Friday, September 30, 2022

Preparing Your Data Consumers for GA4 — Whiteboard Friday

You know GA4 is coming, and last week Dana took you through some of the top things to be aware of before making the transition to it. In this week’s episode, Ruth Burr Reedy discusses what a lot of marketers may not be thinking about enough: the people besides us who use Analytics data, and what they need to know about Google Analytics 4 in order to continue using Analytics data.

whiteboard outlining four insights into GA4

Click on the whiteboard image above to open a high resolution version in a new tab!

Video Transcription

Howdy, Moz fans. I'm Ruth Burr Reedy. I am the CEO of UpBuild. We are a boutique digital marketing agency specializing in technical SEO, advanced web analytics, and whole-funnel digital marketing strategy. And today, I want to talk a little bit about Google Analytics 4.

GA4 is here

So as, hopefully, all of you by now know, Google Analytics 4 is here. It is the next generation of Google's Analytics tracking software. And what I think at this point, hopefully, most marketers at least know that it's coming. 

The most important thing to know is that on July 1st, 2023, which is less than a year from now, Google Analytics 4 will be the only Google Analytics product that will be continuing to collect data. Universal Analytics, which has been the analytics standard for several years now, will be completely sunset in less than a year.

A lot of people are talking about this. A lot of people are talking about Google Analytics 4, what it is, how to use it. I'm hopeful that the Whiteboard Friday audience already knows a lot of these things. 

But one thing I think a lot of us marketers are not thinking enough about are the people besides us who use Analytics data and what they need to know about Google Analytics 4 in order to continue using Analytics data for the things that they use it for.

Stop! Get GA4 running

So, before we get into that, let's just stop for a minute. Do you have GA4 collecting data on your web properties, on all of them? Do you? Are you sure? If you don't, if there's a website that you own or are involved with in any way that does not have GA4 collecting data, just pause this video. Just pause it real quick and just get GA4 running on that site. It only takes a second. It's actually very, very easy to implement. And all you need to do, at this point, you don't need to configure it, you don't need to do anything else, just get it collecting data. I'll wait.

Who needs this data?

Okay. Ready? All right, great. Here we go. So one thing that we need to think about, as people who use marketing analytics data, is that there are other people besides us who need that data and see that data and use that data to understand what's happening and make decisions accordingly. 

So who are these people? It might be team leadership. It might be your CEO. CEOs the worst, I know. It might be your boss. It might be your boss' boss. Your board of directors, if you're a publicly-traded or a venture capital-funded company or any other kind of company that has a board, chances are you are compiling at least a quarterly report for your board on how the website is doing using Analytics data.

You might also, if you are like me, an agency marketer, you have clients, you have client points of contact. Hopefully, you've already been in close communication with your client point of contact about Google Analytics 4. You've already got it set up for them. 

But chances are your client point of contact has these same people in their work life. So if you are working with a director of marketing, a marketing manager, a CMO, someone in the marketing seat, you need to make sure that that person, your client point of contact has this same information to message to the people above them and the other consumers of Analytics data within their organization who may not be as familiar with how Analytics data is collected but still know enough to be using it and at least know enough to be receiving reports containing this data. All of these people need to understand what is happening with Google Analytics 4.

Implement it now

The time to do that is now. The time to do that is not July 2023. We need to start right now. We have less than a year to get everybody on board with what GA4 is, how it's different, and what that means for the data that they consume and use to make decisions, because it is different. It's going to be different.

I've talked to people who have seen that little alert pop up in Universal Analytics, that strikes a little fear into all of our hearts, Universal Analytics is going away on July 1st, 2023. Some people seem to think of this as when your phone says, "I'm going to install an operating system update overnight." Like cool, great. Phone, you do you. Turn it on the morning. It's not that different. It's fine. That is not the case with Google Analytics 4. And we need to make sure that everyone who uses Analytics data, with whom we interact, understands that so that they are not taken aback when that change happens.

We can also start making that change now gently, iteratively over time, while UA is still collecting data in order to illustrate to our data consumers what the differences are.

Have a plan for historical data

So the first thing that we need to do, when it comes to GA4 and the upcoming transition, is have a plan for historical data. One of the big things about this transition is that historical data in Universal Analytics will not be available via the GA interface after July 1st, 2023. 

So how are you going to get that data? Because chances are you're not going to be okay with just saying, "All right, well, we installed GA4 when it first came out in the fall of 2020. So we've got a little more than a year or two of data, and that's our new data universe." There are companies who have just decided that that's what they're going to do, that's their new normal. KonMari your historical data, namaste, release it into the world. Most people are not going to do that. Most people are going to want to see historical data from farther back than fall 2020, which is the earliest that you could have been collecting this data.

So what is your plan for historical data? Hopefully, you have one. There are many blog posts and videos and articles out there on ways to preserve your historical data. I'm not going to go too deep into that. But whether you're using BigQuery and you're going to port it into some sort of database or data warehouse, maybe you have a small enough dataset that you're just going to export a bunch of spreadsheets and kind of store that, maybe you're going to build some kind of custom SQL database, whatever you're going to do with your historical data, it's none of my business, but you should have a plan to store that data.

Now, at this point, you may already have spoken to these people about the fact that historical data is going away, because that's something that they are probably feeling pretty amped up about. I'm feeling amped up about it. It's a lot, and we need to have a plan. But that's okay, that's what we're doing today.

Don't equate apples to oranges

The real thing that we need to keep in mind, as we're making a plan for historical data, is that the data in Google Analytics 4 and the data in Universal Analytics is collected differently. Even things that have the same name are going to be slightly different metrics behind the scenes. We're going to talk more about that in a minute. But it's important to know that comparing GA4 and Universal Analytics data is always going to be apples to oranges. They're not the same. 

So even as you have a plan to make and store and use this historical database, however you're going to do that, you need to keep in mind that that data and the data you use going forward are not going to be one-to-one. And that's okay. I mean, it is what it is.

Some people, keeping that in mind, are changing what they're doing. Is the expense and effort of data warehousing your historical UA data worth all of the time and expense it's going to take, considering that it's apples to oranges? I can't make that decision for you, but it's something to consider. It's something to ask yourself and really think about what you're going to do with historical data going forward and how you're going to use it.

What's changing? Everything!

Because what's changing with Google Analytics 4? Everything. It's really different. And hopefully, by now, you've gone in there, gotten under the hood, you've played with some of the reports, you've looked at the UI. It's really different from Universal Analytics.

I've been doing SEO since 2006, and this is the biggest change in Google Analytics, especially the front end, the UI that I've ever seen. And also the backend is different. The method of data collection within GA4 is different, because a big part of why Google is making this push for GA4 is in an effort to be more in compliance with data privacy laws. So they're having to change some of the ways the data is collected and reported.

They're also looking at how to better do things like report on cross-domain traffic, cross-device traffic, traffic between websites and apps, when those are the same thing, they're the same and they're different. And now, in GA4, you can look at that data in a more holistic sense.

There's a lot of exciting, cool stuff happening in GA4. But the important thing to know is that things that are called the same thing in GA4 are still fundamentally different and collected at the very least slightly differently than they are in Universal Analytics. This is going to be hugely important when we're looking at this historical data.

A great example is sessions. The session, for many, many years, has been the core unit of Analytics data. GA4, you can tell from their reporting, is really trying to shift everyone's reporting from sessions to users. Both sessions and users are collected slightly differently. They are counted slightly differently. So your session numbers in GA4 and Universal Analytics for the same time period are going to be slightly different.

Now, the degree to which they are different is going to depend on a lot of things. Filtering options in Universal Analytics are a lot more advanced than they are right now in GA4. So if you have a lot of custom filters set up, if you're filtering out a giant known bot network, if you are filtering out data from specific countries, whatever you're filtering out, chances are you cannot implement that yet in GA4. That's going to affect it. But the session itself, how it's counted, when a session resets. So, for example, a session is resetting at midnight, having your time zone configured, hugely important in UA, less of a thing in GA4. So depending on the time period, depending on your filtering, depending on how you're counting sessions now, your sessions data may be a little different or a lot different.

All of this is also going to depend on the scope of your data. Tiny differences become big in bigger datasets. So if you've got hundreds of thousands or millions of sessions in a given time period that you're reporting on, the chances that those numbers are going to be different in GA4 to UA, they're probably going to be different by a bigger percentage.

And, at the same time, if you only have a very, very small number of users, because that sample size is smaller, you may also see bigger gaps. It really depends on your data. 

The important thing is your data consumers don't need to know the ways in which data collection is different. You can tell them and they're not going to remember, and that's okay. They're busy and they don't need to know. What they do need to know is that it's different, it's not the same, and you have a year, at this point, to show them the degree to which it is different so that they can start to understand what the difference between the old dataset and the new dataset is, while you still have those same time periods of data collection to compare. Just to give them an idea of what's different.

So, at this point, you probably have some of these data consumers who are in love with a report. They've got their one report, and they look at it every day or they look at it every week or they look at it every quarter, and you have spent the last, however long you've been reporting to them, refining that report. You show them the report. And then they say, "What about this piece of data?" And you put it in there, and then they never look at it again. You take it out and no one notices. Or you put it in there and it becomes the new normal. Or maybe you have been trying for a long time to get them to look at users, instead of at sessions, but they just love sessions so much as a metric. Whatever it is that your data consumers love about Universal Analytics, chances are it's going to be at least a little bit different in GA4. And it's highly likely, and I would go so far as to say advisable, that that report is going to have to change. So the time to show them that it's different and ease them into that change, like dipping a toe into the Jacuzzi, is now. Not July 2023, now.

Users are another really great example of what is different between Universal and GA4. So in Universal Analytics, we're all used to total users and new users. Those are the two breakdowns of users. In GA4, you have a metric called Active Users, which is the users that have been active on your site in the last 28 days. That is the default users metric that you're going to see in GA4 and in the reporting. Now, you may decide, because you've already been reporting on total users, that you want to report on total users in the future. You can do that, but I would encourage you to look at the ways in which GA4 is presenting and encouraging you to use the data.

It's very interesting to me, this is a little bit of a sidebar, the ways in which Google Analytics, over the years, has taught us what is important to measure based on what they surface up most prominently in reports. And for my career, that has chiefly been the session. Now, increasingly, we're looking at the user, which is great in a world in which most people's purchase journey involves more than one device and certainly more than one session. But it does change the way we fundamentally look at and think about data. And I would encourage you, rather than trying to swim upstream on that, to think about how you are going to change your data reporting in order to mesh up well with the reporting that GA4 is going to roll out, because they're still rolling out new features all the time. You can take a look at what they are surfacing up prominently now to get an idea of where those new features are most likely going to be rolling out, especially in the next year, but even beyond that so that you are reporting in ways that are going to get you the most new cool data soonest. But I digress.

Another thing I want to make really sure that everybody, especially these people, understand is that events mean something completely different in GA4 than it does in Universal Analytics. In Universal Analytics, events are a very specific thing. You collect a piece of data. You have four parameters that you can assign — category, action, label, value. We've all, at this point, used UTM parameters. We know what those are. We're familiar with it. It's comfortable.

In GA4, everything is an event. It's almost going back to like super, super old-school internet days and thinking about hits on your website. At this point, everything in GA4, if you boil it down to a fundamental piece of data collection, is called an event. Could they have called it something different and made this less confusing? Yes, but they didn't, and here we are.

So this is really important to make sure that your data consumers understand that event collection is going to be different. And that's important because of this apples-to-oranges comparison. As you're collecting events data in GA4, it's going to be really, really tempting to try to recreate, as much as you can, your Universal Analytics instance, how you're collecting data, how you're reporting on it. Resist the urge to do that. 

When you're configuring custom events in GA4, resist the urge, and maybe even the pressure from these people, to replicate that category, action, label, value naming convention just because that's what you're used to. Instead, this is a fabulous time to really be rethinking your data collection and your reporting. And we, as marketers, have a huge opportunity here that I want to make sure we don't miss.

Now is the time for data governance

Many of us have come into whatever role we're in now and come into an existing Google Analytics instance. Filters have already been set up. Goals have already been configured. Events have already been set up and have been tracking data for however long before we got there. What this usually means is that things are not set up entirely to our liking. Many marketers, myself included, have come into an Analytics situation and found that the data is incorrect, inaccurately reported. It's double counting things. It's not counting things. We have an opportunity now, with GA4, to make sure that our data collection is complete, accurate, precise, and robust. And we need to seize that opportunity.

And the same thing goes with event collection. Now is the time, for everyone watching this video, to start thinking about data governance. Now is the time for us to seize control of the data and do what we can to not only make it complete, accurate, precise, robust, but also future-proof that data collection for ourselves, for the organizations that we work for, for our clients, and for our data consumers, because we may not be the only people using that data. 

There are often other teams going into Analytics. If you work with a paid search team or a display team or you work with just a general marketing agency who maybe doesn't do anything with Analytics but they look at the data, maybe they don't do anything to the website but they need data about the website because it informs their campaigns, they probably have dashboards configured. They probably have events set up. They may have set up those events in ways that you don't like. Things like, oh, here the label is capitalized. There the label isn't capitalized. Guess what, those are two different events. That's still going to be true in GA4, as of right now at least. Capitalization is still going to make two different parameters. So we have an opportunity right now to enact some data governance, make some rules, and take control. 

So when we think about events in GA4, yes, everything is an event. There are many things that are going to be collected automatically. You do not have to configure GA4 to collect things like page views. They're just going to do that. I don't think you can get them to not do that because it would break the tool. You could, but why would you?

In addition to that, there are enhanced measurement events that Google has available for you to configure. Almost all of those, they're very easy to set up and they're standardized.

The same is true for recommended events. So within GA4, the next level of complexity from automatic and enhanced measurement events are recommended events. And in the GA4 support documentation, there is a large and increasing list of different recommended events and the parameters that they collect that you can look at. I would say, at this point, any recommended event that applies to your site you might as well configure, because you could use that data. 

With both enhanced measurement and recommended events, because they have built-in parameters, Google is going to be using those more to drive some of the ... I know they're wanting to do a lot more with automated analysis and machine learning on datasets. All of that's going to start from the data that is consistent across Google Analytics' broader dataset, which is these enhanced measurement and recommended events. All of the parameters will be named the same thing, so it's very easy for them to collect them and then apply machine learning to them.

You still, as you are setting these up, need to make sure that you're enacting some data governance. You need to make sure the parameters are named the same way, that the same parameter is collected in the same way across recommended events so that you are, going forward, no longer having apples to oranges. That's GA4 to UA. Everything in GA4 should be oranges. Now, get that on a T-shirt, no one will know what it means.

And then the next level up is custom events. Custom events in GA4 are really cool. You can collect data on just about anything. You can pass just about any piece of data that Google Analytics 4 can collect. You can collect as a parameter. There's a ton of functionality, especially if you are pushing things into the data later to collect that as event parameters. We're no longer limited to category, action, label, value. We are limited by the total number of parameters that we can collect per property, which makes sense because data storage is expensive and it's expensive for Google. But we have a lot more customizability when it comes to custom events.

This is very cool. And we really need to apply the Spider-Man principle here. With great power comes great responsibility. Resist the urge to get in there and start tracking everything, partying like it's, I guess, 2099 at this point. Resist that urge. Make a plan. Now is the time for data governance.

As you are thinking about the custom events that you were going to track and the parameters you are going to collect, you might start by just outlining what you know you want to track and how you want to collect those parameters. But then it's time to make some rules, some rules for what you're going to track, how you're going to track it, what parameters you're going to collect, and how those parameters are labeled. You shouldn't just do this for whatever you're going to configure, as you're setting up GA4 now. Think about how you can create and future-proof rules for data collection going forward so that, over time, you get promoted, somebody else is doing your job, you win the lottery and go off to an island and are having a beautiful time. Whoever has your job after you should still have rules so that, when they are setting this stuff up, it is still oranges to oranges and you are creating a dataset that is correct, that is also useful in comparison with itself. Parameters that are useful in comparison across events and event types. This is the time to be doing that. Create those rules, make them clear. Make sure that people on other teams, anybody else who might be setting up events, even outside of the inbound search team or the marketing team, or whatever team you're sitting on, make sure that they have that. If you have clients, make sure you're doing a whole training session with them on what the rules are and how to use those rules to configure events in the future. Make a video. Document it. Share it out. The more you can do now to set yourself up for success in the future, the more valuable your GA4 dataset is going to be from day one and going forward.

So if you get nothing else out of this video, take some time to think about data governance and how you're going to make sure your data is useful and consistent going forward.

Now that we have this beautiful dataset, we're collecting data, it's configured, we've got a year. At this point, I'm filming this at MozCon 2022, we've got a year left to talk to these people about the difference between our apples and oranges and help them fall in love with oranges. So your CEO, your board, whoever it is that loves that report, don't just recreate that report for them with GA4 data. Take some time to talk with them, to understand what it is about that information that they use to make decisions, what it is about that report that they look at that helps them do their job. Find out how to solve that same problem for them with GA4 data rather than just trying to make GA4 look as much like UA as possible, because, over time, it's going to be less and less the case and, over time, people are going to forget about Universal and now you just have a GA4 instance that looks like Universal Analytics for no reason.

Now is the time to not do that. Resist the pressure to do that and figure out what your GA4 install is going to look like in 2023 and 2025, maybe even 2030. Institute those rules now so that you can help your board, you can help your CEO, you can help your clients and their bosses and their bosses' bosses gall in love with your new reports. They're beautiful. They're oranges-to-oranges. They've got new, robust, actionable data that you're using in new, exciting, advanced ways. This is coming. It's happening. Right now is a really important moment in terms of making sure that everybody is on board with what the changes are, in terms of making sure that everybody is on board with how we're going to collect data in the future, and giving everyone a year to fall in love with this new report before they have no other options.

If you have questions about any of this or you just want to talk about Google Analytics 4 and geek out about data collection, please holler at me at Twitter anytime. I'm very friendly, and I love talking about this stuff.

That's my Whiteboard Friday. Thanks, everybody. Have a wonderful Friday.

Video transcription by Speechpad.com

Preparing Your Data Consumers for GA4 — Whiteboard Friday

You know GA4 is coming, and last week Dana took you through some of the top things to be aware of before making the transition to it. In this week’s episode, Ruth Burr Reedy discusses what a lot of marketers may not be thinking about enough: the people besides us who use Analytics data, and what they need to know about Google Analytics 4 in order to continue using Analytics data.

whiteboard outlining four insights into GA4

Click on the whiteboard image above to open a high resolution version in a new tab!

Video Transcription

Howdy, Moz fans. I'm Ruth Burr Reedy. I am the CEO of UpBuild. We are a boutique digital marketing agency specializing in technical SEO, advanced web analytics, and whole-funnel digital marketing strategy. And today, I want to talk a little bit about Google Analytics 4.

GA4 is here

So as, hopefully, all of you by now know, Google Analytics 4 is here. It is the next generation of Google's Analytics tracking software. And what I think at this point, hopefully, most marketers at least know that it's coming. 

The most important thing to know is that on July 1st, 2023, which is less than a year from now, Google Analytics 4 will be the only Google Analytics product that will be continuing to collect data. Universal Analytics, which has been the analytics standard for several years now, will be completely sunset in less than a year.

A lot of people are talking about this. A lot of people are talking about Google Analytics 4, what it is, how to use it. I'm hopeful that the Whiteboard Friday audience already knows a lot of these things. 

But one thing I think a lot of us marketers are not thinking enough about are the people besides us who use Analytics data and what they need to know about Google Analytics 4 in order to continue using Analytics data for the things that they use it for.

Stop! Get GA4 running

So, before we get into that, let's just stop for a minute. Do you have GA4 collecting data on your web properties, on all of them? Do you? Are you sure? If you don't, if there's a website that you own or are involved with in any way that does not have GA4 collecting data, just pause this video. Just pause it real quick and just get GA4 running on that site. It only takes a second. It's actually very, very easy to implement. And all you need to do, at this point, you don't need to configure it, you don't need to do anything else, just get it collecting data. I'll wait.

Who needs this data?

Okay. Ready? All right, great. Here we go. So one thing that we need to think about, as people who use marketing analytics data, is that there are other people besides us who need that data and see that data and use that data to understand what's happening and make decisions accordingly. 

So who are these people? It might be team leadership. It might be your CEO. CEOs the worst, I know. It might be your boss. It might be your boss' boss. Your board of directors, if you're a publicly-traded or a venture capital-funded company or any other kind of company that has a board, chances are you are compiling at least a quarterly report for your board on how the website is doing using Analytics data.

You might also, if you are like me, an agency marketer, you have clients, you have client points of contact. Hopefully, you've already been in close communication with your client point of contact about Google Analytics 4. You've already got it set up for them. 

But chances are your client point of contact has these same people in their work life. So if you are working with a director of marketing, a marketing manager, a CMO, someone in the marketing seat, you need to make sure that that person, your client point of contact has this same information to message to the people above them and the other consumers of Analytics data within their organization who may not be as familiar with how Analytics data is collected but still know enough to be using it and at least know enough to be receiving reports containing this data. All of these people need to understand what is happening with Google Analytics 4.

Implement it now

The time to do that is now. The time to do that is not July 2023. We need to start right now. We have less than a year to get everybody on board with what GA4 is, how it's different, and what that means for the data that they consume and use to make decisions, because it is different. It's going to be different.

I've talked to people who have seen that little alert pop up in Universal Analytics, that strikes a little fear into all of our hearts, Universal Analytics is going away on July 1st, 2023. Some people seem to think of this as when your phone says, "I'm going to install an operating system update overnight." Like cool, great. Phone, you do you. Turn it on the morning. It's not that different. It's fine. That is not the case with Google Analytics 4. And we need to make sure that everyone who uses Analytics data, with whom we interact, understands that so that they are not taken aback when that change happens.

We can also start making that change now gently, iteratively over time, while UA is still collecting data in order to illustrate to our data consumers what the differences are.

Have a plan for historical data

So the first thing that we need to do, when it comes to GA4 and the upcoming transition, is have a plan for historical data. One of the big things about this transition is that historical data in Universal Analytics will not be available via the GA interface after July 1st, 2023. 

So how are you going to get that data? Because chances are you're not going to be okay with just saying, "All right, well, we installed GA4 when it first came out in the fall of 2020. So we've got a little more than a year or two of data, and that's our new data universe." There are companies who have just decided that that's what they're going to do, that's their new normal. KonMari your historical data, namaste, release it into the world. Most people are not going to do that. Most people are going to want to see historical data from farther back than fall 2020, which is the earliest that you could have been collecting this data.

So what is your plan for historical data? Hopefully, you have one. There are many blog posts and videos and articles out there on ways to preserve your historical data. I'm not going to go too deep into that. But whether you're using BigQuery and you're going to port it into some sort of database or data warehouse, maybe you have a small enough dataset that you're just going to export a bunch of spreadsheets and kind of store that, maybe you're going to build some kind of custom SQL database, whatever you're going to do with your historical data, it's none of my business, but you should have a plan to store that data.

Now, at this point, you may already have spoken to these people about the fact that historical data is going away, because that's something that they are probably feeling pretty amped up about. I'm feeling amped up about it. It's a lot, and we need to have a plan. But that's okay, that's what we're doing today.

Don't equate apples to oranges

The real thing that we need to keep in mind, as we're making a plan for historical data, is that the data in Google Analytics 4 and the data in Universal Analytics is collected differently. Even things that have the same name are going to be slightly different metrics behind the scenes. We're going to talk more about that in a minute. But it's important to know that comparing GA4 and Universal Analytics data is always going to be apples to oranges. They're not the same. 

So even as you have a plan to make and store and use this historical database, however you're going to do that, you need to keep in mind that that data and the data you use going forward are not going to be one-to-one. And that's okay. I mean, it is what it is.

Some people, keeping that in mind, are changing what they're doing. Is the expense and effort of data warehousing your historical UA data worth all of the time and expense it's going to take, considering that it's apples to oranges? I can't make that decision for you, but it's something to consider. It's something to ask yourself and really think about what you're going to do with historical data going forward and how you're going to use it.

What's changing? Everything!

Because what's changing with Google Analytics 4? Everything. It's really different. And hopefully, by now, you've gone in there, gotten under the hood, you've played with some of the reports, you've looked at the UI. It's really different from Universal Analytics.

I've been doing SEO since 2006, and this is the biggest change in Google Analytics, especially the front end, the UI that I've ever seen. And also the backend is different. The method of data collection within GA4 is different, because a big part of why Google is making this push for GA4 is in an effort to be more in compliance with data privacy laws. So they're having to change some of the ways the data is collected and reported.

They're also looking at how to better do things like report on cross-domain traffic, cross-device traffic, traffic between websites and apps, when those are the same thing, they're the same and they're different. And now, in GA4, you can look at that data in a more holistic sense.

There's a lot of exciting, cool stuff happening in GA4. But the important thing to know is that things that are called the same thing in GA4 are still fundamentally different and collected at the very least slightly differently than they are in Universal Analytics. This is going to be hugely important when we're looking at this historical data.

A great example is sessions. The session, for many, many years, has been the core unit of Analytics data. GA4, you can tell from their reporting, is really trying to shift everyone's reporting from sessions to users. Both sessions and users are collected slightly differently. They are counted slightly differently. So your session numbers in GA4 and Universal Analytics for the same time period are going to be slightly different.

Now, the degree to which they are different is going to depend on a lot of things. Filtering options in Universal Analytics are a lot more advanced than they are right now in GA4. So if you have a lot of custom filters set up, if you're filtering out a giant known bot network, if you are filtering out data from specific countries, whatever you're filtering out, chances are you cannot implement that yet in GA4. That's going to affect it. But the session itself, how it's counted, when a session resets. So, for example, a session is resetting at midnight, having your time zone configured, hugely important in UA, less of a thing in GA4. So depending on the time period, depending on your filtering, depending on how you're counting sessions now, your sessions data may be a little different or a lot different.

All of this is also going to depend on the scope of your data. Tiny differences become big in bigger datasets. So if you've got hundreds of thousands or millions of sessions in a given time period that you're reporting on, the chances that those numbers are going to be different in GA4 to UA, they're probably going to be different by a bigger percentage.

And, at the same time, if you only have a very, very small number of users, because that sample size is smaller, you may also see bigger gaps. It really depends on your data. 

The important thing is your data consumers don't need to know the ways in which data collection is different. You can tell them and they're not going to remember, and that's okay. They're busy and they don't need to know. What they do need to know is that it's different, it's not the same, and you have a year, at this point, to show them the degree to which it is different so that they can start to understand what the difference between the old dataset and the new dataset is, while you still have those same time periods of data collection to compare. Just to give them an idea of what's different.

So, at this point, you probably have some of these data consumers who are in love with a report. They've got their one report, and they look at it every day or they look at it every week or they look at it every quarter, and you have spent the last, however long you've been reporting to them, refining that report. You show them the report. And then they say, "What about this piece of data?" And you put it in there, and then they never look at it again. You take it out and no one notices. Or you put it in there and it becomes the new normal. Or maybe you have been trying for a long time to get them to look at users, instead of at sessions, but they just love sessions so much as a metric. Whatever it is that your data consumers love about Universal Analytics, chances are it's going to be at least a little bit different in GA4. And it's highly likely, and I would go so far as to say advisable, that that report is going to have to change. So the time to show them that it's different and ease them into that change, like dipping a toe into the Jacuzzi, is now. Not July 2023, now.

Users are another really great example of what is different between Universal and GA4. So in Universal Analytics, we're all used to total users and new users. Those are the two breakdowns of users. In GA4, you have a metric called Active Users, which is the users that have been active on your site in the last 28 days. That is the default users metric that you're going to see in GA4 and in the reporting. Now, you may decide, because you've already been reporting on total users, that you want to report on total users in the future. You can do that, but I would encourage you to look at the ways in which GA4 is presenting and encouraging you to use the data.

It's very interesting to me, this is a little bit of a sidebar, the ways in which Google Analytics, over the years, has taught us what is important to measure based on what they surface up most prominently in reports. And for my career, that has chiefly been the session. Now, increasingly, we're looking at the user, which is great in a world in which most people's purchase journey involves more than one device and certainly more than one session. But it does change the way we fundamentally look at and think about data. And I would encourage you, rather than trying to swim upstream on that, to think about how you are going to change your data reporting in order to mesh up well with the reporting that GA4 is going to roll out, because they're still rolling out new features all the time. You can take a look at what they are surfacing up prominently now to get an idea of where those new features are most likely going to be rolling out, especially in the next year, but even beyond that so that you are reporting in ways that are going to get you the most new cool data soonest. But I digress.

Another thing I want to make really sure that everybody, especially these people, understand is that events mean something completely different in GA4 than it does in Universal Analytics. In Universal Analytics, events are a very specific thing. You collect a piece of data. You have four parameters that you can assign — category, action, label, value. We've all, at this point, used UTM parameters. We know what those are. We're familiar with it. It's comfortable.

In GA4, everything is an event. It's almost going back to like super, super old-school internet days and thinking about hits on your website. At this point, everything in GA4, if you boil it down to a fundamental piece of data collection, is called an event. Could they have called it something different and made this less confusing? Yes, but they didn't, and here we are.

So this is really important to make sure that your data consumers understand that event collection is going to be different. And that's important because of this apples-to-oranges comparison. As you're collecting events data in GA4, it's going to be really, really tempting to try to recreate, as much as you can, your Universal Analytics instance, how you're collecting data, how you're reporting on it. Resist the urge to do that. 

When you're configuring custom events in GA4, resist the urge, and maybe even the pressure from these people, to replicate that category, action, label, value naming convention just because that's what you're used to. Instead, this is a fabulous time to really be rethinking your data collection and your reporting. And we, as marketers, have a huge opportunity here that I want to make sure we don't miss.

Now is the time for data governance

Many of us have come into whatever role we're in now and come into an existing Google Analytics instance. Filters have already been set up. Goals have already been configured. Events have already been set up and have been tracking data for however long before we got there. What this usually means is that things are not set up entirely to our liking. Many marketers, myself included, have come into an Analytics situation and found that the data is incorrect, inaccurately reported. It's double counting things. It's not counting things. We have an opportunity now, with GA4, to make sure that our data collection is complete, accurate, precise, and robust. And we need to seize that opportunity.

And the same thing goes with event collection. Now is the time, for everyone watching this video, to start thinking about data governance. Now is the time for us to seize control of the data and do what we can to not only make it complete, accurate, precise, robust, but also future-proof that data collection for ourselves, for the organizations that we work for, for our clients, and for our data consumers, because we may not be the only people using that data. 

There are often other teams going into Analytics. If you work with a paid search team or a display team or you work with just a general marketing agency who maybe doesn't do anything with Analytics but they look at the data, maybe they don't do anything to the website but they need data about the website because it informs their campaigns, they probably have dashboards configured. They probably have events set up. They may have set up those events in ways that you don't like. Things like, oh, here the label is capitalized. There the label isn't capitalized. Guess what, those are two different events. That's still going to be true in GA4, as of right now at least. Capitalization is still going to make two different parameters. So we have an opportunity right now to enact some data governance, make some rules, and take control. 

So when we think about events in GA4, yes, everything is an event. There are many things that are going to be collected automatically. You do not have to configure GA4 to collect things like page views. They're just going to do that. I don't think you can get them to not do that because it would break the tool. You could, but why would you?

In addition to that, there are enhanced measurement events that Google has available for you to configure. Almost all of those, they're very easy to set up and they're standardized.

The same is true for recommended events. So within GA4, the next level of complexity from automatic and enhanced measurement events are recommended events. And in the GA4 support documentation, there is a large and increasing list of different recommended events and the parameters that they collect that you can look at. I would say, at this point, any recommended event that applies to your site you might as well configure, because you could use that data. 

With both enhanced measurement and recommended events, because they have built-in parameters, Google is going to be using those more to drive some of the ... I know they're wanting to do a lot more with automated analysis and machine learning on datasets. All of that's going to start from the data that is consistent across Google Analytics' broader dataset, which is these enhanced measurement and recommended events. All of the parameters will be named the same thing, so it's very easy for them to collect them and then apply machine learning to them.

You still, as you are setting these up, need to make sure that you're enacting some data governance. You need to make sure the parameters are named the same way, that the same parameter is collected in the same way across recommended events so that you are, going forward, no longer having apples to oranges. That's GA4 to UA. Everything in GA4 should be oranges. Now, get that on a T-shirt, no one will know what it means.

And then the next level up is custom events. Custom events in GA4 are really cool. You can collect data on just about anything. You can pass just about any piece of data that Google Analytics 4 can collect. You can collect as a parameter. There's a ton of functionality, especially if you are pushing things into the data later to collect that as event parameters. We're no longer limited to category, action, label, value. We are limited by the total number of parameters that we can collect per property, which makes sense because data storage is expensive and it's expensive for Google. But we have a lot more customizability when it comes to custom events.

This is very cool. And we really need to apply the Spider-Man principle here. With great power comes great responsibility. Resist the urge to get in there and start tracking everything, partying like it's, I guess, 2099 at this point. Resist that urge. Make a plan. Now is the time for data governance.

As you are thinking about the custom events that you were going to track and the parameters you are going to collect, you might start by just outlining what you know you want to track and how you want to collect those parameters. But then it's time to make some rules, some rules for what you're going to track, how you're going to track it, what parameters you're going to collect, and how those parameters are labeled. You shouldn't just do this for whatever you're going to configure, as you're setting up GA4 now. Think about how you can create and future-proof rules for data collection going forward so that, over time, you get promoted, somebody else is doing your job, you win the lottery and go off to an island and are having a beautiful time. Whoever has your job after you should still have rules so that, when they are setting this stuff up, it is still oranges to oranges and you are creating a dataset that is correct, that is also useful in comparison with itself. Parameters that are useful in comparison across events and event types. This is the time to be doing that. Create those rules, make them clear. Make sure that people on other teams, anybody else who might be setting up events, even outside of the inbound search team or the marketing team, or whatever team you're sitting on, make sure that they have that. If you have clients, make sure you're doing a whole training session with them on what the rules are and how to use those rules to configure events in the future. Make a video. Document it. Share it out. The more you can do now to set yourself up for success in the future, the more valuable your GA4 dataset is going to be from day one and going forward.

So if you get nothing else out of this video, take some time to think about data governance and how you're going to make sure your data is useful and consistent going forward.

Now that we have this beautiful dataset, we're collecting data, it's configured, we've got a year. At this point, I'm filming this at MozCon 2022, we've got a year left to talk to these people about the difference between our apples and oranges and help them fall in love with oranges. So your CEO, your board, whoever it is that loves that report, don't just recreate that report for them with GA4 data. Take some time to talk with them, to understand what it is about that information that they use to make decisions, what it is about that report that they look at that helps them do their job. Find out how to solve that same problem for them with GA4 data rather than just trying to make GA4 look as much like UA as possible, because, over time, it's going to be less and less the case and, over time, people are going to forget about Universal and now you just have a GA4 instance that looks like Universal Analytics for no reason.

Now is the time to not do that. Resist the pressure to do that and figure out what your GA4 install is going to look like in 2023 and 2025, maybe even 2030. Institute those rules now so that you can help your board, you can help your CEO, you can help your clients and their bosses and their bosses' bosses gall in love with your new reports. They're beautiful. They're oranges-to-oranges. They've got new, robust, actionable data that you're using in new, exciting, advanced ways. This is coming. It's happening. Right now is a really important moment in terms of making sure that everybody is on board with what the changes are, in terms of making sure that everybody is on board with how we're going to collect data in the future, and giving everyone a year to fall in love with this new report before they have no other options.

If you have questions about any of this or you just want to talk about Google Analytics 4 and geek out about data collection, please holler at me at Twitter anytime. I'm very friendly, and I love talking about this stuff.

That's my Whiteboard Friday. Thanks, everybody. Have a wonderful Friday.

Video transcription by Speechpad.com

Tuesday, September 27, 2022

9 Local Search Developments You Need to Know About from Q3 2022

Introductory image of building blocks with the letter Q and the number 3 on a map of Seattle.

Did Q1 and Q2 whip past you? They did for me, but the pace of life often seems to slow down a little in autumn, and I hope you’ll join me for a relaxed and studious look at interesting local search marketing developments from the third quarter of 2022.

1) A small harvest of review-related changes

Google has updated its content guidelines to forbid incentivizing the removal of negative reviews

I’m grouping four different review-related developments under this heading. First, Joy Hawkins spotted a change to Google’s guidelines on prohibited and restricted content. As I’ve covered here exhaustively in my Moz column, there are lots of things a business can do to rectify a complaint in hopes of seeing an unhappy customer update their negative review to reflect an improved experience, but outright incentivization of negative review removal has now been declared out-of-bounds by Google.

Second and rather related, Greg Gifford captured a good stat from Aaron Weiche’s LocalU presentation that I’d not heard before: over ⅓ of negative experiences referenced in reviews mention communication problems. This means that you not only need to have your local business listings up-to-snuff with ongoing management of the accuracy of your contact info, but that all of your communications technologies (texting, live chat, phone, etc.) must be responsive!

Thirdly, Barry Schwartz spotted early testing of a Find Places Through Reviews feature in July, but as of September, I have still not been able to replicate this interesting result, which is a further indication of Google’s continuous experimentation in the review space.

Finally, another tip from the inimitable Hawkins as tweeted by Brandon Schmidt: longer reviews tend to remain higher up in your Google review corpus for a longer time. The problem with this is that lengthier reviews are commonly negative, with unhappy customers taking the time to wax poetic about their complaints. Take some time to consider whether you can finesse your review requests so that your delighted customers are inspired to leave more voluble reviews.

2) HCU near you

It’s my belief that local businesses which have already made a habit of publishing content that thoughtfully serves their specific customers should come out well in the much-talked-about Helpful Content Update, which finished rolling out on September 9th. While many SEOs are trying to ascertain which changes can rightfully be attributed to the update, our friends at NearMediaCo are having interesting discussions about whether the HCU is, in fact, part of Google’s response to the rise of TikTok as a vehicle for search. As Greg Sterling notes,

Right now the most influential internet company is arguably TikTok. Google's HCU appears to be partly a response to the popularity of the site and its much-touted "authenticity."

Local SEOs and their clients cannot have failed to notice how many Google searches (including local searches) return low-quality results made up of optimized filler rather than human-worthy help. While the search engines and social sites play ball over who will win the authenticity trophy, my best advice to independent local businesses is to be sure that everything on your website is a proudly-published source of information for your community.

3) Beyond content: communication

Conference speaker Aaron Weiche presents slide stating that your content can't answer everything, but you can.

There may be times when I’m willing to wander about in the Google maze or the morass of site search hoping for an answer to a complex query, but usually, I don’t have the patience and want to be able to ask a business directly, “Do you have size 8, man-made, furry boots, with fluffy linings, but not from this brand, and only from this brand, and can you deliver them to my house, and can you do that contactlessly, and is there a surcharge for that?” Local businesses can certainly publish content to cover all of these bases, but bless the brand that makes it easy for me to have a conversation with a human being.

Brandon Schmidt did us the favor of photographing Aaron Weiche’s recent presentation on this topic. Ahead of the holidays, be sure your texting, live chat, and phone staff is ready with all the answers via highly visible numbers and links (and my boots!).

4) Toggle to hide your address

Tweet from SEO Barry Schwartz capturing new toggle functionality for hiding your address in Google Search and Google Maps.


Barry Schwartz highlighted Stefan Somborac’s screenshot of a new toggle feature in search and Maps that is meant to make it easier for business owners to hide the address on their Google Business Profile. The hidden address drama is one of the longest-running plots in the soap opera that is the Guidelines for representing your business on Google. I would personally like to see this character written out of the script in favor of businesses having the say in whether they want their exact location to be visible on their listings. I’ve never understood Google’s logic for requiring SABs to obscure their locations; living in an old house as I do, I’ve had too many opportunities of needing to know which 24-hour plumber is actually nearest to me.

5) Linked FAQs in Google Messaging

New Google messaging form lets you add linked FAQs for automated customer responses.

This might be one of the most exciting developments of the third quarter and we again have Stefan Somborac to thank for noticing it first. You can now populate Google Messaging with up to 10 FAQs with questions of up to 40 characters and answers of up to 500 characters and your answers can include links! While I’m not personally fond of automated consumer-brand communications, I can see a good use of this for answering really common questions about hours of operation, premise accessibility, or the availability of top brands in your inventory.

6) Filter local packs by days of the week

Tweet from Shameem Adhikarath shows new ability to filter Google local pack results by open hours on specific days of the week.

Google has long offered searchers the ability to filter packs by hours of the day, but Shameem Adhikarath realized that, at some point, the ability to filter results by specific days of the week was added. When a customer wants to know on Monday which are the best restaurants that are open on Saturday, a little feature like this makes sense. Word to the wise: be sure your hours of operation are always up-to-date on your listings!

7) Evaluate the role local SEO should play in property hunting

Tweet from SEO Elizabeth Rule shows slide from speaker Andy Simpson's presentation on why local SEO is just one consideration in choosing a business location.

Elizabeth Rule brought us this screenshot of Andy Simpson’s LocalU presentation in which he reminded local SEOs that our concerns are not the only ones that should be involved when a client moves or opens a new branch. While I’m sorry to have missed Andy’s full presentation, I can see the sense of it, just from this slide. So many of the goodies of reputation and profit will flow naturally when other factors like the location, convenience, and size of a new locale are properly considered, so definitely weigh in with local SEO recommendations during times of change, but prepare to be in a queue of many priorities.

8) Maps Photo Pins exist, but have you seen them yet?

Tweet from SaaS provider Bright Local shows test of circular Google Maps pins containing images.

Our honored colleagues at BrightLocal captured a version of Maps-based photo pins in September that is different than the ones reported by Barry Schwartz back in July as spotted by Vishal Sharma. These latest examples are round instead of square. I have not been able to replicate this test with similar search terms from my location in the US, and so I have no way of sussing out what the source of these images is or how to nudge Google into giving a business pin like this. For now, keep adding photos and keep checking Maps for this intriguing feature.

9) Be the winner next-door next year?

Screenshot of landing page at Nextdoor.com highlighting their 2022 Neighborhood Favorites Awards.

Nextdoor users voted many local and ten national businesses as their favorites this past August, and the winners have received press, badges and $500 ad credits. It’s definitely a platform worth getting listed on, and home service providers came out especially well in the contest. Nextdoor highlighted how showing up on time for appointments, providing excellent service, offering specialty goods and services, and earning recommendations from neighbors all contributed to winners’ successes. Sounds like good advice to take with you into the fourth and final quarter of 2022!

9 Local Search Developments You Need to Know About from Q3 2022

Introductory image of building blocks with the letter Q and the number 3 on a map of Seattle.

Did Q1 and Q2 whip past you? They did for me, but the pace of life often seems to slow down a little in autumn, and I hope you’ll join me for a relaxed and studious look at interesting local search marketing developments from the third quarter of 2022.

1) A small harvest of review-related changes

Google has updated its content guidelines to forbid incentivizing the removal of negative reviews

I’m grouping four different review-related developments under this heading. First, Joy Hawkins spotted a change to Google’s guidelines on prohibited and restricted content. As I’ve covered here exhaustively in my Moz column, there are lots of things a business can do to rectify a complaint in hopes of seeing an unhappy customer update their negative review to reflect an improved experience, but outright incentivization of negative review removal has now been declared out-of-bounds by Google.

Second and rather related, Greg Gifford captured a good stat from Aaron Weiche’s LocalU presentation that I’d not heard before: over ⅓ of negative experiences referenced in reviews mention communication problems. This means that you not only need to have your local business listings up-to-snuff with ongoing management of the accuracy of your contact info, but that all of your communications technologies (texting, live chat, phone, etc.) must be responsive!

Thirdly, Barry Schwartz spotted early testing of a Find Places Through Reviews feature in July, but as of September, I have still not been able to replicate this interesting result, which is a further indication of Google’s continuous experimentation in the review space.

Finally, another tip from the inimitable Hawkins as tweeted by Brandon Schmidt: longer reviews tend to remain higher up in your Google review corpus for a longer time. The problem with this is that lengthier reviews are commonly negative, with unhappy customers taking the time to wax poetic about their complaints. Take some time to consider whether you can finesse your review requests so that your delighted customers are inspired to leave more voluble reviews.

2) HCU near you

It’s my belief that local businesses which have already made a habit of publishing content that thoughtfully serves their specific customers should come out well in the much-talked-about Helpful Content Update, which finished rolling out on September 9th. While many SEOs are trying to ascertain which changes can rightfully be attributed to the update, our friends at NearMediaCo are having interesting discussions about whether the HCU is, in fact, part of Google’s response to the rise of TikTok as a vehicle for search. As Greg Sterling notes,

Right now the most influential internet company is arguably TikTok. Google's HCU appears to be partly a response to the popularity of the site and its much-touted "authenticity."

Local SEOs and their clients cannot have failed to notice how many Google searches (including local searches) return low-quality results made up of optimized filler rather than human-worthy help. While the search engines and social sites play ball over who will win the authenticity trophy, my best advice to independent local businesses is to be sure that everything on your website is a proudly-published source of information for your community.

3) Beyond content: communication

Conference speaker Aaron Weiche presents slide stating that your content can't answer everything, but you can.

There may be times when I’m willing to wander about in the Google maze or the morass of site search hoping for an answer to a complex query, but usually, I don’t have the patience and want to be able to ask a business directly, “Do you have size 8, man-made, furry boots, with fluffy linings, but not from this brand, and only from this brand, and can you deliver them to my house, and can you do that contactlessly, and is there a surcharge for that?” Local businesses can certainly publish content to cover all of these bases, but bless the brand that makes it easy for me to have a conversation with a human being.

Brandon Schmidt did us the favor of photographing Aaron Weiche’s recent presentation on this topic. Ahead of the holidays, be sure your texting, live chat, and phone staff is ready with all the answers via highly visible numbers and links (and my boots!).

4) Toggle to hide your address

Tweet from SEO Barry Schwartz capturing new toggle functionality for hiding your address in Google Search and Google Maps.


Barry Schwartz highlighted Stefan Somborac’s screenshot of a new toggle feature in search and Maps that is meant to make it easier for business owners to hide the address on their Google Business Profile. The hidden address drama is one of the longest-running plots in the soap opera that is the Guidelines for representing your business on Google. I would personally like to see this character written out of the script in favor of businesses having the say in whether they want their exact location to be visible on their listings. I’ve never understood Google’s logic for requiring SABs to obscure their locations; living in an old house as I do, I’ve had too many opportunities of needing to know which 24-hour plumber is actually nearest to me.

5) Linked FAQs in Google Messaging

New Google messaging form lets you add linked FAQs for automated customer responses.

This might be one of the most exciting developments of the third quarter and we again have Stefan Somborac to thank for noticing it first. You can now populate Google Messaging with up to 10 FAQs with questions of up to 40 characters and answers of up to 500 characters and your answers can include links! While I’m not personally fond of automated consumer-brand communications, I can see a good use of this for answering really common questions about hours of operation, premise accessibility, or the availability of top brands in your inventory.

6) Filter local packs by days of the week

Tweet from Shameem Adhikarath shows new ability to filter Google local pack results by open hours on specific days of the week.

Google has long offered searchers the ability to filter packs by hours of the day, but Shameem Adhikarath realized that, at some point, the ability to filter results by specific days of the week was added. When a customer wants to know on Monday which are the best restaurants that are open on Saturday, a little feature like this makes sense. Word to the wise: be sure your hours of operation are always up-to-date on your listings!

7) Evaluate the role local SEO should play in property hunting

Tweet from SEO Elizabeth Rule shows slide from speaker Andy Simpson's presentation on why local SEO is just one consideration in choosing a business location.

Elizabeth Rule brought us this screenshot of Andy Simpson’s LocalU presentation in which he reminded local SEOs that our concerns are not the only ones that should be involved when a client moves or opens a new branch. While I’m sorry to have missed Andy’s full presentation, I can see the sense of it, just from this slide. So many of the goodies of reputation and profit will flow naturally when other factors like the location, convenience, and size of a new locale are properly considered, so definitely weigh in with local SEO recommendations during times of change, but prepare to be in a queue of many priorities.

8) Maps Photo Pins exist, but have you seen them yet?

Tweet from SaaS provider Bright Local shows test of circular Google Maps pins containing images.

Our honored colleagues at BrightLocal captured a version of Maps-based photo pins in September that is different than the ones reported by Barry Schwartz back in July as spotted by Vishal Sharma. These latest examples are round instead of square. I have not been able to replicate this test with similar search terms from my location in the US, and so I have no way of sussing out what the source of these images is or how to nudge Google into giving a business pin like this. For now, keep adding photos and keep checking Maps for this intriguing feature.

9) Be the winner next-door next year?

Screenshot of landing page at Nextdoor.com highlighting their 2022 Neighborhood Favorites Awards.

Nextdoor users voted many local and ten national businesses as their favorites this past August, and the winners have received press, badges and $500 ad credits. It’s definitely a platform worth getting listed on, and home service providers came out especially well in the contest. Nextdoor highlighted how showing up on time for appointments, providing excellent service, offering specialty goods and services, and earning recommendations from neighbors all contributed to winners’ successes. Sounds like good advice to take with you into the fourth and final quarter of 2022!

Monday, September 26, 2022

How We Increased a Client’s Leads by 384% in Six Months by Focusing on One Topic Cluster [Case Study]

Content marketing is an essential part of any SEO strategy. Without it, how are you going to attract customers looking for answers to their questions, and who are potentially in the market for your products or services?

At Tao Digital Marketing, we've recently generated some great results for one of our clients operating in the business financial space, The Insolvency Experts, mainly by focusing on just one “cluster topic” that was a huge money maker for them.

When looking at six month comparison stats (August 2021-January 2022 to February-July 2022), we've achieved the following:

  • Leads: 95 to 460 (384%)

  • Clicks: 4,503 to 23,013 (411%)

  • Impressions: 856,683 to 2,033,355 (137%)

  • Average position: 33.4 to 23.6 (increased almost 10 spots)

This was mostly achieved by absolutely hammering one topic area: company liquidation. In this case study, we’re going to explain how we did this step by step, so that hopefully you can generate similar results for your own business!

Objectives

If you really break it down, the objective of all SEO consultancy work is essentially the same: increase the number of leads for a business. This was our ultimate goal.

It’s not just as simple as that, though. We all know you can’t get to number one on Google overnight. So, like other SEO geeks out there, we tracked our successes through additional factors such as clicks, impressions, and average position, to show our efforts were worthwhile.

In January this year (2022) our goals for the next six months were as follows:

  • Leads: Just over double from 95 to 200 (110%)

  • Clicks: 4,503 to 13,500 (around 200%)

  • Impressions: 856,683 to 1,700,000 (around 100%)

  • Average position: 33.4 to 25 (around eight spots)

Insolvency Experts’ audience is primarily directors of UK businesses that are going insolvent, closely followed by business owners looking for financial advice. The majority of Insolvency Expert’s cash flow comes from formal insolvency processes, such as liquidation, administration, and CVAs (Company Voluntary Agreements), so it was really important for us to push these areas.

Our strategy

1. Research “company liquidation” search volume and related queries

We first picked this client up in November 2020. Initially, our focus was on the basics: updating all the top level pages (such as service pages and guides) to make sure they fit the intention of the user and clearly explained the services that Insolvency Experts offer.

Researching what works well at present

One of the pages that our content team updated was their company liquidation guide. After updating, the page started to perform very well in the SERP, and ranked at position #4 for “company liquidation”. Clearly, this sort of content was working, and we wanted to hit it even more.

After pulling some research together, one of our strategists proposed the idea of a “Company Liquidation Content Hub”, as the company liquidation guide was ranking for a lot of long tail questions:

Screenshot showing ‘how’ queries in Google Search Console, such as ‘how to liquidate a business’ and ‘how do liquidation companies work’
Screenshot showing ‘what’ queries in Google Search Console, such as ‘what is voluntary liquidation’ and ‘what happens to a director of a company in liquidation’

After cross referencing with the monthly search volume for these questions, she added some of these as H3s within the guide to see how they would perform. They resulted in so much more traffic that she decided they warranted their own individual guides, hence the idea for the hub. This would mean we weren’t putting all of our eggs into one basket, and that we could also internally link all of them together for users wanting to read more.

Users that are further down the marketing funnel don’t want to scroll down a huge guide to find the answer to their specific question, and we were certain that this would positively affect bounce rate. We therefore made sure that nine times out of 10, the H1 contained the question that was being answered.

Infographic explaining the sales funnel, starting with reach followed by act, convert and finally, engage

In order to further target those at the bottom of the marketing funnel who want to speak to someone quickly, we placed regular “Contact Us” CTAs throughout the content so that they don’t have to scroll right to the bottom of the page to get in touch with Insolvency Experts.

An example of a piece of content with a ‘Get Free Liquidation Advice’ CTA in the middle

Undertaking a competitor analysis

We also conducted a competitor analysis on this topic, focusing on three key players in the industry that were all ranking well for the phrase “company liquidation”. We found that the key competitors had the following:

Competitor A - 38 indexed articles on liquidation

Competitor B - 23 indexed articles on liquidation

Competitor C - 47 indexed articles on liquidation

Insolvency Experts only had six indexed articles on liquidation at the time, so it was clear we needed to be on their level - this was an obvious content gap.

Pitching the content hub to the client

We suggested this idea to the client alongside a forecasting spreadsheet created by our founder, in order to justify the resource that was needed to push the client as high as possible in the rankings for company liquidation.

This spreadsheet broke down a huge list of keywords alongside monthly search volume, average click through rate for positions 1-10 on the SERP, domain authority of competitors who are currently ranking for these keywords, and average conversion rate on the site at the moment.

Table demonstrating projected revenue for Insolvency Experts depending on where they ranked on the SERP

This unique formula would then allow us to explain to the client that for X amount of work, we predict we can get you to position X in X timeframe, and this would result in approximately X annual revenue. After pitching this to the client alongside infographics and current performance statistics, they told us they loved our ideas and agreed to let us go ahead.

2. Plan the content after client approval

After the client gave us the go-ahead, the next step was to plan all of this work based on search volume, and therefore priority order.

It’s easy to get lost in all the data within SEO, so it was incredibly important for us to have a solid plan and timeline for these changes. Topics were going to range from How to Liquidate a Company with No Money through to Administration vs Liquidation.

How we communicate planned works to our clients

In order to orchestrate clear communication between ourselves and our clients, we create a Traffic Light Report, which is a live Google Sheets document detailing all work to be undertaken for the current and next quarter. This is split into sections for technical SEO, content, and digital PR/link building (the three pillars of SEO).

This includes justification for each change we make, as well as a link to any live changes or documents. It also details when this will be done and if the action is with us or the client. The tasks are coloured in green for live changes, yellow for action needed, orange for in progress, red for anything on hold and clear for not started.

Here’s an example of what the content section of Insolvency Expert’s traffic light report looks like for their current quarter (July-September 2022):

Screenshot detailing content to be undertaken between July-September 2022, and justifications for each action

Scheduling the tasks

We then scheduled these topics for our various content writers to work on using our project management software, ClickUp. Within each task we placed a link to a skeleton document consisting of H1s, H2s, and H3s, as well as a title, meta description and keywords to include.

3. Write the content while implementing technical SEO

By this time it was around April 2022, and it was time for us to fully attack the content portion of our task list. Since then, we’ve written 18 pieces of content around company liquidation, and still have quite a few left to go before we consider this area of focus complete.

As part of our uploads, our technical SEO adds FAQ schema, which has helped Insolvency Experts showing up for several featured snippets (more details in results section).

Analyzing as we go along

Once we covered the big topics in the first couple of months of writing, we started to use Low Fruits to find smaller queries which are estimated at around 10 or fewer monthly searches. We’ve had a lot of success targeting lower search volume phrases, as these users seem to be more focused and lower down the sales funnel, so are more likely to be better engaged and convert better. A lot of the time they are pleased that you have answered their very niche question!

The below is a screenshot from a keyword analysis. We trawled through hundreds of keywords to pull out the ones relevant to the client.

A screenshot of queries from LowFruits.io featuring questions such as ‘can you still trade while in liquidation?’ and ‘can you trade out of insolvency?’

We then used Low Fruit’s Keyword Extraction and SERP Analysis tool to give us further details on a select few key terms.

These terms are shown as having a search volume of either 10, less than 10 or 0. Of course, we know that this is still hugely important to cover, and targeting these will bring in a very niche reader who is much more likely to convert due to the nature of the long-tail queries.

Finalizing the hub

Our plan is to finalize the hub this fall, and ensure that everything is internally linked. There will also be a menu change to make the addition of the hub very clear. See screenshots below for the current hub vs. how it will be presented once all content is ready (screenshot taken from their staging site in Kinsta, our hosting platform where we make design changes so that the client can approve them before they go live).

Current ‘hub’ in the menu:

Screenshot of the current ‘liquidation’ drop down menu, featuring four pieces of content

How the hub will look once all content is complete:

Screenshot sharing newer version of liquidation hub menu from Kinsta staging site

As part of our content process within ClickUp, we have a recurring task to check a new URL in Google Search Console two weeks after upload. This allows us to see if we have the “Google Spike of Acceptance”, which is a sharp incline of impressions/traffic indicating that the content will do well, before it falls then slowly rises again.

A screenshot showing the ‘Google Spike of Acceptance’ in Google Search Console - a sharp spike of clicks and impressions after upload

If we don’t see this spike, we carry out multiple checks, including: Is it an orphan page? Are there any technical errors? Is it indexed? If it is not indexed, we push the URL through Index Me Now.

If the issue is just that the piece isn’t getting picked up, we will take another look at the content to see if there is something else we can do to improve it, e.g. tweak the H1 or expand the content.

4. Build links to the relevant pages and homepage

Once we’d uploaded the content, it was time to build links to the priority pages and homepage in order to build the domain authority.

We wanted to really hone in on generating links for our company liquidation page. The page has 36 backlinks, many of which were built through link building efforts. This was largely done by working with business site publications and creating natural anchor text that would help with certain keyword rankings.

Example of a guest blog titled ‘The Advantages of Business Liquidation’

As well as building links specifically to the company liquidation page, we also built links to the main URL in order to boost overall domain authority. This was done through answering queries through platforms such as HARO and Response Source, as well as working with the client to create relevant, time-specific thought leadership pieces. Here’s an example of a HARO request we responded to, the topic being “Recession-proofing tips for small businesses”:

Although the site’s domain authority tends to fluctuate between 30-33 depending on links lost and general algorithm updates, the links to specific pages have still resulted in an increase in rankings, detailed further below.

Results compared to objectives

Although we knew that our strategy was going to work well based on our experience with our other clients, we were very pleasantly surprised by the huge positive effect our work has made, which enabled us to smash the targets we set!

Leads

Goal: Increase from 95 to 200 (110%)

Result: Increased from 95 to 460 (384%)

As a result of creating incredibly useful, lengthy content and placing regular CTAs throughout the content, we managed to almost quadruple the amount of leads coming through to the client in the space of just six months.

In the six months before our liquidation project began, our Leads Dashboard within WhatConverts shows that Insolvency Experts had five liquidation leads via phone call and 10 leads via their contact form on a liquidation-focused page.

In the six-month period since we’ve been working on the content hub, they have had 38 liquidation leads via phone call and 52 leads via contact form on a liquidation-focused page.

Result: 660% increase in phone call leads and 420% increase in contact form leads.

Previous six months:

Screenshot of the leads dashboard within What Converts showing that five leads were generated before work on the content hub began

Current:

Screenshot of the leads dashboard within What Converts showing that 38 leads were generated after work on the content hub began

Clicks

Goal: Increase from 4,503 to 13,500 (around 200%)

Result: Increased from 4,503 to 23,013 (411%)

By creating highly relevant content that matched the user’s search intent, we managed to almost quadruple the clicks over the space of six months, doubling our original 200% goal.

The site has received 29,400 clicks overall across the past 12 months. Below, you can see the huge spike in clicks and impressions from January onwards when we really started to focus on the liquidation content.

Screenshot showing spike in clicks and impressions once focus on ‘company liquidation’ began

Impressions

Goal: Increase from 856,683 to 1,700,000 (around 100%)

Result: Increased from 856,683 to 2,033,355 (137%)

Again, by creating highly relevant blogs, Google started to understand the relevancy of our content, so the number of impressions hugely increased. Along with the 137% increase above, over the past 12 months (August 2021-August 2022) the site has received 485,000 impressions for the query ‘liquidation’ alone.

Google Search Console Graph detailing huge spike in impressions between August 2021-August 2022

The main company liquidation guide that we updated had a total of 732K impressions over the past 12 months, too, with a huge spike from February onwards, when we updated the guide.

Google Search Console Graph detailing huge spike in impressions in February for the updated company liquidation guide

Average position

Goal: Increase from 33.4 to 25 (around 8 spots)

Result: Increased from 33.4 to 23.6 (increased 10 spots)

This increase is due to the relevancy of our content and the amount of keywords each piece ranked for. As mentioned, the main company liquidation guide has worked incredibly well, ranking for 181 keywords, 67 of which are page one (37%). It now has the number one spot for the term “company liquidation”. See below for an example of queries the page is showing up for.

Google Search Console Screenshot sharing queries the company liquidation guide is appearing for, such as ‘members voluntary liquidation’, ‘liquidation of company’, ‘how long does liquidation take’ and more

The page also shows up for six featured snippets as a result of us implementing FAQ schema.

Screenshot showing the company liquidation guide appearing in a featured snippet query for ‘process of liquidation’

335 clicks and 93,663 impressions have come from the FAQ rich results alone.

Screenshot of Google Search Console showing ‘FAQ Rich Results’ within the search appearance column

In the six months before we updated the guide, it pulled in around 650 clicks and 227K impressions. In the six months following, it brought in around 1,180 clicks and 382K impressions. We’ve practically doubled clicks on one single guide.

As mentioned, this particular piece of content has 36 backlinks, and actually ranks ABOVE the official UK government company liquidation guide, which has a domain authority of 93 (about 60 higher than ours). Clearly, we’re meeting the searcher’s intent and giving them what they are looking for.

Screenshot of the SERP showing that Insolvency Experts’ company liquidation guide appears above official UK government advice.

In the six month period before we started work on liquidation, Insolvency Experts had an average click through rate of 0.5%. Over a six month period of us working with them, this more than doubled to 1.2%.

Another success worth noting is that 3 out of 6 of our latest articles have an average page view duration of between 9 and 10 minutes! The other half are averaging around 5 to 6 minutes, which is still very good. Clearly, users are wanting in-depth information on this topic.

The “What happens to a director of a company in liquidation?” guide, which went live in May, is now the fifth most clicked page on the site. when filtered on GSC by the term “liquidation”.

Overall, we’re extremely pleased with the results we generated, and so are Insolvency Experts — the company liquidation department is now inundated with queries and they are rushed off their feet!