Templates - Link Configuration and Validation on Templates

Define and govern the link configuration, requirements, parameters, and validation on a template.  

1. In Step 2, click + Add Link Field.
       The Link field is automatically added to the end of the schema.
   
   
   

2. Hover over   to view the Edit options, and click   to edit the Link requirements and parameters.

      The Edit Link menu displays.
   
   
   
   Link Definition
   
   
   

3. Rename the Link column header as seen in the user's Submission Table (optional).
   
   

4. Autofill the Link column from another field in the schema (optional). This is helpful if the user is entering a Vanity URL field and does not want to also enter the URL in the Link column.
   
   
   NOTE:  If you're auto-filling the Link field from a text field, it is a best practice to set the Transform to "Remove Spaces" on the text field.
   
   
   Customize Link Parameters

5. Customize the Link parameters to generate the URL as desired.
   
   

6. Enter the landing page parameter as designated.

7. Select the Pattern or other field to populate with this parameter.

8. Check the box to URL Encode if you want the final URL to be UTF encoded. Encoding the URL will convert any special characters to encoded characters ( colon : becomes %3A, spaces become %20).

9. Click +Add Parameters to add as many parameters as needed for the URL requirements.

10. Confirm the final URL is correct in the Current Configuration line.

11. Input the domain and click Enter after each domain to restrict the domains that are allowed for this template. Leaving this field open allows any domain to be used (optional). 
    
    
    Link Validations
    
    

12. Select which Link Validations must be checked when the user enters a domain in the Link column of the user's Submission Table. All Link Validations are defaulted off. Check the box to define the validation checks.
    
    

    1. General Website Validation: Validated general website functionality, the page exists, the Link+Link Parameters will take the consumer to the final destination correctly, tags are firing correctly.
       
       

    2. Adobe Analytics: Validate Adobe Analytics pixels, report suites, and reports are tagged correctly on the landing page. These validations confirm the Link is firing and sending data to the same report suite and report which the Pattern and metadata classifications are sending to.

       • Verify Adobe Pixel: Verify that the links submitted by users fire an Adobe Analytics Pixel. This validation ensures that URL parameters trigger the correct Pixels on the page.

       • Verify Report Suite>Inherit through a Target: Select a Claravine Target to specify which report suite to check for (rsid). Report is defaulted to the report specified in the Target.

       • Verify Report Suite>Explore my Report Suites: Select the Connected Adobe Account and select a report suite to check. Select the report.

       • Verify Report Suite>Input by Hand: Enter the rsid manually to check. Enter the eVar manually.
         
         

    3. Google Analytics: Validate Google Analytics pixels and Property IDs are tagged correctly on the landing page. These validations confirm the Link is firing and sending data to the same Property that the Pattern and metadata classifications are sending to.

       • Verify Google Pixel: Verify that the links submitted by users fire a Google Analytics Pixel. This validation ensures that URL parameters trigger the correct Pixels on the page.

       • Verify Property ID>Inherit through a Target: Select a Claravine Target to specify which Property ID to check.

       • Verify Property ID>Explore my Properties: Select the Connected Google Analytics Account and select a Property ID to check.

       • Verify Property ID>Input by Hand: Enter the Property ID manually to check.

       • Add multiple Validation configurations to check for several rsid/eVars or Google Property IDs.
         
         

13. Click Done.

Read our Keeping the Campaign Data Flowing: Tag Validation and Monitoring blog article for information about Claravine's upcoming tag validation upgrades coming soon.