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Every website or application that uses Evergage needs its own integration. This is accomplished with the use of datasets. Datasets are collections of events which allow Evergage data to be separated and organized. Within your account, you may set up multiple datasets. Data sent to one dataset is kept separate from data in other datasets, so you can understand customer engagement differently. You can use datasets in different ways:

  • Set up a test dataset to monitor your QA or Staging environment and a production dataset to monitor your live product or site.  This will keep real customer data separate from the data generated by testing
  • Separate data from different business units with different customers
  • Track your website separately from your SaaS application

 

Managing Datasets

  1. Log into Evergage as an administrator
  2. Select the dropdown under your name
  3. Select Manage Datasets
  4. Click  to sort or add columns (ID and Events)

 

 

 

Add a Dataset

  1. In Manage Datasets, click
  2. Enter the ID, which is the unique identifier for the dataset
  3. Enter the Name, which is the display name for the dataset
  4. Enable Track Accounts to track sites or applications that group users by accounts otherwise, the dataset will track only users. Please ask your Customer Success representative if you are unsure how to proceed.
  5. Click OK to create the dataset

 

 

 

Export a Dataset

You can export all of the data included in the dataset. This will give you raw data for all of the events and data that Evergage collects on your dataset which can be helpful for diagnosis. You can adjust the time period for the export to get the specific data you need. 

  1. In Manage Datasets, click 
  2. Set the Start and End dates
  3. Add a User Filter to restrict the data export to users or accounts with the specified ID
  4. Set the Limit to restrict the amount of data returned in the export
  5. Select the Format as CSV or JSON
  6. The default Separator is comma; change it as needed
  7. For CSV files, Quote Char will appear around all fields
  8. Add Fields to restrict export to specific fields. If none are included, all will be exported
  9. Select Include Formatted Date and Time as needed to include a timestamp next to each event
  10. Click OK

Clone a Dataset

You may have a similar site that you need to add a dataset to, but instead of recreating all of the settings, you can clone an existing dataset.

  1. In Manage Datasets, click 
  2. Enter the ID, which is the unique identifier for the dataset
  3. Edit the Name, which is the display name for the dataset
  4. Click OK

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