[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>
This commit is contained in:
“Audrey 2023-08-18 07:27:08 +00:00
parent ecb7b9257d
commit c677de3666
31 changed files with 127 additions and 100 deletions

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@ -5,15 +5,12 @@ Performance monitoring
Odoo integrates a variety of tools to analyze and improve the performance of your eCommerce
website.
Performance analysis tools
==========================
Data monitoring
---------------
===============
**Website** allows monitoring and analysis of the sales performance of your eCommerce. To access the
**reporting view**, go to :menuselection:`Website --> Reporting`. This dashboard helps you monitor
everything related to sales, such as sales performance per product, category, day, etc.
**reporting view**, go to :menuselection:`Website --> Reporting --> eCommerce`. This dashboard helps
you monitor everything related to sales, such as sales performance per product, category, day, etc.
.. image:: reporting/reporting.png
:align: center
@ -31,20 +28,7 @@ Other options include **multiple views (Pivot, etc.), comparison** by periods or
:guilabel:`insert in spreadsheet`, etc.
Analytics
---------
=========
It is possible to link your Odoo website with Google Analytics. To do so, go to
:menuselection:`Website --> Configuration --> Settings` and scroll to the :guilabel:`SEO` section.
Then, enter your **ID** in the :guilabel:`Measurement ID` field.
If you are still using **Universal Analytics**, it can directly be added by injecting the code in
the HTML header and body using the website builder. All metrics from Google Analytics and Universal
Analytics can be seen directly within Odoo.
Alternatively, Odoo offers the possibility to use another service, **Plausible.io**. Plausible.io is
a simple and privacy-friendly alternative to Google Analytics. Everything can be managed directly in
Odoo, there is no need to visit Plausible.io's website to access your metrics.
.. seealso::
- :doc:`/applications/websites/website/reporting/google_analytics`
- :doc:`/applications/websites/website/reporting/plausible`
It is possible to link your Odoo website with :ref:`website/analytics/plausible` and
:ref:`website/analytics/GA`.

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@ -152,7 +152,7 @@ Reporting
Analytics
---------
Each website has its own :doc:`analytics <../reporting/plausible>`. To switch between websites,
Each website has its own :ref:`analytics <website/analytics/plausible>`. To switch between websites,
click the buttons in the upper right corner.
.. image:: multi_website/analytics-switch-websites.png

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@ -7,6 +7,5 @@ Reporting
.. toctree::
:titlesonly:
reporting/analytics
reporting/link_tracker
reporting/plausible
reporting/google_analytics

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@ -0,0 +1,109 @@
=================
Website analytics
=================
Website analytics helps website owners understand how people use their site. It provides data on
visitor demographics, behavior, and interactions, helping improve websites and marketing strategies.
You can track your Odoo website's traffic using :ref:`website/analytics/plausible` or
:ref:`website/analytics/GA`. We recommend using Plausible.io as it is privacy-friendly, lightweight,
and easy to use. The Plausible analytics dashboard is also integrated into Odoo and can be accessed
via :menuselection:`Website --> Reporting --> Analytics`.
.. _website/analytics/plausible:
Plausible.io
============
If your database is hosted on Odoo Online, the Plausible.io integration is available in Odoo for
free. To enable the feature, go to :menuselection:`Website --> Configuration --> Settings`, then, in
the :guilabel:`SEO` section, enable :guilabel:`Plausible Analytics` and click :guilabel:`Save`. You
can then access your Plausible analytics dashboard by going to :menuselection:`Website --> Reporting
--> Analytics`.
If your database is hosted on Odoo.sh or on-premise, or if you wish to use your own Plausible.io
account, proceed as follows:
#. Create or sign in to a Plausible account using the following link: `<https://plausible.io/register>`_.
#. If you are creating a new account, go through the registration and activation steps. When asked
to provide your website details, add its :guilabel:`Domain` without including `www` (e.g.,
`example.odoo.com`) and change the :guilabel:`Reporting Timezone` if necessary. Click
:guilabel:`Add snippet` to proceed to the next step. Ignore the :guilabel:`Add JavaScript snippet`
instructions and click :guilabel:`Start collecting data`.
#. Once done, click the Plausible logo in the upper-left part of the page to access your `list of
websites <https://plausible.io/sites>`_, then click the gear icon next to the website.
.. image:: analytics/plausible-gear-icon.png
:alt: Click the gear icon in the list of websites.
#. In the sidebar, select :guilabel:`Visibility`, then click :guilabel:`+ New link`.
#. Enter a :guilabel:`Name`, leave the :guilabel:`Password` field empty, as the Plausible analytics
dashboard integration in Odoo doesn't support it, then click :guilabel:`Create shared link`.
.. image:: analytics/plausible-create-sharedlink.png
:alt: Credentials creation for the new shared link
#. Copy the shared link.
.. image:: analytics/plausible-copy-sharedlink.png
:alt: Copy the shared link URL from Plausible.io
#. In Odoo, go to :menuselection:`Website --> Configuration --> Settings`.
#. In the :guilabel:`SEO` section, enable :guilabel:`Plausible Analytics`, then paste the
:guilabel:`Shared Link` and click :guilabel:`Save`.
.. tip::
If you have :doc:`multiple websites <../configuration/multi_website>`, add your websites to your
Plausible.io account by going to `<https://plausible.io/sites>`_ and clicking :guilabel:`+ Add
website`. In Odoo, in the **Website settings**, make sure to select the website in the
:guilabel:`Settings of Website` field before pasting the :guilabel:`Shared link`.
.. note::
Odoo automatically pushes two custom goals: `Lead Generation` and `Shop`.
.. seealso::
`Plausible Analytics documentation <https://plausible.io/docs>`_
.. _website/analytics/GA:
Google Analytics
================
To follow your Odoo website's traffic with Google Analytics:
#. Create or sign in to a Google account using the following link: `<https://analytics.google.com>`_.
#. - If you are setting up Google Analytics for the first time, click :guilabel:`Start measuring`
and go through the account creation step.
- If you already have a Google Analytics account, sign in and click the gear icon in the
bottom-left corner of the page to access the **Admin** page. Then, click :guilabel:`+ Create
Property`.
.. image:: analytics/GA-add-property.png
:alt: Measurement ID in Google Analytics.
#. Complete the next steps: `property creation <https://support.google.com/analytics/answer/9304153?hl=en/&visit_id=638278591144564289-3612494643&rd=2#property>`_,
business details, and business objectives.
#. When you reach the **Data collection** step, choose the :guilabel:`Web` platform.
.. image:: analytics/GA-platform.png
:alt: Choose a platform for your Google Analytics property.
#. Set up your data stream: Specify your :guilabel:`Website URL` and a :guilabel:`Stream name`, then
click :guilabel:`Create stream`.
#. Copy the :guilabel:`Measurement ID`.
.. image:: analytics/GA-measurement-id.png
:alt: Measurement ID in Google Analytics.
#. In Odoo, go to :menuselection:`Website --> Configuration --> Settings`.
#. In the :guilabel:`SEO` section, enable :guilabel:`Google Analytics`, then paste the
:guilabel:`Measurement ID` and click :guilabel:`Save`.
.. tip::
If you have :doc:`multiple websites <../configuration/multi_website>` with separate domains, it
is recommended to create `one property <https://support.google.com/analytics/answer/9304153?hl=en/&visit_id=638278591144564289-3612494643&rd=2#property>`_
per domain. In Odoo, in the **Website settings**, make sure to select the website in the
:guilabel:`Settings of Website` field before pasting the :guilabel:`Measurement ID`.
.. seealso::
`Google documentation on setting up Analytics for a website <https://support.google.com/analytics/answer/1008015?hl=en/>`_

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=======================================================
How to track your website's traffic in Google Analytics
=======================================================
To follow your website's traffic with Google Analytics:
- `Create a Google Analytics account <https://www.google.com/analytics/>`__ if
you don't have any.
- Go through the creation form and accept the conditions to get the tracking ID.
.. image:: google_analytics/google_analytics_account.png
:align: center
- Copy the tracking ID to insert it in Odoo.
.. image:: google_analytics/google_analytics_tracking_id.png
:align: center
- Go to the *Configuration* menu of your Odoo's Website app.
In the settings, turn on Google Analytics and paste the tracking ID.
Then save the page.
.. image:: google_analytics/google_analytics_settings.png
:align: center
To make your first steps in Google Analytics, refer to `Google Documentation
<https://support.google.com/analytics/answer/1008015?hl=en/>`_.

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@ -50,7 +50,7 @@ country of origin for those clicks.
#. You can also access the link tracker on *odoo.com/r* via your browser.
#. Activate the developer mode (:menuselection:`Settings --> Activate the developer mode`) and
get access to the *Link Tracker* module and its back-end functionalities.
#. Integrated with :doc:`Google Analytics <google_analytics>`, those trackers allow you to see
the number of clicks and visitors to keep you on top of your marketing campaigns.
#. Integrated with :ref:`website/analytics/GA`, those trackers allow you to
see the number of clicks and visitors to keep you on top of your marketing campaigns.
#. The integration with the :doc:`CRM </applications/sales/crm/track_leads/prospect_visits>` application allows
you to understand where your leads and opportunities are coming from.

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@ -1,44 +0,0 @@
===================================
Website analytics with Plausible.io
===================================
To follow your website's traffic with Plausible.io:
- `Create a Plausible.io account <https://plausible.io/register>`_ if you don't have any.
- `Create your website <https://plausible.io/sites/new>`_ and `Start collecting data` if it is not
already done.
- Go through the `list of your websites <https://plausible.io/sites>`_ and click on the gear icon.
.. image:: plausible/cog.png
:align: center
:alt: Click on cog icon in the list of websites
- Click on the button :guilabel:`+ New Link` in the tab Visibility to create your Shared links.
.. image:: plausible/new-sharedlink.png
:align: center
:alt: Adding a shared link in the Visibility tab
- Choose a name (and NO password - it is not supported to embed it in Odoo) and click on the button
`Create Shared Link`.
.. image:: plausible/create-sharedlink.png
:align: center
:alt: Credentials creation for the new shared link
- Copy the new Shared Link URL from Plausible.io and paste it into the Settings of Odoo.
.. image:: plausible/copy-sharedlink.png
:align: center
:alt: Copy the shared link URL from Plausible.io
.. image:: plausible/paste-sharedlink.png
:align: center
:alt: Paste the shared link URL to Odoo settings
.. note::
- | **You are on the Odoo Online Platform**
| When you `create your Odoo Online database <https://www.odoo.com/trial>`_, we create it for
you on our own server. You don't have anything to do.
- | **What about the Goal?**
| 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_
applications/services/fsm/default_warehouse.rst applications/services/field_service/default_warehouse.rst # fsm/* -> field_service/*
# applications/websites
applications/websites/website/reporting/google_analytics_dashboard.rst applications/websites/website/reporting/google_analytics.rst
# developer/howtos
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
applications/websites/ecommerce/maximizing_revenue/pricing.rst applications/websites/ecommerce/managing_products/price_management.rst # /maximizing_revenue/pricing -> /managing_products/price_management
applications/websites/ecommerce/maximizing_revenue/reviews.rst applications/websites/ecommerce/ecommerce_management/customer_interaction.rst # /maximizing_revenue/reviews -> /ecommerce_management/customer_interaction
applications/websites/ecommerce/shopper_experience/portal.rst applications/websites/ecommerce/ecommerce_management/customer_accounts.rst # /shopper_experience/portal -> /ecommerce_management/customer_accounts
applications/websites/website/optimize/plausible.rst applications/websites/website/reporting/plausible.rst # /optimize/* -> /reporting/*
applications/websites/website/optimize/plausible.rst applications/websites/website/reporting/analytics.rst # /optimize/* -> /reporting/*
applications/websites/website/reporting/google_analytics.rst applications/websites/website/reporting/analytics.rst # merged plausible.rst and google_analytics.rst
applications/websites/website/reporting/plausible.rst applications/websites/website/reporting/analytics.rst # merged plausible.rst and google_analytics.rst
# developer/howtos