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Getting Started

Overviewโ€‹

The Google Analytics module for Perfex CRM allows you to seamlessly integrate Google Analytics tracking into your Perfex CRM installation. You can configure separate tracking codes for the Admin area and the Customer area, giving you full control over how visitor activity is monitored across both interfaces.

Requirementsโ€‹

Before installing the module, ensure you have the following:

  • A working installation of Perfex CRM
  • Administrator access to the Perfex CRM backend
  • A Google Analytics account with a valid tracking code
  • The downloaded module archive from Themesic

Installationโ€‹

Follow these steps to install the Google Analytics module:

  1. Extract the downloaded archive to a location on your computer.
  2. Inside the extracted folder, locate the file named upload.zip.
  3. Log in to your Perfex CRM Admin panel.
  4. Navigate to SETUP โ†’ Modules.
  5. Click the Upload Module button and select the upload.zip file.
  6. Press Install โ€” the module will now appear in your modules list.

Configurationโ€‹

Once the module is installed, follow these steps to configure it:

  1. In the Modules list, locate the Google Analytics module and press Activate.
  2. Navigate to Settings within the module.
  3. The module comes enabled by default after activation.
  4. Paste your Google Analytics tracking code into the appropriate textarea fields:
    • Admin Area โ€” tracking code that loads in the backend admin panel.
    • Customer Area โ€” tracking code that loads in the customer-facing portal.
  5. Press Save to apply your changes.
tip

You can use different Google Analytics properties for the Admin and Customer areas, allowing you to track each audience independently.

Usage Tipsโ€‹

  • No code, no impact โ€” if you leave a textarea field empty, the module will not inject any tracking code for that area. This means it causes no conflicts and has zero performance impact when unused.
  • You can paste any valid Google Analytics code, including GA4 (gtag.js) snippets.
  • To verify that tracking is working, use the Google Analytics Real-Time reports while browsing your Perfex CRM installation.
  • If you need to temporarily disable tracking for one area, simply clear the corresponding textarea and save.
info

The module supports any standard Google Analytics snippet. Simply copy the code provided by Google and paste it directly into the appropriate field.

warning

If you encounter any issues during installation or configuration, please contact support at https://themesic.com/support.