Smart View Guide

SmartView Users Guide
Fall 2010 Edition | 2010 Webtrends Inc.
Disclaimer
This document and the software, subscription service and/or technology described in this document are furnished under and are subject to the terms of a separate license agreement, a subscription service agreement or a services agreement. EXCEPT AS EXPRESSLY SET FORTH IN A LICENSE AGREEMENT, SUBSCRIPTION SERVICE AGREEMENT OR A SERVICES AGREEMENT, WEBTRENDS INC. PROVIDES THIS DOCUMENT "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. NO RIGHTS OF ANY KIND ARE GRANTED TO YOU IN THE SOFTWARE, SUBSCRIPTION SERVICE AND/OR TECHNOLOGY DESCRIBED IN THIS DOCUMENT, UNLESS SUCH RIGHT HAS BEEN GRANTED TO YOU UNDER A SEPARATE LICENSE AGREEMENT, SUBSCRIPTION SERVICE AGREEMENT OR SERICES AGREEMENT. You agree that you shall not loan, sell, or otherwise transfer this document. Except as expressly set forth in a license agreement, subscription service agreement or services agreement, you agree that you shall not reproduce, store in a retrieval system, provide access to or transmit in any form or by any means, electronic, mechanical, or otherwise, all or any part of this document or the software, subscription service and/or technology described in this document. Some companies, names, and data in this document are used for illustration purposes and do not represent real companies, individuals, or data. This document may include technical inaccuracies or typographical errors. Webtrends Inc. may make improvements in or changes to the software, subscription service and/or technology described in this document at any time without notice. 1996-2010 Webtrends Inc. All rights reserved. U.S. Government Restricted Rights: The software is "commercial software." If the software and documentation are being acquired by or on behalf of the U.S. Government or by a U.S. Government prime contractor or subcontractor (at any tier), in accordance with 48 C.F.R. 227.7202-4 (for Department of Defense (DOD) acquisitions) and 48 C.F.R. 2.101 and 12.212 (for non-DOD acquisitions), the government's rights in the software and documentation, including its rights to use, modify, reproduce, release, perform, display or disclose the software or documentation, will be subject in all respects to the commercial license rights and restrictions provided in the license agreement. Government technical data and software rights related to the service include only those rights customarily provided to the public as defined in this Agreement. This customary commercial license is provided in accordance with FAR 12.211 (Technical Data) and FAR 12.212 (Software) and, for Department of Defense transactions, DFAR 252.227-7015 (Technical Data Commercial Items) and DFAR 227.7202-3 (Rights in Commercial Computer Software or Computer Software Documentation).
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Contact Information
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About This Book and the Library

This guide provides complete information for using Webtrends Administration to set up and customize core operations such as data collection, analysis, report content and style, and visitor session tracking. It includes conceptual and procedural information about features such as custom reports, data filtering, scenario analysis, and Express Analysis; assistance with common administrative concerns such as job scheduling and table limiting; and reference information such as the Webtrends Query Parameter Reference.
Intended Audience
This book provides information for administrators who are responsible for installing and configuring Webtrends Analytics software or setting up Webtrends Analytics On Demand.
Other Information in the Library

The library provides the following information resources:
Help
Provides context-sensitive information and step-by-step guidance for common tasks, as well as definitions for each field on each window.
Webtrends Administration User's Guide

This guide provides complete information for using Webtrends Administration to set up and customize core operations such as data collection, analysis, report content and style, and visitor session tracking. It includes conceptual and procedural information about features such as custom reports, data filtering, scenario analysis, and Express Analysis; assistance with common administrative concerns such as job scheduling and table limiting; and reference information such as the Webtrends Query Parameter Reference.
Webtrends Analytics Reports Users Guide

This guide provides users who primarily use Webtrends Analytics Reports with the information they need to navigate, customize, save, and export reports and report data.
Note
Users who only have View Reports permissions automatically use Webtrends Analytics Reports instead of Webtrends Administration. While they can view the reports, they may not have access to any of the other controls. We recommend distributing the Webtrends Analytics Reports Users Guide to these users as a introduction to navigating Webtrends reports and report data.
Webtrends Marketing Warehouse Software User's Guide

This guide includes information about using Webtrends Marketing Warehouse for ad hoc data analysis, using Webtrends Explore to analyze web business events by segment, and using Webtrends Score to identify qualified users based on their web site actions. Webtrends administrators can also find information about installing, implementing and using Webtrends Marketing Warehouse.
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Webtrends Visitor Data Mart On Demand User's Guide (Formerly Webtrends Marketing Warehouse On Demand Users Guide)
This guide includes information about using Webtrends Visitor Intelligence for ad hoc data analysis, using Webtrends Explore to analyze web business events by segment, and using Webtrends Score to identify qualified users based on their web site actions. It also provides a detailed reference to Visitor Intelligence report data. Webtrends administrators can also find information about implementing and using Webtrends Marketing Warehouse.
Webtrends Analytics Software Implementation and Maintenance Guide

A step-by-step guide for administrators who are responsible for installing, setting up and maintaining Webtrends Analytics Software. It includes information about licensing, JavaScript tagging, profile setup, security, cookie implementation, performance tuning, and system backups. It also includes the Webtrends Query Parameter Reference.
Webtrends Analytics On Demand Implementation Guide

A step-by-step guide for administrators who are responsible for implementing Webtrends Analytics On Demand. It includes information about licensing, JavaScript tagging, and profile setup. It also includes the Webtrends Query Parameter Reference.
Webtrends SmartSource Data Collector User's Guide

This guide provides instructions for installing, configuring, and maintaining Webtrends SmartSource Data Collector, including information about client- and server-side JavaScript tags and cookie tracking.
Webtrends SmartView Users Guide

A guide to installing and using SmartView and configuring Webtrends to work effectively with SmartView reporting.
Webtrends SmartReports User's Guide

A guide to using Webtrends SmartReports with Webtrends Analytics reporting for powerful data integration and analysis in the Microsoft Excel environment.
Webtrends Visitor Data Mart Schema Reference (formerly Webtrends Marketing Warehouse Schema Reference)
Provides an overview of the Marketing Warehouse databases for experienced database administrators. This guide helps you understand the data in the Marketing Warehouse, giving you the foundation you need to use the data productively. It provides instructions for populating the Marketing Warehouse databases using Webtrends Administration and for viewing the data once it is available. It also describes how the databases are constructed and how that affects the function of the different types of data.
Webtrends Programmer's Reference

This guide provides conceptual, procedural, and referential information that allows experienced programmers to customize Webtrends data collection and reporting. It provides instructions for using the Webtrends ODBC Driver to query both the Marketing Warehouse and the Webtrends Analytics Report databases. It also includes documentation for the Active X, C, and Post Plug-Ins that can communicate with Webtrends Analytics.
Webtrends Guide to Web Analytics

This guide provides an introductory conceptual overview of web analytics, supplemented with examples, graphics, and practical worksheets to help you understand Webtrends architecture and create a strategy for customizing Webtrends Analytics for your key business metrics. Topics covered in this guide include collecting web activity data, understanding visitor behavior, filtering and analyzing your data, measuring acquisition, conversion, and retention, and integrating web analytics data with other business data.
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Providing Feedback
Your comments are very important to us. Please take the time to let us know about your Webtrends experience by doing one of the following: Click Customer Center in the upper right corner of the Webtrends banner. Then click Contact Us and click Submit Product Feedback in the right pane. From Webtrends Analytics Reports, click Help > Feedback from the upper right corner of the report. The Feedback page of the Webtrends web site opens in a new browser window. You can use it to report a bug, request a feature, or give general feedback about your user experience.
Documentation Center
The Webtrends Documentation Center brings together a variety of materials and references to help you learn to use Webtrends products more effectively. To access the Documentation Center: Go to webtrends.com, click Support, then click Product Documentation (under Documentation and Downloads). Click Documentation Center in the left footer in any of the guides.
Conventions
The library uses consistent conventions to help you identify items throughout the documentation. The following table summarizes these conventions.
Convention
Bold
Use
Window and menu items Technical terms, when introduced Book and CD-ROM titles Variable names and values Emphasized words File and folder names Commands and code examples Text you must type Text (output) displayed in the command-line interface
Italics
Lucida Console
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Table of Contents
Chapter 1
What Is SmartView?
Who Should Use SmartView? ................................................................................................................1 How Customers Use SmartView ............................................................................................................1 Media Sites Use SmartView to Captivate Visitors .........................................................................1 Commerce Sites Use SmartView to Drive Orders ..........................................................................2 Campaign Managers Use SmartView to Optimize Landing Pages ................................................2 What Types of Web Sites Work with SmartView? ................................................................................2 Document Revision History ...................................................................................................................4
Chapter 2
Installing and Using SmartView

Installing SmartView ..............................................................................................................................5 Upgrading From an Earlier Version .......................................................................................................6 Troubleshooting Upgrade Issues .....................................................................................................6 Upgrading SmartView Manually ....................................................................................................6 Working with the SmartView Sample ....................................................................................................7 Starting SmartView ................................................................................................................................7 Working With SmartView ......................................................................................................................8 Viewing Reports in SmartView ......................................................................................................8 Customizing SmartView ...............................................................................................................10 Adding a New Connection ............................................................................................................11 Document Revision History .................................................................................................................12
Chapter 3
Setting Up SmartView Reporting

Getting Started ......................................................................................................................................13 Creating a Profile for Basic SmartView Reports ..........................................................................13 Creating an Advanced SmartView Profile ....................................................................................15 Configuring Page File Types for SmartView ................................................................................16 Giving Users Access to SmartView ..............................................................................................17
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Configuring SmartView Using JavaScript Tags ...........................................................................17 Adding Scenarios and Custom Segments to SmartView ......................................................................20 Creating Scenarios for SmartView ...............................................................................................20 Creating Custom Reports for SmartView .....................................................................................22 Fine-Tuning SmartView Data ..............................................................................................................23 Tagging to Uniquely Identify Links ..............................................................................................24 Preparing Dynamic Site Data for SmartView ...............................................................................24 Adjusting Report Period Settings ..................................................................................................25 SmartView and Your Web Site Strategy ..............................................................................................26 Using SmartView for A/B Testing ................................................................................................26 Using SmartView to Measure Offer Success ................................................................................27 Using SmartView to Optimize Landing Pages .............................................................................27 Document Revision History .................................................................................................................28
Chapter 4
SmartView Best Practices and Troubleshooting

Best Practices for Configuring SmartView ..........................................................................................29 Session Tracking ...........................................................................................................................29 URL Rebuilding ............................................................................................................................30 Page File Types .............................................................................................................................30 Domains ........................................................................................................................................30 Report Period Settings ..................................................................................................................31 Data Trimming ..............................................................................................................................31 Report Measures ...........................................................................................................................35 Troubleshooting SmartView .................................................................................................................36 Document Revision History .................................................................................................................37
Index ....................................................................................................................... 39
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Chapter 1
What Is SmartView?
SmartView, the intuitive metrics overlay solution, makes it easy to evaluate the most important real estate of your web site by any number of the twenty success measures that tracks. With SmartView, you can easily navigate to any of your important goal pages to measure link performance, evaluate content and offers, and optimize page conversion. SmartView also allows you to precisely identify how different customer segments interact with offers and creative elements on each page. For example, with SmartView you can evaluate whether your Google visitors respond better to a promotion then your Yahoo visitors. With Custom Reporting, SmartView can be customized to track any segment that is important to your business.
Who Should Use SmartView?

SmartView is an ideal solution for: Optimizing the conversion of your goal pages A/B testing of new creatives, landing pages, and product promotions Determining which offers appeal to specific customer segments to drive business
How Customers Use SmartView

Because SmartView is extremely flexible, you can apply it to your primary Web site objectives whether your Web site sells products, generates leads, provides customer self-service, or sells advertising. SmartView provides a precise understanding of how site visitors interact with each page. The next section discusses just a few of the ways that SmartView helps you act on visitors behavior on your most critical pages.
Media Sites Use SmartView to Captivate Visitors

Media sites place a premium on making sure the front page engages readers to view more articles and advertisements. With SmartView, this process has never been easier. A content editor can use SmartView to A/B test story headlines and determine which stories grab readers, to place stories appropriately on the page, and then to measure the success of each story in driving pages views and visit duration. For more information about setting up SmartView for A/B testing, see SmartView and Your Web Site Strategy on page 26.
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What Types of Web Sites Work with SmartView?
What Is SmartView?
Commerce Sites Use SmartView to Drive Orders

Merchandising managers for commerce sites can use SmartView to see which offers drive clickthroughs, and more importantly revenue, to the site. SmartView makes this process easy by superimposing any revenue-oriented metric (average order size, revenue, cart add, orders) on any of the product listings and prominent offers on a page. For more information about using SmartView to evaluate the success of your offers or other elements on your site, see SmartView and Your Web Site Strategy on page 26.
Campaign Managers Use SmartView to Optimize Landing Pages

Campaign managers can use SmartView to see how target audiences respond to different calls to action on the landing page. For example, a campaign manager running a new pay-per-click campaign can test whether the pay-perclick visitors from Google respond better to the offer than visitors from Yahoo. For more information about using SmartView to compare segments, see SmartView and Your Web Site Strategy on page 26.

SmartView can provide link data for the following web site configurations: HTML links to pages only. SmartView does not report on unlinked images. HTML images mapped to links. Links within the configured domains. SmartView cannot provide data for off-site links. HTML web sites that do not use frames. SmartView can report on static links that have been created by JavaScript that contain an actual page reference, such as document.write("<a href="http://www.mysite.com/...") However, SmartView cannot report on dynamic links that are created by JavaScript that do not contain an identifiable page reference, such as href="javascript:...". Note
Because form data and the buttons used to submit form data are not links (HREFs) SmartView does not report activity for forms. SmartView does not provide data for Flash content. SmartView does not report on DHTML links. You can see activity for DHTML links in the Analytics Reports view of the report.
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What Is SmartView?
The following graphic shows a report summary for the entire web site in the Pages dialog, with link data tagged and highlighted on the web page.
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Document Revision History
What Is SmartView?

Table 1: Document Revision History contains a summary of changes made to this document beginning with the release of Webtrends Analytics, version 8.7.
Table 1: Document Revision History Software Version Fall 2009 Release v8.7d v8.7 Date of Last Update November, 2009 Summary of Changes
Corporate branding updates.
July, 2009 March, 2009
Added footer link to Documentation Center. Added Document Revision History section.
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Chapter 2

This chapter provides information about installing SmartView, using SmartView sample data to get familiar with SmartView reports, and working with report data in SmartView. Note that before you can view reports for your web site in SmartView, your administrator or someone with appropriate user rights must create an Advanced SmartView profile or enable SmartView in a Analytics profile. For more information, see Setting Up SmartView Reporting on page 13.
Installing SmartView
You can access the SmartView installation program through Administration. Review the minimum system requirements before installing SmartView. For more information, see . Note
If you do not have Administrator rights to the computer where you are installing SmartView, your Windows user account must belong to the Power Users group before you can install SmartView.
To install SmartView: 1. Log in to . 2. In the left pane, click Administration > Install Components. 3. Click Install SmartView. The SmartView Installation Wizard starts. 4. The Welcome window opens. Click Next. 5. Select the I accept the terms of the license agreement option. You cannot continue with the installation without accepting the license agreement. Click Next. 6. The Destination Folder dialog opens, showing the default installation folder for SmartView. The default location is C:\Program Files\ SmartView. a. If you want to accept the default location, click Next. b. If you want to install to another location, click Change and browse to it. 7. Click Install to start the installation. 8. When you are prompted to close all Microsoft Office applications, close all the Internet Explorer windows including the one running .
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Upgrading From an Earlier Version
9. Click Finish to close the Installation Wizard.
Upgrading From an Earlier Version

When a newer version of SmartView is available, an Outdated Version message is displayed when you log in. SmartView prompts you to install the upgrade. To install the upgrade: 1. Click Upgrade. 2. When the installation program prompts you to close all open Microsoft Office applications, close all the Internet Explorer windows including the one running and click Retry. 3. Click Finish to complete the installation.
Troubleshooting Upgrade Issues

If you are prompted again to upgrade SmartView even after installing a newer version, completing this procedure may resolve the issue. To resolve upgrade issues: 1. Restart your computer. 2. Start SmartView. a. If when you log in to SmartView you are not prompted to upgrade SmartView, restarting your computer released the file that caused SmartView to display this message. The upgrade issue is resolved. b. If when you log in to SmartView you are still prompted to upgrade SmartView, remove all the files from the temporary directory for your user account. For example, delete the files in C:\Documents and Settings\username\Local Settings\Temp. Then uninstall and reinstall SmartView.
Upgrading SmartView Manually

If you use Analytics On Demand and you are prompted to upgrade SmartView, but your companys firewall does not allow you to run the upgrade program, you can use this procedure to install the new version manually. To upgrade SmartView manually: 1. Contact Support to get the SmartView settings.ini file that supports this manual installation. 2. Download the Client Components package located at http://www.webtrends.com/support/wtd.aspx. 3. Save the installer.zip file to your computer. 4. Extract the contents of the ZIP file and run setup.exe. 5. When the installation is complete, replace the settings.ini file that is located in the root of the SmartView Installation Directory with the settings.ini you received from Support.
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Working with the SmartView Sample
Working with the SmartView Sample

provides sample data that lets you see the reports and metrics available. Installing the SmartView sample allows you to look at SmartView data even before your administrator has created SmartView-compatible profiles for you to use. To install the SmartView sample: 1. Log in to the . 2. In the left pane, click Administration > Install Components > Accessories. 3. Click Sample Downloads. 4. Select the Zedesco SmartView (Sample) and click Save. 5. Before the sample is copied to your computer, you must accept the License Agreement. If you agree to the stated terms, select I accept the terms of the license agreement, and click Next. Otherwise, click Cancel. 6. Select the samples you want to install, and click Next. 7. Click Install. 8. You are notified when the installation is complete. Click Finish to close the wizard.
Starting SmartView
After you install SmartView, you can log in to SmartView and look at sample report data. If you are upgrading from an earlier version of SmartView, no changes are necessary to work with any SmartViewcompatible profiles already set up. To start SmartView: 1. If you or your administrator created an Advanced SmartView profile, you can start SmartView from Administration. a. In the left pane, click Administration > Web Analysis > Reports & Profiles. b. Click the name of an Advanced SmartView profile, and SmartView launches. 2. Otherwise, launch Microsoft Internet Explorer. 3. Type the web site you or your administrator have configured SmartView to work with in the Address field. 4. Click the SmartView icon in the browser toolbar. SmartView opens in the left pane. 5. If you have multiple Analytics servers you can connect to, log out of SmartView, click Connections, and select the connection you want to use. If you are logged in, you must log out to see the Connections option. 6. Type your user name and password and click login. SmartView connects to the server if that server is available. If your server is not available, SmartView cannot display your reports or superimpose data in the web page you are browsing. If you cannot successfully log in, contact your administrator to make sure you are logging into the correct server.
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Working With SmartView
7. Reports for your web site are displayed in the left pane and statistics for the page selected are superimposed on your web page in the right pane.

Because SmartView superimposes report data on your actual web site, the report data reflects its current state. Each day that you log in to SmartView, the most recent data is displayed. SmartView is designed to answer immediate questions pertaining to recent activity on your site. Keep in mind that as your site changes and links are removed, SmartView does not show historical data for those links. Instead, for historical data, you should view reports in the Analytics Reports. The data available in the report tabs depends on the Analytics profile you are connected to and whether it is a SmartView enabled standard profile or an Advanced SmartView profile. If you have questions about the profiles, templates, or reports available to you, please consult your administrator. Note
Your administrator configures SmartView data in the Administration. For more information see Setting Up SmartView Reporting on page 13.
Viewing Reports in SmartView

You can view report data by browsing to your web site and starting SmartView from the browser toolbar. With your web page displayed in the right pane, and the SmartView controls in the left pane, you can change the report data you want to view. Use the left pane to perform the following tasks: To view a different set of data, select a profile from the Profile menu. To view a summary report for your entire web site, in the left pane, click Site. To view reports for an individual web page, in the left pane, click Page, and in the right pane, navigate to the page that interests you. As you change the web page you are viewing, the data for this page changes. To view navigational paths for a web page, in the left pane, click Paths. As you change the web page you are viewing in the right pane, the path data changes. To change the report that controls the data displayed in the link tags, in the left pane, click Links, and select a report from the Reports list. If the report contains segmented visitor data, you can select the aspect of the report you want the link data to show from the Segments list. If a Scenario Funnel is available for this report, select a Scenario that you want to show as the default funnel in the link popup. To view all available measures for the selected report, click the + sign in the link. A check mark indicates which measure is currently selected for the link data. You can change the measure that is displayed in the link data by selecting another in the link pop-up list.
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SmartView shows the value of the currently selected measure for links on the page. If a page contains links with duplicate HREFs, you will see a solid line around one of the links and a dashed line around the others.
Note
You can also view SmartView report data in HTML format from Analytics Reports.
Note that what you select in the left pane changes the report information in the right pane. As you browse your site, following different links and looking at various pages, the reports in the left change to show details for the page you are viewing. The following graphic shows SmartView and highlights the main features.
The following table describes the callouts in the previous graphic.

Callout 1 2 Select a profile. Choose a date. Description
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Callout 3 4 5 6 7 8
Description Customize SmartView options. Get Help for SmartView. Log out of SmartView. View data for the current page. Click to view other measures for the link. View link data. If a page contains links with duplicate HREFs, you
will see a solid line around one of the links and a dashed line around the others.
9 10 11 12 View reports for the entire site. View reports for the active page. View navigation paths for the active page. View link data for the active page.
Customizing SmartView
You can customize how your SmartView report data is displayed in the link tags. These settings are available from the Preferences menu.
Changing Link Tag Data

For any given report, you can select the measure for the link data and the number of link tags. To change the measure: 1. On the Preferences menu, click Link Tags > Link Tag Display. 2. Select the measure from the list that you want to show in the link data. OR 1. From the SmartView main window, click the + sign in the link to open the link pop-up window. 2. Select the measure that you want to be displayed in the link data.
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To limit the quantity of tags: 1. On the Preferences menu, click Link Tags > Link Tag Filter. 2. By default, all the available link data is displayed. To refine the amount of data on the selected web page, you can select Top 10 or Top 5.
Changing Link Color

SmartViews link tags are color-coded according to the measure value displayed in the link. You can customize the link color scheme either by letting SmartView assign the colors or by selecting the color that is used for high, medium and low values. To customize the colors used: 1. On the Preferences menu, click Link Tags > Link Tag Colors. 2. If you want to choose a color and let SmartView assign shades for each value range, click Generate colors in-between high and low color option. a. Click the High color selection, and make your selection from the color palette that opens. b. Click the Low color selection, and make your selection from the color palette that opens. c. Click Save. SmartView automatically assigns a range of colors between your two choices for the measure you are currently viewing. 3. If you want to choose the color for each value range, click Manually select all colors option. a. Click each of the five color settings, and make your selection from the color palette that opens for each one. b. Click Save. SmartView applies your choices to the links you are currently viewing.
Turning Off Link Data

By default, SmartView shows link data for the web page open in the right pane. If you need to turn off the link data to better see the contents of your web page, you can turn it off by clicking Link Tags > Show Link Tags on the Preferences menu.
Adding a New Connection

If your organization has more than one Analytics server, you can access reports from those servers by adding SmartView connections. To add a connection: 1. From the Microsoft Internet Explorer toolbar, click the SmartView icon. 2. If the Log In dialog opens, click connections. Otherwise, you may need to log out to access the connections button. 3. Click New Connection. 4. Type a description that identifies this connection. This description is used in the list of recognized SmartView connections.
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5. Type the URL of the server which analyzes your SmartView profiles. For example, http:// host:7099/. Your administrator can provide this information. 6. Click Save.

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Chapter 3

Webtrends SmartView allows you to evaluate the most important pages on your web site by a number of metrics that Webtrends Analytics tracks. Before you can use SmartView, a Webtrends administrator must create a Webtrends Analytics profile so that it understands your web site and generates reports properly for SmartView. After you complete these steps, users can install SmartView on their computers and view their reports. For more information about installing and using SmartView and the type of data that SmartView tracks, see Installing and Using SmartView in the SmartView Users Guide.
Getting Started
Webtrends provides two ways to track web site activity for SmartView: If your organization has traffic that is typical for an enterprise-level site, you can use the procedures described in Creating a Profile for Basic SmartView Reports or Creating an Advanced SmartView Profile on page 15. Most organizations use this method of tracking page data for SmartView. If you use Webtrends On Demand or SmartSource Data Collector and your organization has an exceptionally large site, consider using the JavaScript tag to collect data for SmartView. For more information, see Configuring SmartView Using JavaScript Tags on page 17.
Creating a Profile for Basic SmartView Reports

Basic SmartView shows link data for all visitors. If you want a report that shows segments of visitors and you use Advanced SmartView, create an Advanced SmartView profile. For more information, see Creating an Advanced SmartView Profile on page 15. To create a Basic SmartView Profile: 1. In the left pane, click Administration > Web Analysis > Reports & Profiles. 2. Click New. 3. In the Profile Name text box, type a unique name to identify the profile. 4. In the Web Site Domain Name text box, type the URL of your web site. 5. Select the Advanced profile options check box, and click Next. 6. In the Profile Class dialog, click Standard (Full-Featured Analysis) as the type, and click Next.
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Getting Started
7. Continue to follow the steps in the New Profile wizard. For more information on the settings in each dialog, see the Administration Help. 8. When you get to the Report Packs dialog, make sure the Include standard reports check box is selected. 9. When you get to the SmartView dialog, select the Enable Basic SmartView Reporting check box. 10. Specify the domain of your web site and click Next. Typically, you specify the same domain you specified in the Home dialog. If your site includes more than one subdomain, specify the domain name that encompasses all of them. For example, yahoo.com is a domain name, while mail.yahoo.com is a subdomain. As a best practice, select Use the following domain(s) and type the domains in the text box provided, such as mysite.com. Separate multiple sites with a space. 11. When you get to the Summary dialog, click Additional Settings. 12. Click Analysis > Page File Types. 13. Click Use page file type definitions listed below. 14. If Page File Types settings have been globally configured, click Import Global List. a. Edit each definition indicated in the Truncate Query Strings column as Yes. b. Make sure Show query string in reports is selected. 15. Otherwise, click Add File Type. a. In the File Extension text box, type the extension of a file type that your web site uses. b. Leave Show query string in reports selected. c. Add all the file types that your web site uses. d. Click Done. 16. If you are using the software version of Webtrends, click Analysis > Table Sizes and specify the limit for Single Level Paths, Forward. If you use Webtrends On Demand, click Analysis > Table Sizes and view the limit for Single Level Paths, Forward. You can contact Support if you want to request a change to this setting. Use the following guidelines: If your web site has fewer than 1000 unique pages, set the limit to 50000. If your web site has fewer than 10000 unique pages, set the limit to 100000. f your web site has fewer than 50000 unique pages, set the limit to 500000. 17. Click Reports > Report Periods. As a best practice, configure the Report Periods and Storage settings for one of the following period sets: Daily and weekly data Daily and monthly data Daily data only. For more information, see Adjusting Report Period Settings on page 25.
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Getting Started
18. Click Reports > Report Templates and select a template that contains the following reports: Pages Entry page Exit pages Single-page visits Single-level paths, forward Single-level paths, reverse Webtrends Analytics uses these reports that to populate your SmartView reports. You can confirm which reports a template contains by selecting Web Analysis > Report Designer > Templates. 19. Click Administration > Profile Access and make sure that users who need this profile are listed and that you give them at least View profile and View Report rights. 20. Click Analysis > Session Tracking and make sure the tracking method selected for this profile includes one or more of the alternate methods (Auth, URL, Param, or Cookie). SmartView requires a method other than the IP Address and agent combination to track routes through your site. This data is needed for the Single Level Paths in the Pages dialog. 21. Click Advanced > URL Rebuilding. Select the URL Rebuilding definition that identifies the unique pages on your web site. For more information about URL Rebuilding, see Preparing Dynamic Site Data for SmartView on page 24. 22. Click Save. After Webtrends analyzes the profile, you can view your reports in SmartView.
Creating an Advanced SmartView Profile

With Advanced SmartView, you can add segmentation data to your SmartView reports. Advanced SmartView is an Add-On feature for Webtrends Analytics. To create an Advanced SmartView profile: 1. In the left pane, click Administration > Web Analysis > Reports & Profiles. 2. Click New. 3. In the Profile Name text box, type a unique name to identify the profile. 4. In the Web Site Domain Name text box, type the URL of your web site. 5. Select the Advanced profile options check box. 6. If you are using the software version of Webtrends, select Web Server as the content to be analyzed. 7. Select Advanced SmartView as the type and click Next. 8. Continue to follow the steps in the New Profile wizard. For more information on the settings in each dialog, see the Administration Help. 9. When you get to the SmartView dialog, specify the domain of your web site. Typically, you specify the same domain you specified in the Home dialog. If your site includes more than one subdomain, specify the domain name that encompasses them. For example, yahoo.com is a domain name, while mail.yahoo.com is a subdomain.
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Getting Started
As a best practice, select Use the following domain(s) and type the domains in the text box provided, such as mysite.com. Separate multiple sites with a space and click Next. 10. If you are using the software version of Webtrends, in Page File Types, click Use page file type definitions listed below. If Page File Types settings have been globally configured, click Import Global List. Edit each definition indicated in the Truncate Query Strings column as Yes, and click Show query string in reports. If Page File Types settings have not been configured, click New to specify the pages included in the Webtrends reports that are the foundation for SmartView reports. For more information, see Configuring Page File Types for SmartView on page 16. 11. In URL Rebuilding, select your URL Rebuilding definition that identifies the unique pages on your web site. For more information about URL Rebuilding, see Preparing Dynamic Site Data for SmartView on page 24. 12. In Session Tracking, make sure the tracking method selected for this profile includes one or more of the alternate methods, (Auth, URL, Param, or Cookie). SmartView requires a method other than the IP Address and agent combination to track routes through your site. This data is needed for the Single Level Paths report in the Pages dialog. 13. Continue to follow the steps in the profile wizard. When the Summary dialog is displayed, click Additional Settings. 14. Click Reports > Report Periods. As a best practice, configure the Report Periods and Storage settings for one of the following period sets: Daily Daily and Weekly Daily and Monthly. For more information about report periods, see Adjusting Report Period Settings on page 25. 15. Click Administration > Profile Access and make sure users who need this profile are listed and that you give them at least View profile and View Report rights. 16. Click Save. After Webtrends analyzes the profile, you can view your reports in SmartView.
Configuring Page File Types for SmartView

If you are creating profile to use with SmartView and your web site is created using dynamic pages, Page File Types definitions determine which pages are included in the reports that SmartView uses. Use the Page File Types dialog to specify the file extensions that identify pages on your Web site. For example, if your Web site is made up of mostly ASPX pages, the Page File Types definitions you use in your SmartView profile should include an ASPX definition. You should also configure your Page File Types definitions to show query string in reports. The Show query strings in reports setting is required in order for Webtrends report data to match the URLs on your Web site, making SmartView reports more meaningful.
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Getting Started
If your global page file types definitions use the Show query string in reports setting, you can use the globally defined list. Otherwise, create your own list of page file types for your SmartView profile as described in the following procedure. To specify page file types for SmartView: 1. In the left pane, click Administration > Web Analysis > Reports & Profiles. 1. Mouse over a profile and click Edit from the Action menu. 2. Click Analysis > Page File Types. 3. Click Use page file types listed below. 4. Click New. 5. Type an extension that identifies one of the your web site uses in the File Extension text box, such as aspx. 6. Click Show query string in reports and click Done. 7. Add all the file type extensions that identify pages on your web site.
Giving Users Access to SmartView

The installation for SmartView is available to users if you give them SmartView access. Users also need rights to view at least the SmartView-enabled profile, and rights to view reports. Use the Users dialog to assign these rights globally as described in the following procedure or you assign them in only the profiles you choose. To give users access to SmartView: 1. In the left pane, click Administration > Application Settings > Users. 2. Add or edit a user. 3. In the User Rights dialog, select the SmartView check box to allow the user to install SmartView. 4. If you want to give the user rights to view all profiles and reports, select the View check box for the Profiles and Reports components. 5. Otherwise, give the user access on a profile basis. For more information, see Creating a Profile for Basic SmartView Reports on page 13.
Configuring SmartView Using JavaScript Tags

If you use Webtrends On Demand or SmartSource Data Collector and you have a Custom Reports Pack, you can configure your Webtrends JavaScript tag to track pages for SmartView. With SmartView page tracking enabled in the tag, and a META tag on the pages you want SmartView to track, you can identify the pages that you want to make available in your SmartView reports. To report on SmartView-tagged pages, you create a SmartView-compatible custom report that uses filters to report on only SmartViewtagged pages.
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Getting Started
Profile analysis table limits and report table limits determine the amount data available in SmartView. Although tagging pages for SmartView transition tracking increases the likelihood that SmartView shows data for the pages you have tagged, these pages are still subject to the analysis and report table limits. Therefore, it is possible that some pages tagged for SmartView tracking may not be available in the SmartView report if limits are met. For more information about these limits, see SmartView Best Practices and Troubleshooting in the SmartView Users Guide. Consider using the JavaScript tag to track SmartView pages if your organization: Has a large, high-traffic site Has a site that is updated frequently or is highly dynamic Wants to be sure that SmartView reports include a specific set of pages
SmartView Page Tracking Parameters

If you tag your site for SmartView page transition tracking, Webtrends On Demand or SmartSource Data Collector generates query parameters that you can use in custom report filters so that your reports show link data for only SmartView-tagged pages. You can create a filter that uses either or both of these query parameters. Unlike some Webtrends query parameters, you should not use these query parameters to tag your web site.
Query Parameter
WT.tsp
Description Identifies transition source pages. When the JavaScript tag creates and passes this parameter, Webtrends tracks the transition from the source page to the next pages visited. You use this parameter in a custom report filter to focus the report on only page transition pages. Identifies transition target pages. When the JavaScript tag creates and passes this parameter, Webtrends tracks the transition from the previous page to the target page. You use this parameter in a custom report filter to focus the report on only page transition pages.
WT.ttp
Setting Up SmartView Page Tracking

Setting up SmartView page tracking involves: Enabling SmartView page transition tracking in the JavaScript tag Enabling SmartView filters in a SmartView-compatible custom report Creating an Advanced SmartView profile Tagging your web site with the SmartView page transition META tag
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Getting Started
To set up SmartView page tracking: 1. Using the Tag Builder at tagbuilder.Webtrends.com, create a JavaScript tag that includes SmartView Transition Tracking. You will implement the tag on your web site after you set up your profile and report. For more information, search for Implementing the JavaScript Tag on Your Web Pages in Administration Help. 2. Assign the SmartView custom report filters to the SmartView-compatible links reports you plan to use. a. In the left pane, click Web Analysis > Report Configuration > Custom Reports > Reports. b. You can copy a preconfigured links report or create a new links report. For more information about creating a custom report, see Creating Custom Reports for SmartView on page 22. c. In the Filters dialog, select the Include check box for the SmartView Transition Source Page filter and the SmartView Transition Target Page filter. d. Click Save. 3. Create an Advanced SmartView profile. For more information, see Creating an Advanced SmartView Profile on page 15. a. Make sure that your modified links reports are enabled in your profile. b. Click Advanced > Reports. c. Select the Enabled check box to enable your modified link reports. Makes sure that you clear the Enabled check box for all link reports that do not use your SmartView filters. 4. Tag your web site with your JavaScript tag and the following META tag:
<META NAME="SmartView_Page" CONTENT="1">
Add the META tag to the HEAD section of each web page that you want to track for SmartView. As a best practice, you should only tag a subset of pages for best performance and greater chances of having the pages that you tag available in your SmartView report. Note
If you later decide that you do not want to track a page for SmartView but want to preserve the tag for future use, edit the META tag and set the CONTENT value to 2. Otherwise, you can remove the tag from the page, and it is no longer tracked for SmartView.
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Adding Scenarios and Custom Segments to SmartView

Creating Scenarios for SmartView
You can report on well-known paths through your site, such as shopping cart checkout steps, using Scenario Analysis. Reporting on Scenario Analysis in SmartView requires Custom Reporting. Note
SmartView does not recognize Scenarios that are automatically configured by placing SmartSource tags on your web site. Instead, specify the URLs for each step in the wellknown path as described in the following procedure.
Creating Scenario Analysis Definitions

You can configure Scenario Analysis either by specifying URLs associated with the scenario or specifying SmartSource tags. If you use Webtrends software without SmartSource Data Collector, you define each step by specifying the URL that identifies it. If your web site uses dynamic pages, you also specify the parameters associated with the page requests. Alternatively, we recommend that if you are using Webtrends On Demand or Webtrends software with SmartSource Data Collector, you use SmartSource tags to configure your Scenario Analysis definition. In Webtrends Administration, create a Scenario Analysis definition that specifies the SmartSource tags you included in your web pages. If you use this method, you do not need to specify the URLs of the pages. After you create a Scenario Analysis definition, place SmartSource tags on each page of a step that you want to track. These tags indicate the Scenario Analysis name and include information about either the step name or the step number. To create Scenarios for SmartView: 1. In the left pane, click Administration > Web Analysis > Report Configuration > Scenario Analysis. 2. Click New. 3. Type a unique name that identifies this scenario in the list of Scenario Analysis definitions in the Name text box. 4. If you want to use SmartSource tags to configure your web site for Scenario Analysis, type the value of the WT.si_n parameter in the SmartSource Identification String text box. Webtrends identifies the web pages having this value with this Scenario Analysis definition. Otherwise, leave this text box blank. 5. Type an informative description for the Scenario in the Short Description text box. 6. Provide explanatory information for report users in the Help Card text box. 7. If you want Webtrends to use only SmartSource tags to identify scenarios, select the Use SmartSource tags exclusively check box. 8. If you want Webtrends to identify scenarios by the URLs that you specify (either as the primary method or as an alternative to SmartSource tags), clear the Use SmartSource tags exclusively check box.
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9. Click Add to configure each step in the Scenario. a. Type a unique name for the step in the Name text box. The name identifies the step in the Webtrends user interface. b. Type the Webtrends query parameter that identifies the step in the SmartSource Identification String text box. To identify the step by name, use the value of the WT.si_p parameter. For example, specify CartView. To identify the step by position, specify the value of the WT.si_x parameter. c. After you configure all the steps for this scenario, arrange the steps in the Ordered List of Steps list box to specify each steps position. For more information about these query parameters, see Implementing Scenario Analysis SmartSource Tags on page 22. d. Type a name that identifies the step in reports in the Report Name text box. e. Provide explanatory information for this step in the Help Card text box. This information is included in the Help Card section of the report. f. Click Next. g. If you selected the Use SmartSource tags exclusively check box, do not specify settings in the When to Measure dialog. Otherwise, type the URL of the page to track for this step in the Page Expression text box. Webtrends looks for SmartSource data first, and if there is none, it identifies scenario data using the URLs you specify in the Page Expression text box. h. If you want to treat the Page Expression as a regular expression, select the Regular Expression check box. Otherwise, leave the check box clear. i. Click New URL Parameter to specify the parameters that define this step. For more information about configuring URL parameters, see Help for each dialog. j. Click Save. 10. Repeat Step 9 for each step in your Scenario. 11. Use the arrows in the Ordered List of Steps list box to arrange the steps in the order that visitors encounter them. To add your Scenario to a custom report: 1. In the left pane, click Administration > Web Analysis > Report Configuration > Custom Reports > Reports. 2. Select New. 3. In the General dialog, select SmartView Compatible Custom Report and select Link Segment Report. Click Next. 4. Under Segment Dimension, select your Scenario Analysis definition. Click Next. 5. In the Measures dialog, select one of the Scenario steps from the Column 1 list.
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6. Click Add Measure and select another Scenario step from the Column 2 list. Continue adding all the steps in your Scenario Analysis definition as measures. If you do not specify all the steps as measures, the Scenario Analysis graph is not included in the link pop-up window. 7. Continuing creating your custom report. For more information about the settings in each dialog, see the Help.
Implementing Scenario Analysis SmartSource Tags

If you are using SmartSource tags to configure Scenario Analysis, tag the web pages that you want to track using the query parameters described in this section. Tag your site using the parameters and values you specified in your Scenario Analysis definition.
WT.si_n
Webtrends uses this parameter to identify the Scenario Analysis definition a web page is associated with. This parameter indicates the name of the Scenario Analysis definition. The maximum length for each name value is 64 characters. The value of this parameter matches the Scenario Analysis Name in the Webtrends user interface.
WT.si_p
One of two ways to identify the steps in the Scenario Analysis definition. This parameter identifies the step using a text-based value. Webtrends matches the value of this parameter with the value in the step Name in the Webtrends user interface. If you use this parameter, do not use the WT.si_x parameter.
WT.si_x
One of two ways to identify the steps in the Scenario Analysis definition. This parameter identifies the step using a numeric value. Webtrends matches the value of this parameter to the order in which the steps are arranged in the Ordered List of Steps list box in the Webtrends user interface. If you use this parameter, do not use the WT.si_p parameter.
Creating Custom Reports for SmartView

With Custom Reporting, you can create additional custom reports for Advanced SmartView that let you analyze your web site using the dimensions and measures most insightful for your purposes. To create a SmartView-compatible custom report: 1. In the left pane, click Administration > Web Analysis > Report Configuration > Custom Reports > Reports. 2. Click New. 3. Select SmartView from the Category list to mark the report as a SmartView report in the Custom Reports list.
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Fine-Tuning SmartView Data
4. In the General dialog, select SmartView Compatible Custom Report. Select the type of SmartView report you want to create. If you want to create a report that shows link data for all visitors, select All Visitors Link Report. If you want to create a report that shows link data by the visitor segments you specify, select Links by Segment Report. If you want to create a report that shows page data for all visitors, select All Visitors Page Report. If you want to create a report that shows page data by the visitor segment you specify, select Pages by Segment Report. If you want to create a report that includes a Scenario Analysis definition, select Links by Segment Report. 5. Click Next. 6. In the Dimensions dialog, specify settings for the focus of the report. 7. In the Measures dialog, specify the aspects of the selected dimension(s) you want included in this report. As a best practice, you should only specify measures that you need in the report. 8. If you are collecting visitor activity for SmartView using the SmartView transition tracking tag, select the SmartView Transition Source Page filter and the SmartView Transition Target Page filter. For more information, see Configuring SmartView Using JavaScript Tags on page 17. 9. To enable these reports, select them in the Reports dialog of an Advanced SmartView profile. For more information, see Creating Custom Reports in the Webtrends Administration Users Guide.

As your experience with SmartView grows, you may find it necessary to modify some settings that affect the link data available. This section discusses solutions to these issues: Tagging your site with the SmartView query parameter if your site has multiple links on a page that go to the same URL. Creating a URL Rebuilding definition that properly identifies pages so that SmartView shows accurate link data. Adjusting analysis and report limits of any SmartView-compatible custom reports for optimal distribution of link data.
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Tagging to Uniquely Identify Links

For SmartView to differentiate multiple links on a web page that all lead to the same URL, use the WT.svl query parameter to uniquely identify the links. For example, if you have two links on your home page that both go to the store page, you should use the SmartView query parameter to identify each link. To use the SmartView query parameter: 1. Place the WT.svl parameter on every page where multiple links lead to the same page. Assign each link a unique value. For example if three different links on each page go to the same target page, you would assign each link a unique value as shown in the following example:
http://www.mydomain.com/?WT.svl=link1 http://www.mydomain.com/?WT.svl=link2 http://www.mydomain.com/?WT.svl=link3
SmartView uses WT.svl to assign the appropriate measure values to individual links. If you use basic SmartView reporting, you need to enable the Links Measures report in your SmartViewenabled profile. To enable the Links Measures report: 1. In the left pane, click Administration > Web Analysis > Reports & Profiles. 2. Mouse over your SmartView-enabled profile and click Edit on the Action menu. 3. Click Advanced > Custom Reports. 4. Select the Links Measures check box. 5. Click Save. Note
Do not include WT.svl in your URL Rebuilding definitions. Webtrends automatically recognizes this parameter and uses it only when creating SmartView custom reports. If you include WT.svl in a URL Rebuilding definition, non-SmartView reports are affected. If you exclude it in a URL Rebuilding definition, Webtrends will not be able to use it to differentiate links when creating SmartView reports.
Preparing Dynamic Site Data for SmartView

If your web site content is dynamically generated and you do not use SmartSource Data Collector (SDC) or Webtrends On Demand, you need to specify in Webtrends which parameters in URLs identify pages on your site. You specify these parameters by creating a URL Rebuilding definition. The URL Rebuilding definition specifies not only the parameters that matter for identifying pages, but also the parameters in the URL that Webtrends should ignore during processing. For example, Webtrends should ignore sessionid or visitorid parameters because these unique values make every URL look like a unique page during processing. Also, if your web site has an internal search engine or a knowledge base, exclude the query strings for search engines and knowledge base-related parameters that can quickly fill up the table with unique URLs.
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As a best practice, if you have a site with many products, the URL Rebuilding definition that you use for your SmartView profile should only include the parameters for top-level product categories, rather than the individual products. To report on products extensively, you should create a separate standard profile that uses a different URL Rebuilding definition. Without a properly configured URL Rebuilding definition, SmartView is unable to differentiate links on your site's web pages, resulting in inaccurate link data. To create a URL Rebuilding definition: 1. In the left pane, click Administration > Web Analysis > Options > URL Rebuilding. 2. Click New. 3. In the Name text box, specify a name for this definition . 4. Select Include All Parameters Except Those Specified in the Exception List. 5. Click New. 6. In the Parameters text box, type the parameters that do not identify pages uniquely, such as sessionid. Use a comma to separate multiple parameters. 7. Save your URL Rebuilding definition. 8. Select this definition in SmartView-enabled profiles, and reanalyze your profiles.
Adjusting Report Period Settings

Typically, you use SmartView to answer immediate questions about how your web site is currently performing. Because web sites change constantly, it does not make sense to collect yearly or quarterly period data for SmartView profiles. To collect more of the data that is most important for SmartView reports, you should focus reporting on short-term time periods (such as daily and weekly periods). Reporting on short-term data also optimizes the disk space, processing speed, and memory needed to create these reports. As a best practice, you should configure your SmartView profiles to collect one of the following period sets: Daily and weekly data (Basic SmartView only) Daily and monthly data Daily data only Collecting and storing only the report periods that make sense for SmartView means that as your web site changes, there should be room in the internal tables that store analysis data to track those new links and pages. To specify report periods: 1. Edit your SmartView profile. 2. Click Reports > Reports. 3. Select only the check boxes for the time periods you need. 4. For each period that you select, you can specify the number of reports that you want to store. This setting affects disk space.
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SmartView and Your Web Site Strategy

This section describes some ways that you can use SmartView to meet your organizations goals for your web site.
Using SmartView for A/B Testing

No matter what the objective of your web site is, A/B testing can help you identify design elements that compel your visitors to respond, whether that means clicking on a promotion, purchasing a product, or reading a news story. SmartView allows you to conduct tests that identify visitor responses to the variable you are testing. You can view the results of those tests through data directly superimposed on the web pages you are testing. One way that you might use SmartView for A/B testing is to test the elements of an email campaign. Some design elements you might test are: Email campaign subject line Landing page header Landing page background color Font size Graphic for call to action Placement of call to action text Demographic responses to elements The following graphic shows a sample promotional offer and some design elements you might want to test using SmartView:
As a best practice, you can either test one element at a time or multiple elements at a time in a controlled environment so that you can identify the winning element for each test.
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In our email campaign example, you could ask your web site developer to create separate landing pages for each layout that you would like to test. For example, if you want to compare responses to three landing page headers, have your web developer create three separate landing pages. Make sure that each page is designed in such a way that you can navigate to them using SmartView. You can also subdivide the group of emails sent to your test audience so that each landing page has the potential for equal numbers of responses. Ask your Webtrends administrator to create a SmartView profile that includes the time period surrounding your email campaign. You may also want your administrator to create an analysis filter that includes only traffic from your landing pages. After your profile is set up and analysis completes, you can log in to SmartView, browse to each of the landing pages, and view metrics such as clickthroughs and conversions for the elements you are testing. For more information about performing effective A/B testing, see Optimizing Your Marketing Campaigns with A/B Testing in the Customer Center.
Using SmartView to Measure Offer Success

SmartView makes it easy to see which offers are most successful. No special configuration is required to get revenue information for prominent offers and product listings. Simply have your Webtrends administrator create a SmartView-compatible profile. After Webtrends analyzes the profile, log in to SmartView and browse to the page that contains the products or offers you are interested in. Click the + sign in the superimposed link data. A pop-up window opens, and you can select the revenue related metric you want to view. When you select a revenue metric, the default metric changes for all links on that page so that you can compare this revenue metric to other links that generated revenue on that page.
Using SmartView to Optimize Landing Pages

If you want to use SmartView to see how a target audience responds to different calls to action on the landing page, have your Webtrends administrator create a custom report filter and a SmartViewcompatible custom report as described in this section. Webtrends provides many pre-configured visitor segments for you to use as dimensions in your custom report. Webtrends also includes a complete set of metrics that you can use as measures. This section provides an example of using the power of custom reports to show only visitors for two paid search engines in the SmartView link data. To create the custom report filter: 1. In the left pane, click Administration > Web Analysis > Report Configuration > Custom Reports > Filters. 2. Click New. 3. Select Search Engines from the Category list. 4. Select Hit as the Type of Filter. 5. Select Filter Must Match ALL criteria. 6. Click New.
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7. Select Most Recent Search Engine Paid from the Filter On list. 8. Select Equal To for Match Values. 9. Type Google|Yahoo in the text box. 10. Select Regular Expression. Click Save. To create the custom report that uses your new filter: 1. In the left pane, click Administration > Web Analysis > Report Configuration > Custom Reports > Reports. 2. Click New. 3. Select SmartView Compatible Custom Report and select Links by Segment. 4. In the Dimensions dialog, select Most Recent Search Engine Paid as the Segment Dimension. 5. In the Measures dialog, select Clickthroughs 6. In the Filters dialog, select the Search Engines filter that you just created. Click Save. Your administrator should also create an Advanced SmartView profile that uses this custom report. After Webtrends analyzes the profile, log in to SmartView and select this report in the Links dialog.

Table 1: Document Revision Historycontains a summary of changes made to this document beginning with the release of Webtrends Analytics, version 8.7.
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Chapter 4

Use this chapter to learn the best methods of configuring SmartView and to investigate any issues with your SmartView reports. Most of this information is intended for administrators, but it is helpful for all users who can create profiles.
Best Practices for Configuring SmartView

Almost all the configuration needed for SmartView to work with your web page and to communicate properly with Analytics takes place in the profile. To use SmartView successfully, you must configure the profile correctly for your web site, and you need to analyze frequently enough that your data matches the current state of your web site. If your web site changes, you might need to change your profile settings, and if you modify profile settings, SmartView does not reflect your changes until after the profile is analyzed. If you corrected settings in your SmartView profile and you want historical data to reflect your changes, you need to reanalyze the profile rather than simply waiting for the next analysis. If you use Basic SmartView reporting, you configure these settings in a Standard Full-featured Analysis profile type. If you have Advanced SmartView, you can configure an Advanced SmartView profile that allows you to include more specialized data like customer segments in your reports. This section covers the settings most important in your profiles and reports. For more information, see Setting Up SmartView Reporting on page 13.
Session Tracking
SmartView profiles require a session tracking method other than the default method, IP Address/User Agent combination. Make sure the profile uses one of the following alternate session tracking methods: authenticated user name, matching a URL, matching a query parameter, or by persistent cookie.
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URL Rebuilding
If your web site content is dynamically generated, and you do not use SmartSource Data Collector (SDC) or On Demand, you need to specify which parameters in URLs identify pages on your site parameters by creating a URL Rebuilding definition. The URL Rebuilding definition specifies both the parameters that matter for identifying pages and the parameters in the URL that should ignore during processing. should ignore parameters such as sessionid or visitorid that make every URL look like a unique page during analysis. For example, if URLs for your site include unique customer identifiers specified using the cust_id parameter, you should exclude this parameter. Otherwise, each URL with a unique cust_id parameter is considered unique, which greatly increases the number of unique pages to be tracked. If your web site has an internal search engine or a knowledge base, you should exclude the query strings for search engines and knowledge base-related parameters that could quickly fill up the table. If you have a site with many products, the URL Rebuilding definition that you use for your SmartView profile should only include the parameters for top-level product categories, rather than the individual products. To report on products extensively, you should create a separate standard profile that uses a different URL Rebuilding definition. Work with your web site developers to make sure that you consider all possible parameters for pages that you track. You should also develop a process for identifying new parameters as they are added so that you can update your URL Rebuilding definitions accordingly. Note
In some circumstances, you may also need to use URL Search and Replace to remove any parameters that makes pages highly unique.
Page File Types

If you use Analytics software, you need to make sure your Page File Types settings are configured to work correctly with SmartView. Page File Types settings work with your URL Rebuilding definition to identify the types of files should count as page views. For example, if your web site is made up of mostly ASPX pages, the Page File Types definitions you use in your SmartView profile should include an ASPX definition. You should also configure your Page File Types definitions to show query strings in reports. The Show query string in reports setting is required in order for report data to match the URLs on your web site. If your Page File Types definition is configured to Truncate query string in report, the parameters that needs to identify pages are stripped from the URL. The result of truncating URLs and leaving on the page name is duplicate links in your SmartView report.
Domains
Make sure that your domain name is properly configured in your SmartView profile. Rather than using the domain specified as the Home page, select the Use the following domain(s) setting in the SmartView Domains dialog. Specify the domain as generically as possible. For example, rather than specifying you sub-domains, specify the domain that encompasses them.
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Report Period Settings

Typically, you use SmartView to answer immediate questions about how your web site is currently performing. Because web sites change constantly, it does not make sense to collect yearly or quarterly period data for SmartView profiles. To collect more of the data that is most important for SmartView reports, you should focus reporting on short-term time periods (such as daily and weekly periods). Doing so also optimizes the disk space, processing speed, and memory needed to create these reports. As a best practice, you should configure your SmartView profiles to collect one of the following period sets: Daily and weekly data (Basic SmartView only) Daily and monthly data Daily data only. Collecting and storing only the report periods that make sense for SmartView means that as your web site changes, there should be room in the internal tables that store analysis data to track those new links and pages. To specify report periods: 1. Edit your SmartView profile. 2. Click Reports > Report Periods. 3. Select only the check boxes for the time periods you need. 4. For each period that you select, you can specify the number of reports that you want to store. This setting affects disk space.
Data Trimming
The amount of SmartView link data stores in summary tables depends on table limit settings at the global and profile level. Hardware limitations also determine how large summary tables can grow before performance degrades or analysis fails.
Hardware Limitations
Performance depends on the system processing speed and the amount of physical memory on the computer. In a distributed installation, the computers running the Analysis Engine have the greatest effect on performance. Increasing the RAM to 2 GB is one way to improve performance. For more information about how increasing physical memory improves performance, see Optimizing Your Analysis Environment in the Administration Users Guide.
Profile Table Limits

Profile table limits determine how much analysis data store in the summary tables that provide link data in SmartView.
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Checking Profile Table Limits

All SmartView link-related reports use data from the Pages analysis table as the source for link data. During profile analysis, Analytics stores entries for the top pages in the Pages table. After this table limit is reached, no additional pages are added. If a page is not included in the Pages table, it is not included in your SmartView reports. Therefore, you should check the Pages table limit before adjusting any other table limits or custom report analysis settings. To see if the Pages table limit was reached: 1. In the left pane, click Administration > Application Settings > Monitoring > Profiles > Most Active Profiles. 2. Mouse over the SmartView profile in question and click View Table Sizes on the Action menu. 3. Compare the 1D Count to the ID Limit for the TopPages table. The 1D count is the number of top pages stored in the Pages table. The 1D Limit shows the table limit. If the 1D Count is less than the 1D Limit, the Top Pages limit has not been reached. If SmartView does not show data for certain pages, you can eliminate the Pages table limit as the cause of SmartView not providing data for certain pages. Note
If the Top Pages limit has been reached, you should look at the Pages report for this profile using the Analytics Reports. Make sure that the report includes only the expected query parameters. For more information about how unique query parameters affects your Pages report, see URL Rebuilding on page 30.
Modifying Profile Table Limits

If you enable Basic SmartView reporting in a Standard Full-featured Analysis type of profile, the Single Level Paths, Forward report provides link data for SmartView. The profile settings in the Table Sizes dialog determine how much unique data can be stored in the analysis tables used to create this report. To adjust table limits for the Single Level Paths, Forward report: 1. If you use software, edit the profile you use for Basic SmartView reporting. If you use On Demand, contact your account manager to discuss increasing these limits. 2. Click Analysis > Table Sizes and specify the limit for Single Level Paths, Forward. Use the following guidelines: If your web site has fewer than 1000 unique pages, set the limit to 50000. If your web site has fewer than 10000 unique pages, set the limit to 100000. If your web site has fewer than 50000 unique pages, set the limit to 200000. f your web site has fewer than 50000 unique pages, set the limit to 500000.
Note
Changes to the limit setting are reflected the next time the profile is analyzed.
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Custom Reports: Analysis and Report Limits

If you use Advanced SmartView reporting, the SmartView-compatible custom reports that work with Advanced SmartView profiles provide the link data for SmartView. The analysis limits in the Table Sizes dialog determine how much report data is available, how evenly distributed the link data is across your site, and how many links on each page have data. Note
If you use On Demand, contact your account manager to discuss increasing the Table Sizes limits.
Increasing the Available Page Transitions

Analysis tables that provide SmartView link data collect page transitions, which are combinations of pages. For example, a visitor going from the home page to any link on that page is a single page transition. The combination of that page with the next page that the visitor goes to is another page transition. All the possible combinations of any given page and the next page visited are page transitions. Therefore, increasing the total number of page transitions gives you more link data. To increase the total number of page transitions: 1. In the left pane, click Administration > Web Analysis > Options > Analysis. 2. Click Table Sizes. 3. Mouse over a link-related SmartView-compatible custom report and click Edit Table Sizes on the Action menu. The preconfigured custom reports that contain link data are Links Measures, Single Level Paths Buyers vs. Non-Buyers, Single Level Paths New vs. Repeat Buyers, and Single Level Paths New vs Returning Visitors. 4. Increase the value for the Single Level Paths (Forward) dimension. a. If the report is one-dimensional, under Analysis Limit for the 1st Dimension, increase the value in the Number of elements text box. b. If the report is two-dimensional, Single Level Paths (Forward) is the 2nd Dimension. Under Analysis Limit for the 2nd Dimension, increase the value of the Maximum number of elements (overall) text box. If your web site has < 1000 unique pages, set the limit to 50000. If your web site has < 10000 unique pages, set the limit to 100000. If your web site has < 50000 unique pages, set the limit to 200000. f your web site has > 50000 unique pages, set the limit to 500000.
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Improving the Distribution of Link Data

Its possible for a single page on your site to generate too many page transitions and fill up the analysis limits specified for the report, which results in little or no data on other pages. This could happen if the page is extremely popular or it is dynamically generated and contains many links. You can prevent any one page from dominating the SmartView data by adjusting the Maximum number of elements per sub-level of path setting. This setting allows you to specify the total number of links you want to track on each page, preventing very popular pages from generating most of the link data. To improve the distribution of link data: 1. In the left pane, click Administration > Web Analysis > Options > Analysis. 2. Click Table Sizes. 3. Mouse over a link-related SmartView-compatible custom report and click Edit Table Sizes on the Action menu. The preconfigured custom reports that contain link data are: Links Measures Single Level Paths Buyers vs. Non-Buyers Single Level Paths New vs. Repeat Buyers Single Level Paths New vs Returning Visitors. 4. Adjust the value of the Maximum number of elements per sub-level path to roughly the maximum number of links on any page of your site. For more information about this setting, see Guidelines for Modifying Link Reports on page 35. If you are working with a Links by Segment report, you also need to consider the total number of page transitions that you want to track for each segment. This is critical because the value you specify for Maximum number of elements for the 1st Dimension Analysis Limit (the segment dimension) becomes the multiplier for the 2nd Dimension Analysis limit. For example, if you want to track a total of 100 segments, and you specify 10,000 for the Maximum number of elements (per 1st Dimension), potentially tracks 1,000,000 page transitions. To adjust the number of page transitions per segment: 1. In the left pane, click Administration > Web Analysis > Options > Analysis. 2. Click Table Sizes. 3. Edit a Links by Segment SmartView-compatible custom report. The preconfigured custom reports that contain segments are: Single Level Paths Buyers vs. Non-Buyers Single Level Paths New vs. Repeat Buyers Single Level Paths New vs Returning Visitors. 4. Modify the value in the Maximum number of elements per 1st dimension value.
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Guidelines for Modifying Link Reports

To choose limits for the All Visitors Links report or the Links by Segment report: If your site has many unique pages but few links on each page, increase the Single Level Paths (Forward) dimension value for Maximum number of elements overall. Specify a low value for Maximum number of elements (per sub-level). If your site has few pages but many links on each page, increase the Single Level Paths (Forward) dimension value for Maximum number of elements (per sub-level). Specify a low value for Maximum number of elements overall.
Understanding Links Report Differences

The method Analytics uses to trim analysis data for SmartView compatible custom reports depends on whether the report is an All Visitors Link report or a Links by Segment report. uses a smart limiting logic to trim data for the All Visitors Link report. In the All Visitors Link report, Single Level Paths is the 1st Dimension, and applies smart limiting to aggregate the data for the pages with the lowest recency or frequency of visits. However, because smart limiting only applies to 1st Dimensions, a different method is used to trim data for the Links by Segment report. In the Links by Segment report, Single Level Path is the 2nd Dimension, and uses the analysis limits discussed earlier in this section to control how much page transition data is available. Therefore, if a change is made on your web site, it may show up in the All Visitors Links report, but not in the Links by Segment report.
Report Measures
When you create a SmartView-compatible profile, all measures related to the report are enabled by default. However, collecting and processing the data for all these measures can affect performance. As a best practice, you should remove measures from the report that you do not use. To remove measures: 1. In the left pane, click Administration > Web Analysis > Report Configuration > Custom Reports > Reports. 2. Copy the custom report. SmartView compatible reports are indicated by the SmartView icon. 3. Click Measures. Remove the measures that you do not need in the report. 4. Save the report. To activate the new report: 1. Edit your SmartView profile. 2. Click Advanced > Reports. 3. Select the check box for the report that you just created. 4. Clear the check box for the original report.
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Troubleshooting SmartView
Troubleshooting SmartView
The following table provides suggestions for solving problems with SmartView reports.
Symptom My SmartView report shows duplicate values in link data. Suggested Actions --Edit the URL Rebuilding setting in the SmartView profile. For more information, see URL Rebuilding on page 30. --Edit the Page File Types setting in the SmartView profile. For more information, see Page File Types on page 30. If you are creating a standard profile with basic SmartView reporting, increase the Single Level Paths Forward table limits. If you are creating an Advanced SmartView profile, increase Analysis limits for your All Visitors Links report or Links by Segment report. Increasing these limits provides more link data in your report, but it also uses significantly more memory and disk space. Consider whether you need more link data or optimal performance. Make sure the Links by Segment custom report is configured to include all the steps specified in your Scenario Analysis definition. Your web browser may be configured to block pop-ups. If you cannot open the Help, you should check for a method to specify trusted sites within the blocker program and add the URL of the Analytics installation (for example http://myhostname:7099) to the list of sites that should not be blocked.
I want to see more link data in my SmartView report.
My Scenario Funnel does not show in the link pop-up window.
I cannot access the Help in SmartView
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Symptom SmartView does not show link data for expected pages
Suggested Actions --First, consider the type of link. SmartView cannot display data for forms, links to JavaScript content, or pages that use frames. --If SmartView does not show data for new links, your web site may have been modified after your SmartView profile was analyzed. In this case, your SmartView data will match your web site the next time analyzes your SmartView profile. --If SmartView does not show the link data you expect for some pages, look at the next largest report period available, such as the week or the month. It may be that there was no activity for the date you have selected. If SmartView does not show data even for longer-term time periods, you can look at the report using Analytics Reports to investigate further. You can view reports for Advanced SmartView profiles from the Custom Reports category in the Table of Contents. The following pre-defined reports relate to link data: Links Measures Single Level Paths Buyers vs. Non-Buyers Single Level Paths New vs. Repeat Buyers Single Level Paths New vs Returning Visitors. You can view data for a Basic SmartView profile by looking at the Site Design > Single Level Paths Forward report in Analytics Reports. --If neither the Analytics Reports report nor the SmartView report shows data for the page, it may be that there were no visits to that page, or the page may not have been popular enough to be included in the analysis before Table Limits were reached. --If your SmartView profile uses URL Rebuilding and you make changes to the URL Rebuilding definition, make sure that you reanalyze the profile. Otherwise, your reports might not contain the link data you expect to see.

Table 1: Document Revision History Software Version Fall 2009 Release Date of Last Update November, 2009 Summary of Changes
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Table 1: Document Revision History Software Version v8.7d v8.7 Date of Last Update July, 2009 March, 2009 Summary of Changes
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Index
A
Advanced SmartView reporting custom reports for 22 defined 15 enabling 15 scenarios 20 segmentation 20
F
feedback, sending to Webtrends vi
H
hardware, and performance 31
B
Basic SmartView reporting 13 defined 13 enabling 14 troubleshooting table limits 32 best practices data trimming 31 page file types 30 report intervals 31 specifying domains 30 URL Rebuilding 30 bugs submitting to Webtrends vi
I
installing SmartView 5
L
link data 9 color 11 default measure 10 fixing duplicate links 36 guidelines 35 increasing 33 showing more in reports 36 troubleshooting 34, 37 link tag settings 10
C
configuring SmartView 13 connecting to WebTrends 11 conversion data, reporting on 20 custom reports analysis limits 33 creating 22 removing measures 35 Customer Center vi customizing link tags 10 SmartView display 10
M
META tag for SmartView pages 19
O
optimizing performance report interval settings 25
P
page file types to track 30 pages to track, tagging 17 performance data trimming 31 report interval settings 31 profiles for Advanced SmartView reporting 15 for Basic SmartView 13 table size settings 32
D
data trimming 31 differentiating multiple links 24 domains setting 14, 30 dynamic site data best practices 30 configuring for SmartView 24
Q
query parameters
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to filter SmartView pages 18 to identify Scenario Analysis steps 22 to uniquely identify links 24
T
table limits 32 tagging pages for SmartView reports 17 troubleshooting duplicate links 36 Help not showing in SmartView 36 link distribution 34 no link data 37 report data 31, 32, 33 Scenario Funnels 36 showing more link data 36 upgrades 6
R
report interval settings best practices 31 configuring 25 reports 8 best practices for Basic SmartView 32 for Advanced SmartView 22 link data 8 link measures 9 navigation paths 8 page specific 8 report interval settings 31 scenario funnels 8 site summary 8 troubleshooting 31 running SmartView 7
U
upgrading SmartView 6 URL Rebuilding 24, 30 user access 15, 17 user interface 8
V S
Scenario Analysis creating 20 support for 20 tagging 22 troubleshooting 36 segments configuring for SmartView 15 setting up SmartView 13 SmartView custom reports 22 transition tracking tag 17 starting SmartView 7 viewing reports 8
W
Web sites supported 2 Webtrends query parameters multiple links 24 page tracking 18 WebTrends server connection 11 WT.svl query parameter 24 WT.tsp query parameter 18 WT.ttp query parameter 18
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SmartView Users Guide

Fall 2010 Edition | 2010 Webtrends Inc.

Support and Services

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About This Book and the Library

Other Information in the Library

Webtrends Administration User's Guide

Webtrends Analytics Reports Users Guide

Webtrends Marketing Warehouse Software User's Guide

Webtrends Analytics Software Implementation and Maintenance Guide

Webtrends Analytics On Demand Implementation Guide

Webtrends SmartSource Data Collector User's Guide

Webtrends SmartView Users Guide

Webtrends SmartReports User's Guide

Webtrends Programmer's Reference

Webtrends Guide to Web Analytics

Installing and Using SmartView

Setting Up SmartView Reporting

SmartView Best Practices and Troubleshooting

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Who Should Use SmartView?

How Customers Use SmartView

Media Sites Use SmartView to Captivate Visitors

What Types of Web Sites Work with SmartView?

Commerce Sites Use SmartView to Drive Orders

Campaign Managers Use SmartView to Optimize Landing Pages

What Types of Web Sites Work with SmartView?

What Types of Web Sites Work with SmartView?

Document Revision History

Document Revision History

Corporate branding updates.

July, 2009 March, 2009

Installing and Using SmartView

Upgrading From an Earlier Version

Installing and Using SmartView

9. Click Finish to close the Installation Wizard.

Upgrading From an Earlier Version

Troubleshooting Upgrade Issues

Upgrading SmartView Manually

Installing and Using SmartView

Working with the SmartView Sample

Working with the SmartView Sample

Working With SmartView

Installing and Using SmartView

Working With SmartView

Viewing Reports in SmartView

Installing and Using SmartView

Working With SmartView

The following table describes the callouts in the previous graphic.

Working With SmartView

Installing and Using SmartView

Changing Link Tag Data

Installing and Using SmartView

Working With SmartView

Changing Link Color

Turning Off Link Data

Adding a New Connection

Document Revision History

Installing and Using SmartView

Document Revision History

Corporate branding updates.

July, 2009 March, 2009

Setting Up SmartView Reporting

Creating a Profile for Basic SmartView Reports