Shahi LegalFlowSuite

Platform Setup

Google Analytics 4 Setup

GA4 Account Setup

Create GA4 Property

  1. Go to Google Analytics
  2. Click Create Account
  3. Enter account name (your website/business)
  4. Configure property details
  5. Select industry and business size
  6. Choose data sharing settings
  7. Get Measurement ID

    • Navigate to AdminPropertyData Streams
    • Click on your web data stream
    • Copy the Measurement ID (format: G-XXXXXXXXXX)
    • This ID will be used in SLOS configuration
    • SLOS GA4 Integration

      Basic Configuration

      Navigate to: SLOSAnalytics IntegrationGoogle Analytics 4

    • Click Connect GA4
    • Enter your Measurement ID
    • Configure consent mode settings
    • Set up custom events
    • Enable enhanced tracking
    • Consent Mode v2 Setup

      `javascript
      // Consent mode configuration
      gtag(‘consent’, ‘default’, {
      analytics_storage: ‘denied’,
      ad_storage: ‘denied’,
      functionality_storage: ‘denied’,
      personalization_storage: ‘denied’,
      security_storage: ‘granted’
      });
      `

      Custom Events Configuration

    • Consent Events: Track consent banner interactions
    • Privacy Events: Track privacy policy views
    • Compliance Events: Track accessibility scans
    • User Journey: Track privacy-aware user journeys
    • Advanced GA4 Features

      Custom Dimensions

    • Consent Status: Track user’s current consent status
    • Cookie Categories: Track accepted cookie categories
    • Geo Location: Track user’s geographic location
    • Language: Track user’s language preference
    • Enhanced Ecommerce

    • Consent Impact: Track how consent affects purchases
    • Privacy Preferences: Segment users by privacy preferences
    • Cookie Performance: Track cookie category performance
    • Compliance Metrics: Track compliance-related conversions
    • Segment Setup

      Segment Account Setup

      Create Segment Workspace

    • Go to Segment
    • Click Create Workspace
    • Enter workspace name
    • Choose plan (free for basic usage)
    • Invite team members
    • Set Up Source

    • Go to SourcesAdd Source
    • Choose Website (JavaScript)
    • Name your source
    • Get the write key
    • SLOS Segment Integration

      Basic Configuration

      Navigate to: SLOSAnalytics IntegrationSegment

    • Click Connect Segment
    • Enter your write key
    • Configure consent mapping
    • Set up destination filters
    • Enable real-time sync
    • Consent Mapping

      `json
      {
      “consent”: {
      “essential”: “granted”,
      “analytics”: “denied”,
      “marketing”: “denied”,
      “preferences”: “denied”
      }
      }
      `

      Destination Management

    • Filter Destinations: Send data only to consented destinations
    • Category Mapping: Map SLOS categories to Segment categories
    • Real-time Updates: Update destinations based on consent changes
    • Audit Trail: Track all destination data flow
    • Advanced Segment Features

      Tracking Plans

    • Event Definitions: Define allowed events
    • Property Rules: Set property validation rules
    • Consent Requirements: Require consent for specific events
    • Version Control: Track tracking plan changes
    • Privacy Controls

    • Data Suppression: Suppress data without consent
    • Anonymization: Anonymize user data
    • Retention Policies: Set data retention rules
    • Access Controls: Control who can access data
    • Mixpanel Setup

      Mixpanel Account Setup

      Create Mixpanel Project

    • Go to Mixpanel
    • Click Create Project
    • Enter project name
    • Choose data residency (EU for GDPR compliance)
    • Get project token
    • Configure Data Pipeline

    • Set up data ingestion
    • Configure user identity
    • Set up event tracking
    • Configure data retention
    • SLOS Mixpanel Integration

      Basic Configuration

      Navigate to: SLOSAnalytics IntegrationMixpanel

    • Click Connect Mixpanel
    • Enter your project token
    • Configure event mapping
    • Set up user profiles
    • Enable cohort tracking
    • Event Tracking Setup

      `javascript
      // Mixpanel event tracking
      mixpanel.track(‘Consent Given’, {
      ‘consent_categories’: [‘essential’, ‘analytics’],
      ‘geo_location’: ‘EU’,
      ‘timestamp’: new Date().toISOString()
      });
      `

      User Profile Setup

    • Consent Properties: Store consent preferences
    • Privacy Settings: Track privacy-related user properties
    • Behavioral Data: Track user behavior with consent
    • Segmentation: Create user segments based on consent
    • Advanced Mixpanel Features

      Cohort Analysis

    • Consent Cohorts: Analyze users by consent status
    • Retention Analysis: Track retention by privacy preferences
    • Conversion Analysis: Analyze conversions with consent
    • A/B Testing: Test consent banner variations
    • Privacy Features

    • EU Data Residency: Store data in EU for GDPR
    • Data Export Controls: Control data export permissions
    • Anonymization: Automatic user data anonymization
    • Deletion API: Programmatic data deletion
    • Facebook Pixel Setup

      Facebook Business Setup

      Create Facebook Pixel

    • Go to Facebook Events Manager
    • Click Connect Data Sources
    • Choose Web
    • Create new pixel
    • Get pixel ID
    • Configure Pixel

    • Set up standard events
    • Configure custom events
    • Set up conversions
    • Configure audiences
    • SLOS Facebook Integration

      Basic Configuration

      Navigate to: SLOSAnalytics IntegrationFacebook Pixel

    • Click Connect Facebook Pixel
    • Enter your pixel ID
    • Configure consent-aware tracking
    • Set up custom events
    • Enable conversion tracking
    • Consent-Aware Pixel

      `javascript
      // Facebook pixel with consent
      if (consent.marketing) {
      fbq(‘init’, ‘YOURPIXELID’);
      fbq(‘track’, ‘PageView’);
      } else {
      fbq(‘consent’, ‘revoke’);
      }
      `

      Custom Events

    • Consent Events: Track consent banner interactions
    • Privacy Events: Track privacy policy engagement
    • Conversion Events: Track consent-aware conversions
    • Custom Audiences: Create privacy-compliant audiences
    • Advanced Facebook Features

      Conversion API

    • Server-Side Tracking: Track conversions server-side
    • Consent Validation: Validate consent before tracking
    • Data Matching: Match user data with consent
    • Attribution: Consent-aware attribution modeling
    • Audience Creation

    • Custom Audiences: Create audiences based on consent
    • Lookalike Audiences: Privacy-compliant audience expansion
    • Value-Based Audiences: Audiences based on privacy value
    • Exclusion Audiences: Exclude users who opted out
    • Platform-Specific Configuration

      Platform Settings

      Google Analytics 4 Settings

    • Consent Mode: Configure consent mode behavior
    • Cross-Domain Tracking: Set up cross-domain measurement
    • Custom Events: Define custom event parameters
    • Goals and Conversions: Set up privacy-related goals
    • Segment Settings

    • Source Configuration: Configure source settings
    • Destination Filters: Set up destination filtering rules
    • Transformation: Configure data transformations
    • Replay: Set up data replay for testing
    • Mixpanel Settings

    • Project Settings: Configure project-specific settings
    • Data Retention: Set data retention policies
    • User Identity: Configure user identity management
    • Export Settings: Configure data export options
    • Facebook Settings

    • Pixel Settings: Configure pixel behavior
    • Conversion Settings: Set up conversion tracking
    • Audience Settings: Configure audience creation
    • Attribution Settings: Set up attribution windows
    • Integration Testing

      Testing Setup

      Test Environments

    • Development: Test in development environment
    • Staging: Test in staging environment
    • Production: Verify in production environment
    • Sandbox: Use platform sandbox environments
    • Test Accounts

    • Test Users: Create test user accounts
    • Test Events: Send test events
    • Test Conversions: Test conversion tracking
    • Test Audiences: Test audience creation
    • Validation Steps

      Event Validation

    • Trigger test events
    • Verify events in platform dashboards
    • Check event parameters
    • Validate consent status
    • Confirm data accuracy
    • Consent Validation

    • Test consent banner interactions
    • Verify consent status updates
    • Check platform consent signals
    • Validate data suppression
    • Confirm privacy compliance
    • Integration Validation

    • Test data flow between systems
    • Verify real-time updates
    • Check error handling
    • Validate performance
    • Confirm security measures
    • Troubleshooting

      Common Setup Issues

      Connection Problems

    • Invalid Credentials: Verify API keys and tokens
    • Network Issues: Check firewall and proxy settings
    • Rate Limits: Check platform rate limits
    • API Changes: Verify API compatibility
    • Tracking Issues

    • Events Not Firing: Check event implementation
    • Consent Not Working: Verify consent integration
    • Data Not Appearing: Check data processing delays
    • Platform Errors: Check platform status pages
    • Performance Issues

    • Slow Loading: Optimize tracking scripts
    • High Resource Usage: Reduce tracking frequency
    • Data Delays: Check processing queues
    • Caching Issues: Clear platform caches
    • Platform-Specific Issues

      Google Analytics 4

    • Consent Mode Issues: Check consent mode configuration
    • Custom Events: Verify event parameter setup
    • Cross-Domain: Check cross-domain configuration
    • Debug Mode: Use GA4 debug mode
    • Segment

    • Source Issues: Check source configuration
    • Destination Filters: Verify filter rules
    • Transformations: Check transformation logic
    • Replay Issues: Verify replay settings
    • Mixpanel

    • Project Token: Verify token validity
    • Event Limits: Check event volume limits
    • User Identity: Check identity management
    • Data Residency: Verify data location
    • Facebook

    • Pixel ID: Verify pixel ID validity
    • Consent Issues: Check consent implementation
    • Conversion API: Verify server-side setup
    • Audience Issues: Check audience rules
    • Security Configuration

      Platform Security

      API Security

    • Secure Keys: Store API keys securely
    • Access Controls: Limit platform access
    • Audit Logging: Enable platform audit logs
    • Regular Rotation: Rotate API credentials
    • Data Security

    • Encryption: Enable data encryption
    • Access Controls: Implement access controls
    • Data Masking: Mask sensitive data
    • Deletion Policies: Set data deletion policies
    • Privacy Security

      Consent Security

    • Consent Verification: Verify consent before tracking
    • Secure Storage: Secure consent data storage
    • Audit Trail: Track consent changes
    • Privacy Controls: Implement privacy controls
    • Performance Optimization

      Tracking Optimization

      Script Optimization

    • Async Loading: Load scripts asynchronously
    • Minification: Minify tracking scripts
    • Caching: Cache tracking resources
    • Compression: Compress data payloads
    • Platform Optimization

    • Batch Events: Batch events for efficiency
    • Sampling: Use sampling for large datasets
    • Filtering: Filter unnecessary data
    • Real-Time vs Batch: Choose appropriate processing
    • Monitoring and Maintenance

      Performance Monitoring

    • Load Times: Monitor tracking load times
    • Error Rates: Track tracking errors
    • Data Volume: Monitor data processing volume
    • Platform Health: Monitor platform status
    • Regular Maintenance

    • Update Integrations: Keep integrations updated
    • Review Configurations: Regular configuration reviews
    • Clean Up Data: Remove unnecessary data
    • Optimize Queries: Optimize data queries
    • Best Practices

      Setup Best Practices

      Planning

    • Define tracking requirements
    • Choose appropriate platforms
    • Plan consent integration
    • Design event structure
    • Set up testing procedures
    • Implementation

    • Start with basic tracking
    • Implement consent controls
    • Test thoroughly
    • Monitor performance
    • Document configurations
    • Maintenance

    • Regular configuration reviews
    • Monitor platform changes
    • Update integrations
    • Optimize performance
    • Maintain documentation
    • Privacy Best Practices

      Compliance Focus

    • Implement consent management
    • Enable data minimization
    • Configure retention policies
    • Implement access controls
    • Regular privacy audits
    • User Rights

    • Provide data access
    • Enable data deletion
    • Support data portability
    • Honor opt-out requests
    • Maintain audit trails
    • Related Documentation

    • Overview
    • Event Types
    • Metrics & Reporting
    • Privacy Compliance

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