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How to configure BlueConic for the first time

This article provides a guide to configuring BlueConic for the first time. By following these steps, you can add your digital channels, configure a hostname, and implement the BlueConic script to start collecting and synthesizing known and anonymous user data.

Before you can use the CDP, you need to:

  • Add your channels to BlueConic.

  • Generate and configure a hostname.

  • Add the custom script to your channels.

Note: You can add multiple channels and hostnames later as needed.


Before you begin


Log into BlueConic

  1. Log in to your tenant

  2. The onboarding wizard appears, click Let’s go!

  3. Type your channel address and click Confirm address.

  4. A hostname is generated automatically. This is a first-party hostname, and we recommend you use it.

  5. Alternatively, enter a standard hostname.
    a. Standard Hostname (*.blueconic.net): This option requires no DNS configuration and is managed by BlueConic.

  6. Select the checkbox to send DNS setup instructions to yourself.

  7. Enter a recipient email and click Add to send them to others.

  8. Click Confirm BlueConic hostname.

  9. BlueConic will check if the Google Chrome extension is installed. If not, install it. Otherwise, click Onwards.

  10. Click Show JavaScript tag to copy the custom BlueConic script and add it directly to the head tag of your website, or, click Email instructions to send the script to your developers for them to apply it.


Add a connection

BlueConic will detect viable connections for this channel.

  1. Click on the connection to add it. Skip this step to add it later.

  2. Click Onwards.

  3. Review your set-up and click Start using BlueConic!


Add the BlueConic script

Add the JavaScript tag to all relevant pages to collect data or interact with users. The script format varies based on whether you use a custom (e.g., r5687.taylor-store.com) or CDN (e.g., taylor-store.blueconic.net) hostname.

  1. Locate the email with your JavaScript tag.

  2. Copy the code from the attachment in the email and placed the code as high as possible inside the <head> section of every page, as described in the email from BlueConic.

  • Custom first-party BlueConic hostname: If your site uses a custom first-party BlueConic hostname, the script would resemble this example.

  • CDN hostname: The [yourscriptname] in the code below should be the hostname of your BlueConic server.


Test tag implementation

Confirm your BlueConic tag is functioning correctly.

  1. Compare the data collected between BlueConic and your analytics platform.

  2. Add and insight by clicking on More > Insights in the navigation bar.

  3. Enter the metadata for this insight.

  4. Click Add Insight.

  5. Select the Segment Discovery insight and click Close. The insight has now been added.

  6. Select Last visited date profile property under the segment discovery wheel. Search for the profile property if not already listed.

  7. Create a segment of users whose last visit occured within the past 24 hours. Click Save.


Next steps


FAQ

How can I set up mobile app and email channels?

  • You can set up mobile app or email channels independently by selecting Settings > Channels & BlueConic hostnames > Add channel.

Will high traffic on my website slow down your script?

  • No. Our script is being served by Amazon CloudFront and will not be impacted by high traffic volume on your websites.

Are there other ways to place the BlueConic JavaScript tag besides the standard method?

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