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
You should have received your login details in an email.
You can choose your password by clicking on the link in the activation email.
Use the following URL to login:
Here you are able to now sign-in with your details for:
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) 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
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.
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.
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:
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
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.
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.
You can choose to create a new:
If you set the status to User, you can set detailed permissions for the user.
2. Building Events
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 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.
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 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.
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
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.
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
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
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.
How to test
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.
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:
EXAMPLE 1: How can I restrict my event to only work on a particular page or site section?
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)
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.
Now you have identified the segment of visitors who type in "shoes" in your search field using dynamic values.
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.