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Module​ ​1​ ​Cheat​ ​Sheet​ ​-​ ​Google​ ​Account​ ​Setup

www.getwsodo.com
www.getwsodo.com
Creating​ ​accounts,​ ​Linking​ ​AdWords,​ ​Analytics,​ ​Merchant​ ​Center​ ​&​ ​YouTube
and​ ​Turning​ ​on​ ​Remarketing

Note:
Use​ ​the​ ​same​ ​email​ ​address​ ​to​ ​login​ ​to​ ​each​ ​of​ ​your​ ​Google​ ​Accounts.​ ​ ​This​ ​makes
connecting​ ​them​ ​so​ ​much​ ​easier.​ ​ ​If​ ​you​ ​plan​ ​to​ ​have​ ​team​ ​members​ ​working​ ​in​ ​accounts​ ​it
might​ ​make​ ​sense​ ​to​ ​create​ ​a​ ​generic​ ​gmail​ ​address​ ​when​ ​connecting​ ​everything.​ ​ ​So​ ​creating
something​ ​like​ ​[insertyourcompany]​team@gmail.com​​ ​and​ ​use​ ​that​ ​for​ ​creating​ ​all​ ​of​ ​your
accounts.​ ​ ​You​ ​can​ ​use​ ​whatever​ ​email​ ​address​ ​you​ ​want​ ​and​ ​add​ ​your​ ​team​ ​as​ ​users​ ​later,​ ​this
generic​ ​email​ ​address​ ​can​ ​be​ ​simpler.

Don’t​ ​stress.​​ ​ ​While​ ​following​ ​steps​ ​in​ ​the​ ​order​ ​I​ ​have​ ​listed​ ​here​ ​I​ ​think​ ​makes​ ​the​ ​most
sense,​ ​if​ ​you​ ​don’t​ ​connect​ ​every​ ​account​ ​exactly​ ​in​ ​this​ ​order,​ ​Google​ ​is​ ​pretty​ ​good​ ​about
prompting​ ​you​ ​later.​ ​ ​So​ ​if​ ​you​ ​forget​ ​to​ ​connect​ ​AdWords​ ​and​ ​YouTube​ ​initially,​ ​when​ ​you​ ​go​ ​to
create​ ​your​ ​first​ ​video​ ​campaign​ ​Google​ ​will​ ​prompt​ ​you​ ​to​ ​connect​ ​them.

Gotta​ ​have​ ​the​ ​foundation​ ​before​ ​you​ ​can​ ​build​ ​the​ ​skyscraper.​​ ​ ​The​ ​setup​ ​is​ ​decidedly
unfun.​ ​ ​But​ ​it’s​ ​necessary.​ ​ ​And​ ​getting​ ​this​ ​right​ ​allows​ ​you​ ​to​ ​move​ ​on​ ​to​ ​the​ ​cool​ ​fun​ ​stuff​ ​that
makes​ ​you​ ​money.

Using​ ​Google​ ​Analytics​ ​to​ ​build​ ​lists​ ​&​ ​goals​ ​is​ ​easier,​ ​but​ ​not​ ​the​ ​only​ ​way.​​ ​ ​You​ ​can​ ​also
create​ ​remarketing​ ​lists​ ​and​ ​track​ ​conversions​ ​using​ ​tracking​ ​codes​ ​generated​ ​in​ ​Google
AdWords.​ ​ ​There’s​ ​nothing​ ​wrong​ ​with​ ​this​ ​method.​ ​ ​But,​ ​for​ ​simplicity​ ​purposes,​ ​I’m
recommending​ ​that​ ​you​ ​use​ ​Google​ ​Analytics​ ​for​ ​building​ ​lists​ ​and​ ​creating​ ​goals.​ ​ ​I​ ​recommend
this​ ​for​ ​two​ ​primary​ ​reasons:
1. Integration​ ​of​ ​Google​ ​Analytics​ ​code​ ​with​ ​most​ ​shopping​ ​cart​ ​platforms​ ​is​ ​super
easy​.​ ​ ​Here’s​ ​a​ ​link​ ​to​ ​how​ ​to​ ​add​ ​GA​ ​to​ ​Shopify​.​ ​ ​It’s​ ​a​ ​breeze.
2. It’s​ ​only​ ​one​ ​set​ ​of​ ​code​ ​to​ ​track​ ​everything.​​ ​ ​With​ ​GA​ ​you​ ​install​ ​the​ ​code,​ ​then
everything​ ​you​ ​build​ ​whether​ ​remarketing​ ​lists​ ​or​ ​goals​ ​is​ ​all​ ​done​ ​in​ ​the​ ​GA​ ​interface.
No​ ​more​ ​coding​ ​required.​ ​ ​If​ ​you​ ​use​ ​Google​ ​AdWords​ ​you​ ​need​ ​a​ ​separate​ ​remarketing
tag​ ​and​ ​then​ ​unique​ ​codes​ ​for​ ​each​ ​goal​ ​you​ ​want​ ​to​ ​track.​ ​ ​Usually​ ​if​ ​you​ ​want​ ​to​ ​use
AdWords​ ​conversion​ ​tracking​ ​we​ ​would​ ​want​ ​to​ ​install​ ​Google​ ​Tag​ ​Manager.​ ​ ​GTM​ ​is
awesome,​ ​but​ ​is​ ​a​ ​topic​ ​in​ ​and​ ​of​ ​itself.​ ​ ​Even​ ​for​ ​clients​ ​using​ ​GTM​ ​I​ ​still​ ​like​ ​building
most​ ​of​ ​my​ ​remarketing​ ​lists​ ​in​ ​GA.

Setting​ ​up​ ​and​ ​Connecting​ ​all​ ​Accounts:

1. Setup​ ​Google​ ​AdWords​​ ​-​ ​This​ ​is​ ​really​ ​just​ ​creating​ ​the​ ​account.​ ​ ​That’s​ ​it.​ ​ ​Don’t​ ​worry
about​ ​campaigns​ ​or​ ​anything​ ​else​ ​at​ ​this​ ​point.​ ​ ​It’s​ ​nice​ ​to​ ​have​ ​your​ ​AdWords​ ​account
created​ ​so​ ​that​ ​when​ ​you​ ​get​ ​into​ ​Google​ ​Analytics​ ​(GA)​ ​you​ ​can​ ​link​ ​the​ ​two.
a. Visit​ ​Google.com/Adwords
b. Click​ ​Sign​ ​up​ ​and​ ​follow​ ​the​ ​simple​ ​steps
2. Setup​ ​Google​ ​Analytics www.getwsodo.com
a. Create​ ​Your​ ​Account
www.getwsodo.com
i. Visit​ ​Google.com/analytics
ii. Click​ ​Sign​ ​up
iii. Follow​ ​the​ ​Simple​ ​Steps
b. Get​ ​your​ ​Tracking​ ​Code

c. Understanding​ ​Accounts​ ​>​ ​Properties​ ​>​ ​Views


d. Enable​ ​on​ ​Ecommerce​ ​Tracking
www.getwsodo.com
www.getwsodo.com

e. 2​ ​Steps​ ​to​ ​Turn​ ​on​ ​Remarketing:​ ​ ​Enable​ ​Remarketing,​ ​Enable​ ​Demographics​ ​&
Interests.
www.getwsodo.com
www.getwsodo.com

f. 4​ ​Lists​ ​to​ ​Build​ ​Initially​ ​-​ ​The​ ​combinations​ ​of​ ​remarketing​ ​lists​ ​is​ ​almost
unlimited.​ ​ ​Here​ ​are​ ​the​ ​first​ ​for​ ​lists​ ​you​ ​should​ ​create.​ ​ ​We’ll​ ​discuss​ ​a​ ​few​ ​more
in​ ​the​ ​upcoming​ ​training​ ​modules.
i. All​ ​visitors​​ ​-​ ​This​ ​is​ ​anyone​ ​who​ ​has​ ​visited​ ​your​ ​site.​ ​ ​When​ ​you​ ​first
start​ ​remarketing​ ​and​ ​if​ ​you​ ​have​ ​smaller​ ​number​ ​of​ ​visitors​ ​to​ ​your​ ​site,
this​ ​is​ ​the​ ​place​ ​to​ ​start.
www.getwsodo.com
www.getwsodo.com
www.getwsodo.com
www.getwsodo.com

ii. Cart​ ​Visitors​​ ​-​ ​this​ ​is​ ​someone​ ​who​ ​has​ ​at​ ​least​ ​started​ ​the​ ​checkout
process.​ ​ ​You​ ​start​ ​the​ ​process​ ​just​ ​like​ ​you​ ​do​ ​above,​ ​but​ ​with​ ​a​ ​few
differences.
www.getwsodo.com
www.getwsodo.com
www.getwsodo.com
www.getwsodo.com
iii. Purchasers​​ ​-​ ​this​ ​list​ ​is​ ​great​ ​for​ ​a​ ​few​ ​reasons.​ ​ ​One​ ​you​ ​can​ ​build​ ​a
“Similar​ ​Audience”​ ​and​ ​two​ ​you​ ​can​ ​target​ ​these​ ​buyers​ ​with​ ​new​ ​offers.
www.getwsodo.com
www.getwsodo.com
www.getwsodo.com
www.getwsodo.com

iv. Smart​ ​Lists​​ ​-​ ​this​ ​is​ ​a​ ​list​ ​Google​ ​builds​ ​automatically.​ ​ ​This​ ​is​ ​a​ ​list​ ​of
visitors​ ​who​ ​have​ ​NOT​ ​converted​ ​yet,​ ​but​ ​that​ ​Google​ ​things​ ​are​ ​the​ ​most
likely​ ​to​ ​convert​ ​next.
www.getwsodo.com
www.getwsodo.com

3. Setup​ ​Merchant​ ​Center​ ​-​ ​Merchant​ ​Center​​ ​is​ ​important​ ​because​ ​it​ ​holds​ ​the​ ​data
behind​ ​your​ ​Google​ ​Shopping​ ​Campaigns.
a. Claim​ ​&​ ​Verify
www.getwsodo.com
www.getwsodo.com

b. Setup​ ​Sales​ ​Tax​ ​&​ ​Shipping


www.getwsodo.com
www.getwsodo.com

4. Setup​ ​YouTube​ ​Channel


a. Visit​ ​YouTube.com​ ​and​ ​sign​ ​in​ ​using​ ​the​ ​email​ ​address​ ​you​ ​are​ ​using​ ​for
AdWords,​ ​Analytics​ ​and​ ​Merchant​ ​Center
b. Create​ ​Channel​ ​by​ ​clicking​ ​your​ ​profile​ ​pic​ ​in​ ​the​ ​upper​ ​right​ ​and​ ​then​ ​click
“Create​ ​Channel”
c. Add​ ​your​ ​Graphics​ ​(optional)
i. Banner:​ ​2560​ ​x​ ​1440
ii. Profile​ ​Picture:​ ​ ​800​ ​x​ ​800

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