dnb web visitor id deployment v5 - adobe systems...

Dun & Bradstreet is a trademark or registered trademark of Dun & Bradstreet, Incorporated. Other trademarks used herein are the trademarks or registered trademarks of their respective owners.

This document is a work of authorship that belongs to Dun and Bradstreet, Incorporated and is protected by United States and foreign copyright laws and international copyright treaties. The use of the software and this Documentation is governed by the Dun and Bradstreet Incorporated software license agreement.

©2016 Dun & Bradstreet, Incorporated. All rights reserved.

D&B Web Visitor ID for Adobe Analytics® Deployment Guide

VERSION 1.2 FOR ADOBE ANALYTICS

JANUARY, 2017

©2016 Dun & Bradstreet, Incorporated. All rights reserved. Page 1

Overview DUN & BRADSTREET WEB VISITOR ID

Dun & Bradstreet curates the world’s largest commercial database. This data gives our customers a competitive advantage that helps them pinpoint and target the right high value digital audiences, hone campaign segmentation, identify anonymous website visitors, and connect online and offline activities with accounts conclusively with our D-‐U-‐N-‐S Number®, a unique business identifier. D&B Web Visitor ID embedded within Adobe Analytics identifies your anonymous web visitors to help you enhance website engagement and turn unknown visitors into leads.

By uncovering truth and meaning from data, Dun & Bradstreet connects customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of the Fortune 500, and companies of every size around the world, rely on our data, insights and analytics.

ABOUT DATA CONNECTORS

Adobe provides organizations with actionable, real-‐time intelligence regarding their digital strategies and marketing initiatives. Data connectors let you import tracking data from third-‐party applications into Analytics, so you can gather and use data from one central location. If you use one of the partner products, you can create an integration that imports the application data into marketing reports. Once integrated, you can generate reports that include data from your application.

For example, an email integration might use an e-‐mail partner to distribute an e-‐mail campaign. When visitors come to your website you want to know which ones came in response to your email campaign. Data connectors integrate data from your email partner into marketing reports so that you can determine the overall effectiveness of your email campaign.

PREREQUISITES FOR CONFIGURING AN INTEGRATION

Before configuring an Adobe Data Connectors integration for your product, prepare the following:

• Have the necessary access credentials for the partner product account, with rights to access all data you want to integrate with marketing reports. You might want to create a special e-‐mail account for report distributors and for notification concerning the integrated operations.

• Identify the custom variables (eVars) that hold your campaign information. This is commonly referred to as the campaign tracking code, but your organization might use some other terminology.

• Determine the events that you want to receive impressions and click data. You might want to rename the events accordingly.

• Place the appropriate code on your landing page so that Adobe Analytics can perform appropriate modeling with the data that comes from the partner product. Specific instructions for each partner product are found in the in the Data Connectors Showcase on the Resources tab.

• To fully activate an Adobe Data Connectors integration your account will have to have administrative privileges to the target Report Suite.

Before configuring the D&B Web Visitor ID integration you must:

• Create a web property in Adobe DTM • Create a Report Suite in Adobe Analytics prior to completing the D&B Web Visitor ID integration wizard. • Request and receive an API key from Dun & Bradstreet – www.dnb.com/marketing/media/adobe-get-api.html.

Once you have those items complete, move on to the next step.


! Ensure you have created a web property in Adobe DTM, a Report Suite in Adobe Analytics and have the API key from Dun & Bradstreet prior to completing the D&B Web Visitor ID integration wizard.

STEP 1: SIGN IN TO DATA CONNECTORS

1. You must have a current account to log in. It is also recommended that you are familiar with marketing reports

2. Within Adobe Analytics, select 'Data Connectors' under the ‘Admin' menu.

ADD AND ACTIVATE NEW DATA CONNECTOR

3. Click on the ‘+Add New’ button to add a D&B Web Visitor ID integration.


4. Scroll down and find the D&B Web Visitor ID integration. You will find documentation and other resources to the right.

5. Click on the ‘Activate’ button to start the D&B Web Visitor ID integration wizard.

ACCEPT TERMS AND CONDITIONS

Ensure you have created a web property in Adobe DTM, a Report Suite in Adobe Analytics and have the API key from Dun & Bradstreet prior to completing the D&B Web Visitor ID integration wizard.

Accept the terms and conditions and click on the ‘Create and Configure This Integration’ button to move on to the first step of the integration wizard.


BEGIN INTEGRATION WIZARD

Enter your D&B Web Visitor ID API key and email.

Click on the ’Save and Continue to Next Step’ button to move on to the second step of the integration wizard.

SELECT eVAR

Select the two eVars you have activated/configured for capturing the D&B Web Visitor ID Dimensions.


1. Click on the ‘Save and Continue to Next Step’ button to move on to the third step of the integration wizard.

2. Review the Dun & Bradstreet Dimensions. The Dun & Bradstreet Auto Classification Rule Set handles the parsing of the Dun & Bradstreet Dimensions allowing the customer to preserve eVars.

3. Click on the ‘Save and Continue to Next Step’ button to move on to the review summary step of the integration wizard.


REVIEW THE SUMMARY CONFIGURATION AND ACTIVATE

Click on the ’Save and Continue to Next Step’ button to continue to the Next Steps dialog.


ACTIVATE

Click on the ’Activate Now’ button to continue to the Next Steps dialog.


You can then configure Adobe DTM using your custom API key received from Dun & Bradstreet and the code below.

STEP 2: ADOBE DTM AND ANALYTICS CONFIGURATION

INTEGRATE ADOBE ANALYTICS

You can integrate Adobe Analytics into this Digital Marketing Cloud example. To integrate Adobe Analytics, perform these steps:

1. Login to Adobe Analytics atsc.omniture.com.

2. Go to Admin, User Management, Users, Search for you name, Edit the profile.

3. Now search for Web Service Credentials. These are required for setting up Analytics by using DTM. Save User name and Shared Secret.

ANALYTICS USER MANAGER SETTINGS

Under Access, add Web Service Access to see credentials.

INTEGRATE ANALYTICS INTO DTM

Integrate Adobe Analytics into DTM by performing these steps:

1. Create a Web Property in DTM

2. Click Overview, Add Tool (Adobe Analytics).

3. Add Web User Credentials that you saved in Adobe Analytics (step 1).

4. Click ‘Create Tool’


5. Add the Report Suite where you would like the data to be present. Add for both Production and Staging.

6. In the Library Management section:

• Code Configuration: Managed by Adobe

• Code hosted: In DTM

• Tracking variable:

7. Click Save Changes. (Note: It usually takes 1-‐2 hours to populate the reports with data.)

8. Use the production DTM library import code from the Embed section of the web property. You will need to insert the code into every page of your site that you want to manage.

Note:

Web Username is different than Adobe Analytics User Name. Use the username and Shared Secret which was created during Analytics Step 2 here.


STEP 3: DEPLOY

Note: D&B Web Visitor ID key and DTM library code URL need to be replaced with actual values obtained from D&B Web Visitor ID support and DTM.

1) In DTM, go to Adobe Analytics tool settings, select "Library Management" tab. • In "Load libary at" check "Page Bottom". • In "Code Configuration" check "Managed by Adobe".

2) Select "Customize Page Code".

• In "Execute" options select "After UI settings". • Click "Open Editor" and paste the following code:

s.contextData["dnb_data1"] = sessionStorage.getItem('duns') + ":" + sessionStorage.getItem('companyName') + ":" + sessionStorage.getItem('companyMsa') + ":" + sessionStorage.getItem('companyCountry') + ":" + sessionStorage.getItem('parentDuns') + ":" + sessionStorage.getItem('domesticUltimateDuns'); s.contextData["dnb_data2"] = sessionStorage.getItem('ultimateDuns') + ":" + sessionStorage.getItem('industryNaics') + ":" + sessionStorage.getItem('salesAnnual') + ":" + sessionStorage.getItem('employeesInAllLocations') + ":" + sessionStorage.getItem('jobFunction') + ":" + sessionStorage.getItem('jobSeniority');

3) In the ‘Rules’ tab of your web property:

• Select ‘Page Load Rules’. • Click the ‘Create New Rule’ button, • Name the rule ‘Header Code’. • In the Conditions, select ‘Top of Page’ for the ‘Trigger rule at’ option.


• In the ‘Javascript/Third Party Tags’ select the ‘Sequential HTML’ tab and click on the ‘Add New Script’. • Name the tag ‘DnB Header Code’, select ‘Sequentual HTML’ type, and paste the following code:

<script type="text/javascript" src="//cdn-‐0.d41.co/tags/dnb_coretag_v3.min.js"></script> <script type="text/javascript" src="//<your_API_key>.d41.co/sync/"></script> <script> try{dnbvid.getData("<your_API_key>", "json", "t", function(dnb_Data) { if (dnb_Data.status == "200") { sessionStorage.setItem('duns', dnb_Data.duns); sessionStorage.setItem('companyName', dnb_Data.companyName); sessionStorage.setItem('companyMsa',dnb_Data.companyMsa); sessionStorage.setItem('companyCountry',dnb_Data.companyCountry); sessionStorage.setItem('parentDuns',dnb_Data.parentDuns); sessionStorage.setItem('domesticUltimateDuns',dnb_Data.domesticUltimateDuns); sessionStorage.setItem('ultimateDuns',dnb_Data.ultimateDuns); sessionStorage.setItem('industryNaics',dnb_Data.industryNaics); sessionStorage.setItem('salesAnnualNum',dnb_Data.salesAnnual); sessionStorage.setItem('employeesInAllLocationsNum',dnb_Data.employeesInAllLocations); sessionStorage.setItem('jobFunction',dnb_Data.jobFunction); sessionStorage.setItem('jobSeniority',dnb_Data.jobSeniority); } }); } catch (error){ console.log(e); } </script>

• Make sure to replace the <your_API_key> with the API key that Dun & Bradstreet provides you.

4) In the ‘Rules’ tab of your web property:

• Select ‘Page Load Rules’. • Click the ‘Create New Rule’ button. • Name the rule ‘Footer Code’. • In the Conditions, select ‘Bottom of Page’ for the ‘Trigger rule at’ option. • In the ‘Javascript/Third Party Tags’ select the ‘Sequential HTML’ tab and click on the ‘Add New Script’. • Name the tag ‘DnB Footer Code’, select ‘Sequentual HTML’ type, and paste the following code:

<!-‐-‐WVID pixel-‐-‐> <iframe name="__dnbframe" height="0" width="0" frameborder="0" style="display:none;position:absolute;clip:rect(0px 0px 0px 0px)" src="about:blank"></iframe>

dnb web visitor id deployment v5 - adobe systems...

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