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) > find the Property column > Custom Definitions > Custom Dimensions
3. Create five new custom dimensions. Configure them exactly like this:

Name	Index	Scope	Active
User Name	1	User	Yes
User Email	2	User	Yes
Process Name	3	Session	Yes
Event Type	4	Hit	Yes
Event Details	5	Hit	Yes

Match settings EXACTLY!

The names, index numbers (1-5), and scope must match the table above perfectly. Get any of these wrong? No data will flow from Tallyfy.

Step 2: Get your Google Analytics Tracking ID

1. In Google Analytics, go to Admin > Property Settings
2. Find and copy your Tracking ID (it looks like UA-XXXXX-Y)

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 Tracking 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 has this feature called “User ID” - it tracks individual logged-in users across different devices or sessions.

Step 1: Turn On User ID in Google Analytics

1. In Google Analytics, go to Admin.
2. Under Property, find Tracking Info > User ID.
3. Read the policy and turn the feature ON.

Step 2: Create a User ID View in Google Analytics

1. Follow the steps on the User ID page in GA to create a new View.
2. This view will specifically show data tracked using the User ID.

Data takes time

Google says it takes 24-48 hours for data to show up in a new User ID view. 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.

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Footnotes

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

2. GA feature that captures additional data beyond standard metrics; required for Tallyfy-specific tracking ↩