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Personalization – Additional Features

NOTE: Personalization is only available to users who are CDP customers with Omeda.

Click Tracking

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 Personalization 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 Personalization, 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”/>

Audience Builder (OnQ) Click Tracking Configuration

Click Tracking for Personalization will need to be configured into the Audience Builder library using the Configure OnQ Tool. Under the OnQ Library tab, select Integrated Data from the field dropdown. You will see “Personalization Impressions” and “Personalization Clicks.”

Generate Personalization

Generate Personalization is a new tool that assists the user with creating a Personalization 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 Personalization message.

  • Generate and Test: This button will create a Personalization out of the fields that you fill out. Note: If you don’t change the presentation mode before you open “Generate Personalization” then the message will be a Modal because that is the default presentation style.
  • Copy To Personalization: You can select this button if you’d like to continue adding onto the Personalization 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 Personalization” was opened.
  • 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

Personalization Reporting

There is a Reporting option for Personalizations that have a status of Active, Paused, or Inactive (Passed End Date). Those with the In Progress (Not Activated) status won’t have any reporting data because the Personalization hasn’t been activated yet. You can find the Reporting button under the “Edit an Existing Personalization” section at the bottom of the Personalization tool page.

  • The reports are in graph and chart format. To access the charts, you can click “View Values” under the graph on the left-hand side.
  • Report Types:
    • Impressions by Day (Known Customers)
    • Impressions by Day (Anonymous Traffic)
    • Impressions Per Url (Top 20 Shown – Known Customers)
    • Impressions Per Url (Top 20 Shown – Anonymous Traffic)
    • Impressions Per Entry Point (Top 20 Shown – Known Customers)
    • Impressions Per Entry Point (Top 20 Shown – Anonymous Traffic)
    • Link Tracking by Day (Known Customers  )
    • Link Tracking by Day (Anonymous Traffic)
    • Host URL / Link Tracking (Known Customers): A  Personalization job on multiple pages  –  Report on which Host URL that triggered a Personalization job which resulted in a click on tracked link
    • Host URL / Link Tracking (Anonymous Traffic): A  Personalization job on multiple pages  –  Report on which Host URL that triggered a Personalization job which resulted in a click on tracked link
    • Entry Point / Link Tracking (Known Customers): A Personalization job on multiple pages  – Report on the Entry point that triggered a Personalization job which resulted in a click on tracked link
    • Entry Point / Link Tracking (Anonymous Traffic): A Personalization job on multiple pages  – Report on the Entry point that triggered a Personalization job which resulted in a click on tracked link
  • Output to PDF: You are able to create a PDF for the results that will include both the graphs and the charts with impression numbers.

 

Last Updated On May 15, 2019
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