Enabling OmniChannel for a Site

Note: This step requires admin-level privileges. Contact an admin in your organization or contact the SiteSpect Help Desk at helpdesk@sitespect.com or +1-844-859-1900.

When you turn on OmniChannel, SiteSpect is able to identify a visitor using the OmniChannel Cookie across multiple devices or websites. Once you turn it on, you must then enable it for each Campaign in which you want to use it. To turn on OmniChannel Tracking:

  1. Follow the instructions at Turning on Features at the Site Level and select Enable OmniChannel.
  2. Set the OmniChannel Cookie Name on the same page. The cookie stores information about visitors and their devices.
  3. Select from optional and advanced OmniChannel settings

OmniChannel settings and configuration options

OmniChannel Cookie Regex

In addition to specifying your identifying cookie for Omnichannel, the OmniChannel Cookie Regex field lets you specify a regular expressions pattern to match on only the unique identifier portion of a multi-use cookie value.

OmniChannel Tagging Cookie

When enabling the OmniChannel Tagging Cookie feature, SiteSpect will add a new cookie with a hashed version of the primary OmniChannel cookie value. This cookie is persistent across visits, allowing SiteSpect to identify a user from a previous visit before they log in.

The name of this new cookie is configurable, with a default value of __ss_octc.

OmniChannel Assignment Override

The OmniChannel Assignment Override determines when OmniChannel assignment kicks in: does it reassign on the next visit or the next page view. Assuming the visitor was assigned to a Variation Group during a previous visit and that SiteSpect recognizes the visitor during a subsequent visit:

  • Selected: SiteSpect overrides the visitor's assignment and reassigns the visitor on the next page view.
  • Unselected: SiteSpect overrides the visitor's assignment and reassigns the visitor on the next visit/session.

Example:

A visitor logs in to their favorite website for shoes at the office and is assigned to a SiteSpect Variation Group. That visitor sees a specific experience.

The visitor goes home and visits the same website, but doesn't log in. SiteSpect does not know it's the same visitor and shows them a different experience. Then the visitor logs in to the website. Now SiteSpect recognizes the visitor. What the visitor sees next depends on the setting for OmniChannel Assignment Override.

  • If Override is selected, SiteSpect overrides the visitor's current assignment on the next page view and reassigns them to the Variation Group they were in when at the office.
  • If Override is not selected, SiteSpect overrides their current assignment upon their next visit.

Only allow Omnichannel reassignment once per visit

With this enabled, the Omnichannel assignment logic will make one OmniChannel reassignment per visit and will then stop evaluating the Omnichannel cookie value until the next visit. This setting maintains a consistent experience for a user, even when logging in and out of multiple accounts.

OmniChannel Assignment: Use CRC32

Checking this uses our upgraded assignment logic, which uses a CRC32 checksum and includes TestCampaign_ID to generate more random OmniChannel variation group assignments. This is the preferred setting when enabling OmniChannel for the first time. If you are already running OmniChannel campaigns, please reach out to your account team to coordinate an appropriate time to switch over.