D&B Web Visitor ID for Adobe Analytics Deployment Guide

Transcription

1 D&B Web Visitor ID for Adobe Analytics Deployment Guide VERSION 1.2 FOR ADOBE ANALYTICS JANUARY, 2017 Dun & Bradstreet is a trademark or registered trademark of Dun & Bradstreet, Incorporated. Other trademarks used herein are the trademarks or registered trademarks of their respective owners. This document is a work of authorship that belongs to Dun and Bradstreet, Incorporated and is protected by United States and foreign copyright laws and international copyright treaties. The use of the software and this Documentation is governed by the Dun and Bradstreet Incorporated software license agreement Dun & Bradstreet, Incorporated. All rights reserved.

2 Overview DUN & BRADSTREET WEB VISITOR ID Dun & Bradstreet curates the world s largest commercial database. This data gives our customers a competitive advantage that helps them pinpoint and target the right high value digital audiences, hone campaign segmentation, identify anonymous website visitors, and connect online and offline activities with accounts conclusively with our D- U- N- S Number, a unique business identifier. D&B Web Visitor ID embedded within Adobe Analytics identifies your anonymous web visitors to help you enhance website engagement and turn unknown visitors into leads. By uncovering truth and meaning from data, Dun & Bradstreet connects customers with the prospects, suppliers, clients and partners that matter most, and have since Nearly ninety percent of the Fortune 500, and companies of every size around the world, rely on our data, insights and analytics. ABOUT DATA CONNECTORS Adobe provides organizations with actionable, real- time intelligence regarding their digital strategies and marketing initiatives. Data connectors let you import tracking data from third- party applications into Analytics, so you can gather and use data from one central location. If you use one of the partner products, you can create an integration that imports the application data into marketing reports. Once integrated, you can generate reports that include data from your application. For example, an integration might use an e- mail partner to distribute an e- mail campaign. When visitors come to your website you want to know which ones came in response to your campaign. Data connectors integrate data from your partner into marketing reports so that you can determine the overall effectiveness of your campaign. PREREQUISITES FOR CONFIGURING AN INTEGRATION Before configuring an Adobe Data Connectors integration for your product, prepare the following: Have the necessary access credentials for the partner product account, with rights to access all data you want to integrate with marketing reports. You might want to create a special e- mail account for report distributors and for notification concerning the integrated operations. Identify the custom variables (evars) that hold your campaign information. This is commonly referred to as the campaign tracking code, but your organization might use some other terminology. Determine the events that you want to receive impressions and click data. You might want to rename the events accordingly. Place the appropriate code on your landing page so that Adobe Analytics can perform appropriate modeling with the data that comes from the partner product. Specific instructions for each partner product are found in the in the Data Connectors Showcase on the Resources tab. To fully activate an Adobe Data Connectors integration your account will have to have administrative privileges to the target Report Suite. Before configuring the D&B Web Visitor ID integration you must: Create a web property in Adobe DTM Create a Report Suite in Adobe Analytics prior to completing the D&B Web Visitor ID integration wizard. Request and receive an API key from Dun & Bradstreet Once you have those items complete, move on to the next step Dun & Bradstreet, Incorporated. All rights reserved. Page 1

3 STEP 1: SIGN IN TO DATA CONNECTORS 1. You must have a current account to log in. It is also recommended that you are familiar with marketing reports 2. Within Adobe Analytics, select 'Data Connectors' under the Admin' menu.! Ensure you have created a web property in Adobe DTM, a Report Suite in Adobe Analytics and have the API key from Dun & Bradstreet prior to completing the D&B Web Visitor ID integration wizard. ADD AND ACTIVATE NEW DATA CONNECTOR 3. Click on the +Add New button to add a D&B Web Visitor ID integration Dun & Bradstreet, Incorporated. All rights reserved. Page 2

4 4. Scroll down and find the D&B Web Visitor ID integration. You will find documentation and other resources to the right. 5. Click on the Activate button to start the D&B Web Visitor ID integration wizard. ACCEPT TERMS AND CONDITIONS Ensure you have created a web property in Adobe DTM, a Report Suite in Adobe Analytics and have the API key from Dun & Bradstreet prior to completing the D&B Web Visitor ID integration wizard. Accept the terms and conditions and click on the Create and Configure This Integration button to move on to the first step of the integration wizard Dun & Bradstreet, Incorporated. All rights reserved. Page 3

5 BEGIN INTEGRATION WIZARD Enter your D&B Web Visitor ID API key and . Click on the Save and Continue to Next Step button to move on to the second step of the integration wizard. SELECT evar Select the two evars you have activated/configured for capturing the D&B Web Visitor ID Dimensions Dun & Bradstreet, Incorporated. All rights reserved. Page 4

6 1. Click on the Save and Continue to Next Step button to move on to the third step of the integration wizard. 2. Review the Dun & Bradstreet Dimensions. The Dun & Bradstreet Auto Classification Rule Set handles the parsing of the Dun & Bradstreet Dimensions allowing the customer to preserve evars. 3. Click on the Save and Continue to Next Step button to move on to the review summary step of the integration wizard Dun & Bradstreet, Incorporated. All rights reserved. Page 5

7 REVIEW THE SUMMARY CONFIGURATION AND ACTIVATE Click on the Save and Continue to Next Step button to continue to the Next Steps dialog Dun & Bradstreet, Incorporated. All rights reserved. Page 6

8 ACTIVATE Click on the Activate Now button to continue to the Next Steps dialog Dun & Bradstreet, Incorporated. All rights reserved. Page 7

9 You can then configure Adobe DTM using your custom API key received from Dun & Bradstreet and the code below. STEP 2: ADOBE DTM AND ANALYTICS CONFIGURATION INTEGRATE ADOBE ANALYTICS You can integrate Adobe Analytics into this Digital Marketing Cloud example. To integrate Adobe Analytics, perform these steps: 1. Login to Adobe Analytics atsc.omniture.com. 2. Go to Admin, User Management, Users, Search for you name, Edit the profile. 3. Now search for Web Service Credentials. These are required for setting up Analytics by using DTM. Save User name and Shared Secret. ANALYTICS USER MANAGER SETTINGS Under Access, add Web Service Access to see credentials. INTEGRATE ANALYTICS INTO DTM Integrate Adobe Analytics into DTM by performing these steps: 1. Create a Web Property in DTM 2. Click Overview, Add Tool (Adobe Analytics). 3. Add Web User Credentials that you saved in Adobe Analytics (step 1). 4. Click Create Tool 2016 Dun & Bradstreet, Incorporated. All rights reserved. Page 8

10 Note: Web Username is different than Adobe Analytics User Name. Use the username and Shared Secret which was created during Analytics Step 2 here. 5. Add the Report Suite where you would like the data to be present. Add for both Production and Staging. 6. In the Library Management section: Code Configuration: Managed by Adobe Code hosted: In DTM Tracking variable: 7. Click Save Changes. (Note: It usually takes 1-2 hours to populate the reports with data.) 8. Use the production DTM library import code from the Embed section of the web property. You will need to insert the code into every page of your site that you want to manage Dun & Bradstreet, Incorporated. All rights reserved. Page 9

11 STEP 3: DEPLOY Note: D&B Web Visitor ID key and DTM library code URL need to be replaced with actual values obtained from D&B Web Visitor ID support and DTM. 1) In DTM, go to Adobe Analytics tool settings, select "Library Management" tab. In "Load libary at" check "Page Bottom". In "Code Configuration" check "Managed by Adobe". 2) Select "Customize Page Code". In "Execute" options select "After UI settings". Click "Open Editor" and paste the following code: s.contextdata["dnb_data1"] = sessionstorage.getitem('duns') + ":" + sessionstorage.getitem('companyname') + ":" + sessionstorage.getitem('companymsa') + ":" + sessionstorage.getitem('companycountry') + ":" + sessionstorage.getitem('parentduns') + ":" + sessionstorage.getitem('domesticultimateduns'); s.contextdata["dnb_data2"] = sessionstorage.getitem('ultimateduns') + ":" + sessionstorage.getitem('industrynaics') + ":" + sessionstorage.getitem('salesannual') + ":" + sessionstorage.getitem('employeesinalllocations') + ":" + sessionstorage.getitem('jobfunction') + ":" + sessionstorage.getitem('jobseniority'); 3) In the Rules tab of your web property: Select Page Load Rules. Click the Create New Rule button, Name the rule Header Code. In the Conditions, select Top of Page for the Trigger rule at option Dun & Bradstreet, Incorporated. All rights reserved. Page 10

12 In the Javascript/Third Party Tags select the Sequential HTML tab and click on the Add New Script. Name the tag DnB Header Code, select Sequentual HTML type, and paste the following code: <script type="text/javascript" src="//cdn- 0.d41.co/tags/dnb_coretag_v3.min.js"></script> <script type="text/javascript" src="//<your_api_key>.d41.co/sync/"></script> <script> try{dnbvid.getdata("<your_api_key>", "json", "t", function(dnb_data) { if (dnb_data.status == "200") { sessionstorage.setitem('duns', dnb_data.duns); sessionstorage.setitem('companyname', dnb_data.companyname); sessionstorage.setitem('companymsa',dnb_data.companymsa); sessionstorage.setitem('companycountry',dnb_data.companycountry); sessionstorage.setitem('parentduns',dnb_data.parentduns); sessionstorage.setitem('domesticultimateduns',dnb_data.domesticultimateduns); sessionstorage.setitem('ultimateduns',dnb_data.ultimateduns); sessionstorage.setitem('industrynaics',dnb_data.industrynaics); sessionstorage.setitem('salesannualnum',dnb_data.salesannual); sessionstorage.setitem('employeesinalllocationsnum',dnb_data.employeesinalllocations); sessionstorage.setitem('jobfunction',dnb_data.jobfunction); sessionstorage.setitem('jobseniority',dnb_data.jobseniority); } }); } catch (error){ console.log(e); } </script> Make sure to replace the <your_api_key> with the API key that Dun & Bradstreet provides you. 4) In the Rules tab of your web property: Select Page Load Rules. Click the Create New Rule button. Name the rule Footer Code. In the Conditions, select Bottom of Page for the Trigger rule at option. In the Javascript/Third Party Tags select the Sequential HTML tab and click on the Add New Script. Name the tag DnB Footer Code, select Sequentual HTML type, and paste the following code: <!- - WVID pixel- - > <iframe name=" dnbframe" height="0" width="0" frameborder="0" style="display:none;position:absolute;clip:rect(0px 0px 0px 0px)" src="about:blank"></iframe> 2016 Dun & Bradstreet, Incorporated. All rights reserved. Page 11