Measure reading engagement with Google Analytics or Mixpanel

Tracking Template/Process Usage with Analytics Tools

You can connect Tallyfy to web analytics tools like Google Analytics or Mixpanel. These tools show exactly how people in your organization - or guests¹ - are using your Tallyfy documentation, templates, and processes.

Why track usage?

• See what people use: Find out which templates or documents are viewed most often
• Measure engagement: Track exactly how long people spend on specific pages or steps
• Find popular processes: Identify which workflows get used 50+ times a week (or barely at all)
• Understand usage: Learn when teams access process information - mornings? Late nights?
• Check value: See if using certain processes correlates with better results

Setting up Google Analytics (GA)

What you need

• A Google Analytics account where you have admin rights
• A Tallyfy Professional or Enterprise plan
• Administrator permission in Tallyfy

Step 1: Set up Custom Dimensions² in Google Analytics

Important: Do this step first inside your Google Analytics account. Tallyfy can’t send data without these dimensions configured.

1. Log into Google Analytics
2. Go to Admin (gear icon) > Data display > Custom definitions > Custom dimensions
3. Click Create custom dimension and create these five dimensions:

Dimension Name	Scope	Event Parameter
User Name	User	user_name
User Email	User	user_email
Process Name	Event	process_name
Event Type	Event	event_type
Event Details	Event	event_details

Match settings EXACTLY!

The dimension names and event parameters must match the table above. Incorrect configuration will prevent data from flowing to your reports.

Step 2: Get your Google Analytics Measurement ID

1. In Google Analytics, go to Admin > Data Streams
2. Select your web data stream and copy your Measurement ID (it looks like G-XXXXXXXXXX)

Step 3: Connect Tallyfy to Google Analytics

1. In Tallyfy, go to Settings > Integrations
2. Find and click the Analytics section
3. Paste your Google Analytics Measurement ID (from Step 2) into the box provided
4. Click Save

That’s it. Tallyfy now sends usage data (page views, events, the works) straight to your Google Analytics account.

Tracking specific users with User ID in GA (Optional)

Want to track the same user across their laptop, phone, and tablet? Google Analytics supports User ID tracking - it identifies logged-in users across different devices or sessions.

User ID in GA4

GA4 handles user identification differently than older versions. When Tallyfy sends user data, GA4 automatically associates events with the user across devices. Go to Admin > Reporting identity to configure how GA4 identifies users (blended, observed, or device-based).

Data takes time

Google Analytics typically takes 24-48 hours to process and display new data. Don’t panic if you don’t see anything right away.

Setting up Mixpanel Integration

Mixpanel is another analytics tool you can connect to Tallyfy. It’s great for tracking specific events and user actions.

How to connect Mixpanel

1. In Tallyfy, go to Settings > Integrations > Analytics.
2. Enter your Mixpanel Project Token (you’ll find this in your Mixpanel account).
3. Click Save.

What Mixpanel tracks

Mixpanel captures detailed information about specific actions people take in Tallyfy:

• Viewing a template
• Completing a step
• Launching a process
• Engaging with specific documents

Privacy with Mixpanel

Mixpanel collects detailed event data in your Mixpanel account - including user information. Make sure your company’s privacy policy covers this data collection.

Using the Analytics Data

Once you’re connected, here’s what you can do with Google Analytics or Mixpanel:

• Build custom reports about Tallyfy usage
• Create real-time dashboards to spot trends
• Set up alerts when usage patterns change
• Export data for deeper analysis

Need help with specific reporting? Contact Tallyfy support.

Related articles

Integrations > Tallyfy Analytics

Tallyfy Analytics is an add-on service that copies workflow data to a dedicated Amazon Athena infrastructure where users can connect BI tools like Tableau and Power BI to build custom reports and perform deep analysis on process performance trends and task completion metrics.

Process Improvement > Gather data and use Tallyfy Analytics

Data and analytics replace guesswork in process improvement by providing objective evidence to identify real problems establish performance baselines pinpoint bottlenecks and measure the impact of changes while tools like Tallyfy Analytics automatically capture workflow data including task completion times process duration and bottlenecks to enable proactive optimization through visualization and regular review.

Analytics > Looker

Looker integrates with Tallyfy Analytics through Amazon Athena to transform workflow data into interactive dashboards and embedded analytics that enable teams to explore process insights answer business questions and monitor performance in real-time without requiring technical expertise.

Authentication > Integrate Google Workspace

Google Workspace SAML integration with Tallyfy enables automatic user authentication through a collaborative setup process involving creating a custom SAML application in Google Workspace configuring attribute mappings and working with Tallyfy Support to exchange configuration details for single sign-on with automatic user provisioning.

Footnotes

1. Unlimited free external users who access Tallyfy via special guest_code authentication ↩

2. GA4 feature that captures additional event parameters beyond standard metrics; required for Tallyfy-specific tracking ↩

Was this helpful?

YesNo