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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 “Manage Meters” in order to create your meters.

Meter Site Table

This section of the metering tool will list all existing domains that have been set up to run meters. The table has the following columns:

  • Site Domain: This will list the domain(s) that you have set up. The meters you build for each domain are limited to a single domain.
  • Meters: A total of all meters that you have built for a single domain (regardless of meter status)
  • Created By: The username of the person who set up the site domain
  • Action: Things you can do with each meter domain including –
    • Edit Site Info: This will bring up the meter’s info from when you were first creating the domain.
    • Manage Meters: This will take you to a page that will display all of the meters that exist for the domain. You can create meters, edit existing meters and run meter-specific reports.
    • Meter Report: This page will take you to an overview of the performance for your meters. Learn more here.
    • Delete: Removes the Site Domain and all meters that are set up for that individual domain.

Site Level Meter Restrictions

Once you’ve set up a site domain and saved it, a new tab will appear that allows you to set site level meter restrictions.

These ‘global restrictions’ will apply to each of the individual meters that you set up for this site (domain).

  • Target this Meter to Only Specific URL Pattern(s): This will only display the meter on the specific URL parameters. Therefore, you can do a wildcard match that will display the meter on all the the sites that have the URL inclusive of the site.
  • Exclude this meter from Secific URL Pattern(s): This will exclude the meter from the specific URL parameters that are provided. You can do a wildcard match that will encompass any sites that are included within the URL parameters.
  • Target this Meter To Specific Pages: The meter will only appear on the specific site pages designated.
  • Target this Meter To Specific Pages: The meter can be excluded from specific site pages.

These restrictions are ideal to use when there are pages or URL patterns that you will want to always target or exclude, regardless of the meter.

Examples include: Sponsored content, Pages related to the advertisers, Event promo pages, etc.

Manage Meters | Meters Table

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.

Creating a New Meter

Once you have a site domain setup, you can create or edit existing meter jobs using ‘Manage Meters’.

Meter Info

To set up the first meter job (or add a new meter), you will need to name the meter and provide a brief description (optional).

Once you hit save, additional tabs will appear allowing you to finish building the meter.

Configuration – Not an Omeda Integrated/Dragon Form

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.

If you select this option, the Conversion Tracking Via Promo Code (in the bottom right-hand corner) will display a ‘re-Authorize’ drop-down as well. This will allow you to set 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.   

Configuration – For a Site Using Dragon or Omeda Webservices API

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.

To select the product(s) that the meter will bypass, click ‘Manage Assigned Products’.

A new popup will appear allowing you to select any product (and class). Once you have selected all of the product(s) and classes that the meter will bypass, hit ‘save’ in the lower left to apply.

Configuration – General

Once you have set up how the forms will handle the subscribers, the rest of the setup on the configuration page is fairly straightforward.

Global Meter Audience Exclusion:  You can choose a pre-built audience segment to exclude from your meter

Target by Meta Tag: When this option is selected, we will only meter pages that contain this meta tag. This can be useful if you have a data layer you want to target – as you can code your site to only write this meta tag to certain pages based on values in your data layer.  Other settings on your Meter are still applied as well.

This allows you to target pages of your website that might not follow URL patterning.  You will find the option within the Configuration tab.  Each meter will generate a meta tag unique to that job.  If you want to target using Meta Tag, check this box and implement the code on your website to the desired pages.  If you are not targeting by Meta Tag, simply leave this box unchecked.

This Meter Targets: Here you can choose one of 4 ways to target an audience with your meter.

  • All Visitors: You have the option to target all visitors to your page for a general meter.
  • Anonymous Visitors: You can target anonymous visitors
  • Known Visitors: Visitors you have information on – perhaps you are offering ‘gold-level’ access behind a paywall to previously-free visitors.
  • Odyssey Voyage(s) and/or Audience Builder: This option allows you to select one or more audiences that you built in Audience Builder or target an audience or section who are going through an Odyssey Voyage. When you select this audience, you’ll need to click ‘Manage Audience(s)’ to complete the setup.

Managing Audience(s): A new window will open that will prompt you to ‘Add An Audience Builder Audience’. You can search through your saved queries and add them each individually to a meter. Here you can add multiple queries – as each one is saved, they will be listed under ‘Name’.

This Meter Resets: You can choose how often each individual visitor’s count resets.

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.

Conversion Tracking Via Promo Code: Enter in a promo key to be used as the promo key for customer that convert on a specific meter job.

Note: If you are using a dragon form, you can also set a promo code there. This box just allows for easy setup.

Messaging – General

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.

As you add messages and set a page view count, the total page views allowed will be totaled in the upper left.

  • Within the table, you have the option to do a quick edit of the name, trigger condition, count, and 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. Once you select the trigger condition, you can then set the number in the text box to the right. The trigger conditions include:

– Display when Page View Count Equals: Will show the corresponding message when a visitor has X page views.

– Display when Ad Block Detected and Page View Count Equals: Will show the corresponding message when a visitor has X page views AND they are using an Ad Blocker

– Block when Page View Count is Greater Than: Will prevent the visitor from closing out of the modal until they have completed the given call to action once their page visit count is greater than X

– Block when Browser is Incognito / Private Mode: Will prevent the visitor from closing out of the modal until they have turned off Incognito / Private Mode

– Block when Ad Block is Detected: Will prevent the visitor from closing out of the modal until they have turned off their Ad Blocker(s)

    • Display: You can choose where on the screen the meter message will appear (with the exception of messages that are set to ‘block’)

  •  Action: You can further edit the meter message, test it (to display on your current screen) or delete the step within the meter.

Note: 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.

Setting Up a New Meter Message

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
  • WYSIWYG Editor 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 Message” button on the bottom right and side of the information box (see additional info on this below)
  • Merge Variables: For a list of the merge variables and how to use them, see Merge Variables
  • Tracked Link: Use this to insert a link that is wrapped in our tracking code. For more details, see ‘Link Tracking
  • Merge Variable Defaults: This 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.

To the right of the text box, there are additional setting for your message

  • Presentation:  There are currently 10 placement options to choose from

  • 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.
  • ‘Close Link vs X Image: Allows you to choose how a visitor can close a non-blocking display and in what color(s)
  • 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.
  • Wait Time: Options to delay popup from 5 seconds – 30 minutes so the visitor does not immediately see the meter message.
  • Click Tracking: See below
  • Generate Personalization: See below

Testing Your Message

Each meter message can be tested up to 3 different ways. It is recommended that you test using each of them before turning the meter on.

  • Quick Test: Will display meter message right on current screen (you can also access this from the ‘Actions’ dropdown)
  • 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 a URL to verify how the meter message will display on your site. This option creates a temporary link that will expire after 4 hours. This is ideal for testing as the CSS script on your site will sometimes impact how the meter job appears when live.

Generate Message

Generate message  assists the user with creating a Meter message through a simple form. If you prefer not to work with the WYSIWYG platform or the HTML code, you can use this tool to generate a starting shell or simple Meter message.

  • Generate and Test: This button will create a Meter message out of the fields that you fill out.
  • Copy To Message: You can select this button if you’d like to continue adding onto the Meter message or if you’d like to change the presentation type to something else such as a Header Popup, Persistent Bar, etc.
  • Reset Values: This will bring all the fields back to the sample values that were originally populated when “Generate Message” was opened.
  • Option: Button Inline This check box will place the button in the same line as the header. If the header is too long, the button will be left justified below the header.
    • A Subheader is unable to be used if you select “Button Inline”
    • If the button isn’t selected, the Button will be centered below the Header and/or Subheader text

Click Tracking HTML

Click Tracking is another way that you can create trackable links. This feature provides examples for you to then implement into your HTML yourself.

In the screenshot below, you will see that click tracking utilizes an Olytics javascript function to record the click in our system.

To convert your own custom html meter message code over to click tracking, the clickable elements will need to be converted as we describe below.

  1. A basic html link (no click tracking) that opens in a new tab would looks like this:
    <a href=”https://www.mywebsite.com/signupg.html” target=”_blank”>Subscribe</a>This is what you should have in your content instead – completely replacing your simple link.

    <a href=”javascript:void(0);” onclick=”olytics.clickGo(this,’https://www.mywebsite.com/signupg.html’,’_blank’);”>Subscribe</a>
    So overall you will need to:

    • Change the href attribute as shown to  href=”javascript:void(0);”
    • Add the onclick function olytics.clickGo as shown.
    • Other link attributes such as style, id, class, etc can be added to the olytics click tracked version if they were on  your original link.
  2. If your basic non-tracked link opens in the current window when clicked it looks something like this:
    <a href=”https://www.mywebsite.com/signupg.html” target=”_self”>Subscribe</a>The olytics click tracking version would look like this:
    <a href=”javascript:void(0);” onclick=”olytics.clickGo(this,’https://www.mywebsite.com/signupg.html’,’_self’);”>Subscribe</a>So once again to reiterate what we did:

    • Change the href attribute as shown:  href=”javascript:void(0);”
    • Add the onclick function olytics.clickGo as shown but this time pass ‘_self’ as shown.
    • Other link attributes such as style, id, class, etc can be added to the olytics click tracked version if they were on  your original link.
  3. If you are utilizing an html button in your meter message, the olytics click tracking version would look something like this:
    <input type=”button” onclick=”olytics.clickGo(this,’https://www.mywebsite.com/signupg.html’,’_self’);” value=”Subscribe”/>

URL Restrictions

This tab allows users more options for managing which part(s) of a site are metered and allows them to target specific parts of a site more easily.

  • Target this Meter to Only Specific URL Pattern(s): This will only display the meter on the specific URL parameters. Therefore, you can do a wildcard match that will display the meter on all the the sites that have the URL inclusive of the site.
  • Exclude this meter from Secific URL Pattern(s): This will exclude the meter from the specific URL parameters that are provided. You can do a wildcard match that will encompass any sites that are included within the URL parameters.
  • Target this Meter To Specific Pages: The meter will only appear on the specific site pages designated.
  • Target this Meter To Specific Pages: The meter can be excluded from specific site pages.

Note: You can also set these up at the domain-level. If the domain-level restrictions/targets are set, you do not have to add them here at the meter level.

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” (and inserted below)
  • This funtion will append the oly_anon (or oly_enc ID if it exists) to the URL and redirect back to the metered content.

For Acquisition Pages on a Different Domain:

Testing Your Meter

Once you have set up your meter messages and targeted an audience, you are ready to start testing. Testing the meter flow as a whole is important because it will help you verify

  1. Your URL targets/exclusions are set up and working properly
  2. Your message flow is counting/firing/displaying properly
  3. Your forms are passing the data properly

Setting Up Testers

  • You can test with a specific customer id
  • You can test using your anonymous cookie id
  • You can create a small ‘test’ audience in Audience Builder (internal team members, etc) and then activate this for them. You can do so on the “Configuration” tab by selecting “Odyssey Voyage(s) and/or Audience Builder.”

Launching Test Mode

Once you have set up your testers, return to the ‘Meter Info’ tab and click ‘Save and Start Testing’.

Once in test mode, the meter will only run for the testers and you will not be able to make any changes. The following message will be displayed in the upper right-hand corner of your meter details

To exit test mode and return to edit mode, click ‘Return Meter to Edit Mode’ in the ‘Meter Info’ tab. If everything appears in order, you can activate the meter.

Activating Your Meter

Click ‘Activate Meter’ in the ‘Meter Info’ tab to start running your meter messages. At any point, you can also return to this tab and pause the meter if you need to make changes.

Cloning an Existing Meter

There are two levels of cloning available once a meter has been saved: Cloning an entire meter and cloning a message within a meter.

Cloning an entire meter

At any point, once a meter has been initially saved, you are able to clone the meter. To do so, click ‘Manage Meters’ from the domain page.

This will bring you to the list view of all your meters for that domain. From here, click ‘Clone’ from the Actions dropdown on the right.

You will be prompted to confirm that you want to proceed, and then the system will create a clone. Your meter-level clone will include:

  • Meter Info
  • Configurations
  • Messaging
  • URL Restrictions
  • Testors

Once you have made your desired changes to this clone, click ‘Save’ to apply.

Cloning a single message within a meter

Within a meter, you also have the ability to clone individual messages. This is incredibly helpful if you have minimal changes, such as when you’re counting down before the blocking modal kicks in. This will prevent you from creating each message from scratch.

First, click into the ‘Messaging’ tab within your selected meter.

Here you’ll see all of your saved meter messages. To clone, simply to to the Actions dropdown on the right and select ‘Clone’

There won’t be any prompt for confirmation, just a slight pause, and then the cloned message will appear next in line.

To retain the clone, click ‘Save’ to apply changes.

Note: The only Trigger Condition that you cannot clone is the ‘Block When Browser is Incognito / Private Mode’.

 

Looking for more? Check out these additional resources:

 

Last Updated On October 10, 2019
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