Guide to Grabing Data from Site Containers
Account Settings > Grab Data > Site Dynamic Data
(or in individual actions)
There are two primary types of data which you can set Personyze to grab from your site:
- Site Dynamic Data
Data which changes from session to session, such as cart value or a number of items in the cart.
- User Profile Data
Relatively permanent data such as account type, email, or phone number which might be grabbed from an input field.
This wiki page explains how to improve tracking, by setting Personyze to grab data of either type from pages on your site.
Personyze allows you to define custom grab data containers to extract information from any element of a web page, such as:
- An input box
- A search box
- The shopping cart bottom line
- Hidden fields
- URL Parameters
- Local storage or DB, etc.
Once Personyze has extracted the information from the predefined element, it is just as available for segmentation as every other visitor characteristic (such as their geographic location or behavioral data), and can be used for more powerful personalization.
How to Set Personyze to Grab Site Dynamic Data
The easiest way to select where Personyze should grab the data is to use the Personyze simulator interface, to visually select an element. To do so, go to:
UI Path: Account Settings > Grab Site Dynamic Data > Site Dynamic Data > Add New Tracking > Find On Pages
(you can also do so from the Site Dynamic Data rule in Campaign Targeting)
In unusual cases where the simulator is not working on that page in a proxy mode, you can also insert the name of the selector/cookie manually.
Advanced Settings are available on the selector for fine tuning; for example, tell Personyze to grab only numbers (great for cart value, to avoid unnecessary currency symbols), or tell Personyze to override previous values whenever there is a new data entry, or tell Personyze to grab container value only if the visitor clicked on a button (very useful for grabbing transaction value or email submission on send form form button).
Grabbing User Profile Data
If you want to set Personyze to grab data that will be kept long-term as part of the user profile across sessions, such as Name, Age, Gender, Industry, Role, Account Type, etc., then the process is the same as what is described above for Site Dynamic Data, but you will simply follow a slightly different path:
UI Path: Account Settings > Grab Data from Site > User Profile
(You can also do so from the User Profile Data rule in Campaign Targeting)
From this page, you will be able to add as many custom profile fields as you want, and then use the simulator to set up where to grab the data.
Grabbing Values Using Personyze Simulator:
You can tell Personyze where to grab data by opening your site in the Personyze Preview Mode, and than select the type of data that you wish to grab in the menu (the tracking code is not necessary for this step).
If you choose to select visually, once the preview mode of your site is open you can use the mouse to point and click on the value you want to grab. This can be a text input field, text in the page, or dynamic text like cart value. After you point and click, you should see the value as Personyze grabs it.
Be aware that the way Peronsyze grabs values is based on HTML selectors. In most cases, Personyze will automatically choose the right selector; for example, if it’s the page title, the selector will be “H1”.
In some cases, your site generates a selector with a unique dynamic ID, that is changing from one visitor to another; in that case, when Personyze goes to grab content from the selector you have set, it will not work, because there is no such selector for anyone else besides the current user. To solve this issue, please use the “select parents” option, to choose a better selector, which may look more generic (e.g. div-cart instead of div-cart-SS4443).
Grabbing Values by Manually Setting the Selector:
When creating new grab data containers, you can choose the “I Know the Selector” option on the Grab Dynamic Data interface. When you do so, you will see a field to type in the selector. You should type the selector, and make sure your settings are correct by using the Q/A Campaign simulator or going to Live Visits, to see real-time data on the new container.
Don’t Know the Selector?
You can find the selector using your web browser console. To do this, right-click on any element, and then click “Inspect Element,” which should open the browser console, and visually show you the element selected. Then, right mouse click inside the console where it shows you the selected element, and this should open a menu with one of the options being to copy the “Selector Path”