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Meter Reporting

Overview

There are two types of reporting associated with the Meter tool:

  1. Site-level Reports

    • You can access the report for the domain (site-level) information on the home page for all the meters you have set up at the bottom, in the “Sites” table you will see an option “Meter Report”

  2. Individual Messaging Reports

    • You can access the reports by clicking on the “View Report” link in the meters table at the bottom of each tab on the Meter tool.

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Additionally, you can report on everyone who has seen and/or clicked within the meter messages from Audience Builder (OnQ). This allows you to track conversions as well.

Site-Level Meter Reports

On the site-level reports, you will have a line for each meter. The graphs will populate for various metrics, such as Combined Impressions, Known Impressions, Anonymous Impressions as well as Combined Clicks, Known Clicks and Anonymous Clicks.

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  • Total Values, ____ Values: You can click on the value messages on the bottom left hand side of each chart to see a chart of the impression numbers for each domain meter.

    • You can see the values at the total level or for each of the different domain’s that meters are set up on.

  • 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.

Individual Message Meter Reports

The individual Message meter reports will display all of the different meter messages that you have on a specific domain. They are referred to by step because each message is an additional “step” along the metering journey for a visitor. Like the domain reports, the graphs will populate for various metrics, such as Combined Impressions, Known Impressions, Anonymous Impressions as well as Combined Clicks, Known Clicks and Anonymous Clicks.

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  • Total Values, ____ Values: You can click on the value messages on the bottom left hand side of each chart to see a chart of the impression numbers for each meter message (step).

  • 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.

Audience Builder (OnQ) Impressions, Clicks and Conversions

Within Audience Builder (OnQ) you are able to search for the number of visitors who have seen your meter messages (called ‘impressions’) and, if you have click-tracking set up, you can also see who clicked on links within your messages as well. Additionally, if you are using a promo code for your meter or on the Dragon Form signup page, you can track conversions.

In order to use these features, you will need the Personalization Skittles* configured into your Audience Builder (OnQ).

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Tracking Impressions: Under the Personalization Impressions skittle you can filter by Site Domain, Date, and/or Name. For meters, the names generally default to regwall notice and regwall block. If you are running multiple meters across various site domains, you can layer in the Site Domain as well, so help narrow down your results. The returned selection will be each person who has seen the message at least once.

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Tracking Clicks: In the Personalization Clicks skittle, you can filter by Site Domain, Link URL, Date, and/or Name. The returned matches will show full URLs related to the meter jobs you select. This is an excellent place to track clicks if you have 2 buttons in your meter messages (e.g. Login vs Register). You can also track password resets if that is an option you offer.

Tracking Conversions: If you are using a promo code for your meter, either set up within the meter under ‘Configuration’ or as part of the Dragon Form, you can run a click query and then add that promo code to query how many people clicked and then converted.

*In an upcoming enhancements, the Personalization Skittle will be split to track Personalizations & Meters separately in their own skittles. Currently, both tools use the same skittle. merge variables available in the Personalization tool: Olytics merge variables & merge variables for known visitors. These are all listed in the ‘Merge Variable’ Dropdown at the top of the WYSIWYG editor.

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Olytics Merge Variables

Encrypted Customer Id | @{encrypted_customer_id}@

This merge variable contains a visitor’s known cookie ID. There are three ways that this is often used:

  1. In links that are sent within emails: Clicking on a link with this merge variable will tie the visitor to their cookie when they land on the website so that you can track their behavior. This will increase your ‘Known (+ Behaviors)’ group within Audience Builder.

In an email URL, it will look like this:&oly_enc_id=@{encrypted_customer_id}@

  1. In Redirect URLs on Dragon Confirmation Pages: Adding this merge variable to a redirect URL will pass the encrypted ID to the destination URL as ‘known’. In order to do this successfully, you’ll need to redirect the visitor back to one of your website pages that has Olytics.

In a redirect URL, it will look like this: &oly_enc_id

  1. In Dragon Form URLs where you’d like the known visitor’s information to pre-populate on the form: For example, if you’re prompting someone to renew and you don’t want them to have to re-enter all their info.

In a Dragon Form URL, it will look like this:r=@{encrypted_customer_id}@

Olytics Cookie Id | @{oly_anon_id}@

This merge variable allows you to track your anonymous visitors from one domain to another by passing their anonymous cookie ID to a form that can then be merged with their encrypted customer ID upon conversion.

The main use case is to pass an anonymous visitor’s cookie ID from your site to a Dragon Form when an anonymous person clicks on something in a personalization.

In a Dragon Form URL, it would look like this: &oly_anon_id=@{oly_anon_id}@

Return URL | @{return_url}@

This merge variable will allow you to capture the page a visitor was on before they are taken to a Dragon Form and will return them to that same page once they’ve submitted the form.

There are 3 steps you’ll need to follow in order to set this up:

  1. Insert this merge variable into the URL that takes the visitor to your Dragon Form.

In the URL, it will look like this: &returnurl=@{return_url}@

  1. Create a returnURL field for your Dragon Page and place this field on the first page of the form. This field is where the return URL is captured.

  1. Insert the Return URL merge variable into the redirect link on the confirmation page of your Dragon Form.

In a Dragon Form URL, it will look like this: &returnurl=@{return_url}@

[icon name=”lightbulb-o” unprefixed_class=””]Pro Tip: You can also pass back the encrypted customer ID as well, so that you can capture them with their cookie ID.

Together, it would look like this:&returnurl=@{return_url}@&oly_enc_id=@{encrypted_customer_id}@

Merge variables for known visitors:

You can insert any of these into the text of your personalization job to customize the messaging for your visitors:

  • First Name

  • Last Name

  • Title

  • Company

  • Email Address

For instructions on setting merge variable defaults for any of these fields, check out our Personalization Standard Setup page, and scroll to #12. For questions on the use of merge variables, or for help setting up any of these variables, please contact your client success team.

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