Interest Ranking

Interest Ranking allows you to add interests (keywords) to a profile property in a visitor's profile based on a points-based system. Points for an interest are scored based on the visitor's behavior, which includes viewing content, clicking something, coming to your website from a specific referring URL and landing on a URL that contains a specified string. Once an interest has been added to a visitor's profile, you can create one or more segments which you can use to target the visitor(s).

The points-based system that Interest Ranking uses to determine whether an interest is added to a profile property can have a defined threshold. The threshold determines the minimum score that must be reached before the interest is added to the profile property. This allows you to determine how interested a visitor must be before interests are added to their visitor profile. Additionally, you can limit the number of interests that are added to a profile property. You can choose whether all interests that reach a certain number of points are added or the top X, where X is an integer.

Typically, how you decide to score something depends on many factors. A visitor arriving from a specific referring URL might receive a relatively high score for a certain interest because the link they clicked to arrive at the current URL indicates that they are more than casually interested in what you have to offer. Likewise, in certain situations, a click in a specific area of a web page might receive a high score because an ad appears there.

Interest Ranking contains a number of settings that allow you build highly sophisticated filters. This section takes you step by step through the process.


Interest Ranking configuration

Follow the steps below to configure an Interest Ranking listener.

Profile Property

  1. Click [Select] to select the profile property to which interests will be added if the score threshold is reached. See Profile properties for complete information on working with profile properties.
  2. Once you have selected the profile property, click [OK].

Note that interest ranking will automatically keep track of the top number of interests in the profile property that you define as a list. It will also keep track of each of these interests separately in automatically created profile properties with the appendixes "_top", "_2", "_3" etc.

For example, let's say you selected a profile property with the ID "product" and want to keep track of the top 3 products in it. Interest ranking will now not only fill the profile property "product", but will also automatically create and fill profile properties "product_top", "product_2" and "product_3" for any visitor.

 

Interests

Here you add one or more interests that will be scored. Any interest that is added to the profile property can be used to define a segment that you can target.

  1. To add an interest, enter a string in the text field next to Interests and click [Add].
  2. Repeat this step for each interest you want to add. The interests that you add appear in a row next to Interests.
  3. To remove an interest, click it and then click "Remove".

Scoring

Here you define how interests are scored based on visitor behavior and/or events that transpire during the visitor's browsing. Each behavior/event is assigned its own relative score. How you score behavior/events depends completely on what you consider to be important for determining what indicates that a visitor's interest is high, medium, or low. To define a rule, select one of the following from the drop-down list:

Content

This option allows you to add points to interests if they appear in a specific content element or in a defined area of the page. In this scenario, an interest is treated as a keyword. Each found interest that appears on the page in a defined area will have the specified number of points added to it. It is also possible to create and score a new interest based on a jQuery Selector.

  1. Select "Content" from the drop-down list and click [Add Rule].
  2. Enter the number of points to add to each found interest if it appears in the specified position on the web page. In this case, the interest is a keyword: if the keyword (interest) appears in the specified position, points will be added to it according to the defined criteria.
  3. Click "each found interest" if you want to specify the interest or interest to which points will be added.
  4. For information on adding/scoring an interest based on a jQuery Selector, see Interest based on Selector.
  5. Click "any header" to see a list of content elements. Select the position on the web page in which the interest must be present in order for points to be added to it (in the HTML title, in a heading type, etc.). To define a custom area of the web page, select "Custom defined area". Enter a name for the custom defined area in the "Name" text box. In the "Selector" field, enter a valid jQuery selector to identify the custom area and then click [OK]. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.
  6. To define an area using the Visual Picker, click Visual Picker.
  7. If the string for the interest must be an exact match, click "contains" to toggle it to "exactly matches".
  8. For information on the advanced settings, click this link: Advanced Settings.
  9. Click [Save].

When you have finished, the rules will be shown in the definition. For example:


Click / Tap

This option allows you to add points to each found interest if it appears in a specific content element or in a defined area of the page and if the visitor clicks on a defined area of the page. In this scenario, an interest is treated as a keyword. Each found interest that appears on the page in a defined area will have the specified number of points added to it if the user also clicks in the specified position. It is also possible to create and score a new interest based on a jQuery Selector.

  1. Select "Click" from the drop-down list and click [Add Rule].
  2. Specify how many points to add to each found interest if it appears at a specific position on the web page and a defined area of the page is clicked. If that area of the web page is clicked, points will be added to each found interest according to the defined criteria.
  3. Click "each found interest" if you want to specify the interest or interest to which points will be added.
  4. For information on adding/scoring an interest based on a jQuery Selector, see Interest based on Selector.
  5. Click "any header" to see a list of content elements.
  6. Select the position on the web page in which the interest must be present in order for points to be added to it (in the HTML title, in a heading type, etc.). To define a custom area of the web page, select "Custom defined area". Enter a name for the custom defined area in the "Name" text box. In the "Selector" field, enter a valid jQuery selector to identify the custom area and then click [OK]. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.
  7. If the string for the interest must be an exact match, click "contains" to toggle it to "exactly matches".
  8. To define the area using the Visual Picker, click Visual Picker.
  9. Click the "define click area" link.
  10. Enter a name for the custom defined area in the "Name" text box. In the "Selector" field, enter a valid jQuery selector to identify the custom area and then click [OK]. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.
  11. To define an area using the Visual Picker, click Visual Picker.
  12. For information on the advanced settings, click this link: Advanced Settings.
  13. Click [Save].

When you have finished, the rules will be shown in the definition. For example:

Form Submit

This option allows you to add points to a profile property when the visitor submits a form pointed to by a jQuery selector. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.

URL / Mobile Screen

This option allows you to add points to each found interest if it appears in the URL of the current web page, in the referring URL or either one. In this scenario, an interest is treated as a keyword. Each found interest that appears in the URL of the current web page or in the referring URL will have the specified number of points added to it. It is also possible to create and score a new interest based on a jQuery Selector.

  1. Select "URL" from the drop-down list and click [Add Rule].
  2. Specify how many points to add to each found interest if the URL of the current web page or the referring URL contains an interest. In this case, the interest is a keyword: if the keyword (interest) appears in the URL or referring URL, points will be added to it according to the defined criteria.
  3. Click "each found interest" if you want to specify the interest or interest to which points will be added.
  4. For information on adding/scoring an interest based on a jQuery Selector, see Interest based on Selector.
  5. Click the "URL or referring URL" link.
  6. Select whether the points are scored if the interest appears in the URL of the current web page, in the referring URL or in either one and then click [OK].
  7. If the string for the interest must be an exact match, click "contains" to toggle it to "exactly matches".
  8. For information on the advanced settings, click this link: Advanced Settings.
  9. Click [Save].

When you have finished, the rules will be shown in the definition. For example:

Social Web Event

This option allows you to add points to interests based on the detection of an event in the specified social media. It is also possible to create and score a new interest based on a jQuery Selector.

  1. Select "Social Event" from the drop-down list and click [Add Rule].
  2. Specify how many points to add to one or more interests if the social media event is detected.
  3. Click "each found interest" if you want to specify the interest or interest to which points will be added.
  4. For information on adding/scoring an interest based on a jQuery Selector, see Interest based on Selector.
  5. Click "select event" to select the type of social event from the drop-down list that leads to the scoring. The options are:

    Event Description
    Facebook Like The visitor has clicked a Facebook "Like" button.
    Facebook Unlike The visitor has clicked a Facebook "Unlike" button.
    Google Plus One The visitor has clicked a Google +1 button.
    LinkedIn Share The visitor has clicked a LinkedIn "Share" button.
    Twitter Follow The visitor has begun following someone on Twitter.
    Twitter Tweet The visitor has sent a Tweet from their Twitter account.
  6. Click [Save].

When you have finished, the rules will be shown in the definition.

Advanced Event

This option allows you to add points to interests based on an advanced event in a social medium or in a custom-defined event. The event must be detected and it must contain a value in a specific context in order for points to be added to one or more interests. It is also possible to create and score a new interest based on a jQuery Selector.

  1. Select "Advanced Event" from the drop-down list and click [Add Rule].
  2. Specify how many points to add to one or more interests if the social media event is detected.
  3. Click "each found interest" if you want to specify the interest or interest to which points will be added.
  4. For information on adding/scoring an interest based on a jQuery Selector, see Interest based on Selector.
  5. Click "select event" to select the type of event from the drop-down list that leads to the scoring. The options are:

    Event Description
    Facebook Like The visitor has clicked a Facebook "Like" button, either on Facebook itself or on a website that has a Facebook "Like" button.
    Facebook Unlike The visitor has clicked a Facebook "Unlike" button, either on Facebook itself or on a website that has a Facebook "Unlike" button.
    Google Plus One The visitor has clicked a Google +1 button.
    LinkedIn Share The visitor has clicked a LinkedIn "Share" button.
    Twitter Follow The visitor has begun following someone on Twitter.
    Twitter Tweet The visitor has sent a Tweet from their Twitter account.
  6. To specify a custom-defined event, select "Custom defined event" and enter the name of the event in the "Name" field.
  7. If the value received in the advanced event must be an exact match, click "contains" to toggle it to "exactly matches".
  8. Click "any value".<./li>
  9. Expand the drop-down list and select the value from the array that must contain the interest. The options are "any value", "first value", "second value" and "third value". Consult your application manager if you do not know which value to select.
  10. Click [Save].

When you have finished, the rules will be shown in the definition.


Interest based on Selector

This option adds points to one or more interests based on text found at the specified JQuery Selector. When a partial or full match with an interest is found, points are added to the specified interest(s). For example, the following HTML contains several products:

<div class="products">
    <div class="product">
        <div class="product-name">Bose Wave Radio</div><a href="#">More Info</a>
    </div>
        <div class="product">
        <div class="product-name">Apple iPhone 5S</div><a href="#">More Info</a>
    </div>
    <div class="product">
        <div class="product-name">Dell Inspiron laptop</div><a href="#">More Info</a>
    </div>
   <div class="product">
        <div class="product-name">Google Glass</div><a href="#">More Info</a>
    </div>
</div>

When this JQuery Selector is defined, all text will be examined within the HTML. If any of the interests are found, then points will be added to those that match. To define an interest based on a JQuery Selector, follow these steps:

  1. Select "Interest Based on Selector".
  2. Enter a name for the jQuery Selector in the "Name" field. This is the string that will appear in the rule.
  3. Enter the jQuery Selector in the "Selector" field.
  4. To define the area using the Visual Picker, click Visual Picker.
  5. Click [OK]. For example:

 


Location selection

By default the predefined web selector "any header" is selected. 

Other options are:

Predefined Web Selector
Select one of the following:
  • the HTML title - Matches the rule against the contents of the <title> tag
  • any header - Matches the rule against the contents of any header tag (<h1>, <h2>, etc.)
  • any Heading X - Matches the rule against the contents of the specific header (e.g. <h1>)
  • any paragraph - Matches the rule against the contents of any paragraph (<p>)
Mobile screen
Matches the rule against the contents of the mobile screen.
Custom defined area

Select to define your own custom area to match the rule against. You can either use the Visual Picker or enter a valid JQuery selector that identifies the custom area in the "Selector" field. For complete information on jQuery selectors, see http://api.jquery.com/category/selectors/.

Value from Javascript

Select this to match the rule against the value of a Javascript variable that is available on the global scope (in other words: window.variable should exist).

To select a suitable variable, either type its name or use the VisualPicker to pick it from a webpage. Enter the URL of the webpage and the visual picker will display the variables and their values to the left of the page. Highlight the variable you want and click Apply to select the variable.


Advanced settings

The following is an explanation of the Interest Ranking advanced settings.

Setting Description
Threshold The threshold determines the minimum number of points that an interest must have before it can be a candidate for being added to the profile property. Reaching the minimum point threshold does not actually mean that an interest will always be added to the profile property if the setting "Interests to Store" contains a value. Assuming that the setting "Interests to Store" (explained below) contains no value, all of the interests that reach the minimum point threshold will always be added to the profile property.
Interests to Store This setting limits the number of interests that are added to the profile property. Only the top X interests that have reached the threshold are added, where X is an integer. If you specify 10, then only the top 10 highest ranking interests (according to their total number of points) that have reached the threshold will be added to the profile property. All other interests that have reached the minimum point threshold but that do not fall within the top X number of interests will not be added to the profile property.
Decay Period This setting defines a period during which the number of points is "decayed", that is, BlueConic will decrease the number of points for all interests based on the specified time period. The decay period is in number of days. If you define a Decay Period of 30, then the visitor's point total will be reduced over 30 days to a low, non-zero value. The decay is not linear - In the first part of the period, the decay rate is low. Beginning roughly halfway through the decay period, the decay increases at an accelerating rate.

 


Copying and deleting rules

Click here for information on copying and deleting rules in BlueConic.

 

The Interest Ranking Listener is a standard plugin.