July 25, 2006
Which Match Type Do I Use For My Goals?
When you set up a goal within Google Analytics, you have the option of including a funnel. The funnel is a series of the pages leading up to your goal action: each step in the path to requesting a whitepaper, for example, or the checkout procedure of your online store.
With traditional static websites, coming up with a funnel is a painless process. You plug in the static URL from your site into each field, give it a label, and then you're done. But if you're running a database-driven dynamic site, or need to include more than one page within a single step, you may be interested in the additional Match Types available for funnel creation.
Below the Define Funnel form of each Goal Settings page is a section called Additional Settings. Here you'll find a number of options to help you closely identify the steps of your website funnel, even if those steps are a bit more complicated than a series of URLs.
First, you'll notice the Case Sensitive checkbox. If "order_status.php" is different than "Order_Status.php," click the box. This means that the contents of the Define Funnel fields must match the capitalization of the visited URLs. We don't use this one a lot, but it's there if you need it.
Next is the Match Type. Here's where people get confused. By default, Google Analytics sets this to Head Match. Well, what the heck is Head Match, anyway? And while we're at it, what are Regular Expression Match and Exact Match?
Head Match
If your funnel step is always the same URL, but contains a query string with varying parameters, then Head Match is for you. Just use the URL, but exclude any unique query parameters.
If the URL visited is 'www.roirevolution.com/register.php?user=12345', then I enter 'www.roirevolution.com/register.php', set the Match Type to Head Match, and Google Analytics will match the two and count a successful visit to this step in my funnel.
Exact Match
In the previous example, if I had changed my Goal, with the step 'www.roirevolution.com/register.php' to an Exact Match type, then a hit to 'www.roirevolution.com/register.php?user=12345' would not count as a successful visit within my funnel.
This is because Exact Match requires that the visited page's URL match exactly with what I enter into the funnel fields. If I include an errant space or exclude a query parameter, then these items will not be counted toward the goal.
Regular Expression Match
So what do you do when you want to include a step in the funnel that contains both a session identifier and two or more filenames? Let's say that Step 2 in our funnel is 'www.roirevolution.com/register.php' as well as 'www.roirevolution.com/specialoffer', and that session ids in either filename should be counted.
We'll simply use regular expressions to catch those features of the URLs that remain constant. Regular expressions are used to match text strings using wildcards and special rules. So, for instance, the regex '^/(register\.php|specialoffer)' will match /register.php, /specialoffer, /register.php?user=12345, /specialoffer/?user=54321, and so on. You can see how powerful this could be.
For more information on regex, take a look at the Regular Expression Tutorial and Reference. Keep in mind that Google Analytics currently uses POSIX regular expressions. You can also download the RegEx Coach, which allows you to test a regex before letting it loose within Google Analytics. Thanks to Justin Cutroni for the heads up on this incredibly useful tool.
Lastly, be sure to set a value for any non-ecommerce goals. For non-ecommerce sites, Google Analytics has a total of 62 reports, 23 of which contain financial information. We're talking 37% of the total reports here, so it's definitely worth plugging in.
Got questions about goal match types? Regex? Leave a comment below.
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