Introduction to classification sets

Transcript

Hey everybody, it’s Doug. In this video I just want to give you a quick introduction to classification sets.

Now many of you have been using classifications like me for up to maybe a couple of decades. And so there’s a new way of doing classifications and it’s called classification sets. Now here we are in analytics and of course we’ve got some pages here. And you know you could be classifying products or campaigns or really anything when you want to group them into classifications or basically kind of like metadata and then be able to get the metrics for those groupings. So for pages maybe you know you want to group them under the page authors or topics or you know when they were published or whatever right. Anything you want to do and again very commonly used for products very commonly used for campaigns. But really unlimited use cases for classifications. Love them. I’m going to show you classification sets in just a minute but a little trip through history. You know we up until now through this legacy method you would need to go into the report suite manager right under admin and report suites and going in there. And then you would go to conversion classifications. There it is. And then you would need to add the classification and campaign has been added and some other ones here. But you would add it there and then you would go to the classification importer through admin or the classification rule builder. I also have up here again through the admin menu and you would use the classification importer to download the template you know fill out the classification file upload that. Or use a more automated method by using classification rule builder.

Now we have classification sets.

So classification sets are available under components right there. And you go in and you create a classification set. I’m going to get deeper into this in another video. I just wanted to introduce it to you and you’ll create a new classification set. And I did one right here. And so when I go in there and go to the settings you’ll name it. I named it experience league pages. You can give it a description if you want to notify me of any issues. You can put tags on it if you want to. And then you know choose whether it’s primary or look up. We’ll talk about that in another video. But you’re just kind of saying here is a new classification. And here is the report suite and the dimension that I’m going to use for this classification set. Now you can see that there are multiple options here. So if I have multiple report suites that are using the same setup. In this case would have the same pages. I can classify them at one time and then I can have them basically subscribed to by different report suite and dimension pairs. So for example I have the dev experience league global here. But if I go to experience let’s try to spell that right. Experience league global right here. We got the dev and we got the kind of the prod one here. And let’s say that it’s again its page. It’s set up the same way. Now instead of having to do this one report suite and dimension at a time like we had to the old way. Because it was set up for one report suite. We can now set up this classification set. And then again subscribe to it from any number of report suites. And anytime there’s a change made or anything else it flows over to all these different subscriptions.

So that’s one of the main differences really between having to do it the old way and the new classification set way. Is that it should save you a lot of time. If you have situations like this where you might have two or two hundred report suites. Where you basically need the same classification setup. Now at the time of this recording you can use classification sets to basically replace the classification importer. However the rule builder has not been yet moved and released in classification sets. So if you use the classification rule builder keep using that in the legacy fashion here again under admin. Classification rule builder keep using that for the moment. And soon very soon I’m told we will have the classification rule builder available in the classification sets interface.

I just wanted to get this out here and kind of introduce it to you. And again if you want to get started on that you can use all of your classifications in here. That you are doing through like more of an import and update way. And you can see over here in the documentation that it has the legacy versions and it talks about classification sets as well. And in all these documents about the legacy classification importer or classification builder. You’ll have this warning that these will actually no longer be available after August 31st 2026. And encourages you to switch to classification sets. So wanted to get this out here to get you used to using classification sets. But for the moment right now again at the time of this recording you can still use the legacy way. But we want you to start you know getting used to and moving over to classification sets.

I hope that was helpful. Have a great day.