How to setup Google Analytics for marketing purposes

This article describes how to set up your Google Analytics account to keep track of key events inside the system.


Step-by-step guide

  1. Register in Google Analytics by the link https://analytics.google.com/analytics/web/ 
  2. To create a new property and get a tracking ID in your Google Analytics account go to Settings -> Property and click the + button to create a property.
  3. Fill in all the fields. Please note that in the 'Website URL' field you have to choose the option of 'https://' protocol.
  4. Having created a new property you will get a unique Tracking ID code (like AU-XXXXXXXX-X). The code has to be inserted into Turnkey Lender config (shall be made by Turnkey Lender's Service Desk personnel).
  5. The default set of goals is available by the link https://analytics.google.com/analytics/web/template?uid=dHQLXIZTSG-6zaD3D7mWsA . To import it into your account, choose a view and click on the 'Create' button. The goals will be automatically saved to your account. 
  6. To track the goals real time go to Real-time -> Conversions in your Google Analytics account. 



Events that can be tracked by Google Analytics

    • Goal 1: Start Application. The borrower clicks the Apply button on the marketing website and gets redirected to the Turnkey Lender's Front Office website;
    • Goal 2: Getting Started. The loan amount and loan term are selected in the widget and the Apply button is clicked;
    • Goal 3: Completed Application. The application form is submitted;
    • Goal 4: Approved Application. The loan application is approved, be it a manual approval by Underwriter or an automatic approval by the system.
    • Goal 5: Referral. The system cannot make a definitive decision and the application is referred for manual approval to Underwriter;
    • Goal 6: Rejected. The application is rejected manually by Underwriter or automatically by the system.