Archive for August, 2009

Segment Pathing

Posted on August 31st, 2009 by Adam Greco  |  2 Comments »

In past blog posts I have discussed SiteCatalyst Pathing Analysis in general and some specific examples (i.e. Success Event Pathing).  In this post, I will share a more advanced technique I call Segment Pathing which is often used to extend the capabilities of Pathing Analysis.  While this technique can be used in many different ways, I will use Visitor Type Pathing as the primary example and way to explain the concept.

What Is Segment Pathing?
Most of you are probably familiar with the idea of Pathing and that SiteCatalyst Pathing Analysis tracks the order in which a visitor looks at pages, sections or anything else on your site.  As such, it is normal to pass a page name or section name value to a Traffic Variable (sProp) so you can then enable Pathing.  However, there are often cases where you want to see how different segments of your visitors navigate through your site.  For example, what pages do New Yorkers look at first vs. those from Chicago?  Are there Pathing differences between younger vs. older visitors?

In order to see how these different segments navigate your site, you have the following options:

  • Create an ASI Segment for the population you care about and look at Pathing reports there
  • Utilize Omniture Discover (assuming you have paid for that), create a Segment and view Pathing reports

But what if you don’t have Discover and you don’t want to burn up an ASI segment perpetually for this Pathing Analysis?  The answer is to use Segment Pathing which I will demonstrate here.

An Example: Visitor Type Pathing
In this example, let’s assume that your organization has a cookie that stores (to the best of its ability) the current visitors customer status.  Often times companies assume that a visitor with no cookie value is a “Non-Customer” and those who have logged in or purchased something are “Customers” (obviously this is subject to cookie deletion).  Now let’s assume this this Visitor Type is passed to a SiteCatalyst Traffic Variable on every page.  Obviously, the name of each page is passed on each page and should be set to the s.pagename Traffic Variable.  Therefore, you have Page Name and Visitor Type, but no way to see pages by Visitor Type.  All you have to do is to set a new Traffic Variable (sProp) that concatenates these two values together in a format like this:

[VISITOR TYPE]:[PAGE NAME] or “Customer:Home Page”

If you do this on every page of the site and then have your Account Manager enable Pathing on this new sProp, you now have an intersection between Visitor Type and Page Name on each page and can use any of the many Pathing reports (including Fallout and Pathfinder) for this new variable.  SiteCatalyst experts long ago realized how simply concatenating values together into one SiteCatalyst variable could yield powerful results.  By using this technique, you can now select the appropriate “Visitor Type” concatenated value in the Next Page Flow report to see what “Customers” do on your Home Page:

Customer_Path

as compared to “Non-Customers” viewing the same page:

NonCustomer_Path

As you can see here, Non-Customers have a much higher exit rate from the Home Page than Customers do, but without the use of this Visitor Type Pathing, it might be difficult to spot this since you are looking at Pathing for all segments lumped together.

Keep in mind, however, that this is just one example of how you can do Segment Pathing.  One of my favorite uses of this technique is to concatenate Campaign Names or Campaign Tracking Codes and Page Name so you can see how visitors from different Campaigns navigated through your site.  In the more advanced version of this shown below, you can see a Pathing Flow for visitors who arrived at a website from a Tracking Code “ggl_1″ and landed on the Video Games page.  By concatenating these two values, we can see how visitors arriving from the “ggl_1″ Campaign Tracking Code navigated the site as compared to those arriving from a different Campaign Tracking Code.  In fact, we can also see how people coming from the same Campaign Tracking Code (i.e. “ggl_1″ navigated the site differently when they arrived on a different page (i.e. a page different than the “Video Games” page).

Note that in the example below, the Campaign Tracking Code is not concatenated with the Page Name on every page, but rather just on the first page.  In this case, this was done because of the massive number of potential Campaign Tracking Code & Page Name combinations, which could lead to a “uniques” issue in SiteCatalyst.  However, the good news is that since Pathing reports only show values that took place after the element before it, by simply selecting the value of “ggl_1:Video Games,” we are guaranteed that all path views after it had to be preceded by the selected value.

CampaignPathing

Final Thoughts
As you can see the implementation of this through the use of variable concatenation is not terribly difficult.  However, before you run out and concatenate all of your Traffic Variables together, keep in mind the following:

  • You do not want to enable Pathing on too many sProps since it will cost you $$$ and could result in report suite latency
  • While powerful, this technique is more of a “hack” so if you are going to be doing a lot of segmentation, I encourage you to invest in Omniture Discover which is a much easier way to do Segment Pathing

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.

SiteCatalyst Quiz Answers!

Posted on August 24th, 2009 by Adam Greco  |  4 Comments »

Thanks to all of you who took the time to complete my SiteCatalyst quiz.  I hope it was a fun way to put your knowledge to the test.

So for the rest of this post, I will show how people answered the survey and point out what answers I was looking for.  When looked at as an entire population, if I include anytime someone got the correct answer, the majority of people got 10 correct answers out of 15 (66.67%).  However if I just look at just those responses where the exact right answer was given (no incorrect answers included where you could check off multiple boxes), the average score went down to about 6 out of 15.  However, please bear in mind that I am not an educator so if you interpreted a question differently than I did and gave a different answer, it is probably my fault not yours so don’t lose any sleep over it!  On the bright side, one (anonymous) individual in Europe got 14/15 correct (I am resisting the urge to find you by IP address and hire you!).  Either way, I strongly encourage you to look at your answers and see which ones you missed and read the linked posts below so you can become a SiteCatalyst Ninja!!

Question #1 (Correct Answer=Traffic Variables (sProps))
This first question was intended to be an easy one.  Think of it as a way to build engagement and not scare you off.  Most of you got this answer correct, but I was surprised to see that 33% of you thought that you could enable Pathing on more than just Traffic Variables (sProps).  Keep in mind that one of the main reasons to use sProps is to enable Pathing.   If you need a refresher, please check out my past posts on Traffic Variables (sProps) or on Pathing.

quiz1

Question #2 (Correct Answer=True)
For many of these True/False questions, it is hard for me to tell if you got the right answer based upon knowledge or luck, but I am going to give you the benefit of the doubt!  In this case 75% of you were correct in saying that it is possible to share a segment with other users in your company.  I show how to do this in my past post about the Admin Console.  Keep in mind that you can only share a segment within one report suite so if you have multiple report suites you are out of luck.  If you really need to share segments across multiple report suites, the only way I know to do this is to create them under a shared Omniture User ID and give that ID to multiple users so they can see the segments owned by that ID.

quiz2

Question #3 (Correct Answer = ZERO)
This question is admittedly a difficult one.  To get this one right, you would have had to really been in the trenches with SAINT Classifications.  Those who have ever tried to classify a variable that has a value of “0″ in the Key column have probably learned this the hard way.  While you can classify a value of “1″ or “43,” there is no way to classify a Key value of “0″ in SiteCatalyst.  Therefore, you need to pass in a text value for “0″ so you can classify it later on.  Therefore, the best answer to this question is the 3rd answer below “ZERO.”

quiz3

Question #4 (Correct Answer=When a Success Event takes place or after a specified Time Period)
You guys knocked it out of the park on this one.  The correct answer here is that an eVar can be expired when a Success Event takes place or based upon a time period.  This happens to be one of my pet peeves since I really wish you could expire an eVar based upon a Success Event or a time period (whichever comes first).  There are many cases where having this ability would have saved me a lot of time.  Maybe in a future release (or all of you can help me by requesting this as a feature request!).

quiz4

Question #5 (Correct Answer=True)
Most of you got this one right as well.  One of the cool things about classifying Conversion Variables (eVars) is that if you have paid for full subrelations on the eVar it is based off of, you get full subrelations on all of the Classifications.   This can save you time and money!

quiz5

Question #6 (Correct Answer= All but Conversion Variables (eVars))
This question was a hard one and another one of my pet peeves.  The correct answer is the second one “Conversion Variables (eVars).”  The security features in the Groups area of the Admin Console are very good and a much better way to hide reports from select groups of users than the Menu Customizer.  However, for some unknown reason, you can hide pretty much everything in SiteCatalyst except Conversion Variables (eVars), which are some of the most critical reports!  I am not sure why this one thing was omitted and I have been asking for this for some time.  Hopefully it is on the product roadmap.

quiz6

Question #7 (Correct Answer=None of the Above)
This question probably caused some confusion due to the wording, but the correct answer here is “None of the Above” since I was looking for the best way to assign credit across multiple visits.  Most of you fell for the trap I set here and chose “Linear Allocation.”  Many people I talk to think that Linear Allocation of an eVar works across multiple visits, but it does not.  Linear Allocation only works within a visit (for the most part, but the details are a bit confusing!).  Therefore, the real best answer for this question was Cross-Visit Participation which I covered a while ago.  Cross-Visit Participation is the only real way to assign credit to an eVar across multiple visits.  If you are not familiar with Cross-Visit Participation, please review my previous post.

quiz7

Question #8 (Correct Answer=None of the Above)
Importing offline or external data via Data Sources is a more advanced topic, but many of you look like you are familiar with it.  The majority of you got this one correct since none of the options provided here will allow you to back out data sources metrics.  For this reason you have to be extremely careful when importing Data Sources data since there is really no going back if you make a mistake!

quiz8

Question #9 (Correct Answer=False)
This is one of those questions you used to get from your teacher and absolutely hate them afterwards when they told you the answer, so I will apologize in advance.  The key phrase here is “the only difference” so the correct answer here is “False.”  While the difference cited here is correct, there is one really big difference between Correlations and Subrelations that you need to know.  That difference is that you can correlate two sProps, five sProps or twenty sProps with each other, but with Subrelations it is an all or nothing proposition.  It would be great if you could Subrelate just two eVars together, but that is not currently possible like it is for sProp Correlations.  This is a key thing that every SiteCatalyst Ninja must know!

quiz9

Question #10 (Correct Answer=Unique Visitor Counts an Pathing)
Most of you got this one correct.  The key disadvantages of Roll-ups are that they don’t de-dup uniques and you cannot do Pathing analysis.  But hey, they don’t cost a lot!  Personally, I tend to not use Roll-ups since I can duplicate a lot of the info they provide using the ExcelClient and I like Pathing and de-duped Unique Visitors so I tend to favor Multi-Suite tagged sites.

quiz10

Question #11 (Correct Answer=Calculated Metrics)
Great job on this one as most of you got this one correct!  In my post about Conversion Funnels I explained all of the ways they can be used and highlighted what, in my opinion, is an oversight of the functionality that you cannot add Calculated Metrics to them.  I hope this ability will be available at some point in the future, but in the meantime, you should keep this in mind when determining whether you should pass in a metric organically or rely on a calculated metric.

quiz11

Question #12 (Correct Answer=Page Views)
In this question, I allowed you to choose from the following metrics.  While most of you got this correct that the Page Views metric is available in Traffic Variable Correlations those of you who also said that you could add Visits, DUV’s and MUV’s were not correct.  Please keep in mind that only Page Views are available when using Correlations.

quiz12

Question #13 (Correct Answer=Classifications cannot be used in DataWarehouse Segments)
I had a hard time figuring out how to word this question, but if you really understand SAINT Classifications, you should have been able to get this one right by the process of elimination.  As you can see, most people had a hard time with this one, but the correct answer did emerge in the end as the only true statement below is that Classifications cannot be used in DataWarehouse Segments.  We can deduce this by understanding that 1) Classifications can be used in correlations/subrelations, 2) Classifications can be used in Omniture Discover and 3) Classifications cannot have pathing enabled in SiteCatalyst (You can, however, apply Pathing to classifications in Omniture Discover, which you can read about in this post on Page Type Pathing).

quiz13

Question #14 (Correct Answer=False)
While I have been using Advanced Segment Insight (ASI) segments for many years, I only recently figured out that you can change the ASI type from recurring to time slice and vice versa if you know what you are doing so the correct answer below is actually False (the whole double-negative thing!).  If you have a static ASI that has run for say last month, you can use the “Add Data” link to bring up the ASI segment set-up screen, change the type to Daily Recurring and make the start date the day after your ASI last ran.  Just be sure to uncheck the box that asks if you want to remove existing data or you will lose your past ASI data.  If the ASI you already have is a Daily Recurring, simply wait until it has finished its daily processing and click the “Cancel” link.  Once you have cancelled it, you can click the “Add Data” link, make the type “Time Slice,” select your dates and set it to run.  Again you have to be sure to uncheck the remove existing data checkbox.  I am not sure if this is “officially” supported, but I have done lots of testing on it and so far it has worked fine…

quiz14

Question #15 (Correct Answer=>!)
This last question is one of those “inside secrets” that only true SiteCatalyst Ninjas know.  Unfortunately, only 32% of you got this one right as the correct answer is “>!” which is a way to tell if a value exists or not in a specific variable when using the segment builder.  I covered this in my Tips & Tricks are of the Segment Builder post so if you didn’t get this one correct, check out that post which has lots of goodies in it.

quiz15

Well, there you have it.  Hopefully this was a fun way for you to see some of the things that SiteCatalyst Ninjas know.  If you keep reading my blog posts, I can (almost) guarantee you will learn everything that there is to know…

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.

Which Pages on Your Site Matter?

Posted on August 18th, 2009 by Adam Greco  |  3 Comments »

Did you ever go through your clothes closet one day and figure out that your never wear half of the stuff in there?  It seems like it is always much easier to buy new clothes than it is to discard old clothes.  Well, the same thing hold true for websites.  Most clients I worked with had thousands of web pages on their website, but in reality, only a fraction of them had an impact on their website success.  Having too many pages on your website costs your business money for maintenance, translation (if your company is international) and makes the design and navigation more complex.  Often times, these extra pages on your website make it more difficult for your visitors to do the small number of things you actually want them to do.  In this post, I will demonstrate how you can help “trim the fat” from your website.

Finding the Pages that Matter
So how do you determine which pages matter and which pages don’t?  The first step is to determine the website Success Events for which you want to optimize.  If you care about multiple Success Events, this analysis becomes more complex, but the concept is similar.  Therefore, in this post, we will assume a scenario where one website Success Event, Website Registrations,  is the primary objective.  The first thing we need to do is to ensure that a SiteCatalyst Success Event is being set for every successful Website Registration.  Once this is in place, you will want to talk to your Account Manager or ClientCare and tell them to enable Participation for the Website Registration Success Event.  As I covered previously in the Participation blog post, when Participation is enabled for a Success Event, Omniture will track every page in the flow leading to that Success Event and give each page “credit” for the success.  Over time, the pages that are the most often in the flow, or participating, in the eventual Website Registration will have high Participation scores and those that do not, will have low Participation scores.  Once Participation is enabled and has run for a while, you will see a report that looks like this:

Participation_SC

While this is optional, from here, I like to download this data to Microsoft Excel or pull into into Excel using the ExcelClient so I can re-sort the data and create any totals I need.  In this case, I look and see that by the time I get to the 32nd page on my site, each page is participating in fewer than 1,000 of my 45,560 total Website Registrations  taking place in this time period.  Now it is important to keep in mind that many of the pages below the 31st page may have been in the flow of the top pages that led to success, but the data suggests that they were critical less often than other pages (for this particular Success Event).

Participation_Excel

If this website had 15,000 total pages, you could inform your web team that 31 website pages (.2%) accounted for the majority of your 45,560 Website Registrations.  This begs the question as to what purpose the other 14,969 pages are doing!!  However, I would not suggest you use this data to immediately start cutting pages from your website since there may be other purposes served by many of these pages, but rather, I do think it is reasonable to have an intelligent conversation about which pages should stay and which should go.  My philosophy is that a website is comprised of a set of KPI’s and pages help achieve those KPI’s, so if you can show that a page is not “Participating” in any of the top KPI’s, then it may just be taking up space (like that 80’s t-shirt that no longer fits!).  You may even find that this type of analysis leads to a smaller, simpler version of your website, which in turn makes the lives of your web developers much easier and allows them to spend more time on the pages that do matter!

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.


Custom Search Success Events

Posted on August 13th, 2009 by Adam Greco  |  2 Comments »

I know many Omniture clients that spend much of their time using SiteCatalyst for SEO and SEM tracking.  If you are one of these clients, the following will show you a fun little trick that you can use to improve your Search reporting by setting custom Search Success Events.

That Darn Instances Metric!
As a Search marketer, you tend to spend a lot of your time in the various Paid and Natural Search Engine reports within SiteCatalyst.  While in those reports, you would normally use the out-of-the-box “Searches” metric for most of your reporting.  If you stay in the Search reports, life is good, as you can use the Searches metric and any other Success Event to see what success takes place after visitors arrive from a particular Search Engine or Search Keyword.  For example, here is a report that shows Searches and Form Completions coming from various Search Engines:

customsearch_1

However, as I blogged about a while back in my Instances post, the Searches metric is really a really a renaming of the dreaded SiteCatalyst “Instances” metric.  Why is that bad?  It means that if you need to see Searches in any other Conversion Variable (eVars) report, you are out of luck.  For example, let’s say that your boss wants to see a report that shows Searches and Form Completes (and possibly a Calculated Metric that divides the two) by Site Locale (each country in which you do business).  To do this, you would open the Site Locale eVar report and add Form Completes, but guess what…there is no “Searches” metric to add to the report since it only exists in the Search Engine reports!  Rats!

Let’s say you are an eternal optimist and you say, darn it, I can solve this!  I’ve read all of Omni Man’s blogs and there has to be a way to do this.  After pouring over past blogs, you finally arrive at the perfect answer!  I can use Conversion Subrelations to break the Search Engine report down by Site Locale while the Searches metric is in the report!  So you go back to the Searches report shown above and realize that all you have to do is use the green magnifying glass icon to and break the report down by the Site Locale eVar (which BTW will only work if Site Locale has Full Subrelations enabled).  I’m a genius, you think to yourself!  Then you wait for the report to load…brimming with anticipation only to see this…

customsearch_2

Yuck!  What’s up with all of the “n/a” values?  Foiled again by the darn Instances metric!

Don’t Panic!
Don’t be so hard on yourself since if you got that far, you are ok in my book!  Just consider this a well earned lesson on why you have to be careful around any Instances metric (don’t fall for the same thing with Product Views!).  As always, I don’t like to just present problems since the Omni Man is all about solutions!  To solve this enigma, we have to find a way to get around the Instances metric.  At a high level, the solution is to set custom Success Events when visitors arrive at your site from a Search Engine.  I usually set a Natural Search, Paid Search and Paid + Natural Search metrics.  This can be done in several ways, but the easiest way is through the Unified Sources Vista Rule or the JavaScript equivalent known as the Channel Manager Plug-in (I recommend talking to Omniture Consulting about implementation details).  Regardless of how you implement it, once you have true custom success events set when visitors arrive from a search engine, you can use these success event anywhere within Omniture SiteCatalyst which means that you can now create the report you were looking for above like shown here:

customsearch_3

The following are some other advantages of using a custom success events for Searches:

  1. You can use these metrics in Calculated Metrics (i.e. Shopping Cart Additions/External Natural Search) without having to rely upon the ExcelClient
  2. You can create Alerts on Paid or Natural Search metrics
  3. You can add some cool SiteCatalyst Plug-ins or advanced features to the new Custom Search success events that make them even better than the out-of-the-box Searches metric (i.e. Avoid back button duplicate counting by using the getValOnce plug-in or Event Serialization).
  4. You have an easy way to create a metric report for Searches (see below) and add it to a SiteCatalyst Dashboard

customsearch_4

The only caveat I will give you is that the new custom Search metrics will probably never tie exactly with the out-of-the-box metrics, but in many cases you can make them more accurate and useful.  If SEO/SEM is something that is important to your organization, I suggest you talk to Omniture Consulting and give it a whirl…  Let me know if you come up with any other cool uses for this functionality…

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.


Classifying Out-of-the-Box Reports

Posted on August 10th, 2009 by Adam Greco  |  1 Comment »

While there are many great out-of-the-box reports in Omniture SiteCatalyst, there is one key limitation to them that can cause problems from time to time.  This limitation is that you cannot apply  SAINT Classifications to out-of-the-box reports.  In this post, I will demonstrate why this can cause issues and how I get around this limitation.

What’s The Big Deal?
So you cannot classify some out-of-the-box reports.  What’s the dig deal?  Let me show you a real-life example of where this limitation comes into play.  Let’s imagine that your boss tells you that he needs to see a weekly report of the top 25 Natural Search Keywords leading to Site Registrations.  No problem!  Simply open the Natural Search keywords report, add the Site Registrations Success Event and schedule the report for delivery (easy enough!).  However, the life of a web analyst is never that easy.  Next your boss says that he needs to see the same weekly report, but broken out by Branded vs. Non-Branded Natural Search Keywords.  Uh oh!  Now you have a problem.  Your first thought is to use the ExcelClient to download the Natural Search Keywords report and then use a pivot table to group each Keyword into Branded vs. Non-Branded buckets.  However, you soon realize that this will soon become a maintenance nightmare as you will have to manually do this each week and there isn’t an easy way to distribute the report to all Omniture users like you can through a SiteCatalyst Dashboard.  So next, you recall reading a [brilliant] blog post about Classifications and realize that the easiest thing to do would be to classify the top 200-300 Natural Search Keywords and then add the Branded vs. Non-Branded Classification version of the report to a SiteCatalyst Dashboard.  This would only require a one-time work effort and barely any maintenance.  Problem solved!  However, when you go to the Admin Console to add a Classification to the Natural Search Keywords report, you soon discover, that there is no way to do this (why, Omniture why?).  The inability to classify this report can have a real negative impact on end-user adoption, which is why at times, this can be a big deal.

But this is not the only place where this limitation can haunt you.  Another common example, is the Visit Number report.  It is pretty cool that you can look at the Visit Number report and add a Success Event metric and see what percentage of success takes place within the first visit, second visit, etc…  But if your site has a “long tail” it may take many visits for success to take place.  How would you like to present your boss with a report about Internal Searches that looks like this:

Custom_OOB_VisitNum

While not the worst thing in the world, this report does not provide an easy way to perform analysis, nor does it “tell a story” at an executive level due to its level of granularity.  However, if you could classify the Visit Number report, you could create a more functional report like this:

Custom_OOB_VisitNum2

Here we can more easily see that the bulk of Onsite Searches are being conducted by first timers and those who have been on the site many times which can lead to follow-on questions.

The following are some of the places where I have run into this limitation:

  1. Search Keywords
  2. Search Engines
  3. Visit Number
  4. Referrers/Referring Domains
  5. GeoSegmentation Country, Region, City, etc…

The Workaround
So if this limitation has affected you or you could see how it might in the future, how do you get around it?  Thankfully, the solution is very easy if you know what you are doing.  To get around this problem, all you need to do is to use JavaScript (or in some cases a VISTA Rule)to copy the values stored in these out-of-the-box reports into regular Traffic Variables (sProps) and Conversion Variables (eVars).  By duplicating this data into custom variables, which can be classified, you can use the Menu Customizer to steer your users to the custom versions of each report (which contain the Classification) instead of the out-of-the-box versions.  I have seen this quick/easy solution help clients turn otherwise unused reports into versions that are popular amongst SiteCatalyst end-users.

Enjoy!

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.

My Favorite v14.6 New Features

Posted on August 6th, 2009 by Adam Greco  |  4 Comments »

A few weeks ago, with the release of SiteCatalyst v14.6, there were a few interface features added that people like me have been requesting for a long time.  While there were many new items released, two of the more simple ones can go a long way to making the lives of power users easier.  Below is a quick description of these two enhancements and why I like them.

Send Link
Have you ever worked hard to create a beautiful report in SiteCatalyst and wanted to share it with others at your company?  To do so, you usually have to save it as a Bookmark or to a Dashboard and then share that Bookmark or Dashboard and then tell users how to find it and add it to their list of Bookmarks or Dashboards.  Alternatively, you could send it to them in PDF/Excel/CSV format, but then they cannot manipulate it (change the dates, add different metrics, etc…).  Well all of that is a thing of the past now since you can now easily send a link to the exact report you are looking at to one of your peers.  The only prerequisite is that they have a log-in to SiteCatalyst and have security access to the report suite and variables used in the report.  This is a real time-saver and I think will be useful in driving SiteCatalyst adoption by getting people into the tool to explore vs. always looking at reports sent via e-mail.

To send a link to a report, simply click the new icon found in the toolbar…

14_6_SendLink

…and you can copy this link and send it to people at your organization.  I was told that these links would be good for a year which should be plenty of time.  The way I am excited to use this feature is in PowerPoint presentations where you can put a screen shot of a report and then make the entire screen shot image a hyperlink to the real report so when you are presenting you can easily dive right into the report without having to fumble around to find different reports when you are short on time and/or in front of executives.

My only complaints/enhancement requests of this new feature are as follows:

  • I would like to be able to have this feature for Dashboards as well
  • It would be cool if you could e-mail the link to SiteCatalyst users be picking names from an address book since they all exist in the Admin Console anyway.  Even better if you could set-up some groups for people who you commonly e-mail
  • In the future, it would be interesting if you could send the link to a Publishing List which would show the same report, but for a different report suite to different groups of people (however, this would mean you need to check a box to determine if the link is variable or not like Dashboard reportlets)

Update Dashboard Reportet
The second new feature I love is the ability to update Dashboard reportlets.  Using this feature, you can now make changes to a Dashboard reportlet much more easily than in the past.  Previously, to update a Dashboard reportlet, you would have to:

  1. Open the Dashboard
  2. Launch the reportlet into full view
  3. Make your changes
  4. Click to add the new version back to the Dashboard
  5. Update the reportlet settings
  6. Wait for the Dashboard to open
  7. Delete the old version of the reportlet
  8. Move the new version to the correct space (phew!)

Now you can accomplish the same thing by doing the following:

  1. Open the Dashboard
  2. Launch the reportlet into full view
  3. Make your changes
  4. Click the new link (shown below) to update the Dashboard reportlet

14_6_Reportlet

As you can see, this is much easier and much more intuitive for end-users.  In addition, you can even change report suites and view the same reportlet for a different data set and update it and it will be saved back to the Dashboard tied to the new report suite!  Very exciting for Omniture guys like me!

Well those are my two favorite enhancements, but I know there were many more made.  Let me know if you agree/disagree that these two items are useful or if there are other feature updates that you have found useful or if you have additional suggestions on how these two can be improved (maybe Omniture Product Management will end up reading these!).  Thanks!

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.

Page Type Pathing

Posted on August 2nd, 2009 by Adam Greco  |  No Comments »

When using Omniture SiteCatalyst, Pathing analysis is one of the truly unique things that is not easily replicated by other analysis tools.  While your company can find a way to track how often each of your key Success Events are taking place, you would be hard-pressed to get data warehouse tools to duplicate the Pathing analysis available in SiteCatalyst.  However, too many Omniture clients are limited in their thinking when it comes to Pathing, relegating it to Pages or Site Sections.  In past blog posts I have covered a few unconventional ways to use Pathing (i.e. Success Event Pathing), but there are many more ways to leverage Pathing.  In this post, I will show you one of my favorite uses of Pathing – Page Type Pathing.

What is Page Type Pathing?
So what is Page Type Pathing?  To fully understand it, I need to put it into context.  Imagine you are a web analyst at a company and your boss comes to you and asks “What is the fallout of visitors starting from the Home Page and then navigating to Product Pages, then Product Sign-up Forms and finally the Product Form Thank You Page?”  Well that sounds easy enough, but is it?  You can create fallout reports from each product, but what if you have hundreds of products?  You can look at Site Sections, but you may have many of those as well.  After a while, you may resign yourself to creating a massive dashboard with fallout reports for each product.  Just then, your boss reiterates that what she wanted was a fallout of all of the steps for all of the products in one overall fall-out report (and she wants it every week from now on!).  Besides learning the valuable lesson that you should always ask more questions before doing analysis, you are bummed because you don’t know how to do this other than manually add together all of these individual fall-out reports.

What your boss is asking for is what I call Page Type Pathing.  This is the ability to deconstruct your website so that you group all of your pages (or at least your key ones) into buckets that represent page types.  I think of it in the same way that species are grouped into classes like mammals or amphibians.  Many executives don’t have time or care about page or section-level Pathing since it contains too much “noise” (and they have limited attention spans!).  By lumping pages into a small number of meaningful page types, you can take a step back and see a 50,000 foot view of where people are going on your website.  Sometimes, page-level Pathing can make it hard to see that 30% of your visitors go from the Home Page to Product Pages since all you can see is individual page paths to product #1 or product #2.  By implementing Page Type Pathing you can end up with a new pathing report that looks like this:

PageTypePathing_NextFlow

Plus, since having Pathing enabled allows you to see all Pathing reports, you can create high-level Fallout reports using the same Page Type Traffic Variable (shown here in Discover):

PageTypePathing_Fallout

Implementing Page Type Pathing
So how do you do this?  There are actually a few different ways to do this so how you implement it will depend upon which Omniture products you have and your ability to get tagging done at your organization.  I will outline the ways I recommend doing it, but there may be other ways.

The Old Fashioned Way
The most straightforward way to implement this is to create a new Traffic Variable (sProp) on every page and pass in the value that you have chosen as the Page Type for that page.  Obviously, you need to identify what you think your Page Types are ahead of time.  The values I recommend as Page Type Values are: Home Page, Product Page, Registration Page, Search Results Page, Checkout Page, Thank You Page, Content Page, etc…  However, setting a new sProp on every page can be a tagging nightmare as many of you can attest to if you have worked with IT to clean up your Page Names.  If you have a good Content Management System (CMS), you can add Page Type as a required meta-data field (be sure to make it a picklist!) for website pages and have your content owners enter it for each page.  But if getting tagging done is too difficult or you have too many pages to make the CMS approach feasible, go on to the other options…

Discover
If your company is lucky enough to have Omniture Discover, it is your lucky day!  Implementing Page Type Pathing in Discover can be done in less than 24 hours if you know what you are doing (or reading this blog!).  One of the benefits of Omniture Discover is that you get Pathing on SAINT Classifications which is not possible in SiteCatalyst. Therefore, if you create a “Page Type” Classification of the Page Name sProp, you can simply use Microsoft Excel to fill in a Page Type value for each page on your site and upload it using SAINT.  The next day, after Discover processes its data, it will pick up that new Classification and presto, you have Page Type Pathing in Discover!  Just be sure to thank the person at your organization who got you Discover or maybe you can use this as a reason to get it!

DB Vista
If tagging or CMS aren’t options and you don’t have Discover, what then?  Don’t despair, I won’t leave you in a lurch.  You can use Omniture’s DB Vista tool to get Page Type Pathing working.  Simply create a spreadsheet like described in the Discover approach above, but when you are done, tell your Omniture Account Manager that you would like to purchase a DB Vista Rule in which you upload a table of Page Type values for your Pages and have the DB Vista rule do a lookup on this table and pass the Page Type value to a Page Type sProp on every page.  As you add new pages to your site, you simply upload new rows to the DB Vista table.  There is a nominal charge for DB Vista rules, but it is worth it.

So there you have it, Page Type Pathing in a nutshell.  Once you have this functionality working you will be amazed by what you can learn about how people are navigating your site and I have seen it used by companies to drastically simplify their website with great results.  Finally, don’t forget to combine this functionality with segments using Advanced Segment Insight (ASI) or Discover so you can see the same cool Page Type Pathing reports for 1st time visitors, people from Google, etc…

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.

Welcome (or Welcome Back)

Posted on August 2nd, 2009 by Adam Greco  |  14 Comments »

So here I go again (cue Whitesnake music!)…  Many of you reading this will have read my blog posts from my Inside SiteCatalyst blog on the Omniture website.  For those who are new, let me take a quick moment to introduce myself.  My name is Adam Greco and I am a web analytics guy who has worked with Omniture SiteCatalyst for longer than I’d like to admit.  I was one of Omniture’s first financial services clients when I managed the website for the Chicago Mercantile Exchange.  For the past four years I have worked on Omniture’s Best Practices Consulting team where I had the pleasure of working with different top tier clients across the globe.  Most recently, I have decided to “keep it real” and go back to being an Omniture client and do what I do best by helping my new employer (Salesforce.com) get the most out of their investment in Omniture products.  While at Omniture, I routinely spoke at annual Customer Summits and showed people how to push the limits of Omniture SiteCatalyst which led to me creating the aforementioned blog.

In the past year on the Inside SiteCatalyst blog, I covered the basics of SiteCatalyst, approaching it from an educational standpoint, so people using the product daily could learn how to take advantage of every feature in the product.  If you are new to SiteCatalyst, I highly recommend you start with my first blog post and read them in sequential order, as they provide a good foundation to build upon.  My goal in this blog is to continue with the educational spirit of my old blog, but to also delve deeper into more advanced techniques and practical solutions.  I received tremendously positive feedback from my last blog and hope that enthusiasm carries into this new blog.  If there is anything that you would like me to cover, please e-mail me at adam@the-omni-man.com.  To be sure you don’t miss any of my tips and tricks, I highly recommend that you use the e-mail subscription feature (I promise – no SPAM!) so you will be notified when new posts are released.  You can also follow me on Twitter by clicking here.  Thanks and enjoy!

Adam Greco is the Director of Web Analytics at Salesforce.com.  You can read his previous Inside Omniture SiteCatalyst blog at http://blogs.omniture.com/author/agreco/ and can follow him on Twitter at http://twitter.com/adamgreco.  To be alerted to new blog posts, I recommend subscribing to this blog via e-mail using the tool provided on the top-right of this page.  Please send questions and comments to adam@the-omni-man.com.

Please note: I am no longer an employee of Omniture and the content/views expressed here are my own and not those of Omniture.