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Configure Variables in the Report Suite Manager

Learn to configure variables and events in Report Suite Manager, ensuring that reports, dimensions, and metrics have the right names and behavior.

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Transcript
Hey everybody, this is Doug. In this video I want to show you how to configure the variables in your admin console for ÃÛ¶¹ÊÓÆµ Analytics. And you’ll see that’s where we are here in ÃÛ¶¹ÊÓÆµ Analytics, in the admin console, in the report suite manager. So if you go into analytics, you can go to all admin. Maybe I’ll just back up here and show you how I got here. And then you can go down to report suites. And that’s where I was. So then go ahead and choose your report suite. I’m going to choose this one that I just created right here. And then I can get going and start configuring the variables. Now what am I talking about and how do I know how to configure the variables or which ones, etc. So I’m going to jump over here to this business requirements document and solution design. So sometimes they are different documents and sometimes they’re the same. This is just, you know, different tabs in one document. So I’ve got some business requirements here about what I want to track. And there’s kind of a list here. I don’t need to go through those on this video. But here’s my requirements tab. And then I have other tabs here for setting up the EVARS and defining those, these variables, the props, if I’m going to use those, as well as the custom events, also known as conversion events. And, you know, there’s other things in here, metrics, segments, you know, requirements, a glossary, etc. So I’m just going to jump over here to, again, this custom events section, because really what we’re going to do in the admin console here is configure the events, the EVARS and the props. So let’s start with events. So we just need to understand, you know, what are we going to use for these different events, page name or page view, excuse me, we’re going to, you know, use event two to count the number of promotional signups, event three to count the number of internal campaign clicks, etc. So we’ve got all these, I’m clearly not going to set all of those up today in this video. But, you know, you might have a number of them, you might have more than this. So we’ll be jumping back and forth. Here we go. And again, I’ve selected my report suite. And I go up here to edit settings, mouse over that, go to conversion. And this is where I can find the success events or conversion events, it’s the same thing, select that. And we come in here for this. And you can see that in addition to, you know, six events here that they have set up right now, there are also some pre named standard events. So especially for retail. So if you want to leave these alone, it’s great. If you want to use the word, you know, revenue and orders and units and those kinds of things, you can leave those. If you want to change the name of it, you can. If there are ones that you’re not going to use, maybe you’re not going to use a removal from the cart. So in that case, you can go to visibility here and change it to be hidden everywhere, etc. So it’s not clogging up the interface. So if there are any of those you’re not going to use, you can hide those. Up here, you know, I had more than that over in the SDR. And so as you need more of those, you can enable new ones. If I click Add New, we’ll, you know, add another one here and I can add those. Or I can show, you know, 100 at a time, really. So in any case, the first one was for a page view event. So all I really have to do is select that, type that in page view event. Oops. There we go. Okay. And I can just be done by changing the name of it. Or if I need to change any of these other items along here, I can change those as well. With a simple counter of a page view event, this counter is fine. This no sub-relations is old stuff. It doesn’t matter if you’ve seen here, you can choose either counter or counter no sub-relations. It doesn’t matter which one of those you select. If the one you’re going to select or if the event you’re going to describe in here is either a currency type or a different kind of a number where you might be using decimals, then you can choose numeric for that. I would say in most cases, your events are going to be counter. So you can just leave them as counter, no sub-relations or you can change if you’d like to just counter like that. Again, then I can go back and I can say, oh, the next one is promotional signups. Maybe I’ll just even copy that and jump back over and put that name in like that. And some people do like to put in this E2 for event two, you know, and put that in each of those. So you can choose how you want that to show up in the interface. If you think it will help your users to put, you know, this E2 for an event two, then you can leave that in there. So you get the idea. You can add new ones and as many as you want here and keep going and set all those up. Okay. Now I’m going to go ahead and save those. Yep. I want to save those. Okay. Those are saved. And now I want to go ahead and jump over to my EVARS. So these are the variables that typically hold string values. As you can see here, the domain, the previous page, the page name, the site section, et cetera, all these events or all these variables. So we can see, I want to put the domain into EVAR one. And so I can jump back over and I can go to edit settings now, mouse over, conversion and go to conversion variables. And once again, they have a few of them set up here already, but you know, I’m going to change those as I know I want the page view. That was right, right? No, the domain, excuse me. Page name is on EVAR three. So I want the domain. In fact, I’ll go ahead and just copy that like I did before. And I’m going to put that one in the name of EVAR one right here. I’ll leave the V one in there. So we know that it’s an EVAR again, not necessary, but some people like to do that. It is a text string. We want to leave it as enabled can put a description in it if you want to, et cetera. Here’s one that’s really important, the allocation and also actually the expiration as well. So EVARs can retain a value for longer than one page. And so you want to say in this case, how long do you want to hold that domain in this variable if no other domain is set? So in this case, you can hold it for the visit, but you know, as long as it’s being populated on every page, then you can also change this to a hit level. Or as you saw down below, I can even use the page view event, this event that I set up. So I’ll just kind of leave it on the hit value there, which is basically a page view. So I’ll leave that like that. I want the most recent value. So I’m going to leave that and then I can move on and set other ones up as well. Now, as I expand those, you’ll see that those few are enabled and I can change the name and do what I did right there. As I jump back over and I have previous page, that’s a page by page thing. Obviously a page name is a page by page. The site section is also page by page. So those would be very similar to the one that I set up. Just change the name on these other ones, you know, that are past number four, you’re going to have to set them to be enabled. But you know, those, those ones are basically the same as this. And you’d want to set the expiration as a hit. And the allocation is the most recent. What I’d like to show you before I let you go here is something like an internal campaign code. So if you’re going to track what people click on, you have a little campaign that pops up. And you want to see if that affects the conversion events, then we know we want to save it for longer than one page view. So I’m going to go ahead and set EVAR 5 to internal campaigns. So going back over, we know it’s number five, I’m going to click add new. It’s going to give me number five down here. And it’s disabled right there. So I need to change that. So let’s enable it. Let’s did I copy that one? Let’s make sure that I did. And jump back over, put that value in here, the internal campaign, it is a text string. But I want this to expire after the visit. So I like that one right there. Because when they click on an internal campaign, I want to hold that value to see if any time during that visit, they you know, sign up or they buy something or whatever they’re going to do whatever I want them to do based on this internal campaign. If you wanted to save that value longer than the visit, and to see you know, if they click on this, I want to see if they actually then do the conversion event, you know, for the next month, well, we can go in and say let’s change that and we’ll hold that value for a month. And in case they click on, you know, a different internal campaign, then you can decide how you want to allocate that give all of the credit to the most recent one, give all the credit to the first one they clicked on, or share the credit between everything they’ve clicked on, for example, during that month, and attribute the value of that conversion event to the different values. Okay, so I’ll leave most recent that is definitely the most common value to use. And then we’ll save that. And once again, hit OK. And again, going back, you’ll see that I have a lot of those to set up. And so in this case, where I have 24 of them, I would need to go back and add new, add new, add new, or I can just hit this, where it says show me one through 50. And that way, I don’t have to keep clicking on Add New. And I can set those all up, and then save those. The last thing I mentioned over there was the props section. So if you’re going to use these props, then the place that you do that is I’m going to go through here and we go ahead and hit Save. That’s why I get back to here. And I can go to Edit Settings. And the props are in Traffic, Traffic Variables. So here is where I set up the props. Again, I can set up more than just these five. And so this is where again, you go in, having looked at your SDR here, and look at all the things that you want to set up with your props, your EVARs, your events, and go ahead and go back to your Reports View Manager in the Admin Console and set those up so that those variables will be processed correctly and so that the reports will be named correctly. Hope that was helpful. Have a great day.
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