Difference between revisions of "ATC/Current/AdminGuide/Web tracking"
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|DisplayName=Web tracking | |DisplayName=Web tracking | ||
|TocName=Web tracking | |TocName=Web tracking | ||
− | |Context=Configure how {{MINTYDOCSPRODUCT}} tracks visitors as they move through your website | + | |Context=Configure how {{MINTYDOCSPRODUCT}} tracks visitors as they move through your website. |
|ComingSoon=No | |ComingSoon=No | ||
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud | |Platform=PureConnect, GenesysCloud, GenesysEngage-cloud | ||
|Prereq='''Prerequisites''' | |Prereq='''Prerequisites''' | ||
− | *[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:] | + | *[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:] |
**'''Journey '''>''' Settings''' > '''Edit''', or '''View''' | **'''Journey '''>''' Settings''' > '''Edit''', or '''View''' | ||
*Deploy one of the following: | *Deploy one of the following: | ||
− | **For Genesys Cloud customers using web messaging, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Messenger_configuration|display text=configure and deploy Genesys Messenger}}. | + | **For Genesys Cloud CX customers using web messaging, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Messenger_configuration|display text=configure and deploy Genesys Messenger}}. |
**For all other customers, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=deploy the tracking snippet}}. | **For all other customers, {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Tracking_snippet|display text=deploy the tracking snippet}}. | ||
|Section={{Section | |Section={{Section | ||
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|Media=Image | |Media=Image | ||
|image=WebTracking.png | |image=WebTracking.png | ||
− | |structuredtext=#In Admin in Genesys Cloud, open the '''Global Settings''' page and then click the '''Tracking Settings''' tab. | + | |structuredtext=#In Admin in Genesys Cloud CX, open the '''Global Settings''' page and then click the '''Tracking Settings''' tab. |
#Specify the [[#AllowedDomains|allowed domains]].{{NoteFormat|Initially, configure only the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_tracking|anchor=AllowedDomains|display text=allowed domains}}. Then use {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Live_Now}} to verify that {{MINTYDOCSPRODUCT}} is tracking events. After basic tracking works, configure the rest of the web tracking settings.|2}} | #Specify the [[#AllowedDomains|allowed domains]].{{NoteFormat|Initially, configure only the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_tracking|anchor=AllowedDomains|display text=allowed domains}}. Then use {{Link-AnywhereElse|product=ATC|version=Current|manual=AdminGuide|topic=Live_Now}} to verify that {{MINTYDOCSPRODUCT}} is tracking events. After basic tracking works, configure the rest of the web tracking settings.|2}} | ||
#Specify any {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_tracking|anchor=ExcludeIPAddressesses|display text=excluded IP addresses}}. | #Specify any {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Web_tracking|anchor=ExcludeIPAddressesses|display text=excluded IP addresses}}. | ||
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|Media=Image | |Media=Image | ||
|image=AllowedDomains.png | |image=AllowedDomains.png | ||
− | |structuredtext={{ | + | |structuredtext={{NoteFormat|1=To configure the allowed domains if you are a Genesys Cloud CX customer using {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_web_messaging|display text=web messaging}}, see "Restrict domain access" in the [https://help.mypurecloud.com/articles/?p=239328 Deploy Messenger] article in the Genesys Cloud CX Resource Center.|2=}} |
− | + | Identify the website domains from which to accept web traffic. | |
− | |||
− | Identify the website domains from which to accept web traffic. | ||
{{NoteFormat| | {{NoteFormat| | ||
* Include only domain and sub-domain labels. Do not include other "/paths" after the domain. | * Include only domain and sub-domain labels. Do not include other "/paths" after the domain. | ||
* {{MINTYDOCSPRODUCT}} validates your domain entries and, if any are incorrect, displays an error message. | * {{MINTYDOCSPRODUCT}} validates your domain entries and, if any are incorrect, displays an error message. | ||
− | * '''NEW:''' This list of allowed domains should match the {{Link-Standalone|topic=ATC/GPEandWidgets|anchor=Genesys | + | * '''NEW:''' This list of allowed domains should match the {{Link-Standalone|topic=ATC/GPEandWidgets|anchor=Genesys Cloud CXNotes|display text=list of allowed domains for the widget}}.|}}<br /> |
|Status=No | |Status=No | ||
}}{{Section | }}{{Section |
Latest revision as of 21:28, November 9, 2021
Contents
Configure how Genesys Predictive Engagement tracks visitors as they move through your website.
Prerequisites
- Configure the following permissions in Genesys Cloud CX:
- Journey > Settings > Edit, or View
- Deploy one of the following:
- For Genesys Cloud CX customers using web messaging, configure and deploy Genesys Messenger.
- For all other customers, deploy the tracking snippet.
Configure web tracking
- In Admin in Genesys Cloud CX, open the Global Settings page and then click the Tracking Settings tab.
- Specify the allowed domains.TipInitially, configure only the allowed domains. Then use Live Now to verify that Genesys Predictive Engagement is tracking events. After basic tracking works, configure the rest of the web tracking settings.
- Specify any excluded IP addresses.
- Specify the short ID length.
- Specify any URL query parameters for Genesys Predictive Engagement to ignore.
- Indicate whether Genesys Predictive Engagement should keep URL fragments.
- Specify any site search settings.
- Save your changes.
Allowed domains
Identify the website domains from which to accept web traffic.
- Include only domain and sub-domain labels. Do not include other "/paths" after the domain.
- Genesys Predictive Engagement validates your domain entries and, if any are incorrect, displays an error message.
- NEW: This list of allowed domains should match the list of allowed domains for the widget.
Exclude IP addresses
You can designate IP addresses for which you don't want Genesys Predictive Engagement to generate web events. For example, when you don't want to track visits from internal users.
- This feature works in addition to whatever blocking your corporate IT department does to block external traffic (for example, from competitors, robo-spammers).
- You can add up to 10 IP filters.
- If you are not sure what IP addresses to exclude, check with your network administrator and watch incoming traffic on your website logs.
- IP filtering works only when Genesys Predictive Engagement processes web beacons. Therefore, you cannot use this setting to block Genesys Predictive Engagement's tracking of custom events.
To block an IP address, add it to the list of IP addresses to exclude.
IP filter: Specify either a single IP address or use CIDR notation to specify a range of IP addresses.
- Genesys Predictive Engagement supports both IPv4 and IPv6 protocols. For IPv6, Genesys Predictive Engagement supports the shorthand and expanded version.
- IP examples
Reference name for the IP filter: Specify a recognizable name for the IP address.
IP examples
Valid IP addresses (IPv4)
Valid IPv4 CIDR input follows the format: <A valid IPv4 address>/<A number from 0-32>.
Good examples | Bad examples |
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Valid IP addresses (IPv6)
Valid IPv6 CIDR input follows the format: <A valid IPv6 address>/<A number from 0-128>.
Good examples | Bad examples |
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Short ID length
Genesys Predictive Engagement assigns each visit a unique number based on a lengthy, automatically-generated ID. In the Short ID box, specify the number of digits for Genesys Predictive Engagement to use for each visit ID.
Choose a short ID length that is long enough to be unique among all visitors that are active on your website currently. The more traffic your site gets, the longer your short ID should be. For example, if you always have less than 10,000 visitors at any time, a short ID length of 4 will suffice. If you could have more than 100,000 visitors at any one time, choose a short ID length of 6.
Exclude URL query parameters
Specify any URL Query Parameters for Genesys Predictive Engagement to ignore. URL query parameters appear near the end of URLs. They can lead to overly-specific tracking data. They also have the potential to expose personally identifiable information, which violates GDPR.
Keep URL fragments
You can configure whether Genesys Predictive Engagement uses URL fragments to identify web pages.
URL fragments appear after a URL. For example, in "predictive-engagement.com#pagename", #pagename is a URL fragment.
While URL fragments can identify specific webpages, they also have the potential to expose personally identifiable information, which violates GDPR. They can also result in an excess amount of tracking data.
Site search settings
Each time a visitor searches your site, the URL for your webpage changes. Since Genesys Predictive Engagement tracks URL changes, the information about each visitor's specific searches can appear as part of the customer journey data. You can see this information in Live Now under Searches performed. Your agents have a similar view.
To configure, in the Site search settings box type the URL parameter for search terms on your website. For example, suppose that when a visitor searches for "Sale," the string, “?term=Sale#search” appends to the end of your URL. In this case, type term in the Site search settings box.