Table of contents

1. Informizely events
2. Creating data layer variables in GTM
3. Showing Informizely events in your Google Analytics 4 dashboard

For Google Analytics 4, the event name of Informizely events is set to Informizely. For each event the following parameters are set:

• survey: the survey's name
• category: depends on the event
• action: depends on the event
• label: for some events

The following events are sent to Google Analytics 4:

• When a survey is displayed:
  Parameter category: "Usage". Parameter action: "Shown".
• When a survey is completed by a user:
  Parameter category: "Usage". Parameter action: "Completed".
• When a survey is explicitly closed (not minimized) by a user while not all questions are answered:
  Parameter category: "Usage". Parameter action: "Canceled".
• When a survey is minimized by a user:
  Parameter category: "Usage". Parameter action: "Minimized".
• When a survey is maximized by a user:
  Parameter category: "Usage". Parameter action: "Maximized".
• For each answer given by a user (if enabled):
  Parameter category: "Answer". Parameter action: the question text. Parameter label: the user's answer.
  Visitor answers are recorded if the option "Record answers" is enabled (this is the default).
• For each activated call-to-action (i.e. a click on button, image or link that opens a web page or executes JavaScript code):
  Parameter category: "CTA".
  For a button-click that opens a URL:
  Parameter action: "Button Click - URL". Parameter label: the URL.
  
  For a button-click that executes JavaScript code:
  Parameter action: "Button Click - JavaScript". Parameter label: the button's unique item ID in the survey.
  
  For an image-click that opens a URL:
  Parameter action: "Image Click - URL". Parameter label: the URL.
  
  For an image-click that executes JavaScript code:
  Parameter action: ""Image Click - JavaScript". Parameter label: the image's unique item ID in the survey.
  
  For a link-click that opens a URL:
  Parameter action: "Link Click - URL". Parameter label: the URL.
  
  For a link-click that executes JavaScript code:
  Parameter action: "Link Click - JavaScript". Parameter label: the link's unique item ID in the survey.
  

If you use Google Tag Manager to load your Google Analytics 4 tag, you need to create an extra setup in Google Tag Manager in order to receive custom Informizely events in your Google Analytics 4 account. We discuss how to do this in the next section.

If you don't use Google Tag Manager to load your Google Analytics 4 tag you're good to go and you can skip the next section. Events should be recorded in your Google Analytics 4 account. Please note that it can take 24 to 48 hours for events to appear in Google Analytics reports, although you should be able to see them arriving in real time on the "Reports/Real-time" page in your GA4 dashboard.

If you use Google Tag Manager (GTM) to load your Google Analytics 4 (GA4) tag, GTM makes it a bit more involved to send custom Informizely events to your GA4 account. We'll describe the steps needed to make it work.

Creating data layer variables in GTM

Informizely's GA4 integration uses GTM's data layer to send Informizely's "custom events" to GA4. A custom event has an "event name" ("Informizely" for our purposes) and various "parameters" (as listed in the previous section). For starters, you need to map these event parameters to "data layer variables" in GTM. The event parameters to map are "survey", "category", "action" and "label".

In your GTM workspace, select the "Variables" section in the side-bar on the left and scroll down to the section named "User-Defined Variables". To configure the data layer variable "survey", click "New" and provide a descriptive name for the variable at the top of the window, like "Informizely - survey". Then click in the "Variable Configuration" window and select "Data Layer Variable". You can then enter "survey" as "Data Layer Variable Name".

Then click "Save" and repeat the step for the other event parameters "category", "action" and "label". You now have created 4 data layer variables:

Creating a trigger for Informizely GA4 events in GTM

For GTM to know when to send the data layer variables that we created in the previous section to GA4 we need to create a trigger in GTM.

Select the "Triggers" section in the side-bar on the left and click on "New". In the "Trigger Configuration" window select "Custom Event" as the Trigger Type and enter "Informizely" as the event name. Also configure the trigger to fire on "All Custom Events". Give the trigger an appropriate name like "Informizely Trigger".

Creating a tag for the Informizely trigger in GTM

To connect the dots and allow GTM to send Informizely events to GA4 you need to add a new tag for the Informizely trigger that you created in the previous section. Go to "Tags" and click on "New". Give the tag an appropriate name like "Informizely Events Tag". In the "Tag Configuration" window select "Google Analytics: GA4 Event" as the Tag Type and select your GA4 tag (with a name like "Google Analytics: GA4 Configuration") as the Configuration Tag. Specify "Informizely" as the Event Name.

In the section "Event Parameters" you need to map Informizely's event parameters to the data layer variables created earlier. For each click "Add Row", add the parameter name ("survey", "category", "action" or "label") and for "Value" select the associated data layer variable from the list that appears when you click the "+" icon.

Finally, select the Informizely trigger that we created earlier as the Firing Trigger and click "Save".

After your new GTM configuration is published Informizely events should be recorded in your Google Analytics 4 account. Please note that it can take 24 to 48 hours for events to appear in Google Analytics reports, although you should be able to see them arriving in real time on the "Reports/Real-time" page in your GA4 dashboard.

In your Google Analytics 4 dashboard Informizely events are shown on the "Reports/Engagement/Events" page. By clicking on the event name "Informizely" you can drill down to and see information about the event parameters.

You can also create an exploration in the "Explore" tab to create your own custom report and correlate all kinds of interesting relations. For this you first need to create custom dimensions for the Informizely event parameters on the "Admin/Custom definitions" page in your Google Analytics 4 dashboard:

To just show the event data that Informizely has sent, add "Event name" and the custom dimensions "survey", "category", "action" and "label" first to the DIMENSIONS section and then to ROWS, add "Event count" to METRICS and then to VALUES and filter on "Event name exactly matches Informizely":

You can drill down further, for example by filtering on a specific survey and show the labels where "category exactly matches Answer":