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Action mapping happens during your implementation process, but sometimes you need to track new calls to action (CTAs) on your site, or remove an action that no longer needs to be tracked.

This article will detail how to:

 

Track a Click to an Action

  1. Open the page in your website that has the area to be tracked
  2. Open the Visual Editor
  3. Hover over the CTA you want to track and an orange dotted line will appear
  4. Move your mouse until the orange dotted line indicates a DIV (see images at right)
  5. Right click and select Track Click
  6. Enter the Action Name which will appear in reports
  7. Select Page Specific if the action persists across multiple pages to track the action on the current page only
  8. Click TRACK

 

 

Correct selection

 

 

 

Incorrect selection

Change or Remove a Tracked Click

  1. Open the page in your website that has the tracked area to be removed
  2. Open the Visual Editor
  3. A green dotted line will surround the tracked CTA
  4. Hover over the CTA you no longer want to track. An orange dotted line will replace the green dotted line and will indicate a Tracked Click (see images at right)
  5. Right click and select:
    1. Edit Click to change the Action Name, Match, or add/remove the Page Specific selection
    2. Stop Tracking Click to remove the action mapping for the selected CTA. Click OK to confirm

 

 

Correct selection

 

 

 

Incorrect selection

View Statistics on Tracked Clicks

The Actions report tracks all of the actions (e.g., clicks, form completion, page and screen views) taken by visitors on your site or in your app. You can define the date range, apply filters to narrow the results by campaign and other criteria, and opt to only see “view” actions. Selecting an action from the list view will plot that data point on the graph so you can see a visual comparison of different actions. You can define the date range as well as filter by modules or keywords.

  1. In the Evergage platform, select REPORTS
  2. In the Activity section, select Actions
  3. Above the graph, you can filter by
    1. Page Views only - see only those actions which resulted in a new page view
    2. Modules - filter by groups of actions which are configured in SETTINGS > Modules
    3. Keyword - filter by a keyword included in the name of the action
    4. Segment - filter by actions taken by a particular segment
  4. Click  to export the data to a CSV file

    NOTE

    Only views and clicks with a total greater than zero will be included in the export. Additionally, the export will not include data from the current day.
  5. On the chart below select
    1. to add columns to the chart
    2. Column header to sort ascending or descending by that column
    3. Specific action to see it plotted on the graph. Actions noted by  are plotted on the graph

Troubleshoot Actions

If you are unable to map an action or need additional support with action mapping, please click CONTACT SUPPORT above to send a support ticket to Evergage.

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