[IMP] website: Google Analytics
task-2790245
- Update existing Google Analytics doc for GA4
- Merge GA and Plausible into one Analytics page
- Review Plausible.io instructions to adopt same style as GA instructions
closes odoo/documentation#5768
X-original-commit: d538ed070e
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
@ -5,15 +5,12 @@ Performance monitoring
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Odoo integrates a variety of tools to analyze and improve the performance of your eCommerce
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website.
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Performance analysis tools
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==========================
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Data monitoring
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---------------
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===============
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**Website** allows monitoring and analysis of the sales performance of your eCommerce. To access the
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**reporting view**, go to :menuselection:`Website --> Reporting`. This dashboard helps you monitor
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everything related to sales, such as sales performance per product, category, day, etc.
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**reporting view**, go to :menuselection:`Website --> Reporting --> eCommerce`. This dashboard helps
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you monitor everything related to sales, such as sales performance per product, category, day, etc.
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.. image:: reporting/reporting.png
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:align: center
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@ -31,20 +28,7 @@ Other options include **multiple views (Pivot, etc.), comparison** by periods or
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:guilabel:`insert in spreadsheet`, etc.
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Analytics
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---------
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=========
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It is possible to link your Odoo website with Google Analytics. To do so, go to
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:menuselection:`Website --> Configuration --> Settings` and scroll to the :guilabel:`SEO` section.
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Then, enter your **ID** in the :guilabel:`Measurement ID` field.
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If you are still using **Universal Analytics**, it can directly be added by injecting the code in
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the HTML header and body using the website builder. All metrics from Google Analytics and Universal
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Analytics can be seen directly within Odoo.
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Alternatively, Odoo offers the possibility to use another service, **Plausible.io**. Plausible.io is
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a simple and privacy-friendly alternative to Google Analytics. Everything can be managed directly in
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Odoo, there is no need to visit Plausible.io's website to access your metrics.
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.. seealso::
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- :doc:`/applications/websites/website/reporting/google_analytics`
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- :doc:`/applications/websites/website/reporting/plausible`
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It is possible to link your Odoo website with :ref:`website/analytics/plausible` and
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:ref:`website/analytics/GA`.
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@ -152,7 +152,7 @@ Reporting
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Analytics
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---------
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Each website has its own :doc:`analytics <../reporting/plausible>`. To switch between websites,
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Each website has its own :ref:`analytics <website/analytics/plausible>`. To switch between websites,
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click the buttons in the upper right corner.
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.. image:: multi_website/analytics-switch-websites.png
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@ -7,6 +7,5 @@ Reporting
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.. toctree::
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:titlesonly:
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reporting/analytics
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reporting/link_tracker
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reporting/plausible
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reporting/google_analytics
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109
content/applications/websites/website/reporting/analytics.rst
Normal file
@ -0,0 +1,109 @@
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=================
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Website analytics
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=================
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Website analytics helps website owners understand how people use their site. It provides data on
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visitor demographics, behavior, and interactions, helping improve websites and marketing strategies.
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You can track your Odoo website's traffic using :ref:`website/analytics/plausible` or
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:ref:`website/analytics/GA`. We recommend using Plausible.io as it is privacy-friendly, lightweight,
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and easy to use. The Plausible analytics dashboard is also integrated into Odoo and can be accessed
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via :menuselection:`Website --> Reporting --> Analytics`.
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.. _website/analytics/plausible:
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Plausible.io
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============
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If your database is hosted on Odoo Online, the Plausible.io integration is available in Odoo for
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free. To enable the feature, go to :menuselection:`Website --> Configuration --> Settings`, then, in
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the :guilabel:`SEO` section, enable :guilabel:`Plausible Analytics` and click :guilabel:`Save`. You
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can then access your Plausible analytics dashboard by going to :menuselection:`Website --> Reporting
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--> Analytics`.
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If your database is hosted on Odoo.sh or on-premise, or if you wish to use your own Plausible.io
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account, proceed as follows:
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#. Create or sign in to a Plausible account using the following link: `<https://plausible.io/register>`_.
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#. If you are creating a new account, go through the registration and activation steps. When asked
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to provide your website details, add its :guilabel:`Domain` without including `www` (e.g.,
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`example.odoo.com`) and change the :guilabel:`Reporting Timezone` if necessary. Click
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:guilabel:`Add snippet` to proceed to the next step. Ignore the :guilabel:`Add JavaScript snippet`
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instructions and click :guilabel:`Start collecting data`.
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#. Once done, click the Plausible logo in the upper-left part of the page to access your `list of
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websites <https://plausible.io/sites>`_, then click the gear icon next to the website.
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.. image:: analytics/plausible-gear-icon.png
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:alt: Click the gear icon in the list of websites.
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#. In the sidebar, select :guilabel:`Visibility`, then click :guilabel:`+ New link`.
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#. Enter a :guilabel:`Name`, leave the :guilabel:`Password` field empty, as the Plausible analytics
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dashboard integration in Odoo doesn't support it, then click :guilabel:`Create shared link`.
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.. image:: analytics/plausible-create-sharedlink.png
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:alt: Credentials creation for the new shared link
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#. Copy the shared link.
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.. image:: analytics/plausible-copy-sharedlink.png
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:alt: Copy the shared link URL from Plausible.io
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#. In Odoo, go to :menuselection:`Website --> Configuration --> Settings`.
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#. In the :guilabel:`SEO` section, enable :guilabel:`Plausible Analytics`, then paste the
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:guilabel:`Shared Link` and click :guilabel:`Save`.
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.. tip::
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If you have :doc:`multiple websites <../configuration/multi_website>`, add your websites to your
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Plausible.io account by going to `<https://plausible.io/sites>`_ and clicking :guilabel:`+ Add
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website`. In Odoo, in the **Website settings**, make sure to select the website in the
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:guilabel:`Settings of Website` field before pasting the :guilabel:`Shared link`.
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.. note::
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Odoo automatically pushes two custom goals: `Lead Generation` and `Shop`.
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.. seealso::
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`Plausible Analytics documentation <https://plausible.io/docs>`_
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.. _website/analytics/GA:
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Google Analytics
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================
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To follow your Odoo website's traffic with Google Analytics:
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#. Create or sign in to a Google account using the following link: `<https://analytics.google.com>`_.
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#. - If you are setting up Google Analytics for the first time, click :guilabel:`Start measuring`
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and go through the account creation step.
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- If you already have a Google Analytics account, sign in and click the gear icon in the
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bottom-left corner of the page to access the **Admin** page. Then, click :guilabel:`+ Create
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Property`.
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.. image:: analytics/GA-add-property.png
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:alt: Measurement ID in Google Analytics.
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#. Complete the next steps: `property creation <https://support.google.com/analytics/answer/9304153?hl=en/&visit_id=638278591144564289-3612494643&rd=2#property>`_,
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business details, and business objectives.
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#. When you reach the **Data collection** step, choose the :guilabel:`Web` platform.
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.. image:: analytics/GA-platform.png
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:alt: Choose a platform for your Google Analytics property.
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#. Set up your data stream: Specify your :guilabel:`Website URL` and a :guilabel:`Stream name`, then
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click :guilabel:`Create stream`.
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#. Copy the :guilabel:`Measurement ID`.
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.. image:: analytics/GA-measurement-id.png
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:alt: Measurement ID in Google Analytics.
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#. In Odoo, go to :menuselection:`Website --> Configuration --> Settings`.
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#. In the :guilabel:`SEO` section, enable :guilabel:`Google Analytics`, then paste the
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:guilabel:`Measurement ID` and click :guilabel:`Save`.
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.. tip::
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If you have :doc:`multiple websites <../configuration/multi_website>` with separate domains, it
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is recommended to create `one property <https://support.google.com/analytics/answer/9304153?hl=en/&visit_id=638278591144564289-3612494643&rd=2#property>`_
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per domain. In Odoo, in the **Website settings**, make sure to select the website in the
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:guilabel:`Settings of Website` field before pasting the :guilabel:`Measurement ID`.
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.. seealso::
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`Google documentation on setting up Analytics for a website <https://support.google.com/analytics/answer/1008015?hl=en/>`_
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@ -1,28 +0,0 @@
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=======================================================
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How to track your website's traffic in Google Analytics
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=======================================================
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To follow your website's traffic with Google Analytics:
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- `Create a Google Analytics account <https://www.google.com/analytics/>`__ if
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you don't have any.
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- Go through the creation form and accept the conditions to get the tracking ID.
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.. image:: google_analytics/google_analytics_account.png
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:align: center
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- Copy the tracking ID to insert it in Odoo.
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.. image:: google_analytics/google_analytics_tracking_id.png
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:align: center
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- Go to the *Configuration* menu of your Odoo's Website app.
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In the settings, turn on Google Analytics and paste the tracking ID.
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Then save the page.
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.. image:: google_analytics/google_analytics_settings.png
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:align: center
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To make your first steps in Google Analytics, refer to `Google Documentation
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<https://support.google.com/analytics/answer/1008015?hl=en/>`_.
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@ -50,7 +50,7 @@ country of origin for those clicks.
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#. You can also access the link tracker on *odoo.com/r* via your browser.
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#. Activate the developer mode (:menuselection:`Settings --> Activate the developer mode`) and
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get access to the *Link Tracker* module and its back-end functionalities.
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#. Integrated with :doc:`Google Analytics <google_analytics>`, those trackers allow you to see
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the number of clicks and visitors to keep you on top of your marketing campaigns.
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#. Integrated with :ref:`website/analytics/GA`, those trackers allow you to
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see the number of clicks and visitors to keep you on top of your marketing campaigns.
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#. The integration with the :doc:`CRM </applications/sales/crm/track_leads/prospect_visits>` application allows
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you to understand where your leads and opportunities are coming from.
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@ -1,44 +0,0 @@
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===================================
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Website analytics with Plausible.io
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===================================
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To follow your website's traffic with Plausible.io:
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- `Create a Plausible.io account <https://plausible.io/register>`_ if you don't have any.
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- `Create your website <https://plausible.io/sites/new>`_ and `Start collecting data` if it is not
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already done.
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- Go through the `list of your websites <https://plausible.io/sites>`_ and click on the gear icon.
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.. image:: plausible/cog.png
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:align: center
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:alt: Click on cog icon in the list of websites
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- Click on the button :guilabel:`+ New Link` in the tab Visibility to create your Shared links.
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.. image:: plausible/new-sharedlink.png
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:align: center
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:alt: Adding a shared link in the Visibility tab
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- Choose a name (and NO password - it is not supported to embed it in Odoo) and click on the button
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`Create Shared Link`.
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.. image:: plausible/create-sharedlink.png
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:align: center
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:alt: Credentials creation for the new shared link
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- Copy the new Shared Link URL from Plausible.io and paste it into the Settings of Odoo.
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.. image:: plausible/copy-sharedlink.png
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:align: center
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:alt: Copy the shared link URL from Plausible.io
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.. image:: plausible/paste-sharedlink.png
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:align: center
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:alt: Paste the shared link URL to Odoo settings
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.. note::
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- | **You are on the Odoo Online Platform**
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| When you `create your Odoo Online database <https://www.odoo.com/trial>`_, we create it for
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you on our own server. You don't have anything to do.
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- | **What about the Goal?**
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| Odoo pushes out-of-the-box custom events: `Lead Generation` and `Shop`.
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@ -104,6 +104,11 @@ applications/sales/point_of_sale/payment/worldline.rst applications/sales/point_
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applications/services/fsm/default_warehouse.rst applications/services/field_service/default_warehouse.rst # fsm/* -> field_service/*
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# applications/websites
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applications/websites/website/reporting/google_analytics_dashboard.rst applications/websites/website/reporting/google_analytics.rst
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# developer/howtos
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developer/howtos/rdtraining/D_mixins.rst developer/tutorials/mixins.rst # reorganize the developer doc
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@ -60,7 +60,9 @@ applications/websites/ecommerce/shopper_experience/payment_providers.rst applica
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applications/websites/ecommerce/maximizing_revenue/pricing.rst applications/websites/ecommerce/managing_products/price_management.rst # /maximizing_revenue/pricing -> /managing_products/price_management
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applications/websites/ecommerce/maximizing_revenue/reviews.rst applications/websites/ecommerce/ecommerce_management/customer_interaction.rst # /maximizing_revenue/reviews -> /ecommerce_management/customer_interaction
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applications/websites/ecommerce/shopper_experience/portal.rst applications/websites/ecommerce/ecommerce_management/customer_accounts.rst # /shopper_experience/portal -> /ecommerce_management/customer_accounts
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applications/websites/website/optimize/plausible.rst applications/websites/website/reporting/plausible.rst # /optimize/* -> /reporting/*
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applications/websites/website/optimize/plausible.rst applications/websites/website/reporting/analytics.rst # /optimize/* -> /reporting/*
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applications/websites/website/reporting/google_analytics.rst applications/websites/website/reporting/analytics.rst # merged plausible.rst and google_analytics.rst
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applications/websites/website/reporting/plausible.rst applications/websites/website/reporting/analytics.rst # merged plausible.rst and google_analytics.rst
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# developer/howtos
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