Client session

GetSojo

Thursday, April 30, 2026 at 6:00 PM

Duration (min)

Notes

### Website Conversion Tracking

- Two primary conversion actions to track:
  1. Sample request form (most common entry point)
  2. Schedule a demo / unboxing call
- Demo form is mostly used cold; warm leads get booked conversationally by BDR after sample arrives
- Live chat (~4-5 interactions/day) handled by humans — no form fill, deals created manually in HubSpot
  - No click ID capture currently happening here
- Email contact link on site is low volume — not a P1 tracking priority
- Form capture timing worth revisiting
  - Consider moving email/core contact fields earlier in the sample request form to capture before drop-off
  - Mid-point form capture exists in HubSpot but worth confirming

### Google Tag Manager & Analytics Setup

- Three GTM containers exist — only the bottom one is actively used on the Shopify site
  - Others (labeled "Facebook," "Sojo Facebook") may be legacy — flag for cleanup
- Shopify migration happened end of February; some tags may be outdated
- GA4 confirmed connected via correct measurement ID (matched across GTM and Analytics data stream)
- GA4 data retention currently set to 14 months (max) — someone updated it from the default 2 months
  - Worth noting: year-over-year comparisons will eventually be lost
- Google Ads account linked to GA4 and all toggles confirmed on
- Search Console connected — showing meaningful organic traffic, mostly branded terms
  - "Amenities checklist for vacation rentals" — 96 searches, ranked ~14th, zero clicks
  - Opportunities like this could be supplemented with paid campaigns

### Google Ads — Issues Found & Fixed

- All three search campaigns had display network enabled by default
  - Display on a search campaign causes Google to spend budget on non-search placements (blogs, random sites)
  - Likely source of bot/low-quality traffic — Thays flagged Ashburn, VA and Iowa as bot farm locations in Shopify analytics
  - Display network toggled off on all three campaigns during the call (approved by Joy and Susie)
- Conversion tracking is messy — needs cleanup
  - Only two actions should be counted: sample request form + schedule a demo
  - Currently tracking irrelevant actions: get directions, local actions, YouTube subscribers, book appointment (broken HubSpot one)
  - Some Google-auto-created conversions can't be deleted if tied to old campaigns — need to disconnect
  - YouTube engagement (video views) may be worth keeping if video campaigns are active; channel subscriptions are not relevant
- GCLIC (Google Ads click ID) not currently captured in HubSpot forms
  - Adding as a hidden field would allow tying form fills -> CRM stages -> ad campaigns
  - Enables identifying which campaigns actually generate qualified leads or sales

### Next Steps

- Nick

- Advise on how to implement GCLIC hidden field in HubSpot forms
  - Follow up on whether GCLIC can be captured via HubSpot live chat interactions
  - Investigate whether bot traffic in Shopify analytics is attributable to PMax or display network
  - Look into A/B testing form field order (email earlier vs. later) — check if HubSpot supports it

- Thays / sojo team

- Add phone number more prominently to website (currently not listed; calls still come in somehow via JustCall)
  - Investigate the two legacy GTM containers ("Facebook," "Sojo Facebook") — determine if still needed
  - Build a master tracking spreadsheet: all tools, account IDs, campaign IDs, data stream IDs
  - Confirm mid-point form capture is working in HubSpot
  - Remove irrelevant conversion actions in Google Ads (local actions, get directions, YouTube subscribers)
  - Diagnose why "book appointment" HubSpot conversion is showing but not tracking
  - Disconnect YouTube subscriber conversion from any active campaigns (failed to remove during call)
  - Check JustCall integration — explore whether call tracking can feed into Google Ads conversions (flagged as V2)
  - Bookmark Search Console queries report in GA4 for monthly review

Action items