This article aims to provide an overview of how to track PracSuite online booking conversions using Google Tag Manager and Google Analytics tags.
Please note: With the exception of confirming that your Google Tag Manager and Google Analytics tracking IDs have been added to PracSuite correctly, configuring and troubleshooting directly within Google Tag Manager and Google Analytics is outside of Smartsoft's support scope. For assistance using these tools, we strongly encourage you to seek the advice of your own SEO/digital marketing professional.
A note on tracking conversions when embedding the PracSuite booking site
Due to strict third-party cookie blocking and privacy-protecting features in modern web browsers, there is greater complexity involved in tracking conversions when choosing to embed the PracSuite booking site in another website.
Without the correct configuration, the tracking data your surrounding website has collected about the visitor (e.g. what led them to your website - Google Ads, Facebook links etc.) is unable to be passed through to the embedded PracSuite booking site, and vice versa - your surrounding website cannot receive information about the conversion occurring within the embedded PracSuite booking site.
To work around this, you will require the expertise of an SEO/digital marketing expert who will be aware of these hurdles and how to overcome them. Some guidance is available from third-party marketing blogs.
Not embedding the PracSuite booking site? Read on for further instructions on how to set up and record online booking conversions.
Prerequisites
This article assumes that you have set up the following:
This article covers the following:
Adding Your Tracking IDs to PracSuite
Your Google Tracking IDs will need to be added to PracSuite in Settings > Online Booking > Overview.
Google Tag Manager Tracking ID
Your Google Tag Manager tracking ID can be found in the top right-hand corner of your Google Tag Manager account. Copy this into PracSuite into the field shown above.
Google Analytics GA4 Tracking ID
For Google Analytics 4, you will need to create a new Data Stream to obtain your tracking ID. After logging into your Google Analytics account, start with searching for data stream in the search bar at the top of the page and then select the Data Streams option.
Select Add Stream and then select Web.
Enter the URL of your PracSuite online booking system, which you can find here. You will also need to enter a stream name, such as Online Bookings.
Select Create stream.
You will then see the Measurement ID for your new Data Stream. Copy this into PracSuite into the Google Analytics textbox shown above:
Configuring Google Tag Manager
After setting up the Measurement ID in Google Analytics, we now need to set up Google Tag Manager to send an event to Google Analytics when an appointment is booked online in PracSuite.
Start by logging into your Google Tag Manager account.
Select Add a new tag.
Give your tag a name e.g. Online Booking and then click in the area shown below to start configuring the tag.
There are many other Tag Types to choose from. For this example, our tag will send a Google Analytics GA4 Event.
Under Configuration Tag, choose None - Manually Set ID, copy and paste your Google Analytics Measurement ID we created earlier into the Measurement ID field. You will also need to choose an Event Name, which we've set to bookingconfirmed.
We now need to choose what action on the PracSuite online booking site should trigger the tag to send the event to Google Analytics. For this example, we will fire the conversion event when the visitor reaches the booking complete page that appears after they click the confirm booking button.
Click on the Triggering section.
Select the + icon in the top right.
For this example, we are firing the conversion event when they reach the booking complete page after the patient clicks the confirm booking button. This is based on /complete being in the page URL.
Select the History Change trigger type.
Select Some History Changes and then set the trigger to fire when the Page Path contains /complete as shown below:
Select Save to finalise the Tag setup.
The last step is to select Submit in the top-right corner of Google Tag Manager to publish the tag live to your booking site.
This completes the setup of firing a GA4 event when your patient reaches the online booking confirmed page.
Viewing Events in Google Analytics
After completing an online booking based on the example above, you will be able to see Events recorded in your corresponding Google Analytics account.
In Google Analytics, select Reports and then Realtime.
In the bottom right corner, you will see an event count where you should see the 'bookingconfirmed' event we created earlier.
