By filters, I'm talking about analytics here, specifically Google Analytics. So agencies, please make sure that you're filtering out your own traffic. Then if you're making enhancements to the site or you upgraded your WordPress instance and you want to make sure that your goals are still firing correctly, you can do all that and see that it's working in the test and staging view without polluting your main view. Then the third thing is make sure to test on a second property. This is incredibly frustrating, especially if you're trying to diagnose why, for example, I'm submitting a form, but I'm not seeing the lead, or if you've got other data hygiene issues, you can't match up the data and that's because you have different time zones. So definitely check the time zones of every product you use --website, CRM, analytics, ads, all of it. Well, the thing is that you can also make that interactive. So if somebody scrolls down the page 25%, you can say, well, that's an interactive hit, which means that person is no longer bounced, because it's counting an interaction, which for your setup might be great. Gaming bounce rate But what I've seen are unscrupulous agencies who come in and say if the person scrolls 2% of the way down the page, now that's an interactive hit. But the problem is that a lot of people, who aren't super great at interneting, will bookmark that page or they'll keep coming back to it again and again because maybe you put some really useful information on your thank you page, which is what you should do, except that means that people keep visiting it again and again without actually filling out the form.
We base so much of our livelihood on good data, but managing that data properly is a task in and of itself. In this week’s Whiteboard Friday, Dana DiTomaso shares why you need to keep your data clean and some of the top things to watch out for.
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Video Transcription
Hi. My name is Dana DiTomaso. I am President and partner at Kick Point. We’re a digital marketing agency, based in the frozen north of Edmonton, Alberta. So today I’m going to be talking to you about data hygiene.
What I mean by that is the stuff that we see every single time we start working with a new client this stuff is always messed up. Sometimes it’s one of these four things. Sometimes it’s all four, or sometimes there are extra things. So I’m going to cover this stuff today in the hopes that perhaps the next time we get a profile from someone it is not quite as bad, or if you look at these things and see how bad it is, definitely start sitting down and cleaning this stuff up.
1. Filters
So what we’re going to start with first are filters. By filters, I’m talking about analytics here, specifically Google Analytics. When go you into the admin of Google Analytics, there’s a section called Filters. There’s a section on the left, which is all the filters for everything in that account, and then there’s a section for each view for filters. Filters help you exclude or include specific traffic based on a set of parameters.
Filter out office, home office, and agency traffic
So usually what we’ll find is one Analytics property for your website, and it has one view, which is all website data which is the default that Analytics gives you, but then there are no filters, which means that you’re not excluding things like office traffic, your internal people visiting the website, or home office. If you have a bunch of people who work from home, get their IP addresses, exclude them from this because you don’t necessarily want your internal traffic mucking up things like conversions, especially if you’re doing stuff like checking your own forms.
You haven’t had a lead in a while and maybe you fill out the form to make sure it’s working. You don’t want that coming in as a conversion and then screwing up your data, especially if you’re a low-volume website. If you have a million hits a day, then maybe this isn’t a problem for you. But if you’re like the rest of us and don’t necessarily have that much traffic, something like this can be a big problem in terms of the volume of traffic you see. Then agency traffic as well.
So agencies, please make sure that you’re filtering out your own traffic. Again things like your web developer, some contractor you worked with briefly, really make sure you’re filtering out all that stuff because you don’t want that polluting your main profile.
Create a test and staging view
The other thing that I recommend is creating what we call a test and staging view. Usually in our Analytics profiles, we’ll have three different views. One we call master, and that’s the view that has all these filters applied to it.
So you’re only seeing the traffic that isn’t you. It’s the customers, people visiting your website, the real people, not your office people. Then the second view we call test and staging. So this is just your staging server, which is really nice. For example, if you have a different URL for your staging server, which you should, then you can just include that traffic. Then if you’re making enhancements to the site or you upgraded your WordPress instance and you want to make sure that your goals are still firing correctly, you can do all that and see that it’s working in the test and staging view without polluting your main view.
Test on a second property
That’s really helpful. Then the third thing is make sure to test on a second property. This is easy to do with Google Tag Manager. What we’ll have set up in most of our Google Tag Manager accounts is we’ll have our usual analytics and most of the stuff goes to there. But then if we’re testing something new, like say the content consumption metric we started putting out this summer, then we want to make sure we set up a second Analytics view and we put the test, the new stuff that we’re trying over to the second Analytics property, not view.
So you have two different Analytics properties. One is your main property. This is where all the regular stuff goes. Then you have a second property, which is where you test things out, and this is really helpful to make sure that you’re not going to screw something up accidentally when you’re trying out some crazy new thing like content consumption, which can totally happen and has definitely happened as we were testing the product. You don’t want to pollute your main data with something different that you’re trying out.
So send something to a second property. You do this for websites. You always have a staging and a live. So why wouldn’t you do this for your analytics, where you have a staging and a live? So definitely consider setting up a second property.
2. Time zones
The next thing that we have a lot of problems with are time zones. Here’s what happens.
Let’s say your website, basic install of WordPress and you didn’t change the time zone in WordPress, so it’s set to UTM. That’s the default in WordPress unless you change it. So now you’ve got your data for your website saying it’s UTM. Then let’s say your marketing team is on the East Coast, so they’ve got all of their tools set to Eastern time. Then your sales team is on the West Coast, so all of their tools are set to Pacific time.
So you can end up with a situation where let’s say, for example, you’ve…
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