Analytics-how-to: rework prose into phases, add details (#122)

docs/analytics.md

@@ -6,43 +6,91 @@ project's website.
 > **Deprecation notice**: Google's [Universal Analytics will be going away][ua]
 > in 2023.
 
-When adding analytics to a new CNCF project website, use [Google
-Analytics 4][ga4] (GA4).
+When adding analytics to a new CNCF project website, use [Google Analytics
+4][ga4] (GA4).
 
 ## Adding Google Analytics
 
-For instructions on how to setup [Google Analytics 4 (GA4)][GA4] for your
+For instructions on how to setup [Google Analytics 4 (GA4)][ga4] for your
 [Docsy][]-based website, see [Adding Analytics][].
 
 ## Migrating to Google Analytics 4
 
-Suggested process for upgrading a CNCF project's website from [Universal Analytics][ua] to [GA4][]:
+There are many ways to upgrade your project to [GA4][]. We describe one such
+process below. Adapt it to your needs. Useful resources to consider include:
+
+- **Developer resources** for [migrating to Google Analytics 4][ga4-dev],
+  especially relevant is the following page:
+  - [Add Google Analytics 4 to an existing Universal Analytics
+    implementation][ga4+ua-dev]
+- **Help center** resource: [Migrate from Universal Analytics to Google
+  Analytics 4][migration-help]
+
+### Phase 1 - create and activate a GA4 site tag
+
+1.  Create an issue over the project's website with the title "Setup Google
+    Analytics 4" and link to [Issue #108][]. For example, see the [etcd.io issue
+    #595][].
+
+2.  Create a GA4 site tag and [connect][] it to the existing UA id.
+
+    From your project's UA console:
 
-1.  Create a GA4 site tag and [connect][] it to the existing UA id.
-    From the UA console:
     - Select **Admin** (bottom of left-nav)
     - Select **Property Settings**
-      - Change the property name (which usually matches the project name), by adding the following suffix: `- UA`
+    - Change the property name (which usually matches the project name), by
+      adding the following suffix: `- UA`
     - Go back to the **Admin** level settings
     - Select **GA4 Setup Assistant**
-    - Select **I want to create a new Google Analytics 4 property > Get started**
+    - Select **I want to create a new Google Analytics 4 property > Get
+      started**
     - Select **Go to your GA4 property**
-      - Select **Admin** > **Data stream**
-      - Select the (only) data stream
-      - 📋 Copy the **MEASUREMENT ID**, we'll need it later, and past it into the appropriate row of the [status table]
-    - **Check**: after a while, from GA4 console home, you should see **active users** in realtime -- roughly the same number and distribution of active users reported by the UA console. I've seen the GA4 console show realtime data after a few minutes, but it has taken much longer in some cases.
-2.  Configure the GA4 ID as the main GA ID
-    - Ensure that the website supports the GA configuration of more than one id.
-      If it doesn't, consider using a project-specific layout like the following:
-      [opentelemetry.io/layouts/partials/google-analytics.html]
-      (which was setup via https://github.com/open-telemetry/opentelemetry.io/pull/1544)
-    - Set the GA4 ID as the main GA ID
-3.  Eventually migrate to using the Docsy or Hugo support for GA IDs (@chalin plans to upstream changes in 22Q3)
+    - Select **Admin** > **Data stream**
+    - Select the (only) data stream
+    - 📋 Copy the **MEASUREMENT ID**, we'll need it later, and past it into the
+      appropriate row of the [status table][]
 
-[adding analytics]: https://www.docsy.dev/docs/adding-content/feedback/#adding-analytics
+3.  Configure your new GA4 tag:
+
+    - If your site is using `gtag.js`, then you have nothing more to do. Proceed
+      to the next step.
+    - If your site is using `analytics.js`, then consider upgrading to `gtag.js`
+      or at least adding a `gtag.js` configuration for the new GA4 site tag
+      (while keeping the current `analytics.js` configuration). Once this is
+      done, proceed to the next step.
+
+4.  Ensure that the new GA4 site tag is receiving data.
+
+    From GA4 console home, you should see **active users** in realtime --
+    roughly the same number and distribution of active users reported by the UA
+    console.
+
+### Phase 2 - configure the GA4 ID as the main GA ID
+
+- Ensure that the website supports the GA configuration of more than one id. If
+  it doesn't, consider using a project-specific layout like the following:
+  [opentelemetry.io/layouts/partials/google-analytics.html] (which was setup via
+  https://github.com/open-telemetry/opentelemetry.io/pull/1544)
+- Set the GA4 ID as the main GA ID
+
+### Phase 3 - switch to native Docsy or Hugo support for GA
+
+Eventually migrate to using the Docsy or Hugo support for GA IDs (@chalin plans
+to upstream changes in 22Q3).
+
+[adding analytics]:
+  https://www.docsy.dev/docs/adding-content/feedback/#adding-analytics
 [connect]: https://support.google.com/analytics/answer/9973999
+[etcd.io issue #595]: https://github.com/etcd-io/website/issues/595
 [docsy]: https://www.docsy.dev
+[ga4-dev]: https://developers.google.com/analytics/devguides/migration
 [ga4]: https://support.google.com/analytics/answer/10089681
-[opentelemetry.io/layouts/partials/google-analytics.html]: https://github.com/open-telemetry/opentelemetry.io/blob/3d8a59ea508b46497500297f334a079a4f91e293/layouts/partials/google-analytics.html
-[project migration status]: https://docs.google.com/spreadsheets/d/1Mx4LhdI2Un-rvGMI73SlHxQH9D2HABAJclMB3dd6lnA
+[ga4+ua-dev]:
+  https://developers.google.com/analytics/devguides/migration/measurement/add-ga4
+[issue #108]: https://github.com/cncf/techdocs/issues/108
+[migration-help]: https://support.google.com/analytics/answer/10759417
+[opentelemetry.io/layouts/partials/google-analytics.html]:
+  https://github.com/open-telemetry/opentelemetry.io/blob/3d8a59ea508b46497500297f334a079a4f91e293/layouts/partials/google-analytics.html
+[status table]:
+  https://docs.google.com/spreadsheets/d/1Mx4LhdI2Un-rvGMI73SlHxQH9D2HABAJclMB3dd6lnA
 [ua]: https://support.google.com/analytics/answer/11583528