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User Guide
Discovering The New Customer Journey
with Smart URLs
Data-Driven Insights, Monitoring and Reporting for Content, SEO, and Influencer Marketing
kontextURLs User Guide
Table of Content
1.kontextURLs User Guide 2
1.2 What are kontextURLs? 3
1.3 Deeper Metrics for Meaningful Data 4
2. Where do I start? 5
2.1 Define Your Reporting Framework 5
2.2 Configure Your Content Tags 6
2.2.1 Content Tags 6
2.2.2 Taxonomy (Optional) 7
2.2.3 Configure Your Campaign/Content Engagement Dashboard 8
2.3 Create and Distribute Your kontextURLs 9
2.3.1 How to Create a Single kontextURL 10
2.3.2 How to Create Multiple kontextURLs 12
2.4 Monitor Your Content (What Do I Do?) 16
2.4.1 How is a single kontextURL performing? 17
2.4.2 How is my campaign (multiple kontextURLs) performing? 17
2.5 How Do I Generate Reports on my kontextURLs? 18
2.5.1 kontextURL Tag Report 18
2.5.2 kontextURL Engagement Report 18
2.5.3 Advanced kontextURL Engagement Report 20
2.5.4 API Access 20
3. Advanced System Settings & Features 21
3.1 More on Data Beacons and Custom Dashboards 21
3.2 Filtering out Bots 24
4. What is a Conversion Path? 25
4.1 Reporting on content ROI 25
4.2 Conversion Path Visualization 26
4.3 Decisions you can make with conversion path analytics 27
5. Lead Scoring Integration 28
6. Using kontextURLs with Paid Campaigns 30
7. Advanced kontextURL Features 31
7.1 Google Analytics Integration 31
7.2 Using kontextURLs for Dynamic Content and A/B Testing 32
7.3 Pass Dynamic Cookie Information 32
Glossary 33
1.
1. kontextURLs User Guide
Every performance-driven marketer seeks to answer these questions:
What is working?
What is not working?
How do I prove it?
kontextURLs technology helps marketers answer these questions across paid, owned and earned
for both on-site and off-site digital campaigns.
As a marketer, you are most likely using content on your website and tracking its engagement
using embedded analytics such as Google Analytics. However, tracking the content living outside
of your website, including off-site and offline, can be a more difficult proposition. How do you
track the true engagement (clicks) from links within social posts or those which have been
shared multiple times? How do you distinguish which types of content (i.e., blog posts, videos,
infographics, ads) are the top or bottom performers? If you are starting to use influencers to reach
your target audience, how do you measure their effectiveness, if you do not have access to their
websites or analytics accounts?
Using kontextURLs will provide in-depth insights into engagement with this and any of your off-site
content, such as what content is working best, where and with whom. kontextURLs provide unique
user engagement metrics versus the broad brush social metrics of likes, shares and follows.
2.
1.2 What are kontextURLs?
kontextURLs are an enterprise-ready smartURL system. They are shortened URLs with cookies
and infinite Content Tags to track and report on the engagement (clicks) of off-site and on-site
content. These short URLs, which can be white-labeled, are associated with and redirect visitors to
a Destination URL (piece of content).
Example:
Short URL - gshift.it/kontextURL redirects to
Destination URL - http://www.gshiftlabs.com/web-presence-analytics/software/kontextURLs/
Many brands use content on their websites and track it using embedded analytics (i.e., Google
Analytics); however, tracking content
performance and engagement occurring gTip
outside of your website can be more kontextURLs can be used to track any content,
difficult. anywhere - i.e., on your website, off your
website, paid ads, links in social posts, offline
The true power of kontextURLs lies in (billboards, ads), etc.
Content Tags and the ability for marketers
to assign attributes to off-site or on-site
links, which they will use for segmented data analysis and reporting. Content Tags can be used
to track engagement by Campaign, Channel, Content Type, Influencer or any other data point you
wish to measure.
This graphic shows how a piece of content can be tagged, distributed/amplified by multiple
authors across multiple channels, tracked and reported on.
3.
1.3 Deeper Metrics for Meaningful Data
Deeper metrics, which explore engagement and retention, will paint an accurate picture of how
real your perceived audience is and help you to realize a more accurate ROI for your campaigns.
Creating a report based on deeper metrics will help you to identify the true performance of your
content and enable your team to make smarter, more informed decisions on your strategy moving
forward. Deeper metrics can certainly vary depending on the goals of each campaign, however,
below is a good starting point for engagement analytics.
• An Engagement Timeline - How many clicks have been received over a specified time period?
• Engagement by Content - Which pieces of content are receiving the most or least clicks?
• Engagement by Channel - Which channels are your top and bottom performers?
• Engagement by Influencer - Which of your influencers (who are really just channels through
which you distribute content) are the most engaging? Who is getting clicks on their content and
where?
• Content Conversion Rate - Which content, distributed where, is the most effective at getting
your audience to convert (i.e., fill in a form, download a document, make a purchase)?
This guide will help you obtain and report on the true and full engagement of your content.
Question
HOW DO YOU CURRENTLY TRACK THE TRUE
PERFORMANCE OF YOUR CONTENT?
4.
2. Where do I start?
Of course, start at the end to get to the beginning. Our recommended approach is to begin by
identifying what you want to report on. What are the primary goals for your digital marketing
campaigns and what data do you want to gather, monitor and report on in order to measure
success? Working backwards from the report to your Content Tag structure will ensure your
kontextURLs are configured to gauge performance and will enable you to be able to make
actionable decisions about how to optimize and build on your successes and address your
shortcomings.
Here is the process we recommend following to get the most out of kontextURLs.
5.
2.2 Configure Your Content Tags
Once you have determined the data you need to report on, configure the Content
Tags (Tags) to capture the data. Below are examples of Content Tags:
Segment your data in as many ways as you choose. Compare this to the number of ways you can
categorize your data today.
Below are some Standard Content Tags and Tag Values. This is a basic inventory of tags to assist in
typical engagement reporting scenarios.
e
Content Type Web Page, Blog Post, Social Post, Ad, Article, Blog Post
l
Press Release, Directory Listing, Image, Video,
Audio.
p
Country Countries to which content will be distributed/ U.S.
targeted.
m
Channels Website, Blog, Social, Twitter, Facebook, LinkedIn, Twitter
a
YouTube, Instagram, Google+, Pinterest, Slide
Share, Google Adwords, Bing Ads, Press Release,
x
Offline.
E
Author/Content Creator Names of content authors Jim
Influencer Names of influencers who will distribute the Mike
content.
Campaign Names of individual Campaigns. Fall 2016 Promo
Document Type HTML, PDF, DOC, Slideshow, Image, Video, Audio Not Used
Sales Funnel Stage Stage of the buyer’s journey the content has been Not Used
attributed to.
6.
Additional/default Content Tags are also added to content by gShift, behind the scenes, when
kontextURLs are clicked on. These include the following:
**The tags above provide additional details about the engagement of your content, which you
otherwise will not know.
Separate taxonomies should be created if there is more than one way to organize your data;
perhaps by Division/Department, by Year or by Season, where the click data to be reported on is
different.
7.
Simple Marketing Taxonomy Example
• Campaign
• Channel
• Content Type
• Sales Funnel Stage
We suggest starting small and collecting data on a few key metrics. Here’s an example of a typical
Campaign Dashboard (figure 2.1) comprised of three configurable Data Beacons (Data Beacons are
customizable views of data, in this case, click data) including a breakdown of clicks by Geography,
Real-Time Click Activity, Top Content by Clicks, Clicks by Channel and Clicks by Influencer.
2.1 Campaign Dashboard
Data Beacons are easily configurable through the following steps (Figure 2.2):
1. Title the Beacon
2. Choose Date Range
3. Choose the Data Format (Table, Bar Graph, Pie Chart, Timeline)
4. Filter by Tag and Tag Value e.g. Tag = Channel, Tag Value = Twitter, FB, etc.
5. Save the Beacon
6. Bask in the glory of your click data reporting thus far.
8.
2.2 kontextURLs Configuration Dashboard
9.
2.3.1 How to Create a Single kontextURL
Follow these 8 steps:
1. URL to be Tracked:
Be sure to specify the correct
protocol (HTTP or HTTPS)
2. Domain:
Select a domain for your URL.
Note: You can use gShift.it or a
white-labeled domain of your
choosing.
Contact support@gshiftlabs.com if
you need assistance setting up a
white-labeled domain.
3. Friendly/Vanity Path
(Optional):
Enter a vanity or friendly URL
extension to be used after
the domain for branding and
recognition purposes. If left
empty, a random extension will be
auto-generated when the URL is
created.
gTip
A vanity or friendly URL should be used when a link cannot be clicked on and needs
to be remembered/typed in.
10.
4. URL Title:
Enter a Title for your URL for
reference in reporting. Try to keep
it both short, but descriptive, for
easy identification in Data Beacons
and Reports.
gTip
Develop a standard naming convention for your kontextURL titles so report labels
make sense.
For example: a blog post shared in the Fall campaign, via Twitter, could be titled
BlogTitle-Fall2016-Twitter
5. Description (Optional):
Enter an optional description for
your URL for additional reference.
6. Tags:
Select Tags (click here to learn
more about Content Tags) you
would like added to the URL.
11.
7. Tag Values:
Select the Tag Values you would
like added to the URL.
8. Create:
Click this button when you have
entered all of the information in
order to create the kontextURL.
Note: You can find a list of all your kontextURLs in the kontextURL List section.
12.
2. Domain:
Select a domain for your URL.
Note: You can use gShift.it or a
white-labeled domain of your
choosing.
Contact support@gshiftlabs.com
if you need assistance setting up
a white-labeled domain.
3. Privacy/Cookie Setting:
Select to enable, disable or let
the user choose to use tracking
cookies.
4. Redirect Type
(Optional):
The type of redirect you choose
will affect how the URL behaves
when clicked. 301 redirect is the
default. Switch to Javascript
redirect if you need to pass data
into a 3rd party software,
i.e., HubSpot (see page 28)
5. Select Tags:
Select Tags (click here to learn
more about Content Tags) you
would like added to the URL.
13.
6. Select Tag Values:
Select Tag Values to create the
tag combinations to be used with
your kontextURLs.
7. Reset:
This will clear all settings you
have configured.
8. Next:
This will create your kontextURLs
with the selected tag value
combinations and take you to the
next step.
14.
9. Friendly/Vanity Path
(optional):
Enter a vanity or friendly URL
extension to be used after
the domain for branding and
recognition purposes. If left
empty, a random extension will
be auto-generated when the URL
is created.
gTip
A vanity or friendly URL should be used when a link cannot be clicked on and
needs to be remembered/typed in.
15.
12. Destination URL
(optional):
You can edit the destination URL
here to change where the
kontextURLs are pointed.
13. Save:
Click this to save all of the
changes and the kontextURLs.
14. Reset:
Click this button to clear all of
your changes and to start over.
16.
2.4.1 How is a single kontextURL performing?
You can access detailed engagement metrics for each kontextURL created via the kontextURL List
including:
• The total number of clicks and unique clicks over the life of the kontextURL.
• A timeline view of clicks and unique clicks.
• A breakdown of the days of the week and times of the day clicks were registered.
• The global geographic distribution of all clicks over the life of the kontextURL.
• A .CSV download of all click details per click including:
• Time Stamp
• IP where click occurred
• Referrer i.e., domain where link was clicked
• Device Type
• Device
• Browser
• O/S
• Geo location – country, state, city, longitude and latitude
• Your selected Content Tags
17.
2.5 How Do I Generate Reports on my kontextURLs?
Generate a report based on the Content Tags and Tag Values created at any point
during or after your campaign has run.
There are three kontextURL Engagement Reports you can run to gain a historical view of your click
data. They are as follows:
• kontextURL Tag Report
• kontextURL Engagement Report
• Advanced kontextURL Engagement Report
Example: Generate an .XLS report for a specific campaign (filtered by Tag Value = Campaign B)
and grouped by Social Channel (grouped by Tag = Social Channel).
2.5 .XLS Output Of kontextURL Click Data
18.
This report can be configured to provide a Total Engagement Timeline and/or the Top Performing
(refer to figure 2.6 & 2.7):
19.
2.5.3 Advanced kontextURL Engagement Report
If you require data beyond the Content Tags set in the standard report, use the Advanced
kontextURL Engagement Report to pull data from custom tag values and date ranges. This report is
available in tables, charts, Excel or PDF formats.
20.
3. Advanced System Settings & Features
There are five areas to be configured within kontextURL settings. This is usually done when the
kontextURL account is first created.
21.
A. Generic Data Beacon
This Beacon can be configured to display total and unique click data for a specified date range
in a tabular, bar graph, pie chart or timeline format. The click data displayed in this Beacon can
be filtered by kontextURL, Tag (e.g. Campaign, Channel, etc. ) or Tag Value (e.g. Twitter, Email,
etc.) and then also grouped by Tag, Tag Value or kontextURL.
3.1 Generic kontextURL Data Beacon Displays
Example: You may want to see the engagement for all kontextURLs within a specific campaign
(filtered by Tag Value = Campaign A) and grouped by Social Network (grouped by Tag =
Social Channel).
22.
B. Geographic Distribution Beacon
This Beacon (figure 3.1) can be configured to display the geographic breakdown of clicks on a
world map for a specified date range. The click data displayed in this Beacon can be filtered by
kontextURL, Tag (e.g. Campaign, Channel, etc.) or Tag Value (e.g. Twitter, Email, etc.).
3.1 kontextURL Geographic Distribution Beacon
Example: You may want to see the geographic engagement for all kontextURLs within a specific
campaign (filtered by Tag Value – Campaign A).
Note: The gShift Dashboard Reporting feature can be used to generate a PDF of all Beacons within
any given Dashboard. Alternatively, a snapshot (.JPG) can be taken of any Beacon or the data from
a Beacon can be downloaded in .CSV format. Have your data your way.
23.
3.2 Filtering out Bots
Website traffic generated by bots (automated referral spam) is an industry-wide issue. In some
cases, this false traffic can account for up to 60% of clicks on any given piece of content. As such,
gShift offers a bot filtering option to filter out these clicks and only report on real, human traffic.
This filtering option is available and turned ON by Default within both gShift kontextURL Data
Beacons and kontextURL Reports.
Note: Bot filtering is a key tool for managing traffic and engagement expectations. You must
decide before creating a campaign whether or not you will be filtering out bots. Turning on
bot filtering mid-campaign will have an effect; creating a significant dip in engagement. We
recommend starting and continuing a campaign with bot filters turned on for apples-to-apples
data.
24.
4. What is a Conversion Path?
A conversion path is a connected path of discrete pieces of off-site or on-site content, which ends
at a desired conversion point. This conversion point may be a link or button to be clicked on, a
thank you page following a form submission or a check out page following a purchase. We believe
there is no such thing as a stranded piece of content or ‘no content shall be an island’ where a
buyer is left without an option. Each piece, whether on-site or off, should lead to another piece of
content until a final end point is reached.
25.
4.2 Conversion Path Data Beacon
This beacon (figure 4.2) provides a visualization of a Conversion Path. A Conversion Path is broken
down by steps each showing the number of clicks IN, the number/average clicks to the next step
and the number/average clicks OUT (Exits).
4.2 Conversion Path Data Beancon
The Conversion Total is calculated based on the number of conversions x the Conversion Value.
Total Spend is the total amount spent on building, hosting and distributing the content across all
of the steps of the path.
26.
4.3 Multiple Conversion Path Data Beancons
Multiple conversion paths (figure 4.3), which have the same conversion point, but different steps
to reach it can be set up and then visualized side-by-side in a Dashboard to monitor and identify
which path is most effective. In the following example, both paths end on the same Thank You
page.
Conversion Path 1
Step 1 - Twitter Post with link to Landing Page A
Step 2 - Landing Page A with a form and Call to Action (CTA) button or link
Step 3 – Thank You page (i.e. Conversion)
Conversion Path 2
Step 1 – Facebook Post with link to Landing Page B
Step 2 - Landing Page B with a form and Call to Action (CTA) button or link
Step 3 – Thank You page (i.e., Conversion)
27.
5. Lead Scoring Integration
HubSpot Integration and Off-Site Content Lead Scoring
gShift’s HubSpot integration enables kontextURL click information to be sent to HubSpot for
integration with existing on-site page views and contact lead scoring. HubSpot users can now see
3rd party off-site engagement, through kontextURLs, in the exact same way they see and score on-
site content engagement, thereby enabling more accurate lead scoring.
How it Works
When a kontextURL is resolved and the browser is redirected to the destination URL, the redirect
process invokes the same HubSpot tracking code as if the browser were viewing/accessing onsite
content.
Lead Scoring, Lead Stages, Contacts and Pageviews are all managed in exactly the same way in
HubSpot. However, HubSpot users will now also associate Lead Scores with kontextURLs used for
off-site content.
gShift Setup
5.1 gShift kontextURL Account Configuration
1. Add the HubSpot Portal ID under the tracking codes tab in kontextURLs Settings.
2. Select JavaScript Redirect as the Default Redirect Type, if the majority of the kontextURL clicks
you will be recording will be passed to HubSpot as page views.
5.2 HubSpot Account Configuration
28.
HubSpot Setup
1. The domain used in kontextURLs needs to be setup as a cross-linked domain in HubSpot under
Reports>Settings.
2. A contact conversion form in HubSpot needs to be created (or use an existing form).
3. A cross-domain link needs to be created to link the kontextURL domain to the on-site property
domain. This can be accomplished by creating a kontextURL for any on-site content page.
29.
6. Using kontextURLs with Paid Campaigns
kontextURLs can be used to track and validate paid ads, including Google AdWords or sponsored
social media posts. They provide the ability to create better segmented and consolidated reporting
via Content Tags, Conversion Paths and real-time click tracking.
Although most platforms offer their own top-level analytics, kontextURLs enable you to see how
each piece of content your distribute is performing in one place. This is particularly important if you
are running ads across platforms. Separate conversion paths can be created for each channel and
then compared to validate your campaign spend and quickly refine ads which aren’t performing,
thereby saving you money and maximizing ROI.
Click here to learn how to configure kontextURLs for use within Google AdWords.
30.
7. Advanced kontextURL Features
There are several Advanced kontextURL features you can use to:
• Customize how/where you report on content engagement
• Generate dynamic content based on which Tag Values have been invoked
• Pass dynamic cookie-based data through to a CRM or other third-party application
7.1 Google Analytics Integration 7.1 Tag Forwarding and Aliasing Configuration
31.
7.2 Using kontextURLs for Dynamic Content and A/B Testing
kontextURLs can facilitate Dynamic Content Redirection via an .htaccess file included on your Web
server. Redirects enable you to direct website visitors to specific content based on criteria you
define related to the URLs/Content they are engaging with. For example, you may wish to direct all
those who engage a piece of content on Twitter to one piece of content and those all who engage
with a piece of content on Facebook to another. These redirects can be based on the following:
kontextURLs, Content Tags/Tag Values and/or dynamic aliases.
The rewrite rule above takes the value which is in the “Page” attribute and will change the
destination page accordingly. For example:
32.
You’re Done!
You now know how to use kontextURLs to start tracking your off site content and start illuminating,
what we like to call, the Dark Funnel.
Thanks for taking the time to read our guide on kontextURLs. If you have any questions, comments,
or concerns about our kontextURLs user guide, please feel free to contact us anytime and we will
be happy to answer.
Glossary
What is off-site content?
Off-site content is any piece of content you distribute off of your primary website, and for which
you do not have direct access to analytics data. These may include social content, 3rd party blog
posts, press releases, directory listings, articles on 3rd party websites or offline content.
While organizations understand the need for distribution and influence, they lack visibility into the
metrics required to evaluate their off-site content performance properly.
The off-site and on-site customer journey is no longer a straight line. Rather, potential customers
will engage through several off-site channels, in whatever order suits them best and will go in
and out of an organization’s website before choosing to self-identify, make contact and convert.
Consumers lead the charge in how they choose to engage with brands and their content.
To learn more about the new customer journey, watch our video on The Dark Funnel
What is a Taxonomy?
A taxonomy is a logical grouping of Content Tags or a Tag structure, which enables larger
enterprises to keep content and reporting focused and organized in a meaningful fashion. Common
examples of taxonomies are eCommerce website navigation (how are products organized to make
them easier to find) or the Dewey Decimal System in a library designed to help people find books
faster.
Taxonomy examples: If your organization is a large enterprise/brand, you may create taxonomies
by department (e.g. sales vs. marketing). If you’re an agency, you may create different taxonomies
for different clients depending on their reporting needs.
34.