Google Analytics

Track Calendly booking conversions from the credentialing RCM landing page

Set up GA4 so we can measure booking conversions that start on the Credentialing Guarantee landing page. The page links out to a Calendly scheduler, so the booking completes on calendly.com. These steps make GA4 capture that booking and attribute it back to the campaign. Takes ~30 min plus one test booking.

What's already true

The Calendly → GA4 event funnel

Event nameFunnel stage
invitee_scheduling_pageLanded on scheduler
invitee_event_type_pageViewed event type
invitee_select_dayPicked a day
invitee_select_timePicked a time
invitee_meeting_scheduledBooking complete — the key event

invitee_visits_routing_form and invitee_submits_routing_form only fire if routing forms are used. They're not part of this flow.

The checklist

1

Confirm both sides report into the same GA4 property

Do this first. Everything else depends on it. Calendly fires into G-SFCSMGTCE3. The landing page fires through GTM container GTM-W2SWJXF, which injects a GA4 config tag. Confirm that tag's Measurement ID is also G-SFCSMGTCE3. If GTM loads a different property, the booking event and the landing-page traffic sit in two separate properties and can never be reconciled.

Check it one of these ways:

  • Open GA4 → Admin → Data Streams, and open GTM container GTM-W2SWJXF, then read the Measurement ID on the GA4 Configuration / Google Tag.
  • Or use GA4 DebugView / Realtime while loading the landing page and confirm hits land in the G-SFCSMGTCE3 property.

Decision point — resolve before moving on

If GTM already loads G-SFCSMGTCE3 → you're good. Proceed to Step 2.

If GTM loads a different property → pick one:

(a) Repoint Calendly's GA4 integration (Calendly → Integrations & apps → Google Analytics → Edit) to the landing page's property ID, or

(b) Add a second GA4 config in GTM that also sends to G-SFCSMGTCE3.

Whichever you choose, the landing page and Calendly must end up in the same property before continuing.

G-SFCSMGTCE3
GTM-W2SWJXF
2

Turn on cross-domain tracking

The booking happens on calendly.com, so by default GA4 treats it as a new session referred by "calendly.com" and loses the landing-page source and UTMs. Cross-domain measurement stitches the two domains into one session so the booking keeps its credentialing-LP attribution.

  • GA4 → Admin → Data Streams → select the web stream for G-SFCSMGTCE3Configure tag settingsConfigure your domains.
  • Add both domains with a "contains" match.
  • Save.
carepatron.com
calendly.com
Open GA4 Admin
3

Fire a test booking so the event appears in GA4

GA4 only lets you mark an event as a key event after it has seen the event at least once. Do a real test booking end-to-end from the landing page so invitee_meeting_scheduled registers.

  • Open the landing page, click the Calendly CTA, complete a test booking.
  • Watch GA4 → Admin → DebugView (or Reports → Realtime) and confirm invitee_meeting_scheduled fires.
  • Ideally confirm the session source/medium reflects the campaign (utm_source=carepatron / utm_campaign=managed_billing_launch) rather than "calendly.com / referral". If it still shows the referral, recheck Step 2.
invitee_meeting_scheduled
4

Mark invitee_meeting_scheduled as a key event

  • GA4 → Admin → Events (under Data display).
  • Find invitee_meeting_scheduled in the events list. It only shows up after Step 3.
  • Toggle Mark as key event on.
invitee_meeting_scheduled
Open GA4 Events
5

Add an on-page "click to book" proxy conversion

Recommended. This is fully attributable to the landing page with no cross-domain dependency, and it lets you compare the hero CTA vs the bottom CTA. It also exposes Calendly-side drop-off (clicks vs actual bookings). Pick one of these two approaches.

Simplest (GA4 Enhanced Measurement): outbound clicks are already captured as the click event with a link_url parameter. Create a key event or audience from click where link_url contains the Calendly path below.

Cleaner (GTM): in GTM-W2SWJXF add a Click trigger on links containing the Calendly path, firing a GA4 Event tag named book_call_click. Pass utm_content (or the click URL) as an event parameter so guarantee_lp_hero and guarantee_lp_cta stay distinguishable. Then mark book_call_click as a key event in GA4.

calendly.com/d/cx5k-ft2-kqw
book_call_click
6

Report on it

  • Build a GA4 Exploration (or a simple report) filtered to the credentialing campaign. Segment booking conversions by utm_content to compare guarantee_lp_hero vs guarantee_lp_cta.
  • The gap between book_call_click (Step 5) and invitee_meeting_scheduled (Step 4) is Calendly-side drop-off worth watching.
guarantee_lp_hero
guarantee_lp_cta
Open GA4
Shared property: G-SFCSMGTCE3 is also the property used by the Learning Centre, so credentialing bookings land in a shared property. Always apply the campaign UTM filters when reporting to isolate credentialing-LP conversions.
All done. Conversions are tracking.