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Measure reading engagement with Google Analytics or Mixpanel

Connect Google Analytics or Mixpanel to Tallyfy

Tallyfy can send usage data directly to your own Google Analytics (GA4) or Mixpanel account. Paste your Measurement ID or project token, and you’ll see how your team interacts with templates, processes, and tasks - right inside your analytics dashboards.

This works for both internal members and guests1.

Why bother tracking?

  • See what gets used: Which templates or documents get the most views?
  • Spot trends: Identify your busiest workflows and when people access them
  • Measure engagement: Track page views, task completions, and process launches over time

Setting up Google Analytics (GA4)

What you need

  • A Google Analytics 4 account with admin rights
  • A Tallyfy Pro or Enterprise plan
  • Administrator permission in Tallyfy

Step 1: Get your GA4 Measurement ID

  1. In Google Analytics, go to Admin > Data Streams
  2. Select your web data stream and copy the Measurement ID (format: G-XXXXXXXXXX)

Step 2: Connect Tallyfy to Google Analytics

  1. In Tallyfy, go to Settings > Integrations
  2. Find the Google Analytics section
  3. Paste your Measurement ID into the Tracking ID field
  4. Click Save

Done. Tallyfy starts sending page views and events to your GA4 property.

What Tallyfy sends to GA4

Tallyfy automatically sends events enriched with custom dimensions2 including:

DimensionEvent ParameterDescription
Organization IDorgIdYour Tallyfy organization
Task IDtaskIdSpecific task being viewed
Process IDprocessIdActive process instance
Template IDblueprintIdTemplate being accessed
Template Step IDblueprintStepIdSpecific step in a template

Each event also includes user context (user ID, email, role) and session details automatically. You can create custom dimensions in GA4 under Admin > Data display > Custom definitions to surface these parameters in your reports.

Cross-device user tracking (optional)

Tallyfy sends a user_id with every event, which means GA4 can track the same person across their laptop, phone, and tablet. Go to Admin > Reporting identity in GA4 to configure how users are identified - blended, observed, or device-based.

Setting up Mixpanel

How to connect Mixpanel

  1. In Tallyfy, go to Settings > Integrations
  2. Find the Mixpanel section and enter your Mixpanel Project Token
  3. Click Save

What Mixpanel tracks

Mixpanel captures the same events Tallyfy sends to GA4, including:

  • Page views across templates and processes
  • Task completions
  • Process launches
  • Template views
Mixpanel analytics showing blueprint viewed events

Mixpanel also receives user profile data (name, email, role) and organization context, so you can build user-level funnels and cohort analysis.

What you can do with the data

Once connected, both Google Analytics and Mixpanel let you:

  • Build custom reports on Tallyfy usage patterns
  • Create dashboards tracking process adoption
  • Set up alerts when usage changes
  • Export data for deeper analysis

Integrations > Tallyfy Analytics

Tallyfy Analytics is an add-on that replicates your workflow data into a private Amazon Athena environment where you can run SQL queries and connect BI tools like Tableau or Power BI to build custom dashboards and track process trends over time.

Process Improvement > Gather data and use Tallyfy Analytics

Effective process improvement relies on collecting and analyzing real data rather than assumptions and Tallyfy Analytics automatically captures task completion times and bottleneck patterns that you can connect to BI tools like Tableau or Power BI for spotting trends and driving fact-based workflow changes.

Analytics > Tableau

Tableau plugs directly into Tallyfy Analytics through Amazon Athena so teams can build interactive dashboards and spot workflow bottlenecks and track SLA compliance and analyze form data without writing code or depending on IT.

Analytics > Looker

Looker and Looker Studio both connect to Tallyfy Analytics through Amazon Athena so teams can build interactive dashboards and drill into workflow performance data without writing SQL using either the enterprise platform or the free visualization tool.

Footnotes

  1. Unlimited free external users who access Tallyfy via guest_code authentication

  2. GA4 event parameters that capture Tallyfy-specific context beyond standard page view metrics