Finicity Connect data consumed through Google Analytics

Finicity Connect has the ability to send your Connect event data through Google Analytics for statistical analysis and interpretation. To set up your Google Analytics account to consume this data, follow these steps:

 On the backend generating the Finicity Connect link, add the analytics: ‘google:UA-XXXXXXXX-X’ parameter:

{
    partnerId: config.FINICITY_PARTNER_ID,
    consumerId: consumer.id,
    customerId: customer.id,
    redirectUri: config.ACME_REDIRECT_URL + "/customers/redirectHandler",
    type: voa,
    From: 1494449017,
    analytics: 'google:UA-XXXXXXXX-X'
  }

To filter your traffic for just Finicity Connect you can create a new segment in Google Analytics. Create a new segment and filter the Traffic Source where ‘Source’ contains ‘partnerId’. On the right side of the segment builder you should see some preview traffic to ensure you are setting up the segment correctly.

In addition, you can add a condition to narrow down to specific financial institutions. Set ‘Event Label’ contains “institution=5” to include or exclude traffic for a specific bank. In this case institution 5 is Chase.

Adding Segments through a Dashboard

1. Go to Google Analytics > Customization > Dashboards

2. Create a Dashboard, or select an existing Dashboard

3. Click +Add Segment

4. Name the Segment

5. Go to the Traffic Sources tab

6. With Filter Users selected, change the dropdown menu for Campaign to “exactly matches

7. Input the Partner ID you want to filter for

8. On the right, you will see a box updating your statistics that will show numbers when complete.

Adding Segments without a Dashboard

1. Go to Google Analytics. On the Bottom Left click Admin

2. On the Right under Personal Tools & Assets, click Segments

3. Click +NEW SEGMENT

4. Name the Segment

5. Go to the Traffic Sources tab

6. With Filter Users selected, change the dropdown menu for Campaign to “exactly matches

7. Input the Partner ID you want to filter for. Note: You can follow this process in the future if you need to change the filtered Partner ID.

8. On the right, you will see a box updating your statistics that will show numbers when complete.

Excluding Specific Values

Excluding specific values (like institution) is possible by clicking on the Conditions tab.

Google Analytics Goals

Google Analytics is powered by combining individual web events into “Goals.” Those Goals are used in your tracking statistics. We have prepared a Goals Template you can import to begin tracking your data. You can choose to “override” or “rename” goals before the import is executed.

Use this template link, and choose the View you want the Goals associated with.

View your imported Goals under Behavior > Events > Overview