Custom Dimensions 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 personalization 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 Personalization tool.
NOTE: Google Analytics will limit the number of custom dimensions. A standard profile will allow for 20.
Configuring Web Personalization
Step 1. Within the Web Personalization 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 Personalization 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.