Case Study - Devonshire

AUDIT

Purpose of audit

The audit was divided into two sections or phases, each with clear, defined objectives as follows:

Phase 1

Firstly, note the following fundamental details:

  • There are five types of bookings: Hotels, Boltholes, Spa, and Wedding inquiries.
  • The five hotels are The Devonshire Arms at Bolton Abbey, Devonshire Fell, The Cavendish Hotel, The Devonshire Arms at Beeley, and The Pilsley Inn.

The audit aimed to:

  • Track bookings through their respective booking engines.
  • Monitor CTA buttons separately for each action to determine the click-through rate, including Wedding inquiries, call button clicks, and availability checks.
  • Map the customer journey for each category: Spa, Boltholes, Wedding inquiries, Rooms, and Restaurants.

Phase 2

Next, the focus shifted to:

  • Update eCommerce tags to align with the new booking engine.
  • Clean up the GTM container by deleting or pausing unnecessary tags.
  • Resolve issues with conversion tracking for Facebook and Google Ads.

Audit process

Below are the steps taken to extract insights and identify friction points in the process:

  • Audit the existing GTM implementation.
  • Review all existing tags within GTM and events in GA4.
  • Check cross-domain settings, referral exclusions, and internal traffic.
  • Analyze GA4 reports to identify data discrepancies.
  • Identify and document all issues.

Audit findings

The audit revealed several key issues, including:

  • Referrals were not excluded, necessitating the exclusion of payment gateways.
  • The session timeout duration was set too short.
  • The data retention period was limited to 2 months.
  • Ecommerce-level data was missing.

Implementation

Here is a strategic breakdown of how we addressed the audit observations to fulfill its initial goals and expectations for each phase:

Phase 1

  • Mapped out the user journey.
  • Identified funnel steps for each booking category and implemented the necessary tags.
  • Configured tags for CTA buttons, including the live chat widget and call_now.
  • Set up item-level custom metrics and dimensions to capture details such as the number of nights, booking dates, start and end dates, number of guests, and hotel names.
  • Implemented conversion tracking for Facebook and Google Ads.
  • Performed extensive testing.
  • Published the updated container.

Phase 2

  • Updated the booking engine for hotels, spa, and restaurant bookings.
  • Set up new tags for the booking journeys of hotels, spas, and restaurant purchases.
  • Implemented common e-commerce tags to collect data from four different websites.
  • Updated conversion tracking for Facebook and Google Ads.
  • Excluded restaurant bookings from conversions, since they do not contribute to the overall booking price.
  • Revised funnel configurations.

Results

The collected data was effectively represented in Looker Studio reports, organized into two main structures:

  • Category-Level Reports: Focused on bookings across hotels, spas, and restaurants.
  • Website-Level Reports: Analyzed data for individual sites such as Devonshire Arms, Fell, Cavendish, and others.

These reports provided insights into various aspects, including:

  • Channel performance for each booking category.
  • Conversion rates for different websites.
  • Item-level details, including customer e-commerce paths and drop-off points.
  • Cross-website analysis and identification of popular sold-out items.

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