Umbraco Engage
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13.latest (LTS)
13.latest (LTS)
  • Umbraco Engage Documentation
  • Release Notes
  • Support
  • Installation
    • System Requirements
    • Installation
    • Licensing
    • Verify your Engage installation
  • Upgrading
    • Upgrade Umbraco Engage
    • Version specific Upgrade Notes
    • Migrate from uMarketingSuite
  • Getting Started
    • Getting Started
    • For Marketers and Editors
      • Cockpit
      • Marketing Resources
    • For Developers
      • Infrastructure sizing
      • Load Balancing and CM/CD Environments
      • Content Delivery Network recommendations
      • Cockpit
      • Content Security Policy nonce configuration
      • Troubleshooting installations
  • Marketers and Editors
    • Introduction
      • The Umbraco Engage Section
      • Content Apps
      • The Umbraco Engage Cookie
    • Analytics
      • What is measured by default
      • Client-side Events
      • Types Of Clients
      • Campaigns
      • Device Type
      • Location
      • Referral Traffic
      • Forms
      • Videos
      • Scroll Heatmap
      • Google Analytics vs Umbraco Engage
      • Search Terms
    • A/B Testing
      • What is A/B testing
      • Types of A/B Tests
        • Single-page A/B Test
        • Multiple Pages Test
        • Document Type Test
        • Split URL Test
      • Setting up the A/B Test
      • Previewing an A/B Test
      • Monitor the A/B Test
      • A/B Test Distribution Algorithm
      • Front end Rendering
      • Finish an A/B Test
    • Personalization
      • Creating a Segment
      • Setting up Personalization
      • Cockpit Insights
      • Implicit and Explicit Personalization
        • Setting up the customer journey
        • Personas
        • Implicit Personalization scoring explained
        • Content Scoring
        • Campaign Scoring
        • Referral Scoring
    • Profiling
      • Profile detail
      • External profile data
    • Reporting
    • Settings
      • Goals
      • IP Filtering
      • Configuration
      • Permissions
  • Developers
    • Introduction
      • Dataflow Pipeline
        • Data Collection
        • Data Storage
        • Data Parsing
        • Reporting
      • The Umbraco Engage Cookie
        • Module Permissions
      • Performance
    • Analytics
      • Request tracking
      • Bot detection
      • Capture location data
      • Extending forms
      • Video tracking
      • Scroll Heatmap
      • Client-side events
        • Additional measurements with analytics scripts
        • Bridging Library for Google Analytics
        • Bridging Library for Google Tag Manager
        • Google Analytics Blocker Detection
        • Create your own events
      • Extending Analytics
        • Getting the Correct IP Address
        • Sending data to the GTM Datalayer
    • A/B testing
      • Retrieving A/B test variants in C#
    • Personalization
      • Implement your own segment parameters
      • Retrieve segment information from code
      • Add custom scoring
    • Profiling
      • External Profile Data
    • Reporting
    • Settings
      • Custom goals scoring
      • Configuration
    • Headless
      • Using the Engage API
      • Headless Example
  • Security and Privacy
    • Security and privacy
    • Retention periods of data
    • Anonymization
    • GDPR & EU regulation
      • How to become GDPR compliant using cookiebot
    • How it works
  • Tutorials
    • Overview
    • How to Get Started with Personalization
    • How to Create a Persona
    • Create a Personalized Popup in 5 minutes
    • How to set up an A/B Test
    • Marketing Resources
      • Generic Topbar Template
      • Generic Popup Template
      • Generic Exit Intent Popup Template
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On this page
  • The Umbraco Engage Checklist
  • 1. The Engage section
  • 2. Engage Content Apps
  • 3. Cockpit
  • 4. Cockpit Client-Side Data
  • 5. Umbraco Forms
  • 6. Analytics
  • 7. Locations for Analytics
  • 8. Setup IP Filters
  • 9. Reload after Cookie consent
  • Still missing analytical data?

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  1. Installation

Verify your Engage installation

Use the checklist in this article to verify your Umbraco Engage installation.

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Last updated 6 months ago

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The Umbraco Engage Checklist

If you have problems with Umbraco Engage setup or configuration, this checklist is for you. Verify you installed the Nuget package Umbraco.Engage into your Umbraco website.

1. The Engage section

After logging in to Umbraco, you can see the Engage section next to the other main sections in the Umbraco backoffice.

If you cannot see this, please check if your Umbraco user or user group has access to the Engage section.

2. Engage Content Apps

When editing a page within Umbraco, you should be able to see the following Content App on the top right of the page:

If you cannot see this, please check if your Umbraco user or user group has access to the Engage section.

3. Cockpit

Is the Umbraco Engage Cockpit tool visible on the front end of your site after logging into Umbraco?

4. Cockpit Client-Side Data

Can you see client-side data such as scroll depth & total time on pages in analytics or the cockpit?

5. Umbraco Forms

Go to a form and add a new question. Do you see this option?

Go to Engage -> Settings -> Create a new goal. Do you see the following option called Umbraco Forms Submission?

6. Analytics

Edit a page and go to the Content App marked Analytics or Engage -> Analytics from the top navigation.

Are you able to see analytical data? If not then you need to wait 24 hours for today's analytics to be collected and reported.

7. Locations for Analytics

Do you only see in the Location tab of Analytics?

Once set up, you will see analytics for countries like this below:

8. Setup IP Filters

Confirm that the IP of your company/office building has been set to be excluded from Umbraco Engage. This is done to ensure it is excluded from tracking and reporting, along with anyone else who is a content editor of the website.

9. Reload after Cookie consent

Still missing analytical data?

If you have performed all the steps and do not see Analytics data within Umbraco Engage there are a handful of additional steps to take. Please work with a developer to check the following technical steps.

  • Open your website in a browser with the browser developer tools open.

  • Refresh the page while the developer tools are open.

  • Look for a POST request being made to umbraco/engage/pagedata/ping in the Network Tab of requests

Only 'real' visitors will be tracked and any information we determine to be from a bot is discarded. The following steps are taken to report a page view:

  • DeviceDetector.NET will assess if the visitor is a bot or a 'real' visitor.

  • If it is a 'real' visitor the page will send a POST request to umbraco/engage/pagedata/ping and record a visit.

  • If they are deemed a bot, they will not make this request and no page view will be tracked

No? Ensure you have added the in your main template.

No? Ensure you have in your main template.

If you see both options, this has been configured correctly. If not, ensure that your development team has installed the additional Umbraco Engage .

This means that additional configuration is required. Get in touch with a developer, as they need to .

You can check your IP by . Ensure it is in the list of IPs by navigating to Engage -> Settings -> IP Filters.

To ensure that Umbraco Engage can interact with the visitor from the first page, reload the page as soon as the Cookie consent is approved. This enables showing personalized variants on the landing page which requires consent. More info on how to do this can be found at the bottom of the article.

If the POST request still does not happen, .

Cockpit Partial view
added the client-side tracking script
UmbracoForms NuGet package
work to set up and track visitor locations by country and city
Googling for What is My IP
tracking a visitors initial pageview
reach out via support
Engage section in the Backoffice
Content Apps on content page
Umbraco Engage Cockpit tool
Cockpit Client-Side Data
Analytics Visitor ID field in Forms
Umbraco Forms Submission optiom in Goal dropdown
Countries Analytics Data
Setup IP Filters
Network tab of your browser