Smart View Guide

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This document and the software, subscription service and/or technology described in this document are

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Contact Information

Sales and General Support and Services Online Resources

Webtrends, Inc.851 SW 6th Ave.Suite 700Portland OR 97204Phone: 1-503-294-7025Fax: 1-503-294-7130US Toll Free:1-877-WEBTRENDS(1-877-932-8736)Email:

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About This Book and the Library

This guide provides complete information for using Webtrends Administration to set up and customize core

operations such as data collection, analysis, report content and style, and visitor session tracking. Itincludes conceptual and procedural information about features such as custom reports, data filtering,scenario analysis, and Express Analysis; assistance with common administrative concerns such as jobscheduling and table limiting; and reference information such as the Webtrends Query ParameterReference.

Intended Audience

This book provides information for administrators who are responsible for installing and configuringWebtrends Analytics software or setting up Webtrends Analytics On Demand.

Other Information in the Library

The library provides the following information resources:

HelpProvides context-sensitive information and step-by-step guidance for common tasks, as well asdefinitions for each field on each window.

Webtrends Administration User's GuideThis guide provides complete information for using Webtrends Administration to set up and customizecore operations such as data collection, analysis, report content and style, and visitor session tracking. Itincludes conceptual and procedural information about features such as custom reports, data filtering,scenario analysis, and Express Analysis; assistance with common administrative concerns such as jobscheduling and table limiting; and reference information such as the Webtrends Query ParameterReference.

Webtrends Analyti cs Reports Users GuideThis guide provides users who primarily use Webtrends Analytics Reports with the information they needto navigate, customize, save, and export reports and report data.

Webtrends Marketing Warehouse Software User's GuideThis guide includes information about using Webtrends Marketing Warehouse for ad hoc data analysis,using Webtrends Explore to analyze web business events by segment, and using Webtrends Score toidentify qualified users based on their web site actions. Webtrends administrators can also findinformation about installing, implementing and using Webtrends Marketing Warehouse.

Note

Users who only have View Reports permissions automatically use WebtrendsAnalytics Reports instead of Webtrends Administration. While they can view thereports, they may not have access to any of the other controls. We recommenddistributing the Webtrends Analytics Reports Users Guide to these users as aintroduction to navigating Webtrends reports and report data.


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Webtrends Visitor Data Mart On Demand User's Guide (Formerly Webtrends MarketingWarehouse On Demand Users Guide)This guide includes information about using Webtrends Visitor Intelligence for ad hoc data analysis,using Webtrends Explore to analyze web business events by segment, and using Webtrends Score toidentify qualified users based on their web site actions. It also provides a detailed reference to VisitorIntelligence report data. Webtrends administrators can also find information about implementing andusing Webtrends Marketing Warehouse.

Webtrends Analytics Software Implementation and Maintenance GuideA step-by-step guide for administrators who are responsible for installing, setting up and maintainingWebtrends Analytics Software. It includes information about licensing, J avaScript tagging, profile setup,security, cookie implementation, performance tuning, and system backups. It also includes theWebtrends Query Parameter Reference.

Webtrends Analytics On Demand Implementation GuideA step-by-step guide for administrators who are responsible for implementing Webtrends Analytics OnDemand. It includes information about licensing, J avaScript tagging, and profile setup. It also includesthe Webtrends Query Parameter Reference.

Webtrends SmartSource Data Collector User's Guide

This guide provides instructions for installing, configuring, and maintaining Webtrends SmartSourceData Collector, including information about client- and server-side J avaScript tags and cookie tracking.

Webtrends SmartView Users GuideA guide to installing and using SmartView and configuring Webtrends to work effectively with SmartViewreporting.

Webtrends SmartReports User's GuideA guide to using Webtrends SmartReports with Webtrends Analytics reporting for powerful dataintegration and analysis in the Microsoft Excel environment.

Webtrends Visitor Data Mart Schema Reference (formerly Webtrends Marketing Warehouse

Schema Reference)Provides an overview of the Marketing Warehouse databases for experienced database administrators.

This guide helps you understand the data in the Marketing Warehouse, giving you the foundation youneed to use the data productively. It provides instructions for populating the Marketing Warehousedatabases using Webtrends Administration and for viewing the data once it is available. It also describeshow the databases are constructed and how that affects the function of the different types of data.

Webtrends Programmer's ReferenceThis guide provides conceptual, procedural, and referential information that allows experiencedprogrammers to customize Webtrends data collection and reporting. It provides instructions for using theWebtrends ODBC Driver to query both the Marketing Warehouse and the Webtrends Analytics Reportdatabases. It also includes documentation for the Active X, C, and Post Plug-Ins that can communicatewith Webtrends Analytics.

Webtrends Guide to Web Analytics

This guide provides an introductory conceptual overview of web analytics, supplemented with examples,graphics, and practical worksheets to help you understand Webtrends architecture and create a strategyfor customizing Webtrends Analytics for your key business metrics. Topics covered in this guide includecollecting web activity data, understanding visitor behavior, filtering and analyzing your data, measuringacquisition, conversion, and retention, and integrating web analytics data with other business data.


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Providing Feedback

Your comments are very important to us. Please take the time to let us know about your Webtrendsexperience by doing one of the following:

Click Customer Centerin the upper right corner of the Webtrends banner. Then click Contact Us and

click Submit Product Feedback in the right pane. From Webtrends Analytics Reports, click Help > Feedback from the upper right corner of the report.

The Feedback page of the Webtrends web site opens in a new browser window. You can use it to report abug, request a feature, or give general feedback about your user experience.

Documentation Center

The Webtrends Documentation Center brings together a variety of materials and references to help youlearn to use Webtrends products more effectively. To access the Documentation Center:

Go to webtrends.com, click Support, then click Product Documentation (under Documentation andDownloads).

Click Documentation Center in the left footer in any of the guides.

Conventions

The library uses consistent conventions to help you identify items throughout the documentation. Thefollowing table summarizes these conventions.

Convention Use

Bold Window and menu items

Technical terms, when introduced

Italics Book and CD-ROM titles

Variable names and values Emphasized words

Lucida Console File and folder names

Commands and code examples

Text you must type

Text (output) displayed in the command-line interface


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Table of Contents

Chapter 1

What Is SmartView?Who Should Use SmartView? ................................................................................................................1

How Customers Use SmartView ............................................................................................................1

Media Sites Use SmartView to Captivate Visitors .........................................................................1

Commerce Sites Use SmartView to Drive Orders ..........................................................................2

Campaign Managers Use SmartView to Optimize Landing Pages ................................................2

What Types of Web Sites Work with SmartView? ................................................................................2

Document Revision History ...................................................................................................................4

Chapter 2

Installing and Using SmartViewInstalling SmartView ..............................................................................................................................5

Upgrading From an Earlier Version .......................................................................................................6

Troubleshooting Upgrade Issues .....................................................................................................6

Upgrading SmartView Manually ....................................................................................................6

Working with the SmartView Sample ....................................................................................................7

Starting SmartView ................................................................................................................................7

Working With SmartView ......................................................................................................................8

Viewing Reports in SmartView ......................................................................................................8

Customizing SmartView ...............................................................................................................10

Adding a New Connection ............................................................................................................11

Document Revision History .................................................................................................................12

Chapter 3

Setting Up SmartView ReportingGetting Started ......................................................................................................................................13

Creating a Profile for Basic SmartView Reports ..........................................................................13

Creating an Advanced SmartView Profile ....................................................................................15

Configuring Page File Types for SmartView ................................................................................16

Giving Users Access to SmartView ..............................................................................................17
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Configuring SmartView Using JavaScript Tags ...........................................................................17

Adding Scenarios and Custom Segments to SmartView ......................................................................20

Creating Scenarios for SmartView ...............................................................................................20

Creating Custom Reports for SmartView .....................................................................................22

Fine-Tuning SmartView Data ..............................................................................................................23Tagging to Uniquely Identify Links ..............................................................................................24

Preparing Dynamic Site Data for SmartView ...............................................................................24

Adjusting Report Period Settings ..................................................................................................25

SmartView and Your Web Site Strategy ..............................................................................................26

Using SmartView for A/B Testing ................................................................................................26

Using SmartView to Measure Offer Success ................................................................................27

Using SmartView to Optimize Landing Pages .............................................................................27


Chapter 4SmartView Best Practicesand TroubleshootingBest Practices for Configuring SmartView ..........................................................................................29

Session Tracking ...........................................................................................................................29

URL Rebuilding ............................................................................................................................30

Page File Types .............................................................................................................................30

Domains ........................................................................................................................................30

Report Period Settings ..................................................................................................................31

Data Trimming ..............................................................................................................................31

Report Measures ...........................................................................................................................35

Troubleshooting SmartView .................................................................................................................36


Index ....................................................................................................................... 39


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Chapter 1What Is SmartView?

SmartView, the intuitive metrics overlay solution, makes it easy to evaluate the most important real estate

of your web site by any number of the twenty success measures that tracks. With SmartView, you can

easily navigate to any of your important goal pages to measure link performance, evaluate content and

offers, and optimize page conversion. SmartView also allows you to precisely identify how different

customer segments interact with offers and creative elements on each page. For example, with SmartView

you can evaluate whether your Google visitors respond better to a promotion then your Yahoo visitors.With Custom Reporting, SmartView can be customized to track any segment that is important to your

business.

Who Should Use SmartView?SmartView is an ideal solution for:

Optimizing the conversion of your goal pages

A/B testing of new creatives, landing pages, and product promotions

Determining which offers appeal to specific customer segments to drive business

How Customers Use SmartViewBecause SmartView is extremely flexible, you can apply it to your primary Web site objectives whether

your Web site sells products, generates leads, provides customer self-service, or sells advertising.

SmartView provides a precise understanding of how site visitors interact with each page.

The next section discusses just a few of the ways that SmartView helps you act on visitors behavior on

your most critical pages.

Media Sites Use SmartView to Captivate VisitorsMedia sites place a premium on making sure the front page engages readers to view more articles and

advertisements. With SmartView, this process has never been easier.

A content editor can use SmartView to A/B test story headlines and determine which stories grab readers,

to place stories appropriately on the page, and then to measure the success of each story in driving pages

views and visit duration. For more information about setting up SmartView for A/B testing, see

SmartView and Your Web Site Strategy on page 26.


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What Types of Web Sites Work with SmartView? What Is SmartView?

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Commerce Sites Use SmartView to Drive OrdersMerchandising managers for commerce sites can use SmartView to see which offers drive clickthroughs,

and more importantly revenue, to the site. SmartView makes this process easy by superimposing any

revenue-oriented metric (average order size, revenue, cart add, orders) on any of the product listings and

prominent offers on a page.

For more information about using SmartView to evaluate the success of your offers or other elements on

your site, see SmartView and Your Web Site Strategy on page 26.

Campaign Managers Use SmartView to Optimize Landing PagesCampaign managers can use SmartView to see how target audiences respond to different calls to action on

the landing page.

For example, a campaign manager running a new pay-per-click campaign can test whether the pay-per-

click visitors from Google respond better to the offer than visitors from Yahoo.

For more information about using SmartView to compare segments, see SmartView and Your Web Site

Strategy on page 26.

What Types of Web Sites Work with SmartView?SmartView can provide link data for the following web site configurations:

HTML links to pages only. SmartView does not report on unlinked images.

HTML images mapped to links.

Links within the configured domains. SmartView cannot provide data for off-site links.

HTML web sites that do not use frames.

SmartView can report on static links that have been created by JavaScript that contain an actual page

reference, such as document.write("


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What Is SmartView? What Types of Web Sites Work with SmartView?

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The following graphic shows a report summary for the entire web site in the Pages dialog, with link data

tagged and highlighted on the web page.


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Document Revision History What Is SmartView?

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Document Revision HistoryTable 1: Document Revision History contains a summary of changes made to this document beginning

with the release of Webtrends Analytics, version 8.7.

Table 1: Document Revision History

SoftwareVersion

Dateof Last Update

Summary of Changes

Fall 2009

Release

November, 2009 Corporate branding updates.

v8.7d July, 2009 Added footer link to Documentation Center.

v8.7 March, 2009 Added Document Revision History section.


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Chapter 2Installing and Using SmartView

This chapter provides information about installing SmartView, using SmartView sample data to get

familiar with SmartView reports, and working with report data in SmartView. Note that before you can

view reports for your web site in SmartView, your administrator or someone with appropriate user rights

must create an Advanced SmartView profile or enable SmartView in a Analytics profile. For more

information, see Setting Up SmartView Reporting on page 13.

Installing SmartViewYou can access the SmartView installation program through Administration. Review the minimum system

requirements before installing SmartView.For more information, see .

To install SmartView:1. Log in to .

2. In the left pane, clickAdministration > InstallComponents.

3. ClickInstall SmartView. The SmartView Installation Wizard starts.

4. The Welcome window opens. ClickNext.

5. Select the I accept the terms of the license agreement option. You cannot continue with the

installation without accepting the license agreement. ClickNext.

6. The Destination Folder dialog opens, showing the default installation folder for SmartView. The default

location is C:\Program Files\ SmartView.

a. If you want to accept the default location, clickNext.

b. If you want to install to another location, clickChange and browse to it.

7. ClickInstall to start the installation.

8. When you are prompted to close all Microsoft Office applications, close all the Internet Explorer

windows including the one running .

Note

If you do not have Administrator rights to the computer where you are installing SmartView,

your Windows user account must belong to the Power Users group before you can install

SmartView.


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Upgrading From an Earlier Version Installing and Using SmartView

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9. ClickFinish to close the Installation Wizard.

Upgrading From an Earlier VersionWhen a newer version of SmartView is available, an Outdated Version message is displayed when you

log in. SmartView prompts you to install the upgrade.

To install the upgrade:

1. ClickUpgrade.

2. When the installation program prompts you to close all open Microsoft Office applications, close all the

Internet Explorer windows including the one running and clickRetry.

3. ClickFinish to complete the installation.

Troubleshooting Upgrade IssuesIf you are prompted again to upgrade SmartView even after installing a newer version, completing this

procedure may resolve the issue.

To resolve upgrade issues:

1. Restart your computer.

2. Start SmartView.

a. If when you log in to SmartView you are not prompted to upgrade SmartView, restarting your

computer released the file that caused SmartView to display this message. The upgrade issue is

resolved.

b. If when you log in to SmartView you are still prompted to upgrade SmartView, remove all the files

from the temporary directory for your user account. For example, delete the files in

C:\Documents and Settings\username\Local Settings\Temp. Then uninstall and reinstall

SmartView.

Upgrading SmartView ManuallyIf you use Analytics On Demand and you are prompted to upgrade SmartView, but your companys

firewall does not allow you to run the upgrade program, you can use this procedure to install the new

version manually.

To upgrade SmartView manually:

1. Contact Support to get the SmartView settings.ini file that supports this manual installation.

2. Download the Client Components package located at

http://www.webtrends.com/support/wtd.aspx.

3. Save the installer.zip file to your computer.

4. Extract the contents of the ZIP file and run setup.exe.

5. When the installation is complete, replace the settings.ini file that is located in the root of the

SmartView Installation Directorywith the settings.ini you received from Support.
mailto:[email protected]://www.webtrends.com/support/wtd.aspxmailto:[email protected]:[email protected]://www.webtrends.com/support/wtd.aspx


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Installing and Using SmartView Working with the SmartView Sample

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Working with the SmartView Sampleprovides sample data that lets you see the reports and metrics available. Installing the SmartView sample

allows you to look at SmartView data even before your administrator has created SmartView-compatible

profiles for you to use.

To install the SmartView sample:

1. Log in to the .

2. In the left pane, clickAdministration > Install Components > Accessories.

3. ClickSample Downloads.

4. Select the Zedesco SmartView (Sample) and clickSave.

5. Before the sample is copied to your computer, you must accept the License Agreement. If you agree to

the stated terms, select I accept the terms of the license agreement, and clickNext. Otherwise, click

Cancel.

6. Select the samples you want to install, and clickNext.

7. ClickInstall.

8. You are notified when the installation is complete. ClickFinish to close the wizard.

Starting SmartViewAfter you install SmartView, you can log in to SmartView and look at sample report data. If you are

upgrading from an earlier version of SmartView, no changes are necessary to work with any SmartView-

compatible profiles already set up.

To start SmartView:

1. If you or your administrator created an Advanced SmartView profile, you can start SmartView from

Administration.

a. In the left pane, clickAdministration > Web Analysis > Reports & Profiles.

b. Click the name of an Advanced SmartView profile, and SmartView launches.

2. Otherwise, launch Microsoft Internet Explorer.

3. Type the web site you or your administrator have configured SmartView to work with in the Address

field.

4. Click the SmartView icon in the browser toolbar. SmartView opens in the left pane.

5. If you have multiple Analytics servers you can connect to, log out of SmartView, clickConnections,

and select the connection you want to use. If you are logged in, you must log out to see the

Connections option.

6. Type your user name and password and clicklogin. SmartView connects to the server if that server is

available. If your server is not available, SmartView cannot display your reports or superimpose data in

the web page you are browsing. If you cannot successfully log in, contact your administrator to make

sure you are logging into the correct server.


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Working With SmartView Installing and Using SmartView

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7. Reports for your web site are displayed in the left pane and statistics for the page selected are

superimposed on your web page in the right pane.

Working With SmartViewBecause SmartView superimposes report data on your actual web site, the report data reflects its currentstate. Each day that you log in to SmartView, the most recent data is displayed. SmartView is designed to

answer immediate questions pertaining to recent activity on your site. Keep in mind that as your site

changes and links are removed, SmartView does not show historical data for those links. Instead, for

historical data, you should view reports in the Analytics Reports.

The data available in the report tabs depends on the Analytics profile you are connected to and whether it

is a SmartView enabled standard profile or an Advanced SmartView profile. If you have questions about

the profiles, templates, or reports available to you, please consult your administrator.

Viewing Reports in SmartViewYou can view report data by browsing to your web site and starting SmartView from the browser toolbar.

With your web page displayed in the right pane, and the SmartView controls in the left pane, you can

change the report data you want to view. Use the left pane to perform the following tasks:

To view a different set of data, select a profile from the Profile menu.

To view a summary report for your entire web site, in the left pane, clickSite.

To view reports for an individual web page, in the left pane, clickPage, and in the right pane,navigate to the page that interests you. As you change the web page you are viewing, the data for this

page changes.

To view navigational paths for a web page, in the left pane, clickPaths. As you change the web page

you are viewing in the right pane, the path data changes.

To change the report that controls the data displayed in the link tags, in the left pane, clickLinks, and

select a report from the Reports list. If the report contains segmented visitor data, you can select the

aspect of the report you want the link data to show from the Segments list. If a Scenario Funnel is

available for this report, select a Scenario that you want to show as the default funnel in the link pop-

up.

To view all available measures for the selected report, click the + sign in the link. A check markindicates which measure is currently selected for the link data. You can change the measure that is

displayed in the link data by selecting another in the link pop-up list.

Note

Your administrator configures SmartView data in the Administration. For more information

see Setting Up SmartView Reporting on page 13.


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Installing and Using SmartView Working With SmartView

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SmartView shows the value of the currently selected measure for links on the page. If a page contains links

with duplicate HREFs, you will see a solid line around one of the links and a dashed line around the others.

Note that what you select in the left pane changes the report information in the right pane. As you browse

your site, following different links and looking at various pages, the reports in the left change to show

details for the page you are viewing.

The following graphic shows SmartView and highlights the main features.

The following table describes the callouts in the previous graphic.

Note

You can also view SmartView report data in HTML format from Analytics Reports.

Callout Description

1 Select a profile.

2 Choose a date.


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Installing and Using SmartView Working With SmartView

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To limit the quantity of tags:

1. On the Preferences menu,clickLink Tags > Link Tag Filter.

2. By default, all the available link data is displayed. To refine the amount of data on the selected web

page, you can select Top 10 or Top 5.

Changing Link Color

SmartViews link tags are color-coded according to the measure value displayed in the link. You can

customize the link color scheme either by letting SmartView assign the colors or by selecting the color that

is used for high, medium and low values.

To customize the colors used:

1. On the Preferences menu, clickLink Tags > Link Tag Colors.

2. If you want to choose a color and let SmartView assign shades for each value range, clickGenerate

colors in-between high and low color option.

a. Click the High color selection, and make your selection from the color palette that opens.b. Click the Low color selection, and make your selection from the color palette that opens.

c. ClickSave. SmartView automatically assigns a range of colors between your two choices for the

measure you are currently viewing.

3. If you want to choose the color for each value range, clickManually select all colors option.

a. Click each of the five color settings, and make your selection from the color palette that opens for

each one.

b. ClickSave. SmartView applies your choices to the links you are currently viewing.

Turning Off Link DataBy default, SmartView shows link data for the web page open in the right pane. If you need to turn off the

link data to better see the contents of your web page, you can turn it off by clicking Link Tags > Show

Link Tags on the Preferences menu.

Adding a New ConnectionIf your organization has more than one Analytics server, you can access reports from those servers by

adding SmartView connections.

To add a connection:

1. From the Microsoft Internet Explorer toolbar, click the SmartView icon.2. If the Log In dialog opens, clickconnections. Otherwise, you may need to log out to access the

connections button.

3. ClickNew Connection.

4. Type a description that identifies this connection. This description is used in the list of recognized

SmartView connections.


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Document Revision History Installing and Using SmartView

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5. Type the URL of the server which analyzes your SmartView profiles. For example, http://

host:7099/. Your administrator can provide this information.

6. ClickSave.

Document Revision HistoryTable 1: Document Revision History contains a summary of changes made to this document beginning

with the release of Webtrends Analytics, version 8.7.


SoftwareVersion

Dateof Last Update

Summary of Changes

Fall 2009

Release





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Chapter 3Setting Up SmartView Reporting

Webtrends SmartView allows you to evaluate the most important pages on your web site by a number of

metrics that Webtrends Analytics tracks. Before you can use SmartView, a Webtrends administrator must

create a Webtrends Analytics profile so that it understands your web site and generates reports properly for

SmartView. After you complete these steps, users can install SmartView on their computers and view their

reports. For more information about installing and using SmartView and the type of data that SmartView

tracks, see Installing and Using SmartView in the SmartView Users Guide.

Getting StartedWebtrends provides two ways to track web site activity for SmartView:

If your organization has traffic that is typical for an enterprise-level site, you can use the procedures

described in Creating a Profile for Basic SmartView Reports orCreating an Advanced SmartView

Profile on page 15. Most organizations use this method of tracking page data for SmartView.

If you use Webtrends On Demand or SmartSource Data Collector and your organization has an

exceptionally large site, consider using the JavaScript tag to collect data for SmartView. For more

information, see Configuring SmartView Using JavaScript Tags on page 17.

Creating a Profile for Basic SmartView ReportsBasic SmartView shows link data for all visitors. If you want a report that shows segments of visitors and

you use Advanced SmartView, create an Advanced SmartView profile. For more information, see

Creating an Advanced SmartView Profile on page 15.

To create a Basic SmartView Profile:

1. In the left pane, clickAdministration > Web Analysis > Reports & Profiles.

2. ClickNew.

3. In the Profile Name text box, type a unique name to identify the profile.

4. In the Web Site Domain Name text box, type the URL of your web site.

5. Select the Advanced profile options check box, and clickNext.

6. In the Profile Class dialog, clickStandard (Full-Featured Analysis) as the type, and clickNext.


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Getting Started Setting Up SmartView Reporting

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7. Continue to follow the steps in the New Profile wizard. For more information on the settings in each

dialog, see the Administration Help.

8. When you get to the Report Packs dialog, make sure the Include standard reports check box is

selected.

9. When you get to the SmartView dialog, select the Enable Basic SmartView Reporting check box.10.Specify the domain of your web site and click Next. Typically, you specify the same domain you

specified in the Home dialog. If your site includes more than one subdomain, specify the domain name

that encompasses all of them. For example, yahoo.com is a domain name, while mail.yahoo.com is a

subdomain.

As a best practice, select Use the following domain(s) and type the domains in the text box provided, such

as mysite.com. Separate multiple sites with a space.

11. When you get to the Summary dialog, clickAdditional Settings.

12.ClickAnalysis > Page File Types.

13.ClickUse page file type definitions listed below.

14.If Page File Types settings have been globally configured, clickImport Global List.

a. Edit each definition indicated in the Truncate Query Strings column as Yes.

b. Make sure Show query string in reports is selected.

15.Otherwise, clickAdd File Type.

a. In the File Extension text box, type the extension of a file type that your web site uses.

b. Leave Show query string in reports selected.

c. Add all the file types that your web site uses.

d. ClickDone.

16.If you are using the software version of Webtrends, clickAnalysis >Table Sizes and specify the limit

forSingle Level Paths, Forward.If you use Webtrends On Demand, click Analysis > Table Sizes and

view the limit forSingle Level Paths, Forward. You can contact Support if you want to request a

change to this setting.

Use the following guidelines:

If your web site has fewer than 1000 unique pages, set the limit to 50000.

If your web site has fewer than 10000 unique pages, set the limit to 100000.

f your web site has fewer than 50000 unique pages, set the limit to 500000.

17.ClickReports > Report Periods. As a best practice, configure the Report Periods and Storage

settings for one of the following period sets:Daily and weekly data

Daily and monthly data

Daily data only.

For more information, see Adjusting Report Period Settings on page 25.


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18.ClickReports > ReportTemplates and select a template that contains the following reports:

Pages

Entry page

Exit pages

Single-page visits

Single-level paths, forward

Single-level paths, reverse

Webtrends Analytics uses these reports that to populate your SmartView reports. You can confirm which

reports a template contains by selecting Web Analysis > Report Designer > Templates.

19.ClickAdministration> Profile Access and make sure that users who need this profile are listed and

that you give them at least View profile andView Report rights.

20.ClickAnalysis > Session Tracking and make sure the tracking method selected for this profile

includes one or more of the alternate methods (Auth, URL, Param, orCookie). SmartView requires a

method other than the IP Address and agent combination to track routes through your site. This data is

needed for the Single Level Paths in the Pages dialog.

21.ClickAdvanced > URL Rebuilding. Select the URL Rebuilding definition that identifies the unique

pages on your web site. For more information about URL Rebuilding, see Preparing Dynamic Site

Data for SmartView on page 24.

22.ClickSave. After Webtrends analyzes the profile, you can view your reports in SmartView.

Creating an Advanced SmartView ProfileWith Advanced SmartView, you can add segmentation data to your SmartView reports. Advanced

SmartView is an Add-On feature for Webtrends Analytics.

To create an Advanced SmartView profile:

1. In the left pane, clickAdministration > Web Analysis > Reports & Profiles.

2. ClickNew.

3. In the Profile Name text box, type a unique name to identify the profile.

4. In the Web Site Domain Name text box, type the URL of your web site.

5. Select the Advanced profile options check box.

6. If you are using the software version of Webtrends,select Web Server as the content to be analyzed.

7. Select Advanced SmartView as the type and clickNext.

8. Continue to follow the steps in the New Profile wizard. For more information on the settings in each

dialog, see the Administration Help.

9. When you get to the SmartView dialog, specify the domain of your web site. Typically, you specify the

same domain you specified in the Home dialog. If your site includes more than one subdomain, specify

the domain name that encompasses them. For example, yahoo.com is a domain name, while

mail.yahoo.com is a subdomain.


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As a best practice, select Use the following domain(s) and type the domains in the text box provided, such

as mysite.com. Separate multiple sites with a space and clickNext.

10.If you are using the software version of Webtrends, in Page File Types, clickUse page file type

definitions listed below.

If Page File Types settings have been globally configured, clickImport Global List. Edit eachdefinition indicated in the Truncate Query Strings column as Yes, and clickShow query string in

reports.

If Page File Types settings have not been configured, clickNew to specify the pages included in

the Webtrends reports that are the foundation for SmartView reports. For more information, see

Configuring Page File Types for SmartView on page 16.

11. In URL Rebuilding, select your URL Rebuilding definition that identifies the unique pages on your

web site. For more information about URL Rebuilding, see Preparing Dynamic Site Data for

SmartView on page 24.

12. In Session Tracking, make sure the tracking method selected for this profile includes one or more of

the alternate methods, (Auth, URL, Param, or Cookie). SmartView requires a method other than the

IP Address and agent combination to track routes through your site. This data is needed for the SingleLevel Paths report in the Pages dialog.

13.Continue to follow the steps in the profile wizard. When the Summary dialog is displayed, click

Additional Settings.

14.ClickReports > Report Periods. As a best practice, configure the Report Periods and Storage

settings for one of the following period sets:

Daily

Daily and Weekly

Daily and Monthly.

For more information about report periods, see Adjusting Report Period Settings on page 25.15.ClickAdministration > Profile Access and make sure users who need this profile are listed and that

you give them at least View profile andView Report rights.

16.ClickSave. After Webtrends analyzes the profile, you can view your reports in SmartView.

Configuring Page File Types for SmartViewIf you are creating profile to use with SmartView and your web site is created using dynamic pages, Page

File Types definitions determine which pages are included in the reports that SmartView uses. Use the

Page File Types dialog to specify the file extensions that identify pages on your Web site. For example, if

your Web site is made up of mostly ASPX pages, the Page File Types definitions you use in your

SmartView profile should include an ASPX definition. You should also configure your Page File Typesdefinitions to show query string in reports. The Show query strings in reports setting is required in order

for Webtrends report data to match the URLs on your Web site, making SmartView reports more

meaningful.


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If your global page file types definitions use the Show query string in reports setting, you can use the

globally defined list. Otherwise, create your own list of page file types for your SmartView profile as

described in the following procedure.

To specify page file types for SmartView:

1. In the left pane, clickAdministration > Web Analysis > Reports & Profiles.1. Mouse over a profile and clickEdit from the Action menu.

2. ClickAnalysis > Page File Types.

3. ClickUse page file types listed below.

4. ClickNew.

5. Type an extension that identifies one of the your web site uses in the File Extension text box, such as

aspx.

6. ClickShow query string in reports and clickDone.

7. Add all the file type extensions that identify pages on your web site.

Giving Users Access to SmartViewThe installation for SmartView is available to users if you give them SmartView access. Users also need

rights to view at least the SmartView-enabled profile, and rights to view reports. Use the Users dialog to

assign these rights globally as described in the following procedure or you assign them in only the profiles

you choose.

To give users access to SmartView:

1. In the left pane, clickAdministration > Application Settings > Users.

2. Add or edit a user.

3. In the User Rights dialog, select the SmartView check box to allow the user to install SmartView.

4. If you want to give the user rights to view all profiles and reports, select the View check box for the

Profiles and Reports components.

5. Otherwise, give the user access on a profile basis. For more information, see Creating a Profile for

Basic SmartView Reports on page 13.

Configuring SmartView Using J avaScript TagsIf you use Webtrends On Demand or SmartSource Data Collector and you have a Custom Reports Pack,

you can configure your Webtrends JavaScript tag to track pages for SmartView. With SmartView page

tracking enabled in the tag, and a META tag on the pages you want SmartView to track, you can identify

the pages that you want to make available in your SmartView reports. To report on SmartView-tagged

pages, you create a SmartView-compatible custom report that uses filters to report on only SmartView-

tagged pages.


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Profile analysis table limits and report table limits determine the amount data available in SmartView.

Although tagging pages for SmartView transition tracking increases the likelihood that SmartView shows

data for the pages you have tagged, these pages are still subject to the analysis and report table limits.

Therefore, it is possible that some pages tagged for SmartView tracking may not be available in the

SmartView report if limits are met. For more information about these limits, see SmartView Best

Practices and Troubleshooting in the SmartView Users Guide.

Consider using the JavaScript tag to track SmartView pages if your organization:

Has a large, high-traffic site

Has a site that is updated frequently or is highly dynamic

Wants to be sure that SmartView reports include a specific set of pages

SmartView Page Tracking Parameters

If you tag your site for SmartView page transition tracking, Webtrends On Demand or SmartSource Data

Collector generates query parameters that you can use in custom report filters so that your reports show

link data for only SmartView-tagged pages. You can create a filter that uses either or both of these query

parameters.

Unlike some Webtrends query parameters, you should not use these query parameters to tag your web site.

Setting Up SmartView Page Tracking

Setting up SmartView page tracking involves:

Enabling SmartView page transition tracking in the JavaScript tag

Enabling SmartView filters in a SmartView-compatible custom report

Creating an Advanced SmartView profile

Tagging your web site with the SmartView page transition META tag

Query Parameter Description

WT.tsp Identifies transition source pages. When the JavaScript tag creates and passes this

parameter, Webtrends tracks the transition from the source page to the next pages

visited. You use this parameter in a custom report filter to focus the report on only

page transition pages.

WT.ttp Identifies transition target pages. When the JavaScript tag creates and passes this

parameter, Webtrends tracks the transition from the previous page to the target

page. You use this parameter in a custom report filter to focus the report on only

page transition pages.


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To set up SmartView page tracking:

1. Using the Tag Builder at tagbuilder.Webtrends.com, create a JavaScript tag that includes SmartView

Transition Tracking. You will implement the tag on your web site after you set up your profile and

report. For more information, search for Implementing the JavaScript Tag on Your Web Pages in

Administration Help.

2. Assign the SmartView custom report filters to the SmartView-compatible links reports you plan to use.

a. In the left pane, clickWeb Analysis > Report Configuration > Custom Reports > Reports.

b. You can copy a preconfigured links report or create a new links report. For more information about

creating a custom report, see Creating Custom Reports for SmartView on page 22.

c. In the Filters dialog, select the Include check box for the SmartView Transition Source Page filter

and the SmartView Transition Target Page filter.

d. ClickSave.

3. Create an Advanced SmartView profile. For more information, see Creating an Advanced SmartView

Profile on page 15.

a. Make sure that your modified links reports are enabled in your profile.

b. ClickAdvanced > Reports.

c. Select the Enabled check box to enable your modified link reports. Makes sure that you clear the

Enabled check box for all link reports that do not use your SmartView filters.

4. Tag your web site with your JavaScript tag and the following META tag:

Add the META tag to the HEAD section of each web page that you want to track for SmartView. As a best

practice, you should only tag a subset of pages for best performance and greater chances of having the

pages that you tag available in your SmartView report.

Note

If you later decide that you do not want to track a page for SmartView but want to preserve

the tag for future use, edit the META tag and set the CONTENT value to 2. Otherwise, you

can remove the tag from the page, and it is no longer tracked for SmartView.


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Adding Scenarios and Custom Segments toSmartView

Creating Scenarios for SmartViewYou can report on well-known paths through your site, such as shopping cart checkout steps, using

Scenario Analysis. Reporting on Scenario Analysis in SmartView requires Custom Reporting.

Creating Scenario Analysis Definitions

You can configure Scenario Analysis either by specifying URLs associated with the scenario or specifyingSmartSource tags. If you use Webtrends software without SmartSource Data Collector, you define each

step by specifying the URL that identifies it. If your web site uses dynamic pages, you also specify the

parameters associated with the page requests.

Alternatively, we recommend that if you are using Webtrends On Demand or Webtrends software with

SmartSource Data Collector, you use SmartSource tags to configure your Scenario Analysis definition. In

Webtrends Administration, create a Scenario Analysis definition that specifies the SmartSource tags you

included in your web pages. If you use this method, you do not need to specify the URLs of the pages.

After you create a Scenario Analysis definition, place SmartSource tags on each page of a step that you

want to track. These tags indicate the Scenario Analysis name and include information about either the step

name or the step number.

To create Scenarios for SmartView:1. In the left pane, clickAdministration > Web Analysis > Report Configuration > Scenario Analysis.

2. ClickNew.

3. Type a unique name that identifies this scenario in the list of Scenario Analysis definitions in the Name

text box.

4. If you want to use SmartSource tags to configure your web site for Scenario Analysis, type the value of

the WT.si_n parameter in the SmartSource Identification String text box. Webtrends identifies the

web pages having this value with this Scenario Analysis definition. Otherwise, leave this text box

blank.

5. Type an informative description for the Scenario in the Short Description text box.

6. Provide explanatory information for report users in the Help Card text box.

7. If you want Webtrends to use only SmartSource tags to identify scenarios, select the Use SmartSource

tags exclusively check box.

8. If you want Webtrends to identify scenarios by the URLs that you specify (either as the primary method

or as an alternative to SmartSource tags), clear the Use SmartSource tags exclusively check box.

Note

SmartView does not recognize Scenarios that are automatically configured by placing

SmartSource tags on your web site. Instead, specify the URLs for each step in the well-

known path as described in the following procedure.


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9. ClickAdd to configure each step in the Scenario.

a. Type a unique name for the step in the Name text box. The name identifies the step in the

Webtrends user interface.

b. Type the Webtrends query parameter that identifies the step in the SmartSource Identification

String text box. To identify the step by name, use the value of the WT.si_p parameter. For example,specify CartView. To identify the step by position, specify the value of the WT.si_x parameter.

c. After you configure all the steps for this scenario, arrange the steps in the Ordered List of Steps list

box to specify each steps position.

For more information about these query parameters, see Implementing Scenario Analysis Smart-

Source Tags on page 22.

d. Type a name that identifies the step in reports in the Report Name text box.

e. Provide explanatory information for this step in the Help Card text box. This information is

included in the Help Card section of the report.

f. ClickNext.

g. If you selected the Use SmartSource tags exclusively check box, do not specify settings in the When

to Measure dialog. Otherwise, type the URL of the page to track for this step in the Page

Expression text box. Webtrends looks for SmartSource data first, and if there is none, it identifies

scenario data using the URLs you specify in the Page Expression text box.

h. If you want to treat the Page Expression as a regular expression, select the Regular Expression

check box. Otherwise, leave the check box clear.

i. ClickNew URL Parameter to specify the parameters that define this step. For more information

about configuring URL parameters, see Help for each dialog.

j. ClickSave.

10.Repeat Step 9 for each step in your Scenario.11.Use the arrows in the Ordered List of Steps list box to arrange the steps in the order that visitors

encounter them.

To add your Scenario to a custom report:

1. In the left pane, clickAdministration > Web Analysis > Report Configuration > Custom Reports >

Reports.

2. Select New.

3. In the General dialog, select SmartView Compatible Custom Report and select Link Segment

Report. ClickNext.

4. UnderSegment Dimension, select your Scenario Analysis definition. ClickNext.

5. In the Measures dialog, select one of the Scenario steps from the Column 1 list.


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6. ClickAdd Measure and select another Scenario step from the Column 2 list. Continue adding all the

steps in your Scenario Analysis definition as measures. If you do not specify all the steps as measures,

the Scenario Analysis graph is not included in the link pop-up window.

7. Continuing creating your custom report. For more information about the settings in each dialog, see the

Help.

Implementing Scenario Analysis SmartSource Tags

If you are using SmartSource tags to configure Scenario Analysis, tag the web pages that you want to track

using the query parameters described in this section.

Tag your site using the parameters and values you specified in your Scenario Analysis definition.

WT.si_nWebtrends uses this parameter to identify the Scenario Analysis definition a web page is associated

with. This parameter indicates the name of the Scenario Analysis definition. The maximum length for

each name value is 64 characters. The value of this parameter matches the Scenario Analysis Name in

the Webtrends user interface.

WT.si_pOne of two ways to identify the steps in the Scenario Analysis definition. This parameter identifies the

step using a text-based value. Webtrends matches the value of this parameter with the value in the step

Name in the Webtrends user interface. If you use this parameter, do not use the WT.si_x parameter.

WT.si_xOne of two ways to identify the steps in the Scenario Analysis definition. This parameter identifies the

step using a numeric value. Webtrends matches the value of this parameter to the order in which the

steps are arranged in the Ordered List of Steps list box in the Webtrends user interface. If you use this

parameter, do not use the WT.si_p parameter.

Creating Custom Reports for SmartViewWith Custom Reporting, you can create additional custom reports for Advanced SmartView that let you

analyze your web site using the dimensions and measures most insightful for your purposes.

To create a SmartView-compatible custom report:

1. In the left pane, clickAdministration > Web Analysis > Report Configuration > Custom

Reports > Reports.

2. ClickNew.

3. Select SmartView from the Category list to mark the report as a SmartView report in the Custom

Reports list.


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4. In the General dialog, select SmartView Compatible Custom Report. Select the type of SmartView

report you want to create.

If you want to create a report that shows link data for all visitors, select All Visitors Link Report.

If you want to create a report that shows link data by the visitor segments you specify, select Links

by Segment Report.

If you want to create a report that shows page data for all visitors, select All Visitors Page Report.

If you want to create a report that shows page data by the visitor segment you specify, select Pages

by Segment Report.

If you want to create a report that includes a Scenario Analysis definition, select Links by

Segment Report.

5. ClickNext.

6. In the Dimensions dialog, specify settings for the focus of the report.

7. In the Measures dialog, specify the aspects of the selected dimension(s) you want included in this

report. As a best practice, you should only specify measures that you need in the report.

8. If you are collecting visitor activity for SmartView using the SmartView transition tracking tag, select

the SmartView Transition Source Page filter and the SmartView Transition Target Page filter. For

more information, see Configuring SmartView Using JavaScript Tags on page 17.

9. To enable these reports, select them in the Reports dialog of an Advanced SmartView profile.

For more information, see Creating Custom Reports in the Webtrends Administration Users Guide.

Fine-Tuning SmartView DataAs your experience with SmartView grows, you may find it necessary to modify some settings that affect

the link data available. This section discusses solutions to these issues:

Tagging your site with the SmartView query parameter if your site has multiple links on a page thatgo to the same URL.

Creating a URL Rebuilding definition that properly identifies pages so that SmartView shows

accurate link data.

Adjusting analysis and report limits of any SmartView-compatible custom reports for optimal

distribution of link data.


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Tagging to Uniquely Identify LinksFor SmartView to differentiate multiple links on a web page that all lead to the same URL, use the WT.svl

query parameter to uniquely identify the links. For example, if you have two links on your home page that

both go to the store page, you should use the SmartView query parameter to identify each link.

To use the SmartView query parameter:1. Place the WT.svl parameter on every page where multiple links lead to the same page.

Assign each link a unique value. For example if three different links on each page go to the same target

page, you would assign each link a unique value as shown in the following example:

http://www.mydomain.com/?WT.svl=link1http://www.mydomain.com/?WT.svl=link2http://www.mydomain.com/?WT.svl=link3

SmartView uses WT.svl to assign the appropriate measure values to individual links.

If you use basic SmartView reporting, you need to enable the Links Measures report in your SmartView-

enabled profile.

To enable the Links Measures report:1. In the left pane, clickAdministration > Web Analysis > Reports & Profiles.

2. Mouse over your SmartView-enabled profile and click Edit on the Action menu.

3. ClickAdvanced > Custom Reports.

4. Select the Links Measures check box.

5. ClickSave.

Preparing Dynamic Site Data for SmartViewIf your web site content is dynamically generated and you do not use SmartSource Data Collector (SDC) or

Webtrends On Demand, you need to specify in Webtrends which parameters in URLs identify pages on

your site. You specify these parameters by creating a URL Rebuilding definition. The URL Rebuilding

definition specifies not only the parameters that matter for identifying pages, but also the parameters in the

URL that Webtrends should ignore during processing. For example, Webtrends should ignore sessionid

orvisitorid parameters because these unique values make every URL look like a unique page duringprocessing. Also, if your web site has an internal search engine or a knowledge base, exclude the query

strings for search engines and knowledge base-related parameters that can quickly fill up the table with

unique URLs.

Note

Do not include WT.svl in your URL Rebuilding definitions. Webtrends automatically

recognizes this parameter and uses it only when creating SmartView custom reports. If you

include WT.svl in a URL Rebuilding definition, non-SmartView reports are affected. If you

exclude it in a URL Rebuilding definition, Webtrends will not be able to use it to differentiate

links when creating SmartView reports.


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As a best practice, if you have a site with many products, the URL Rebuilding definition that you use for

your SmartView profile should only include the parameters for top-level product categories, rather than the

individual products. To report on products extensively, you should create a separate standard profile that

uses a different URL Rebuilding definition.

Without a properly configured URL Rebuilding definition, SmartView is unable to differentiate links on

your site's web pages, resulting in inaccurate link data.

To create a URL Rebuilding definition:

1. In the left pane, clickAdministration > Web Analysis > Options > URL Rebuilding.

2. ClickNew.

3. In the Name text box, specify a name for this definition .

4. Select Include All Parameters Except Those Specified in the Exception List.

5. ClickNew.

6. In the Parameters text box, type the parameters that do not identify pages uniquely, such as

sessionid. Use a comma to separate multiple parameters.

7. Save your URL Rebuilding definition.

8. Select this definition in SmartView-enabled profiles, and reanalyze your profiles.

Adjusting Report Period SettingsTypically, you use SmartView to answer immediate questions about how your web site is currently

performing. Because web sites change constantly, it does not make sense to collect yearly or quarterly

period data for SmartView profiles. To collect more of the data that is most important for SmartView

reports, you should focus reporting on short-term time periods (such as daily and weekly periods).

Reporting on short-term data also optimizes the disk space, processing speed, and memory needed to

create these reports.As a best practice, you should configure your SmartView profiles to collect one of the following period

sets:

Daily and weekly data (Basic SmartView only)

Daily and monthly data

Daily data only

Collecting and storing only the report periods that make sense for SmartView means that as your web site

changes, there should be room in the internal tables that store analysis data to track those new links and

pages.

To specify report periods:1. Edit your SmartView profile.

2. ClickReports > Reports.

3. Select only the check boxes for the time periods you need.

4. For each period that you select, you can specify the number of reports that you want to store. This

setting affects disk space.


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SmartView and Your Web Site StrategyThis section describes some ways that you can use SmartView to meet your organizations goals for your

web site.

Using SmartView for A/B TestingNo matter what the objective of your web site is, A/B testing can help you identify design elements that

compel your visitors to respond, whether that means clicking on a promotion, purchasing a product, or

reading a news story.

SmartView allows you to conduct tests that identify visitor responses to the variable you are testing. You

can view the results of those tests through data directly superimposed on the web pages you are testing.

One way that you might use SmartView for A/B testing is to test the elements of an email campaign. Some

design elements you might test are:

Email campaign subject line

Landing page header

Landing page background color

Font size

Graphic for call to action

Placement of call to action text

Demographic responses to elements

The following graphic shows a sample promotional offer and some design elements you might want to test

using SmartView:

As a best practice, you can either test one element at a time or multiple elements at a time in a controlledenvironment so that you can identify the winning element for each test.


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In our email campaign example, you could ask your web site developer to create separate landing pages for

each layout that you would like to test. For example, if you want to compare responses to three landing

page headers, have your web developer create three separate landing pages. Make sure that each page is

designed in such a way that you can navigate to them using SmartView. You can also subdivide the group

of emails sent to your test audience so that each landing page has the potential for equal numbers of

responses.Ask your Webtrends administrator to create a SmartView profile that includes the time period surrounding

your email campaign. You may also want your administrator to create an analysis filter that includes only

traffic from your landing pages.

After your profile is set up and analysis completes, you can log in to SmartView, browse to each of the

landing pages, and view metrics such as clickthroughs and conversions for the elements you are testing.

For more information about performing effective A/B testing, see Optimizing Your Marketing

Campaigns with A/B Testing in the Customer Center.

Using SmartView to Measure Offer SuccessSmartView makes it easy to see which offers are most successful. No special configuration is required toget revenue information for prominent offers and product listings.

Simply have your Webtrends administrator create a SmartView-compatible profile. After Webtrends

analyzes the profile, log in to SmartView and browse to the page that contains the products or offers you

are interested in.

Click the + sign in the superimposed link data. A pop-up window opens, and you can select the revenue

related metric you want to view. When you select a revenue metric, the default metric changes for all links

on that page so that you can compare this revenue metric to other links that generated revenue on that page.

Using SmartView to Optimize Landing PagesIf you want to use SmartView to see how a target audience responds to different calls to action on the

landing page, have your Webtrends administrator create a custom report filter and a SmartView-

compatible custom report as described in this section.

Webtrends provides many pre-configured visitor segments for you to use as dimensions in your custom

report. Webtrends also includes a complete set of metrics that you can use as measures. This section

provides an example of using the power of custom reports to show only visitors for two paid search

engines in the SmartView link data.

To create the custom report filter:


Filters.

2. ClickNew.

3. Select Search Engines from the Category list.

4. Select Hit as the Type of Filter.

5. Select Filter Must Match ALL criteria.

6. ClickNew.


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7. Select Most Recent Search Engine Paid from the Filter On list.

8. Select Equal To for Match Values.

9. Type Google|Yahoo in the text box.

10.Select Regular Expression. ClickSave.

To create the custom report that uses your new filter:


Reports.

2. ClickNew.

3. Select SmartView Compatible Custom Report and select Links by Segment.

4. In the Dimensions dialog, select Most Recent Search Engine Paid as the Segment Dimension.

5. In the Measures dialog, select Clickthroughs

6. In the Filters dialog, select the Search Engines filter that you just created. ClickSave.

Your administrator should also create an Advanced SmartView profile that uses this custom report. After

Webtrends analyzes the profile, log in to SmartView and select this report in the Links dialog.

Document Revision HistoryTable 1: Document Revision Historycontains a summary of changes made to this document beginning with

the release of Webtrends Analytics, version 8.7.


SoftwareVersion

Dateof Last Update

Summary of Changes

Fall 2009

Release





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Chapter 4SmartView Best Practicesand Troubleshooting

Use this chapter to learn the best methods of configuring SmartView and to investigate any issues with

your SmartView reports. Most of this information is intended for administrators, but it is helpful for all

users who can create profiles.

Best Practices for Configuring SmartViewAlmost all the configuration needed for SmartView to work with your web page and to communicate

properly with Analytics takes place in the profile. To use SmartView successfully, you must configure the

profile correctly for your web site, and you need to analyze frequently enough that your data matches the

current state of your web site. If your web site changes, you might need to change your profile settings, and

if you modify profile settings, SmartView does not reflect your changes until after the profile is analyzed.

If you corrected settings in your SmartView profile and you want historical data to reflect your changes,

you need to reanalyze the profile rather than simply waiting for the next analysis.

If you use Basic SmartView reporting, you configure these settings in a Standard Full-featured Analysis

profile type. If you have Advanced SmartView, you can configure an Advanced SmartView profile thatallows you to include more specialized data like customer segments in your reports.

This section covers the settings most important in your profiles and reports. For more information, see

Setting Up SmartView Reporting on page 13.

Session TrackingSmartView profiles require a session tracking method other than the default method, IP Address/User

Agent combination. Make sure the profile uses one of the following alternate session tracking methods:

authenticated user name, matching a URL, matching a query parameter, or by persistent cookie.


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URL RebuildingIf your web site content is dynamically generated, and you do not use SmartSource Data Collector (SDC)

or On Demand, you need to specify which parameters in URLs identify pages on your site parameters by

creating a URL Rebuilding definition. The URL Rebuilding definition specifies both the parameters that

matter for identifying pages and the parameters in the URL that should ignore during processing. should

ignore parameters such as sessionid orvisitorid that make every URL look like a unique page during

analysis. For example, if URLs for your site include unique customer identifiers specified using the

cust_id parameter, you should exclude this parameter. Otherwise, each URL with a unique cust_id

parameter is considered unique, which greatly increases the number of unique pages to be tracked.

If your web site has an internal search engine or a knowledge base, you should exclude the query strings

for search engines and knowledge base-related parameters that could quickly fill up the table.

If you have a site with many products, the URL Rebuilding definition that you use for your SmartView

profile should only include the parameters for top-level product categories, rather than the individual

products. To report on products extensively, you should create a separate standard profile that uses a

different URL Rebuilding definition.

Work with your web site developers to make sure that you consider all possible parameters for pages thatyou track. You should also develop a process for identifying new parameters as they are added so that you

can update your URL Rebuilding definitions accordingly.

Page File TypesIf you use Analytics software, you need to make sure your Page File Types settings are configured to work

correctly with SmartView. Page File Types settings work with your URL Rebuilding definition to identify

the types of files should count as page views. For example, if your web site is made up of mostly ASPX

pages, the Page File Types definitions you use in your SmartView profile should include an ASPX

definition.

You should also configure your Page File Types definitions to show query strings in reports. The Show

query string in reports setting is required in order for report data to match the URLs on your web site. If

your Page File Types definition is configured to Truncate query string in report, the parameters that

needs to identify pages are stripped from the URL. The result of truncating URLs and leaving on the page

name is duplicate links in your SmartView report.

DomainsMake sure that your domain name is properly configured in your SmartView profile. Rather than using the

domain specified as the Home page, select the Use the following domain(s) setting in the SmartView

Domains dialog. Specify the domain as generically as possible. For example, rather than specifying you

sub-domains, specify the domain that encompasses them.

Note

In some circumstances, you may also need to use URL Search and Replace to remove any

parameters that makes pages highly unique.


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Report Period SettingsTypically, you use SmartView to answer immediate questions about how your web site is currently

performing. Because web sites change constantly, it does not make sense to collect yearly or quarterly

period data for SmartView profiles. To collect more of the data that is most important for SmartView

reports, you should focus reporting on short-term time periods (such as daily and weekly periods). Doing

so also optimizes the disk space, processing speed, and memory needed to create these reports.

As a best practice