These instructions provide an overview of how to create and send click level and topline reports to Connexity from an existing Omniture/Adobe Analytics implementation. These critical “source of truth” data reports provide the signals needed to inform ad placement and budget optimization that keeps your campaign delivering on performance goals through continuous improvement.
Generally, all exports are tied to a defined Report Suite, but there are different ways to export the data from Adobe Analytics. For the click level reporting, Connexity recommends the Data Warehouse method of configuring exports as it allows direct filtering whereas the Data Feed method does not.
Key Steps:
**Important: Please ensure that network settings allow data flow between our systems by enabling our domains and IP addresses. Please do this before testing with your Account Manager. You can find network access setting instructions here.
Creating Click Level Reports
Data Warehouse reports can use segments to filter data and are significantly more flexible than Data Feed exports. It is a good idea to review Adobe’s documentation prior to setting up a report.
Here are links to Adobe’s documentation:
Step 1: Activate eVars
In Adobe, eVars is a conversion variable used to segment conversion success metrics in marketing reports. In this step, you will be creating eVars for the three custom marketing reports to be sent to Connexity (Merchant ID, Click ID, and Customer Order ID).
- First, go to the Analytics page
- Click Admin and then All Admin
- Click on Report Suites
Select a report suite.
- Navigate to Edit Settings
- Click on Conversion
- Click on Conversion Variables
Once there you will want to add an eVar for each data point to be included later in the report/export forwarded to Connexity:
- Connexity Click ID (cnxclid)
- Customer Order ID
To add an eVar:
- Click “Add New”
- Check the “Status” box and set to “Enabled”
- Check the “Name” box and set to the parameter name (cnxclid, orderid, etc)
- Click the “Save” button
Note: It does not matter which eVar holds which data element or what variable name with which you are tracking the information at capture time so long as there is a distinct eVar mapped to at least each required item. Tracking tags will need to be updated to parse Connexity tracking parameters and the Customer Order ID and assigned to the applicable eVar in the tracking tag based on the specific tracking implementation.
Step 2: Create Segments
The purpose of creating segments is to filter the data feed to only those events generated by Connexity as indicated by a Order ID and Connexity Click ID Value.
- Navigate to Analytics
- Click on Components
- Click on Segments
Then click on “+” to add a segment.
Configure the segment as in the provided below:
- Give the Segment a title (e.g., Connexity Conversions) to indicate it is for Connexity data. If helpful, provide a description
- From “Dimensions” on the left panel, drag the attribute that represents the Order ID to the “Definition” box in the segment configuration section. In this section:
- If the attribute is not shown in the list, you may need to search for it
- It will default to “equals”
- Click the down arrow next to the word “equals” and set to “exists”
- From “Dimensions” on the left panel, drag the attribute that represents the Connexity Click ID to the “Definition” box in the segment configuration. In this section:
- If the attribute is not shown in the list, you may need to search for it
- This will also default to “equals”
- Click the down arrow next to the word “equals” and set to “exists”
- Save the segment configuration
Step 3: Create the Report
Here you will generate the reports required and schedule them to be sent to Connexity.
- Navigate to Analytics
- Click on Tools
- Click on Data Warehouse
Then click on “+ Add” to add a report.
Configure the new Data Warehouse report tabs as instructed below.
Note: Data Warehouse reports cannot be deleted – only canceled, and the General Settings and Build Your Report tabs cannot be edited after saving. Please complete all steps, verify the information is correct, and then save the report.
*Update all fields in RED with retailer's information*
- On the General Settings tab:
- Request Name: AccountName MID - Connexity Source of Truth - Order ID report (e.g., BrandName 123456 - Connexity Source of Truth - Order ID)
- Date Ranges: Yesterday
- Granularity: None
- On the Build Your Report tab:
- From the left panel, drag the Segment you created in Step-2 to the top section of the report where it says “Drop a segment here”
- From the left “Metric” panel, drag the Orders and Revenue metrics to the center section of the report where it says “Drop a metric here”
- You may need to search for these metrics
- From the left “Dimension” panel, drag the Dimensions that represent the Connexity Merchant ID, Connexity Click ID, Item Quantity*, Order Value, Order ID and Transaction Time* to the lower section of the report where it says “Drop a dimension here”
- You may need to search for these metrics
*These are default metrics from Adobe Analytics
- On the Report Destination Tab:
- Select or Add an destination
- The destination can be email or SFTP. The example provided is for email delivery. You can find instructions for SFTP here.
- Adding a New Account:
- Location Account Name: Any value to identify Connexity in your system (e.g., Connexity SOT email)
- Location Account Description: optional
- Account Type: Email
- Recipients: cnx_order_reports@connexity.com
- Select or Add an destination
- Adding a New Location
- Name: Connexity B2B Email Location
- Description: optional
- Location Account: the account created in the previous step
- Subject: MerchantName MID - Source of Truth - Daily
*Update all fields in RED with retailer's information*- Notes: Any desired value
- Click Save
- On the Report Options tab:
- File Name: Connexity Attribution Data
- Toggle the flag to Append report to date range to file name
- Under Report Format: Select CSV
- Under Report Contents: Enable Return all rows
- Under Additional options
- Disable Sort by metrics, Send a manifest file, and Send a digital signature file
- Enable Send an empty file when there is no date in the report
- On the Scheduling Options tab:
- Choose “Schedule for Later”
- Report Frequency: Daily
- Choose “Every Day”
- Select a starting date
- Provide a time of day
- The time of day should be as early as possible when all prior day events are sure to be collected; 2 AM is a recommended starting value
- Choose “Never End”
- Verify all settings and then click “Save Request”
Create Topline Report
Topline reports can be generated hourly or daily using Adobe Analytics Workspace projects. Please note that these topline reports can currently only be scheduled for one year at a time. It is up to the retailer on the report frequency. The more data we receive the better the signals for our system to optimize your campaigns.
Creating a Daily Topline Report
- Navigate to Analytics
- Click on Workspaces
- Click on Projects
- Click “Create a Project”
- Give the report a name to identify Connexity in your system: Connexity Topline Report
- Select “Blank Workspace Project” and click “Create”
- Click inside the default title “Freeform” and name it: AccountName MID - Connexity Topline Report
*Update all fields in RED with retailer's information* - From the left panel, drag the Segment you created in Step-2 to the top section of the report where it says “Drop a segment here”
- Search for “Last 30 full days” in the left panel and drag the segment to the middle section where it says “Drop a segment here”
- Drag the “Revenue” metric to the middle section where it says “Drop a metric here…”
- From the menu bar, click Share > Send File. Configure as stated below.
- File Type: CSV
- Description: Any value to identify Connexity’s report in your system (e.g., Connexity Topline report July2024 to July 2025)
- Recipients: topline-sales@connexity.com AND your Account Manager's email address.
- Select “Show Scheduling Options”
- Frequency: Send Daily
- Set a start date
- Set an end date
- This reporting method only provides for scheduling up to 1 year at a time and will need to be renewed after the selected end date.
- Select “Send every day”
- Review settings and click “Send on Schedule”
Test and Verify
Please contact your Connexity Account Manager after you create your property and set-up delivery of your attribution file. During this stage our team will verify the attribution file is valid and that the data is correctly routed into our system and into the merchant platform.
Your Account Manager may ask you to place a test order to verify the attribution tracking is working as expected from implementation in Adobe Analytics.
Once you and your Account Manager have established that the attribution file data is correct and your delivery method is functioning properly, you are all set on the Connexity network. Please contact your Account Manager if you have any additional questions.