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Google Analytics 4 Setup Checklist

Jovana Božić ·Head of CRO ·May 27, 2022 ·13 min read
Google Analytics 4 Setup Checklist
On this page
  1. The short version
  2. How do I create a GA4 property and data stream?
  3. How do I install GA4 with Google Tag Manager?
  4. How do I install GA4 with gtag.js?
  5. How do I install GA4 without GTM or gtag.js?
  6. How do I verify GA4 is working with DebugView?
  7. What do GA4 Realtime reports show?
  8. How do I enable Google Signals in GA4?
  9. How do I connect GA4 to Google Ads?
  10. Final Thoughts
  11. Frequently asked questions

Google Analytics 4 is how you keep track of your website traffic and see what visitors actually do. It gives you deeper insight and more customization than the old versions, and getting the setup right is what makes the rest of it trustworthy.

Setting up GA4 can be fiddly if you are not deep in the technical side, so this guide walks the whole thing, from creating the property to verifying the data and linking Google Ads. Work through the steps below and you will be tracking in good order.

Prefer to work from a single document? The same walkthrough is packaged as our GA4 Setup Ebook, a free download you can keep beside you as you build the property.

The short version

  • GA4 setup is four moves: create a property and data stream, install the tag, verify the data, then enable Google Signals and link Google Ads.
  • Install through Google Tag Manager rather than hardcoded tags. It is free and makes every later change easier.
  • Change data retention from the two-month default to 14 months when you create the property.
  • Verify before you trust anything. DebugView and the Realtime report tell you the tag is actually firing.
  • Link Google Ads and turn on Google Signals to unlock conversion import, audiences, and cross-device demographics.

How do I create a GA4 property and data stream?

These steps are basic GA4 configuration. Before that, be sure to read about the key benefits of GA4 and how the new and improved platform works.

Create a new property in GA4 and set its parameters while logged into your Google Analytics account, working through these 10 steps:

#1 First, go to the Admin section and click on the Create Property button.

The Google Analytics 4 Admin section with the Create Property button

#2 Set the property name, currency, and time zone for the account.

You can skip the step where Google asks for your business information. That step won't directly influence the data and reports you can see on your property.

#3 Click the Create button, and you'll get the option to create a new data stream.

#4 If you're moving from a web property, choose Select Web to select the type of site.

The GA4 data stream type screen with the Select Web option for a website

#5 The settings panel should display where you have to enter your website's URL and a data stream name.

#6 Review the Enhanced Measurement settings. See whether you should exclude any events from being tracked automatically.

#7 To finish, click the Save button.

The GA4 web stream setup panel with fields for website URL and data stream name and a Save button

After you've created the data stream, you'll receive a Measurement ID that you'll need in the Google Tag Manager (GTM) Tag Configuration panel. We recommend using GTM for tracking.

The GA4 web stream details showing the Measurement ID needed for the Google Tag Manager Tag Configuration panel

#8 Cross-domain tracking, undesirable referrals, and internal traffic may all be disabled or restricted on the More Tagging Settings.

The More Tagging Settings for the GA4 stream, where cross-domain tracking, unwanted referrals, and internal traffic can be restricted

#9 Another critical consideration is Data Retention. The extent of user and event data retention is set to two months by default. Make sure to check if you need to change it to be 14 months, depending on your company's needs.

The GA4 Data Retention setting for user and event data, defaulting to two months with an option to change it to 14 months

#10 Now, head over to Google Tag Manager and set up your base GA4 configuration tag.

Rather than hardcoding GA4 tags on your website, use GTM for all of your tracking needs. It's a free tool that lets you make custom definitions and simplifies tag deployment and management.

The Google Tag Manager interface for setting up the base GA4 configuration tag

How do I install GA4 with Google Tag Manager?

The optimal way to set up Google Analytics 4 is using the Google Tag Manager (GTM). You do it in 19 short and easy steps.

#1 You've created a property, navigate to your data stream details.

The GA4 data stream details view opened after creating a property

#2 Copy the Measurement ID (you'll need to paste it later).

#3 Navigate to your GTM account and click on the New Tag link.

The Google Tag Manager account with the New Tag link being selected

#4 Name your new tag something clear like GA4 Config, and set its type to Google Analytics: GA4 Configuration, like this:

A new Google Tag Manager tag named GA4 Config set to the Google Analytics GA4 Configuration tag type

#5 Paste the Measurement ID you copied earlier.

The GA4 Configuration tag with the Measurement ID pasted into its field

#6 Now that you've finished setting up tags, it's time to trigger them! Go into the Triggeringsection and select All Pages.

The Triggering section of the GTM tag with the All Pages trigger selected

#7 Click the Save button.

#8 Clicking on the Preview button at the top right-hand side, the tag manager preview mode should open in a new browser tab.

If it does not, your browser might be blocking the window.

The Preview button at the top right of Google Tag Manager used to open preview mode

#9 Copy and paste your website URL in the Preview mode and then click on the Start button. A new tab will open up with your website.

#10 You'll want to switch back to the browser tab with tag manager preview mode and click the Continue button.

The Tag Assistant connect screen with a field for the website URL and a Connect button

#11 If you see your GA4 configuration tag under the Tags Fired section, you did it. It is firing correctly.

The Tag Assistant preview showing the GA4 configuration tag under the Tags Fired section

#12 Hop on to your GTM account and submit everything by clicking the Submit button.

The Submit button in the Google Tag Manager account used to publish the container

#13 Enter Version Name and Publish*.*

The GTM submission screen with a Version Name field and the Publish button

#14 To make sure you've set up everything correctly, now hop back to your website, visit a couple of pages, and make a few clicks.

#15 Return to your GA4 property and go to Reports from the left nav menu.

The Reports item in the left navigation menu of the GA4 property

#16 Click on Realtime report.

The Realtime report option in the GA4 Reports menu

You should now see your activity updating in real time.

The GA4 Realtime report showing site activity updating in real time

How do I install GA4 with gtag.js?

These steps are only to be followed if you don't use GTM but have the gtag.js on your website. You needn't add new codes if you're already using gtag.js on your site. Just make sure you turn on tagging for the GA4 stream.

#1 Open your current GA property.

#2 Go to Admin > Tracking info > Tracking code.

#3 Click on Connected Site Tags under Global site tag (gtag.js).

#4 Then, connect the Measurement ID of your recently created GA4 property.

#5 In 2022 you would keep the Universal Analytics tag running alongside this. Universal Analytics has since been retired, so today you only need the GA4 tag.

How do I install GA4 without GTM or gtag.js?

If you don't use Google Tag Manager or gtag.js on your website, follow these steps to install GA4:

#1 Open the Setup Assistant of your newly created GA4 property.

#2 Click Tag Installation under Collection*.*

#3 Select your Data Stream and click the arrow at the right.

#4 Open the Add new on-page tag section under Tagging instructions*.*

#5 Choose the Global site tag (gtag.js) option and copy your new gtag.js code.

#6 Copy this global site tag code into the section of your website.

#7 In 2022 you would have kept your Universal Analytics code active too. Universal Analytics is now retired, so the GA4 tag is all you need.

How do I verify GA4 is working with DebugView?

DebugView enables you to view the data received by your Google Analytics 4 property to make sure that the tracking is working perfectly.

First, start by enabling the Preview mode in Google Tag Manager. You should be able to see the new GA4 tag among tags that fired. It's now time to test your events after setting them up.

Google Tag Manager preview mode showing the new GA4 tag among the tags that fired

Go to the Configure part on the left side of the GA4 interface and click on the Debug View.

Once you open the interface of the Debug view, don't be surprised if the report is empty.

The GA4 DebugView interface opened from the Configure section, showing an empty report

The debug data is visible once the debug mode is enabled in GA4, which can be done in a few ways:

  • Install and enable the GA debugger Chrome extension
  • Send a debug_mode parameter with the event.
  • Enable Google Tag Manager's Preview mode on a page that you're debugging.

Go to the Chrome web store and install the Google Analytics Debugger plugin if you want the first option. Once you install it, click on its icon to make sure it says ON. You should be able to see your events now coming into DebugView from this moment on.

The next option is to send a debug_mode parameter with each event you want DebugView to display. Go to Google Tag Manager, and open the GA4 Configuration tag. Add the debug_mode parameter in the Field name and add true to the Value field.

The GA4 Configuration tag in GTM with a debug_mode field set to the value true

Last but not least is the enabled Preview mode in GTM. However, since we're actively working with Google Tag Manager, the Preview mode is already on. The debug_mode will be true, and data will begin appearing in GA4 DebugView.

When you begin seeing data in DebugView, you can click on each event, and a list of parameters will appear. To learn more about the value that GA4 received from this parameter, select it and see what was displayed.

The GA4 DebugView showing an event selected with its list of parameters and their values

However, keep in mind that there may be a delay between when an event takes place on a website and when it is visible in DebugView. That can mean waiting for a few minutes until the data occurs. Also, if that happens, try refreshing the DebugView's page.

What do GA4 Realtime reports show?

GA4 Realtime reports are where the data from your reports will be presented. You can find Realtime Reports on the left sidebar of the GA4, go to the Reports snapshot and click the Realtime section.

You'll notice that, compared to Universal Analytics, this new report comes with capabilities to see data on a much deeper level.

In another post, we compared the differences between GA4 and UA. Check it out before migrating fully to Google Analytics 4.

On the first look, you'll see a map with information such as the number of users in the last 30 minutes, traffic sources, most popular events, etc.

When you click the View user snapshot button in the top right corner, you get to see the snapshot of an individual user.

The View user snapshot button in the top right corner of the GA4 Realtime report

You can view a stream of all events for that user, and you may click on them (just like in DebugView) to get a more detailed view. You can go to the following user/visitor snapshot by clicking the arrow button.

The GA4 user snapshot view with an arrow button to move to the next user snapshot

How do I enable Google Signals in GA4?

Google Signals enables advertisers to monitor the cross-device behavior of their users by collecting data from those who have signed in and enabled ad personalization on one Google account.

Google Signals is a powerful tool for marketers who want to track their campaigns' performance across different devices and platforms. Once you active it, Google Signals can help you remarket visitors with tailored messages and analyze users by age group or gender interest.

A GA4 demographics report without Google Signals enabled

Without Google Signals

A GA4 demographics report with Google Signals enabled

With Google Signals

Because this feature is NOT enabled by default in GA4, here are the steps to activate Google Signals for your property:

#1 Go to the Admin section of your GA4 property.

#2 Then, click Data Settings under Property*.*

The Data Settings option under the Property column in the GA4 Admin section

#3 Click on Data Collection*.*

#4 Open & go through the Google Advertising Features Policy.

The GA4 Data Collection settings with a link to the Google Advertising Features Policy

Because it's essential to know what you and your company agree to, read this policy carefully. And if you agree...

#5 Click on the Get Started button.

The Get Started button for enabling Google Signals in the GA4 Data Collection settings

#6 Then the Continue button.

The Continue button in the Google Signals activation flow

#7 Finally, click on the Activate button

The Activate button for turning on Google Signals in the GA4 property

The screen should look like this now.

The GA4 Data Collection screen after Google Signals has been activated

And if you ever want to disable Google Signals in GA4, all you need to do is switch off the knob that says Enable Google Signals data collection*.*

But for now... Wait for 24h. There is a delay in Google Analytics 4 for initial data to be received.

#8 After the 24h have passed, open the home page of your GA4 reporting view.

#9 Scroll to Demographics*,* click on the drop-down menu, and select Demographics Overview:

The GA4 Demographics drop-down menu with Demographics Overview selected

#10 You should be able to see populated data.

The GA4 Demographics Overview report populated with audience data

That is another milestone done.

If you can see users' genders, interests, and ages on Google Signals data, then it means that your GA4 reports are now starting to flow with helpful information about who's visiting you online.

Make sure not to miss out on any of those insights by reviewing these reports regularly to know what needs improving or adjusting.

How do I connect GA4 to Google Ads?

Connect your GA4 property with Google Ads by following these four simple steps:

#1 Make sure you have the Edit permission on the GA4 property that you wish to connect to your Google Ads account(s).

#2 Make sure you have the Admin level of access to the Google Ads account(s) to which you wish to connect your GA4 property. Keep in mind that you may link up to 20 Google Ads accounts with your GA4 property.

#3 Go to your Google Analytics 4 property.

#4 Scroll down a bit and click on the Admin button on the bottom left sidebar:

The Admin button at the bottom left of the GA4 property sidebar

#5 Click on Google Ads Links below the Property column.

The Google Ads Links option under the Property column in the GA4 Admin section

You'll see an overlay like this:

The GA4 Google Ads Links overlay shown before any account is linked

#6 Now click the Link button.

#7 Then, click Choose Google Account.

The Choose Google Account step in the GA4 to Google Ads linking flow

#8 You can now select one or more Google Ads accounts you wish to connect with GA4 property by clicking the Confirm button.

The list of Google Ads accounts to select with a Confirm button in the GA4 linking flow

Keep in mind. You will only see accounts from Google Ads that you have admin access to.

#9 Select and click Next.

The selected Google Ads account with the Next button in the GA4 linking flow

After that, you'll see a screen like this where you'll have the option to disable Personalized Advertising and Auto-Tagging.

When you disable Personalized Advertising, your GA4 audience list and remarketing events/parameters will not be published to the Google Ads account you've just linked.

And when you disable Auto Tagging, GA will not automatically associate Google Ads data with user clicks:

We recommend that you keep both enabled, like so:

The GA4 link settings with Personalized Advertising and Auto-Tagging both left enabled

#10 Click on the Next button.

#11 Go through the settings once more and Submit.

The review and Submit step that confirms the GA4 to Google Ads link settings

You should have received a notification that confirms your GA4 property is linked in GAds.

The confirmation notification that the GA4 property is linked in Google Ads

Don't forget that Google Ads may take up to 24hrs before displaying data in the platform.

Final Thoughts

So there you have it, our complete guide to setting up Google Analytics 4. If you are just starting with web analytics or an experienced user of GA looking to switch over to the new interface, this guide has everything covered. We hope that by following these simple steps, your data will be correctly collected, and triggers will work as they should so that you can start gaining insights into your website's performance.

Once your data is flowing, the next steps are tracking events and setting up conversions. And if you would rather have the whole setup done and checked for you, that is what our Google Analytics 4 setup service is for.

Frequently asked questions

How do I set up Google Analytics 4? Create a GA4 property and a web data stream, then install the GA4 tag. Google Tag Manager is the method we recommend for most sites. Once the tag is firing, verify it in DebugView and the Realtime report, then finish by enabling Google Signals and linking your Google Ads account.

Should I install GA4 with Google Tag Manager or gtag.js? Google Tag Manager is the better option for most sites. It is free, keeps your tags out of the page code, and makes later changes and debugging far easier than hardcoding gtag.js. Use gtag.js only if you already have it on the site and do not want to add GTM.

How do I check my GA4 setup is working? Use DebugView and the Realtime report. Turn on Preview mode in Tag Manager, browse a few pages of your site, and watch the events arrive. If nothing shows, the tag is not firing yet. Expect a short delay before data appears, and refresh if needed.

What should GA4 data retention be set to? GA4 defaults user and event retention to two months. Change it to 14 months unless you have a reason not to, so your exploration reports can look back over a longer window. You set this under Data Settings when you create the property.

How do I link GA4 to Google Ads? In the GA4 Admin, open Google Ads Links under the Property column and link the account. You need Edit access on the property and Admin access on the Google Ads account, and you can link up to 20 Google Ads accounts. Keep Personalized Advertising and Auto-Tagging enabled so audiences and click data flow through.

Jovana Božić
Written by
Jovana Božić
Head of CRO

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