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StartEngine Analytics Scalability Enhancements

Industry
Crowdfunding
Location
West Hollywood, CA
Tags
TAG & PIXEL IMPLEMENTATION
DATA ANALYSIS
STRATEGY
DIGITAL ANALYTICS
Key Impact
Our solution resulted in a massive decrease in the number of technical issues reported, and a corresponding decrease in the client’s support burden.
99%
Reduction in GTM Containers
THE CHALLENGE
StartEngine approached Avatria for assistance establishing a scalable and efficient tag management architecture.

One of the largest equity crowdfunding platforms in the U.S., StartEngine sought a scalable and efficient way to help their customers track the performance of their campaigns.

Prior to Avatria's involvement, StartEngine was sending behavioral data from their website directly to their startup customers' (known as issuers) Google Analytics properties. To do so, they had a unique Google Tag Manager container for each issuer’s campaign page, creating numerous scalability issues, including:

  • Their Google Tag Manager account featured hundreds of containers

  • The containers weren’t centrally managed; each issuer had an account manager responsible for configuring tags, triggers, and variables, which created serious data consistency errors from issuer to issuer

  • When a new site-wide feature or trackable event was added, it needed to be propagated across all containers one at a time

  • Each container required individualized testing & troubleshooting

  • There was little consistency in the 3rd-party tracking pixels supported, or how they were implemented

PROJECT DETAILS
Develop a streamlined and scalable tracking architecture
With the number of StartEngine issuers constantly growing and contracting, StartEngine sought Avatria’s help to find an architecture and process that was more scalable, more consistent, and easier to maintain.

Additionally, StartEngine was using GTM and GA to tracking website behavior internally, but had a number of significant gaps in the data available to them. As such, Avatria embarked on a wholesale review of the client's data collection strategy, with the aim of building a solution that would be more scalable, simpler to use, and provide higher-quality data and insights.
Results
Improved operational efficiency and data collection
Avatria’s streamlining of the client’s tagging architecture enabled the elimination of 99% of their GTM containers. This significantly improved performance and time spent on maintenance.
Our improvement of their data collection practices increased the accuracy of the reporting for StartEngine’s internal use and for all of the 300+ startups leveraging their platform. This has resulted in a massive decrease in the number of technical issues reported, and a corresponding decrease in the client’s support burden.
The Solution
Scalable Architecture
Rather than maintaining a unique GTM container for each issuer, we would create a single container to manage all issuer data connections. This offered the following benefits:

  • Data consistency issuers - A single set of tags, triggers, and variables was created for all issuers.
  • Streamlined process for adding new issuers - Rather than creating a new container (and recreating all required tags, triggers, and variables), a single row would need to be added to a set of lookup tables in the existing container. This took an hours long process and ensured it could be completed in a matter of minutes.
  • Simplified process for adding new tracking features or pixels - Development would only need to occur once, and it could be rolled out to all issuers at the same time
  • More efficient testing & troubleshooting
  • Centrally managed support process
Data Collection Strategy
To ensure consistency and reliability across the entire marketing suite, Avatria designed and documented a detailed data collection strategy for use across Google Analytics, Google Ads, and other marketing/analytics tools.
Data Layer
To ensure the highest accuracy and long-term stability of the client's data collection, Avatria helped develop a detailed data layer from the site backend. In addition to documenting all requirements, providing sample code, and advising the client dev team on best practices, Avatria thoroughly tested the final result.
Enhanced Ecommerce
Although the client didn't sell products in the traditional sense, Avatria designed and implemented a unique Enhanced Ecommerce tracking setup for GA4 so that the client would have access to purchase and revenue data, in-depth funnel metrics, and more.
Custom GA4 Events
In addition to standard pageviews and eCommerce data, the client had a number of unique site features they needed tracked to help gauge visitor engagement and interest. Avatria incorporated custom event and dimension tracking to provide the information needed to make the best possible decisions.
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