Integrations > Tallyfy Analytics
Measure reading engagement with Google Analytics or Mixpanel
You can connect Tallyfy to web analytics tools like Google Analytics or Mixpanel. This lets you see 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: See how much time people spend on certain pages or steps.
- Find popular processes: Identify which workflows get used the most (or least).
- Understand usage: Learn when and how teams access process information.
- 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: This step must be done first inside your Google Analytics account. Tallyfy needs these dimensions set up correctly to send data properly.
- Log into Google Analytics.
- Go to Admin (gear icon) > find the Property column > Custom Definitions > Custom Dimensions.
- Create five new custom dimensions. You must 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.
Now, Tallyfy will start sending usage data (like page views and events) to your Google Analytics account.
Google Analytics has an optional feature called “User ID” that lets you track activity from the same logged-in user across different devices or sessions more accurately.
- 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, often used for tracking specific events.
- In Tallyfy, go to Settings > Integrations > Analytics.
- Enter your Mixpanel Project Token (you get this from your Mixpanel account).
- Click Save.
Mixpanel can give you detailed information about specific actions people take in Tallyfy, like:
- Viewing a template.
- Completing a step.
- Launching a process.
- Engaging with specific documents.

Once connected, you can use Google Analytics or Mixpanel to:
- Build custom reports about Tallyfy usage.
- Create dashboards to see trends.
- Set up alerts for important usage changes.
- Export the data for more analysis.
If you need help with specific reporting needs, contact Tallyfy support.
Analytics > How Tallyfy Analytics works
Miscellaneous > Find your Tallyfy IDs
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