The IBM Digital Analytics integration is a content- and site-level integration for Conductor with your corresponding IBM analytics profile. With this file-based email integration, organizations can use Conductor to:

• Manage and measure the performance of their content for their most important pages.
• Identify and improve poor-performing content.
• Identify and protect existing high-performing content.
• Prove ROI and show the importance of organic search to the rest of the organization.

This document gives you the technical background and instructions for integrating content-level analytics with IBM Digital Analytics. After completing these instructions, you will have the following four (4) reports set up for your IBM Digital Analytics profile:

• Two (2) site-level reports at weekly and monthly frequencies.
• Two (2) page-level reports at weekly and monthly frequencies.

Data takes up to two (2) weeks to appear in Conductor after the reports are set up. If you do not see your data after two weeks, please contact Support.

Technical Information

Requirements

To integrate, the following must be true for your organization:

• You have both of the following Channels set up for your Marketing Channels report in IBM Digital Analytics:
  
  • Natural Search.
  • Paid Search. If Paid Search is not included in your Marketing Channels report, you can add it as a Marketing Channel. In IBM Digital Analytics, follow the path Manage > Marketing > Marketing Channels and add Paid Search on the Manage Marketing Channels page.
  • If your Paid Search channel is called something other than 'Paid Search' please notify Support prior to setting up your reports.
• You have access to the IBM Digital Analytics Explore product and enough available credits for two (2) full data reports used for weekly and monthly page-level reporting. If you do not have access to the Explore product, please contact your IBM representative to learn more.

Accepted Metrics

Sessions is a required metric. However, you can select up to nine (9) more standard metrics to export from IBM Digital Analytics. Calculated and unique metrics are not accepted at this time:

• Calculated metrics are any metric that includes the word Average or Rate or a metric that uses a formula. Because these metrics represent formulas rather than concrete values, Conductor cannot import them.
• Unique metrics, such as Unique Visitors or Unique Buyers, are unique to the date range you select for the report. For example, a visitor initiates a session on a page in Week 1 and in Week 2. When looking at Week 1 and Week 2 individually, the visitor counts as a Unique Visitor once in each week. However, when looking at Week 1 through Week 2, Visitor A counts as a Unique Visitor only once for both weeks.

All metrics should be the same across all reports. Files sent that do not meet this requirement cannot be integrated.

Report Delivery and Frequency

A total of four (4) reports must be set up for delivery at the following frequencies and dimensions:

• Weekly site-level report
• Monthly site-level report
• Weekly page-level report
• Monthly page-level report

Weekly reports must be emailed to contentintegrations@conductor.com each week by Sunday at 12 P.M. Eastern Time.

Monthly reports must be emailed to contentintegrations@conductor.com each month by 12 P.M. Eastern Time on the first day of the following month.

File Format and Naming Convention

This integration uses an emailed flat file to send analytics data from your IBM Digital Analytics product to Conductor. To accommodate this feature, files must be in the .csv format.

Files names must include domain, dimension, reporting frequency , date range, and file extension. IBM Digital Analytics automatically appends the date range and the file extension, so you don't have to include this when naming the file. File names must appear in the following format:

domainNickname_Dimension_ReportingFrequency_DateRange.extension

For example, domainNickname_Domain_Monthly_DateRange.csv would be the final name for a monthly Marketing Channels report, and domainNickname_Page_Weekly_DateRange.csv would be the final name for a weekly page-level report.

Support will provide you with your domainNickname. If you do not have one, please contact Support.

How to set it up

Set Up Your Domain-Level Marketing Channels Report

1. Log into IBM Digital Analytics.
2. On the left, under Reports, follow the path Marketing > Marketing Channels > Default View. Make sure Natural Search Activity and Paid Search are channels in the Default view. If they are not, create them.
   
   
3. On the right, click Report Options. The Report Options window appears.
   
4. On the Calendar tab, select Fiscal Week. In the calendar to the right of the selection, a Sunday - Saturday week is highlighted automatically. Leave the Comparison Period B section unchecked. Note that if your account uses a week other than Sunday-Saturday, your data might be delayed in publish and will take longer to appear in Conductor.
   
5. On the Metrics tab, select up to nine (9) standard metrics you would like to import to Conductor in addition to Sessions. Note that Conductor does not support calculated and unique metrics at this time:
   • Calculated metrics are any metric that includes the word Average or Rate or a metric that uses a formula.
   • Unique metrics, such as Unique Visitors or Unique Buyers, are unique to the date range you select for the report.
     
6. Click Apply to save these report settings.
7. Click the envelope icon to set up email settings.
8. In the Delivery Details section, select:
   • Weekly from the Frequency menu.
     
   • CSV from the Report File Type menu.
     
9. Under Compare To, select Do not include B Range.
   
10. Under File Name, enter the name of your file following the naming convention described above. Here, the file name should be domainNickname_Domain_Weekly. Please contact Support if you do not know your domainNickname.
11. In the Email Details section, enter contentintegrations@conductor.com in the Recipients field.
12. Repeat steps 3-11 for the monthly report, making sure to note these differences:
    • In step 4, select Fiscal Month under the Calendar tab
    • In step 8, select Monthly under Delivery Details Frequency
    • In step 9, name the file domainNickname_Domain_Monthly

Set Up Your Page-Level Reports

Page-level reports for the integration are set up with Explore. If you do not have access to Explore, please contact your IBM Account Manager.

1. In the Analyze section of your IBM Digital Analytics screen, click (1) Digital Analytics and select (2) Explore.
   
2. In the bottom-left corner of your screen, select Build New Report.
   
3. Select Flat List as the report type and click Build. The Build a New Report activity appears.
   
4. On the Columns & Metrics tab, expand the Marketing category and select Destination URL from the Available Display Columns table. Available metrics appear to the right.
   
5. In Select Available Metrics for Destination URL, select Sessions and the other metrics that were also selected for the domain-level reports. Remember that calculated and unique metrics cannot integrated:
   • Calculated metrics are any metric that includes the word Average or Rate or a metric that uses a formula.
   • Unique metrics, such as Unique Visitors or Unique Buyers, are unique to the date range you select for the report.
     
6. On the Dates & Data Set tab:
   • (1) Select Weekly as the Report Frequency.
   • (2) Change the Start Date to be the current week and (3) select No End Date.
     
7. On the same Dates & Data Set tab, select:
   • (1) 50000 for Number of Rows
   • (2) Run Against All Data. Note that if you do not have enough Full Data report credits, you can select Run Against Sample Data Set to use Sample Data credits instead.
     
8. On the Filter tab, apply the filter you use for natural search. If you don't already have a filter for natural search, you can add it using the steps below:
   1. Click New.
      
   2. Select an existing Filter Category, or add a New Category.
      
   3. Under Filter Criteria, select Marketing Channel and click Add.
      
   4. (1) Select IS as the operator for the filter and (2) add Natural Search Activity, and click Apply. Note that Natural Search Activity is the default name of the Natural Search channel. If your name for this channel is different, please enter the corresponding channel name.
      
   5. Enter a name for the filter and click Save Filter.
9. In the Name & Distribution tab, enter the report name in the same format of the domain reports. Since this is a weekly page-level report, the Report Name should look like: domainNickname_Page_Weekly. If you do not have a domain nickname, please contact Support.
10. Still in the Name & Distribution tab, (1) select the Receive Via Email check box and enter contentintegrations@conductor.com as the email address. (2) Select CSV as the file type.
    
11. Click Submit to save the report.
12. Repeat 2-11 for the monthly report, making sure to note these differences:
    • In step 6, select Monthly as the Report Frequency.
    • In step 10, name the monthly file domainNickname_Page_Monthly.