SAINT classification – a walk through

Calm down all those Roger Moore (or Val Kilmer if you’re a bit younger) fans, I’m not going to talk about him at all in here.  Sorry.  Instead I am going to talk about something that I am doing at the moment at work (surprise surprise) and funnily enough this is something that Adam Greco has talked about before on the Omniture blog, so I’m going to try and do this in a different style, otherwise I’ll be saying the same thing has he said and I’ll be adding no value at all.

Essentially SAINT is a type of classification that you can do in SiteCatalyst that allows you to classify one of your variables into some different stream, if you can’t code it in on the page.  In our case, we have a series of content that are written by people who work in various different departments and in various different teams in those departments and we don’t capture in our CMS what they are.  However they are keen to know as a department and team within the department how their content is doing as a whole.  This is where the classifications work.  We have a list that is coordinated for one group of content that describes this one to many relationship and what we want to do is put this into SiteCatalyst without having to code it into the pages.

With HBX in previous companies we did this by populating the custom elements of the tags from the database, but sometimes it wouldn’t work and sometimes it wasn’t right, so you’d have to go back and get your dev team to sort out the tagging.  This could be expensive, time consuming and in the mean time you’d lack any data on the stats.  Well with SiteCatalyst one of the benefits is that you can run the historic data as well and if you make a mistake, you can correct it and it will replace all the data.  How many times have you sat there and someone has said “Oh, I didn’t realise that this fell outside the standard and wouldn’t be included!”

The process starts rather simply.  You have to name your fields.  In the Report Suites section of your user management, choose the report suite that you want to add the classifications to and then go to edit settings (as in the image below), choose ‘Traffic’ and ‘Traffic Classifications’.

This will bring you up with a new screen, where you can add in your new reports that you want to create:

Here in this case, I’ve got my ‘Guide’ variable which I have mapped across to the different departments and am now going to add in one classification of ‘Department’, another of ‘Agency’ and another of ‘Service’.  Remember you can add classifications to classifications, but the upkeep may be more (or less) difficult.  In this case, maybe it would have been better to create the first classification of ‘Service’ and then a classification of ‘Service’ could have been ‘Agency’.  Given the Agency that a Service sits in is unlikely to change that frequently (if at all, but you never know with the British Government), then this may have made more sense.  In this case, I’ve actually added in as three separate columns because in some cases there is no real agency or service and these fields are going to be left blank in favour of just a department.
Now, as you can see below, I’ve added in a few extra fields into my left hand navigation when looking at data:

Unfortunately there is nothing in these data reports at the moment, because I haven’t told SiteCatalyst which Guide relates to which department, agency and service.  So I need to upload this into SiteCatalyst.  But there is one thing I need to do first.  I need to check the format that we are picking up the guide name in.  This will determine how I am going to upload the data.  In this case, there is a bit of a difference from just the name of a guide and whether I’ve truncated it to a certain number of characters, etc.  I’m saying this deliberately here, because I know I have and I do.  It means a simple list of guide names with their associated Department and agencies isn’t going to work.  I need to use excel to concatenate the name of the theme into the name of the guide.  I also need to check through the work done elsewhere to find any discrepancies.  Unfortunately this is a one to one relationship, so any particular piece of content that has two creators is going to have to name one as the main owner.

This brings us on nicely to the point where we have to upload the data onto SiteCatalyst.  Fortunately SiteCatalyst gives us a nice option of doing this in a very easy way by giving us the template that we can download.  Again in your Admin options, you have the option of SAINT Classifications, which this time is the area you want to be looking in:

The template you download will have very little in it.  It will tell you the title of your columns and a few lines at the top that don’t really do anything else.  This is where you need to put your classifications in.  So your first column (the key) will have the values that appear in SiteCatalyst already (in this case it is the name of our guides) and in the second, third and fourth (and however many other classifications you have) you can put in the other values:

One thing to bear in mind, is that you need to make sure that you don’t save this file in another format.  Make sure it sticks as .tab and doesn’t pick up any excel formatting, otherwise you’ll end up not being able to upload it properly.  
Importing it is easy.  Just select the import option from the same menu you created your download from, choose the report name, report suite and filename and then upload.  Don’t worry too much about overwriting data on conflicts – this will only be a problem if you are changing the data from previous imports.  At the end of this you’ll get a report telling you how successful it has been (I just got this one below):

Now it is time to go and look at your lovely data!!!
One thing I’d say is that you have automatically created correlations between your different new reports, but not to your original report.  One thing you could do would be to create another column in the table that linked these into the original report for instant correlations at no extra cost.  I think this is something that I am going to try for next time.
Posted in Omniture, Web Analytics
One comment on “SAINT classification – a walk through
  1. Alec
    Very well written!The best part about SAINT feature is how many different ways it can be used.

    Great Post!

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