Classification sets data import methods

Transcript

Hey everybody, this is Doug. In this video I want to show you how to get classification data into classification sets in Adobe Analytics. So to get to classification sets, when you’re in Analytics you can go to Components and down to Classification Sets. That will bring you into a list of your classification sets. And then I’ve used a filter here to find the one that I want to classify. I’m going to go ahead and click on that one. And that will bring that one up and you can see the settings for that. In other words, all the name and description and stuff as well as the subscriptions. So which report suites and dimensions this data is going in. Now this is campaign classifications. So the data is coming into a tracking code. And then, you know, especially in case your tracking code is somewhat cryptic to make sure that it’s unique. Then you’ll want to add classifications to make that easier to read and analyze and report on and such. So it’s kind of why we’re doing this. But in any case, those are the settings. And we’re going to go over to Schema where we can see four classifications which are kind of like metadata of the tracking code. Right. The tracking code would have a program name and an activity name and a tag ID and a tag name. Whatever it is. Right. These would be yours. You don’t have to pay any attention to these ones that I have here because your classifications would be named by you. So this is just an example. Now, the question is, how do I actually get the program names, activity names, etc. in and assigned to those tracking codes? Well, the answer to that is it depends. Your favorite answer. Now, there’s really just a few ways to get that in. And so I kind of want to show you these different ways. And then you can decide which one works best for you. Often it does depend on maybe how much data you’re bringing in, where that data is, etc. So let’s start with something simple. If you only had, for example, a few tracking codes, then it wouldn’t be that bad to do it by hand. Right. And so in that case, you can download a template or you can download existing data that has been classified already. So if I download a template and I already did this, let me just jump over to an Excel document here and it downloaded this template. So you can see the key is in column A and then I have those classifications in these other columns. So then your question is, well, how do I fill this out? What about the keys? How do I know where the keys are? Well, if you have your own list, you can take them from that as well as, you know, these other items that you can put in there to classify it. And also, by the way, the download that is up here can download the keys and the classification data that has already been uploaded here. But if you haven’t done any classifying of your keys, even if you do a download, the keys will not show up here. So in that case, your best bet maybe is to just go into Adobe Analytics and grab the keys from, in this case, a tracking code report and then put them in here. And then again, if you just know what these other things should be, you can just type them in or copy and paste those in. Again, this really only works best if you don’t have very many. If you do have a lot of tracking codes, then you’ll want to maybe, you know, copy and paste those in from some other document or location where you have that data. And then once this is all filled out, you can go back over here and you can upload the file. And as you can see, you can just drag and drop it in here and use these different formats here and then just apply that and bring it in. Now, that being said, especially if you have a lot of tracking codes or a lot of keys, whatever you are classifying, you’re going to want to automate that. So let me cancel out of that. We have the handy dandy automate button over here. So if I click on that, this is where you can set up the automation of data ingestion. So if you already have a location account, you’ll see that I don’t really. This is just a demo account here. So you’ll go ahead and set up a new account. And here are the account types that you can use. So let’s say we’re going to use Amazon S3. Then you can fill out the information that you need there. Then the location would be the bucket, the folder, the prefix, because it doesn’t always work if it’s at the root. So you definitely want a folder or a prefix so that it’s not on the root of that account. Then you can choose your delimiter. You have a bunch of those that you can use and your file encoding. Now, what’s going to happen is that when you place a file into that folder, let’s say on that cloud storage provider, that will automatically be brought in and imported. Now, if it’s not the right format, it doesn’t match these kinds of things, you’re going to get an error. And it will tell you about that in the product and will tell you why it didn’t bring it in. But that we can just automate creation of those kinds of files, exports from your cloud storage provider right into that folder, and it will automatically be brought in. One more thing you need to do if you’re going to use this automation. I’m going to jump over to the documentation here and you can see right up here that it requires that you or your network administrator specify IP address ranges to allow ingesting this data into your network. So depending on which data center you’re using, here is the range of IP addresses that you’ll need to put into your allow list on your network. So I hope that was helpful to go over your options for ingesting data into your classifications in Adobe Analytics. Good luck.