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13/umbraco-engage/developers/analytics/forms.md

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@@ -36,7 +36,7 @@ https://**yoursite.com**/umbraco/#Engage/profiles/profiles/insights?id=**[[visit
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The URL above is a link to your website, including a visitor ID. By using a URL like this you can click directly through to view the visitor profile from Forms workflows. This includes emails, Slack messages as well as exported Excel data.
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![](../../.gitbook/assets/engage-analytics-forms-visitor-id2.png)
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![Visitor Form Submissions - Design view](../../.gitbook/assets/engage-analytics-forms-visitor-id2.png)
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## Disable Umbraco Forms tracking
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13/umbraco-engage/developers/headless/using-the-marketing-api.md

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These requests let you verify if a content page, by ID or Path, has a **JavaScript** or **CSS** variant available for page injection.
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![](../../.gitbook/assets/engage-headless-segment-css.png)
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![Add custom code for variant](../../.gitbook/assets/engage-headless-segment-css.png)
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### Segmentation - Content
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13/umbraco-engage/developers/settings/configuration.md

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```
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{% endcode %}
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All these settings are also visualized in Umbraco Engage. This overview can be found in the section 'Engage' -> Settings -> Configuration.
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All these settings are also visualized in Umbraco Engage. This overview can be found in the section **Engage** -> **Settings** -> **Configuration**.
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![](../../.gitbook/assets/engage-settings-configuration.png)
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![Settings Configuration Overview](../../.gitbook/assets/engage-settings-configuration.png)
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{% hint style="warning" %}
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You cannot change any of the settings in the backoffice. To use the new settings the website must be restarted.

13/umbraco-engage/getting-started/for-developers/cockpit.md

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1. Render the HTML partial provided by Umbraco Engage.
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2. The partial view is located at `/Views/Partials/Umbraco.Engage/Cockpit.cshtml`.
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3. Insert the following code before the closing `</body>` tag:
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3. Insert the following code before the closing `</body>` tag:
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```cs
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@Html.Partial("Umbraco.Engage/Cockpit")
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```
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Once the code is added, reload the page to see the Umbraco Engage Cockpit on the left or right side of the screen. The cockpit will only be rendered if the user is logged into Umbraco.
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![](../../.gitbook/assets/engage-cockpit.png)
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![Umbraco Engage Cockpit](../../.gitbook/assets/engage-cockpit.png)
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Clicking the Open button provides detailed information:
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![](../../.gitbook/assets/engage-cockpit-2.png)
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![Umbraco Engage Cockpit - Detailed information](../../.gitbook/assets/engage-cockpit-2.png)
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If you do not see the Cockpit while the Umbraco backoffice runs on a different domain please refer to the [load balancing / CM / CD environments](loadbalancing-and-cm-cd-environments.md) section.
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If the Cockpit is missing and the Umbraco backoffice runs on a different domain, see the [Load Balancing and CM/CD Environments](loadbalancing-and-cm-cd-environments.md) article.

13/umbraco-engage/installation/troubleshooting-installs.md

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## The Umbraco Engage Checklist
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If you have problems with Umbraco Engage setup or configuration, this checklist is for you. Verify you installed the Nuget package **Umbraco.Engage** into your Umbraco website
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If you have problems with Umbraco Engage setup or configuration, this checklist is for you. Verify you installed the Nuget package **Umbraco.Engage** into your Umbraco website.
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### 1. The Marketing section
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### 1. The Engage section
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After logging in to Umbraco you can see the Marketing section next to the other main sections in the Umbraco backoffice.
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After logging in to Umbraco, you can see the Engage section next to the other main sections in the Umbraco backoffice.
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If you cannot see this, please check if your Umbraco user or user group has access to the Marketing section.
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If you cannot see this, please check if your Umbraco user or user group has access to the Engage section.
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![](../.gitbook/assets/engage-engage-section.png)
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![Engage section in the Backoffice](../.gitbook/assets/engage-engage-section.png)
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### 2. Marketing Content Apps
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### 2. Engage Content Apps
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When editing a page within Umbraco you should be able to see the following Content App on the top right of the page:
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When editing a page within Umbraco, you should be able to see the following Content App on the top right of the page:
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![](../.gitbook/assets/engage-content-apps.png)
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![Content Apps on content page](../.gitbook/assets/engage-content-apps.png)
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If you cannot see this, please check if your Umbraco user or user group has access to the Marketing section.
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If you cannot see this, please check if your Umbraco user or user group has access to the Engage section.
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### 3. Cockpit
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Is the **Umbraco Engage Cockpit tool** visible on the front end of your site **after logging into Umbraco**?
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No? Ensure you added the [Cockpit Partial view](../getting-started/for-developers/cockpit.md) in your main template.
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No? Ensure you have added the [Cockpit Partial view](../getting-started/for-developers/cockpit.md) in your main template.
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![](../.gitbook/assets/engage-cockpit-1.png)
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![Umbraco Engage Cockpit tool](../.gitbook/assets/engage-cockpit-1.png)
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### 4. Cockpit Client Side Data
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### 4. Cockpit Client-Side Data
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Can you see client-side data such as **scroll depth** & **total time** on pages in analytics or the cockpit?
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No? Ensure you have [added the client-side tracking script](../developers/analytics/client-side-events-and-additional-javascript-files/additional-measurements-with-the-analytics-scripts.md) in your main template.
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<figure><img src="../.gitbook/assets/engage-cockpit-2.png" alt=""><figcaption></figcaption></figure>
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![Cockpit Client-Side Data](../.gitbook/assets/engage-cockpit-2.png)
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### 5. Umbraco Forms
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Go to a form and add a new question. Do you see this option?
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![](../.gitbook/assets/engage-analytics-form-field.png)
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![Analytics Visitor ID field in Forms](../.gitbook/assets/engage-analytics-form-field.png)
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Go to Marketing -> Settings -> Create a new goal. Do you see the following option called **Umbraco Forms Submission**?
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Go to Engage -> Settings -> Create a new goal. Do you see the following option called **Umbraco Forms Submission**?
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![](../.gitbook/assets/engage-forms-goal-type.png)
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![Umbraco Forms Submission optiom in Goal dropdown](../.gitbook/assets/engage-forms-goal-type.png)
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If you see both options, this has been configured correctly. If not, ensure that your development team has installed the additional Umbraco Engage [UmbracoForms NuGet package](https://www.nuget.org/packages/Umbraco.Engage.Forms).
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### 6. Analytics
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Edit a page and go to the Content App marked **Analytics** or **Marketing** -> **Analytics** from the top navigation.
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Edit a page and go to the Content App marked **Analytics** or **Engage** -> **Analytics** from the top navigation.
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Are you able to see analytical data? If not then you **need to wait 24 hours for today's analytics** to be collected and reported.
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### 7. Locations for Analytics
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Do you only see \<unknown> in the Location tab of Analytics?
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Do you only see <unknown> in the Location tab of Analytics?
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This means that additional configuration is required. Get in touch with a developer, as they need to [work to set up and track visitor locations by country and city](../developers/analytics/extending-analytics/getting-the-correct-ip-address.md).
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Once set up, you will see analytics for countries like this below:
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![](../.gitbook/assets/engage-analytics-error-fixed.png)
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![Countries Analytics Data](../.gitbook/assets/engage-analytics-error-fixed.png)
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### 8. Setup IP Filters
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Confirm that the IP of your company/office building has been set to be excluded from Umbraco Engage. This is done to ensure it is excluded from tracking and reporting, along with anyone else who is a content editor of the website.
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You can check your IP by [Googling for What is My IP](https://www.google.com/search?q=what+is+my+IP). Ensure it is in the list of IPs by navigating to **Engage** -> **Settings** -> **IP Filters**.
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![](../.gitbook/assets/engage-settings-ip-filter.png)
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![Setup IP Filters](../.gitbook/assets/engage-settings-ip-filter.png)
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### 9. Reload after Cookie consent
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<figure><img src="../.gitbook/assets/engage-troubleshoot-missing-data.png" alt=""><figcaption></figcaption></figure>
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![Network tab of your browser](../.gitbook/assets/engage-troubleshoot-missing-data.png)
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Only '**real**' visitors will be tracked and any information we determine to be from a bot is discarded. The following steps are taken to report a page view:
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13/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/document-type-test.md

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Test all pages using a specific Document Type with this test. Select the Document Type(s) you want to test and Umbraco Engage makes sure the correct CSS and JavaScript is inserted to the correct pages.
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The test type "**Document Type**" can be started in the Engage [section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in step 2 of the setup.
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The test type **Document Type** can be started in the [Engage section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in step 2 of the setup.
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![](../../../.gitbook/assets/engage-ab-test-document-type-test.png)
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![Setup Test](../../../.gitbook/assets/engage-ab-test-document-type-test.png)
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The test allows you to select one or more Document Types within Umbraco. On all pages using the selected Document Type(s) the A/B Test will render the additional CSS and JavaScript you will enter. The CSS and JavaScript must not create any side effects on these pages. This is a manual task.
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Once you have selected the pages you want to test, you can specify one or more variants. For each variant, it is possible to click the Edit button. This will bring up a popup that allows you to write JavaScript or CSS:
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![](../../../.gitbook/assets/engage-ab-test-documettype-javascript.png)
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![Edit variant using CSS or JavaScript](../../../.gitbook/assets/engage-ab-test-documettype-javascript.png)
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In this example, some JavaScript changes the page's background color.
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13/umbraco-engage/marketers-and-editors/ab-testing/types-of-ab-tests/multiple-pages-test.md

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The Multiple Pages test allows you to across multiple pages at once. In Umbraco, you can select the pages you want to test. For all these pages you can specify which type of CSS or JavaScript will be added to the specific variant. The multiple pages test requires you to write (or copy in) some CSS and JavaScript code.
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The test type **Multiple pages** can be started in the [Marketing section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in step 2 of the setup.
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The test type **Multiple pages** can be started in the [Engage section](../../introduction/the-umbraco-engage-section.md) and in the [Content App](../../introduction/content-apps.md). The type is selected in step 2 of the setup.
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![](../../../.gitbook/assets/engage-ab-test-mutliple-pages.png)
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![Setup Test](../../../.gitbook/assets/engage-ab-test-mutliple-pages.png)
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The test allows you to select one or more pages within Umbraco. On all these pages the A/B Test will render the additional CSS and JavaScript you enter. The CSS and JavaScript must not create any side effects on these pages. This is a manual job that cannot be automated with Umbraco Engage.
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![](../../../.gitbook/assets/engage-ab-test-documettype-javascript.png)
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![Edit variant using CSS or JavaScript](../../../.gitbook/assets/engage-ab-test-documettype-javascript.png)
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In this example, some JavaScript is added to change the page's background color.
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13/umbraco-engage/marketers-and-editors/analytics/device-type.md

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In the **Devices** report within **Analytics**, you can view the ratio of visitors using different devices. It shows how many visitors access your website via desktop, tablet, and mobile.
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![](../../.gitbook/assets/engage-analytics-device-type.png)
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![Device Type report in Analytics](../../.gitbook/assets/engage-analytics-device-type.png)

13/umbraco-engage/marketers-and-editors/analytics/forms.md

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# Forms
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To track Umbraco Forms submissions, you need to install [Umbraco Forms](https://umbraco.com/products/add-ons/forms/) with a valid license.\
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You also need to install the Umbraco Engage[ Forms Addon package from Nuget](https://www.nuget.org/packages/Umbraco.Engage.Forms).
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To track Umbraco Forms submissions, you need to install [Umbraco Forms](https://umbraco.com/products/add-ons/forms/) with a valid license. You also need to install the Umbraco Engage [Forms Add-on package from Nuget](https://www.nuget.org/packages/Umbraco.Engage.Forms).
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## Summary
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## The report
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## The Report
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The "Forms" tab in the Analytics section holds all data gathered about your forms.
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The **Forms** tab in the **Analytics** section holds all data gathered about your forms.
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![](../../.gitbook/assets/engage-analytics-forms.png)
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![Forms tab in the Analytics section](../../.gitbook/assets/engage-analytics-forms.png)
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In this overview you can see the following:
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In this overview, you can see the following:
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![Form Details](../../.gitbook/assets/engage-analytics-form-details.png)
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This data gives you insights on how to optimize your forms to create a better conversion rate.
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Finally, you can drill down to a specific field to see which type of error was triggered, be it a validation error or a mandatory error.
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Finally, drill down to a specific field to see which type of error was triggered, be it a validation error or a mandatory error.
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### Tracking a visitor Form submissions
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2. Add a new field to your form called **Analytics - VisitorId**.
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The URL above is a link to your website, including a visitor ID. By using a URL like this you can click directly through to view the visitor profile from Forms workflows. This includes emails, Slack messages as well as exported Excel data.
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![](../../.gitbook/assets/engage-analytics-forms-visitor-id2.png)
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![Adding Analytics - VisitorId field to Form](../../.gitbook/assets/engage-analytics-forms-visitor-id2.png)
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## Disable Umbraco Forms tracking
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13/umbraco-engage/marketers-and-editors/analytics/referral-traffic.md

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In the **Analytics - Referrers** tab, you can view all visits to your site that originated from external sources.
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![Referral Traffic](../../.gitbook/assets/Referral-traffic.png)
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![Referral Traffic tab in Analytics section](../../.gitbook/assets/Referral-traffic.png)
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![](../../.gitbook/assets/Referral-Traffic-Path.png)
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![Domain view displaying visitor referral paths](../../.gitbook/assets/Referral-Traffic-Path.png)

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