Friday, October 19, 2012

The ErrorCode and ErrorMessage Events

A really useful group of events are ones that can detect the error messages displayed on your site. But these can be difficult to get right.  Lets go through creating events to detect error messages, and some pitfalls to watch out for.

What’s the difference between an error message and an error code? In some sites, no difference at all – all you have to work with is a message string the user sees. But if you have a site that supports multiple languages, you may have the same error message presented in two or more language-specific strings. If you have this situation, you are going to want to know not just the specific string being shown, but how often each error condition displayed regardless of the language. For this, you will need for the site developers to insert an error code (it can be "non-displayable” in the page), as well as the error message.

Here’s an example: class="fError">! There are no ...<!--ErrCode:FA65—></

After you’ve isolated the error string from it’s surroundings, to break that string into the language-specific error message as well as the error code requires only two simple regular expressions:

$REMessage = /(.*?)<--/;
$RECode = /<!--ErrCode:(.*?)-/;

Getting the error string separated from its surroundings, though, that may be tricky…

First, Last, Count, and Aggregate Field Errors

If the site has only one error message on a page, a simple hit attribute and pattern is all you need, but in practice it is seldom that simple. Most often, the site may have multiple error messages on a single page. In order to understand which error messages are most common, we need to extract every error message.Hit attributes combined with Basic mode events can record the first error, or the last error, or the number of errors on a single page, but there is no provision in tealeaf for an event to record a collection of errors. The best we can do is create an event that will aggregate all of the errors into one string. We are going to need an advanced mode event to do the aggregation.

Visible and Invisible Errors

The event to aggregate the errors would be much easier if all error messages were visible, but alas that is not always so. In many sites, the developers will deliver all the error messages as part of the HTML of the page, but will use a CSS display attribute to control the visibility of the message. So we need to further refine our event so it only records Visible errors. Here are examples that show the same error message in multiple visible and invisible forms.

Visible:

class="fError">! There are no ...<!--ErrCode:FA65--></div>
class="fError"><br />! Make a selection for ...<!--ErrCode:TI1--></span>
class="fError">! Please enter a valid...<!--ErrCode:A21--><BR></span>
class="fError">! Please select a proper option.</span></p> – Note that the developers left out the error Code!
class="fError" style="color:#CC0000;">! Please enter a New ...<!--ErrCode:V1--><br/></span>

Invisible:

_CustomValidator1" class="fError" style="color:#CC0000;display:none;"></span>
<p class="fError" visible="False"></p> -- Note that this doesn't even have the trailing <span>
class="fError">< – This is an “empty” error message


Ignored: (our business users have told us don’t want to include this error when analyzing message)
class="fError" style="font-size:80%">! Your membership is expired.</div><

Regular Expression Patterns

The following Regular Expressions (RE) will capture each type of field error. There is some overlap -  patterns which are both invisible and empty will fire both of their respective REs. Instead of writing down what each pattern is doing, let me send you to a on-line tool for making REs that will do a great job – just paste the RE into the online tool, check ‘Explain’ and hit submit. I’ve looked at dozens of RE test tools – this is my personal favorite, and the one I use when developing advanced mode events: http://myregextester.com/index.php

$REVisible = /class="fError(?:" style="color:#CC0000;){0,1}">(.+)<\/(?:span|div)/;
$REInvisible = /(?:class="fError" style="color:#CC0000;display:none;"|class="fError" visible="False">)/;
$REEmpty = /class="FError"><\/(?:span||div)/;
$REIgnored = /class="FError" style="font-size:80%">/;

Known Error Patterns

Grouping together the known, invisible, empty, and ignored patterns into one pattern “Known”:

$REknown = /class="FError"(?: style="color:#CC0000;display:none;">| style="color:#CC0000;">| visible="False">| style="font-size:80%">|><\/span|><\.+/span|><\.+/div)/;

Event Coverage

Because of the complexity, we’ll also want to have some code to check our event coverage – are we counting every visible error, and ignoring every invisible error? are there any errors that don’t fit our definition of either visible or invisible or ignored?

We can do this on every page with the following events

  • [BB] count every occurrence of “class=”ferror” (and alternate formulation with one apostrophe, and no apostrophe or double-quote characters, and zero or multiple white-space characters.
    • /class\s*=\s*([‘”])ferror\1\s/ig
  • [BB] count every occurrence of Known Field Errors
  • [E] count every occurrence of unknown field errors on a page (total – visible – invisible)

 

Events and Dimensions for Error Codes and Messages.

Finally! We get to the actual events, dimensions, and report groups. In the interest of brevity, I’ll present the Aggregate Visual Field Error Code information. If you want the details on First Visible Field Error and Last Visible Field Error on a page, you can copy/modify these. I will show you the “guts” of the javascript in the advanced mode event for each of these, as well.

All of these events depend on the triggering event G:Err:NumberOfVisibleFieldErrorCode:E When the event G:Err:NumberOfVisibleFieldErrorCode:E appears on a hit, then each of the following events are evaluated. In this event, we set the conditions “statuscode = 200, URL does not include tealeaftarget”, and whatever other conditions you may want to exclude (for example,excluding a specific domain).

In order to search repeatedly through a response, we need a hit attribute (HI) that will extract the response; G:ResponseBody with start tag of <html and end tag </html. In each of the following events, we use the HI to extract the entire response body into a local variable. When Regular Expressions are applied repeatedly to a string, there are internal pointers that remember how much of the string was parsed. If we tried to call the HI function for the response body in each loop , those pointers get reset. So we make a local copy, and loop the regular expression against the local copy.

Events:

G:Err:AggregateVisibleFieldErrorCodeOnPage:BB[ADV] string consisting of all the visible field-level error codes on a page. Iterate over the response body for the REVisible pattern. Each time a match occurs, extract from the match string the error code. Accumulate the multiple error codes with ‘:::’ as a separator. Store this string as the value of the event.

function YOURNAMESPACE$E__G_ERR_AGGREGATEVISIBLEFIELDERRORCODEONPAGE_E__634853855183542782()
{
if ($F.getLastFact("YOURNAMESPACE.F_E__G_ERR_NUMBEROFVISIBLEFIELDERRORCODEONPAGE_E__634761380708236960").HitNumber == $H.HitNumber)
{
$REVisible = /class="fError(?:" style="color:#CC0000;){0,1}">(.+)<\/(span|div)/ig;
var $str = $P["YOURNAMESPACEL.P__G_RESPONSEBODY__634753590986008896"].firstValue();
var $cnt = 0;
var $resultstr = "";
while ($matches = $REVisible.exec($str)) {
if ($matches != null) {
if ($matches[1] != null) {
$RECode = /<!--ErrCode:(.*?)-/;
var $RECodeMatch = $RECode.exec($matches[1]);
if ($RECodeMatch != null) {
if ($RECodeMatch[1] != null) {
$cnt++;
$resultstr += $RECodeMatch[1]; $resultstr += ":::";
}
}
}
}
}
if ($cnt > 0) {
// Set fact for Report Group: No Dimension Report Group
$F.setFact("YOURNAMESPACE.F_E__G_ERR_AGGREGATEVISIBLEFIELDERRORCODEONPAGE_E__634853855183542782", $resultstr);
}
}
}

G:Err:FirstVisibleFieldErrorCodeOnPage:BB Iterate over the response body for the VisibleRE pattern. Each time a match occurs, do nothing until the last match. Then split the match string into message and code. Store the code string as the value of the event


G:Err:FirstVisibleFieldErrorCodeOnPage:BB Test the VisibleRE pattern against the response body. Take just the first match. Split the match string into message and code.  Store the code string as the value of the event

$REVisible = /class="fError(?:" style="color:#CC0000;){0,1}">(.+)<\/(span|div)/ig;
var $matches = $REVisible.exec($P["UNITEDCONTINENTAL.P__G_RESPONSEBODY__634753590986008896"].firstValue());
if ($matches != null) {
if ($matches[1] != null) {
$RECode = /<!--ErrCode:(.*?)-/;
var $RECodeMatch = $RECode.exec($matches[1]);
if ($RECodeMatch != null) {
if ($RECodeMatch[1] != null) {
// Set fact for Report Group: No Dimension Report Group
$F.setFact("UNITEDCONTINENTAL.F_E__G_ERR_FIRSTVISIBLEFIELDERRORCODEONPAGE_BB__634761678018624416", $RECodeMatch[1]);
}
}
}
}



G:Err:AnyVisibleFieldErrorOnPage:E Is the reportable event we look at to see what errors are happening on a page. This event is a simple “OR” of the six BB events, so that, if the first/last/aggregate Visible Error Code/Message events fire, any of them, the Report Groups on this event will record the six values, and the URL (page) on which they occurred.


Note that recording all six dimension values may be overkill for your analytics group. I like to record all six for a few days, and review them with the business information consumers. If they agree that the aggregate dimensions are all they need, it’s easy to remove the unneeded dimensions. You  will also want to be wary of the Message dimensions. While these are certainly more consumer-friendly than the error codes, storage for long strings of aggregated error messages may prove to be a concern. If you decide to record this information, keep an eye on the aggregate table usage over a few weeks, and plan to re-evaluate its usefulness and it’s storage cost.


The Results


After putting these together we can analyze the errors that happen on a specific page. We do this by looking at the event G:Err:AnyVisibleFieldErrorOnPage:E, and homing in on specific URL or groups of URLs, and looking at the error dimensions. When this event fires, we are recording (and viewing) the errors that appear on that page.


On what pages do field errors occur the most often?


image


On any specific URL, what are the most common visible field errors (aggregate of all errors on the page)?


image


What are the most common “last seen” error codes when a user abandons the checkout process





The truly actionable information you can glean is “last seen error when purchase is abandoned”. This is the favorite information for a lot of data consumers. Understanding this helps understand what it is about the site that most often impedes the purchase process.


This works because we defined our dimension to record the “lastest” value of a visible error event. We define an event that fires at the end of a session if we detect that abandonment took place (e.g. FPR:Abandoned:S, which is defined as FPR:ReviewRevenueR:S AND NOT  FPR:ConfirmRevenueV:S), and we assign our six error dimensions to report groups assigned to this event. We don’t need the URL as part of this Report group, because as a end-of-session event, the URL dimension would haphazardly record whatever URL happened to be the last one in the session (and most often that would be the tealeaftarget which occurs when the uiSDK phones home the information for the last page). However, the “lastest” error messages may not be the error messages on the last page of the checkout process abandonment, if the user goes and visits other parts of the site, like searches, after their last checkout process page.


So this event is the closest we can get using the built-in tealeaf reporting tools. To get closer to the truth, a better approach would be to use cxConnect to record the error event in an external BI data warehouse, and use analysis queries to ask “for every abandoned sessions, which was the last checkout process page seen, and what were the errors shown”.


Within the limits of the tealeaf reports, here are the “last seen visible error codes when purchase is abandoned”.


image



We’ve filtered to eliminate the [Null} value. If a checkout process is abandoned, and there are no visible field errors in the session, then [Null] is recorded for this dimensions. In this specific site, many automated tools get to the first page of the checkout processes, producing a “Null” entry here when the automata “abandons” its checkout. An external BI data warehouse would allow better refining these numbers to eliminate robots.


Good luck error hunting! I hope this piece will help you better understand some of the event and dimension concepts in Tealeaf V8.

V8 Process Event Guidelines

Every e-commerce web site has one or more “processes” – sequential steps the user has to go through, to accomplish a goal. The most important process for most e-businesses is the “checkout” process (aka the “purchase” process). In this post, we will create discuss how to create events that track processes, and discuss the characteristics you should build into these events.

At the fundamental level, a client sends a request, and the server sends back a response (view). You should create two process events for each step, one to recognize and count the request, and another that recognizes the response.  When tealeaf recognizes a request event, you know the user actively asked for the next step of the process, and when tealeaf recognizes the response, you know the system presented the information to the user. In my post V8 Event Naming Conventions I discuss how to create event names that reflect this difference. The request event can be based on the URL of the page, and the view event  is best based on a unique pattern present in the response when the page is successfully rendered.

However, before we go much further, there are major differences between Apache/IIS/ColdFusion server technology when it comes to how the technology uses the URL, and this difference makes a huge difference in how the Request for a step is recognized. <Insert moew on rthis>

Now that we are all using the same event names to mean the same logical view of the steps regardless of our site’s technology, onward!

Conceptually, a simple checkout process is “Cart View”, “Billing Info”, “Final review” and Confirmation. This produces and eight step checkout processes

Process Step Events for Every Step

The eight steps that measure every step occurrence are P:CartViewR:E, P:CartViewV:E, P:BillingInfoR:E, P:BillingInfoV:E, P:FinalReviewR:E, P:FinalReviewV:E, P:ConfirmationR:E, and P:ConfirmationV:E. When we create the events, base the R events on the URL of the page, and V events on the page title or some other string in the response that positively and uniquely identifies the page. Set the event type as ‘count”, evaluate on every hit, and do not add any report group yet.

These events tell us how many times each process step occurs, even if they occur multiple times in a session.

Session Events for Each Step of the Process

The eight Session steps that measure “the session had one or more occurrences of a process step” are named P:CartViewR:S, P:CartViewV:S, P:BillingInfoR:S, P:BillingInfoV:S, P:FinalReviewR:S, P:FinalReviewV:S, P:ConfirmationR:S, and P:ConfirmationV:S. Create each of these based on the presence of the corresponding :E event being in the session. Set the event type as ‘count”, evaluate at the end of the session, and do not add any report group yet.

These events tell us how many visitors got to each step of the checkout process during their sessions.

Pyramiding the Session Events

Now string the process steps together by creating the following events. It’s easy to see why they are called pyramiding events. Event type is count, evaluate at the end of the session, and no report group. These tell us how many visitors saw each step, and did not miss a step. They are the most accurate source of information for conversion ratios, and will be used for error detection as well, as will be shown later.

P:Step1R:S - P:CartViewR:S

P:Step1R&1V:S - P:CartViewR:S AND P:CartViewV:S

P:Step1R&1V&2R:S - P:CartViewR:S AND P:CartViewV:S AND P:BillingInfoR:S

P:Step1R&1V&2R&2V:S -

P:Step1R&1V&2R&2V&3R:S -

P:Step1R&1V&2R&2V&3R&3V:S -

P:Step1R&1V&2R&2V&3R&3V:S -

P:Step1R&1V&2R&2V&3R&3V&4R:S -

P:Step1R&1V&2R&2V&3R&3V&4R&4V:S - P:CartViewR:S AND P:CartViewV:S AND P:BillingInfoR:S AND P:BillingInfoV:S AND P:FinalReviewR:S AND P:FinalReviewV:S AND P:ConfirmationR:S AND  P:ConfirmationV:S

Simple Count and Conversion Ratio Reports:

It is straightforward to create reports that show the counts for each event, and the ratio between any two of them. You can generate step-step ratios, or ratios from first step to any subsequent step, including confirmation.

In the chart examples throughout this post, the site had a seven-step process, so the pictures do not “quite” match up to the events described in the post. I wanted to use a very short hypothetical process for the text, to keep the post focused on core concepts. I trust you will not have any problem making the correlation and bridging the discrepancies between the charts and the text.

Pyramid Event Counts

image

Pyramid Event Ratios

 

Dimensions and Report Groups

How can we “slice” these numbers to get focused information? By using Dimensions and Report Groups! Lets examine the possibilities.

Things that are unchanged throughout the session (on the site I’m using for this post) include the AKAMI Country Code and the Session’s First Hit Referrer Domain

Things that may change at any time in the session include the Point Of Sale (POS) which the user can control (it changes the language) and is found in each response, the Currency of the purchase (which is based on the country in which the credit card is issued), and is always present in the CartView response, and the AmountList, which is a grouping, or “bucketing” of the cart’s sale amount. Another item that changes (but usually only once) is the customer’s loyalty program level if they sign-in.

Now, if we want to know the event counts for each country as reported by Akamai, we add a report group to each event that consists of a dimension that is populated by an event that fires on the first hit of the session and whose value is the value of the Akamai Country Code in a http header. Then in the report builder, we can drag the FirstSeenAkamaiCountryCode:E-F dimension to the chart of event counts, and filter on the top five. This groups the events by the country code that was seen on the first request of the session, and tells us which country has the highest number of visits to each step. Do this on the chart of conversion ratios, and it tells us which country has the highest (or lowest) conversion ratios

image

Now, if we want to know the event counts for referring domain, we add a report group to each event that consists of a dimension that is populated by an event that fires on the first hit of the session and whose value is the value of the domain portion of the HTTP_REFERRER. Then in the report builder, we can drag the DomainSessionReferrer:E-F dimension to the chart of event counts, and filter on the top five. This groups the events by the domain of the referrer that was seen on the first request of the session, and tells us which referrer has the highest number of visits to each step. Do this on the chart of conversion ratios, and it tells us which referrer has the highest (or lowest) conversion ratios.

image

If we want to know the event counts by POS, we add a report group to each event that consists of a dimension that is populated by an event that extracts (from every hit) the POS from the response, and in the report builder we can drag the POS:E-L dimension to the chart, and filter on the top five. This groups the step events by the POS that was last seen in the session. It is important to note that the POS can change after the last step of the process. The pyramid events are session events, and are evaluated at the end of the session. The value of POS stored in the report group for the pyramid events will be whatever POS was last seen in the last hit of the session.

image

Two-Dimensional Report Group

When the site is multi-currency, you cannot add the amounts of orders together. Adding Yen to Yuan to Reals to Peso to dollars makes no sense. It is important to consider both the amount and the currency together as a two-part object. We can accomplish this with a report group having two dimensions, Currency:E-L and AmountList:E-L. Populating these dimensions can be done with an advanced mode event. The details are beyond the scope of this already-too-long post, but can be found here. <insert>

Now in the report builder we can drag the Currency:E-L and the AmountList:E-L dimensions to the chart. We lose the graphical representation, but the tabular data shows which currency and amount buckets are the best performing. (I have no idea why there are [Null] entries – looks like I’ve got some troubleshooting to do :-)

image

Multi-dimension Report Groups

For fine-grained analysis, create report groups of multiple dimensions (up to four dimensions). For example, a report group consisting of the dimensions POS:E-L/LoyaltyStatus:E-L/DomainSessionReferrer:E-F lets us investigate the relationships between these three constraints on the purchase process events.

<insert>

Other dimensions you may want to consider adding are TrafficTypeE-F,BrowserType:-F,BrowserVersion:E-F,SessionDurationList:H

Make sure you look at the TrafficType:E-F dimensions or via searching, to see if there are robots getting to the first part of your process

What is “abandonment”

Abandonment is simply any session that has the first step of the checkout process,and not the last step. Use these two conditions to create a simple session event for P:Abandonment:S Since this means our customer left empty-handed, companies want to spend a fair amount of resources to investigate why this happens.What companies need are a way to quantify how much revenue is lost when an abandonment occurs. For this example, we will focus on the amount (and currency) that was in the last P:CartViewV:E of the session.

Extracting “loss” on an abandonment

Scraping off the amount and the currency from a response can be tough. The details are here <insert xref>.To summarize you need two advanced mode events (BB) with three regular expressions (RE). Both events use one same RE to recognize the entire class element that encloses the the currency and amount substrings. Each BB event uses one of the other two REs, to split the substrings out of the class element string. If you are lucky, the developers have repeated that pattern everywhere. If not, you may be looking at multiple Regular Expressions in these events.

Two dimensions are populated by these BB events StoreLastSeenRevenueCurrency:BB and StoreLastSeenRevenueAmount:BB, called RevenueCurrencyList:E-L and RevenueAmountList:E-L. The dimensions are populated with the “Last” value of the BB event, which itself fires on each occurrence of the event P:CartViewV:E.

The two dimensions can be combined into a single report group and attached to any checkout process event, but wait…. lets not waste a multi-dimension report group. The final report group we attach to abandon will have more dimensions…

The amount and currency that is being abandoned…

image

Extracting Error Messages

See <insertt xref here> for details. To populate the two dimensions x and Y, It takes two BB events with multiple Regular Expressions. These BB events look at a page for any class, span , or div pattern that contains the error class element, extract either the language-specific error message or the language independent error code, repeats down the whole page view, and aggregates these one or more substrings into one large aggregate string.

You can attach these dimensions to a step event, but they will always have the last seen event value – even if the last seen error was two hits back. Instead, we create an event G:AnyVisibleFieldError:E, and attach the two dimensions to this event along with the URL (Normalized) dimension. This provides an event whose dimensions can tell us “what is the most common error” for any specific URL or groups of URLs. That’s pretty potent! If you attached just these to the P:Abandoned:S event, you would know what error messages were seen last most often when visitors abandoned. Again, lets not waste a multi-dimension report group..

Top Error messages…

image

To find out which error message was last seen most often and sort by revenue lost, create a report group with all four dimensionss we’ve discussed

a/b/c/d

Now chart the P:Abandoned:E event in the report builder to see the culmination of our efforts which error messages are seen for the largest amount of abandoned shopping carts, grouped by currency and amount list and errormessage (and errorcode)…

image

Throw in the revenue amount list to group these

image

 

The P:Abandoned Event

  • Evaluate at End of Session
  • Fires if teh session has a ProcessStart and NOT a ProcessEnd event
  • Numeric Type of value
  • Store the value amount shown at ProcessStart
  • Report group contains RevenueCurency:E-L; RevenueAmount:E-L and AggregateVisibleFieldErrorMessage:E-L

I hope this has helped you understand process events, and given you some ideas for expanding your use of tehm.

Tuesday, October 9, 2012

V8 Event Naming Conventions

With the introduction of the new event models in Version 8 of Tealeaf, new capabilities  and terminology require another look at how events are named. Event naming is strictly “by convention” – you can name an event anything you want, but after you have 500+ events, finding one again a few months later is much easier if the event names all follow some conventions.
Good conventions means that anybody who looks at an event name can get a very good idea of what it does. Good conventions reduce maintenance cost by reducing the number of duplicated events created by different event administrators, and good conventions make it easy to pass along the institutional knowledge when new event administrators are brought on board.  

Terminology and Definitions

All licensed users have access to the online documentation appropriate to their version of tealeaf. One very useful piece of this documentation is the Glossary of Terms. Everyone in your organization who uses tealeaf or consumes the reports generated by  tealeaf should review this document so that everyone shares the same terminology. To access the Glossary, Start the Portal, enter “Glossary” in the Search Online Help and search. While the results page is empty (as of V8.45), enter Glossary again in “Site Search All Spaces”, search, and you will be shown links to the tealeaf glossary.
The important terms, from an event perspective, are:
Hit Attribute: The pattern you are looking for! This is the foundation of the whole eventing system. Three important things:
1) Text String: - a fixed constant pattern of characters, in either the Request or the Response
2) Start Tag/End Tag – a constant pattern of characters that make up the start of the pattern (Start Tag), and another constant pattern of characters that make up the end of the pattern (End Tag). Everything between the Start Tag and End Tag make up the '”value” of that particular Hit Attribute
3) RegEx Pattern – a way to better refine the data between the Start/End tags. Using RegEx (or RegExpr) patterns and match groups, you can pull out just specific portions of the character strings between the Start and End tags, and give the Hit Attribute the value of just some substring(s) of the full data between the Start/End tags
There are a few other things about Hit Attributes you may need for particular scenarios, but these are Big Three that every user needs to understand. When you are looking at reports – you’re looking at how often Hit Attributes and their combinations and permutations occur
Event (Basic) – The Hit Attribute “happened”. That is to say, a user submitted or received an interaction with the Web Site that matched the pattern in the Hit Attribute. Now hold this thought – we’ll come back to it in a minute. (of course, Events can get much more complicated, as we’ll see later)
Dimension – Remember how Hit Attribute could have a Start and End tag, and the “value” of the HA was the stuff between the tags (as possibly refined by the RegEx)? You need a way to store these values, and count them. Dimensions define a virtual storage location. Let’s say that in a hypothetical Hit Attribute, there are three different values. And over the course of an hour, the Hit Attribute has appeared 100 times. The Dimension lets us record how often each value appeared. The sum of these counts will equal to 100. Each value of the “dimension” may appear for 0 to 100 times. For example, your site includes a PointOfSale (POS) pattern in response, and there are three values for the POS (us,ca,mx). You could create a POS dimension, its’ values are us, or ca, or mx, and if you record the dimension for a particular event, you would know how often the event happens for each of the three POS values.
We call dimensions “virtual storage” because they define what is to be recorded. The actual storage and reporting is done in Report Groups.
Report Group – Report Groups are created from Dimensions and attached to Events. They provide the actual storage for counting the values of a Hit Attribute. Any Report Group can have 1, 2, 3, or 4 Dimensions. Any Event can have an unlimited number of Report Groups with a single Dimension, but may only have up to four Report Groups with multiple dimensions. This restriction has a big impact on analysis, as we will see later.
Why have both Report Groups and Dimensions? Lets take for example an event that records visits to our product search page, and another event that records visits to the purchase confirmation page. Both pages have the POS pattern. The number of users (and POS distribution) that visit search is different form the number of users (and POS distribution) that visit the purchase confirmation page. The Dimension tells Tealeaf what to record for each event, and attaching the same Report Group to both events provides the two distinct locations for recording the POS distributions.
Session Attribute – A Session Attribute is a named storage location associated with a session. Session attributes can be populated by events or hit attributes. When populated, the previous value of the SA is overwritten. Thus, the SA is said to store “only the last value”. The Session Attributes can be displayed as columns on Search Result pages.

Basic Naming Convention

The tealeaf system has a number of places where event names are displayed in only about 20 characters, and cannot be widened. So it’s important to try and get your events identified ‘early” in their names
The pattern I recommend looks like this:
FunctionalArea:DescriptiveName(R/V):FrequencyOfOccurrence
FunctionalArea – This refers to the “functional area of your site”. I use the letter G to represent events that can happen anywhere (Global). Beyond that, its completely depended on what your site does, and the list will evolve over time as the site evolves. It is a good idea to create a separate document that lists the functional areas, and some identifying characteristics (either a portion of the URL-path, or a specific tag in the response) of each. If you are fortunate, the development team will incorporate information in each Response that specifically identifies the functional area (and even sub-area) to which that response belongs.
In the interest of keeping the event names short and descriptive, a two-letter or three-letter abbreviation of the functional area should be used, in place of a long name. Keep the list of abbreviations in the same document as your functional areas document.
I also recommend using :Err in the FunctionalArea portion to identify events that record error conditions. so G:Err would be errors that could occur anywhere on the site.
DescriptiveName(R/V) – Everybody has different ideas on what should be placed here. I will start by listing some “Do’s and Don’ts”, based on experiences with evolving sites, then go on to what I recommend.
Don’t use the phrase “step1”, or “step2” in an event name. As soon as the developers release a new feature that inserts itself between two existing steps, or they condense two existing steps into a single page view – then all your “step” number have to get changed. Instead of putting “step” in the event names, use the Tealeaf Reports to organize the events into process steps. The exception is creating “pyramid” session events for processes, which we will discuss later.
Do take great pains to create separate events for the Request for a page and the Delivery of the page. For example, if your site has a page /myaccount, one event DescriptiveName could be “MyAcountR” to measure how often users request that URL, and another event could be “MyAcountV” that measures how often the page is delivered (using a tag or pattern in the actual response). Because you have separated the request from the delivery, you can measure the percentage of how often the page is successfully delivered, and you can perform searches to find sessions where a page is requested but NOT delivered. I like to use the letters R and V at the end of each DescriptiveName to indicate this separation. If a DescriptiveName does not end in R or V, then it is usually a combination of other events, or an event that detects a redirect condition.
FrequencyOfOccurrence – the last portion of the name should show a user, at a glance, if the event will fire on every occurrence of the pattern, or if it fires only once in a session. It’s much better to have this in the event name, than having to go look up the event definition to determine it. I recommend the following abbreviations:
:E – EVERY. The event triggers and is recorded on every occurrence.
:S – Session. The event is evaluated at the END of the session, and the timestamp of the event is recorded as occurring at the end of the session.
:O – Once. The event is evaluated on every hit. the event is recorded the FIRST time it occurs. The timestamp of the event is the time of the hit on which it first appears.

The difference between :S and :O is important! if you are measuring “process steps”, and you plan to create conversion metrics from these events, then use :S. All of the events then happen in the same hour. If you want to be able to find something “the first time it happens in a session”, then use :O. In general, use :S for anything you want to record just once, and only use :O when you are searching for just specifically the very first occurrence.

 

Naming Convention for Error Events

In general, I like to use :Err after the FunctionalArea to indicate an error. it is easy to search for :Err when you are searching for specific error events in places where events are selected.
There is another convention I recommend for error events. Errors can be caused by the user making an entry that is “disallowed”, or an error can be caused by the web application faulting. For error events that are trigged by user disallowed activities, I suggest (USR) as part of the event Name, and (SYS) if the event is caused by a failure of the web application.

Naming Convention for Hit Attributes

In general, naming conventions for hit attributes can be much less restrictive then the conventions for event names. Tealeaf users see Hit Attributes only when they are looking at event definitions. With this in mind, you should consider naming the HAs so they make sense when refereed to as event conditions or event values to record. To continue with our example from above, the POS hit attribute could be named POSExtractedFromResponse or POSFromURLVirtualPath. These names would accurately reflect where the hit attribute is drawing its data from. Sometimes, I will use the StartTag, the elide symbol (…) . and the EndTag for the HA name, e.g., class=”FieldError>…</span. While that name may seem a bit weird, it very accurately describes what the HA extracts from the hit.
Don’t prefix your HA with HA, or use the word Hit Attribute in the name. Your wouldn’t call you kid “Child:John” would you? The fact that it is a Hit Attribute name can be inferred from how it is used.
Using the words Request or Response (REQ or RSP) in the HA is a matter of preference. I usually like to have (REQ) or (RSP) at the end of a HA name just to remind myself where it came from, so I use the right one in an event. For example “nameOnCard(REQ)” vs. “nameOnCard(RSP)” would remind me that on the first case, the HA extracts the information from what the user submitted, while in the second case the HA extracts the names from a pattern found somewhere in the response, perhaps a div or span with that name.

Naming Convention for Dimensions

Keep the Dimension names short. You will see later I recommend that Report Group names be constructed from the Dimension names that make up the Report Group. So having long Dimension names leads to unwieldy Report Group names.
Dimension names are shown to users in the Report Builder. They will be dragging these to the X-axis and to the Segment selector to slice event counts. keep them short, and as descriptive as possible, so users’ know what they are seeing.
There are different ways to populate a Dimension, and it makes sense to include something in the Dimension name to indicate to the user what was used to populate the dimension.
  • Dimension is populated by a Hit Attribute. When the event fires, the appropriate HA must be present on the hit. If the HA is not present, the value assigned to the dimension is [null]. I like to use :H as the last characters of the Dimension name.
  • Dimension is populated by the value of an event, either “first” or “lastest”. “first” is used occasionally, but “latest” is one of the most important ways to populate a dimension. The system “looks back” to the last time an event fired, and records the value of the “lastest” of that event. These are great for  recording the “state” of the end-user’s session. I like to use :E-F and :E-L as the last characters of the Dimension name when they are populated by events 
  • Dimension is populated by a Session Attribute. I’ve never found a need to populate a dimesnion from a session attribute. Instead, I populate the dimension from whatever event is populating the SA.

 

Naming Convention for Report Groups

If you construct the Report Group name from the Dimensions used by that Report Group, it makes it very easy to select the appropriate Report Group(s) to assign to an Event.If you wish to report a single Dimension Report Group, I suggest simply copying the Dimension Name and creating the Report Group with exactly the same name. Using Tealeaf’s built-in Report Group creator appends DG_ in front of the Dimension name. I find this prefix to be of little value, so I prefer to simply copy the Dimension name. Back to a previous rhetorical question: you wouldn’t name your dog as DOG_Spot, would you? That a Report Group can be inferred from context means there is no needs to add the DG_ prefix.
Here are some examples: URL:HI/App:HI/Host:HI/Server:HI; URL:HI/POS:E-L; URL:HI/FirstErrorCodeOnPage:E-L/FirstErrorMessageOnPage:E-L
Because the Report Group Name is only used by administrators (Users see only the Dimension names), there is no reason why the RG name can’t be as long as you want, to be descriptive.

Naming Convention for Session Attributes

Session Attributes are good for holding “the last value seen in a session”. They can be displayed on the search results pages, as well as be searched for. The classic example the Tealeaf supplies is “login”. This holds the last value the user entered for a login (assuming the event is properly created).
There are no specific conventions for Session Attributes. With the V8 ability to create events that look back at the value of previous events, the old V7 use of session attributes to hold state is no longer necessary. Events can now detect a change in a field without having to use session attributes as a storage location. They have become simply repositories for information you wish to display on a search results.

Naming Convention for Advanced Mode events

There is a subtle point for the event popups (however over an event and a popup (tooltip) with information about the event appears) that makes it important to note somewhere that an event uses Advanced mode. When you first create an event, you must assign it some condition on which it fires. If you later turn on advanced mode and modify the event, the original condition remains in the event popup! Say you created the event as firing on condition A. If you edit the event in advanced mode, and change it to fire on condition B, the tooltip for that event does not change – it still shows it as being dependent on condition A. Same for the event value. For these reasons, anytime you create an Advanced mode event, I suggest that the event description start with [ADV]. I recommend the description as the place to record this, because it only needs to be present in the same place the incorrect tooltip appears. The event descriptions also appear in those tooltips. Having [ADV] in the description tells the experienced tealeaf user that the conditions or values shown on the tooltip are not necessarily the conditions or values used by the event.

That’s it for naming conventions. I hope you are able to put these to good use in your organization!