Act-On’s Adaptive Web solution provides AI-driven content recommendations that adapt to each website visitor’s behaviors and engagement patterns. This product is currently available to customers with websites run through Wordpress.
To get started with Adaptive Web, you’ll need to complete some setup steps in the following order:
- Enable tracking in your Google Analytics account
- Download and install the Wordpress plugin
- (Optional) Set up tracking in Google Tag Manager
Google Analytics Setup
For Act-On to track your Adaptive Web activity, you’ll need to authorize two email addresses in your Google Analytics account:
- Log into Google Analytics
- Click Admin in the bottom left corner
- Click User Management
- Click the blue + icon in the top right corner to add a user
- Enter email@example.com as the email address
- Leave "Notify new users by email" checked
- Select the Read & Analyze rights option
- Click Add in the top right corner
- Repeat steps 5-8 using firstname.lastname@example.org as the email address
Next, create the segments below to see which users are engaging with Adaptive Web Personalization on your site. Each link below redirects to a Google Analytics page where you can import that segment into your account:
- Adaptive Web Users - Participating | Click to add segment
- Adaptive Web Sessions - Participating | Click to add segment
- Adaptive Web Users - Intelligent Tray Opens | Click to add segment
- Adaptive Web Sessions - Intelligent Tray Opens | Click to add segment
Wordpress Plugin Setup
- Navigate to awp.act-on.com and log in with your newly created account
- Click Settings in the left navigation panel
- Copy your Alias and Service Key to use later in this process
Download the Plugin
Install the Plugin on Your Wordpress Site
- Log into your Wordpress site’s admin panel
(requires admin permissions)
- Click on the Plugins menu, then follow the steps to add a new plugin
- Once the plugin is installed and activated, find Adaptive Web in the list and click Settings beneath it
- Under General Options, check the Track Behavior box
Note: Do not check “Show recommendations” yet
- Under Client Details, enter your Alias and Service Key from above
- Under Setup, check the boxes for the types of content you would like to recommend, and what types of pages the tray should be displayed on.
- Under Data Extraction, check the Require Https box
(if your site is not secured with an SSL certificate, skip this step)
- Configure the display options using the Tray Options and My Library Options tabs
- Click Save Settings
Contact Support to Pull Site Content
Once you have completed all the setup above, contact Act-On Support. We recommend using chat support for the fastest process! If you are not available during our standard chat hours, you can also use this form to schedule a quick call with our support team.
We will pull your site’s content library into Adaptive Web, and content views will start being tracked in the system. This data is used to power the recommendations algorithm (see below).
Turn on Recommendations
For best results, check the Site Statistics section of your Adaptive Web Dashboard before continuing. Once your Views Analyzed is at least 2x your Catalog, you can turn on recommendations and get the most effective suggestions from our algorithm.
- Log into your Wordpress site and navigate to the Adaptive Web plugin settings
- Under General Options, select Show recommendations
(If you select Show recommendations for admins only, other users will not see recommendations)
- Under Setup, select the content types that you would like to recommend and the page types where you want the tray to be displayed
Note: If you want a particular page to appear in the tray every time, enter it in the Promoted Post area of the Tray Options tab. This is limited to one post.
Google Tag Manager Setup
If your site uses Google Tag Manager, you must also follow these steps to enable an “AWP” tag event for Adaptive Web clicks. You’ll need to setup a trigger, some variables and a tag.
If your website does not use GTM, you can skip these steps.
Log into Google Analytics to make these changes. Remember to Publish them to make them live on your site!
- Select Triggers in the left menu
- Select the New button at the top of the frame
- Click the Trigger Configuration section to edit
- Choose Custom Event on the right menu in the Other section
- Enter “AWP” in the Event name text box
- In the upper left, name the trigger “AWP”
- Click Save
The variables will be: Event Category, Event Action, Event Label, and Event Value.
- Select Variables in the left menu
- Select the New button in the User Defined Variables section
- Click on the Variable Configuration section to edit
- Select Data Layer Variable from the Page Variables section
- Enter “eventCategory” in the Data Layer Variable Name text box
- Leave Version 2 selected
- In the upper left, name the variable “eventCategory”
- Click Save
- Please repeat steps 2 through 7 with the variables “eventAction”, “eventLabel”, and “eventValue”
- Select Tags in the left menu
- Select the New Button at the top left of the frame
- Click the Tag Configuration section to edit
- Select Google Analytics - Universal analytics
- In Track Type, select Event
- Set the relevant parameters:
- Category = eventCategory
- Action = eventAction
- Label = eventLabel
- Value = eventValue
- Set Non-Interaction Hit as True
- In the Google Analytics Settings, there is likely an existing variable with your UA number.
- If not, set it up by selecting New Variable in the dropdown menu, entering your Tracking ID, and giving the variable a name like “GA Settings”
- Click on the Triggering section to edit
- Select the AWP trigger
- In the upper right, name the variable “AWP”
- Click Save
Publish the Settings
The setup above must be published to be live.
- In the upper right, click the Submit button
- Add a Version name, e.g. AWP Settings, and an optional description
- Click Publish