One way you can create a custom report using metrics like Octane AI's Google Analytics events is through a custom Exploration.
This guide will show you how to get started. Once you know how to create a custom Exploration with Octane AI data in GA, you'll be able to compare metrics like revenue, conversions and more.
Overview of the steps
This guide will be creating an Exploration, which are highly customizable reports you can create in GA4. The Exploration in this guide will be a simple one that compares revenue from user sessions that include a quiz completion & ones that don't, but can be built to include a lot more data.
Here's a quick view of the steps:
First, we'll create an Exploration, which is similar to a custom report in GA4.
Next, we'll need to add variables to track in the Exploration:
Segments: the user groups that we'll be comparing (people who took the quiz vs. people who did not).
Dimensions: the categories that we'll compare (such as session source, or event name).
Metrics: the values that we'll be comparing (such as session revenue).
Finally, you'll just need to plug each variable into the Exploration and GA4 will build a custom graph for you.
Creating a custom Exploration
Follow these steps to create a custom Exploration - done from your GA4 property dashboard.
📕 Creating a new Exploration in GA4
In your GA4 property, go to the Explore page through the left menu.
Under "Start a new exploration", click on the Blank option.
EXPLORATION NAME, name your new Exploration.
📕 Adding new segments to your Exploration
Next we'll create a segment of customers who took the quiz & purchased in the same session, as well as one where customers purchased without taking the quiz in the same session.
Inside of the Exploration, click on the + icon next to
For this Exploration, select Session segment.
Under Include sessions when, click "Add new condition".
Select "Events" and choose the quiz completed event you want to target. For example, the event might be named [Octane AI] Shade Finder Completed.
Click And to add another condition.
For the next condition, search for the purchase event and add it in.
In the upper right corner, make sure the conditions are set to "Within the same session".
Click Save and apply.
Next, we're going to create a second session segment with the following conditions:
Include users that purchase within the session.
Exclude users temporarily when they complete a quiz AND purchase in the same session.
Temporarily excluding users means a customer that purchases after taking the quiz can be counted in this segment if they return, and make another purchase without taking the quiz. You can set it to permanent if you don't want to ever count users that have taken the quiz in the past and purchased in the same session.
📕 Adding new dimensions & metrics to your Exploration
Once your segments have been added, click on the + icon next to
For this Exploration, we'll just add Session source / medium which can be found under "Traffic source".
METRICS, click on the + icon.
Add Purchase revenue and Conversions. You can use the search bar to quickly find these metrics.
Once your segments, dimensions & metrics have been added, this is what your Exploration variables list should look like. If you have more, that's okay!
Setting up the Exploration
Next, the variables that have been added to the Exploration will have to be selected before they're displayed and comparable.
This is done under the Settings tab of the Exploration.
📕 Setting up the Exploration
TECHNIQUEas "Free form" and
VISUALIZATIONas "Table" for now. You'll be able to change and experiment with these options later.
SEGMENT COMPARISONS, click on Drop or select segment and plug in the 2 segments you created earlier.
ROWS, click Drop or select dimension and plug in Session source / medium.
VALUES, click Drop or select metric and plug in the Purchase revenue and Conversions metrics you added earlier.
As you plug in your variables, the right side of the Exploration will update in real time with a table comparing the revenue between each of the segments.
From here, you can add more data to the Exploration, try out different visualizations & more. You can check out Google's documentation on using Explorations for full details on what's possible.
When you're ready to make this Exploration visible to other users, click on the Share exploration button in the top right corner.