Knowledgebase
Web Data Collection – User Manual
Posted by Innometrics Profile Cloud on 14 Mar 2016 14:10

This is the full user manual for the Web Data Collection App within Profile Cloud. We recommend going through the Getting Started area of the Knowledge Base before reading this full manual. In this manual we cover how to create users, set up Buckets and Sections inside Profile Cloud and collect data in Events.  

 

1.  Getting Started & Setting Up Your Accounts

1.1 Login                                 

Login activation email

Choose a password

Innometrics website

Innometrics login

Login activation email

You should have received your login details in an email.

  • Company
  • Username
  • Temporary password

 

  

 

Choose a password

You can choose your password by clicking on the link in the activation email.

 

 

 

 

 

 

 

  

Login

Use the following URL to login:

https://customer.innomdc.com/

 

 

 

 

 

 

Innometrics login screen

Here you are able to now sign-in with your details for:

  • Company
  • Username
  • Password

  

Login screen

  1. Company is connected to your account in Innometrics. This is also the company name that you designated in your service activation details.
  2. Username is unique to you
  3. Password is unique to you
  4. Click here to sign-in
  5. Password reset button
  6. Help topics that are linked to the FAQ 

Retrieve password and/or login 

From the login page (customer.innometrics.com) please click on “Forgot your password?”

This will then take you to the Reset password form. Enter your “Company” and “Username”.

 

1.2 Main Navigation

 

 

1) Navigation bar                                                   5) Visualize Apps                                             8) Buckets

2) Create new event, page, or site                        6) Share Apps                                                 9) My Account

3) Collect apps                                                       7) App store                                                  10) Help section

4) Enrich Apps

 

  1. THE NAVIGATION BAR on the top of the page allows you to navigate and access the different pages in your App. 
  2. The “+” menu depending on your permission level and selected App the plus sign is a shortcut to create new things such as  create new- event, user, site, building block, etc. 
  3. COLLECT APPS are used for collecting data within the Innometrics system. 
  4. ENRICH APPS is where you will find apps for adding more advanced value of your collection data. 
  5. VISUALIZE APPS is where you will find apps for showing information about user behavior etc. Most common used are Profile overview and Statistics for showing app events. 
  6. SHARE APPS is where you can find your active share apps. Share apps are used for sending data to another system or provider. 
  7. APP Store here you will find all the available apps for activation/deactivation. 
  8. Buckets menu is where you select what website to work with, depending on whether you have multiple section setups in your account or not. All the events and settings visible in the account correspond to what website is selected in this menu. If you switch section, you will see a new environment with the events and settings corresponding to that particular site.
  9. MY ACCOUNT is where you manage your account settings. If you are the company administrator, this is where you manage permission levels for your users. 
  10. HELP section is where you can find more info when you have question or needs help.

1.3 How to Put Innometrics Code on Your Site (for developers)

What is a section?

A “section” in web data collection corresponds to a website that has the Innometrics tag included in its code. The Innometrics platform can be quickly implemented on your site by copying the tag contained in your Innometrics account and putting in on your site. 

Step 1) Copy the tag from your Innometrics account (Deploy page)

Company administrators and users with sufficient permissions can access the Settings page in Collection Apps > Innometrics Web Data Collection > Settings. Once on the Settings page, copy the Innometrics tag shown on the bottom right of your screen. Please note that the Innometrics tag is specific for every section.  

Step 2) Paste the tag in your website’s code

The tag must then be included on the website. To do this, place the tag within the website's code. Sometimes tags can also be added in the CMS of your website, without touching the code directly. The tag must be placed on every page of the website, which is usually done by placing it in a global header. The recommended placement of the tag is inside the <head>...</head> HTML tags on your website.

 

Technical details

If your website uses jQuery, it is recommended that Innometrics is loaded after jQuery is loaded. Innometrics will still work but you may find yourself with jQuery library being loaded twice, which imposes a small but unnecessary overhead on your visitors. In the vast majority of cases, the loading order is not a concern because jQuery is usually loaded synchronously and therefore will be loaded before Innometrics. If however your website loads jQuery asynchronously or with a .html defer tag, you may want to contact ClientCare to make sure the loading is the optimal one.

1.4 How to Setup Sections 

The most common setup is to have only one section in your account. There are, however, exceptions to this. For instance, if you own multiple websites you will need to connect each domain to a separate section in your account. We recommend that different domains or platforms be connected to separate sites. You can then switch between these sections in your account depending on which one you are working on. You can switch between sections by using the highlighted dropdown menu. 

Please note that in this example the company account has demo site:

Multiple websites 

 

1.5 How to Setup Apps

What is an App?

App are the products you have licensed for the platform such as, the Enhanced Web Analytics App for Adobe Analytics or Google Analytics or the E-mail Retargeting App. Apps determine what actions your events will have and what you want to do with the data that you have captured.

1) The Apps page                                                                                                                                               2) The event builder Page

 

Activating Apps
1) The App Store page

All of your purchased apps will appear on the apps setup page. However, they need to be activated before you can use your app in an event. In most instances Innometrics will already have activated the Apps. In the event that they are not activated, you will need to activate them on the App store page. 

To enable an app, click on “Read More” and then “Install button”

Each app individual settings are explained in the separate Apps Appendix. Note that changing the settings for an app might affect your event setup. Consult with ClientCare if you don’t see your purchased app. 

2) The Event creation builder page

Once activated, your app will appear in the menu Collection Apps/Enrich Apps/Visualize Apps/Share App, depending on what type of app has been activated. To access the event creation builder select Collection Apps > Web Collection App. click on the “+” and select New Event after you have selected your app in the navigation menu. 

Please note: If you would like to purchase additional apps, please contact ClientCare. 

1.6 How to Manage Users and Enable Administrator Rights 

Company administrators can create new users in a company. If you are a company administrator, click My Account in the navigation bar and then Users. This will then take you to the Admin page for user and administration rights editing.  

How to setup a new user

Click on the “+” symbol to setup a new user. 

 

User status

You can choose to create a new:

  • ADMIN: the new user will have the same permissions as you have. He will be able to create new sites, add Apps or create new users himself.
  • USER: if you set the status to User, the user will not be able to perform any administrative tasks. He will be able to create and edit events and deploy them following the detailed permissions you set. 
  • DISABLED: if you set the user to Disabled, the user will not be able to login, however they will still appear in the system.

  User permissions

If you set the status to User, you can set detailed permissions for the user.

  • You can define which sites the user will be able to access
  • For every site that a user is granted access to, you can define if the user should be able to edit only or edit and deploy. If the user can edit only, he will be able to create events, edit existing events and test them in development mode. If the user also can deploy, he will get access to the Deploy screen from which he can actually deploy changes to the live site. 

 2.  Building Events

2.1 The Event Creation Builder 

What is an event?

An event defines a behavior on your site. The event creation builder is where you create your events and assign an app to determine how you want to use this data.

What is a segment?

A segment is a combination of more than one behavior. 

1)      Name and category                                                                               7)      Trigger area

2)      Building blocks                                                                                       8)      Condition area

3)      Apps                                                                                                       9)      Tag area

4)      Segment area                                                                                       10)    Event data area

5)      Save                                                                                                      11)    Session data area

6)      Deploy event                                                                                         12)    Profile attributes area

 

The building blocks

These are used to build an event (located in the left sidebar in the event builder).

 

 

1)    Triggers                                                 3) Data                         

2)    Conditions                                             4) Tags          

      

Building blocks - explanation

Triggers

Triggers define the interaction that triggers the event. We always recommend beginning with a trigger block when building an event as it is mandatory to have a trigger when saving the event.

Example: page load, In-page interaction. 

Conditions

A condition will filter the event and define under which circumstances the event should be executed.Conditions are often connected to the value block in order to verify a particular value before activating the event. You can manually connect them with the wire function. 

Example:restrict the event for a certain page e.g. my home page. If my value is 20 seconds, will the event be triggered before or after? If my value is three clicks, am I interested in more than three or three exactly?

Data

Data defines the type of data that will be captured and added to the visitor’s profile. The data can be added to three different categories.

  • Event Data: event data is the least permanent type of data relating to individual events such as page load or click through.
  • Session Data: is data related to a specific session such as what device the visitor is using during this session.
  • Profile Attributes: are attributes about the visitor that fixed over a longer period of time such email address or home address. 

Tags

The products you have licensed. Only the tags activated for this site will appear in this menu. Tags can be connected/wired to values. For more information about the particular apps available, please refer to the apps Appendix.  

The building area

This is where you build your events. This is done by dropping your building blocks in the corresponding color field.

1) The area where you drop your segments to apply them to the event

2) The area where you build events - .trigger, condition (optional), value (optional) and App 

How to build an Event 

  1. The first thing you want to do is to choose a descriptive name and category for your event.
  2. The left sidebar is a menu containing the building blocks for building events. These are the technical features we provide to help you identify visitor behavior on your site.
  3. Tags/Apps determine how your data is used and what to do with the identified behavior.
  4. To build an event, simply drag the blocks out of the menu and drop them in the canvas on the corresponding color field.
  5. Save your event.
  6. Go to the deploy page to first test that your event works using DEV mode and then deploy it live on your site.

How to save data to Profile Cloud

When building the as above simply double click on the Event/Session data or profile attribute that you want to be stored in profile cloud instead of the users browser. Then tick the box “add the event data to your cloud profiles” and press OK.

2.2 On-Site Widget

What is the On-site Widget?

The On-site Widget (as displayed below) allows you to manually select certain elements on your site that you want to use in your event.

Installing the On-site Widget bookmarklet
To be able to use the On-site Widget, make sure you have the bookmarklet in your bookmarks bar. The bookmarklet is installed by dragging the bookmarklet link (from the settings of the building block that requires the use of the widget) to your browser’s bookmark bar.

 

How to install the On-site Widget 

1. Drag the bookmarklet link to your bookmark bar.

2. The bookmarklet will look like any other bookmark in your bookmark bar. Keep it there for the next time you are building a event.

How to use the On-site Widget

  1. To use the On-site Widget, start in the event builder and select one of the building blocks connected to the On-site Widget:
  • In-page interaction
  • Value from page
  • Scroll to element

2. Drag one of these building blocks to the corresponding area and click on it. You will now be asked for the URL of the page for which you want to apply the On-site Widget. Insert a URL and click GO. 

3. Now the last step is to click on the bookmarklet you have previously added. Clicking the bookmarklet will open the On-site Widget and will allow you to interact with your page.

2.3 Testing and Validating with Bookmarklets

How to test 

Before you deploy your events live on your site, you need to test that they work. This is done by using the Dev mode and Live mode bookmarklets, which are located on the settings page as shown below. They will look like regular bookmarks in your bookmark bar, however they have JavaScript in them that enables you to test your events in a so-called “development” file, which is only visible locally, before being deployed live to the rest of the visitors of your website.

 

Steps: 

  1. To get started, drag the bookmarklets from the settings page to your bookmark bar. 
  1. Then click the Dev mode bookmarklet to test your events. Each time you save an event it will automatically be saved in a development file, which always contains your latest changes. You can test these any time on your site by clicking on your Dev mode bookmarklet. Dev mode will run all the current events in your account but they remain inactive for other visitors until you deploy them to the live environment. 
  1. Always end your testing by clicking the Live mode bookmarklet in order to exit from the development environment and back to live mode – that is, what visitors to your website can see. 

Why test?
Development/Live files give you more control by allowing you to choose when you want to deploy your changes to the Live file. 

2.4 Deploying Events 


1. Log of activity in the account (located on left)
Keep track of recent changes to your events in the log on the left. When you have tested your events in your account using the Dev-file bookmarklet, it is time to deploy them.

2. Deply to live (button)

Deploy your events live on your website. Write a comment to remember what version you deployed in case you want to edit this part of your events in the future.

3. Log of versions that have been pushed to live (located on right)

The version (of events deployed) on the top of this list is always the version that is currently live on your site.

4. Restore to live (button)This will revert the state of the events deployed on your website to live. If you have previous versions, you can click on this button to restore the live version on your website. Only one version can be live, which is always the top one in the list.

Example: You have found an error in “version 2” and can’t correct it so you want to go back to the previously deployed state of “version 1”. Click on the “Restore to live” button on “version 1”, this will reset the events to the state they were in when “Version 1” was deployed. Now you can try again. 

5. Restore to dev (button)This will revert the state of the events in your account to a previous state. All the events in your account will be restored to this version and editable from there. (Nothing will happen to the version live on your website)

Example: You want to edit something in a previously deployed version. Click on “Restore to DEV” on the version you want to edit and all your events will revert to the previous state in that version. Now you can build on from this state. 

3. Examples of Events & Segments

3.1 Examples of events 

The purpose of the event builder is to allow you to identify visitor interactions and to connect this data with a App that determines what you want to do with it. Here are the steps for creating a new event:

  1. Click on the collect app and select web data collection
  2. Click on the plus sign in the left corner and select new event
  3. Give your event a name
  4. Add a trigger
  5. Optionally, add values and conditions
  6. Add a App
  7. Optionally, add a segment
  8. Test in DEV-mode and then deploy it live 

EXAMPLE 1: How can I restrict my event to only work on a particular page or site section? 

Building Blocks:

Trigger: In-page interaction submit.

Condition: Value is equal to.

Event data: Page URL.

App: Choose your App depending on what you want to do with this data. 

When you want to put any restriction on your event, wire your event data to a Condition. 

For example, to restrict your event to a particular page or site section, pick a Value from the

"Page" category, in this case “Page URL”, and wire it to your condition “Value is equal to” as done below.  

 

 

EXAMPLE 2: How do I use dynamic values in my event? (On-site Widget example)

Steps:

Building Blocks:

Trigger: In-page interaction.

Condition: Value contains.

Event data: Value from page.

App: Choose your App depending on what you want to do with this data.

If you want to use a dynamic value in your event, use the "Value from page" building block in the events data menu. For instance you want to identify all the visitors who search for "shoes" on your website's internal search.

 

 

 

  1. Use the trigger "In page interaction", then use the On-site Widget to select the search button as your trigger and choose click as your interaction.

 

 

  1. Use the condition "Value is equal to" and type in "shoes" as your value.
  2. Use the data "Value from page" and using the On-site widget again, select the search field to define this as an element where the “value” is entered.

  

 Now you have identified the segment of visitors who type in "shoes" in your search field using dynamic values. 

3.2 Examples of segments

What is a segment?

In Innometrics, a segment is an evolution of a event. You can combine multiple events to form a segment. Segments are useful when you want to identify visitors not only based on a single interaction but also based on a combination of interactions. 

For instance, a segment could be created to identify visitors who have repeatedly shown interest in a product on an e-commerce site. Such a segment would be built by combining different interactions (visiting the product page, recommending it through social widgets, adding it to cart, etc.), defining the number of times the interactions must be performed and during which time period.

How to build a segment?

A segment is a combination of events happening during a timeframe. When you have created a segment you can then use it as an advanced condition in an event. A segment could for example be an event triggered twice during a session. You can find all your created segments in Enrich App > Segmentation > Segments. But before you can use an event in a segment you first need to add it to sync with the profile cloud. So before you add the event in a segment open your event, press settings icon and then choose sync with Profile Cloud to yes. Now you will be able to find your event in the Segment editor.

To create a segment, first go to your Enrich App > Segmentation > Segments page. Click on “+” Create new segment to enter the editor. In the Segment editor you will find all your Events and data that are synced to profile cloud in the left area. Double click or drag your Events or Data to their respective sections. Double click on the section block to choose what data to use, when it has to have happened and how often it needs to be triggered. Before you can use your Segment you have to add a name and then press Save button. Now you will be able to use the segment in your events as an advanced segment condition.

 

   

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