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Metering Overview

Getting Started

Metering is Omeda’s tool for using paywalls, gating content, and providing subscription based services for digital media providers. The Meters are customizable for your specific site, so you can configure your gated pages in exactly the way you want to. They will be used to limit the number of page views visitors have on a website before being prompted to perform an action such as Log In, Register, or Pay for a subscription or access to the page/site.

Landing Page (Integration Search > Olytics Sites)

The Landing Page is where you can define a new site on which you will implement the metering tool. You can also view and edit existing meters that have been established for your sites.

Define a New Site

This section is where you will create the shell for your meter set up.

  • Site Domain: This is the domain where the meters need to be built.
  • URLs of acquisition forms: This is where you would list the pages that will drive traffic to the site such as Dragon forms, registration pages, thank you pages, etc. Including these URLs will allow free access to those web pages so that visitors can land on the pages without being hit with a meter that will be on all other sites associated with the chosen domain.
  • Allow a content total of X unmetered Page View(s) Per Day From: This gives meter exceptions based off specific sites that the viewer is coming from. This can be helpful to give the viewer a taste of the content without having to immediately register. This category comes into play when the your content is completely blocked or the viewer is at the blocking stage. They would still be able to access the site domain if coming through one of the click through sites.

Once you save the meter, it will populate below in the Site Domain table. You then have to select “View Meters” in order to create your meters.

Sites

This section of the metering tool will list all existing domains that have meters created on them. The chart will list the site as well as how many meters are in use on the page. There are also options to edit the meter, view meters, explore the Meter Report, or Delete the meter.

  • Edit Site Info: This will bring up the meter’s info from when you were first creating the domain.
  • View Meters: This will take you to a page that will display all of the meters that exist for the domain. If none exist – it will take you to a page that will allow you to create a new meter.
    • On this page, you can edit those meters or view the individual meter’s report.
  • Meter Report: This page will take you to an overview of the performance for your meters. Learn more here

View Meters

Meters

At the bottom of the main Meters page, there is a section that lists all existing meters. If you haven’t yet created any, this section will be blank. The table will have details surrounding the specific meter.  

  • Name: Designated name you selected for your meter
  • Site Domain: where the meter is hosted
  • Status: What stage creation the meter is at – Edit Mode, Activated or Inactive.
  • Target: Who your audience that you’re targeting is
  • Messages: How many metering messages exist for this audience & domain combination
  • Created By: The user who created the meter
  • Priority: The order that the meter will be displayed. For example, if you have two meters on the same site, visitors will receive the meters in the priority order that you designate. You can change the order by clicking the up and down arrows next to the number.
    • If a visitor belongs to several different audiences and falls into multiple meters, they will be put in the highest priority meter flow. Once the visitor is within a specific meter flow, they will stay in that flow for the lifetime of the meter (until the next reset date). If the priority changes for which meter is highest priority, then on the reset date, the visitor would be transferred to the new highest priority meter they fall in.
  • Actions: You can either edit the existing meter or view the report if it has already been published. Learn more about individual meter reporting here.

Meter Info – Create a Meter

This is the first page that you will be presented with for creating your meter. Once you assign a name to your meter (and a description and Excluded URLs if you’d like to) and hit the save button, four more tabs will appear next to the “Meter Info” tab. The Olytics Site will also populate upon saving.

  • Exclude These URLs: This can be a specific URL or a wildcard match.  For example, if you do not want a specific page (like your  homepage –  main.omeda.com) or a section of  your site (main.omeda.com/knowledge-base*) to counted towards the total page views allowed on a meter job.  

Activating Your Meter

This page is important because once you’ve configured your meter with all of its steps (messages), then you will have to come back to the “Meter Info” tab to click on “Save and Start Testing.”

If you don’t have a test set up for it, you still need to click this button. Once you do so, the tab will modify the bottom buttons to “Return meter to edit mode” and “Activate Meter.” This gives you the option to activate and make your meters for your domain live, or return it to full on edit mode.

Configuration

The Configuration page is where a lot of the decisions on the details of the meter are decided.

  • This Meter: How authorization will be set. In this section you need to indicated if the acquisition form, which drives how the authorization is set,  is or is not integrated with Omeda either thought Omeda API or Omeda Dragon Form.  In a nutshell, Omeda Dragon forms will create a customer (and encrypted customer Id) immediately, which is used for authorization. Similarly if a client uses another form vendor, BUT that vendor has integrated with Omeda API, then they can process the transaction to create a customer (and encrypted customer Id) in real-time.
  1. If the acquisition form is not integrated with Omeda, then select the option “Is for a site that does not use Dragon or Integrate with Omeda Web Services” .  When a conversion is made on this form there is an additional process that will need to be done on the redirect from acquisition form back to the brand site.  You will be prompted to provide a re-authorization value along with the Promo Code. This selection is necessary because no connection has been made between a customer and a browser cookie. *** need to confirm an item with Aaron about authorization.
  2. If the acquisition form is integrated to Omeda, then select the option “Is for a site that uses Dragon or Omeda Webservices API suite for subscription signup” . when you use this option, it will tie the authorization to an Omeda product. The encrypted customer ID, the anonymous cookie IDs are now linked at the browser.
    • Promo Code: Enter in a promo key to be used as the promo key for customer that convert on a specific meter job. You can then use the promo key to determine which meter does better
      • Re-Authorize After Selection: This category designates how much time the visitor has before they will get automatically logged out and have to sign back in. This is particularly helpful for subscription services, so that the user won’t log in once and never have to log out again/lose access to the subscriptions. You can choose how much time the visitor has before needing to provide credentials again. This is only for meters that are not integrated with Omeda.   
    • “Is for a site that uses Dragon or Omeda Webservices API Suite for Subscription Signups” is the other option to select. When this is chosen, you can choose customers from specific product offerings and types of behaviors to exclude from the metered messaging. This is helpful, for example, if they already subscribe to your site, and you don’t want to target them with a sign up messaging.
      • Metering will be able to identify a visitor, their authorizations and how they are tied to an Omeda product. Metering will be able to see if the visitor has a subscription and are paying for the content. When they come back, Olytics reads the cookie & knows that they have an active/promotional class and won’t be given any meters.
      • If they go on a different device or browser, the visitor will have to login onto that device. Ideally, you’ll want to push the visitor to a joint login/subscription page so they can either login or subscribe.  
  • This Meter Targets: This section is where you can select who you want to target
    • All Visitors: You have the option to target all visitors to your page for a general meter.
    • Anonymous Visitors: You can target anonymous visitors – which is very helpful for conversions. For example, you can send them a message requesting their name and email address before proceeding to the site, which will help to identify the visitor.
    • Known Visitors: You can send them targeted messages because you know who they are – such as including their name or company they work for.
    • Defined Audience Segment(s): This option allows you to select one or more audiences that you built in Audience Builder. When you select the button, the “Manage Audience(s)” link will appear below. Clicking on the link will open the Assigned Audiences window.

You can click on “Add An Audience Builder Audience” and the Query search page will appear. Search for your Query Name and then select the “open” link to add that list to your meter’s assigned audiences. This audience will refresh every 60 minutes. This is helpful for dividing audiences into different segments. For example, if you have super power users who often consume your content, you can target them with a higher price or more extensive package than someone who is a less interested user. Another idea is that you can offer the less interested users more free visits before having to subscribe.

  • This Meter Resets: You can choose a reset for when the meter is put back in place. For example, if you allow three visits before blocking the viewer from accessing your site, you can reset this block every x days or every month so they can have three visits again in the next time period. This feature is specific for individual cookies, therefore each user’s time frame is personal to their cookie (for when the reset is every x days). Each individual visitor’s visit date will be used to then reset the date. 1st of the month refresh would be the same for every visitor.

Messaging

Setup Messaging Flow: This tab is where all your metering messages will be housed. If you haven’t created any yet, then the table will be empty.

  • Within the table, you have the option to do a quick edit for the name, trigger condition, or display type for your message.
    • Trigger Condition: This is the number of times a visitor has landed on the site that will generate the meter message.
    • Edit: You can also go into the messaging pop-up to make more extensive modifications to your message.
    • Test: This will display the message as a test on your current page.
  • Save Messages: If you do modify any of your categories with the quick edit capability, make sure to click the save messages button at the bottom to capture the change.
  • Add Another Step: This button is used to create your first message as well as any additional metering messages you want to add to your lineup. Once you

Add Another Step > Messaging Editor

If you click on the “Add Another Step” button, you will be taken to a messaging editor page. This page is very similar in format to our Personalization tool if you are familiar with that. NOTE: this page also will appear when you click “Edit” for existing messages, with that message’s information included.

 

  • Current Status: Informs which meter and which message you are editing
  • Editing Text Box: You have the option to start from scratch or even using HTML (the “<>” symbol) to build your message. The other option is using the “Generate Personalization” button on the bottom right and side of the information box.
  • Merge Variables: Allow you to personalize your message for known visitors with various different messages
    • First and Last Name
    • Title
    • Company
    • Email Address
  • Merge Variable DefaultsThis option is below the text box and will allow users to set default words for the merge variables when that field isn’t present. This eliminates the awkward space that would appear if the merge variable wasn’t present. For example, if you have a known user, but their company isn’t in their profile, you could set a default to put in the place of their company name.
    • With Merge Variable and company is present: We hope to see everyone from Ensemble IQ at the conference.
    • Merge Variable without a company present and without a Default: We hope to see everyone from _______ at the conference.
    • Merge Variable without a company but with a Default (default – your team): We hope to see everyone from your team at the conference.
  • Testing Options: You must save the Personalization in order to access the option to Save and Test On My Site
    • Quick Test: will display Message right on current screen.
    • Test with a Customer Id: If you are using merge variables, then you can test with a customer id from your current database.
    • Save and Test on My Site:  Enter in a URL to verify how the Meter Message Content will display on your site. This option creates a temporary link that will expire after 4 hours.
  • Metering Message Details: to the right of the text box, there are additional details that can be selected for your message
  • PresentationThe various display options you can choose from.
    • Modal: Will appear as a box in the middle of your web page
    • Bottom Right: A box will rise from the bottom right of your web page
    • Bottom Middle: A box will rise from the bottom middle of your web page
    • Footer Popup: A bar will rise across the entire bottom of your web page
    • Header Popup: A bar will descend across the entire top of your web page
    • Top Persistent Bar: A bar will descend across the entire top of your web page. It will not disappear unless the viewer clicks the “x” on the right side
    • Bottom Persistent Bar: A bar will rise across the entire bottom of your web page. It will not disappear unless the view clicks the “x” on the right side
  • Additional Aesthetics for your Message:
    • Rounded Corners: This is pretty straightforward and simply rounds the corners on the message boxes.
    • Remove Background Blur/Overlay: For the standard setting, the web page has a gray overlay when the message appears on the screen. Clicking this box will keep the web page as is, so the background behind the modal/banner will still be active and not be hidden behind the gray overlay.
    • Background Color: Color of the message box.
    • Override Max Width:  Allow the “source” size to override the default size.  This is applicable to the bottom right and bottom middle modals only. The current defaults for bottom right is 1/4 screen width and bottom middle is 1/3 screen width.
  • Delay: Options to delay popup from 5-30 so the visitor does not immediately see the meter message.
  • Click Tracking: Read about Click Tracking here.
  • Generate Personalization: Read about Personalization Generation here.

Code Changes For Your Site

This tab will look different depending on whether you are using metering for a product hosted by Omeda or not.

  • Meter not tied to a product hosted by Omeda: Our cookies are domain specific, so if someone registers on a separate domain, then you must tie it back to the metered content domain. There are instructions how to do this on the code changes tab under “Read this.”
  • This funtion will append the oly_anon (or oly_enc ID if it exists) to the URL and redirect back to the metered content.

Testing 

The Testing Your Meter tab is extremely helpful because it allows you to view the whole meter flow without actually activating your meter. You can also use a small Audience Builder queried group to do a sort of “test run” for your meter as well.

  • The instructions provided are pretty explanatory for how to test your meter. You will use the Encrypted Customer ID if you use Omeda’s webservices. Otherwise, you can use the Alternative ID if you don’t use them.
  • Another option you have for testing your meter is to assign an Audience Builder query that is just a small set of internal individuals to test the meter on before launching for your intended audience. You can do so on the “Configuration” tab by selecting “Odyssey Voyage(s) and/or Audience Builder.”

Meter Reporting

The meter reporting outputs are detailed here.

Last Updated On April 25, 2019
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