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.

Back­ground

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.

  1. 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.
  2. 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.
  3. 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.

2 comments
Harri Jussila
Harri Jussila

I have heard a lot of this Adobe Search&Promote but have not gotten around it yet. I like how to manage to break down the process of setting it up. Many people would be looking forward to use this search tool, but not many would know how to use it effectively. I think the steps that you laid out are simple to understand and highly valuable.

JustinGrover
JustinGrover

Thanks for the comment. I am glad you liked it.