Lytics FAQs

If it seems like something may not be working correctly once the LyticsJavascript tag has been placed on your website one of the first things you can do to debug is to paste `lio.debugMsgs` in the developer console in GoogleChrome. This will usually tell you word for word what the issue is.

If you'd like to upload a custom list of emails to Lytics, please ask your assigned Customer Success Manager to enable this feature in your account.

Step 1 - Create CSV File:Create a CSV or Text file that is Tab delimited or Comma delimited that contains two columns, "email", and "list_name"

Example:

email, list_name

[email protected], "My List"

[email protected], "My List"

[email protected], "My List"

Step 2 - Upload CSV File:Upload this CSV file to your Lytics SFTP location or a Custom SFTP location that is connected to Lytics

Step 3 - Open Import CSV UI:Go to "Data" > "Custom Integrations" > "Import CSV" and selectSelect Lytics Managed Instead for the Lytics managed location, or click the custom SFTP location.

Step 4 - Import CSV File: After completing Step 3, input "custom_list" into the "Stream" field, and then select your file in the drop-down. After selecting your file, verify that "email" and "list_name" exist in the "Fields" area of the UI. If so, click "Start Import" at the bottom. If not, review your data file for formatting errors.

Step 5 - Use your Data: After waiting about 2 hours, check for the "Custom List Names" field in the UI, this field will contain all of the lists you've uploaded with this process.

Note: You can upload as many "lists" as you would like to the Lytics setup, however, Lytics will not remove users with this setup. For alternate behavior or more data fields, our services team can help you craft a custom data import process.

Do you want to increase your on-site conversion rate? Our clients have had up to 30% greater attachment of offers to their shopping carts when promoting offers on their sites. Many clients come to us because adding a message to their sites can be a challenge -- especially if youre trying to give that message to a targeted segment.

Heres a screenshot of a couple of different executions for targeted on-site offers. Note the free shipping for a first purchase offer at the bottom left and the up to 70% off offer for Hardware across the bottom of the page.

Lets recreate this free shipping message:

First, lets create a segment for users that qualify for the promotion.

In this case, the segment is all users who have not made a first purchase.

Well start by creating a segment for all users who have made a purchase. In our demo account, that logic is as follows:

I then select the field "The number of purchases made by the customer" and select any users for which this field exists.

Next, we create a segment for all users who are NOT in this segment. In this case, build a segment from "Existing Audiences" and select our All Purchasers segment:

And then we exclude this audience from the segment:

Congratulations! This audience can be used as an audience for a targeted promotion.

Now lets attempt to duplicate the message shown here.

Navigate to "PERSONALIZE"

Lets give our campaign a name:

Now, lets select our audience for the message. Its important to note that our targeting is what makes Lytics different. We can show messages broadly or only to users in narrowly defined segments. In this case, lets select the audience we just created:

We offer three types of Objectives - Driving Traffic to a URL, Collecting Leads, or Presenting a Message to a user. In the case were demonstrating, we are trying to present a message to a user. See below:

Chose a version of the message that suits you. In our case, were using a Slideout from the lower left side of the screen.

Next remember to enter a Headline & Body copy, and of course, feel free to add an image to your personalized experience and specify any color treatments.

Layer in any triggers to display your personalization unit. Specific which page(s) youd like it to appear on as well as advanced triggering criteria.

Finally, preview or publish your campaign. We always recommend that you preview it first to make sure it works with your user experience:

If you did everything correctly, it should look something like this:

And that's it! You're now personalizing your web experience based on purchase history.

For many retailers, remarketing is considered to be one of the most efficient channels available for Return on Ad Spend. If done correctly, it can also be a great channel for customer acquisition.

But for most advertisers, remarketing is often done wastefully, meaning that if your remarketing partners were more efficient youd have more dollars to pursue new customers or more dollars to return to the bottom line. Lets discuss how Lytics can help.

Remarketing starts from a "cookie pool," a nebulous bunch of individual cookies with varying degrees of recency of last visit, product/content affinities, and likelihood to transact. Yet, most remarketing solutions treat these cookies more or less than same. Lytics can help to quantify things like recency, depth of visit, likelihood to return, likelihood to transact, etc. And Lytics can combine these with discrete factors such as categories browsed, content affinities, and whether or not someone is a subscriber or customer. Using this data alone can enable most of our clients to pay back their investment in Lytics within days or weeks.

To get started, we recommend first focusing your remarketing spend on the users most likely to transact. Almost always, these are the cookies most-recently added to the cookie pool, and those who show the greatest depth of engagement. This is a great place to start for clients first setting out to segment their remarketing cookie pool. Heres how:

Start by creating a new Segment under the "AUDIENCE" nav

Give your new segment a name and be sure to select Enable API Access and provide an ID which well use later in Facebook.

https://www.facebook.com/business/support/topic/creating-ads

Begin building the segment with a qualifier for depth of engagement.

This could be somethings like a count of pageviews:

Advertisers have had success with semi-arbitrary metrics like "3+ pageviews," but for advertisers weve tested have found greater success (up to 60% more efficient when weve tested) by using Lytics Data Science, which scores things like quantity of interactions relative to an advertisers entire cookie pool rather than having one hard metric for all cookies. Well use Lytics Quantity Score for the purposes of this demonstration:

We selected the number 5 because it mapped to a size of cookie pool of the top 10%. You should play with these, and make sure to select a number that makes sense for you.

Next, we added a qualifier for how recent the users were

Of course, you could do a fixed date range like last 7 days or last 3 days, and this usually works well. But Lytics data science, again, has outperformed this in the past since it looks at the browsing patterns of your entire cookie pool:

In this case, we chose 95 because it was again the top 10% of the cookie pool.

Finally, if youre really looking to get the extra mile, consider removing users for whom you have an email address.

Consider that the vast majority of your conversions from remarketing are "view-through," meaning that the user didnt actually convert after clicking your ad. How many of those conversions might have occurred anyway? Might some of them have come from people who received the next email marketing message or a browse abandon email campaign? For most advertisers weve looked at, usually over 90% of view-through conversions would have happened with an ad. Plus, ads are expensive. Facebook newsfeed CPMs can range from $7-$25 depending on the time of year. Why not save that money and get the conversions from your subscribers for zero incremental cost in your email campaigns? For the right advertisers we highly recommend this. Heres how youd do it:

Simple. Add a filter to exclude anyone whose email exists in your account and EXCLUDE them.

Next, we need to find this audience in Facebook.

First, follow our instructions to authorize your Facebook integration if you havent already. Assumingyou'vealready linked your Facebook Ads Manager to Facebook, you can find your audience in the Audience Manager:

If youcan'tfind it, create the audience manually as follows:

Click "Create Audience" within Facebook > Audiences and select Custom Audience

Select "Website Traffic" from the menu that appears.

Be sure to select "Custom Combination" from the dropdown.

Then select "Event" under Include

Select "Lytics Audiences" under Event

Under the parameters that appear, select the audience IDyou'vecreated that we mentioned upon building the segment:

Enter "true" after contains

You can manually use Facebooks cookie pool expiration, or skip that and give your audience a name. Now it will be available for targeting.

Next create an ad on Facebook as you normally would

Facebook documentation offers a ton of help here:

Our advertisers have had the most success in the Facebook Newsfeed and Instagram. Talk to your Client Success Manager for more advice on using Lytics to power ads on Facebook, Google, AdRoll and more!

Most retailers we work with have several segments of customers within their respective niches. Perhaps youre the boot company that has a different customer for steel-toed boots than for fashion boots. Perhaps youre the womans retailer who has customers visit from various affiliates with highly-specific needs. And commonly, retailers may have want to unload excess inventory to a group of highly price-sensitive discount shoppers. Lytics can help with all of these.

First though, you need to do two things:

Determine what segment of users youre looking to target.

Build the appropriate collection in your ecommerce platform or have the URL for the existing collection on hand.

Lets assume for the sake of this example that were looking to target users who have previously browsed the brand "The North Face" on your site. Depending on the structure of your data, there may be many ways to do this. Mostly commonly, retailers use clear URL structures that make it easy to generate these segments. In our example, we use URLs visited contains a string for The North Face. See below:

We can now build a personalization experiment to target these users with a link to a shop with specific products they are interested in.

Now that we have the audience for our message, lets make a message for it.

Navigate to "PERSONALIZE" and Create New Campaign to get started.

Select a campaign to drive traffic:

Give your campaign a name:

Enter the URL of the collection youre trying to promote

Stylize your widget. In our case, we used a sticky bar and instructed visitors in this segment to "Shop our newest arrivals from The North Face" and added a CTA of Shop Now

Specify your audience:

Specify any rules:

And onceyou'vepreviewed it and reviewed to make sure everything is working, set it live:

Congratulations! You have successfully launched a targeted message to drive users to a targeted merchandise collection.

How many of us have had this experience? Were loyal customers to a site, and each time we visit we get prompted to provide an email address. This is annoying to the user and reflects poorly to your brand. One client we work with improved their bounce rate 7% and increased email collection rates to over 4% of visitors by excluding existing subscribers from their email capture.

Heres how:

Build a segment that excludes email subscribers

This is as easy as finding the email User Field under Custom Rule, selecting "exists" as the operator, then excludingit.

Now lets navigate to Personalize and start a new campaign

In this case, well be choosing "Collect Leads":

Choose which fields youd like to capture

For most publishers, email will be sufficient. But for our B2B publishers, other fields could be helpful to collect:

Compose a widget from the available choices

Select the segmentwe just built

Add any custom triggers in addition to the targeting

Preview it in a test environment, review, and publish when ready

Congratulations! Youre now capturing emails via Lytics without bothering the people who have already signed up.

The next step is to ensure that these emails are synched to your ESP for future mailings. To do this, well need to set up an export for the emailsyou'vecollected.

First, build a segment of emails that exist from the Personalization(pf) Entry: Email user field

Then, lets set that segment up for export to your ESP

Click Export after clicking on the newly created segment.

How valuable is your audience? If we told you that we could help you extend your reach by taking valuable segments of your audience and find them on Facebook, Google, and AdRoll, would you be interested in arbitraging your audience and getting the high CPMs you might be charging advertisers for ads outside your site? Let us show you how Lytics can help.

Lets assume that you are getting a $10 CPM for your "News" audience. In our case, we created a simple audience that matches the word News from your URL strings:

https://www.facebook.com/business/products/ads

Its important to note that we have selected "Enable API Access" and a string which identifies this segment appears next to it. This API Access shares the Lytics audience to any synched instances of Facebook (Ads Manager via the Facebook pixel), Google Analytics (where it can be reached via AdWords), and AdRoll.

Lets give Facebook as an example, since most of our clients are having great success advertising on Facebook, Instagram, and the Facebook Audience Network:

Install the Facebook pixel on all pages of your site. Facebook offers a ton of help on this: https://www.facebook.com/business/help/952192354843755

Next follow the steps in this guide to synch your Lytics audiences to Facebook where they can be retargeted: https://activate.getlytics.com/resources/documentation/facebook

Finally, begin your advertising campaigns in Facebook:

Assuming you can buy your audience on Facebook for less than the $10 you earn from it, you can continue to arbitrage your audience to earn more revenue.

Most B2B marketers have a regularly-scheduled campaign -- weekly or bi-weekly for many. The readers of this email are typically the most engaged, valuable audience that a B2B marketer has. Lytics arms these marketers with tools that can help grow their email list with quality leads. Lets review how. Navigate to Personalize on your top nav, and lets create a new Campaign.

Let's start out by making a high-value segment

Asegment that we believe will lead to a highly qualified audience who will be engaged with your content and unlikely to opt out. In our case, we started out with users who have a "Quantity" score of at least 1, ruling out the bottom percentile of engagers from receiving the invitation. In addition, we removed current subscribers from the segment. See below:

Select a Campaign to "Collect Leads"

Select any fields you would like to collect from users

Specify a type of widget as well as a Headline, Body, Call to action, and an image URL

Next, specify your audience

Remember that Lytics has a very powerful targeting engine. The key here is that you can target any combination of users for email collection. In our example, well choose to "Email Collection Demo" segment we just created:

Next, specify any custom URLs and targeting parameters as well as campaign Start & End dates

Remember that you can add triggers to control the number of times someone receives an email collection message, so as not to annoy your valuable prospects:

Review your settings, and Preview before launching on your site

Once launched, our campaign will look like this

Congratulations, youre now capturing emails via Lytics.

The next step is to ensure that these emails are synched to your ESP for future mailings. To do this, well need to set up an export for the emailsyou'vecollected.

First, build a segment of emails that exist from the Personalization(pf) Entry: Email user field

Then, lets set that segment up for export to your ESP

Click Export after clicking on the newly created segment:

From there, export your segment to your ESP

Follow the export and automation instructions specific to your ESP in our help docs.

Your prospective customers and clients are valuable, so you want to serve them the content that is most valuable to their needs. Of course, most sites have a hard time doing this. But Lytics makes it possible to serve custom messages to a user based on their affinity for certain types of content. Lets review the steps behind identifying an audience with a particular type of content, and how you can use Lytics to serve that segment custom links.

At Lytics, we use this to identify key audience segments. A valuable one for us is their affinity to articles about "Customer Data Platform." But before we get into Lytics Content Affinity engine automatically scans and categorizes the content that is associated with each page on your site. We then map the users who visit each page against that semantic understanding of your sites content. We are able to measure the affinity each user has for each content topic within your site.

Heres how to build a segment from it:

Within the segment builder, navigate to the Content tab:

Here youll see a list of all topics associated with your site. Youll notice that for Lytics, Customer Data Platform is at the top.

Choose High Affinity as the threshold

After clicking the topic youre interested in for your site, the segment builder offers a scale for affinity from "Low" to Some to High. You can also create your own custom range. Note: on our scale, 1 is a very high affinity.

Create the segment, then lets target them with the content you think will be most relevant to them.

Navigate to the Personalize tab, and lets build a custom message to this group.

In this case, well choose "Drive Traffic":

Copy & Paste the URL of the page youre sending traffic to

Select an execution tactic

In our case, were going to use a Slideout in the lower left. Remember to enter all relevant copy for Headline, Body, and Call to action. And specify, an image URL:

Select your audience to target

Create any custom triggers such as URLs or timing, and remember to specify start and end dates

Finally, remember to review your settings and preview the unit before launching

Here's the finished product:

That's all there is to it!

Now only the people interested in this topic will see this notification.

B2B software buyers are a difficult audience to reach. Their time and attention are often divided. But one place many clients are successfully getting their attention is in the Facebook Newsfeed.

Lets assume that your most valuable audience is comprised of those users whose engagement with you is increasing. We created a simple audience that uses Lyticss "Momentum" score that measures whether a users engagement is increasing (>50) or decreasing (<50). Our audience of increasing engagers has some scale at over 18,000 users:

https://www.facebook.com/business/products/ads

Its important to note that we have selected "Enable API Access" and a string which identifies this segment appears next to it. This API Access shares the Lytics audience to any synched instances of Facebook (Ads Manager via the Facebook pixel), Google Analytics (where it can be reached via AdWords), and AdRoll.

Lets give Facebook as an example, since most of our clients are having great success advertising on Facebook, Instagram, and the Facebook Audience Network:

Install the Facebook pixel on all pages of your site. Facebook offers a ton of help on this: https://www.facebook.com/business/help/952192354843755

Next follow the steps in this guide to synch your Lytics audiences to Facebook where they can be retargeted: https://activate.getlytics.com/resources/documentation/facebook

Finally, begin your advertising campaigns in Facebook:

Now go forth and find that valuable audience on Facebook more easily...saving your precious ad dollars only for those audiences who show real signs of life.

Read more about the personalization editor in our product documentation.

Collecting email addresses is a pillar of digital marketing. Unfortunately, it isn't always well executed. Often times a lead capture form will show up for people who have already signed up. Avoiding this can be tricky, since it means keeping track of a user for longer than a single web session. Fortunately, Lytics excels at this, making suppressing the lead capture for unknown visitors a simple campaign.

1) Choose a campaigntype

From the Personalize section of the Lytics Product, click "Custom" under "Create a new campaign".

Then click the "Collect Leads" campaigntype, since that's what we'll be doing.

2) Customize the lead capture form

The ideal set of fields is going to vary from industry to industry, but we're going to keep it as slim as possible by only having an email field.

Note that required is checked to make sure no one can submit a bogus form. I have also given my campaign a name at this point. It isn't required to name these things, but it helps to stay organized!

3) Customize the design of the widget

This is where we get to choose how we want to show this lead capture form. There is no right answer here, so do what makes the most sense for your campaign.

Since I ammaking a passive leads collection campaign, I have chosen the most passive option: the slideout.

The inline widget preview will provide some context for how this will show up as you fill out the form on the right-hand side.

Beyond copy settings, the widget designer allows for color customization options and a CSS class override if you are interested in completely customizing the shape, colors, and text treatment using your own CSS.

4) Preview the campaign

At this point we have provided enough information to see what the campaign would look like. Click the "Preview" button in the actions bar above, found on the right-hand side.

When prompted for a URL, provide any URL to your site.

NOTE: You must provide a URL that has jstag installed on it. Furthermore, jstag must be configured for the account you are creating a campaign in.

On clicking preview, the widget should immediately show up.

5) Choose the segment to target with this campaign

Previewing a campaign will always open a new tab, so go ahead and close that tab to return to the personalization editor. Click "Next step" to continue on to the "Target" step.

This single, powerful dropdown lists every available segment for targeting. As a Lytics account matures, this list will be mostly full of custom segments created by you and your team. However, out of the box Lytics has the segment we want.

It's called "Email Capture Status: Unknown" and it is simply all of the users who don't have an email address in Lytics yet.

NOTE: When previewing a campaign, the target segment is ignored. This way, no matter how precise your target is, as the marketer you will get to see the preview. This is not true for a published campaign.

6) Decide on some display triggers

Beyond the segment targeting, additional display triggers can be set to define exactly when a widget will open.

This is a very interesting space to explore, since it includes options like Exit Intent, Open on Scroll Percentage, Only Show X Times Total, and more. But right now, let's keep this simple.

The first section "What URLs do you want this campaign to appear on?" is optional. When no URLs are set, the campaign will show on every page that Lytics is on, which is what we want.

The Advanced Display Options are worth checking out, but they can be ignored for now.

The last section is for setting a start and end date on the campaign. Since this campaign isn't coordinated with any sort of event or promotion, I am happy having it start as soon as I publish it and having it run until I manually stop it. So I'll leave this blank as well.

7) Review it, save it, launch it

Now that everything is set, review all the settings to make sure there are no mistakes. From here, you can save it as a draft to be published later or publish it immediately.

That's all there is to it! Go forth and collect some email addresses!

Read more about the personalization editor in our product documentation.

Driving traffic to current deals and promotions is a key part of a promotion's success. Often times a user will come in from a different campaign or organically, browse your site, and not even know a promotion is going on. Lytics can be used to easily redirect people to a desired landing page.

1) Choose a campaigntype

From the Personalize section of the Lytics Product, click "Custom" under "Create a new campaign".

Then click the "Drive Traffic" campaigntype, since that's what we'll be doing.

2)Choose a URL to promote

Where do you want visitors to go? Put that URL here.

Note: Lytics will track conversions based on who clicks the call-to-action in the widget so no query params here are necessary. You are welcome to add some if you like; they won't mess up any reporting.

I have also given my campaign a name at this point. It isn't required to name these things, but it helps to stay organized!

3) Customize the design of the widget

This is where we get to choose how we want to show this lead capture form. There is no right answer here, so do what makes the most sense for your campaign. Since there is little urgency in my campaign, I have chosen a bar. This will be noticed by visitors, but it won't get in the way.

The inline widget preview will provide some context for how this will show up as you fill out the form on the right-hand side.

Beyond copy settings, the widget designer allows for color customization options and a CSS class override if you are interested in completely customizing the shape, colors, and text treatment using your own CSS.

4) Preview the campaign

At this point we have provided enough information to see what the campaign would look like. Click the "Preview" button in the actions bar above, found on the right-hand side.

When prompted for a URL, provide any URL to your site.

NOTE: You must provide a URL that has jstag installed on it. Furthermore, jstag must be configured for the account you are creating a campaign in.

On clicking preview, the widget should immediately show up.

5) Choose the segment to target with this campaign

Previewing a campaign will always open a new tab, so go ahead and close that tab to return to the personalization editor. Click "Next step" to continue on to the "Target" step.

This single, powerful dropdown lists every available segment for targeting. As a Lytics account matures, this list will be mostly full of custom segments created by you and your team. However, out of the box Lytics has a host of segments including the one we want.

It's called "All" and it is exactly what it sounds like: every user in Lytics.

Note:Even new visitors, who have not yet been tracked by Lytics, will be a member of the All segment.

The All segment is also the default segment, so we don't have to do anything here.

NOTE: When previewing a campaign, the target segment is ignored. This way, no matter how precise your target is, as the marketer you will get to see the preview. This is not true for a published campaign.

6) Decide on some display triggers

Beyond the segment targeting, additional display triggers can be set to define exactly when a widget will open.

This is a very interesting space to explore, since it includes options like Exit Intent, Open on Scroll Percentage, Only Show X Times Total, and more. But right now, let's keep this simple.

The first section "What URLs do you want this campaign to appear on?" is optional. When no URLs are set, the campaign will show on every page that Lytics is on, which is what we want.

The Advanced Display Options are worth checking out, but they can be ignored for now.

The last section is for setting a start and end date on the campaign. Since this campaign isn't coordinated with any sort of event or promotion, I am happy having it start as soon as I publish it and having it run until I manually stop it. So I'll leave this blank as well.

7) Review it, save it, launch it

Now that everything is set, review all the settings to make sure there are no mistakes. From here, you can save it as a draft to be published later or publish it immediately.

That's all there is to it! Go forth and drive traffic!

Read more about the personalization editor in our product documentation.

Recommending content is a great way to increase visitor engagement. If you aren't giving your visitors something to do or read next, you are silently asking them to leave. Let your existing content work for you using a Lytics content recommendation on-site widget.

1) Choose a campaigntype

From the Personalize section of the Lytics Product, click "Custom" under "Create a new campaign".

Then click the "Recommend Content" campaigntype, since that's what we'll be doing.

2)Choose the content you wish to recommend

All that you need to do is select the content that is available for recommendation. This can be as few as one article, or thousands of articles. Once you are happy with the available content for recommendation, Lytics will determine which content is best for each visitor.

To select content, hover over a document thumbnail and click "Select this content".

To better search for content, use the filters on the left.

Note: By default the content selection is "Locked". Using the toggle in the top left, a selection can be switched to "Dynamic". A dynamic selection will recommend any content that matches the filters set. For instance, using the above filters of "articles published in the last 6 months", if I add a job posting a month from now, it won't be matched by a dynamic selection, but every future blog post I write will.

3) Customize the design of the widget

Continue progressing through the wizard using the action bar on the bottom of the screen. The next is the "Design" step.

This is where we get to choose how we want to show the content recommendations. A full screen takeover using a modalor something more discreet using a slideout?

I'm going with the slideout style. The inline widget preview will provide some context for how this will show up as you fill out the form on the right-hand side.

Beyond copy settings, the widget designer allows for color customization options and a CSS class override if you are interested in completely customizing the shape, colors, and text treatment using your own CSS.

4) Preview the campaign

At this point we have provided enough information to see what the campaign would look like. Click the "Preview" button in the actions bar above, found on the right-hand side.

When prompted for a URL, provide any URL to your site.

NOTE: You must provide a URL that has jstag installed on it. Furthermore, jstag must be configured for the account you are creating a campaign in.

On clicking preview, the widget should immediately show up.

5) Choose the segment to target with this campaign

Previewing a campaign will always open a new tab, so go ahead and close that tab to return to the personalization editor. Click "Next step" to continue on to the "Target" step.

This single, powerful dropdown lists every available segment for targeting. As a Lytics account matures, this list will be mostly full of custom segments created by you and your team. However,since content recommendations already provide user-level personalization, the only reason to narrow our target is to turn content recommendations on or off for subsets of our audience.

I'm fine with everyone getting a content recommendation, so I'm going to use the segment every visitor is a member of:"All".

Note:Even new visitors, who have not yet been tracked by Lytics, will be a member of the All segment.

The All segment is also the default segment, so we don't have to do anything here.

NOTE: When previewing a campaign, the target segment is ignored. This way, no matter how precise your target is, as the marketer you will get to see the preview. This is not true for a published campaign.

6) Decide on some display triggers

Beyond the segment targeting, additional display triggers can be set to define exactly when a widget will open.

This is a very interesting space to explore, since it includes options like Exit Intent, Open on Scroll Percentage, Only Show X Times Total, and more.

For the first section "What URLs do you want this campaign to appear on?", I'm going to add a "URL Contains" rule set to "blog/post/". This way, a visitor only gets a content recommendation while already reading a blog post.

Under Advanced Display Options I'm going to set a page scroll display trigger at 25%. This way the widget will only show up after the visitor has scrolled down the page a bit. This is a simple heuristic for interest. If the user hasn't scrolled, it's unlikely they are engaged in the post. Furthermore, why are we recommending what to read next before they have started reading the current post?

A reasonable question is "why 25%? and not 100%?". This is to hedge my bets against anyone who won't finish this post. If they abandon before the page scroll trigger, they will never get a recommendation, and the recommendation may be more interesting to the visitor than the post they are already reading.

The last section is for setting a start and end date on the campaign. Since this campaign isn't coordinated with any sort of event or promotion, I am happy having it start as soon as I publish it and having it run until I manually stop it. So I'll leave this blank as well.

7) Review it, save it, launch it

Now that everything is set, review all the settings to make sure there are no mistakes. From here, you can save it as a draft to be published later or publish it immediately.

That's all there is to it! Go forth and keep visitors engaged!

Log into your Lytics account

From Data > Integrations Select the Custom Integrations tile

3. Select "Import CSV"

4. Select "Use Lytics Managed SFTP Instead"

SFTP is now setup. Use the following credentials to connect:

Host: lytics.brickftp.comusername: <account domain>password: <Lytics data API key>folder: import

username: yourdomain.com (your username is usually the domain used when creating your lytics account)

password: Your password is your account Data API key. Log in to Lyticsand click on "Account" in the top-right corner and then click "Manage Accounts". The Data API key will be listed under API KEYS, see below.

SFTP access is limited to an SFTP client and is NOT accessible via web based / browser login. If you do need web access, or you have any other questions, please reach out to feel free to reach out to [email protected] with any questions.

Lytics lets you exclude or include agroup of users when building segments in the Segment Builder. You can exclude an existing audienceor simply build the exclusion with the segment itself. To build an exclusion within the segment, youll first need to decide who you want to exclude (e.g., users in a certain region, anyone who visited your website in the past seven days, existing customers, anyone with a negative support ticket open).

To exclude (or include) an existing audience or user attribute click on the include/exclude switch in segment builder.

Intercom has some docs around sending custom events to Intercom at: https://docs.intercom.com/configure-intercom-for-your-product-or-site/customize-intercom-to-be-about-your-users/send-custom-user-attributes-to-intercom

Step 1. Go into Intercom and create a custom attribute as a string. In the example below, we call the custom attribute "lytics_segments".

Step 2. Make sure this snippet is installed above the Lytics tag:

window.liosetup = window.liosetup || {};window.liosetup.callback = window.liosetup.callback || [];window.liosetup.callback.push(function(){ Intercom('update', {"lytics_segments": lio.segmentsString}); })

When lytics data is loaded it is going to send to intercom. You just need to make sure the update field is the same exact name as the intercom custom attribute/field name. This will send a comma separated list of lytics segments to intercom in the lytics_segments attribute.

Once you have reached the Compose a Widget step in the campaign builder you can view a live preview of what the campaign will look like on your website. Click the preview button at the bottom of your screen. You will then be prompted to enter a URL in which to preview the campaign.

Copy and paste the URL of the page you would like to preview the campaign on into the box provided. Note that any URL display rules you have set for the campaign will be shown above. The URL you enter should match at least one of the rules listed as the preview button will be disabled until these conditions are met. Click the preview button when you are ready to view the campaign. A new window will open with the live preview of the campaignyou'vebuilt on your website.

If youre not seeing the campaign on the preview page, there are a couple things you can do to troubleshoot:

Is the Lytics JavaScript tag installed on this page of your website? Lytics campaigns require the Javascript tag to be installed.

2. Check your display conditions, you may have a display trigger that is preventing the campaign from being shown right away. Try, scrolling down the page, or refreshing the preview page to the appropriate number if you are using one of these display conditions.

Under the When & Where step of the campaign builder, there is an option to add rules to limit which page(s) of your website the campaign should display. If you do not add any display rules, the campaign will show on every page of your site. There are currently four different optional rules available:

URL Contains

This rule simply checks if the URL viewed by the user contains the value provided.

Example:

URL Contains: products

Matches

https://getlytics.com/products/customer-data-platform

https://getlytics.com/?referral=products

Simple Match

This rule matches the domain and path portion of a URL, this should not include the protocol (http:// or https://) or the query params (values after a ? in the URL).

Example:

Simple Match: getlytics.com

Matches

Does not Match

https://getlytics.com?utm_variable=value

https://getlytics.com/products

https://getlytics.com

https://www.getlytics.com/

Exact Match

This rule matches a full URL exactly, including query params and protocol. This is a good rule to employ if you have a single page you would like the URL to display on with no url variations.

Example:

Exact Match: https://getlytics.com/blog

Matches

Does not Match

https://getlytics.com/blog

https://getlytics.com/blog?utm_variable=referral

https://www.getlytics.com/blog

http://getlytics.com/blog

Regular Expression

This checks a JavaScript regular expressions against the URL. It can be used for complex URL matching that may not be covered by any of the previous rules.

Example:

Regular Expression: ^https:\/\/getlytics\.com(.+?)\?(.*?)my_utm=required

Matches

Does not Match

https://getlytics.com/?my_utm=required

https://getlytics.com/blog/post/welcome

https://getlytics.com/integrations?my_utm=required

http://getlytics.com/?my_utm=required

https://getlytics.com/blog/post/welcome?my_utm=required

After entering a value for a rule click the Add rule button. You may add multiple rules to a single campaign. Rules do not overwrite or conflict with existing rules. For example, if I have the two following rules in your campaign:

URL Contains: products

URL Contains: personalization

Your campaign would display on all of the following URLs:

Matches

https://getlytics.com/products/personalization

https://getlytics.com/products/content-affinity

https://getlytics.com/blog/post/introduction-to-personalization

You might want to exclude a specific URL from a campaign, you can do this using a negative lookahead :

^https:\/\/www\.getlytics\.com\/(?!blog).*$

This would exclude https://getlytics.com/blog from your campaign.

Within 24-48 hours of installing the Lytics tag, content topics should begin populating in the dashboard. If no content is showing up, please ensure there are no soft paywalls on your website and that anonymous visitors can access your content. If you do have a paywall please let [email protected] know as we can help you whitelist Lytics to process URLs or to get credentials to access them.

Custom integrations help you get data in and out of Lyticswhen a direct integration is not available.

Segment data in Lytics can be exported as a CSV file via email, or dropped onto an SFTP server of your choosing. CSV files are readily consumed by many service providers allowing for a quick, manual transfer of data.

Data from web services without a direct integration can be imported into Lytics through custom integrations. Most services provide a CSV or JSON data file export, which Lytics can consume as a custom data stream. Once a data file is exported from your service provider, it can be uploaded to an SFTP server where it will be picked up and read in as a new data source. The integration can run on a continual basis, so if data files are placed into the SFTP hourly or daily basis, the files will be processed as they come in.

When creating a duplicate of a campaign it will be archived and can't be run or previewed. This happens when publishing the duplicate campaign without first updating the dates it will run on.

The dates can be updated on the Display section of the campaign configuration as shown below.

For some administrators, it may be necessary to hide certain keys from the raw data stream.

Keys can be hidden on the Data Streams screen of the user interface. It is important to note that once hidden, keys cannot be made visible again through the user interface - only through an API call. It is recommended that a list is kept of hidden keys in the event one needs to be resurfaced at a later date.

To Hide A Key:

Step 1 - check the box of the key you wish to hide.

Step 2 - click on the Remove selected key button on the bottom.

[email protected]

To Unhide a Key:

Currently, hidden keys are invisible to the user interface. Please contact us atwith the key name and your account ID and we'd be happy to help!

Lytics supports Two-Factor Authentication by way of a smartphone app that can be downloaded from your devices app store. Two-Factor Authentication can be enabled on a per-account basis. If this measure is important for your business information security, contact Customer Success to enable the feature for your accounts users.For more information, see our Product Documentation.

If you have previously successfully connected your Facebook account to Lytics and you discover that exports are no longer received in Facebook or you cannot create a new export to Facebook, there is a good chance you simply need to re-authorize your Facebook account with Lytics.

The email address or password may have changed on your Facebook ads account, re-authorizing in Lytics will update to the new credentials.

This largely depends on your installation. For accounts using the asynchronous tag, our default and recommended approach, Lytics will never affect page load times. All of our processing and collection is done in the background while your website loads normally.

For those using the (now unsupported) synchronous tag, it is possible for Lytics to affect load times. However, our services will timeout after two seconds and fail gracefully so there is little chance of a prolonged delay in loading due to Lytics related code or services. Proper defaults or fallbacks should be put in place to handle the absence of data returned from Lytics in those instances.

The reason you are seeing this is because you are most likely using the (now unsupported) Lytics synchronous tag in Google Tag Manager. GTM is loaded asynchronously and works best using our asynchronous tag.

Please double check which Lytics JavaScript tag you have loaded in GTM and make sure the Asynchronous tag is running.

This article provides example Javascript to send data to Lytics from a form.

Accepted form data is as follows:

Default field data: https://activate.getlytics.com/resources/documentation/data_jstag_send

"form_name" - this will populate two user fields: "Last Time Web Form Submitted" and "Web Forms Submitted" in the UI.

For any other custom data, prefix a field so that it starts with "formdata_" . If you can't find the data you're sending in #1, prefixing the field will cause it to automatically get mapped into the Lytics platform into the "Web Form Data" field

This code adds a function to the "submit" button and waits for the Lytics "jstag.send" javascript command to complete before submitting the form, ensuring data transfer.

jQuery is required for this implementation.

In the following example, we assume the following:

The submit button has an HTML attribute "id" with a value of "submitbutton"

The <form> tag has an HTML attribute "id" with a value of "myform"

The form has an email <input> tag with the HTML attribute "name" with a value of "email"

The form has a company <input> tag with the HTML attribute "name" with a value of "company"

The fields "email" and "company" are sent to Lytics

Note: Please use this script as an example, and modify the HTML ids, form values, data, and the Javascript to fit your situation.

Include the following script anywhere in the <body> tag of your website.

<script type="text/javascript">

//Send lytics on email submit

$('#submitbutton').on('click', function(e) {

var form = $('#myform');

if ('jstag' in window && 'send' in jstag) {

jstag.send({ "form_name": "My Form", "formdata_custom_field": "My custom data",

"email": $("input[name='email']").val(), "company": $("input[name='company']").val()

}, function() {

form.submit();

});

} else {

form.submit();

};

});

});

</script>

User exports are run once a day and over-write the previous day's data unless you check the box in Advanced options "to keep daily exports in dated tables" which will keep the snapshot of the segment each day. However, if an export is a large one and takes longer than a day the export will run the following day after each export.

Here is a guide that will help you troubleshoot what data is being sent to Lytics via jstag.send. These steps should be followed when new data is being sent to Lytics, to ensure data is sent as expected:

These instructions are for Google Chrome:

Open a New Tab Google Chrome

Open the Javascript Console by going to View > Developer > Javascript Console

Switch to the "Network" tab

Click the "ban" or "no" icon to clear all results in the console

Filter by 'c.lytics.io/c/'

Execute web requests or refresh the page to inspect the data being sent to Lytics, choose a request from the left pane.

Under "Query String Parameters" are the keys and values being sent to Lytics, as pictured below:

Lytics does a lookup based on IP using service called GeoIP from a company called Maxmind.

Find API Keys for your Lytics accounts by clicking the account dropdown in the top right of your screen and clicking "Manage Accounts".

In this screen, you'll be able to see the Full API and Data API Keys:

Recent Events is a list of events processed by Lytics behind the scenes including details on newly classified content and changes in audience segment membership.

Reach one of the most important metrics of a campaign, reach is simply the number of unique individuals who have seen the campaign.

Below the lytics JS tag you can add this quick snippet to point it at a new stream name:

<script type="text/javascript">window.liosetup=window.liosetup||{};window.liosetup.stream="New stream name";</script>

We save our _uid as a cookie named `seerid` so that can be pulled from the cookie, but we also have a built in function that works with our snippet.

You can use this to pull the _uid on any page you want:

jstag.ckieGet('seerid')

Lytics also has a rich set of API's which is also useful for pushing and pulling user data:

https://www.getlytics.com/developers/rest-api#user

Clearbit provides rich, real-time people & company enrichment of Lytics segments. Lytics will send email addresses to Clearbit for enrichment, and all available user and company data will be returned. To get an example of the enrichment data returned by Clearbit, visit https://clearbit.com/enrichment.

The Clearbit enrichment can be applied to an individual Lytics audience, where an emailwill be enriched and added to a user's profile. By default, users will only be enriched when they enter a segment. When setting up your initial Clearbit and Lytics integration, select "enrich existing users" to enrich users who are already members of the segment. If a user falls out of a segment and then reenters, they will be re-enriched.

You can find your Lytics account ID by logging into the Lytics UI, clicking the account name at the top right hand of the screen, and clicking "Manage Accounts" in that pull down menu. On the manage accountspage you will see the account ID associated to every account the user has access to.

Lytics can onboard and sync audiences from your account using your first party and second party data to Facebook Ad Manager.

Here's a link to our documentation: https://activate.getlytics.com/resources/documentation/integrations_facebook

The Lytics Facebook Ads integration requires an oAuth to your Facebook Ad Manager account. You can do this through the Lytics' account UI here: https://activate.getlytics.com/data/integrations/facebook/connect

Once connected, we support two types of integrations with Facebook Ad Manager:

1) Facebook Custom Audience Onboarding; and

2) Facebook Audience Sync (via pixel).

The Custom Audience onboarding is a workflow export of Lytics segments to Facebook Ad Manager using email address as the identifier to match to audiences on Facebook. Once you create and export a Lytics segment to Facebook, we automatically keep that audience up-to-date and fresh in Facebook.

The Facebook Audience Sync is a real-time sync of Lytics audiences to Facebook Ad Manager using the Facebook pixel. We pass segment membership to Facebook pixel and audiences are auto-created and populated in Facebook Ad Manager as the users visit the website and are recognized and shared via the pixel.

Lytics does not capture or collect any data from Facebook through this integration and does not share any of your data with Facebook except audience membership.

GA has a limit on the number of characters (actually bytes) for custom dimensions. It is set at 150 bytes which means if you attempt to pass a group of segments from Lytics to GA where the total is over 150 characters you will receive a warning (Parameter for Custom Dimension is too long (max 150)) in GA or Google Tag Manager and the segments will not be received in GA.

You can attempt to overcome this by reducing the name lengths of your segments or by deselecting API access while editing the segment in question. Disabling API access means the segments will not be 'public' and therefore will not be passed to GA. See fig.1 for details.

Fig. 1

This is most often caused by a referral visit where we receive the referral URL in an event. Lytics will enrich any event with a "url" field included in it.

Often you may want to personalize a user's experience on their very first page visit, before they have a Lyticscookie and user profile created in our system.

You can do this Async by passing query parameters in the URLContains

Here are two examples of how you can do this in JS with a url referral:

```

// Option 1:// If using the UI for campaigns, have someone add the manualTrigger// display option override and add the following to your website:

if (document.referrer === 'https://www.google.com/') {pathfora.triggerWidgets(['widget-id']);}

```

```

// Option 2:// If not using the SDK, use the following code:

var module = new pathfora.Message({id: 'referral-trigger',layout: 'modal',msg: 'Here is a modal',});

if (document.referrer === 'https://www.google.com/') {pathfora.initializeWidgets([module]);}

```

I believe you are looking for the `initializeWidgets()` function. You can call this function multiple times.

Here is a link to the docs around this:

Initialize Widgets

When the Lytics tag loads for the first time several requests are made. There are two libraries being loaded, one is fortracking and the other is for personalization. There are a couple calls for each sending data back to Lytics for tracking and to check for active personalize campaigns. All are OK and required for functionality and after the initial load where the js/css is loaded, the number of calls will drop.

Additionally, all the calls are asynchronous and will not affect your site performance.

You can delete a Segment individually or as part of a batch delete:

Single Segment delete

Audience > Browse Segment > Segment name > drop down menu in the top right corner of the screen > Delete.

Batch Segment delete

Audience > Browse Segment > check Segments for deletion > Select "Delete x Selected Segments"

Note: If the Segments you wish to delete are currently being used in an Export you must stop the Export before attempting to delete the Segment.

In my database I can see that a user was created at5/26/2015 12:00:00 AM and this is the data that I sent. However, in the user's profile in Lytics it looks like the created date is 5/25/2016. Why?

When sending Lytics custom data at the hour or minute level, if you do not specify the timezone in the data our system will default to UTC. In our UI the time fields displayed are calculated to your local machine time.

I have added a meta topics to my website, something like this:

<meta name="lytics:topic" value="Used Cars">

But we don't seem to be able to see these within the Topics in the UI?

Lytics by default only displays the top 500 topics, so if you have just started adding topics to your website for Lytics to scrape it may take a little bit for these topics to appear in the list in the UI. If you would like to have more topics available in your account please reach out to [email protected] and let us know.

If you would simply like to verify that we are receiving the topics you can make a POST to our API:

http://api.lytics.io/api/segment/scan?key=YOUR_API_KEY_HERE with a body of:

FILTER AND (EXISTS global.`Used Cars`) FROM content

When you're in the Custom Integration screen (Data -> Integrations -> Custom Integrations) and you select import/export you have two choices:

1. Add Account (asks for host, username, password, port)

2. Use LyticsManaged FTP instead

The first option of Add Account probably works like you would expect and wants you tologin with credentials. Instructions on how to log in are below. If you choose "Use Lytics Managed instead" for import it will automatically log you into your LyticsFTP account and will place you in the "import" folder and will allow you to select the file of your choice from that directory. If the filename is dated you can schedule the frequency of pick up and going forward it will check for the next file of the date series.

Exported files will be posted in the "export" directory in the account.

To get logged into the LyticsFTP to post or download files you can use the following to get logged in using an SFTP client.:

Host: sftp:// lytics.brickftp.com

Username: yourdomain.com (your username is usually the domain used when creating your lytics account)

Password: Your password is your account Data API key. Log in to Lyticsand click on "Account" in the top-right corner and then click "Manage Accounts". The Data API key will be listed on that screen.

SFTP access is limited to an SFTP client and is NOT accessible via web based / browser login. If you do need web access, or you have any other questions, please reach out to feel free to reach out to [email protected] with any questions.

Lytics is capable of pulling many query string parameters out of links and this is a way to identify your email subscribers on your website when they click through an email link. Mailchimp calls this functionality a Merge Tag. Mailchimp will allow you to pass the user's unique ID in an email link. The merge tag you will want to use is:

Pulls in the $member->email->unique_id; If used in a campaign, this tag will pull in your subscriber's unique id into the campaign content and can be used tocreate unique links for subscribers.

To learn more about using Merge Tags with Mailchimp take a look at:

Getting Started With Merge Tags

If you're ever curious where a field comes from you can find this by going to Data -> User Fields and finding the specific field name. Right below the field name is the source. "Default" is the default name in Lytics what we call web data. If there are multiple sources listed it means that field is potentially from any of the sources listed.

The most common reason for a data load issue with Silverpop is the FTP/SFTP folder not working as expected. This is a potential gotcha even when the API itself is bypassing the FTP, which can impact the Lyticsintegration.To resolve this, log into your Silverpop FTP and make sure you have an upload and download directory and that you are able to access them. Once you have confirmed that you have directories and can access them try re-authorizing Silverpop from within Lytics.