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Setup A New Website Dashboard On Peachtree Analytics

Setup A New Website Dashboard On Peachtree Analytics 150 150 luPwptCX4H

One of the primary components of Peachtree Analytics, the website dashboard provides valuable click and interaction insights to our users. Setting up a new dashboard is easy.

Please Note: If you are looking to import multiple site properties, please refer to our Bulk Website Import Tool.

Here are the steps to set up a new single Website Dashboard in Peachtree analytics!

1. Log in to Peachtree Analytics

First, you will need to log in to your Peachtree Account. The Login URL Is www.peachtree.app.

2. Click on the Websites tab.

Once Logged in, click on the Websites tab. This will open up the websites menu where we will be adding the new website. Click the blue Create Website button. Please Note: If you do not have the create website option, please contact support to inquire for the reason. Depending on your plan, you many or may not have access to this feature.

3. Create the new Website Property.

Create Website Interface

In order to successfully create the new website property, you will need to add several relevant pieces of information.

A. Name: This is the name of the website property as you would like it to appear in Peachtree Analytics

B. Agency: The owner of this website property.

C. Google Authentication Token: In case you need to tell Peachtree Analytics which authenticated Oauth token has edit access to the Google Analytics Product Suite.

D. Hostname: The URL Structure as it appears in Google Analytics. This is how Peachtree syncs goals to the correct website. It is imperative you have the url the same in both platforms.

E. Beta Opt-In: For testing more advanced Peachtree Analytics features.

F. Learning Mode: Enables Peachtree’s automated conversion trigger system. Recommended for all new website setups!

G. Throttle Amount: If a certain property has a large amount of events, and you are near your event cap, throttling allows you to capture summaries of events instead of events themselves, reducing the site’s event number. The throttle amounts available are: None, Light (33% Compression), Moderate (66% Compression), Severe (99% Compression).

4. Press Save

You’re Done! Once the screen refreshes, you will have access to the new website property dashboard!

(Optional) Enable Integrations.

Currently Peachtree has integrations with Phonewagon (a Call-Rail like phone recording software platform) and Google Analytics. Once turned on, these integrations will act to synchronize Peachtree Trigger conversions with Google Analytics Goals. Make sure this is the outcome you are looking for when enabling these services!

Peachtree Analytics Conversion Trigger Setup

Peachtree Analytics Conversion Trigger Setup 150 150 luPwptCX4H

Overview:

One of the major value additions to Peachtree Analytics is our ability to setup conversion triggers, and sync those triggers with the Google Software Suite. This allows you to identify your website’s Key Performance Indicators and synchronize those conversion events with Google’s Product Suite. Below are the basic instructions for setting up Peachtree Conversion Triggers.

1. Click the Create Trigger Button on The Website Details Page

Peachtree.App Website Details Page

Once you have logged in to Peachtree, go to the Websites tab. From that tab, choose the website that needs conversion trigger setup.

Peachtree.App Website Details Page

Scroll down the Website Details page to the Triggers section. Click the Blue Create Trigger Button.

2. Setup Conversion Trigger Details

Once you are on the create trigger page, you will need to provide several key pieces of information. This information is used to synchronize the trigger with Google Analytics for conversion tracking.

A. Identification Label: This is the name of the trigger, and will also synchronize as the Label in Google Analytics

Create Trigger Category Label

B. Identification Category: This is the category of the trigger, and will also synchronize as the category in Google Analytics

Create Trigger Action Label

C. Identification Action: This is the action of the trigger, and will also synchronize as the action in Google Analytics

Create Trigger URL Matching

D. URL Matching: This allows you to tell Peachtree which pages the trigger is located on. The Peachtree URL Attributes system uses Regular Expression for defining custom trigger URL’s, or Exact match trigger URLs.

Create Trigger URL Matching

E. URL: This is the URL the tracked trigger needs to fire a conversion even upon.

Create Trigger Tracking Mode

F. Tracking Mode: Track Interactions, Track Page Views, Or Manual Trigger Setup is located in the Tracking Mode Dropdown.

G. Tracking Selector Path: The CSS Selector you want Peachtree Analytics to track as a conversion trigger.

Once you have entered all the above information, click Create Trigger to successfully complete setup of your trigger!