If you ever find yourself on a dark, empty road and see a lone car far ahead indicate to change lanes, you might think, “Why are they bothering? I bet they even checked their blind spot…”
Well that person might be me. And I did check my blind spot.
I’m just the kind of person who does things the same way, every time.
So if you’re anything like me, I can only assume that you’ve been super diligent in using your Test View to trial changes in Google Analytics.
But what about when you’re confident everything’s working? Everything took so long to set up the first time… surely you don’t need to go through it all again?!
Nope, you don’t!
(Ok, there are a couple of tiny things you’ll need to do again, but bear with me because there’s still an easy way to do it.)
All of the steps in this article happen in the Google Analytics Admin section.
If you only have one View in your account, create backup & test Views first!! They’re important, super easy and take about 10 minutes to set up.
Option 1: Replace your All Web Site Data View
Use this option if:
1. This is the first time you’ve moved settings.
2. You don’t want to use the data in your current All Web Site Data view. Either it was really wrong (and useless) or you set up your Test View at the same time. (Don’t worry, it’ll still be there to refer to if you need it.)
3. Your Test View was pretty much perfect. You don’t have any big mistakes in your data that you want to forget about!
1. Re-name your current All Web Site Data View
You’re going to archive your old master View, so re-name it to make this clear. Don’t worry, it’ll still be around in case you ever need it!
I’ve used “(OLD)” but you can change the name to whatever works best for you.
2. Re-name your current Test View
You’re replacing your master View with your Test View, so re-name it to “All Web Site Data” (or whatever you like to call your master View).
(Don’t forget to Save!)
3. Make a new Test View
You still need a Test View for trialing new changes in the future. Right now, your master View and Test View should be exactly the same, so copy it to make a new Test View.
You now have:
- One master View
- One Test View
- An archived master View (for your reference if you ever need it)
But you can only do this once. If you trial new changes in your Test View, you need to re-create them in your master View once you’re happy with them. So keep reading for the best methods for all the different types of Google Analytics settings and configurations.
Option 2: Move individual settings
As you make more changes to your account, you’ll need to move individual filters, goals etc. Many of them are really easy to transfer from View to View so get familiar with how to handle each of them.
All of these steps take place in the Google Analytics Admin area.
Goals, Dashboards, Segments & Custom Reports
Any of these items (or “assets”) can be easily moved to your main view in bulk.
- Head to Admin > Test view > Share Assets (right down the bottom)
- In the table, tick the box next to every asset you want to copy to your main view
- Click the red “Share” button
- Select “Share template link”
- Copy the URL in the box that pops up
- Visit the URL in your browser
- In the box, select your main view (“All Web Site Data”), then “Create”
- When sharing Goals, you can choose to overwrite an existing Goal if you’re updating one you’ve shared to your main view before.
- By default, segments and custom reports you make yourself will be visible in all your Views. If you’ve installed them from someone else (like me!), they might only apply to one View, so use this method to share them again.
- Your Default Channel Grouping will appear in this list. However, if you try to share it to another View, it will not become the default grouping in that view. So you’ll miss out on the benefit of seeing them in your standard reports.
The official Google support docs for this are a bit wordy, so here’s a super simple guide to applying Google Analytics filters that have been thoroughly checked & tested, to your main View.
Not everything can be copied, unfortunately! Here are a few elements that will need to be re-created manually:
- View settings (unless you use the Analytics Toolkit tool)
- Default Channel Groupings
- Calculated metrics
- Content Groupings
For these, open up two copies of the ADMIN section (in two separate browser tabs). Set one to your Test view and one to your main view. Then you can quickly switch between the two to copy & paste everything you need to re-create your final pieces.