Integrations > Tallyfy Analytics
Measure reading engagement with Google Analytics or Mixpanel
You can connect Tallyfy to web analytics tools like Google Analytics or Mixpanel. These tools show exactly how people in your organization - or guests - are using your Tallyfy documentation, templates, and processes.
- 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
- A Google Analytics account where you have admin rights
- A Tallyfy Professional or Enterprise plan
- Administrator permission in Tallyfy
Important: Do this step first inside your Google Analytics account. Tallyfy can’t send data without these dimensions configured.
- Log into Google Analytics
- Go to Admin (gear icon) > find the Property column > Custom Definitions > Custom Dimensions
- 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 |

- In Google Analytics, go to Admin > Property Settings
- Find and copy your Tracking ID (it looks like UA-XXXXX-Y)
- In Tallyfy, go to Settings > Integrations
- Find and click the Analytics section
- Paste your Google Analytics Tracking ID (from Step 2) into the box provided
- Click Save
That’s it. Tallyfy now sends usage data (page views, events, the works) straight to your Google Analytics account.
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.
- In Google Analytics, go to Admin.
- Under Property, find Tracking Info > User ID.
- Read the policy and turn the feature ON.
- Follow the steps on the User ID page in GA to create a new View.
- This view will specifically show data tracked using the User ID.
Mixpanel is another analytics tool you can connect to Tallyfy. It’s great for tracking specific events and user actions.
- In Tallyfy, go to Settings > Integrations > Analytics.
- Enter your Mixpanel Project Token (you’ll find this in your Mixpanel account).
- Click Save.
Mixpanel captures detailed information about specific actions people take in Tallyfy:
- Viewing a template
- Completing a step
- Launching a process
- Engaging with specific documents

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.
Process Improvement > Gather data and use Tallyfy analytics
Authentication > Integrate Google Suite
- 2025 Tallyfy, Inc.
- Privacy Policy
- Terms of Use
- Report Issue
- Trademarks