Case Study: IntelligenceBank​

To start the migration from UA to GA4, we audited the entire website and the existing tracking to identify what events were outdated, irrelevant, or neglected. We took two passes with the audit; first using a technical lens, then a business-results lens. In the technical pass, we looked for sub-optimal page performance, where plugins needed to be updated, and where redundant and outdated tracking tags could be consolidated or eliminated. In the business-results pass, we looked at the website from Intelligence Bank’s perspective and wrote out the business logic for why we should track some events, but not others.

The audit culminated in a tracking plan, which we reviewed closely with our stakeholder at IntelligenceBank to ensure that it fit their needs for both attributing leads to their marketing campaigns and analyzing different lead qualities within GA4. After executing the tracking plan, we demonstrated how to use GA4 to conduct different analyses on their web traffic and marketing performance.