Declare a goal with Data Management

Context

In Piano Analytics it is possible to populate the Goal Type property to identify events that correspond to the achievement of a goal.

In the past, the goal declaration was done by declaring a goal page with a primary or secondary type, and then receiving a hit containing a page load.

In Data Management, it is now possible to apply the same treatment and more.

Porting over the page goal declaration

To replicate a page goal configuration in Analytics Suite Delta, 2 solutions are available:

Updating the tag

In order to populate the Goal Type property from the tag directly, make sure that:

- You are using a recent version of SmartTag (JS: 5.21.0 / Android: 2.17.0 / iOS: 2.18.0)

- You are using the custom property setting method described in our developer documentation with the following tag, taking care to edit the goal value:

tag.setProp('goal_type', 'objectivevalue');

- By adding this tag to your relevant pages by the completion of a goal you will fill in a corresponding value for the goal type property for each relevant page

Updating the property rule

You can edit the property rule on the scope of your choice (organization or site(s)).

To do this, go to Data Management > Data Model > Properties and view the Goal Type property page > Go to the Processing tab > Select the scope rule (Default rule / Site group rule / Site rule).

In this rule make sure you have the following condition block configuration:

Block 1

IF tag parameter goal_type is not empty

THEN the property is defined by the value associated to the tag parameter goal_type

Block 2

IF Parameter of tag event_name is equal to page.display

AND IF tag parameter page_full_name is equal to goal_mapped_name

THEN the property is set to the primary or secondary custom value (or whatever you want)

Block 3

ELSE the property is cleared

Tag declaration from any event

You can take one of the configurations described for carrying over page goals and edit it to extend the possibilities of goal exploitation.

Updating the tag

Be sure to apply the goal type property tag described above to any event tag you want to associate with goal completion.

Updating the property rule

You can reproduce the configuration given above and edit the associated values in Block 2.

Example with a click:

Block 2

IF tag parameter event_name is equal to click.navigation

AND IF tag parameter click_full_name is equal to objectivename

Any tag parameter can be used to check the completion of a goal type.

You can edit the definition of your goal type value with the various options offered in the THEN list.