Explore how to configure and manage various aspects of Umbraco Engage to tailor the platform for marketers and editors.
The Settings section is designed to help you customize your Umbraco Engage environment to achieve optimal performance and security.
Learn how to set up goals to track key performance indicators, ensuring you can measure success effectively.
Learn about IP Filtering to manage traffic and protect your analytics data.
Get an overview of all configured settings of Umbraco Engage.
Explore how to control which Umbraco user groups have access to the Engage section settings and manage where content apps are displayed.
Here you have an overview of all configured settings of Umbraco Engage.
It's not possible to change the configuration options directly. This is done in the configuration file on disk. To see how you can configure Umbraco Engage read the Configuration Options article.
Learn how to set up and implement goals to effectively measure the success of your optimization strategies.
Goals are important in Umbraco Engage. Without goals you cannot determine whether your optimization strategy through A/B Testing or Personalization really works.
A/B Testing and/or Personalization is never the goal. The goal is to increase your goals which can be achieved by personalization or A/B testing.
In the Goals menu, you can set up goals and specify their value.
You have a complete overview of all of the goals that are currently set:
From this page, you can edit existing goals or set up new goals.
When you click on Create new goal you can set up a new goal. You have to give it a name and an optional goal value.
You can specify whether it is a micro or macro goal.
A macro goal should be used for the "bigger things" in your website like a purchase or filling in a contact form.
Micro goals are smaller / less important things like "Reaching the contact page" or "Clicking open a FAQ". These micro goals should eventually contribute to macro goals.
In Umbraco Engage, we always keep track of the macro goals, for example during A/B tests. Perhaps your micro goal is increased, but it hurts your macro goal. In that case, Umbraco Engage will give you a warning.
You can specify whether you want to increase or decrease the goal. Most of the time you want to increase your goal. Other times you might want to lower the goal. An example of this could be a goal of "Unsubscribing from a newsletter"
You can specify how the goal will be triggered:
Via a pageview/set of pages that are visited
Via a page event that can be triggered
Via an Umbraco Forms submission
Via some custom code
Manage content apps and access on Document Types.
In the Engage -> Settings section, you can manage which Document Types the content apps are shown and which Umbraco user groups have access to them. This can be configured per Document Type and user group.
You might want to exclude the traffic from specific IP addresses.
A good example is that you normally exclude your IP address, so it doesn't impact the digital Analytics reporting. Here you can specify a specific IP address, a list of IP addresses, or a regular expression.