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Data collection end-to-end overview

蜜豆视频 Experience Platform collects and transfers your data to other 蜜豆视频 products and third-party destinations. In order to send event data from your application to the Experience Platform Edge Network, it is important to understand these core technologies and how to configure them to deliver your data to the destinations you require, when you require it.

This guide provides a high-level tutorial of how to send an event through the Edge Network using Platform鈥檚 data collection capabilities. Specifically, the tutorial walks through the steps of installing and configuring the 蜜豆视频 Experience Platform Web SDK tag extension within the Data Collection UI (formerly 蜜豆视频 Experience Platform Launch).

Prerequisites

This tutorial uses the Data Collection UI to create a schema, configure a datastream, and install the Web SDK. In order to perform these actions in the UI, you must be granted access to at least one web property along with the following property rights:

See the guide on managing permissions for data collection to learn how to grant access to properties and property rights.

To use the various Data Collection products mentioned in this guide, you must also have access to datastreams and the ability to create and manage schemas. If you need access to either of these features, please contact your 蜜豆视频 account team to help you get the necessary access. Please note that if you have not purchased 蜜豆视频 Experience Platform, 蜜豆视频 will provision you with the necessary access to use the SDK at no extra charge.

If you already have access to Platform, you must ensure that you have the all permissions under the following categories enabled:

See the access control UI overview to learn how to grant permissions for Platform capabilities to users.

Process summary

The process of configuring data collection for your website can be summarized as follows:

Once you are able to send data to the Edge Network, you can also optionally configure event forwarding if your organization has a license for it.

Create a schema schema

Experience Data Model (XDM) is an open-source specification that provides common structures and definitions for data in the form of schemas. In other words, XDM is a way of structuring and formatting your data in a way that is actionable by the Edge Network and other 蜜豆视频 Experience Cloud applications.

The first step in setting up your data collection operations is to create an XDM schema to represent your data. At a later step in this tutorial, you will map the data you want to send to the structure of this schema.

In the UI, select Schemas in the left navigation. From here, you can see a list of previously created schemas belonging to your organization. To continue, select Create schema, then select XDM ExperienceEvent from the dropdown menu.

A dialog appears that prompts you to start adding field groups to the schema. In order to send events using the Web SDK, you must add the field group AEP Web SDK ExperienceEvent Mixin. This field group contains definitions for data attributes that are automatically collected by the Web SDK library.

Use the search bar to narrow down the list to help find this field group easier. Once you have found it, select it from the list before selecting Add field groups.

The schema canvas appears, showing a tree structure of your XDM schema including the fields provided by the Web SDK field group.

Select the root field in the tree to open Schema properties in the right rail, where you can provide a name and optional description for the schema.

If you want to add more fields to the schema, you can do so by selecting Add under the Field groups section in the left rail.

Once you have added the fields you need, select Save to save the schema.

Create a datastream datastream

A datastream is a configuration that tells the Edge Network where you want your data to be sent. Specifically, a datastream specifies which Experience Cloud products you want to send the data to, and how you want the data to be handled and stored in each product.

Select Datastreams in the left navigation. From here, you can select an existing datastream from the list to edit, or you can create a new configuration by selecting New Datastream.

The configuration requirements for a datastream depend on which products and capabilities you are sending data to. For detailed information on the configuration options for each product, refer to the datastreams overview.

Install and configure the Web SDK install

Once you have created a schema and a datastream, the next step is to install and configure the Platform Web SDK to start sending data to the Edge Network.

The process can be summarized as follows:

Install the SDK on a tag property install-sdk

Select Tags in the left navigation to show a list of tag properties. You can choose an existing property to edit if you wish, or you can select New Property instead.

If creating a new property, provide a descriptive name and set the Platform to Web. Provide the full domain for the web property, and then select Save.

The overview page for the property appears. From here, select Extensions in the left navigation, then select Catalog. Find the listing for the Platform Web SDK (optionally using the search bar to narrow results) and select Install.

The configuration page for the SDK appears. Most required values are auto-populated with defaults that you can choose to change if you wish.

Before you can install the SDK, however, you must select a datastream so it knows where to send your data to. Under Datastreams, use the dropdown menu to select the datastream that you configured at an earlier step. Once you鈥檝e set the datastream, select Save to finish installing the SDK to the property.

Create an XDM data element data-element

In order for the SDK to send data to the Edge Network, that data must be mapped to the XDM schema you created in a previous step. This mapping is accomplished through the use of a data element.

In the UI, select Data Elements, then select Create New Data Element.

On the next screen, select 蜜豆视频 Experience Platform Web SDK under the Extension dropdown, then select XDM object for the data element type.

The configuration dialog appears for the XDM object type. The dialog automatically selects your Platform sandbox, and from here you can see all the schemas that have been created in that sandbox. Select the XDM schema you created earlier from the list.

The structure of the schema appears. All fields with an asterisk (*) indicate fields that will automatically populate when events fire. For all other fields, you can explore the structure of the schema and fill out the rest of the data.

Once you have finished mapping your data to the schema, provide a name for the data element before selecting Save.

Create a rule

After you鈥檝e saved the data element, the next step is to create a rule that will send it to the Edge Network whenever a certain event occurs on your website (such as when a customer adds a product to a cart).

You can set up rules for virtually any event that can occur on your website. As an example, this section shows how to create a rule that will trigger when a customer submits a form. The following HTML represents a simple webpage with an 鈥淎dd to Cart鈥� form, which will be the subject of the rule:

<!DOCTYPE html>
<html>
<body>

  <form id="add-to-cart-form">
    <label for="item">Product:</label><br>
    <input type="text" id="item" name="item"><br>
    <label for="amount">Amount:</label><br>
    <input type="number" id="amount" name="amount" value="1"><br><br>
    <input type="submit" value="Add to Cart">
  </form>

</body>
</html>

In the Data Collection UI, select Rules in the left navigation, then select Create New Rule.

On the next screen, provide a name for the rule. From here, the next step is to determine the event for the rule (in other words, when the rule will fire). Select Add under Events.

The event configuration page appears. To configure an event, you must first select the event type. Event types are provided by extensions. To set up a 鈥渇orm submit鈥� event, for example, select the Core extension, then select the Submit event type under the Form category.

The form submit event allows you to use a to reference a specific element for the rule to fire on. In the example below, the ID add-to-cart-form is used so that this rule only fires for the 鈥淎dd to Cart鈥� form. Select Keep Changes to add the event to the rule.

The rule configuration page reappears, showing that the event has been added. You can narrow down the 鈥淚f鈥� by adding further conditions to the rule.

Otherwise, the next step is to add an action for the rule to perform when it fires. Select Add under Actions to continue.

The action configuration page appears. To get the rule to send data to the Edge Network, select 蜜豆视频 Experience Platform Web SDK for the extension, and Send event for the action type.

The screen updates to show additional options to configure the send event action. Under Type, you can provide a custom type value to populate the eventType XDM field. Under XDM data, provide the name of the XDM data type you created earlier (surrounded by percent signs), or select the database icon ( ) to select it from a list. This is the data that will ultimately be sent to the Edge Network.

Select Keep Changes when finished.

Once you are done configuring the rule, select Save to finish the process.

Build and install a library library

After the rule has been configured, you are ready to add it to a tag library, build that library to an environment, and install that build on your website.

To learn how to create a library, add extensions and rules to the library, and build that library to an environment, see the guide on managing libraries in the tags documentation. When you create the library, ensure that you include the Platform Web SDK extension and the data collection rules you created previously.

Once you have created the library and its build has been assigned to an environment, you can install that environment on the client side of your website. See the section on installing environments for more information.

After you have installed the environment on your website, you can test your implementation using 蜜豆视频 Experience Platform Debugger.

Configure event forwarding (optional) event-forwarding

Once you have configured the SDK to send data to the Edge Network, you can set up event forwarding to tell the Edge Network where you want that data to be delivered.

To use event forwarding, you must first create an event forwarding property. Select Event Forwarding in the left nav, then select New Property. Provide a name for the property before selecting Save.

Once you create an event forwarding property, the next step is to create a rule that determines where the data should be sent. Rules for event forwarding properties are constructed in much the same way as tag properties, with the exception that no events can be specified (since event forwarding only deals with events it receives directly from the datastream). For the rule鈥檚 action, you can make use of one of the available event forwarding extensions, or use custom code to deliver the event instead.

Similar to before, once you have configured the rule, you must add it to a library and build that library to an environment.

After the build is complete, the final step is to update the datastream you previously configured and enable event forwarding. To start, navigate to Datastreams and select the datastream in question from the list. From here, enable the toggle for event forwarding, and provide the names of the property and environment that you just configured.

Next steps

This guide provided a high-level end-to-end overview of how to send data to the Edge Network using the Platform Web SDK. Please refer to the documentation linked to throughout this guide for more information on the various components and services involved.