Onboarding

🔗 How to Connect Google Analytics to Your Dashboard

This article explains how to connect Google Analytics to your Search Atlas project so your traffic and performance data are visible directly inside the platform. What This Integration Does Connecting Google Analytics to your Search Atlas project allows your site traffic and performance metrics to appear alongside your other SEO data in one place. How to Connect Google Analytics Follow these steps to link your Google Analytics account to your Search Atlas project: 1. Log in to your Search Atlas account and open the project you want to connect Google Analytics to. 2. Navigate to your project Settings (usually accessible from the project dashboard or the top navigation menu). 3. Look for an Integrations or Connected Accounts section within Settings. 4. Select Google Analytics from the list of available integrations. 5. Click the button to authorize or connect your Google account. You will be redirected to a Google sign-in page — make sure to sign in with the Google account that has access to the Google Analytics property you want to link. 6. Grant the requested permissions so Search Atlas can read your Analytics data. 7. Once authorized, select the correct Google Analytics property (website) you want to associate with this project and confirm the selection. 8. Return to your project dashboard. Your traffic and performance metrics should now begin appearing alongside your other SEO data. Note that it may take a few minutes for data to populate. Troubleshooting Tips - Make sure you are signed in to the Google account that owns or has Read & Analyze access to the Analytics property. - If you manage multiple Google Analytics properties, confirm you are selecting the one that matches the domain for your Search Atlas project. - If the integration does not appear or the data does not load after a few minutes, try disconnecting and reconnecting the account from the Integrations settings. Before You Contact Support If you are still unable to complete the connection after following the steps above, please have the following ready so our team can assist you quickly: - The name of the Search Atlas project you want to connect Google Analytics to - The Google account associated with your Google Analytics property - Any error messages you have seen, including exact wording and when they appeared If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

How to Connect and View Google Analytics Reports

This article covers how to connect your Google Analytics account to Search Atlas and where to find your analytics data once the integration is active. 📍 Finding the Google Analytics Integration To locate the Google Analytics integration inside Search Atlas: 1. Log in to your Search Atlas account. 2. Navigate to the Settings section from the main menu or sidebar. 3. Look for an Integrations option within Settings. 4. Select Google Analytics from the list of available integrations. If you do not see the Google Analytics option, it is possible the integration is not included in your current plan, or your account role may not have permission to manage integrations. In that case, ask your account owner to attempt the connection or reach out to review your plan options. 🛠️ Completing the Setup Once you have located the Google Analytics integration, follow these steps to complete the connection: 1. Click the button to connect or authorize Google Analytics. 2. You will be redirected to a Google authorization screen — sign in with the Google account that has access to your Analytics property. 3. Grant Search Atlas the requested permissions to access your Google Analytics data. 4. After authorizing, return to Search Atlas and select the Google Analytics property (e.g., your GA4 property) you want to pull data from. 5. Save your selection to complete the integration. If you encounter an error during authorization, are unable to select the correct property, or do not see the connection option after navigating to Integrations, note the following details before escalating: - The email address associated with your Search Atlas account - Whether you are an account owner or a team member with a different role - The Google Analytics property type you are trying to connect (e.g., GA4) - Any error message or unexpected behavior you encountered ✅ Viewing Your Analytics Data Once the integration is active, your Google Analytics data should become accessible within the platform. If data does not appear immediately after connecting, wait a few minutes for the initial sync to complete, then refresh the page. If reports are still not loading after waiting and refreshing, our team can confirm whether the integration completed successfully on your account. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📊 How to Connect Google Analytics to Your Account

This article explains how to connect a Google Analytics property to Search Atlas and where to view your Analytics reports once the integration is active. If you have been unable to locate the connection settings or confirm that data is flowing correctly, follow the steps below. 🛠️ How to Get This Set Up Connecting Google Analytics to your Search Atlas account or projects is something our team handles directly to ensure the integration is configured correctly for your specific setup. To get this done, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a team member who can walk you through the process or complete it on your behalf. When you reach out, have the following ready to help us get you connected as quickly as possible: - The name of the Search Atlas project you want to connect Google Analytics to - The Google account email address that has access to the Google Analytics property you want to link - The name of the Google Analytics property (and, if you know it, whether it is a Universal Analytics or GA4 property) ✅ What to Expect Once the integration has been set up, your Google Analytics data will begin appearing within your Search Atlas project. If you have multiple projects or properties to connect, let the team know so all connections can be configured at the same time. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

🔗 Connect Google Integrations for Multiple Clients

🌐 Overview If you manage SEO for multiple clients, Search Atlas lets you connect separate Google Search Console (GSC), Google Analytics 4 (GA4), and Google Business Profile (GBP) accounts to each client workspace. This article explains how the company-selection step works so every client's data stays correctly linked. 🏢 How Multi-Client Google Integrations Work Search Atlas is built around a workspace-per-client model. Each client you manage has its own workspace, and Google integrations are connected at the workspace level — not at a global account level. This means you must select the correct company or property after switching into the relevant client workspace. When you authenticate with Google, you are granting Search Atlas access to all properties available under your Google account. The company or property selector then appears so you can choose exactly which GSC site, GA4 property, or GBP location belongs to the client you are currently working on. 🔍 Connecting Google Search Console and GA4 1. From the left sidebar, navigate to Site Metrics (Site Explorer) (URL: /site-explorer/list). 2. Open or create the project for the client you want to connect. 3. Click Open Google Search Console and, on the GSC Sites List page, click Connect GSC Account (or the equivalent option, Connect GA Account). 4. Sign in with the Google account that has access to the client's properties. 5. After authentication, a property selector dropdown will appear — this is where you choose the specific client site or GA4 property from the list. 6. Select the correct property and click Confirm. 7. Repeat these steps for each client by switching workspaces first. Important: If you do not see the property selector, refresh the page and reconnect. The dropdown only appears after a successful Google authentication handshake. 📍 Connecting Google Business Profile (GBP) 1. From the left sidebar, navigate to Local → GBP Projects (URL: /gbp-galactic/gbp-projects). 2. Open the GBP project for the relevant client, or create a new one. 3. Click Connect Google Business Profile. 4. Authenticate with the Google account that manages the client's GBP location. 5. A location selector will appear listing all business locations available under that Google account. 6. Select the correct business location for this client and click Confirm. Once connected, GBP data will populate across Local → Overview, Local → Reviews, and other sub-pages within that project. 💡 Tips for Managing Many Clients - Always switch workspaces first before connecting or changing a Google integration — this ensures the property is linked to the right client. - If a client's Google account is separate from yours, use the Sign in with a different account option during the Google authentication step. - You can reconnect or change a linked property at any time by returning to the same settings area and clicking Reconnect. - Each workspace stores its own integration credentials independently, so updating one client's connection will never affect another. 🛠️ WordPress Plugin Installation The Search Atlas WordPress plugin allows you to sync on-page SEO data directly from your client's website. Follow these steps to install it: 1. Log in to the WordPress admin dashboard for the client's website. 2. Go to Plugins → Add New → Upload Plugin. 3. Upload the Search Atlas plugin .zip file provided by Search Atlas. 4. Click Install Now, then click Activate. 5. Once activated, go to the plugin settings page and enter your Search Atlas API key. You can find your API key inside your Search Atlas account under your profile settings. 6. Save the settings. The plugin will now sync your site data with your Search Atlas workspace. Note: Make sure the API key you enter belongs to the same Search Atlas workspace as the client project you want to connect. Using a mismatched key is the most common reason the plugin does not sync correctly. ❓ Frequently Asked Questions - I authenticated with Google but no property selector appeared. — Refresh the page and try reconnecting. If the issue persists, make sure the Google account you used actually has access to the client's GSC, GA4, or GBP properties. - Can I connect the same Google property to multiple workspaces? — Yes, the same property can be linked to more than one workspace if needed. - The plugin installed but data is not syncing. — Verify the API key is correct and that the plugin is activated. Also check that your server can make outbound HTTPS requests. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

✨ How to Activate AI Summary in Report Builder

📋 Overview The AI Summary feature in Report Builder allows you to automatically analyze your report data and surface the most important insights, trends, and highlights. Instead of manually reviewing every metric, you can use this built-in AI tool to get a clear, concise narrative of what your report is telling you — saving time and making it easier to share findings with clients or team members. 🔍 How to Access Report Builder To get started, navigate to Report Builder using the left sidebar: 1. Click Reports in the left sidebar. 2. You will land on the projects list at /report-builder/projects-list. 3. Select an existing report you want to analyze, or create a new one by clicking + Create. ✨ How to Activate the AI Summary Once you have a report open, follow these steps to activate the AI Summary: 1. Open the report you want to analyze from your projects list. 2. Open the report (Executive Summary) and look for the Refresh Summary / AI Settings options within the report view — these are typically located at the top of the report canvas or within the report settings panel. 3. Click Refresh Summary to trigger the analysis. The AI will process the data currently loaded in your report. 4. Wait a few moments while the AI reviews your metrics, identifies trends, and generates a written summary of your report's key highlights. 5. Review the generated summary, which will outline the best-performing areas, notable changes, and any data points worth calling attention to. 💡 What the AI Summary Analyzes The AI Summary is designed to help you quickly understand the story behind your data. It typically highlights: - Top-performing metrics and what is driving positive results. - Significant changes or trends observed across the reporting period. - Areas of concern that may need attention or further investigation. - Standout wins that are worth featuring when presenting to clients or stakeholders. 📤 Sharing and Using Your AI Summary Once your AI Summary is generated, you can use it in several ways: - Include it as an executive summary at the top of client-facing reports. - Use the insights to prepare talking points for strategy meetings or reporting calls. - Download your report as a .CSV using the Download .CSV action and pair it with the summary for a complete data package. - Set up Automated email reports so your clients or team members receive reports with AI-generated summaries on a regular schedule. ⚠️ Troubleshooting Common Issues If you run into issues activating the AI Summary, consider the following: - No data loaded: The AI Summary requires data to be present in your report. Make sure your report has at least one data source connected and that the date range includes available data. - Outdated data: Click the Refresh data action in Report Builder to ensure the AI is analyzing the most current metrics. - Feature not visible: Confirm that your current plan includes access to AI features. Navigate to top-right corner avatar → Billing → Plans & Top-ups tab to review your subscription and available features. - Slow generation: Large reports with many data points may take a few extra moments to process. Allow the AI time to complete its analysis before clicking again. 🙋 Need More Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📍 Set Up Local Competitor Tracking and Reporting

📋 Overview Search Atlas allows you to monitor how your business stacks up against local competitors — not just search engines. This guide explains how to configure competitor tracking for local SEO and build reports that surface actionable insights for your market. 🏁 Before You Begin Make sure you have the following ready before setting up local competitor tracking: - At least one active Local project set up in Search Atlas - The business names or Google Business Profile names of your local competitors - A clear idea of the geographic area and keywords you want to track 📍 Step 1: Access Your Local Projects Navigate to your local setup by going to Left sidebar → Local → GBP Projects. This opens your GBP Projects dashboard at /gbp-galactic/gbp-projects. Select the project that corresponds to the business location you want to track competitors for. If you have not yet created a project for this location, set one up before continuing. 🔍 Step 2: Identify the Right Local Competitors Effective local competitor tracking starts with choosing the right businesses to monitor. Follow these guidelines when selecting competitors: - Focus on geographic relevance: Choose businesses that serve the same city, neighbourhood, or service area as your client. - Match business category: Select competitors in the same primary category on Google Business Profile. - Check local rankings: Use Left sidebar → Local → Local SERPs (Local Search Engine Results Page) to run keyword searches and see which local businesses appear in the top results for your target terms. - Aim for 3–5 competitors: This gives you a focused, manageable comparison set without diluting your reporting. 🛠️ Step 3: Add Competitors to Your Report Builder Once you have identified your competitors, add them to your reporting setup: 1. Open the Report Builder from your dashboard. 2. Locate the Competitors field or section within the report configuration panel. 3. Remove any pre-populated search engine entries if your goal is local competitor comparison rather than organic search engine benchmarking. 4. Enter the business names or URLs of your chosen local competitors. Use the exact name as it appears on their Google Business Profile for the most accurate matching. 5. Save your competitor selections before moving to the next step. Important: The Report Builder distinguishes between search engine competitors (used for organic ranking comparisons) and local business competitors (used for GBP and local visibility comparisons). Make sure you are editing the correct competitor field for local reporting. 📊 Step 4: Build Meaningful Local Competitive Reports With your competitors configured, build reports that tell a clear story about your local competitive position. Include the following data points for the most actionable insights: - Local keyword rankings: Compare how you and each competitor rank for your target local search terms. Pull this data from Left sidebar → Local → Local SERPs (Local Search Engine Results Page). - Review volume and rating: Track the number of reviews and average star rating for each competitor via Left sidebar → Local → Reviews (GBP Reviews). - Citation consistency: Use Left sidebar → Local → Local Citations to compare how well your NAP (Name, Address, Phone) data is distributed versus competitors. - Post activity: Check Left sidebar → Local → Posts to see how frequently competitors publish GBP content compared to your own cadence. - Media presence: Use Left sidebar → Local → Media Library to assess photo and media activity on your profile relative to competitors. 📅 Step 5: Schedule and Share Your Competitive Reports To turn competitor data into an ongoing reporting workflow: 1. Set your report to run on a monthly or weekly cadence so you can spot trends over time. 2. Add a competitive summary section to your report that highlights wins (areas where you outperform competitors) and gaps (areas needing improvement). 3. Share reports with stakeholders using the Report Builder's export or sharing options. 💡 Best Practices for Local Competitive Reporting - Revisit your competitor list every quarter — local markets change, and new businesses may enter your client's space. - Pair competitor ranking data with your own task list from Left sidebar → Local → My Tasks to prioritise actions that close competitive gaps. - Use the Overview page (Left sidebar → GBP Projects → Overview) as your starting point each reporting cycle to get a high-level snapshot before diving into competitive details. - Document baseline metrics when you first set up tracking so you can show progress over time. 🆘 Need Help? If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📧 Stop Email Reports From Deactivated Accounts

🔍 Why Am I Still Receiving Reports? Automated email reports are configured at the project level inside Search Atlas. When a user account is deactivated, any report schedules that were set up under that account — or that include that email address as a recipient — are not automatically removed. This means reports can continue to arrive in your inbox even after deactivation. The good news: you can remove unwanted recipients or delete the report schedule entirely in just a few steps. 🛠️ How to Stop Automated Email Reports Follow these steps from within any active Search Atlas account that has access to the affected projects. 1. In the left sidebar, click Reports. This takes you to the Report Builder projects list. 2. Locate the project whose report you want to stop. If you have multiple projects, repeat these steps for each one. 3. Click the Automated email reports option for that project. 4. In the automated report settings panel, review the list of recipient email addresses. 5. Remove any email addresses that belong to deactivated accounts (for example, addresses that are no longer active or no longer associated with your team). 6. If no active recipients remain, or if you no longer need the scheduled report at all, delete the report schedule entirely. 7. Save your changes. Repeat this process for every project that was linked to the deactivated accounts. ⚠️ Important Things to Know - Check all projects: A deactivated email address may be listed as a recipient on more than one project report. Work through each project in your Reports list to make sure none are missed. - Act from an active account: You must be logged in to a working Search Atlas account with the appropriate permissions to edit or delete report schedules. - Deactivation alone is not enough: Deactivating a user account does not automatically unsubscribe that address from scheduled reports. Always follow the steps above to remove the address manually. - External unsubscribe links: Clicking an unsubscribe link inside a report email stops delivery for that specific email address but does not remove the schedule for other recipients. Use the in-platform steps above for the most reliable result. ✅ Confirming the Change Worked After saving, the removed email addresses should no longer receive scheduled reports from Search Atlas. If a report is sent on its usual schedule and the deactivated addresses are no longer in the recipient list, no email will be delivered to them. Allow one full report cycle to confirm delivery has stopped. 💡 Best Practice: Review Reports Before Deactivating Users To avoid this situation in the future, make it part of your offboarding process to remove a departing team member's email address from all automated report schedules before deactivating their account. This keeps your report lists clean and prevents unwanted emails from leaving your workspace. 🆘 Still Receiving Unwanted Reports? If you have completed the steps above and are still receiving automated reports to a deactivated email address, or if you cannot locate the report schedule responsible, please reach out for additional help. If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.

📊 How to Connect Google Analytics to Your Client Projects

Many users complete the Google Analytics integration at the account level and assume each client project is connected automatically. In Search Atlas, these are two separate steps. The account-level integration authorizes Search Atlas to access your Google Analytics data. After that, you still need to connect a specific Google Analytics property to each client project so the right data flows into the right dashboard. This guide walks you through connecting Google Analytics to your client projects once your account-level integration is already complete. ✅ Before You Begin Make sure the following are true: - You have completed the Google Analytics integration in your account settings. - You used a Google account that has access to the Google Analytics property you want to connect. - You are using Google Analytics 4 (GA4), which is the supported version. - You have at least one client project created in your workspace. 🤔 Why the Connection Is Separate The account-level integration is a one-time authorization. It tells Search Atlas which Google account to pull data from. A single Google account can have access to many Google Analytics properties, so Search Atlas cannot know which property belongs to which client. The project-level connection lets you map the correct property to each client project individually. 🔗 Step-by-Step: Connect Google Analytics to a Client Project 1. Log in to your Search Atlas Home. 2. Open the client project you want to connect from your list of projects. 3. Go to the project's Settings or Integrations area. 4. Locate the Google Analytics option and select Connect. 5. Because your account-level integration is already complete, you will not be asked to sign in again. Instead, you will see a list of available Google Analytics properties. 6. Select the GA4 property that belongs to this client. 7. If prompted, choose the correct data stream or view associated with that property. 8. Click Save or Confirm to finish. Once saved, Search Atlas begins importing data for that property. Repeat these steps for each client project you manage. 🔍 How to Confirm the Connection Worked After connecting, verify the data is flowing correctly: - Return to the project dashboard and open a report that uses Google Analytics data, such as traffic or conversions. - Allow a short time for the first data sync to complete. - Check that the metrics match what you see in your Google Analytics account for the same date range. 🛠️ Troubleshooting I don't see any properties to select This usually means the Google account used for the integration does not have access to the property you expect. Confirm that the connected Google account has at least Viewer access to the property in Google Analytics. If you recently gained access, reconnect the integration so the new permissions are recognized. The wrong property is showing data Open the project's integration settings, disconnect the current property, and reconnect using the correct GA4 property. Double-check the property name and ID against your Google Analytics account. I only see Universal Analytics properties Search Atlas supports Google Analytics 4. If you only see older Universal Analytics properties, create or select a GA4 property in Google Analytics, then return and connect it. No data appears after connecting Allow time for the initial sync. If data still does not appear, confirm the property is actively collecting data in Google Analytics and that you selected the correct date range in your report. If the issue continues, disconnect and reconnect the property. I saw a success message, but the property still isn't connected In some cases the Connect step could display a success message without fully completing the link to the project. This was a known issue that has since been resolved. If you run into stale connection state, refresh the project details page and reconnect the GA4 property so the connection registers correctly. The project still shows Google Analytics as "Not Connected" after I updated the property Previously, updating a GA4 property was not always reflected on the project details page, which could continue to show Google Analytics as not connected. This has been fixed. If the status still looks out of date, refresh the project details page so the updated property and connection state appear. ⚡ Connecting Multiple Projects Efficiently If you manage many client projects, connect each one individually using the steps above. The account-level integration only needs to be done once, so for every new project you simply select the matching property. Keeping a record of which Google Analytics property maps to each client makes this faster and reduces the risk of connecting the wrong data. 💬 Need More Help? If you have followed these steps and still cannot connect Google Analytics to a client project, reach out to our support team with the project name and the Google Analytics property you are trying to connect. Including these details helps us resolve your request quickly. Additional Notes Common Issues: If GA option is greyed out/missing, the account-level integration isn't complete yet. If the correct GA4 property doesn't appear in the dropdown, confirm the Google account used has access to that property. Also notes that once saved, Search Atlas pulls sessions, users, and traffic trends into the project dashboard.