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TaskStatusSetting LocationNotes
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Set timezoneNot CompleteProperty settings > Property > Property detailsTry to keep timezones consistent across marketing platforms.
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Set currencyNot CompleteProperty settings > Property > Property detailsGA4 defaults to USD and will convert all transaction to USD on the backend, based on daily conversion rate.
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Set site search parametersNot CompleteData collection and modifaction > Data streams > choose stream > select the enhanced measurement gear > under site search open Show advanced settingsBy default Google collects searches when your URLs parameter contains either q, s, search, query, or keyword
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Redact PII from URLsNot CompleteData collection and modifaction > Data streams > choose stream > Redact data > set URL query parametersTake a look at your full page path + queries and ensure there is no personally identifiable information, if there is, redact the data here by the URL query
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Complete cross domain trackingNot CompleteData collection and modifaction > Data streams > choose stream > Configure tag settings > Configure your domains
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Define unwanted referralsNot CompleteData collection and modifaction > Data streams > choose stream > Configure tag settings > Show all > List unwanted referrals
Ecommerce people, big offenders here are 3rd party payment processors.
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Create IP filtersNot CompleteData collection and modifaction > Data streams > choose stream > Configure tag settings > Show all > Define internal traffic
This is often used for office buildings and employees/contractors with statics IP addresses.
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Adjust session time outNot CompleteData collection and modifaction > Data streams > choose stream > Configure tag settings > Show all > Adjust session timeout
By default, session timeout is set to 30 minutes. Also, DON'T change the engaged session timer, Google gives us the definition of an engaged session and it includes sessions longer than 10 seconds.
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Determine Google Signal needsNot CompleteData collection and modifaction > Data collectionTurning on Google Signals is how you get Age, Gender, and Interest data. Check with a privacy expert before turning this on.
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Set data retention time periodNot CompleteData collection and modifaction > Data retentionBy default data retention is set to 2 months, you can change it to 14 months here. Again, check with a privacy expert before making this change.
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Create eventsNot CompleteData display > EventsEvents can be created here, but this view is best for checking that events are actually coming through at all.
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Set conversionsNot CompleteData display > Events > Next to event, toggle onThis is a MUST because there are tools in GA4 that requires conversions to be set, not just collected as events.
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Choose conversion countNot CompleteData display > Conversions > Next to conversion, click three dots > Change counting methodChoose between once per event or once per session.
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Set conversion valueNot CompleteData display > Conversions > Next to conversion, click three dots > Set default conversion valueThis is only necessary if you aren't pushing a value parameter in GTM or from your event created in GA4.
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Set audiencesNot CompleteData display > Audiences > New audienceFun fact! You can create more intrecate events here here by creating triggered events when users are added to an audience.
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Define custom dimensionsNot CompleteData display > Custom definitions > Create custom dimension > Name dimension > Select passed parameterIf you pass parameters with your GTM events and you want to see them in GA4, you HAVE to do this.

A good place to start is the parameters passed using Enhanced Measurement and not registered out of the box:
video_current_time // video_duration // video_percent // form_id // form_name // form_destination // form_submit_text
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Create custom channel groupingNot CompleteData display > Channel groupsThis is NOT a must. See documentation on default channel groupings here: https://support.google.com/analytics/answer/9756891?hl=en
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Connect Google AdsNot CompleteProduct Links > Google Ads Link
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Connect Search ConsoleNot CompleteProduct Links > Search Console LinkOnce you make this connection, you'll want to go to Reports > Library and publish the Search Console collection.
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Connect BigQueryNot CompleteProduct Links > BigQuery Link
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Connect Merchant CenterNot CompleteProduct Links > Merchant Center Link
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