Tracking downloads in Sitecore Experience Analytics

This blog is generally aimed at developers whereas the contents of this post could be categorized as a topic for marketers, but I’ve decided to include it as its likely something a Sitecore dev could get asked about and its also quite useful to know about.

Out the box Sitecore’s Experience Analytics comes with a set of pre-configured reports to give insights into the sites visitors. Previously I blogged about Populating the internal search report in Sitecore which unless done will probably lead to someone asking why it’s blank. Another report which initially won’t show any data is downloads.

AnalyticsBehaviourTab

Located under behavior there is actually now two reports relating to downloads. The Assets report and the Downloads report.

Assets, in Sitecores words – “Describes your marketing assets or content used to attract contacts to your website and increase their engagement with your organization.”

Downloads – “Describes your specific assets, their download activity, and their value.”

These reports are populated by assigning a download event to a piece of media and organizing it as a marketing asset.

Adding a download event to an item

Sitecore doesn’t know which items you think are important to track as downloads so content editors need to mark them manually.

  1. Go to the Media Library

    Media Library

  2. Select the item you want to track as a download

    Select Item

  3. From the ribbon select the Analyze tab and click Attributes

    Click Attributes

  4. Select download form the list of events

    Select Download Attribute

  5. Remember to publish your changes.

Categorizing an Asset

By assigning a marketing asset type to your items they can be grouped for analysis. Such as grouping downloads into categories like white paper and product brochure.

  1. Before you assign a marketing asset to an item you will first need to create your assets. On the Sitecore Launchpad, open the Marketing Control Panel.

    Marketing Control Panel

  2. Go to Assets which is located under Taxonomies.

    Asset

  3. Create your set of Asset Groups and Assets within each. In this example I’ve created a group called Content and Assets called Instruction Manual and Product Brochure.

    Assets

  4. Navigate to the item you want to assign the asset to and select the relevant asset in the marketing asset field.

    Marketing Asset on Item

  5. Publish all your changes.

The result

Now you’ve set a download event and a marketing asset, the assets and downloads reports will start populating.

Going Further

The concept of having to tag every download as a download may seem a little tedious and also prone to being missed in the future. If all your downloads are PDF’s and you want to track all PDF’s as a download, one way to make life easier is to update the standard values on the PDF template item (/sitecore/templates/System/Media/Unversioned/Pdf) so that it always has the attribute of download. The content authors will still need to do the marketing asset categorization, but at least this gives them 1 less thing to do.

Populating the internal search report in Sitecore

Out the box Sitecore ships with a number of reports pre-configured. Some of these will show data without you doing anything. e.g. The pages report will automatically start showing the top entry and exit pages as a page view is something Sitecore can track.

Other’s like the internal search report will just show a message of no data to display, which can be confusing/frustrating for your users. Particularly when they’ve just spent money on a license fee to get great analytics data only to see a blank report.

Internal Search Report

The reason it doesn’t show any information is relatively straight forward. Sitecore doesn’t know how your site search is going to work and therefore it can’t do the data capture part of the process. That part of the process however is actually quite simple to do.

Sitecore has a set of page events that can be registered in the analytics tracker. Some of these like Page Visited will be handled by Sitecore. In this instance the one we are interested in is Search and will we have to register it manually.

Search Event

To register the search event use some code like this (note, there is a constant that references the item id of the search event). The query parameter should be populated with the search term the user entered.

using Sitecore.Analytics;
using Sitecore.Analytics.Data;
using Sitecore.Data.Items;
using Sitecore.Diagnostics;
using SitecoreItemIds;

namespace SitecoreServices
{
    public class SiteSearch
    {
        public static void TrackSiteSearch(Item pageEventItem, string query)
        {
            Assert.ArgumentNotNull(pageEventItem, nameof(pageEventItem));
            Assert.IsNotNull(pageEventItem, $"Cannot find page event: {pageEventItem}");

            if (Tracker.IsActive)
            {
                var pageEventData = new PageEventData("Search", ContentItemIds.Search)
                {
                    ItemId = pageEventItem.ID.ToGuid(),
                    Data = query,
                    DataKey = query,
                    Text = query
                };
                var interaction = Tracker.Current.Session.Interaction;
                if (interaction != null)
                {
                    interaction.CurrentPage.Register(pageEventData);
                }
            }
        }
    }
}

Now after triggering the code to be called a few times, your internal search report should start to be populated like this.

Internal Search Report Populated