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Claravine + Adobe Analytics Integration

Rebekah Garner
Rebekah Garner
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Claravine's platform, The Data Standards Cloud, connects with Adobe’s powerful analytics and attribution tool, making it easy to:

  • Generate and define key values for more accurate, granular tracking
  • Audit and validate data, including tag placement and configuration, to ensure it is consistently capture
  • Enrich data for improved dimensionality and segmentation

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Using the classifications API, you can apply standards to any object with an associated set of classifications, from eVars and tracking codes to page attributes and product eVars.

This data is pushed to the appropriate Adobe Analytics report suite and classification setup to further enrich measurement and activation. You can also simultaneously push data to parallel analytics instances or cloud storage solutions to further enable insights.

Learn more:

  • Configure the Integration

    Claravine needs an API connection into any Adobe account you want to connect with. Create a Claravine user in Adobe using the email address team@claravine.com,

    Permissions suggested within the Enterprise User Management Product Profile include:

    • Report Suites: Access to all report suites for which Claravine will be used
    • Metrics: We don't necessarily need access to the metrics; we will not be using them
    • Dimensions: We need access to any variables that Claravine will be used to push data to classifications for, as well as any variables that we need to include in the validation check when we ensure the page is ready. We're not able to access any real data without metric or UI access (which we don't require), so this is not granting us access to data directly.
    • Report Suite Tools: Report Suites (Read), Report Suites (Write) [we will not be creating any report suites, just accessing the list of report suites and writing data to classifications], Conversion Variables (if working with classifications for eVars or validating their presence on a page), Traffic Variables (if working with classifications for props or validating their presence on a page).
    • Analytics Tools: Permissions (Read) - Web Services, Permissions (Write) - Web Services, Web Service Access, Logs - Web Services, Code Manager - Web Services.

    Provisioning Web Services Access allows report suites, reports, and classification information to be shared between Adobe and Claravine. We do not need the password, we will never log in to Adobe.

    You can provide theCompany Name, User Name, and Shared Secret to your Customer Success Manager to enter in Claravine or enter the information directly in Claravine.

    To find the Company Name, User Name, and Shared Secret in Adobe Analytics:

    1. Select the Admin Menu.
    2. Select User Management (legacy).

      AA01.png

    3. In the Users section, click Edit Users.
    4. Search for the account name associated with your Claravine integration. Select the name.
    5. In the User Tab, in the Access section, check the box to Regenerate shared secret on save.

      AA02.png

    6. Find the Company Name, User Name, and Shared Secret in the Web Services Credentials section. Provide this information to your Customer Success Manager or copy it into Claravine.

    Apply the Company Name, User Name, and Shared Secret in Claravine

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

      AA03.png

    3. Click add (+) to create a new Account.
      The Edit New Connected Account menu displays.

      AA04.png

    4. Enter the following information for the Account:
      • Name
      • Description
        We recommend entering a description to make it easier to determine the use of the Account when creating targets.
    5. Select Adobe Analytics.

      AA05.png

    6. Input the following information:
      • Company Name
      • User Name:Company Name (e.g. rgarner@claravine.com:Claravine)
      • API Shared Secret

    7. Click Save.

    Internal Discussions

    To ensure a timely launch, hold internal discussions with all stakeholders and channel directors to confirm all teams are on the same page with the transition to Claravine and all information and changes have been determined. Please confirm all report suites, reports, classifications, taxonomies, pick lists, and campaign building requirements are in place.

    Consider viewing the DAA Webinar created by Anne Saylor which shows attendees how leading companies create structure and process to support clean and complete Adobe Analytics classification data. More than just a technical effort, this involves a great communication strategy among teams, a structured rollout, and a long-term view of maintenance efforts. Come away with actions you can take at your own company to improve the accuracy and timeliness of your classification data.

  • Patterns

    Administrators and Managers with pattern-management permission can create patterns company-specific taxonomy tracking codes/CID/Key.

    A pattern is a configuration of Elements used to define and standardize your company's campaign parameters, URL, or other Key data. Patterns are not limited to digital campaigns, but can be applied in the use of Content Asset naming, product information, page URL details, purchase order information, internal tracking codes, etc. Any data that is referenced in Adobe in any report suite and report can be organized and structured by Claravine.

    The fundamentals of a Pattern remain the same no matter the use. The table below explains each Element:

    Elements Description
    Constant The Constant Element does not change within the pattern. An example is a pattern specific to Email Campaigns and the tracking code always starts with the abbreviation EM.
    Variable The Variable Element is the placeholder for values that will change in the template by text fields or lists. An example is Campaign Name.
    Auto # The Auto # Element generates a sequential number to ensure the tracking code or key is unique with this pattern.
    Date The Date Element allows a user to add a date formatted to your organization’s preferences by selecting from a calendar widget.
    Random The Random Element generates a different string value between 6-99 characters long and can be a combination of numeric digits (0-9), uppercase letters (A-Z), or lowercase letters (a-z) within this pattern.
    Delimiter The Delimiter is the character that separates each Element in the pattern.

    View a Pattern

    To view Patterns, navigate to Settings → Elements → Patterns.
    The Patterns page displays.
    AA08.png

    You can review the following information about patterns from the Patterns view:

    • Name
    • Created Date
    • Description

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

    Create a New Pattern

    To create a Pattern:

    1. On the Patterns page, click the plus sign (+) to create a new Pattern.
      The Edit New Pattern menu displays.

      AA09.png

    2. Enter the Pattern Name and Description in the designated fields.
      We recommend entering a description to make it easier to determine the use of the pattern.

    3. In the Pattern Configuration section, click the Elements to configure the taxonomy.

      AA10.png
    4. In the Pattern Configuration workspace, click the Element name to define the parameters for each Element in the Edit menu.

      AA11.png

      Element Available Parameters
      Constant Enter the name of the constant for your pattern. Your constant should indicate what its consistent use is. For example SOC for Social Media Pattern, or placeholder dynamic parameters like {ad_id}.
      Variable

      Enter the name of the variable in your pattern. This variable name will become a field in the template schema.

      If the variable name is the same as a field, we recommend to change the capitalization or add an identifier to easily distinguish the same named pattern variable and field. For example, the variable name in lower case "campaign name" or bracketed [Campaign Name]" to differentiate between the field name "Campaign Name".
      Auto # Specify the following Auto # parameters:
      • Name: Enter the Auto # name to have a custom name as required by your preferences. The field defaults to Auto #.
      • Starts With: Enter a custom number for the auto number to begin with. The field defaults to 1.
      • Minimum Width: Enter the minimum length of the Auto #. The field defaults to 1.

        AA12.png
      Date The Date field will populate in the submission table as a pop-up calendar widget. Specify the following date parameters:
      • Name: Enter the name of the date.
      • Order: Select the order the date displays (M/D/Y, Y/D/M, D/M/Y, or Y/M/D).
      • Month Format: Select the format of the month to display: single-digit (M), double-digit (MM), abbreviated (Jan), full name (January), or None to exclude the month from the date field.
      • Day Format: Select the format of the day to display: single-digit (D), double-digit (DD), or None to exclude the day from the date field.
      • Year Format: Select the format of the year to display double-digit (YY), 4-digit year (YYYY), or None to exclude the day from the year field.
      • Separator: Enter the delimiter between the month, day, and year values.
      • Auto Populate: Check the box to auto-populate the current date upon submission.

        AA13.png
      Random Specify the following random string parameters:
      • Length of Random: Enter the length of the random string.
        We recommend using between 6 and 99 characters.
      • Character Types: Select if you want the random string to include numeric digits, uppercase letters, and/or lowercase letters.
      • Frequency: Select if you want a new random string assigned to your pattern once every row (a new string for every pattern) or once per session (a new random string once for an entire submission).

        AA14.png
      Delimiter Select one of the following delimiter options to separate each of the pattern Elements:
      • None
      • (-)
      • ( _ )
      • ( : )
      • ( | )
    5. Arrange each Element in the order of your choosing by dragging. Delete the Element(s) by selecting the X on the Element you want to remove. Add as many Elements as required by your taxonomy.

    6. Confirm the pattern is correct in the Pattern Review section.

      AA15.png

    7. Click Save.

    Duplicate a Pattern

    To save time in creating a Pattern, you can duplicate an existing Pattern. This allows you to copy the parameters from the original Pattern then modify as needed.

    To duplicate a Pattern:

    1. On the Patterns page, click the checkbox to the left of the name of the Pattern you want to duplicate and click the green (+) Duplicate button.

      AA16.png
    2. Edit the Pattern details to your preference: Pattern name, description, and update the Pattern Elements.
    3. Click Save.

    Edit a Pattern

    To edit a pattern:

    1. On the Patterns page, click the name of the Pattern you want to modify.

    2. Edit the Pattern details to your preference: Pattern name, description, and update the Pattern Elements.

    3. If the Pattern removes or adds a new Element, navigate to the Template where this Pattern is used.

    4. Notice the error icon with the message, the pattern has been updated. Click the error message to be taken to the field in the schema on Step 2 Define and Govern.

      AA17.png
    5. Hover over the plus sign (+) to open the Edit menu, click the Reload button.

      AA18.png

    6. The removed Pattern Elements appear as blank fields, click the Delete button to remove them from the template.

    7. The new Pattern Elements are added to the bottom of the schema. Modify the visibility, required/optional, field type, and order as needed.

    8. Click Save .

    Delete a Pattern

    To delete a pattern:

    1. On the Patterns page, click the checkbox to the left of the names of the Patterns you want to remove.

    2. Click the Delete button.
      A confirmation message displays.

      AA19.png

    3. Click Confirm.

  • Field Sets

    Field Sets is a library of fields to be used in the Submission Table. Administrators define the field’s name, description, field type (list, autofill, concatenation, constant, date, text), governance and formatting.

    Administrators can map fields to Adobe classifications in a Target. For Administrators that need additional information about Targets, read the Targets Overview (Adobe Analytics) document.

    View Field Sets

    1. Click Settings in the Navigation menu.

    2. Click Field Sets in the Elements Sub-Navigation menu.
      The Field Sets page displays.

      AA20.png

     

    You can view the following information about Field Sets:

    • Name
    • Updated Date
    • Description

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

    Create a Field Set

    There are two methods to create Field Sets:

    Create a New Field Set

    1. On the Field Sets page, click the plus sign (+) to Create New Field Set.
      The New Field Sets work area displays.
      AA21.png

      You can view the following information about Field Sets in the work area:
      • Name
      • Type
      • Updated Date
      • Required
      • Target Mapping

    2. Enter the Field Set Name and Description in the designated fields.
      We recommend entering a description to easily determine the purpose of a particular Field Set.

    3. Add Fields by one of three methods:
        1. Click the green Import from Targets button at the top-right of the work to create fields for each classification in a designated Target (report suite and evar/report).
        2. Click green Import from Lists button at the top-right of the work area to create all fields as they appear in a Pick List.
        3. Click the Add Field (+) at the top-right of the work area to add a field.
          AA22.png

          • Enter the new field Name (required).

    4. Enter a Description (optional). The description will display as a hover-over tool tip in the Submission Table.
      AA23.png

    5. Check the box Required Field if the field must be filled in before the Submission Table can be completed (optional).

    6. Select the Field Type from the drop-down menu.

      Field Type Description
      List Pick lists allow a defined list of allowable entries the user can select from. Select the Pick List from the drop-down menu either by scrolling or begin typing the Pick List name.
      • If the list you want to use has more than one column, you must specify which column you want the list to populate from.
      • Check the box Select Multiple Values if the user should be allowed to select more than one value from the pick list in the Submission Table. Define the delimiter.

      AA24.png

      For more information read the Pick List Overview article or for more detailed instructions for each of the pick list types see their respective articles: Pick List - Drop Down, Pick List - Dependent, Pick List - Drill Down.
      Autonumber The Autonumber field generates a sequential number managed by Claravine. Designate the starting number and minimum width. Claravine will increase by one across all templates this field is used in.
      AA25.png
      Auto Fill Select the field you want to automatically duplicate. Transform the metadata from the autofilled field.

      Convert Case:

      • None - For no transformation.
      • Uppercase to have all text display in capital letters
      • Lowercase to have all text display in lowercase letters

      Spaces:

      • None - For no transformation.
      • Replace Spaces - Replaces all spaces the user enters with a character you determine. (Summer_Bash)
      • Remove Spaces - Removes all spaces from the text the user enters. (SummerBash)
      AA26.png
      Concatenation Combine the values from two or more fields into a single field. Concatenated fields can use all field types: text, pick lists, constant, autofill, and date. You can specify the separator character/delimiter or to not use a separator between fields.

      If you add a new field to include in the concatenation, you must save the Field Set first.

      AA27.png
      Constant Specify a constant value that you want to always be populated in this template in the Submission Table
      .AA28.png
      Date The Date field will populate in the submission table as a pop-up calendar widget. Specify the following date parameters:
      • Name: Enter the name of the date.
      • Order: Select the order the date displays (M/D/Y, Y/D/M, D/M/Y, or Y/M/D).
      • Month Format: Select the format of the month to display: single-digit (M), double-digit (MM), abbreviated (Jan), full name (January), or None to exclude the month from the date field.
      • Day Format: Select the format of the day to display: single-digit (D), double-digit (DD), or None to exclude the day from the date field.
      • Year Format: Select the format of the year to display double-digit (YY), 4-digit year (YYYY), or None to exclude the day from the year field.
      • Separator: Enter the delimiter between the month, day, and year values.
      • Auto Populate: Check the box to auto-populate the current date upon submission.
        AA29.png
      Text Text fields allow users to manually enter values in the user's Submission Table. Specify the following parameters for text fields:
      • Show Previous Values: Select this option if you want a new value to be added to a dynamic list gathering values entered through a submission.
      • Flag New Values: Select this option if you want users to be alerted that the value they entered has not been used in that field before. Users have the option to continue and submit the value. If they proceed the new value will not be flagged next time.
      • Use list to provide suggestions: You can specify a drop-down (single column) pick list to populate suggestions for users to choose from, or they can enter their own text.

      RULES
      Options in this section establish governance over text entered in this field. If the text does not match any of the governance, the user will receive an error and must correct the text to match the requirement before proceeding.
      • Begins/Ends With: Enter the prefix or suffix you want text fields to be required to begin and/or end with. *Case sensitive
      • Must Contain: Enter the value you want text fields to always include. *Case sensitive
      • Exclude: Use the drop-down menu to select the appropriate checkboxes to exclude all letters, all numbers, all symbols (special characters and punctuation), or spaces from the value.
      • Custom Exclusion: Enter a custom value you want to exclude from the field. *Case sensitive
      • Exclude as term - Check this box to exclude the Custom Exclusion combination of characters entered above. This makes the text field act as a "Must not include". For example, if we have set Toy as an exclude term, Toyota would receive a warning.

      TRANSFORM
      Options in this section auto-transform entries the user enters to gain consistent entries in open text fields.
      • Transform: Convert Case: Select uppercase to have all text display in capital letters and lowercase to have all text display in lowercase.
      • Transform: Spaces: Select how spaces should be auto-transformed. Options are:
        • None - For no transformation.
        • Replace Spaces - Replaces all spaces the user enters with a character you determine. (Summer_Bash)
        • Remove Spaces - Removes all spaces from the text the user enters. (SummerBash)

      LENGTH
      Define the minimum and maximum length of characters a user is allowed to enter in open text fields. If the field is optional, set the minimum length to 0. If the length of characters is an exact number, set the minimum and maximum to the same number.
      AA30.png
    7. Click Done.
      The field displays in the work area.

      AA31.png

    8. If the metadata entered in the Submission Table for this field needs to be sent to Adobe Analytics, click the Target Mapping button to associate a classification in the appropriate Target.

      Without this field to Target classification association, no metadata will be sent to Adobe Analytics and the classifications will be unspecified. Not mapping this field will act as a Claravine-local field.

    9. Find the Target Name, use the arrow to expand the view of classification options for this Target.
      AA32.png

    10. Check the box to the left of the classification(s) name to map the field.
      You can map a single field to many classifications in any Target.

    11. Click Done.

    12. Click Save to save the Field Set.

    Duplicate an Existing Field Set

    To save time in creating Field Set, you can duplicate an existing Field Set. This allows you to copy most field parameters from the original Field Set and then modify field parameters on the new Field Set. Concatenation and Auto Fill fields will not duplicate prior settings.

    Note that when you duplicate a Field Set, any Target mappings that are designated on the parent Field Set will remain.

    To duplicate a Field Set:

    1. On the Field Set page, click the checkbox to the left of the name of the Field Set you want to duplicate and click the green (+) Duplicate button.

      AA33.png
    2. Edit the Field Set details to your preference: Field Set name, description, and update the fields as needed.

    3. Click Save.

    Edit a Field Set

    To edit a Field Set :

    1. On the Field Set page, click the name of the Field Set you want to modify.

    2. Edit the Field Set details to your preference: Field Set name, description, and update the fields as needed.

    3. Click Save.

    Delete a Field Set

    To delete a Field Set:

    1. On the Field Set page, click the checkbox to the left of the names of the Field Set you want to remove.

    2. Click Delete.
      A confirmation message displays.

      AA34.png
    3. Click Confirm.

  • Targets

    Targets specify where data from a Connected Account and Claravine flow. Administrators and Managers with target-management permissions have the ability to view and manage Targets. You have the ability to add multiple targeted locations in a single Target, which is beneficial to send data to multiple locations with a single submission.

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

    View a Target

    To view Targets:

    1. Click Settings in the Navigation menu.

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

      targets01.png

    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.

    Create a Target

    To create a Target:

    1. In the Targets page, click the plus sign (+) to create a new Target.
      The Edit Target menu displays.

      targets02.png
    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 (Adobe Analytics).

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

    5. Claravine will use the API connection to determine the available report suites that are available. Select the Report Suite from the drop-down list or begin typing the name to narrow the list.

    6. Claravine will use the API connection to determine the available reports that are available. Select the Report from the drop-down list or begin typing the name to narrow the list.

    7. An Administrator has the option to receive the Adobe "SAINT Export Successful" emails received for each submission sent to this Target. Check the box Send Adobe Analytics import confirmation emails when data is submitted to Target then enter the email address the Adobe confirmation email should be sent to.

      targets03.png

    8. Click Save.
      The target is now available for use and displays in the Targets list.

    Edit a Target

    To edit a Target to change the Target:

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

    2. Edit the Name, Description, Integration Type, Connected Account, Report Suite, or Report as needed.

    3. Click Save.

    Delete 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.
      targets04.png
    3. Click Confirm.

    What to read next: Sync New Classifications in Adobe to Claravine article.

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