Peachtree Setup

Create A New Agency in Peachtree Analytics

Create A New Agency in Peachtree Analytics 150 150 Johnathan McGuire

Overview:

Agencies are used to provide ownership access to website properties. The core user management component of Peachtree Analytics, creating a new agency is really simple!

1. Login to Peachtree Analytics Application.

Once you have signed into the application, choose Agencies from the main dashboard. This will navigate you to the Agencies Dashboard. From this page, click Create Agency to setup a new agency account on Peachtree Analytics.

2. Complete New Agency Setup.

Please Note: If this is your first agency, you need to create your user profile prior to creating your new agency. In order to successfully create the new agency, you will need to assign the agency Owner.

A. Name: The name you would like your agency to be called.

B. Owner: The agency owner. The agency owner’s Peachtree plan will determine account website and usage limits.

C. Demo Mode: Available by special request from the Peachtree management team. This allows you to test the pro version of the platform without needing a subscription.

Press save, and this will complete your agency creation!

Create A New Team in Peachtree Analytics

Create A New Team in Peachtree Analytics 150 150 Johnathan McGuire

Teams are used in Peachtree Analytics to delegate access to users on more than one account. By default, each user only has access to one primary account. If users need access to multiple Peachtree Analytics Account properties, you will need to create a team! Follow these simple steps to setup a team for your Peachtree Analytics account.

1. Log in to Peachtree Analytics Application Interface.

Once you have successfully logged in to the Peachtree Analytics interface, click on the Teams menu item. This will take you to the Peachtree Teams interface.

2. Create New Agency Team.

Once you are on the Teams page, click the Create Team button in the upper right hand corner. This will take you to the create team interface. Simply name the team whatever you like, and assign it to your agency. Once you save the team, this will finish the new team creation!

3. Assign Users to the New Team

Having successfully created the new team, navigate back to the Teams tab. Once you load the teams tab, click the eyeball to view that team’s dashboard.

This will bring up the Team Dashboard. The team dashboard is broken into several different sections in order to provide the correct level of access for users and websites.

4. Team Functions and Usage.

A. Team Details: Used for administrational services primarily. This information includes the Team’s UUID, name, and assigned agency.

B. User Assignment: This portion of the Team Dashboard allows you to check currently verified team users, as well as adding new members to the team. To add a new user to the team, click the Attach User button. This will bring up the attach user interface. Simply choose your team member from the dropdown, and press save!

C. Website Assignment: This portion of the Team Dashboard allows you to attach websites for the team members to interact with. To add a website to a team click the Attach Website button. This will take you to the attach website interface. Just pick the website you want to add to the team from the dropdown, and press save!

This completes our tutorial of how to use the teams feature in Peachtree Analytics!

Create A New User in Peachtree Analytics

Create A New User in Peachtree Analytics 150 150 Johnathan McGuire

Overview:

Depending on the size of your team, you may need to provide additional access to Peachtree Analytics for more users. Below follow the steps for adding a new user on to your account!

1. Sign in to Peachtree Analytics Application.

The first step to setting up new users is logging in to your Peachtree Analytics account. Once you have logged in, click on the Users tab on the main peachtree dashboard.

2. Create a New User.

Once you are on the Users tab, click the create user button. This will open the Create User Interface. Please Note: The plan each individual user is on DOES NOT impact your pricing plan. Plan hierarchy is determined by the agency owners account.

3. Fill Out Create User Interface Details.

A. Name: The first and last name of the new user.

B. Email Address: The email address the new user will use to login to Peachtree Analytics.

C. Password: The password for the new user’s account login.

D. Plan: The account plan this user is on. Default plan level is starter.

E: Role: This determines user’s access to Peachtree. By default, all user accounts are customers.

F. Agency: This field allows you to attach the new user to your agency account.

4. Press Save and your done!

Once you press save, your new user account in Peachtree Analytics will be created!

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!

Peachtree Analytics Bulk Website Import Tool

Peachtree Analytics Bulk Website Import Tool 150 150 Johnathan McGuire

Peachtree Analytics has a build in Bulk Import Tool For Websites. This allows you to setup Peachtree Website Dashboards for all of your Google Properties with one click.

1. Access The Google Authentication Details Page In Peachtree Analytics

Google Authentication Token Details Page

From The Google Authentication Token Details Page, choose Bulk Website Import. This will bring up the Bulk Website Import Tool.

Peachtree.App Bulk Website Import Tool

Click on any of the website properties that need Peachtree Analytics Setup.

Peachtree.App Bulk Website Import Tool

Once you have chosen the correct properties, click Run Action. This will automatically configure all the chosen website’s Peachtree dashboards. You can then log into each dashboard from the websites tab in Peachtree. Please Note: Bulk Website Import is a Pro Level Tool, and is not available on the free version of Peachtree Analytics.

Granting Google Analytics Property Access To Peachtree Analytics

Granting Google Analytics Property Access To Peachtree Analytics 150 150 Johnathan McGuire

Overview

Before syncing conversion triggers from Peachtree Analytics to Google, you must first authenticate your Google Admin Access with Peachtree. This process grants Peachtree the access it needs to write Goals in Google analytics. Following Below are the steps involved with Granting Google Analytics Permissions to the platform.

1. Log Into Peachtree Analytics at Peachtree.App

Peachtree.App Admin Login Page

You first need to log into the platform. From this screen you can also reset your password as well, if you have been given a default password.

2. Send Google Property Access Request.

Peachtree.App Agency Details Page

Click on the Agencies Tab. From your Agency Details page, click the select action button, across from the Agency Details title. From the drop-down menu click Request Google Property Access.

Peachtree.App Google Authentication Request

Enter the email address with Google Analytics Edit Permissions for the website you would like Peachtree to sync conversion triggers.

3. Click Request Access on The Peachtree Google Analytics Authentication Email.

Google Analytics Property Access Request Email

Open the email inbox that received the Google Analytics Property Access Request. Click the Request Access Button. This will take you to the Google Authentication Window. Make sure and sign in with the same email you entered to receive the authentication request.

Google Analytics Property Access Login Page

After selecting the correct account, enter the account password, then grant Peachtree access to your Google Analytics account.

Google Analytics Property Access Password Page

Peachtree primarily uses this access to ensure you have the correct property edit permissions to allow Peachtree to write Google Goals for you.

Google Property Access Permissions Page

Once your login is authenticated, this will take you back to the Peachtree app. You will see the All Set! Screen to confirm the authentication was successful.

Peachtree Google Authentication Confirmation Page

4. Confirm Website Property Google Analytics Access.

Peachtree.App Google Authentication Token Details

Log back into Peachtree, and return to the Agency Details Page.

Peachtree Agency Details Google Authentication Section

Scroll partially down the page to the Google Auth Tokens section. Click the eyeball for the Google Authentication token you would like to view. This will take you to the Google Authentication Token Details Page.

This page allows you to bulk setup websites, as well as Refreshing Your Google Access Token (sometimes used for troubleshooting). That’s It! You have successfully authenticated your Google token for all the websites listed!