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:
- Click Settings in the Navigation menu.
- 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:
- In the Targets page, click
to create a new Target.
The Edit Target menu displays. -
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.
-
Select the Integration Type from the drop-down menu (Google Analytics).
-
Select the Connected Account from the drop-down menu. This list of Connected Account are populated from the Connected Account menu.
-
Select the Property from the drop-down menu.
-
Select the Custom Data Source.
-
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.)
-
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:
- On the Targets page, click the name of the Target you want to modify.
The Edit Target menu displays. - Edit the Target details to your preferences.
- Click Save.
A confirmation message displays.
To edit a Target to resync the Data Source Schema from Google Analytics into Claravine:
- On the Targets page, click the name of the Target you want to modify.
The Edit Target menu displays. -
Edit the Custom Data Source Schema to your preferences.
- 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:
- On the Target page, click the name of the Target you want to remove.
- Click Delete
.
A confirmation message displays.
- Click Confirm.
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