Setting Up Custom Dimensions for Reveal in Google Analytics
What is a Custom Dimension?
Custom Dimensions are sent to analytics as parameters attached to hits, like page views, or events. Each custom dimension needs to be set before a tracking call can be made in order for that value to be sent to analytics. Each one is assigned a unique index number that differentiates one dimension (or metric) from the other. Each Clearbit attribute will need to be assigned a dimension and index number to be tracked from your website to GA.
How do I set up Custom Dimensions in Google Analytics?
To create a set of custom dimensions within Google Analytics, you'll need to create a one-to-one mapping of Clearbit attributes to Google Analytics dimensions.
Navigate to Custom Definitions then Custom Dimensions within the Google Analytics Admin panel to begin adding. Create a custom dimension for each of the properties you want to include, with a 'Scope' of 'Session'. Mark Active.
We recommend these for best practice:
- Clearbit IP Traffic Type
- Clearbit Company Name
- Clearbit Company Domain
- Clearbit Industry
- Clearbit Sub Industry
- Clearbit Employee Range
- Clearbit Estimated Revenue Range
- Clearbit HQ City
- Clearbit HQ State
- Clearbit HQ Country
(We do recommend adding as many of relevant Clearbit dimensions from the beginning as you can so there aren't any gaps in your analytics. GA is not retroactive, so if your team thinks it may use some of this data in the future, it's best to go ahead and collect it if you have the dimension available.)
Within GA's custom dimension settings, you can use 'Parked' to indicate any unused Custom Dimensions that may have been accidentally created or previously used. You can rename these fields however you'd like so long as they are not duplicated.
You can choose to create as many or as few dimensions as you think is helpful, however you can only have up to 20 in GA total. Which means if you already have existing dimensions you will need to rename them.
Make sure to reference your custom dimensions configuration when setting up Reveal on your site. Based on the dimensions you pick, your code could differ slightly from the documentation. You just have to make sure the numbers align EXACTLY.
Depending on the way you manage your company manages code on your websites, you can find full integration instructions below: