Targets Overview (Google Analytics)

Viewing a Target
Creating a Target
Editing a Target
Deleting a Target

Targets specify where data from between a Connected Account and Claravine flow. Administrators and Managers with target-management permissions have the ability to view and manage Targets.

 You must have a Connected Account to use a target.   For administrators that need additional information about creating a Connected Account, read the Connected Accounts Overview document.

 
Viewing a Target

To view Targets:

1. Click Settings in the Navigation menu.
   
   
2. Click Targets in the Sub-Navigation menu.
                  The Targets page displays.
   

You can view the following information about Targets:

• Name
• Type
• Multi Targets
• Description
  
  

The sort feature is available for all columns. You can sort all columns in ascending or descending order.

Creating a Target

To create a Target:

1. In the Targets page, click  to create a new Target.
       The Edit Target menu displays. 
   
   
   

2. Enter the Target Name and Description in the designated fields.

    We recommend to enter a description to make it easier to determine the use of the target for future use.
   
   

3. Select the Integration Type from the drop-down menu (Google Analytics).
   
   

4. Select the Connected Account from the drop-down menu. This list of Connected Account are populated from the Connected Account menu.
   
   

5. Select the Property from the drop-down menu.
   
   

6. Select the Custom Data Source.
   
   

7. Enter the Custom Data Source Schema using a comma delimiter. (You can find this data schema in the Manage Uploads > Get Schema. Click Here to learn more.)
   
   
   

8. Click Save.

   
   

Editing a Target

Administrators and Managers with target-management permissions can edit a target in order to:

• Change the Target Name, Description, selected Connected Account, Account, Property, Custom Data Source
• Resync the Data Source Schema from Google Analytics

To edit a Target to change the Target Name, Description, selected Connected Account, Account, Property, Custom Data Source:

1. On the Targets page, click the name of the Target you want to modify.
     The Edit Target menu displays.
   
   
2. Edit the Target details to your preferences.
   
   
3. Click Save.
   A confirmation message displays.
   
   

To edit a Target to resync the Data Source Schema from Google Analytics into Claravine:

1. On the Targets page, click the name of the Target you want to modify.
     The Edit Target menu displays.

2. Edit the Custom Data Source Schema to your preferences.

   

3. Click Save.
   

 New Data Source Fields: Go to any Field Sets that require the new Data Source field to be added as a field. Add the field and map to the Target and Data Source.  

 Go to any Templates that require the new Data Source field to be added as a column within the Submission Table. 

Deleting a Target

To delete a Target:

1. On the Target page, click the name of the Target you want to remove.
   
   
2. Click Delete .
   A confirmation message displays.

3. Click Confirm.