Benefits of Google Analytics 4 and Simple CRM integration
When you enable the Google Analytics 4 integration, form submission tracking will be automatically done for you, as well as importing offline events for lifecycle stages updates.
You can choose whether to track all form submissions as separate events (based on the form name) or all form submissions under a single event. With both options, you will have additional form submission data. However, to view it in GA4 reports, you must create custom dimensions for it.
If you don’t want to use automatic tracking and have Google Tag Manager installed on your website, you also have the option to set up form submission tracking using data layers.
Getting started
Before you start, you’ll need to have a GA4 property and have the gtag installed on your site. If you are using Google Tag Manager, ensure that Google Tag is implemented.
For a better understanding of your campaign attribution data, it’s highly recommended to use the UTM parameter in the links (landing page URLs) that you are using in your campaigns.
With each event (automatic form submission tracking and lifecycle stage update), we are sending the corresponding value and currency you’ve set up in the Simple CRM account.
Form submission value: When you are creating a new Form using the Form Builder, you can add (recommended) a form value and currency for each form you create. The value and currency will be used from these settings.
Lifecycle stage update value: In the lifecycle stage settings, you have the option (recommended) to specify the value assigned to each step of the lifecycle stage. The value you add here will be used to send lifecycle stage update events.
Integrating with Google Analytics 4
Follow the instructions below to connect your Google Analytics property with your Simple CRM account:
Simple CRM:
Open the Integrations page.
Copy and add the Simple CRM (SCRM) tracking pixel on all pages on your website in the <head> section.
Click "Connect" under the Google Analytics 4 item.
Paste Measurement ID and API Secret from your Google Analytics account here.
Choose tracking options.
Click the Save button.
Google Analytics:
Open your Google Analytics 4 account.
Go to the Admin panel.
Under "Data Collection and Modification," click on "Data Streams."
Click your web data stream.
Copy the Measurement ID and paste it into the Simple CRM Measurement ID field.
Click on Measurement Protocol API secrets.
Click Create to create a new API secret.
Add an API secret name (this is up to you, we recommend using something like Simple CRM or SCRM).
Copy the secret value and paste it in the Simple CRM API Secret field.
⚠️ Important
The settings you choose below do not apply retroactively. Therefore, it’s essential to complete this setup process in GA4 as soon as possible after activating the integration. If you wait, any data sent over before you complete the setup cannot be used in reports.
Create custom dimensions
With form submission events, we send additional parameters (data) that you should first declare as custom dimensions to view them in the reports.
Here are the instructions on how to create custom dimensions in your Google Analytics account:
Open your Google Analytics account.
Go to the Admin panel.
Under the Data Display section, click on "Custom definitions."
By default, Custom Dimensions would be selected. If not, ensure you are under the Custom Dimensions tab.
Click Create custom dimension.
Use the table below to populate required fields.
Click Save.
Dimension name | Scope | Description (optional) | Event parameter |
Form name | Event | Form name | form_name |
Form type | Event | Form type | form_type |
Form ID | Event | Form a unique ID | form_id |
Lifecycle stage | Event | Lifecycle stage name | lifecycle_stage |
SCRM User ID | User | Simple CRM User ID | scrm_user_id |
⚠️ Important
Declaring custom dimensions is crucial if you choose to track all form submissions and lifecycle stage updates under a single event. If you don’t create custom dimensions, it’s impossible to see in your Google Analytics reports which form a user submitted.
Marking events as key events (optional but recommended)
You can mark our events as key events in GA4. This is an optional step. However, by marking events as key events, you can view them as such in Acquisition, Engagement, and Advertising reports.
There are two options for how you can mark an event as the key event:
Declaring the upfront key event name.
Wait for the event to appear on the list and click the toggle button next to it.
Follow the steps below to mark an event as a key event in Google Analytics (both options explained).
Option 1 – Declaring the key event name
On your Google Analytics account.
Go to the Admin section.
Under the Data Display section, click on "Key Events."
Click on the New key event.
If you selected the option to record all form submissions under one event, then type: scrm_form_submit.
If you selected the option to record form submissions as a separate event, then type: scrm_form_submit_FORM_NAME_YOU_SET_WHEN_CREATING_FORM_IN_SIMPLE_CRM.
Click Save.
Option 2 – Wait for the event name to show up
On your Google Analytics account.
Go to the Admin section.
Under the Data Display section, click on the Events.
Find the event name starting with the scrm_ prefix and click on the toggle button next to the event.
Deactivate Google Analytics integration
If you don’t want to use the Google Analytics integration anymore, you can simply click on the “Remove” button in the top right corner.
We will save the Measurement ID and API Secret in case you change your mind and want to enable integration again.