Category Management Rule

The Category Management Public Template is available to all customers but must be used in conjunction with the Category Lookup Rule. To use it, create an empty Rule in your Client and then pull in the “Category Management” Tile from Public Templates. This Tile has been configured to work independently and does not need any other Tiles to allow it to work.

Save the Rule and name it appropriately. Remember the name of the Rule chosen here will be used to call this Rule from your other Rules so keeping it clear and consise is advantageous.

Once Saved, open the Data Grid to setup and manage your Category.

Open

Input Data

Open

In this scenario the Category tracking is on an travel companies website. The location URL passed into this Rule has the domain and any other parameters automatically stripped off and Category Management uses the remaining path to work out the correct Category to pass back to each calling Rule.

In this scenario it will first attempt to exactly match the string. In the example above should

/Holidays/Family/hotels_family-hotelkeyinfo1.html

or

/Holidays/Family/hotels_family-hotelkeyinfo2.html

Come into the Rule they will match exactly and pass through the “Family” Category, but will pass through a higher engagement score (10) as these pages highlight the user viewing key holiday information that indicates higher engagement.

If the string does not exactly match any of the rows the Rule will use the next folder to try to identify a category.

For example

/Holidays/Family/hotels_family-hotelkeyinfo3.html

Is not specifically highlighed in the Category Management Rule. In this case the Rule will move to the next folder,

/Holidays/Family/

and in this case this matches to the Family Category so this is the Category that will be sent through.

When a Category is passed through by a Category lookup rule it will lookup the string to see if it exactly matches any value in the grid. If a match is not found it will work its way up the folder path working out if a value exists with the correct path.

So the string /family/Bestfamilyhotels in this scenario will fall under the Family Category because the /family/ row would include it.

Any URL that does not match any row even when working up through the path will be assigned the Default Category (“/” Default)

New Rows can be added in any order. The matching process is not case sensitive.

Optionally an engagement score can be added to each row. This will be output by the Category Management Lookup rule and can feed into an Update or Set Engagement Score Tile.

Mapping Conversions

If you are using the track-web-with-conversions standard Web tracking Rule you can use the Category Management Rule to highlight conversion events on your site.

This works in the same manner as Categories. When the URL matches the Row it can be be flagged as a Conversion. This passes a IsConversion identifier through and also passes through the Conversion Value. The IsConversion idenitfier triggers an action that transforms the event into a Conversion event.

In almost all instances the Path Value added needs to be very specific i.e the thankyou page URL not a groups of pages.

Configuration