Leveraging GA4 Roles for Optimal Convert Integration

Maximizing Audience Targeting in Convert: The Power of GA4's Marketer Role

• Overview of GA4 Roles
• Importance of the Marketer Role
• Conclusion

Overview of GA4 Roles

Google Analytics 4 (GA4) offers several user roles, each with different levels of access and permissions. These roles ensure that users have the appropriate access needed to perform their tasks without compromising the security of the data. Below are the primary roles available in GA4:

1. Viewer
   • Can view reports and exploration data.
   • Can access property settings but cannot modify them.
2. Analyst
   • All Viewer permissions.
   • Can create and share assets like explorations, dashboards, and custom reports.
3. Editor
   • All Analyst permissions.
   • Can edit property settings, create new goals, and modify existing ones.
4. Marketer
   • All Editor permissions.
   • Can create and manage audiences, which is crucial for creating targeted user segments.
5. Administrator
   • All Marketer permissions.
   • Full control over user management and property settings.

Importance of the Marketer Role

Audience Creation

The Marketer role is critical when integrating Convert experiences with GA4, specifically for creating and managing audiences. It is the minimum role permission level needed to perform these tasks, but users with higher-level permissions such as Admin or Owner can also manage these functions effectively. Here’s why the Marketer role is essential:

1. Creating Audiences
   • The Marketer role has the necessary permissions to create and manage audiences within GA4. This capability is crucial for setting up segments that can be targeted in your Convert experiments.
2. Managing Integration
   • When activating experiences in Convert, having Marketer permissions ensures that the audiences are created correctly through the API. This was verified through testing, where a user with Marketer access was able to successfully create and activate audiences.
3. Advanced Segmentation
   • With the ability to create detailed audience segments, Marketers can leverage these audiences in GA4 for more precise targeting and analysis. This leads to better insights and more effective optimization strategies.

Conclusion

For effective integration and audience management in GA4 using Convert, the Marketer role is the minimum required permission level, though higher-level roles like Admin or Owner are also suitable. These roles provide the necessary permissions to create and manage audiences, ensuring that your marketing strategies are both effective and efficient.