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Getting started with Google Analytics

Overview

You can connect your Google Analytics (GA) account to Calendly to track how invitees engage with your booking page or routing form. Once connected, Calendly will send details about your invitee's actions to Google Analytics, including when an invitee visits and submits a routing form, and when an invitee visits your scheduling page and books a meeting. You can see a full list of tracked invitee actions under What to expect after you’ve connected.

This article will outline how to get started with Google Analytics. First, you’ll want to connect with your GA tracking code. Then, you can book a test event and set up a conversion.

Supported property types

Calendly supports Google Analytics 4 and Universal Analytics

Google Analytics has two types of properties: Google Analytics 4 and Universal Analytics. You can connect either or both property types to Calendly, using their tracking codes. Google Analytics 4 is the newer version, so new properties you create will default to a Measurement ID.

Property Tracking Code Format
Google Analytics 4 Measurement ID G-xxxxxxxxxx
Universal Analytics Tracking ID UA-xxxxxxxxx

How to add your tracking code to Calendly

Before you begin…

  • To connect Google Analytics, you must be a Calendly owner or admin on a Professional/standard account (or higher).
  • You can connect one tracking code per Calendly instance. You cannot connect different tracking codes per team or per user within an instance.
To connect your measurement ID

  1. If you haven’t set up a data stream for your personal or company website yet, follow Google's steps to add a data stream.

  2. Once you have a data stream for your website, copy your Measurement ID (it will have the format G-xxxxxxxxxx). Do not copy your Property ID.

    Measurement_ID.png

    Tip: If you need help finding your Measurement ID, consult Google’s What happened to my tracking ID?

  3. In Calendly, go to your Integrations page and select Google Analytics.

  4. Select Edit.

  5. Under Measurement ID, paste in your Measurement ID and select Save.

To connect your tracking ID

trackID1.2.gif

  1. In Google Analytics, locate your Tracking ID. If you need help locating it, consult Google’s What happened to my tracking ID?

  2. Copy the Tracking ID (it will have the format UA-xxxxxxxxxx).

    UA_tracking_ID.png

  3. In Calendly, go to your Integrations page and select Google Analytics.

  4. Select Edit.

  5. Under Universal Analytics property, paste in your Tracking ID and select Save.

What to expect after you’ve connected

Once you’ve connected, Calendly will track all events for your Calendly instance and display the invitee actions as as event in Google Analytics, shown in the table below. You can book a test event on your Calendly page to see how this information will show in Google Analytics.

Note that Google Analytics can take up to 24 hours to populate event reports, but you can view live activity in realtime in GA. To learn how to view actions in realtime, view Google’s About Real-Time (UA) or GA4 Realtime.

When an invitee… This event will show in Google Analytics as…
visits your routing form invitee_visits_routing_form
submits the routing form invitee_submits_routing_form
visits your landing page invitee_scheduling_page
visits your event scheduling page invitee_event_type_page
selects a date invitee_select_day
selects a time invitee_select_time
books a meeting invitee_meeting_scheduled

Google Ads & Google Tag Manager (GTM)

If you are looking to link your Google Analytics data to your Google Ads, follow the steps outlined here. Once this is done, you can set up your conversions to be imported in with these steps.

In regards to GTM, at this time there is no direction integration that can be set up with Calendly. 

How to set up a goal or conversion event

To measure invitee actions that are important to you, you can set up a goal or conversion event (UA refers to this as a goal and GA4 refers to this as a conversion event). Scheduled events tend to be the most popular conversion, but you can mark any invitee action as a conversion.

To set up a conversion event with GA4

You can set up a conversion event before or after event data shows in Google Analytics. Google’s Set up and manage conversion events outlines how to do so, as well as the steps below.

Create a conversion before event data shows

  1. Follow the steps in the section, Identify new conversion events before collecting data. You will need to create an event before identifying conversions.

  2. When entering the name of the event, consult the above table for event name. For example, to track scheduled meetings, enter invitee_meeting_scheduled.

Mark a conversion after event data shows

GA__Configure_event.gif

  1. In Google Analytics, select Configure in the lefthand sidebar.

  2. Select Events.

  3. Under the event actions, select which event you’d like to count as a conversion, by toggling on Mark as conversion. Note: You may not see any events if it's been under 24 hours since you’ve connected Google Analytics. In that case, you can book a test event and wait 24 hours before you set up a conversion, OR you can Create a conversion before event data shows.

To set up a goal with UA

GA3.0.gif

  1. In Google Analytics, select the Admin gear in the bottom lefthand corner.

  2. Under the View column, select Goals.

  3. Select +New Goal.

  4. Under Goal name, enter a descriptive name, such as “Meeting scheduled.”

  5. Under Type, select Event.

  6. Under Goal details, fill in the relevant details from the table below, based on what goal you’d like to track. If you’d like to treat multiple invitee actions as conversions, you can create a goal for each invitee action.

  7. Select Save

    To track when an invitee… Add this to your goal in Google Analytics…
    visits your routing form

    Category: calendly
    Action: invitee_visits_routing_form
    Label*: Enter form name
    Value: Leave blank
    submits the routing form

    Category: calendly
    Action: invitee_submits_routing_form
    Label*: Enter form name
    Value: Leave blank
    visits your landing page

    Category: calendly
    Action: invitee_scheduling_page
    Label: Leave blank
    Value: Leave blank
    visits your event scheduling page

    Category: calendly
    Action: invitee_event_type_page
    Label*: Enter event type name, ex:“Onboarding call”
    Value: Leave blank
    selects a date

    Category: calendly
    Action: invitee_select_day
    Label*: Enter event type name, ex: “Onboarding call”
    Value: Leave blank
    selects a time

    Category: calendly
    Action: invitee_select_time
    Label*: Event type name, ex: “Onboarding call”
    Value: Leave blank
    books a meeting

    Category: calendly
    Action: invitee_meeting_scheduled
    Label*: Event type name, ex: “Onboarding call”
    Value: Leave blank

    *Notes:

    - If you want to track a specific event type or routing form, you will need to enter your event type name or routing form name exactly as it appears in Calendly. Make sure you include any capitalized letters or special characters.

    - If you would like to track all event types or all routing forms in your organization, you can leave the label field blank.

Track your source with UTM parameters

To track how your invitees accessed your link, you can append UTM parameters to your Calendly link. Without UTM parameters, the source of your events will show as direct.

With UTM parameters, the source in Google Analytics will match the UTM source prepended to your scheduling link. For example, calendly.com/your_event/?utm_source=facebook will show up as facebook in Google Analytics.

GA__session_source.png

If you’ve embedded Calendly on your site, you can add a UTM parameter directly to the embed code. Source tracking with your Calendly embed explains how to do so.

To learn about tracking Google Analytics with your embed, view Tracking Google Analytics in your Calendly embed.

 

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