Visitor Intelligence Setup (D&B Hoovers)

Overview
 

Configuring Visitor Intelligence (VI) requires three main steps.

1. Install the VI tracking pixel onto your web site or sites.  Note: You can obtain your D&B Visitor Intelligence pixel from your onboarding team member. They will also assist you to get your pixel into the right place in your sites. 
2. Setup the VI Connection (see below). This connects your VI ID to your D&B Hoovers site.
3. Setup the VI Page Category mappings (see below).  VI system tracks all raw visits by URL, but this raw data is first digested down for use in D&B Hoovers. For each nightly update of data, all visits to URLs are combined into visit counts per Page Category, per company for that time period.  

Setting up the VI Connection

1. Click on the Administration menu in the top right (“gear” icon) and click Connections
2. On the Connections page, select the Visitor Intelligence tile and click “Connect.”
3. Enter your D&B assigned Visitor Intelligence ID. If you do not know your ID, you will need to ask your D&B consultant or account manager to look it up for you.
4. After entering your ID you will see a page showing the connection was made. Before proceeding, take a moment to check that the web domain(s) showing are the correct domains you operate. If not, you may have entered the wrong ID. Click Disconnect and start over if no connection or the wrong connection was made.

Page Category Mapping Rules

Web visits happen across a large number of different URLs on your web site(s). To enable better searching, Visitor Intelligence integration allows you to set up a rules that categorize each visit into a single category. For each visit, the full URL of that visit is compared to each rule in priority order, lowest number first. If the URL matches the pattern in the rule, then that visit is assigned to that category.

Multiple rules can all point to the same category. Rules need not be listed in order, as the Priority value (lowest first) determines the order in which the rules will be evaluated.

IMPORTANT: you must enter at least ONE Page Category to obtain any VI data.

Entering Page Category rules

1. Enter a priority. The lowest number has the highest priority. Priority number can be any positive integer value.
2. Enter a URL pattern. All URL patterns are evaluated on a “Contains” basis. This means the value with the “least specific” category should be last in priority value. For example, a rule based on “mydomain.com” in so general it would apply to ANY visit since all visits to that domain would have “mydomain.com” in the URL. A rule like “mydomain.com/products” is more specific. It would only apply to visits to the “products” section. That more specific rule should be earlier in the priority.
3. Enter a Category. This should be a simple text value, easy to read and search on. Many different Page Category rules can point to the SAME category value.
4. Select “Add Page Mapping” to enter a new row for a new page mapping rule
5. When done adding all rules, or to save the current rules at any time, select “Save.” If you don’t want to save your edits, select Cancel.

Example Rule set:

In this example, all visits are to a fictional website at mydomain.com. Since that rule is at the lowest priority, only URLs that were not already categorized would go into the “Other” category. Similarly, only visits to the products section that are not already categorized into “New Products” would be categorized into “Other Products.” Finally, note that two totally different rules, even from different patterns, both point to the category “Pricing.”

TIP for Required Category
As you must always have at least one category that catches all visits (if you want to capture those visits), use a simple setup as shown above:  set the priority to the lowest (highest number), use your web domain only as the URL Contains value, and set the Page Category to the value “Other” or similar.  This way, any visits to any place in your web domain that did not match on any other Category, will be put into the Other category.

Changing Page Category Mappings

You may change Page Category mappings at any time. When you make a change, and the new rule set is saved, then the new rules will be applied to all NEW visits from that point forward. As Visit data is processed nightly, this typically means the visit data from that night’s data set onward would be categorized according to the new rules.

Visits that were already categorized cannot have their assigned category changed. Web visit data is typically kept by D&B for up to 90 days, so old categories may still be visible in the application after a change, but only to help you find and search through those older visits. Over time, only newer visit categories would show up with visit data.