Creating specific testers when testing a Meter allows you to test how the Meter will display for a specific member of your audience.
Creating a Tester with an Encrypted Customer Id
If your Meter targets known audience members you will want to create a tester using an audience member’s Encrypted Customer Id, otherwise known by it’s cookie name, oly_enc_id. The Encrypted Customer Id is a unique identifier for customers in your database, and customers who are targeted by the Meter, will see the Meter if their oly_enc_id cookie exists in their browser.
Identify a customer in your database that you’d like to use to test. In Audience Search the Encrypted Customer Id value is highlighted below:
Copy the Encrypted Id and paste in the Encrypted Customer Id field in the Metering Testing Tab. Click Add Tester.
Your tester should now appear in the table below.
Move your Meter to Test Mode if it’s not already. Once in Test Mode, your tester can now be used to test the Meter on your site.
To test on your site, you will need visit the site with the Encrypted Customer Id added to the site URL like the following: https://www.examplesite.com/?oly_enc_id=2127B1769801I2W . This will create the Tester records cookie in your browser and allow you to test how the Meter messages will appear for the customer.
Creating a Tester with an Alternate Id
If your Meter targets anonymous audience members you will want to create a tester using an Alternate Id, otherwise known as the Anonymous ID or it’s cookie name, oly_anon_id. The Anonymous Id is a unique identifier for anonymous customers who visit your site.
To begin testing you will first need to remove your olytics cookies from you browser. You can do so by clearing your cache and cookies by pressing Ctrl + Shift + delete or remove them individually by following the steps below:
In Chrome, you can do this by visiting the site that will be metered and pressing Command+Option+I (Mac) or Control+Shift+I or F12 (Windows, Linux, Chrome OS). Navigate to the Applications Tab, then click Cookies, and then the domain of your site. In the filter at the top of the popup, begin typing oly and you should see the oly_enc_id and oly_anon_id.
In Firefox, you can do this by visiting the site that will be metered by selecting Tools > Web Developer > Toggle Tools or use the keyboard shortcut Ctrl + Shift + I or F12 on Windows and Linux, or Cmd + Opt + I on macOS. Once opened, select the storage tab, and under cookies and your domain, find the oly_anon_id and oly_enc_id cookies and delete them.
In Microsoft Edge, you can do this by visiting the site that will be metered by selecting Tools > Web Developer > Toggle Tools or use the keyboard shortcut Ctrl + Shift + I or F12 on Windows and Linux, or Cmd + Opt + I on macOS. Navigate to the Applications Tab, then click Cookies, and then the domain of your site. In the filter at the top of the popup, begin typing oly and you should see the oly_enc_id and oly_anon_id.
Once you’ve cleared your Olytics cookies refresh the page and open the Dev Tools according to the steps provided above for your browser. Find the oly_anon_id cookie value and copy to your clipboard.
Paste the value in the Alternate Id field in the Metering Testing tab. If the value begins and ends with ‘%22’ this text should be removed before clicking Add Tester.
Move your Meter to Test Mode if it’s not already. Once in Test Mode, your tester can now be used to test the Meter on your site.
Personalization Archiving
Archiving allows you to remove a personalization from the table, without deleting it entirely. This helps keep the list of active/drafted personalizations clean, while still allowing you to access reports for these jobs and to clone them. Once archived, the personalization job goes into a separate table that you can access from the ‘Edit an Existing Personalization’ box using the ‘View Archived’ button. Each personalization type will have it’s own archives with all of the same functionality outlined below.
Archiving an Individual Personalization
There are two ways you can archive an individual personalization.
From the edit screen: Once you have initially saved a personalization, the ‘Archive’ button will appear below the WYSIWYG screen. Any time you are in the ‘edit’ screen for this personalization you will have the option to click ‘Archive’.
From the Actions Drop-down: Selecting ‘Archive’ will move the individual personalization job to the archived list.
Note: If you archive an active personalization, it will immediately suspend the personalization job.
Archiving All Personalization Jobs Passed End Date
Once at least one of your personalization jobs has a status of ‘Passed End Date’ you have the option to ‘Archive All Passed End Date’ jobs. This button will appear in red to the right of ‘View Archived’.
This will take all of the personalization jobs in the current list that have a status of ‘Passed End Date’ and move them all to the archived list.
Viewing Your Archived Personalization Jobs
Clicking ‘View Archived’ will take you to the list of archived jobs. (Each personalization type will have its own archives.) This table details each of the archived Personalizations in the same way as the drafted/live table does (with the exception of a status column):
Name
Position
Frequency
Date
Created By
Actions
Actions Drop-down for Archived Personalizations
There are a limited set of actions you can perform on an archived personalization. These include:
Edit: This will open the personalization job in the WYSIWYG editor. You can make changes and restore the personalization (see ‘Restoring a Personalization’ below).
Test: This will launch the personalization job in your current window so that you can see what it looks like without having to open it in the WYSIWYG editor.
View Report: This will take you to the reporting section of Personalization. For more information on the reports, see Personalization Reporting
Restoring a Personalization
Archiving a personalization job is not a permanent action. You can restore a personalization back to the drafted/active list at any time.
First go into your archived list.
Next, select the personalization job you want to restore and click ‘Edit’ from the Actions drop-down.
Within the edit screen, you will see a button beneath the WYSIWYG editor on the left that says ‘Restore to Pending’
Once you click ‘Restore to Pending’, you’ll need to confirm that you want to restore this personalization job. Once you confirm, the job will be restored back to the Active/Drafted list with a ‘Paused’ status. The priority of the archived personalization will be retained when it moves back to the Active/Drafted list and it will drop any current personalizations down one priority.
NOTE: Personalization is only available to users who are CDP customers with Omeda.
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