Remote Meta Data Collection for SAINT — Suite Talk
With the latest release of Seach&Promote there is an exciting new integration geared at making your life just a little bit easier. Search&Promote now has the ability to export the meta data about the content it indexes to SAINT, without .….…(wait for it).….…. any IT involvement. Let me give you an example of what I mean if I am collecting a friendly product name, the average star ratings for my products, and their category in Search&Promote, I can pass that data over to SiteCatalyst for use in my reporting.
To set a little background here. SiteCatalyst allows users to collect information, such as products, page names, search terms, etc, in variables (eVars, props, and events). That information can then be rolled up by applying meta data to the values collected in the variables. This is done through a process called classifications using a tool called SAINT (SiteCatalyst Attribute Import Naming Tool). If you are unfamiliar with SAINT I would recommend reading this blog post.
Search&Promote is a great search tool, generally speaking it works by crawling a web site and indexing the content of the site for searching. It allows the results to be manipulated through business rules to provide the right content at the right time. As it indexes a site, it can pull out metadata for filtering purposes. It is this metadata that we can pass over to SAINT for reporting purposes.
How to set it up
This integration is available today, there is no additional cost for the integration (assuming you have SiteCatalyst and Search&Promote) and there are no code changes needed for this Integration. There are 3 major steps to get this up and running.
- Gather the Information that you will need
You will need an API shared secret so Search&Promote can download the classification configuration. The API shared secret is tied to the user name. You can do this by going to the Admin Console > User Management. When you create the user name be sure to add them to the web service access group and the all report access group. When you save the user you can find their shared secret by clicking on the user again.
To setup the classifications you will need to know which fields you want to import. To see what you have available you can log into Search&Promote the go to Settings>Metadata>Definitions.
- Set up the classifications in SiteCatalyst
Classifications for any variable can be setup in SiteCatalyst via the Admin Console. The process is covered in depth in this blog post. You will want to make sure that you have the fields setup that you want to use from the Search&Promote Meta Data.
- Setup the export in in Search&Promote
To do this you will want to navigate to Settings>SiteCatalyst> SAINT Classification Feeds.
Once there hit add new to kick-off the wizard to take you through the process. There are 7 steps in the wizard that will take you through everything you need to start pumping data in the SAINT from Search&Promote.
Here are a couple of things to keep in mind.
- It can take several hours for classifications to be applied so give it sometime
- You may want to setup multiple feeds to layer in the information depending on the data you have in S&P. If you do, use the Search Criteria in Step 5 to control which rows are exported
- Numeric and Numeric 2 classifications are not currently supported. We want to do that in the future but want to make sure we have the right use cases. Drop us a comment if you have a use case, or better yet submit it through the ideas exchange
Hopefully this makes your life a little easier, you data a little richer and you ROI a little fatter. I want to give a huge shout out to the S&P team for making this a reality.