Knowledgebase
1. Creating your first events - 20 Minutes
Posted by Innometrics Profile Cloud on 3 May 2016 12:16

Profiles in Profile Cloud contain two main types of data: “Event data” and “Attributes”. Event data are typically used to track user actions. On a website, you would set up Event data for tracking things like page views, logins, clicks, or similar. Lets create some event data in the profiles now for the mondify.com visitors. 

 

Create a new Event

 

Click on the “Events” tab inside Innometrics Web Data Collection.

 

Click on “Create New Event Definition”

You now have a few details to fill in. We have given an example below. All fields are not mandatory so you can skip the optional parts for the tutorial.

Example:

Name: Pagename
Save to Profile: Yes

  

Click on “Create”.

 

Define the Event rules

 

This is a simple event that captures the pagename.

There are different things we need to define for an event. Events are comprised of a few different components: Triggers, Conditions, Data and Tags.

 

  

 

In the left hand side of the event editor there is a library of components corresponding to each area of the editor. These components are called Building Blocks. Profile Cloud offers a number of pre-created Building Blocks, and you can also create your own if you need some custom functionality.

 

 

Each Building Block helps you to create the rule which defines the Event. 

 

Select the Trigger

 

For this simple event select the Building Block “Page Load”. To find it click on Triggers > Basic > “Page Load” or type “page load” in the quick search bar. 

Double click on “Page Load” in order to get the building block to the corresponding area in the editor.

By adding the trigger “page load” to the event, will make the event trigger once a page has completely loaded in the browser.

 

Define the Data

 

When trigger has been defined we will now need to add a data value to the profile. In this particular case, we want to pick up the page url from each page the user brows on.

Select the “Page URL” Building Block. To find it go to Data > Page > “Page URL” or just use the quick search and search for “page url”.

Add it to the editor by double clicking on it. Double click on it again, to save the event data to the profile by ticking the “Save to profile” box. The result type should be “string”.

  

 

Click OK.

Now click the Save button on the top-right of the screen.

 

Test your events

 

Before you can test your event, you need to install a Profile Cloud functionality to allow you to see what events are triggered on the website. In below guide you will also add 2 other functionalities that will be useful later on. 

In the Innometrics web data collection app, click on “setting”.

   

Under the tab setting you have 4 bookmarklets as below screenshot. To test your events you only need the “dev mode” bookmarklet. For future use of Profile cloud you will also need to add the “onsite widget” bookmarklet and the “profile ID” bookmarklet. All four bookmarklets are described below but for this tutorial you will only need to add 3 of them, “dev mode”, “On-site widget” and “Profile ID”

   

Drag and drop the “dev mode” Bookmarklet to your browser tool bar. If you don’t have the toolbar visible in your browser, enable it under your browser settings. For further help on your browser´s bookmarkbar use below links:

 

Chrome:
https://support.google.com/chrome/answer/95745?hl=en&ref_topic=3434409

IE:
http://windows.microsoft.com/en-in/windows-vista/show-or-hide-the-favorites-bar-in-internet-explorer-8

Firefox:
https://support.mozilla.org/en-US/kb/bookmarks-toolbar-display-favorite-websites 

 

1) Get Profile ID

You can use this Bookmark to find your Profile ID on you website when Profile Cloud is installed. This is useful for checking what data is in your Profile when implementing Profile Cloud.

2) On-site widget

This widget helps you configure Profile Cloud rules by allowing you to point-and-click select elements on your site. We'll see this in action later on.

 

3) Dev mode*

When you are making changes to the website using Profile Cloud this bookmarklet allows you to check them without pushing those changes to production. 

When you have installed the bookmarklets. Go to mondify.com and click on the “dev mode” bookmark.

 

 

When you click on “dev mode” a widget will appear on your screen at the bottom right corner. Click on it.

 

 

 

Now you will see all Profile Cloud events that are triggered. In this tutorial you should have an event called “pagename”. This event is triggered on all page loads that occurs on mondify.com.

 

 

 

Great. You are now collecting a simple event in all Profiles from your website. Lets see what a Profile looks like with your newly created event: 

 

Next Step

 

2. Viewing a Profile

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