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Measure reading engagement with Google Analytics or Mixpanel

Connect Google Analytics or Mixpanel to Tallyfy

Tallyfy can send usage data directly to your own Google Analytics (GA4) or Mixpanel account. Paste your Measurement ID or project token, and you’ll see how your team interacts with templates, processes, and tasks - right inside your analytics dashboards.

This works for both internal members and guests1.

Why bother tracking?

  • See what gets used: Which templates or documents get the most views?
  • Spot trends: Identify your busiest workflows and when people access them
  • Measure engagement: Track page views, task completions, and process launches over time

Setting up Google Analytics (GA4)

What you need

  • A Google Analytics 4 account with admin rights
  • A Tallyfy Pro or Enterprise plan
  • Administrator permission in Tallyfy

Step 1: Get your GA4 Measurement ID

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

Step 2: Connect Tallyfy to Google Analytics

  1. In Tallyfy, go to Settings > Integrations
  2. Find the Google Analytics section
  3. Paste your Measurement ID into the Tracking ID field
  4. Click Save

Done. Tallyfy starts sending page views and events to your GA4 property.

What Tallyfy sends to GA4

Tallyfy automatically sends events enriched with custom dimensions2 including:

DimensionEvent ParameterDescription
Organization IDorgIdYour Tallyfy organization
Task IDtaskIdSpecific task being viewed
Process IDprocessIdActive process instance
Template IDblueprintIdTemplate being accessed
Template Step IDblueprintStepIdSpecific step in a template

Each event also includes user context (user ID, email, role) and session details automatically. You can create custom dimensions in GA4 under Admin > Data display > Custom definitions to surface these parameters in your reports.

Cross-device user tracking (optional)

Tallyfy sends a user_id with every event, which means GA4 can track the same person across their laptop, phone, and tablet. Go to Admin > Reporting identity in GA4 to configure how users are identified - blended, observed, or device-based.

Setting up Mixpanel

How to connect Mixpanel

  1. In Tallyfy, go to Settings > Integrations
  2. Find the Mixpanel section and enter your Mixpanel Project Token
  3. Click Save

What Mixpanel tracks

Mixpanel captures the same events Tallyfy sends to GA4, including:

  • Page views across templates and processes
  • Task completions
  • Process launches
  • Template views
Mixpanel analytics showing blueprint viewed events

Mixpanel also receives user profile data (name, email, role) and organization context, so you can build user-level funnels and cohort analysis.

What you can do with the data

Once connected, both Google Analytics and Mixpanel let you:

  • Build custom reports on Tallyfy usage patterns
  • Create dashboards tracking process adoption
  • Set up alerts when usage changes
  • Export data for deeper analysis

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

Effective process improvement relies on collecting both output measures like error rates and cycle times alongside in-process metrics like step durations and queue times and Tallyfy Analytics automatically captures task completion times and workload distribution so you can connect your own BI tools to spot bottlenecks and track trends without manual data gathering.

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.

Analytics > Tableau

Tableau connects directly to Tallyfy Analytics through Amazon Athena to transform raw workflow data into interactive visualizations and dashboards that reveal process patterns and enable data-driven optimization across teams.

Footnotes

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

  2. GA4 event parameters that capture Tallyfy-specific context beyond standard page view metrics