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Tracking Websites

With OroCRM Tracking Websites functionality you can learn how many users have visited your Web-site from links within a specific marketing campaign and what these users’ actions at the site were.

All you need to do, is to create a Tracking Website record and add the code generated to the web-pages that you want to monitor.

Note

Tracking of Magento stores is pre-implemented and available with the extension at http://www.magentocommerce.com/magento-connect/orocrm-tracking.html

Tracking Websites Records

  1. Go to Marketing → Tracking Websites page and click Create Tracking Website button in the top right corner to get to the Create Tracking Website form.
  2. Define the settings of the tracking record:

There are four mandatory fields that must be defined:

Field Description
Name* Name used to refer to the record in the system
Identifier* Unique code of the website used to generate its tracking
Url* Url of the website to be tracked
Owner* Limits the list of Users that can manage the tracking website record to the users, whose roles allow managing tracking-websites of the owner (e.g. the owner, members of the same business unit, system administrator, etc.).

Additionally, you can connect the tracking record with a channel in the system. If this is done, you will be able to bind events registered by the tracking engine and other CRM data like orders, shopping carts, customer profiles, etc. This connection can be further utilized in reports and segments.

  1. Save the record in the system with the button in the top right corner of the page.

Manage Tracking Websites Records

The following actions are available for a Tracking Websites record from the grid:

  • Delete the record from the system :
  • Get to the Edit form of the record:
  • Get to the View page of the record:

Note

The tracking process also depends on the Tracking settings defined for the OroCRM instance.

Tracking Websites View Page

View page of a tracking websites contains the following three sections:

  • General Information: general details specified for the tracking websites during creation and/or editing.
  • Events: each event represents one time a user has accessed a pre-defined part of the Website following the campaign. Events grid contains name of the event, value of the event, user identification value, page url, campaign code and time the event was logged at.

In the example above you can see the three kinds of events defined for the Jack and Johnson E-commerce website tracking. As soon as a user gets on any of the Website pages, a “visit” is logged. Value of a visit is always “1”. As soon as a user gets to the “Orders” page of the Website, an “Order” is logged. Value of an order is the ordered item id. As soon as a user gets to the “Item Details” page of the Website, an “View item” is logged. Value of a “View item” is the item id.

Using the Tracking Code

Tracking code that shall be added before the </body> tag on every page of the website can be found on the View page of the corresponding Tracking Website record.

The code defines some of piwik-specific settings that should not be changed and the following variables that can/must be defined by the user:

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_paq.push(['setUserId', [user_identifier] ])

[user_identifier] defines the user id used in compliance with the Website settings.

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_paq.push(['trackEvent', 'OroCRM', 'Tracking', [name], [value] ]

If you want to allocate user activities on a specific page of the Website, uncomment this line and replace the “[name]” and “[value]”.

  • [name] is used in the system to refer to events on the page.
  • [value] is any numeric value (e.g. for a cart, it can be an item code or cost).

Note

The code may be filled with both static and dynamic values, however the use of dynamic values requires complex back-end development.

Tracked Website Example

This is the code pre-implemented for Magento stores:

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<script type="text/javascript">
    var _paq = _paq || [];
    _paq.push(['setUserId', "id=guest; visitor-id=51"]);
    _paq.push(['setConversionAttributionFirstReferrer', false]);
    _paq.push(['trackPageView']);

    (function() {
        var u="http://crm.dev/";
        _paq.push(['setTrackerUrl', u+'tracking.php']);
        _paq.push(['setSiteId', 'MAGORO']);
        var d=document, g=d.createElement('script'), s=d.getElementsByTagName('script')[0]; g.type='text/javascript';
        g.defer=true; g.async=true; g.src=u+'bundles/orotracking/js/piwik.min.js'; s.parentNode.insertBefore(g,s);
    })();
</script>

Every time a user gets to the page where the code is implemented, a *”visit” event will appear on the View page of the Website Tracking record and a dynamic value that corresponds to the item ID will be saved.*

Users are identified as guests until they sign in. As soon as a user signs in, their identification is a value of the “visitor-id” field. A special block has been implemented to enable transfer of the ID data to Oro.


On some of the pages, activities of a user are defined more precisely. For example, this is a tracking script on the Cart page:

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<script type="text/javascript">
    var _paq = _paq || [];
    _paq.push(['setUserId', "id=guest; visitor-id=51"]);
    _paq.push(['setConversionAttributionFirstReferrer', false]);
    _paq.push(['trackPageView']);
    _paq.push(['trackEvent', 'OroCRM', 'Tracking', 'cart item added', '27' ]);
    (function() {
       var u="http://crm.dev/";
     _paq.push(['setTrackerUrl', u+'tracking.php']);
     _paq.push(['setSiteId', 'MAGORO']);
     var d=document, g=d.createElement('script'), s=d.getElementsByTagName('script')[0]; g.type='text/javascript';
     g.defer=true; g.async=true; g.src=u+'bundles/orotracking/js/piwik.min.js'; s.parentNode.insertBefore(g,s);
    })();
</script>

Every time a user gets to the page where the code is implemented, a *”Cart item added” event will appear on the View page of the Website Tracking record and a dynamic value that corresponds to the item ID will be saved.*


A similar tracking script is implemented on each of the Website pages. The order placement page has the following action enabled:

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_paq.push(['trackEvent', 'OroCRM', 'Tracking', 'order successfully placed', '2699.990000' ]);

An “Order successfully placed” event is saved for the campaign with a dynamic value that corresponds to a total cost of the order.

Assign a Tracking Websites Record to a Campaign

If you want to include one or several Tracking Website record(s) into one Marketing Campaign, you can do it in one of the two ways:

  • Add the piece of code from the View page of the campaign to the tracking script from the View page of the Website Tracking record after setUserId call.

    Each time a user reaches a page with such a code, an event will be logged within the campaign.

  • Add the piece of code from the View page of the campaign to the page url and use this modified URL in the link used for the mailing, advert, etc.

    Each time a user reaches a page with such a url, an event will be logged within the campaign.

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