How to Prepare for Google Analytics 4

Still tripping over the transition from Universal Analytics to Google Analytics 4? You’re not alone. GA4 isn't just an update, it's a completely different way of thinking about website traffic and user behavior. This guide will walk you through the essential steps to not only prepare for GA4 but to set yourself up for better, more meaningful insights that can actually help grow your business.

The Big Shift: From Sessions to Events

The first and most important step in preparing for GA4 is a mental one. You have to change how you think about tracking. Universal Analytics (UA) was built around sessions and pageviews. Think of a session as a container for everything a user did in one visit. Pageviews, events, and transactions were all packed inside that container.

GA4 throws out the container model. Now, everything a user does is an event.

• Someone views a page? That's a page_view event.
• Someone visits your site for the first time? That’s a first_visit event.
• Someone scrolls 90% of the way down a blog post? That’s a scroll event.
• Someone buys a product? That's a purchase event.

This event-based model is incredibly powerful because it gives you a more flexible and complete picture of the customer journey, especially as users move between your website and mobile app. Instead of analyzing siloed sessions, you're looking at a continuous stream of interactions, which is much closer to how people actually behave.

Your GA4 Implementation Checklist

If you're still running on Universal Analytics or you set up GA4 without configuring it, now is the time to get your foundation right. Follow these steps to ensure you’re collecting clean, actionable data.

1. Create Your GA4 Property (If You Haven't Already)

When you open your Google Analytics account, you've likely seen prompts encouraging you to create a GA4 property. If you haven't, using the GA4 Setup Assistant is the easiest way to get started. It creates a new GA4 property that collects data alongside your existing Universal Analytics property without disrupting your current setup. This allows you to get comfortable with the new interface while still relying on your familiar UA reports.

Head to the Admin section of your Analytics account, select the correct UA property, and click on the GA4 Setup Assistant. Follow the prompts, and you'll have a new GA4 property created in minutes.

2. Configure Your Data Stream

Once your property exists, you need to tell it where to get data from. This is done through a "Data Stream." You can create separate data streams for your website, your iOS app, and your Android app, all feeding into the same GA4 property for a unified view.

For your website, setting up a data stream is simple. You’ll be asked for your website URL and a stream name. GA4 will then provide you with a unique Measurement ID, which looks like G-XXXXXXXXXX. This is the ID you'll use to connect your site to GA4.

During this step, make sure "Enhanced Measurement" is enabled. It’s usually on by default, and you should keep it that way. This one feature automatically tracks a number of important interactions without any extra setup, including:

• Page views
• Scrolls (when a user reaches the bottom of a page)
• Outbound clicks
• Site search
• Video engagement
• File downloads

3. Install the GA4 Tag

Now you need to put the GA4 tracking code on your website. There are two primary ways to do this:

• Global Site Tag (gtag.js): This involves adding a snippet of code directly to your website’s HTML. It's straightforward if you're comfortable with code, but can become clunky as you add more tracking tags (like for Facebook Ads or other tools).
• Google Tag Manager (GTM): This is the highly recommended method. GTM is a free tool that acts as a container for all of your marketing and analytics tags. Instead of adding a dozen code snippets to your site, you just add the GTM snippet once. From there, you can add, remove, and manage all your tags - including GA4 - from GTM’s user-friendly interface. It offers far more flexibility and control without needing a developer for every change.

Whatever method you choose, you'll use the Measurement ID from your Data Stream to link your site to your GA4 property.

4. Configure Cross-Domain Tracking

Do you have a user journey that spans multiple domains? For example, a main website on mysite.com and a checkout process on checkout.myservice.com? In UA, setting up cross-domain tracking to follow a user across these sites was a pain.

In GA4, it’s much simpler. In your Data Stream settings, go to Configure tag settings > Configure your domains. Here, you can list all the domains you want to be treated as a single journey. This ensures you don't lose track of where a user originally came from just because they moved to your payment portal to complete a purchase.

5. Set Up Referral Exclusions

This is a critical step for accurate attribution. Imagine a customer fills their cart on your site, goes to PayPal to pay, and then is redirected back to your "thank you" page. Without referral exclusion, GA4 might report that your new customer came from paypal.com, overwriting the original source like a Google Ad or organic search.

To fix this, go to your Data Stream settings and find List unwanted referrals. Add the domains of your payment gateways (e.g., paypal.com, stripe.com) and any other third-party services that shouldn’t get credited as a traffic source.

Beyond the Basics: Tracking What Actually Matters

With the technical setup handled, it's time for the most important part: defining what actions you want to track. In the event-based model, you have much more granular control over measuring success.

Understanding the Tiers of Events

Think of events in GA4 falling into a few different categories:

• Automatically Collected Events: These are the baseline events GA4 collects from a basic setup, like session_start and first_visit.
• Enhanced Measurement Events: These are the valuable events like scroll, click, and file_download that you enabled in your data stream settings.
• Recommended Events: Google provides a list of standard event names for common scenarios across different industries (e.g., add_to_cart for e-commerce, generate_lead for B2B). Using these names helps Google better understand your data and makes your reports compatible with future feature updates.
• Custom Events: This is where you track the interactions that are completely unique to your business. This could be anything from a watch_demo_video event to a used_cost_calculator event.

Turning Events into Conversions

An event is just an action. A conversion is an action that is valuable to your business. In GA4, turning an event into a conversion is as easy as flipping a switch.

Let's say you've set up a custom event called request_a_quote. Every time someone fills out your quote form, that event fires. To track this as a main business goal, you simply go to Admin > Conversions, click New conversion event, and type in the name of your event (request_a_quote).

Now, GA4 will treat that event as a conversion, allowing you to easily see which marketing channels, campaigns, and pages are driving your most important outcomes.

Navigating the New GA4 Reports

The reporting interface in GA4 is where most people get a little lost. Many familiar reports from UA are gone or have been completely re-imagined.

Key Report Sections

• Reports Snapshot: Your high-level dashboard.
• Realtime: See what's happening on your site right this second.
• Acquisition: Find out where your users are coming from. This is where you’ll find reports on traffic sources and campaign performance.
• Engagement: See what users are doing on your site. This includes reports on events, conversions, and pages viewed.
• Monetization: For e-commerce sites, this is where you'll find data on revenue, purchases, and products.

Meet "Explorations"

The biggest change in reporting is the new Explore section. This is where you go when the standard reports aren't enough. Explorations is a powerful reporting suite that lets you build custom views of your data from scratch or with templates.

Think of it as a much more advanced version of "Custom Reports" from Universal Analytics. You can build advanced segments, create detailed user funnels, and visualize user paths through your site in ways that simply weren't possible before. Take some time to play around with the templates, especially the Funnel exploration and Path exploration reports, to get a feel for what’s possible.

Final Thoughts

Preparing for GA4 successfully is less about flipping a switch and more about adopting a new framework. The move to an event-based model empowers you to measure user journeys more accurately, but it requires a careful setup of your property, data streams, and crucially, your conversion events to be successful.

Of course, even with a perfect setup, navigating the GA4 interface to find quick answers can feel like a full-time job. We created Graphed specifically for marketers and founders who need insights, not another complex tool to learn. We connect directly to your GA4 account (along with your ad platforms and CRM) enabling you to build real-time marketing dashboards instantly by just describing in plain English so you can spend less time searching for data and more time acting on it.