GA4 Setup Checklist

A GA4 setup checklist covering the settings most properties miss: data retention, filters, unwanted referrals, events, Consent Mode and integrations.

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Property & data stream

  • Why & how

    Why: Wrong settings shift daily totals and distort revenue reporting.

    How: Check Admin > Property details; set these before collecting important data.

  • Why & how

    Why: The default limits how far back explorations can look.

    How: Admin > Data collection and modification > Data retention.

  • Why & how

    Why: Missing or duplicate tags undercount or double-count users and events.

    How: Use Tag Assistant or DebugView and look for duplicate page_view events.

    Use the HTML Source Code Viewer →

  • Why & how

    Why: Automatic scrolls, outbound clicks, site search and form events can be useful or noisy.

    How: Enable what you will use and set your site-search query parameter if it is not 'q' or 's'.

Data quality

  • Why & how

    Why: Staff and agency visits inflate traffic and conversions.

    How: Add office IP rules, test the filter, then set it to Active.

  • Why & how

    Why: Returns from Razorpay, PayU or PayPal can steal conversion credit from the real source.

    How: Add gateway domains under the data stream's unwanted referrals.

  • Why & how

    Why: Without it, users moving between domains start new sessions with self-referrals.

    How: Add all domains in the data stream's Configure your domains setting.

  • Why & how

    Why: Google's policies prohibit sending PII to Analytics.

    How: Check page_location for query strings containing emails or phone numbers and redact them.

    Use the URL Parameter Analyzer →

Events & key events

  • Why & how

    Why: A plan prevents inconsistent names that are hard to fix later.

    How: List each event, trigger, parameters and owner in one sheet.

    Use the GA4 Event Builder & Naming Checker →

  • Why & how

    Why: Invalid or reserved names are rejected or collide with automatic events.

    How: Avoid google_, ga_ and firebase_ prefixes and keep to 25 parameters per event.

    Use the GA4 Event Builder & Naming Checker →

  • Why & how

    Why: Too many key events dilute reporting and bidding signals.

    How: Choose actions like generate_lead, purchase or sign_up.

  • Why & how

    Why: Unregistered parameters do not appear in standard reports.

    How: Admin > Custom definitions; register only what you will report on.

  • Why & how

    Why: transaction_id lets GA4 deduplicate repeated purchase events.

    How: Validate purchase payloads in DebugView after a test order.

Consent & integrations

  • Why & how

    Why: It is required to use Google Ads personalization features for EEA users.

    How: Use a certified CMP and verify ad_user_data and ad_personalization signals.

  • Why & how

    Why: Links bring organic queries and ad cost data into GA4 reports.

    How: Admin > Product links; publish the Search Console collection in the library.

  • Why & how

    Why: Raw event data is kept beyond GA4's retention and can be queried without sampling limits.

    How: Admin > BigQuery links; choose daily export and the data location.

Campaigns & verification

  • Why & how

    Why: Inconsistent tags split rows and push traffic into Unassigned.

    How: Agree a naming convention and build links from one tool.

    Use the UTM Builder →

  • Why & how

    Why: Errors such as utm_medium=Email vs email break channel grouping.

    How: Paste ad, email and social URLs to find inconsistencies.

    Use the UTM Parameter Checker →

  • Why & how

    Why: Tag changes can silently stop data collection.

    How: Trigger each event yourself and confirm parameters arrive correctly.

  • Why & how

    Why: Notes explain sudden shifts when you review reports later.

    How: Record the date and change in GA4 annotations or a shared changelog.

About the GA4 Setup Checklist

Many GA4 properties collect data for months before anyone notices the retention is still two months, staff visits are counted or payment gateways are taking credit for sales. This GA4 setup checklist covers the property and data stream, data quality, events and key events, consent and integrations, and campaign tagging.

It is useful for a new property and for auditing one a client hands over. Items explain where each setting lives and what breaks if it is wrong, and link to the GA4 event builder, UTM builder and UTM checker. Indian sites will find notes on INR currency and gateways like Razorpay and PayU. Ticks are kept in your browser so you can work through a property in stages.

How to use it

  1. Open GA4 Admin next to this checklist.
  2. Fix property settings and data quality items first.
  3. Plan and validate events and key events with the event builder.
  4. Connect integrations and verify data in DebugView.

Frequently asked questions

What is the default data retention in GA4?

Standard GA4 properties keep event-level data for two months by default, which limits explorations. You can change it to 14 months in Admin under data retention. Standard aggregated reports are not affected by this setting, but changing it early avoids losing detail you may need later.

What are key events in GA4?

Key events are the actions you mark as most important to your business, such as a purchase, lead form submit or sign-up. Google renamed GA4 conversions to key events in 2024, while conversions now refers to actions used in Google Ads. Keep the list short so reports stay meaningful.

What are the GA4 event naming rules?

Event names can be up to 40 characters, must start with a letter, and can use only letters, numbers and underscores. They are case-sensitive, so a consistent snake_case convention helps. Avoid reserved names and prefixes such as google_, ga_ and firebase_. Each event can carry up to 25 parameters.