Leadfeeder has powerful filtering options like custom feeds and traffic filters, but if you are looking for an even tighter segment of visitors you may need to set up filtering on your Google Analytics view. By filtering your Google Analytics view you can reduce ALL of the visit information coming into Leadfeeder.
One instance of where this larger filter may be desirable is if you have a login button or link on your site where current customers log in for services or other information. A basic, or 'Predefined filter' in Google Analytics can work well for filtering out direct visits to your login page, especially if your login page is a subdirectory. Check out this article first to see if a 'Predefined filter' will work for you.
If visitors use your homepage as a path to a login or application page you may want to filter out those complete visits. In this case, if the 'Predefined filter' won't do this you have other options.
One way this can be accomplished is by setting up a view filter that excludes a custom dimension that you have set. This type of filtering is more complicated if you have a member of your team that is familiar with Google Analytics and Google Tag Manager it would be worth buying them lunch to help get this setup. However, we will try to help with the following example.
You will need the following:
Google Analytics access with permissions for custom dimension and view creation.
A Google Tag Manager account with full permissions and a GTM container on the site.
Follow the process below, using the videos as guides. Once everything is complete there will be a view created that filters out visit sessions where a link to our login will be excluded.
Start by creating a new 'view' in Google Analytics for the property you have connected to Leadfeeder. This will be the view you eventually connect to Leadfeeder. Create a copy of your main view and name it something easy to distinguish.
While you are in your Google Analytics account take note of the Tracking ID for use later.
Next, create your 'Custom Dimension'. This will be what distinguishes the sessions where users log in. Set this as a 'session' level dimension. Take note of the name and index number or the custom dimension. In our example the index number is '3' and the name is 'login'.
Now you will log into your properties Google Tag Manager. Once there, start by creating a trigger. In our example, we use the 'All elements' click trigger which fires only when the click would lead to our login page. This will fire on any link that leads to our login, not just the login button.
Once your trigger is created you will create a tag. This tag will send the required information to your Google Analytics account. We are sending an 'event' which will be identified with a category, action, and label. Name this something identifiable and relevant to your event. To input your tracking ID, click 'Enable override settings', use the tracking ID you retrieved in the earlier step - your UA code. Under 'More Settings' you will add your 'custom dimension' that you created earlier. Input the dimension index (3), and the value you want to send (login). Choose the trigger you set in the last step to finish your tag and save.
Be sure to save and publish your changes live to your site.
Now that your tag is created and sending the custom dimension to identify logins head back to Google Analytics to create the filter to exclude these sessions.
Under your newly created view create a custom filter. Again name it something applicable and choose 'exclude' and filter field 'Custom Dimensions' select the dimension you created earlier. Under 'Filter pattern' insert what the filter will look for in the custom dimension, in this case, the simple value of 'login'. You can check your tag in Google Tag Manager to make sure you choose the right value.
You should now have a view that filters out any sessions where the 'login' link or button was clicked. By connecting this view to Leadfeeder you will be 'ignoring' current customers or other users that are logging in.
You can now attach your filtered view to Leadfeeder. If you don't know how to attach a new view to Leadfeeder check out this article to walk you through.
Google Analytics is powerful but can also be quite challenging. This article is meant to guide you in a direction but may not be the exact solution you are looking for. If you need advanced filtering or set-up you may need the more hands-on support from someone on your team who works directly with your Google Analytics set up. You can also always reference Google Analytics support for assistance as well.