Solutions and Systems Used
- ABM Platform (Required)
- The Engagement Solution (Required)
- Google Analytics (Required)
Overview
When you need personalization tracking, use Site Customization to send events into your Google Analytics (GA) property. This gives you the ability to pivot on additional dimensions within GA for the experiences presented to your segments.
This article explains how to fill in the details in Site Customization and how to view the information in GA.
Steps
- Step 1: Set the HTML Element ID
- Step 2: Enter the Event Category
- Step 3: Select the Event Type
- Step 4: Enter the Event Label
- Step 5: Enter an Event Action
- Step 6: View Results in GA
STEP 1: SET THE HTML ELEMENT ID
1.1. From the Engagement tab in the ABM Platform, navigate to the Preview Experience screen for the experience you want to add Event Tracking to.
1.2. Scroll to the bottom of the page and click Setup Google Analytics Tracking.
1.3. In the Google Analytics tracking page, please click Add another tracking event.
STEP 2: ENTER THE EVENT CATEGORY
A category is a name that you supply as a way to group objects that you want to track. Typically, you will use the same category name multiple times over related UI elements that you want to group under a given category.
- Recommended naming convention: Demandbase – Personalization
- For more information, see: https://support.google.com/analytics/answer/1033068?hl=en
STEP 3: SELECT THE EVENT TYPE
3.1 You can choose between two types of events:
- View: If an experience is viewed, this will trigger a tracked event into GA. We recommend adding this event type for every experience.
- Click: This option can be used when personalizing a click event such as CTA button. Once selected, you will need to add the html id for the element you are personalizing. You can get to this by clicking Advanced options in the Create Experience step.
3.2 Copy and paste the element id from the Advanced Options page. To exit this page, click Save and Continue.
STEP 4: ENTER THE EVENT LABEL
4.1 Use labels to capture additional information for events that you want to track.
- Recommended naming convention: [Experience Name]
- By using the experience name for event label, it makes easier to filter within GA
- For more information, see: https://support.google.com/analytics/answer/1033068?hl=en\
STEP 5: ENTER AN EVENT ACTION
5.1 Use the action parameter to name the type of event or interaction you want to track for a particular web object.
- Recommended naming convention:
View - [Page Name]
Click - [Button Name]
- For more information, see: https://support.google.com/analytics/answer/1033068?hl=en
Step 6: View Results in GA
6.1 To navigate to the events view in GA, on the left hand side select Behavior. Under Behavior use the Events drop-down to drill down by page and dimensions.
6.2 You will see results for all of your Event fields in the Primary Dimensions area of Pages view in GA.
6.3 From here, you can pivot on these primary dimensions or add secondary dimensions such as Company Name as you would in you standard reporting from GA.
- You will also see a Demandbase API call but this is not the event tracking, it is a standard API call class="s3".
- GA will not immediately reflect event data in Pages view. Typically the overview will reflect data first, and the more detailed information will follow in additional view options after its been processed by GA.
- Best Practices: Please refer to the Best Practices for Event Tracking in Google Analytics and Personalization.