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Client session
GetSojo
Thursday, April 30, 2026 at 6:00 PM
joy@getsojo.com
Granola
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"Sojo Facebook") may be legacy — flag for cleanup - Shopify migration happened end of February; some tags may be outdated - GA4 confirmed connected via correct measurement ID (matched across GTM and Analytics data stream) - GA4 data retention currently set to 14 months (max) —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
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