The knowledge acquired through these articles will help you greatly in understanding the present article. So make sure you read them first if you have not already.
In the present article, I will explain in great detail about MCF channel groupings and how to create and use them.
In the context of multi-channel funnel reports, there are two categories of channel groupings in GA:
#1 MCF (Multi-Channel Funnel)channel groupings – channel groupings applied to MCF GA reports.
In order to correctly understand the performance of your marketing channels in MCF reports, you need to create and use your own MCF channel grouping.
By using MCF grouping you can quickly change the way Google Analytics labels and aggregates the incoming traffic.
You can get a better understanding of a customer’s purchase journey and the channels which are really driving sales and conversions. This insight can later help you to determine the most effective marketing channels for investment.
Where to find MCF channel groupings in Google Analytics?
You can see MCF channel groupings in Google Analytics as a primary dimension by navigating to the following reports one by one and then looking at the very first column of the data table:
Types of MCF channel groupings in Google Analytics
There are two types of MCF channel groupings:
Default MCF channel grouping
Custom MCF channel grouping
What is the default MCF channel grouping in Google Analytics?
The Default MCF channel grouping is a rule-based grouping of default marketing channels that is applied to MCF reports in Google Analytics.
The default MCF channel grouping is similar to the default non-MCF channel grouping in the sense that both channel groupings define default marketing channels in the same way:
For example, the definition of marketing channels like direct, organic search, paid search, referral, etc is the same for both MCF channel grouping and non-MCF channel grouping.
However, Default MCF channel grouping is not the default channel grouping applied to multi-channel funnel reports.
Also unlike the default non-MCF channel grouping, the default MCF channel grouping can not be edited.
What is a custom MCF channel grouping in Google Analytics?
The custom MCF channel grouping is a user-defined MCF channel grouping.
You can create a custom MCF channel grouping at the view level or the user level.
If you want your custom MCF channel grouping to be visible to all the users of your GA reporting view, then create the channel grouping at the view level.
If you want your custom MCF channel grouping to be visible only to the user who created it, then create the custom channel grouping at the user level.
When a custom MCF channel grouping is created at the user level, it is called private MCF channel grouping.
You create a new custom MCF channel grouping at the view level in the same way as you would create a new non-MCF custom channel grouping at the view level.
Similarly, you create a new custom MCF channel grouping at the user level in the same way as you would create a new non-MCF custom channel grouping at the user level.
However, you can also create a new custom MCF channel grouping through MCF reports by using the following two methods:
Using a template to create a new custom MCF channel grouping.
Creating a brand new custom MCF channel grouping from scratch.
How to create a custom MCF channel grouping through MCF reports
Step-4: Once you have created the new custom MCF channel grouping, wait for at least 1 to 2 hours (to get new data).
Step-5: Navigate to one of the MCF reports like ‘Top Conversions Paths‘ report and then click on the name of the new custom MCF channel grouping (in our case ‘MCF Advertising‘) from the ‘Channel Groupings‘ drop-down menu:
You should now be able to see the new custom MCF channel grouping applied to your report as a primary dimension:
That’s how you can create and apply a custom MCF channel grouping to an MCF report like ‘Top Conversions Paths‘.
Note: Any MCF channel groupings you created via MCF reports will also be available through the ‘Custom Channel Grouping BETA‘ link (under ‘Personal Tools and Assets‘) in the Admin section of your GA reporting view:
Method #2: Create a brand new MCF channel grouping from scratch via a Multi-Channel Funnel report
You can create a brand new custom MCF channel grouping from scratch via the ‘Assisted Conversions’ report.
Follow the steps below:
Step-1: Login to your GA account and then navigate to your main reporting view.
Step-2: Navigate to Conversions > Multi-Channel Funnels > Assisted Conversions report and then click on the link ‘Create a custom channel grouping…‘ under the ‘Channel Groupings‘ menu:
Step-3: Name your new channel grouping and then add marketing channels to it one by one (by clicking on the link ‘Define a new Channel‘:
Step-4: Drag and drop the channels one by one to specify the order in which they should apply (optional).
Step-5: Scroll down to the bottom of your screen and then click on the ‘Save‘ button.
Step-6: Again click on the drop-down menu called ‘Channel Groupings‘ and then click on the name of your new custom MCF channel grouping.
Note(1): When you create a new MCF channel grouping from within an MCF report, it is also automatically listed under the ‘Custom Channel Grouping BETA‘ link in the GA admin area, under the ‘PERSONAL TOOLS & ASSETS‘ section:
Note(2): You can apply any custom channel grouping to MCF reports as long as the custom channel grouping is created either from within MCF reports or through the ‘Custom Channel Grouping BETA’ link in the GA admin area.
However, you cannot apply that custom channel grouping to an MCF report which was created through ‘Channel Settings’ > ‘Channel Grouping’ in the GA admin area.
How to create a custom MCF channel grouping through the ‘Custom Channel Groupings BETA’ link?
The process of creating the MCF channel grouping via the ‘Custom Channel Groupings BETA‘ link (under ‘Personal Tools and Assets‘) is the same as creating non-MCF channel grouping via the same link.
What that means, any custom channel grouping you create via the ‘Custom Channel Groupings BETA’ link can be applied to both MCF reports and non-MCF reports (like Acquisition reports).
How to edit a custom MCF channel grouping in Google Analytics?
Once you have created and saved a new custom MCF channel grouping, you can edit it by following the steps below:
Step-1: Navigate to the ‘Custom Channel Grouping BETA‘ link in the GA admin area, under the ‘PERSONAL TOOLS & ASSETS‘ section:
Step-2: Either click on the name of the MCF channel grouping or click on the ‘Edit‘ option from the ‘Actions‘ drop-down menu:
How to copy a custom MCF channel grouping?
If you want to create a new custom MCF channel grouping by using an existing channel grouping as a foundation then copy the channel grouping.
You can also copy an existing MCF channel grouping via the ‘Custom Channel Grouping BETA’ link. Follow the steps below:
Step-1: Navigate to the ‘Custom Channel Grouping BETA‘ link in the GA admin area, under the ‘PERSONAL TOOLS & ASSETS‘ section:
Step-2: Click on the ‘Copy‘ option from the ‘Actions‘ drop-down menu:
Once you clicked on the ‘copy‘ link, a new custom MCF channel grouping will automatically be created for you.
Then you can rename it and edit it by adding or removing the marketing channels or changing the definition of the channels.
How to delete a custom MCF channel grouping?
To delete a custom MCF channel grouping follow the steps below:
Step-1: Navigate to the ‘Custom Channel Grouping BETA‘ link in the GA admin area, under the ‘PERSONAL TOOLS & ASSETS‘ section:
Step-2: Click on the ‘Delete‘ option from the ‘Actions‘ drop-down menu:
Note: You can not delete the default MCF Channel grouping.
How to convert a private custom MCF channel grouping into a view-level custom channel grouping?
The custom MCF channel grouping created at the user level is called the private custom MCF channel grouping.
By default, any new custom MCF channel grouping you create is available only to you. In other words,
By default any new custom MCF channel grouping you create, is created at a user level and is a private custom MCF channel grouping.
If you want your new custom MCF channel grouping to be available to all the users of your reporting view then click on the ‘Promote‘ link from the ‘Actions‘ drop-down menu:
Then click on the ‘Promote’ button:
Promoting a custom MCF channel grouping creates a copy of it at the view level.
Now if you navigate to Channel Settings > Channel Groupingin your GA Admin area you can see a copy of your private custom MCF channel grouping:
If later you delete this new MCF channel grouping at the view level, it will not automatically delete the corresponding MCF channel grouping at the user level.
Note(1): The promoted Custom MCF Channel Grouping will count toward the view’s limit of 50 Channel Groupings.
Note(2): You can not promote the default MCF Channel grouping.
How to share a custom MCF channel grouping?
You can share your custom MCF channel grouping with other users by sharing the template link.
When you share a Custom MCF Channel Grouping, only the configuration information is shared. Your analytics data is not shared.
To share a custom MCF channel grouping, follow the steps below:
Step-1: Navigate to the ‘Custom Channel Grouping BETA‘ link in the GA admin area, under the ‘PERSONAL TOOLS & ASSETS‘ section:
Step-2: Click on the ‘Share‘ option from the ‘Actions‘ drop-down menu:
Step-3: Select ‘Share template link‘ and then click on the ‘Share‘ button:
Note: If you want to share your custom MCF channel grouping with the general public then select the ‘Share in Solutions Gallery‘ option.
Step-4: Copy the template URL and then share it with others:
Understanding MCF channel grouping rules
If you recall, MCF channel grouping is a rule-based grouping of marketing channels that are used in multi-channel funnel reports.
Without using such a tool, you would have a hard time measuring the performance of branded vs non-branded keywords as there would be little to no keywords data available to analyze.
Step-2: Navigate to the ‘Assisted Conversion’ report (under ‘Conversions’ > ‘Multi-Channels Funnels’) in your main reporting view:
Step-3: Click on the link ‘Create a custom channel grouping…‘ under the ‘Channel Groupings‘ drop-down menu:
Step-4: Name your new custom MCF channel grouping ‘Advanced Keywords Analysis‘ and then define it like the one below:
Note: Organic B Keywords stands for organic branded keywords. Use your brand name in the text box. The ‘Branded Keywords’ include those keywords which match a certain regular expression.
Note: Organic NB Keywords stands for organic non-branded keywords. Use your brand name in the text box.
Note: Paid B Keywords stands for paid branded keywords. Use your brand name in the text box.
Note: Paid NB Keywords stands for paid non-branded keywords. Use your brand name in the text box.
Step-5: Click on the ‘Save’ button.
Step-6: Navigate to your ‘Assisted Conversions‘ report and then apply the new ‘Advanced Keywords Analysis‘ MCF channel grouping to it :
From the data table above, we can conclude that the paid non-branded keywords (Paid NB Keywords) have ‘Assisted/Last Click or Direct Conversion’ value of 0.70 which is lower than the ‘Assisted/Last Click or Direct Conversion’ value of 1.22 for paid branded keywords (Paid B Keywords).
What that means is that the paid non-branded keywords are less important in assisting conversions than directly completing conversions.
Whereas, the paid branded keywords are more important in assisting conversions than directly completing conversions.
So if we stop bidding/targeting branded keywords, then the assisted conversion value of branded paid keywords may go down and the overall Google Ads sales may eventually go down.
This is the kind of insight you can get by creating a custom MCF channel grouping.
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