Before you can create your first Campaign, you must have created some SiteSpect components to use in that Campaign. Metrics are one of the components you must create. A Metric is a behavior that you want to affect on your website. In many cases, this behavior consists of arriving at the purchase complete page, but it could be another page, such as the request-a-demo page, or an action such as submitting a form or clicking a button. Metrics allow SiteSpect to register that a user has taken a specified action or reached a Site goal. When a user arrives at a specified Metric, SiteSpect knows which Variations they saw. These instructions show you how to create a simple Metric.
To create a new Metric:
- Select New then Metric. The New Metric page opens.
Provide a name for the Metric. SiteSpect uses the Metric Name on the Metric List page as well as on reports. Metric names must be unique. This field is required.
Write a Description of the Metric. Write something that reminds you about the purpose of this Metric or other helpful details. This field is optional.
Hurting KPI Alert
SiteSpect can inform you when a Campaign is hurting the Key Performance Indicator (KPI) and this Metric is the KPI. When you turn this feature on, SiteSpect allows you to set levels for notification.
- Click On to turn on the Hurting KPI Alert. It is Off by default.
- In the Raise Alert When area of the page, click the edit icon (little pencil) in the upper right corner.
SiteSpect displays the Hurting KPI Alert dialog that lets you specify when an alert should be displayed.
- Use the visits field to determine how many visits have been exposed to the Variation Group before SiteSpect evaluates the Metric’s performance against the Control.
- In the % below the Control field, enter the percentage difference that triggers the alert.
- In the % significance field, enter the percentage significance that you want to use for the alert.
- Finally, enter the number of days to examine for the alert.
- Click Apply. When all of the conditions are met, SiteSpect displays an alert.
Tags organize objects into groups. For example, you may want to organize your Metrics by type such as Check Out or Product Page. You may also want to use Tags to group objects you are currently working on by creating a Tag with your name and applying the Tag to your objects. To add a Tag, start typing in the Tag field. If your Tag already exists, select it from the list; if not, click it as typed. Keep in mind that Tags cannot contain hash symbols (#), commas, or spaces. Tags are optional.
When to Measure (Triggers)
Triggers allow you to describe precisely when (or under what conditions) to track visitors to your site. When a visitor arrives at the location described by the Triggers, SiteSpect records that visitor's behavior. There are several different categories of Triggers:
- Server Side Triggers
- Page Source
- Request Payload
- Geo Location
- Visitor Behavior
- Page Category
- Client Side Triggers
Select the type of Trigger from the drop-down. Use the information in the topics on Triggers to determine which to use and how to complete the Trigger fields.
Metrics can have multiple Triggers. To add a Trigger, click the AND button on the right edge of the page. All Triggers must be satisfied in order to trigger the Metric.
To delete a Trigger, click the Minus button.
Capture a Custom Value
You can use a Metric to collect custom information about visits. This area is optional.
There are two types of Custom Values as follows:
Numeric Value: Captures a Numeric Value to help you understand the effect of the test on your bottom line. Order value is a good example. Use Numeric Values when you want to use the values you collect in a calculation of some kind in which numbers represent actual amounts. Do not collect User IDs with a Numeric Value type; IDs are considered by SiteSpect to be strings and not numbers.
Custom Variable: Captures values that describe your website's content and your user's experience. Learning what terms visitors searched for is a good example. You can use Custom Variables for segmentation and reporting. Collect User IDs with a Custom Variable because IDs are really strings and not numbers.
Capture From determines whether to capture the value from the body of the page or from the page URL.
Page Source: Looks for the value in the body of the page.
URL: Looks for the value in the URL.
Use the text field below this setting to enter the value you want to capture.
Default Metric for new Campaigns. When you select Default, SiteSpect adds this Metric to all new Campaigns.
Default KPI for new Campaigns. When you select KPI, you're saying that you want this Metric to be the ultimate conversion event that you are optimizing for within a Campaign. Examples are visitor checkout or sign-up.
Use in a Campaign Trigger or Audience to personalize the Campaign. When you select Personalization, SiteSpect allows you to use the Metric as a Trigger or an Audience in a Campaign.
Detect Outliers. When you select Outliers, SiteSpect collects extra data that allows you to remove unwanted noise from Campaign reports. Use a Reporting Segment (expert mode) to remove outliers from a report or apply smoothing with a Calculation. A Site can have at most five Metrics that detect outliers.
The Preview URL field contains the full URL for the page where you want the preview to begin. It contains, by default, the domain of the current Site. You can leave the default as is or type the full URL in the URL field, including the domain. Open the Advanced Settings area to see a few more Preview settings.
Metric Status Box
In the upper right corner of the Metric page, is a status box that presents some helpful information about the Metric.
When you create a Metric, its Status is Active, which means that it is available when you are creating a Campaign. To change its Status, select Make Inactive in the Metric Status box.
The Metric Status box displays the following information about the Metric:
- The date it was created.
- The date it was last edited.
- A link that brings you to an edit history of the Metric.
- An ID for the Metric, which you can use with our API.
- A number that tells you how many Campaigns use this Metric. This is an active link that takes you to a dialog that reports the names of the Campaigns this Metric is associated with.
- An active link to a statistics window that reports on several data points for this Metric.
Click the Show Advanced Settings link to open the Advanced Settings dialog for Metrics.
Click Save when you are done to save the new Metric. It is now listed on the Metric List page and is available for you to use while creating a Campaign.