Enhancement to SiteCatalyst Form Abandonment Plug-in and Reporting to improve its usage in 2 Stage

December 1st, 2011 9 Comments »

I had earlier written a blog post on “How do you Implement & Measure Form Performance and Conduct Form Analysis” which detailed about implementation part of form analysis plugin, However what I have observed, business owners are not sure how to make best use of them, due to couple of reasons.

  • Form Analysis are not accurate or does not collect most of the form data which are required.
  • Data looks junk or messed up or unable to read and understand to derive insights out of it.

Here is a 2 stage enhancement which I had made to one of my client to get form analysis plugin better and to make use of the data collected to derive insights out of it.

Enhancement to Plug-in:

Stage 1: Enhance the plug-in to read the form or form element not just with name but also by id attribute.

Plug-in developed by Omniture engineering team reads the form and its element based on its name attribute. However in many instances developer might omit adding name attribute or just add “id” attribute or visa-versa , in other words attribute usage might not be consistent.

Existing Plug-in code: form name and form element name are picked by name

Omniture Plugin

Changes made: form name and form element name are picked by name first, if name attribute is not available then its picked from id attribute.

Omniture Plugin

Stage 2: Enhance plug-in to track visitors who close the browser or click on a link without touching the forms.

What if, if the user lands on a page and closes his browser or clicks on any link move to a different page, Omniture plug-in will not track these scenario, a small change in the code will enable to track abandon due to browser close or click on a link without touching forms.

I am unable to show the test data here, but you can try doing these changes it works pretty well and data now looks lot more comprehensive.

Omniture Plugin

Enhancement to Reporting:

Now that we have data how do we use it?

Here is how the collected data will look like, it contains data like page name, form name, action status – all these in a single row?

Stage 1: Classify it

Form Placement

Lists out where different forms are placed

Form Name

List of forms in the entire site

Form Status

Action taken by the user, Abandon, No Data Entered etc.

Form Element Name

List of elements where visitor has just left after filling it up.

By classifying this way you can actually view data in different dimension and at the aggregated level as well. For example you can see the list of forms broken down by elements by action so it clearly states where does the max visitor are abandoning the forms.

Area of Improvements:
- More detailed level of tracking can be adopted depending on the level of analysis required, if the domain main objective are lead generation, through additional event usage data representation can be improved.

Stage 2: Automate the classification Process

- Unless classification process is automated its really pain in the neck to create SAINT Classification file every time we need to upload.

Please feel free to comment out your idea and inputs and how have you used this plugin to benefit your clients.

Interesting reads on form abandonment:

- Pradeep SV

Best Practices #2: Maintaining Meeting Notes Centrally using OneNote and SharePoint

November 1st, 2011 5 Comments »

All of us take meeting notes of each of our meeting and there are many ways we send out the meeting notes, sometime text format, sometime we send out the through mail and sometime on a word document.

If the meeting is one time meeting or one way meeting it make sense to send it inline with the mail. However if we have a recurring meeting, and needs to be viewed edited and updated everyday by different team members and also if it needs to maintain a log of everyday meeting notes to refer back with the previous meetings and follow up, how do you normally do? Which is the best of way doing it?

  • How can each of the team member can have access meeting notes at almost real time
  • How can each of the team member can edit at the same time?
  • How can anyone can access there meeting notes from anywhere?
  • How can we make changes so it get reflected to all at the same time?

Simplest way to solve the above need is to manage all the meeting notes through Shared Microsoft OneNote and store it on SharePoint. Solution looks very simple but beauty of it is the way you can manage the entire setup. I will show you on how to Create and Manage Shared OneNote by storing in a SharePoint.

How to Create a new shared notebook in a SharePoint library

When you add a new notebook to a library, the notebook becomes a folder in the library, and the sections are stored as files. Adding content to it and revising it are similar to working with your notebook in any shared location

On the Share menu, click Create Shared Notebook.


In the New Notebook Wizard, do the following:

  • Under Who will use this notebook?, click Multiple people will share the notebook, and then click On a server (SharePoint document library, network share, or other shared location).
  • To tell others about the notebook, leave the Create an e-mail with a link to this notebook so that I can send to other people check box selected.
  • Click Create.
  • Note    When you make changes to your notebook, it may take a few minutes for others to see the changes or for the changes to synchronize, depending on the way your network is set up.

How I use this set up @ Project.

  1. We have created Shared OneNote (Picture #1) and Stored it in SharePoint (Picture #2
  2. All the Work Sheet created (#2) will be stored as files in the SharePoint, you can see it in #2 in Picture #2.
  3. Any one who need to see Meeting notes can either download it and see at onetime or they can import to there local OneNote so it automatically syncs as and when we update it, like they can get the daily updates.

How I Utilize this Setup

Comprehensive meeting notes and its follow ups

Week by Week entry of the Task List of each team member, so it can be viewed by entire team.

Keep track of the Achievements we do within team so it can be shared in common across the team.

Best Part of this Setup

  • Multiple users can simultaneously access shared notes and contribute to them on an ongoing basis
  • A library is a central location on a SharePoint site where people store and manage their files
  • You can manage who has permission to view the notebook or contribute notes
  • You can also track versions of the notebook, so that people can view or restore an earlier version if needed and receive updates when the content changes by using alerts or RSS Feeds
  • When you share a notebook, everyone with permission to contribute to a SharePoint library can access a shared set of notes at the same time
  • OneNote synchronizes everyone’s changes to the notebook on the SharePoint site. OneNote also maintains a separate offline copy of the notes on each user’s computer
  • Participants can edit notes locally even when they are disconnected from the network. The next time they connect to the shared notebook, OneNote merges their changes with everyone else’s.
  • You can see your meeting notes either it from home computer or from your office and you need not send it over mail.

Just try it and you will start seeing its Use.

Please feel free to comment out if you have any more ideas.

-Pradeep SV

Best Practices #1: Omniture SiteCatalyst Standard Menu Naming Convention

October 19th, 2011 3 Comments »

Not everyone will talk about naming the menus within SiteCatalyst. Few things which made me write this article are the questions which would arise in developers as well as business owners mind.

Developers:

  • I am seeing the value in c3 on the debugger where do I see the report or which menu should I have to see it in? (I know its simple and can see at custom insights 1 to 10, however the problem is if we have not enabled prop2 and prop3 then prop4 appears in second line item, which might be mistaken for prop2 instead of prop4)
  • How do I map back custom variables which I am seeing in debugger back, to Omniture reports.

Business Owners:

  • If I do not know the report name how do I indicate or index a report back in SiteCatalyst?

Real time Questions:

#1: How do I relate the props I am seeing in debugger to menu within Omniture?

Best Practice for Menu Naming and Convention

  • Indicate each of the menu item to there respective customer variables numbers, convention as below.

Variable Type

Convention Index

eVar

v

Prop

c

Events

e

Reason for using v, c and e for eVar, Props and Events Respectively

  • To match with debugger or Omniture image beacons (See Screenshot below)
  • Also to align with the Omniture Standards (As per the Implementation Manual)

Menus After Renaming to Standard Naming Convention

eVar

Prop

Events

Usually it will be difficult to indicate a particular report by name which could be made much easier if each menu has some numbers.

It is a good practice to have a consistent naming convention if you are working with multiple clients and follow the same standards across the organization.

Answer to the Question asked above (#1):

  • Its pretty clear that c3 is mapped “New Repeat Visitor” through the proposed naming conversion.
  • Also even if we have not enabled any of the variables in the middle of the menu, it still can be correctly mapped with the number indication


I would strongly recommend to use the same naming convention.

-Pradeep SV