core metrics userguide

CONFIDENTIAL

User Guide Coremetrics AnalyticsTM 2010

July 1, 2010

Coremetrics User Guide

Coremetrics AnalyticsTM

2010

Coremetrics Copyrighted. All trademarks belong to their respective holders. All Rights Reserved. CONFIDENTIAL 2

About Coremetrics Coremetrics is the leader in marketing optimization. Its products help businesses relentlessly optimize their marketing programs to make the best offer, every time, anywhere, automatically. More than 2,100 online brands globally use Coremetrics’ Software as a Service (SaaS) to optimize their on-line marketing. Coremetrics’ integrated marketing optimization solutions include real-time personalized recommendations, email targeting, display ad targeting across leading ad networks, and search engine bid management. The company’s solutions are delivered on the only on-line analytics platform designed to anticipate the needs of every customer, automate marketing decisions in real time, and syndicate information across all customer channels. For more information on this or other Coremetrics products, please reference the contact information, located at the end of this guide. Copyright © 2010 Coremetrics. All rights reserved. Coremetrics, Coremetrics Analytics

TM, Coremetrics Explore TM, Coremetrics Benchmark TM,

Coremetrics SearchTM, Coremetrics Intelligent Offer TM, Coremetrics LIVEmail TM, Coremetrics AdTarget TM, Coremetrics Impression Attribution TM, Coremetrics for Mobile TM, Coremetrics Connect TM, and the Coremetrics logo are registered trademarks of Coremetrics or its subsidiaries in other countries.



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Table of Contents

About Coremetrics .................................................................................................................. 2

Overview ................................................................................................................................... 6

System Requirements ............................................................................................................. 6

Resources ................................................................................................................................ 6

Login Access ........................................................................................................................... 7

Welcome Screen ...................................................................................................................... 8

Application Header .................................................................................................................. 9

Left Navigation Pane ............................................................................................................. 12

Dashboards ............................................................................................................................ 14 Standard Dashboards ................................................................................................................... 14 Create a New Dashboard ............................................................................................................. 15 Edit Dashboard ............................................................................................................................. 17 Deleting a Dashboard ................................................................................................................... 17

Report Components .............................................................................................................. 18 Title Bars ......................................................................................................................................... 18 Comments ...................................................................................................................................... 19

Adding a Comment: ...................................................................................................................... 19 Managing Comments: ................................................................................................................... 19

Report Options ............................................................................................................................... 20 Calendar ....................................................................................................................................... 20 Metrics .......................................................................................................................................... 20 Filters ............................................................................................................................................ 22 Segments ..................................................................................................................................... 23 Comparison Settings .................................................................................................................... 24

Toolbar ............................................................................................................................................ 25 Calendar ....................................................................................................................................... 25 Save Report View ......................................................................................................................... 25 Deleting a Report View ................................................................................................................. 26 Share ............................................................................................................................................ 27 Email ............................................................................................................................................ 27 Download ..................................................................................................................................... 28 Print .............................................................................................................................................. 28

Chart ............................................................................................................................................... 29 Bar Chart ...................................................................................................................................... 29 Chart Selections ........................................................................................................................... 29 Pie Chart ...................................................................................................................................... 30 Bubble Chart ................................................................................................................................. 30 Trend ............................................................................................................................................ 31 Date Annotations .......................................................................................................................... 32 Heat Maps .................................................................................................................................... 33 Funnels ......................................................................................................................................... 33

Table ............................................................................................................................................... 34 Find in Table ................................................................................................................................. 34



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Pagination..................................................................................................................................... 34 Rows Per Page ............................................................................................................................. 34 Column Controls (Sort, Copy, etc) ................................................................................................ 34 Column Width Adjustment ............................................................................................................ 34 Column Movement ........................................................................................................................ 34 Collapse Sections ......................................................................................................................... 35 Row Contextual Navigation ........................................................................................................... 35 Categorized Tables ....................................................................................................................... 35

Reports ................................................................................................................................... 36 Report Guidance ............................................................................................................................ 36 Insights ........................................................................................................................................... 36 Clickstreams ................................................................................................................................... 38

Managing Clickstreams................................................................................................................. 40 Create a Clickstream .................................................................................................................... 40

TruePath Funnels ........................................................................................................................... 42 Managing TruePath Funnels ......................................................................................................... 42 Creating a TruePath Funnel .......................................................................................................... 43

Profile Segments ............................................................................................................................ 45 Managing Profile Segments .......................................................................................................... 45 Creating Profile Segments ............................................................................................................ 45 WebSphere Commerce – Profile Segment Integration .................................................................. 47

Link Analyses ................................................................................................................................. 48 Managing Link Analyses ............................................................................................................... 48 Creating Link Analyses ................................................................................................................. 48

Workbooks ............................................................................................................................. 50

Manage ................................................................................................................................... 51 Action Ready Reports .................................................................................................................... 51

Managing Action Ready Report .................................................................................................... 52 Scheduling an Action Ready Report ............................................................................................. 52 Report Tabs .................................................................................................................................. 53

Alerts ............................................................................................................................................... 55 Managing Alerts ............................................................................................................................ 55 Creating Alerts .............................................................................................................................. 56

API ................................................................................................................................................... 57 Emails ............................................................................................................................................. 58 Marketing Channels ....................................................................................................................... 59 Excel API ......................................................................................................................................... 60

Login ............................................................................................................................................. 60 Menu ............................................................................................................................................ 60 Run a Single Report ..................................................................................................................... 61 Create a Multi-Report Template .................................................................................................... 62 Run a Multi-Report Template ........................................................................................................ 62

Mobile Apps .................................................................................................................................... 64 Tools Browser Plugin .................................................................................................................... 64 Invalid Marketing Programs .......................................................................................................... 66 Tracking Codes .............................................................................................................................. 67

Marketing Program Codes ............................................................................................................ 69 Real Estate and Site Promotion Codes ......................................................................................... 71



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Marketing Impression Attribution Codes ....................................................................................... 73 Comments ...................................................................................................................................... 75 Date Annotations ........................................................................................................................... 75 Report Segments ........................................................................................................................... 76

Managing Report Segments ......................................................................................................... 76 Creating Report Segments ........................................................................................................... 77

Administration ....................................................................................................................... 79 User Administration ....................................................................................................................... 79

My Account ................................................................................................................................... 79 Manage Users .............................................................................................................................. 79 Manage Groups ............................................................................................................................ 81

Manage IP Restrictions .................................................................................................................. 82 Password Setting ........................................................................................................................... 83 Partner Connections ...................................................................................................................... 83 Explore Settings ............................................................................................................................. 84 Export Settings ............................................................................................................................... 84 Extra Fields ..................................................................................................................................... 85

Support ................................................................................................................................... 87 Support Center ............................................................................................................................... 87 Support Contacts ........................................................................................................................... 88



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OVERVIEW Coremetrics Analytics 2010 provides best practice, industry specific reporting. The solution personifies power simplified by starting users with best practice reporting and templates and allowing you to easily make ad hoc adjustments. The best practice reporting speaks your industry’s language with common terminology and metrics ensuring rapid time to value for your user community. The reporting set encompasses dashboards, workbooks, a click overlay tool, and dozens of reports that provide insight into marketing, commerce, content, conversion events, systems, demographics, visitor paths, and much more. Users manipulate the reports by easily changing date ranges, drilling to deeper granularities, zooming to relational analysis, and by applying annotations, filters, and segments. Each report is geared toward helping users understand relative value and contribution to their site’s primary objectives.

SYSTEM REQUIREMENTS All Coremetrics users should maintain:

• Flash v10 -- http://get.adobe.com/flashplayer/

• Browser: Internet Explorer (v7 and v8), Firefox (v2 through 3.5)

• RAM: 1G+

RESOURCES To help you get up to speed with the new application, please find these resources:

o Webinars

o Videos

o Analytics 2010 Release Notes

o Analytics 2010 User Guide

o Analytics 2010 Guide Me Best Practices o Analytics 2010 Glossary

These resources are accessible from the Coremetrics Support site: https://support.coremetrics.com. In the search box on the left menu, enter Coremetrics Analytics 2010.



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LOGIN ACCESS Navigate to Coremetrics Analytics 2010 at http://welcome.coremetrics.com. Authenticate on the welcome page by entering the following: 1. Client ID. An eight digit numeric value that repersents the specific account you wish to analyze. 2. User Name: Your personal user ID. You may request one from your account administrator. 3. Password: Click My Profile > My Account to reset your password. You may also request an auto-reset

after a failed login attempt.

Optional:

• Check Remember Client ID and User Name to save time on subsequent logins.

• Select a language/localization choice other than the default from drop down menu. This will change the language displayed in the User Interface (UI) but won’t change your underlying currency if you are an ecommerce site.



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WELCOME SCREEN When you first login to Analytics 2010, the welcome screen appears. The screen consists of three components: (1) Application header, (2) Left Navigation pane, and (3) Workbook pane. In the Workbook pane, you will find a welcome screen that offers a product tour, user guide access, and other valuable resources.

NOTE — To return to the Welcome screen in the future, select from the left navigation pane Workbooks > Actions > Close All Workbook Tabs.



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APPLICATION HEADER Across the top of the interface, you will find the application header.

The header includes the following options:

1. Site toggle: Facilitates access to your other Client IDs (if applicable). The list represents access to all Client IDs to which your User ID has access. Use the search box to find your desired site among a large list.

2. Application toggle: Offers access to your other Coremetrics applications via toggle (click) or via launch

in a new window (open). Expand the “Learn More” area to learn about Coremetrics applications for which your organization is not currently contracted.



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3. My Profile: Allows you to update your personal profile and password, select which reports you would like

to view in the left navigation pane and select preferences such as table font size and whether or not to view report charts by default.

NOTE — Your selections only impact your User ID.

a. My Account: Clicking My Account will launch the Admin console in a new window. If you are not an administrator, everything will be grayed out except My Account. Via this form, you may update your profile and your password.

b. My Reports: Via My Reports, you control what report options appear in your left navigation pane. Even if you have access to a report, you may de-select it in this menu to de-clutter your menu from any options that you don’t plan to access. Deselect reports or report categories to remove them from your view. Optionally, click to apply your selections to all of your Client IDs.



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c. My Preferences: In the my preferences menu, you may select your:

i. Font Size: Your Small, Medium or Large selection will apply to report data tables. ii. Login Report: Last Report Viewed will ensure a sticky interface (login where you left off)

while “Welcome Page” will disregard what you did last and place you on the welcome screen to get started.

iii. Report View: The default “Show Chart & Table” will display a chart on top and table on bottom for most reports. The “Show Table Only” selection will collapse the chart by default.

4. Admin: Accessible only to your system administrators. The administration console launches in a new window and allows administrators to administer users, user groups, IP restriction, export settings, attribute aliases and more. See Admin section.

5. Help: Offers access to the User Guide, Guide Me Best Practices, and the Glossary documents. 6. Support: Provides access to the Coremetrics Support Center and offers email contact options for

technical support, best practices support or to submit product feedback to the Coremetrics product management team.

7. Log Out: Logs you out of the system.



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LEFT NAVIGATION PANE On the left side of the screen, you will find a navigation pane. You can launch Dashboards, Reports, Workbooks, Management options, and Guide Me support from this menu. Select the arrow in the splitter (1) to collapse the menu and maximize report area real estate. Search: The Search box (2) at the top allows you to quickly search for a dashboard, report, workbook, or management option within the accordion navigation tree. It is sensitive to whichever accordion section is currently open.

Dashboards: The first accordion section is Dashboards (3). Use the actions menu to Create, Manage or Delete a Dashboard. Click on the desired dashboard from this menu to launch in the right pane. See the Dashboards section for more information.

Reports: The second accordion section is Reports (4). Click on one of the available reports from this menu to launch them in the workbook pane. If you can’t find the report for which you are looking, click My Profile > My Reports to ensure you have selected to view it. If not found, contact your administrator for access rights. See the Reports section for more information.

Workbooks: The third accordion section is Workbooks (5). A workbook represents a collection of reports. As reports are launched, they appear in the open workbook as tabs. These tabs allow users to quickly toggle between multiple reports for easy comparative analysis. Further, the collection of reports can then be saved as a single unit. Use the Actions menu next to Workbooks to Create, Save As, Delete, Close All Tabs, and Pre-Cache (speeds the workbook’s load time). See the Workbooks section for more information. Manage: Manage (6) is the fourth accordion section. In this area, you will find options to manage your outbound distributions, installations, marketing programs and report options. See the Manage section for more information.



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Guide Me: While viewing any report, click Guide Me (7) for best practice assistance. The selection is sensitive to the report currently being viewed. In other words, if you are viewing Top Pages, you will receive Top Pages guidance and if you are viewing TruePath Funnels, you will receive TruePath guidance. Guide me offers guidance on the purpose of the report, how to analyze it, suggested actions, and sample use cases to help instruct your analysis.



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DASHBOARDS Dashboards provide you with a snapshot overview of your business. And allow you to combine key performance indicators, real time metrics, benchmarks, funnels, top performers, and much more into a single view for rapid investigation. They are intended to be a starting point for more detailed analysis and a tool to accelerate conversation about business performance.

Standard Dashboards To get you started, you will find a series of standard dashboards in your left navigation pane. These dashboards offer an analysis starting point for investigation into areas such as Commerce, Competitive Benchmarking, Content, Design, Key Performance Indicators, Marketing, and Real Time information.

NOTE — Depending on your business and whether or not your company has access to Coremetrics Monitor and/or Benchmark, you may not see all of these standard dashboards.



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Create a New Dashboard

Choose Actions > Create New Dashboard on Dashboards drop down menu in the left navigation pane to start building your new dashboard. You will find up to fifteen dashboard report modules from which to choose. For those of you with Coremetrics Monitor, you will notice a Real Time module and for those of you with Coremetrics Benchmark, you will notice two Benchmark modules. When building a dashboard, drag and drop a module to the configuration pane to get started.

1. From the Left Navigation Pane, click Dashboard. 2. Click the Actions drop down menu. 3. Select Create a New Dashboard. The Create a New Dashboard window is opened.



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4. Enter Name. 5. Select Category from the drop down menu. To add a new category, select New Category. New

Category opens a pop up where you can create/name a new category. Once new categories have been specified, they will appear as options in the Category combo box.

6. Enter Description (optional). 7. Click Layout Two Columns or Three Columns 8. Drag your desired dashboard module down into Configuration View window.

NOTE — You may scroll left and right in the carousel to view additional modules.

9. The configuration of each dashboard module is a bit different, but in most cases you have the option to rename the module with your desired title, choose desired metrics, select your desired source report, choose your date range, and more.

10. Click the plus box icon on the left side of the title bar for the modules selected. This will expand the

module and enable you to select input information for the module. 11. Optionally, you may re-order the modules in the configuration view by dragging them into new columns

or dragging them down in their current columns. 12. After entering the module information, Click Save.

The content for the selected modules is displayed. To access your new dashboard in the future, find it in the left navigation pane under Dashboards and the Category that you specified upon dashboard creation.



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Edit Dashboard

To edit, select a dashboard from the list and click the edit button (Pencil icon) or edit from the dashboard Action drop down menu. The dashboard toggles to an edit view, allowing you to change display settings for reports, move, and add reports to slots by dragging and dropping, or remove a report by clicking a report’s delete button (The box with an X on the top right side of each module.)

Deleting a Dashboard

To delete a dashboard, select the dashboard from the list within the left navigation pane and click the delete option from the Actions drop down menu. A confirmation message will display to verify the deletion. Once deleted, you cannot reclaim the dashboard, and must recreate it to use again.



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REPORT COMPONENTS Prior to a discussion of the specific reports, it is important to understand the common components that you will find across the majority of reports.

Title Bars

On the right side of the screen, you will find the workbook pane. On the top of the pane is a Workbook title bar that communicates the name (1) of the workbook (“Default” is your starter workbook) and offers the same workbook actions (2) found in the left navigation accordion via a drop down menu.

Just below the Workbook title bar are a series of tabs (3) depending on how many reports you have opened. Each tab represents an open report within the workbook. A workbook may contain a maximum of 10 tabs. You may quickly navigate between the open reports in the workbook by clicking the tab. Clicking a report in the left pane will open a new tab within the workbook. The open report is marked by an orange tab. Stickiness: The interface is “sticky.” In other words, as you return to a tab, the state of the report will remain as you had last left it. Likewise, should you log out and come back in, you will be returned to the state at which you left. If you wish to always login with a clean slate and start on the welcome screen, update your preferences (See the Application Header > My Profile > Preferences section). In most title bars, you will find the following 3 options:

Report Type Toggle (4): On the orange Report title bar, you will find a drop down menu called Report. “Report” represents a report view consisting of a single time period (and optionally a compare period) with a chart and data table. Via the drop down, you can toggle to the “Trend” view of the report and for a few reports you will find a “Heatmap” and/or “Insights” view of the report.

Comments (5): To help your organization facilitate meaningful dialogue about your reports, you will find a Comments button in the title bar. Report Options (6): The report options area is a central location to make and apply a number of different changes to the report.



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Comments

You might use this area to comment on trends you are seeing in the data or explain some of the metrics you see to other users. Also, you might consider using comments to create reminders to yourself to come back and analyze something the following day or week.

Adding a Comment:

1. Type a comment in the Add a Comment box. 2. If you would like to keep the comment to yourself, check “This comment is private.” If not selected, all users

with access to the report view can read it. 3. Click Add Comment.

The comments will be read chronologically with the most recent comment listed first. To narrow the view to only your comments, click the My Comments tab.

Managing Comments:

To manage comments, click the edit (pencil icon) to edit the comment or the delete (x icon) to delete the comment. If you wish to manage comments globally across report views, access the Manage > Report Options > Comments from the left navigation pane.



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Report Options

The report options area is a central location to make and apply a number of different changes to the report. The dialog box features up to five tabs:

Calendar

From the calendar tab, you may select your Period A and optionally Period B date ranges. The “Recently Used” dates option provides easy access to your five most recent date range selections.

Date Selection: Select your desired radio button. If choosing a specific date range from the bottom of the screen, first make your selection (e.g. Fiscal Week), then choose the year (e.g. 2010), the month, and the specific range.

Comparison Period: Selecting a comparative “Period B” date range is optional. If you would like to compare two date ranges, click the check box next to Comparison Period B and make your desired selections.

Metrics

From the metrics tab, you are free to drag over the metrics that you wish to view on the report. To speed your ability to find a desired metric, you may select from the categorized drop down menu to narrow the results and/or type values into the Search box. Use the <Ctrl> or <Shift> keys to select multiple metrics and drag over.



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Calculated Metrics: If you desire a calculated metric, select the Create a Calculated Metric button at the top of the form.

1. Enter a Metric Name 2. Select a Metric Format 3. Find your desired metric(s) on the left side and click the > to push it to the right side. Build your formula

by clicking the operators at the top. 4. Click Save.

Managing Calculated Metrics: In the Report Options > Metrics menu, find your calculated metric and click edit (pencil icon) or delete (x icon) to manage your calculated metrics.



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Filters

You will find the Filters tab on almost every report. Choose from a wide set of fields and metrics via the drop down menu. Choose to filter on Period A, B, or any comparison option. You may apply a simple filter such as Page Views >= 5000 or string together a series of conditions separated by [And] and [Or] logic. The filter will query the entire report data set and return only rows matching your defined criteria.

1. Choose your Field or Metric from the drop down menu.

NOTE — To see an expanded list of metrics, choose All Metrics from the category list.

2. Select your Period (e.g. A, B or a variety of comparison options) 3. Select your Operator. Text fields offer the following options: Is, Starts With, Ends With, Contains, and

Wildcard. Numeric fields will offer >=, <=, =, and Between. Each will also offer “Not” options. 4. Choose to continue with an “OR” or an “AND” condition and repeat.



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Segments

For segment applicable reports, you may now apply report segments in two ways. Your first option is to apply the segment directly from the report via the drop down menu beneath the date selector.

Alternatively, you may select your segments from the Segments tab in the Report Options dialog box. If Period B is active, you may choose to apply the same segment to both Period A and B or make Period A and B the same date and compare one segment to another.

What is a Report Segment? While a filter uses the fields and metrics in a report and then filters the information down to just the matching criteria, a report segment narrows the report to only the visitor sessions that match the criteria. In other words, reports segments facilitate relational analysis. For example, you might be analyzing your content categories report and wish to apply a report segment to learn which content is viewed by visitors arriving via Google campaigns or to determine which content is popular among visitors from Germany. Create Segment: To create a segment, click the Create Segment button in the upper right corner. It will launch the Report Segments creation wizard. From the left navigation pane, see Manage > Report Options > Report Segments



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Comparison Settings

After selecting a Period B option in the Calendar tab, you may optionally turn on comparison metrics. On the Comparison Setting tab, select your desired comparison calculation options by clicking the check boxes. Hover over the option name to gain clarity for the calculation.

If you require the ability to turn on comparison options for some metrics, but not others, you can selectively perform this task by expanding the Advanced Options area and making individual selections.



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Toolbar

On the report toolbar, you will find calendar selections and icons. This section (1) may be minimized to maximize viewable screen real estate.

Calendar

The drop down menu (2) next to the calendar icons allows you to select preset date values (e.g. yesterday, this week, last week). Alternatively, to select a specific date or date range, click the calendar icon (3). As discussed in the Segments section, you may also apply an available report segment (4) directly beneath the period selection. To activate comparative Period B, select the check box (5) and make your desired selections. You will also find a series of icons: Save (6), Share (7), Email (8), Download (9) and Print (10).

Save Report View Save the view to preserve your specific set of metrics, filters, segments, comparison options, and metric sorts.

1. Click the Save as a new view or Overwrite an existing view. If you want to overwrite, select the view name you wish to overwrite.

NOTE — A view must be saved before it can be shared. 2. Optionally enter a Description.



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Deleting a Report View

To delete a report view, click the Manage Views button from the Save View dialog.

You may also click the report view from the left navigation pane and select Report Actions > Delete Report View.



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Share Choose to keep the report view private to your User ID, share will all users or share with select user groups. To share with selective groups, click the check boxes next to the group name.

NOTE — Only groups with access rights to the report will be able to view global views. Only groups with access rights to the report will show up in the selective list for non-admin users. Admin users will see all groups in the selective list and therefore have the ability to share a specific view of a report without sharing access to the full (non-filtered) view of the report.

Email Send a one-time email or schedule a recurring email delivery.

1. Frequency: Your frequency selection options will be determined by the granularity of the report you are currently viewing (e.g. daily, weekly, monthly, etc).

2. File Type: You may choose between Excel and CSV attachment types. 3. Template: This option will be grayed out, as custom templates are not yet supported. 4. File Name: Enter your desired file name -- no need to include the extension (e.g. .xls). By default, files

larger than 15mb will be emailed as a link for download. 5. Recipients: Enter your list separated by commas (e.g. [email protected], [email protected]) 6. Subject: Enter a subject line for the email 7. Message: Optionally enter a message for the body of the email

Manage Emails: Click Manage Emails at the top of the dialog to manage already scheduled emails. See Manage > Distributions > Emails from the left navigation pane for more information.



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Download Click download to download the information in Excel, CSV, or PNG formats.

Print Click print to open your operating system print dialog box and print.



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Chart

To gain perspective on the data, you may view different chart visualizations. By default, for most reports, you are presented with a Bar chart, but you may also quickly toggle (1) to Pie, Bubble, Trend, and Cumulative Trend views. For select reports, you will find different options including heat map, clickstream, and funnel visualizations. If you have multiple metrics in your table, you may toggle the chart metric (2) via the metric selector in the top right region. If you are viewing a Comparative “B” date range, the chart will reflect the B range alongside the A range. Hover over the values in the chart to see specifics. To maximize chart real estate, you may collapse the legend (3). You may also collapse the “Table” area below the chart to view the chart in the full pane. Likewise, you may collapse the chart area (4).

Bar Chart

Chart Selections

Click the check boxes next to each row of data that you wish to chart. Alternatively, click the drop down arrow in the check box column for quick options to Deselect All Rows or Select Top 5, 10 or 20.

To remove selected rows, simply uncheck in the data table or click the x in the chart legend.



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Pie Chart

Because you may not select all available rows to chart, the pie graph comes with a disclaimer. It graphs your selections as if they present 100% of your visitor population. Click the X icon to clear the disclaimer.

Bubble Chart

The Bubble Chart requires at least two visible metrics in the report and is most often used to analyze three metrics at a time. You select an X axis metric, a Y axis metric and a metric to determine the size of the bubble. Turn on a comparison Period B to gain a visual understanding for movement between the two time periods.



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Trend

The trend view provides a visual understanding for movement across multiple time periods. You may select up to 20 rows to trend. Simply check your desired boxes in the data table and then toggle to the trend view in one of two ways:

1. Select Trend (1) from the report style drop down menu in the title bar, or 2. Select the Trend (2) icon in the chart region

Beyond the standard trend, you may also view the cumulative trend (3) icon. The cumulative trend view sums each successive data point to provide a cumulative aggregation through the trend period. Also note that the data table lists each of the selected data points as the columns and each date in descending order as the rows. You may toggle back to the Report view by selecting the Report option (1) from the drop down menu in the title bar or the Report icon (4) in the Chart icon tray.

Once on the trend view, you may adjust your date range by selecting the number of periods (5) and your desired granularity (6) (days, weeks, months, quarters, years). To select a more specific range, click the calendar icon (7) and choose a historical end date and a more unique (e.g. 17) number of periods. Via the calendar menu, you may also turn on a comparison to the previous year and trend smoothing.

NOTE — In the Top Line Metrics report, you also have the option to compare to your Forecast values (if any have been imported).



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Date Annotations

When viewing trends, you will find the option to view and add date annotations. By default, the annotations will be turned off, but you may select the drop down menu (1) to view All Annotations or My Annotations associated with that report and time period. Upon selection, you will find a summary box (2) above the trend line detailing each annotation in addition to visual indicators (3) on the trend line to view on click.

Create New Annotation Create a new date annotation by clicking the + icon (4). Fill in a name, a description (optional), and a date range for the annotation. Select to display on this report or on all reports (including your Explore reports), and select how you would like to share the annotation.

Managing Date Annotations You may manage Date Annotations inline on your trend report by clicking the edit (pencil icon) or delete (x icon) action buttons. Alternatively, you may globally manage date annotations via the Manage > Report Options > Date Annotations from the left navigation pane.



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Heat Maps

Heat Maps are available only when using the Top Line Metrics report. You may access them via the contextual menu next to your desired metric or by selecting Heat Map from the Report drop down menu in the title bar. Heat Maps show daily and hourly averages offering a quick comparison across your selected weeks. They also provide a scale inclusive of the standard deviation (the wider part of the scale) to help you to better understand where the outliers lie. The red spot indicate periods where the activity was highest. The blue spots indicate periods where the activity was lowest. Heat maps can be useful in helping you to understand when to plan outages, when to run campaigns, how to set paid search day parting rules, and how to predict future trends.

Funnels

Funnels represent another visualization type found on select reports under the Reports > Paths left navigation pane. You may view standard funnel reports or build your own scenarios via the TruePath. Funnels represent visitor fall-out through a series of steps on your site.



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Table

The table area features many options including:

Find in Table (1): Type in the find box and watch the matching results dynamically appear as you type.

Pagination (2): If a non-categorized report, you will find pagination controls at the top of the table that allow you to quickly move through the results.

Rows Per Page (3): For paginated reports, choose how many rows you wish to view per page.

Column Controls (Sort, Copy, etc) (4): Select the column header drop down arrows to sort by your selected column, rapidly check boxes to graph, copy the table data or copy selected rows. Click <Ctrl>+Left Click on a cell to copy the cell value to your clipboard.

Column Width Adjustment: Hover on the lines between the column headers and drag to adjust the width of the columns.

Column Movement: Select your desired column and drag left or right to reposition the order of the metrics in the data table. Note: you may also re-order the metric via the Report Options > Metrics menu.



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Collapse Sections: Just like the chart area, you may collapse the chart to use more screen real estate in viewing the table. You may also drag the table size up or down.

Row Contextual Navigation: On many reports, you will find row level contextual navigation options via the drop down arrow next to the row value. This navigation is intended to guide your next analysis step and lead you to convenient options. From some menus, you might find pre-built relational analyses (zooms). From others, you might find options to set an alert, initiate a clickstream report from that page, or navigate to the page in a browser. Click the X to remove a zoom once activated.

Categorized Tables: In reports with categorized tables, freely expand into multiple sections without losing context of the rest of the table allowing for easy comparative analysis across categories and sub-categories. If your expansion results in a high number of rows, the system will return quickly and offer you the ability to click to see the next set of rows.



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REPORTS In the Reports accordion section in the left navigation pan, you will find your standard, best practice reports that span a range of topical areas including site metrics, marketing sources, product performance, content effectiveness, visitor demographics, visitor paths, and the make-up of your visitor’s systems. This section will discuss the setup reports. Review the “Guide Me: Best Practices” document for information on other reports.

Report Guidance

For information specific to each report including the purpose of the report, how to analyze it, suggested actions and sample use cases to help instruct your analysis, open the report and click Guide Me.

Alternatively, download the “Guide Me: Best Practices” document from the Help link in the Top Navigation Header for quick reference to all reports.

Insights

Insights reports programmatically unveil insights that you may have otherwise missed. Top Line Insights: The Top Line Insights report allows you to trend four metrics at a time and quickly discover which dates are outliers for your chosen metrics. Use the contextual menus on each date to navigate to additional reports to learn which marketing programs, content, products, etc. were responsible for the large swings on those dates. The blue bar indicates the average (or mean) value for that period. The blue bands indicate the standard deviation from the mean to more easily highlight the outliers.



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Marketing, Product & Page Insights: The Insights reports for Marketing Programs, Products and Pages feature modules on Exposure, Exit Rate, Acquisition, and much more. These modules offer a quick glimpse into which programs, products, and pages are driving your objectives and what the distributions look like. The thicker bar of the box chart represents the standard deviation range and the call out boxes identify the median and average values. The green dot and red dot identify the top and bottom values respectively. The “Action” box offers some guidance on what you might do next. The label at the bottom of the report indicates what values were considered.



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Clickstreams

The Clickstream report is an open-ended pathing report for analyzing popular paths that visitors take on a web site. Using Clickstream, a user can view direct paths that visitors navigate prior to/after visiting a specified page, compare up to three Clickstream path funnels, and view Top five paths taken by visitors during the selected time period. The report enables users to observe trends in visitor behavior and determine what paths are most successful in leading to conversions.

Path Expansion To expand the paths, click the + sign at the end of each box. Each expansion will reveal the top eight next clicks in addition to how many visitors exited the path or went to pages beyond the top eight. You may expand as many nodes as you wish to visually compare visitor routes through your site.



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Path Illumination By clicking on one of the boxes, the path will illuminate and you will discover an associated funnel. Use the zoom

controls on the left to zoom in or out. Click the Fit to Page icon to resize the clickstream to your screen.

Click the five icon to view the top five click path and the click the restore icon to collapse the tree.

Funnel Comparison Another way to explore the paths is to click check boxes inside the page nodes. If you click the check boxes inside two or three nodes and then click Compare Funnels, you will see a side by side funnel comparison view.



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Managing Clickstreams

You may manage Clickstream reports from the list page accessible from Reports > Paths > Clickstreams in the left navigation pane. Search for your desired report in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and click delete to remove Clickstream reports. Use the action icons to view the report configuration, edit the report or create a copy and save as a new name. The Report Name hyperlink opens the report.

Create a Clickstream

You may create a Clickstream from one of 2 methods: 1. Click Create New Report from the Clickstream Reports list page, or 2. Choose the Create a Clickstream Report contextual navigation option from the Pages (e.g. Top Pages,

Entry Pages, Exit Pages, Content Category by Page, etc) reports.



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Clickstream Wizard Step 1 You will enter a wizard where you first select your desired page. Type in a search string and click the search icon. It will perform a “contains” search. Select the radio button next to your desired page. Note: Step 1 is pre-filled for you if you choose the contextual method (method #2 above).

Clickstream Wizard Step 2 Click Next to reach Step 2. Choose if you would like to Create a Clickstream leaving your chosen page or arriving at it. Give the report a name, enter a date range and optionally apply a Profile Segment to narrow the visitor population under consideration. Click Run Report when finished. NOTE: Reports can take several minutes to several hours depending on their complexity and date volumes.



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TruePath Funnels TruePath is a flexible and powerful tool for analyzing visitor behavior over user defined paths within a web site. Using TruePath, a user can measure the success of visitors navigating through online processes such as checkout, registration, and online applications, or completing calls-to-action on specific marketing landing pages. By identifying these paths, a user can attempt to funnel customers toward these scenarios in order to drive incremental revenue and customer satisfaction. TruePath can also be used to examine the throughput and completion rate of defined process steps to pinpoint pages where visitors abandon and target these pages for improvement.

Managing TruePath Funnels You may manage TruePath Funnels from the list page accessible from Reports > Paths > TruePath Funnels in the left navigation pane. Search for your desired report in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and choose to Restart, Stop or Delete the reports. Use the action icons to view the configuration, edit the funnel or create a copy and save as a new name. If you want to create a new TruePath and have not already downloaded the plugin, click the Download the TruePath Plugin button. The Funnel Name hyperlink opens the report.



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Creating a TruePath Funnel TruePath Funnels are created via the Coremetrics Tools Plugin using the TruePath Builder. See Manage > Installations > Tools Browser Plugin from the left navigation pane for more information.

1. Launch the Coremetrics Tools Browser Plugin and select the TruePath Builder.

2. Choose to Create a New TruePath and start with a Blank TruePath 3. Navigate through your site until you come upon a page you wish to include in the path. 4. Drag and drop the icon representing that page (see below) into its appropriate place in the path (e.g., add

the page to a specific step or add it as a new step). 5. Optionally edit the step definition form and click OK. See Definition of Path Steps below.

6. As pages are added, the Path Layout section will display the structure of your TruePath report. Path steps can contain as many pages as you wish. Once the structure of your path is complete, Path Builder will



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ask you to enter basic information about the report (name, comments, optional back processing, etc.) and then you can process the TruePath report.

Definition of Path Steps Once you have either selected to build a new path from scratch or start with an existing path specification, Path Builder will display its step definition interface. Path Builder evaluates web pages as you browse and determines if the page contains appropriate Coremetrics tags. If Yes, then an icon is displayed in the top pane of the Path Builder. If no, then an error message is displayed.

TruePaths are built simply by dragging and dropping the current page icons to the desired position in the Path Layout pane of the Path Builder. When an icon is dropped into the Path Layout pane, an "Add Step to Path" pop-up appears allowing you to input additional criteria to define the step. In the pop up, you can specify:

• Name This Step The Page ID is entered by default, but you can enter a more descriptive name for the step if desired.

• Page ID By default, the current page is the only one selected for the step. However, groups of pages can be specified for the step by using the match criteria options provided. You can select all PageIDs that start with, end with, contain or exactly match whatever PageID text you enter, or else use a wildcard character.

• Link Choice Specify whether the step is:

� Required: Visitors must proceed to the step prior to proceeding to the subsequent step in the path or:

� Optional: Visitors may or may not browse the page(s) defined in the step prior to proceeding to the next step in the path.

Once you have specified this information for the current step, click the OK button and the step will be added to the Path Layout.

NOTE — You can add steps to any position within the path by dragging page icons into the first step or last step position in the Path Layout, in between existing steps or into existing steps. You may also drag and drop individual steps to re-order the steps within the path. Each step has an edit icon so you can alter the step criteria at any time.

Each step will also contain either a globe icon (if a step consists of a single page) or an asterisk (if a step consists of multiple pages). Clicking these icons will load either a specific web page or a list of the first 10 web pages that match the step criteria, respectively.

Continue this process until your entire path is fully specified.



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Profile Segments A profile segment allows you to analyze a set of visitors determined by your criteria. The analysis can span sessions, as you are free to enter both a segment date range and a report date range. For example, you can analyze what pages were viewed in April by visitors who came at least twice in March. Unlike a Report Segment, which is applied to reports, a profile segment processes a series of reports including options such as a metric overview, top pages, top products, and session details for top buyers and top segment visitors.

Managing Profile Segments

You may manage Profile Segments from the list page accessible from Reports > Demographics > Profile Segments in the left navigation pane. Search for your desired report in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and click delete to remove Profile Segments reports. Use the action icons to view the segment configuration, edit the segment or create a copy and save as a new name. The Profile Segment Name hyperlink opens the reports.

Creating Profile Segments

From the Profile Segments list page, click Create New Segment to get started. This will launch a three step wizard. Profile Segment Step 1 In Step 1 of the wizard, you must give the segment a name and select the date ranges. The first date range is the segment date range. In other words, over which dates should the system scan to find visitors matching your segment criteria? The second date is the analysis date. In other words, over which dates do you wish to report on this segment’s activity? If you would like both periods to match, click the Match the segment criteria date range box for convenience.



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Profile Segment Step 2 In Step 2 of the wizard, you define the segment criteria. This process is very similar to defining filter or report segment criteria. Choose from a wide set of fields and metrics via the drop down menu. You may apply a simple criteria such as Number of Visits is Between 2 AND 3 or string together a series of conditions separated by [And] logic.

Profile Segment Step 3 In final step, you select which reports that you would like to run on this segment of visitors. You also have the choice to download known email addresses that match your segment criteria. Once finished, click Create Segment to initiate processing. Report Options include:

• Profile Metrics: A metric summary of the visitors matching your segment definition

• Top Profile Activity History: A detailed session by session activity view into the segment’s most active visitors.

• Top First Time Visitor Referral Sources: The top referral sources that lured these visitors for the first time.

• Top Products: The top products that this segment purchases

• Top Pages: The top pages that this segment views



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WebSphere Commerce – Profile Segment Integration

Coremetrics' visitor profile transmission from Profile Segments is only available to Coremetrics for IBM WebSphere Commerce solution users whose organization is also using version 6.0 or later of IBM WebSphere Commerce.

When the IBM WebSphere Commerce segmentation feature is enabled, customer IDs associated with visitor segments created by Profile Segments can be exported from Coremetrics directly to IBM WebSphere Commerce where they can be leveraged in site marketing campaigns.

Configuring the Group Settings To enable the IBM WebSphere Commerce segmentation feature for a Coremetrics user account, your administrator will need to enable the IBM WebSphere Commerce Segmentation option within Profile Segments for the user group to which you belong. It should be noted that the user group must also have the Profile Segment option enabled as access to Profile Segments is required for the user of this feature.

The Data Export Setting option within Admin must also be checked so that Data Export Settings can be set up.

Data transmission settings are also required for successful export of the segment customer IDs. Your organization will need to specify various IBM WebSphere Commerce transmission settings using the Coremetrics Data Export Settings page located in the Admin console. Please see the Admin > Data Export section for information on the settings required for IBM WebSphere Commerce Segmentation.

Exporting the Customer ID List If the IBM WebSphere Commerce Segmentation feature has been enabled, active segments on the Profile Segment Report list page will show an "Export to IBM WebSphere Commerce" hyperlink.

Click on this hyperlink to send the customer ID list corresponding to the selected Profile Segment report to your IBM WebSphere Commerce platform. A message will be displayed once the data transmission has been successfully scheduled.



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Link Analyses

You have two solutions for ad hoc analysis of specific link performance. The Inbound Link Analysis report facilitates analysis of links from external marketing sources to your web site. The On-Site Link Analysis report facilitates analysis of links living on your web site. Since both tools behave the same, we will cover them both in this section. Link Analyses are most commonly used to 1) analyze link performance for links not tagged with MMC, Real Estate or Site Promotion tags; and 2) analyze the impact of links across time including the downstream impact post the completion of a campaign.

Managing Link Analyses

You may manage Inbound Link Analysis from the list page accessible from Reports > Marketing > Inbound Link Analysis in the left navigation pane. You many manage On-Site Link Analysis from the list page accessible from Reports > Content > On-Site Link Analysis in the left navigation pane. Search for your desired report in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and click the buttons on top of the table to take action on your selections. Use the action icons to view the report configuration, edit it or create a copy and save as a new name. The Report Name hyperlink opens the report.

Creating Link Analyses

To create a Link Analysis report, select Create New Report from the list page. On the Create screen, enter a Report Name and select an interaction type (Inbound Link Analysis Only).



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Click Add Link to configure a link to analyze. On the form, fill out the following: 1. Link Name: The name that you would like to give to the link being analyzed 2. Referring Site: The name of the site that will show up in the report 3. Referring URL: The page on which the link can be found 4. Destination URL: The page to which the link lands the visitor 5. Cost (Optional): Your cost for the marketing initiative. Note: not applicable to On-Site Link Analysis 6. Number of Interactions (Optional): The number of interactions purchased. Note: not applicable to On-Site

Link Analysis 7. Start Date – End Date: The date range for which you want to analyze clicks 8. Track Until: The date by which you want to stop crediting these clicking visitors for downstream activity

and conversions

NOTE — You can use wildcards in the URL entries. You may want to do this to ensure your URL isn’t too specific (e.g. inclusive of dynamic parameters that other users won’t see) or to ensure that you capture links to and from a set of pages.

Example Wildcard entries:

• *yahoo* will find any URLs with the word “yahoo” in it.

• */abc.html will find any URLs ending in “abc.html”

• http://www.mysite.com* will find any URLs starting with “http://www.mysite.com”

• *google*furniture* will find any URLs containing both “google” and “furniture” in that sequence



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WORKBOOKS A workbook represents a collection of reports. As reports are launched, they appear in the open workbook as tabs. These tabs allow you to quickly toggle between multiple reports for easy comparative analysis. Further, the collection of reports can be saved as a single unit.

Workbook Actions You can take action on workbooks from either of two places:

1. The Actions menu in the left navigation pane, or

2. The Actions menu in the top right corner of the Workbook pane

The workbook actions include:

• Create New Workbook: Offers you a dialog to enter a workbook name and description (optional) and places you on the welcome screen. Any subsequent report or dashboard clicked will become part of this workbook.

• Save Workbook As: Creates a copy of the workbook and launches the dialog to give it a new name.

• Delete Workbook: Deletes the workbook. Note: this does not delete the dashboards and report views that comprise the workbook.

• Close All Workbook Tabs: Removes all tabs from the workbook to give you a clean slate. To individually remove tabs, click the x on the tab.

• Cache Workbook/Stop Workbook Caching: The Cache Workbook option speeds the load time of the reports within your workbook such that when you return to view the workbook on subsequent days, the load time will be faster. Stop Workbook Caching turns off the caching.

NOTES:

• Each User ID can cache up to three workbooks. • Each workbook can contain up to 10 tabs. • Workbooks are sticky. As you return to a tab, the state of the report will remain as you had last left it.

Likewise, should you log out and come back in, you will be returned to the state at which you left. If you wish to always login with a clean slate and start on the welcome screen, update your preferences (See the Application Header > My Profile > Preferences section).



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MANAGE In the Manage area of the left navigation pane, you will find options to manage your outbound distributions, installations, marketing programs, and report options.

• Distribution: Manage your scheduled Action Ready Reports, Alerts, API calls, and Emails.

• Marketing: Manage your Invalid Marketing Programs, Marketing Channels, and Tracking codes.

• Installations: Download the Excel API, review your Mobile access options, or install the Coremetrics Tools browser plug-in (LIVEview Click Overlay, TruePath Funnels, TagBar).

• Report Options: Manage Comments, Date Annotations and Report Segments.

Action Ready Reports

Action Ready Reports provide you with vital information about your Web business in an attractive and accessible format. By continually monitoring the trends of your key metrics, conversions, keyword performances, visitor origin, and other key site components, you will be equipped to make better data-driven recommendations for site improvement.

The first page of the reports presents the table of contents. You may navigate the notebook by clicking on the report names, use the navigation options in the top right of the report headers, or use the traditional Excel navigation by clicking the tabs at the bottom of the page.

Within the reports, hovering over cells with red triangles in their top right corner will provide additional hints and tips about that part of the report. The descriptions below provide a brief outline of how these reports can be used.



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Managing Action Ready Report

You may manage Action Ready Reports from the list page accessible from Manage > Distributions > Action Ready Reports in the left navigation pane. Search for your desired report in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and click delete on top of the table to take remove a scheduled report. Click the link under the Frequency column to edit an existing scheduled report including the opportunity to add or remove addresses from the email recipient list.

Scheduling an Action Ready Report

Click the Create New Report button to schedule a new Action Ready Report. Then select a desired delivery frequency.

NOTE — If you select One-Time, you will be asked to specify the desired period.

If you would like the report immediately, make sure your date range has already completed (e.g. don’t choose this week). All other frequencies will be sent after the last day of the period has been processed. Enter a File Name, email recipient list (comma separated), subject line and optional message.

NOTE — The default values in between brackets { } will be dynamically populated, but you are free to overwrite any of the values.

Save once you are finished.



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Report Tabs

Top Line Summary Trends The Top Line Summary Trends report highlights changes in the measurements that drive your site's business results. By looking at the trend arrows and figures for the last two periods, you can quickly spot which site components and measurements require attention. The interactive graph at the top of the page enables you to select a metric and display its trend over a longer time period to put recent results in context, so you can easily see if changes are an anomaly or show a true shift in visitor behavior. Forecast The Forecast report highlights performance of your site against forecast and plan numbers you provide to Coremetrics. By looking at the red and green change arrows, you can quickly spot which KPIs are ahead or falling short of your company's projections. Further, the graph at the top of the page will allow you to view trends for KPIs graphed against your forecast and/or plan values. Marketing Channels The Marketing Channels report highlights the performance of your site's standard marketing channels as well as any custom marketing channels your organization has specified from the Channel Summary report of Coremetrics Analytics. By looking at the red and green change arrows, you can quickly spot which channel KPIs have increased or decreased relative to the prior time period as well as compared to the same time period in the previous year. Which channels are over performing? Which channels are under performing? Use new "to date" metric summations to identify which channels are lagging or ahead of pace for the current month, quarter or year. Further, the graph at the top of the page will allow you to view trends beyond the most recent two time periods to help identify if a large % change is an anomaly or a true shift in channel performance. Compare Key Metrics The Compare Key Metrics report enables you to quickly compare the trends of your key performance indicators. Do your key measurements typically trend in the same direction? Does success with one objective come at the expense of another?

You can select which metrics to trend from the list on the left of the graph. The normalized metrics checkbox translates the chosen metrics to a scale from zero to one enabling you to compare measurements of different units (e.g. page views vs. sessions) on a common scale.

Top Performers The Top Performers report highlights changes in key analysis areas of your site such as pages, page categories, search terms, and referrals. By looking at the trend arrows and figures for the last two periods, you can quickly spot which require attention. The interactive graph at the top of the page enables you to select a metric and display its trend over a longer time period to put recent results in context, so you can easily see if changes are an anomaly or show a true shift in visitor behavior. Natural Search Effectiveness The Natural Search Term Effectiveness report enables you to identify which non-paid search terms provide the greatest returns for your Web site. The index value metric is calculated using multiple key metrics including such factors as reach, conversion and value to derive a weighted score for comparative analysis.

You can further isolate and filter your analysis by selecting specific search engines on the left side, adjusting the weighted index and using the drop down box on the right side for graphing and sorting options.



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On-Site Effectiveness The On-Site Search Term Effectiveness report enables you to identify which on-site search terms provide the greatest returns for your Web site. The index value metric is calculated using multiple key metrics including such factors as searches, conversion and value to derive a weighted score for comparative analysis.

You can further isolate and filter your analysis by adjusting the weighted index and using the drop down box on the right side for graphing and sorting options.

Visitor Conversion The Conversion Funnel report maps the flow of visitors through your site’s key conversion process. The funnel represents a graphical view of the narrowing percentage of visitors that advance from site entrance through each key conversion point on your site. By monitoring these percentages over time, you can quickly assess whether or not your site changes are addressing any high abandonment points. Visitor Geography The Visitor Geography - United States report enables you to identify which regions of the United States initiate the greatest number of visitor sessions. The sessions/capita map factors in the populations of each of the states to indicate that while you may have more visitors from large states like TX, CA, and NY, you may be reaching a larger percentage of potential visitors in less populated states. In addition to the data table below the maps, you can reveal the values by hovering over each state.

The Visitor Geography - Global Countries reports enable you to identify which regions of the world initiate the greatest number of visitor sessions. The darker shadings indicate a relatively high amount of session traffic. The sessions/capita map factors in the populations of each of the countries to indicate that while you may have more visitors from large countries like China and India, you may be reaching a larger percentage of potential visitors in less populated countries. In addition to the data table below the maps, you can display the values by hovering over each country.



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Alerts

Alerts are email notifications delivered when a threshold has been reached for a chosen metric or data type.

Managing Alerts

You may manage Alerts from the list page accessible from Manage > Distributions > Alerts in the left navigation pane. Search for your desired Alert in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and click delete on top of the table to take remove a scheduled report. Click the link under the Alert Name column to edit an existing Alert including the opportunity to add or remove addresses from the email recipient list.

NOTE: Only Coremetrics Monitor subscribers have access to Alerts.



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Creating Alerts

You may create an alert by clicking the Create Alert button in the list screen or by using the contextual navigation option from selection metrics within the Top Line Metrics report.

Alert conditions are assessed every hour evaluating hour and always evaluate the last rolling 24 hours of activity. In the form, fill in the:

• Alert Name: Name that you wish to give to the alert.

• Apply to: Select Topline if you would like a site wide metric alert. Select the desired area (e.g. Referring Sites) if you would like to alert on specific values.

• Choose the Condition (Not applicable to Topline).

• Enter values (Not applicable to Topline).

• Fill in the criteria.

• Minimum: To avoid setting off an alert with extremely low volumes, enter an alert minimum value.

• Recipients: Fill in your comma separated email list that should receive the alert.

• Subject: Type in a Subject line for the email.

• Limit Notifications: Decide how often you would like to receive an alert.

• Click Save.



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API

The Coremetrics report API offers programmatic access to virtually all of your reports and report views via a RESTful URL request. Consider using this feature to bring report information in-house, to build custom widgets with your data, to republish information on your corporate intranet, to provide select data to partners or other. The API screen found below will help you to configure the appropriate syntax for your API calls.

1. Select a Report Category 2. A Report Format (XML, JSON, XLS or CSV) 3. A Report Name 4. A View Name (inclusive of your saved views) 5. Language: The desired language for your results 6. Time Range: Select a Period A date and optionally a Period B comparison date 7. Click the “Generate API URL and Copy to Clipboard” button To preview the results, simply paste the URL into your web browser.

NOTE: Your User ID will only have API access to the reports and views assigned to you by your administrator.



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Emails

You may manage your scheduled report and dashboard emails from the list page accessible from Manage > Distributions > Emails in the left navigation pane. Search for your desired scheduled email in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and click delete on top of the table to take remove a scheduled email. Use the Action icon to re-run an email. Click the link under the Name column to edit an existing scheduled email including the opportunity to add or remove addresses from the email recipient list.

NOTE:

• Only recurring emails (not One-Time Emails) appear in the list for email management.

• You will only see emails that you have scheduled or for which you have administrative rights.



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Marketing Channels

From the Manage > Marketing > Marketing Channels in the left navigation pane, you are able to create and edit marketing channels. Marketing Channels are the highest level of marketing source categorization. By default, you have four channels (Direct Load, Natural Search, Referring Sites and Other MMC Sources). Administrators are free to categorize Marketing Vendors values into additional channels (e.g. Paid Search, Email, Affiliates, etc).

Managing Marketing Channels To manage an existing marketing channel, click Edit (pencil icon) from the list page. To delete a channel, click delete (x icon). Creating New Channels To create a new Marketing Channel, click Create New Channel from the Manage Marketing Channels Screen. Enter a Channel Name and check the boxes next to each Marketing Vendor that you wish to roll into the new Marketing Channel. Click Save.

NOTE: Any marketing vendor not placed within a created Marketing Channel will appear in the “Other MMC Vendors” channel. Likewise, when a channel is deleted, all vendors fall back into the “Other MMC Vendors” channel.



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Excel API

The Excel API allows for programmatic access to your reports (include saved views) from Excel. Download the file and generate one-time reports into Excel or create and run a template to place multiple reports into a single Excel notebook. Once your template is saved, you have the opportunity to update the date with a single click.

Login

Access the Excel API from Manage > Installations > Excel API. Download the Excel API spreadsheet from the screen to get started. After opening the document, you will find a login screen. You will first need to Enable this content by clicking the Options button in the Excel Security Warning bar. Once the macros have been enabled, enter your Client ID, Username and password and login.

Menu

After logging in, you will be presented with a menu screen. On this screen, you will have 3 options: 1. Run a Single Report – allows you to select your desired report and date range and run the report via the

Coremetrics API. The output is automatically placed into an Excel worksheet. 2. Create a Multi-Report Template – allows you to define a multi-report Excel workbook where you select

up to 10 reports to be included in the workbook. 3. Run a Multi-Report Template – allows you to select any previously defined template, select a date range

and process all reports at the same time. The output is automatically placed into an Excel worksheet with each report featured in its own tab.

After making your selection, click Next to continue.



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Run a Single Report

If you choose to run a single report, you will find a screen with a series of drop down selection menus. First, choose your desired report and corresponding view. Next, choose a date for your report in the Fiscal Period A area. You may choose to run the report spanning a date range of a day, week, month, quarter or year. If you choose week, month, quarter or year, your date selection will run the period inclusive of the date that you enter. For example, if you choose Fiscal Month as your period type and then choose a date of 2010-05-14, the report will be processed for the month of May. Optionally, you may also choose a comparison B time period by selecting the check box next to Compare to Period B and entering your desired secondary date range. Next, you will select the number of rows that you wish to output to your spreadsheet. The Excel API supports up to 20,000 rows. Finally, you will enter an output file name. A default file name has been entered for you, but you are free to edit as desired.

Once configured, click Run Report to process the report. You will be prompted with a warning such as this. Click OK to continue.



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After the report processes, you will find your new Excel spreadsheet open with your report data. The reports are automatically saved for you can easily be found later by clicking the Processed Files button at the bottom of the screen. Or if desired, click Save and place the file into your desired directory. Click Cancel to return to the Menu screen.

Create a Multi-Report Template

If you would like to create a multi-report template, you must first configure one. From the Menu screen, click Create a Multi-Report Template. After clicking Next, you will find a screen on which you can configure the template. First, enter a template name. Next, choose between 1 and 10 Report Name – View Name combinations. Optionally, enter a sheet name. The entered sheet name will be the tab name in your Excel worksheet. Click the check box to the left of the reports that you wish to add to the template. In the example below, I have chosen to add 4 reports to my template. Once finished, click Create Template.

Run a Multi-Report Template

After you have created one or more multi-report templates, you may choose to Run a Multi-Report Template from the Menu screen. First, select your desired template from the drop down menu. If you wish to delete an existing template, select it and then click the Delete Template button. Next choose your desired date range for



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the template. The date range will apply to all reports within the workbook. You may choose to run the reports spanning a date range of a day, week, month, quarter or year. If you choose week, month, quarter or year, your date selection will run the period inclusive of the date that you enter. For example, if you choose Fiscal Month as your period type and then choose a date of 2010-05-14, the report will be processed for the month of May. Optionally, you may also choose a comparison B time period by selecting the check box next to Compare to Period B and entering your desired secondary date range. Next, you will select the number of rows that you wish to output to your spreadsheet. The Excel API supports up to 20,000 rows. Finally, you will enter an output file name. A default file name has been entered for you, but you are free to edit as desired.

Once configured, click Run Report Template to process all of the reports in the template. You will be prompted with multiple warnings such as this. Click OK to continue.

After the report processes, you will find your new Excel spreadsheet open with your report data. The reports are automatically saved for you can easily be found later by clicking the Processed Files button at the bottom of the screen. Or if desired, click Save and place the file into your desired directory. Click Cancel to return to the Menu screen.



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Mobile Apps

You have two options for mobile accessibility: an iPhone application (available via the Apple iTunes store as of April 2010) and a device agnostic mobile web site (http://m.coremetrics.com). The mobile content features access to your Top Line Metrics, key reports like top marketing, pages, products and funnels, real time metrics from Coremetrics Monitor, and real time metrics from Coremetrics Benchmark. KEY FEATURES

- Easy access anytime. Leverage your intuitive mobile interface to access your analytics data and use all standard device gestures to zoom in on critical performance areas

- Real time site analysis. Take decisive, real time actions by monitoring your site metrics, articles, products, marketing programs, product sales, events and more.

- Real time competitive intelligence. Benchmark your web site performance against industry leaders and peers to uncover areas of competitive advantage and weakness.

- Trend analysis. Flexibly select date ranges to monitor hourly, daily, weekly, monthly, quarterly and annual trends.

- Funnel analysis. Analyze visitor progress through your key conversion funnels

NOTE: Your User ID must have access to Coremetrics Monitor to access Real Time metrics via your mobile device and to Coremetrics Benchmark to access the competitive information via your mobile device.

Tools Browser Plugin

The Coremetrics Tools Browser Plugin is required to access LIVEview, the TruePath Funnel Builder and TagBar. From the left navigation pane, access the Manage > Installations > Tools Browser Plugin to install it and follow the directions on screen.



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• LIVEview Click Overlay: Automatically overlays site traffic and conversion data over your web pages to highlight which links are most active and which drive the most value.

• TruePath Funnel Builder: A plugin used to define a TruePath Funnel. Users can measure the success of visitors navigating through online processes such as checkout, registration, and online applications, or completing calls-to-action on specific marketing landing pages.

• TagBar: A terrific troubleshooting resource. The TagBar offers detailed information about which Coremetrics tags are firing on the page in view.



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Invalid Marketing Programs

The Invalid Marketing Programs report identifies collected marketing program (cm_mmc) parameters that were improperly formatted or are missing elements. Use this report to take action on campaign parameters that need attention. Consider setting up a recurring email of this report to keep on top of the invalid links that need your attention. You can find the report from the left navigation pane at Manage > Marketing > Invalid Marketing Programs.



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Tracking Codes

The Tracking Code generator is a desktop widget that allows you to properly format destination URL tracking codes for your Marketing Program, Real Estate, Site Promotion and Marketing Impression parameters. To begin, download the widget from Manage > Marketing > Tracking Codes or from https://welcome.coremetrics.com/analyticswebapp/tcg/index.html

The installation will place an icon on your desktop and offer an option to navigate to the tool via your Start > Programs menu. After launching the tool, you will find 4 tabs for each of the tracking code options. You may receive the below message when installing the Tracking Code Generator. Selecting OK will add the Tracking Code Generator shortcut to your desktop for easy access.



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Once the Tracking Code Generator has been successfully downloaded to you computer, click on the desktop icon to launch the Tracking Code Generator. The Tracking Code Generator can also be accessed via Start > Programs > Coremetrics > Tracking Code Generator.

There are four tabs in the Tracking Code Generator.

1) Marketing Program Codes: Use this section to generate MMC (cm_mmc=) tracking codes for off-site campaign links. Data from MMC tracking codes is populated into the Marketing Programs report. A user can also input marketing program attribute values that they would like attached to the destination URLS for specific marketing programs (e.g. cm_mmca1=). The Marketing Program attribute columns in the Tracking Code Generator are optional fields. A user can leave these fields blank and the Tracking Code Generator will still process and append standard MMC parameters values. Data from Marketing Program Attribute tags populate into Explore. To learn more about Attributes please refer to the Explore User Guide that is posted on the Coremetrics Customer Support website. 2) Real Estate Codes: Use this section to generate Real Estate (cm_re=) tracking codes for onsite links. Data from Real Estate tracking codes is populated into the Real Estate report. Real Estate tracking codes allow you to track the performance of multiple on-site links that live on a single page on your website to enable you to see how different areas and aspects of a page are performing. With the hierarchical reporting layout, you can use naming conventions to test the performance of alternate versions, measure changes, and determine high value real estate. 3) Site Promotions Codes: Use this section to generate Site Promotions (cm_sp=) tracking codes for on-site links. Data from Site Promotion tracking codes is populated into the Site Promotions report. Site Promotion tracking codes allow you measure the success of on-site links or promotions that live on multiple pages or placements on your website. Hierarchical categorization allows you to track impressions and performance for dynamic promotions, A/B tests, and provides aggregate activity for links and/or banners across your website. 4) Marketing Impression Codes: Use this section to generate Impression Attribution tags for impression tracking of off-site campaigns (e.g. Display Ads, Micro-sites, Widgets, Facebook interactions, etc). Data from Marketing Impression tags is populated into the Coremetrics Explore. A user can also input marketing program attribute values that they would like appended to specific Marketing Impression tags (e.g. cm_mmca1=). The Attribute columns in the Tracking Code Generator are optional fields. A user can leave these fields blank and the Tracking Code Generator will still process and create the Marketing Impression tags. To learn more about Attributes please refer to the Explore User Guide that is posted on the Coremetrics Customer Support website.



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Marketing Program Codes

The Marketing Programs Codes tab generates marketing tracking codes (cm_mmc) for off-site URLs. 1) First, download the Template by clicking on the Download Template button. Give the template file a unique name (e.g. MMC_template1.xls) and save it to your desktop. Open the excel template from your desktop and input the desired destination URLs and parameter values and then save the file to your computer. Below is an example.

2) Next, in the Tracking Code Generator specify the Marketing Programs format. Option 1: Single parameter format (Recommended) Option 2: Multi parameter format Option 3: Obfuscated format If you choose to obfuscate your parameters this means that visitors that click on links with MMC parameters appended to the URLs will not be able to see the individual parameter values, but instead see a random string of numbers and letters. 3) Then, select an option for existing codes found in the file. Option 1: Keep existing code value (only generate MMC codes for rows where code is blank) Option 2: Overwrite all existing MMC code values Select to ‘Keep existing code values’ if you only want previously unstamped URLs to be updated and existing URLs with appended parameters to remain the same in your Excel file. This is often done when you are adding additional links to an old file. Select option 2 if you want to strip existing parameters and replace them according to new parameter formatting and assignments.

4) Next, click on Browse button and choose the excel file template you saved to your desktop previously. The excel file name will be displayed in the field next to the ‘Browse’ button. 5) Click the Create Codes button and input a new unique file name (e.g. MMC_output.xls) for the output file and save the output file to your desktop. A pop up message will display if the file was successfully processed along with the number of rows successfully processed. Click OK.



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Then go to your desktop and open up the output excel file that you processed. Now the URLs will have the MMC parameter appended to them. Below is an example.

If there are errors for rows in your file review the content that is populated in column F to correct the error and then reprocess the file using the Tracking Code Generator. If column F is blank this means that specific row does not contain any errors and is a valid MMC URL. Marketing Program Codes Advanced Settings There are Advanced Settings that can be utilized in the Marketing Programs Codes section of the Tracking Code Generator. These are optional settings and are NOT required in order to generate MMC tracking URLs. To access the Advanced Settings click on the down arrow icon that is located next to the words ‘Advanced Settings’.

Embedded URL Path: The Tracking Code Generator supports the use of complex URLs which contain embedded URLs. This will allow you to add tracking codes to an embedded URL, rather than just the base URL. If you do not have embedded URLs, this area should remain blank. If you have embedded URLs, enter the path variable in the Embedded URL path. If more than one variable is required, they must be comma separated. For example, if you have URLs like: http://www.example.com?redir=www.mysite.com&blah=1234 and want the MMC codes appended before the “&blah=1234” you would enter “redir” (without quotes) into the field to indicate this is the variable to be stamped. If the final landing page URL is nested deeper you must also enter the preceding variable names.

For example, if you had: http://www.example.com?action=redir%3Dwww.mysite.com&blah=1234 (where %3D is the URL encoded form of “=”), your would put “action,redir” in the Embedded URL path. Embedded URL path variable names should be alphanumeric only. If you are not using embedded URL paths leave this field blank. If you have entered an embedded URL path you must select the option to take if the embedded path does not exist. You can chose to either generate an error and skip the URL, leaving it as is, or stamp the MMC code onto the base URL.



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Real Estate and Site Promotion Codes

The Real Estate and Site Promotions Codes tabs can be used to generate cm_re and cm_sp tracking codes for on-site links.

1) First, download the Template by clicking on the Download Template button. Give the template file a unique name (e.g. RealEstate_template1.xls) and save it to your desktop. Open the excel template from your desktop and input the desired destination URLs and parameter values. Then save the file to your computer. Below are two examples. Real Estate

Site Promotions

2) Next, in the Tracking Code Generator specify the Real Estate or Site Promotion format. Option 1: Single parameter format (cm_re=version-_-area-_-name or cm_sp=group-_-promo-_-link) Option 2: Obfuscated format (cm_re_o=MwegKbswe or cm_sp_o=GbkeSIegE)



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3) Then, select the option for existing codes found in the file. Option 1: Keep existing code value (only generate RE or SP codes for rows where the code is blank) Option 2: Overwrite all existing RE or SP code values Select ‘Keep existing code values’ if you only want previously unstamped URLs to be updated and existing URLs with appended parameters to remain the same in your Excel file. This is often done when you are adding additional links to an old file. Select option 2 if you want to strip existing parameters and replace them according to new parameter formatting and assignments.

4) Next, click on the Browse button and choose the excel file template you saved to your desktop previously. The excel file name will be displayed in the field next to the ‘Browse’ button. 5) Then click the Create Codes button and input a new unique file name (e.g. RealEstate_output.xls) for the output file and save the output file to your desktop. A pop up message will display if the file was successfully processed and the number of rows successfully processed. Click OK.

Then go to your desktop and open up the output excel file that you processed. Now the URLs will have the Site Promotion or Real Estate parameters appended to them. Below are two examples. Site Promotions Example:

Real Estate Example:

If there are errors for rows in your file review the content that is populated in column E to correct the error and then reprocess the file using the Tracking Code Generator. If column E is blank this means that specific row does not contain any errors and is a valid tracking URL.



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Marketing Impression Attribution Codes

The Marketing Impression Codes tab can be used to generate Impression Attribution tags.

1) First, download the Template by clicking on the Download Template button. Give the template file a unique name (e.g. Impression_template1.xls) and save it to your desktop. Open the excel template from your desktop and input the desired MMC parameter values in the Vendor, Category, Placement, and Marketing Item columns. Then save the file. Below is an example.

2) Next, select the Protocol type in the Tracking Code Generator. Example - http:// or https:// 3) Input the Coremetrics Client ID in the Client ID field in the Tracking Code Generator. If you are passing values to more than one Client ID, use a semi-colon to delimit the values. 4) Click the Create Codes button and input a new unique file name for the output file (e.g. Impressions_output.xls) and save the output file to your desktop. A pop up message will display if the file was successfully processed and the number of rows successfully processed. Click OK.



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5) Then go to your desktop and open up the output excel file that you processed. In the output file you will find that the Stamped URL column is now populated with the Marketing Impression Attribution tag. Below is an example.



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Comments

Click Manage > Report Options > Comments from the left navigation pane to globally manage your report comments. As mentioned in the Report Components > Comments sections in the left navigation pane, you may manage your comments inline on the reports. As an additional convenience, you may also manage them in a central location. From the list page, search for your desired comment. Click the column headers to sort the columns ascending or descending. Check your desired rows and delete as needed. Click the links under the comments column to view the comment.

Date Annotations

Click Manage > Report Options > Date Annotations from the left navigation pane to globally manage your date annotations. As mentioned in the Report Components > Chart > Date Annotations section, you may manage your date annotations inline on the trend views of your reports. As an additional convenience, you may also manage them in a central location. From the list page, search for your desired annotation. Click the column headers to sort the columns ascending or descending. Check your desired rows and delete as needed. View, edit or copy an annotation via the Action icons. Click the links under the Annotation Name column to view the annotation.

NOTE: Annotations created from this menu must be applied to all reports because this menu lacks the context of any specific report. All Report annotations are global to all reports including Explore reports.



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Report Segments A report segment is a group of visitor sessions that can be applied to select segment applicable reports. It is defined by a series of user criteria separated by [Ands] and [Ors]. See Report Components > Report Options > Segments for more information on how to apply a segment to a report. While a filter uses the fields and metrics in a report and then filters the information down to just the matching criteria, a report segment narrows the report to only the visitor sessions that match the criteria. In other words, reports segment facilitate relational analysis. For example, you might be analyzing your Page Categories report and wish to apply a report segment to learn which content is viewed by visitors arriving via Google campaigns or which content is popular among visitors from Germany.

Managing Report Segments

You may manage Report Segments from the list page accessible from Manage > Report Options > Report Segments in the left navigation pane. Search for your desired Report Segment in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and click the buttons on top of the table to take action on your selections. Use the action icons to view the segment configuration, edit it or create a copy and save as a new name. The Report Segment name hyperlink opens the segment for edit.



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Creating Report Segments

Click Create New Segment from the Report Segment list screen to build a new segment. This will launch a three step wizard. Report Segment Step 1 In Step 1 of the wizard, you must give the segment a name and select a category to be filed. Optionally, you may enter some comments and choose to notify a distribution list when the segment is processed and ready for use. Next, you must choose between a segment type:

• Persistent Report Segments: Process daily starting tonight and moving forward and can be applied to reports for the most recent 93 days (assuming the segment has been active for 93 days).

• One-Time Report Segments: Process for each day within the specified time range. The start date must be within the last 93 days and the duration of time between the start and end dates must not span more than 35 days.



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Report Segment Step 2 In Step 2 of the wizard, you define the segment criteria. This process is very similar to defining filter or Profile Segment criteria. Choose from a wide set of fields and metrics via the drop down menu. You may apply a simple criteria such as Number of Visits is Between 2 AND 3 or string together a series of conditions separated by [And] or [Or] logic.

Report Segment Step 3 In the final step, you select the report for which you would like to make the segment available for application. By default, you may pick up to four reports. When finished, click Create Segment to initiate processing.



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ADMINISTRATION Administrative actions (other than My Account Updates) are reserved for designated Administrators from your organization. These actions are performed via the Admin console accessible via the Admin link in the Application Header.

User Administration

User administration consists of three components: My Account, Manage Users and Manage Groups.

My Account

The My Account area is accessible to all users. It allows users to update their name, title, department, and contact information. Further, it provides a means for the user to change his/her password. After making any changes, click Save.

Manage Users

The Manage Users section allows administrators to manage all of their user accounts. The search box at the top of the form allows administrators to quickly narrow the view. Click the column headers to sort the columns ascending or descending. Select the check boxes on the left and click Delete Users to remove a user’s account. To edit the user account, click the hyperlink in the User Name column. To download a list of user account information, click the Download button at the top right of the form. Consider using the Manage Users – Full List view to quickly search for the set of users with access to a particular Client ID or to find all of your administrators.



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New User To create a New User, click the New User button at the top of the form. Fill in the New User form. Name, Email, User Name and Password are mandatory. On the bottom of the form, select which Client IDs (if you organization has more than one) this user should have access. If the list is long, consider using the Search box at the top of the table. Additionally, choose the User Group to which he/she should belong via the drop down menus. When finished, click Save.



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Manage Groups

User Groups govern to what a particular user has access. Thus, it is important to ensure each user group is carefully created and that new users are placed in appropriate groups. The Manage Groups section allows administrators to manage all of their user groups. The search box at the top of the form allows administrators to quickly narrow the view including searches on Client ID or Client Name. Click the column headers to sort the columns ascending or descending. Select the check boxes on the left and click Delete Groups button to remove a user group. To edit the user group, click the hyperlink in the User Group Name column. To download a list of user groups, click the Download button at the top right of the form.

New User Group To create a New User, click the New User Group button at the top of the form. Give the group a name and click the Select button to choose a Client ID. Under Permission options, place a check box to the left of every function to which you want the user group to have access.

NOTE: Administrators (only Administrators) have the ability to share a report view with a user group without granting them access to the report. For example, you might not want your agency to have access to all of your marketing programs, but you may want to give them access to your Display Ad Campaign results. In their user group, remove access to the “Marketing Programs” report. Then go to Marketing Programs and create a new report view (e.g. Display Campaigns) and save it. Then click Share and share it with your agency’s group.



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Manage IP Restrictions

Although careful allocation and maintenance of user accounts should provide sufficient security for your Coremetrics reports, you can also specify the Internet Protocol (IP) addresses from which your Coremetrics reports can or cannot be accessed. Search for your desired IP Range in the search box at the top. Click the column headers to sort the columns in ascending and descending order. Click the check boxes on the left and select Delete IP Range(s) to remove any ranges. Click the IP Range hyperlink to edit the range.

Create New IP Range To create an a new IP range, click New IP Range.”

1. Select a Client ID for which you would like to setup the IP range. 2. Decide on an action

• Allow Access from the IP Range: Allows only the IP range(s) specified to access your reports.

• Restrict Access from the IP Range: Prevents the IP range(s) specified from accessing your reports.

3. Input the IP Range. 4. Click Save



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Password Setting

Should you decide that current password settings are stricter than what is necessary for your business, you may adjust to a more lenient setting. The Standard password must be eight characters along, but doesn’t require any special characters. Further, you can specify a password expiration policy.

Partner Connections

For partners that have established a technical integration with Coremetrics via the Coremetrics Report API, you may activate the account via the Partner Connections area.

NOTE — Some partner connections require a contract with Coremetrics. This area will offer an authentication token upon activation.



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Explore Settings

If you have Coremetrics Explore, you may now self provision your Explore report credits across Client IDs and across user groups within the Client ID. Select the Client from the drop down and click on a cell to update.

Export Settings

The Export Setting area enables the administrator to view, edit and create the parameters for data exports. These settings are used for Coremetrics Intelligent Offer, Coremetrics Export, the Standard Data Export, Coremetrics LIVEmail, and the Coremetrics - Websphere Commerce integration among other exports.

Manage Exports The search box at the top of the form allows administrators to quickly narrow the view of established exports settings. Click the column headers to sort the columns ascending or descending. Select the check boxes on the left and click Delete FTP Targets to remove export settings. To edit the export setting, click the hyperlink in the Export Target Name column. To activate a target, check the box and click Publish.

Create an FTP Target To create an FTP Target, click Create an FTP Target. Select the desired Client ID, give the target a name, specific the FTP server, the port, the directory path, user name and password. Then select your FTP transmission option.



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Extra Fields

If you are using extra fields to pass data from your Coremetrics tags for use in segmentation, the Enterprise Product report or Intelligent Offer, you can give these fields user-defined titles (i.e."aliases") on this page so that they will show up with these meaningful names. To set up an optional fields

1. Select the field type from the Select Extra Field Type dropdown. This can be:

Registration Fields All 15 fields are supported as available criteria for use in building Report Segments.

Fields 11-15 are available for use in building Profile Segment criteria.

Enterprise Product Static Attributes

Saved aliases for the Enterprise Product Report Static Attributes appear in Intelligent Offer as available criteria for rule specification and as metrics in the Enterprise Product Report.

2. Enter the required alias for each field in the appropriate Alias field. 3. Select the data type for this field from the dropdown menu. This can be Text or Number. 4. Enter any Comments appropriate for the field. 5. Click Save.



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SUPPORT

Support Center

The Coremetrics Support Site can be found at https://support.coremetrics.com or via the Support link in the Application Header.

The Support Center Site contains:

• A searchable knowledge base to answer questions, and provide instant access to essential documents, such as the Implementation Guides, Glossary of Metrics, User Guides, Release Notes, and more.

• Educational tools such as web-based trainings and archived webinars.

• Marketing information including case studies, white papers, and upcoming events, such as the Client Summit.

• Notifications from Support.

• Issue tracking from the creation of a ticket through its resolution to have complete insight into the status of your inquiries.

• Feedback so you can offer suggestions for improvement regarding the support site. Application feedback regarding the Coremetrics applications should be sent to [email protected].

• Chat so you can reach one of our Best Practices representatives right away.



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Support Contacts

If additional assistance is desired, please contact Coremetrics at: Technical Support: [email protected]

USA Corporate Headquarters

1840 Gateway Drive Suite 320

San Mateo, CA 94404

Toll Free: 1.866.493.2673 Tel: 650.762.1400 Fax: 650.762.1499

[email protected]

Coremetrics Client Support: [email protected]

Coremetrics Austin

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Coremetrics Dallas 4550 SH 360

Suite 100 Grapevine, TX 76051

Tel: 682.223.5300

Europe Coremetrics Europe Ltd.

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Slough Berkshire SL1 1DB

U.K. Tel: +44 (0)20 3393 3450 Fax: +44 (0)20 3393 3451

Email: [email protected]

Coremetrics GmbH

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D-20095 Hamburg Germany

Tel: +49 (0)40 32005 834 Fax: +49 (0)40 32005 200


Coremetrics France

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France Tel: +33 1 53 24 53 69 Fax: +33 1 53 24 53 39


Asia Pacific Coremetrics Hong Kong Limited

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30, Canton Road Tsim Sha Tsui

Kowloon Hong Kong SAR, China

Tel: +852 8201 0823 Fax: +852 8201 0832


Coremetrics Australia and New Zealand

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Australia (Aus) 1800 69 CORE (NZ) 0800 69 CORE

(Other) +61 (0)3 9653 7397 Email: [email protected]

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