You must complete the go-live checklist to start the provisioning and QA process after you have set the Production Google Analytics and Tag Manager environments. This checklist gives Optimizely access to view your Google Analytics data and sends provisioning details to the Optimizely team.
The go-live checklist requires two steps:
- Add Optimizely as a user to your Google Analytics account, granting access to the GA APIs.
- Send an email to Optimizely with key implementation details.
Add Optimizely as a user to access Google Analytics data
- Sign in to your Google Analytics account and click Admin.
- Go to Account > Account Access Management.
- Select the Add icon.
- Enter the email address analytics@insiteanalytics-169419.iam.gserviceaccount.com. Check the box for Notify new users by email.
- Select Viewer for Direct roles and data restrictions and click Add.
- Close the View access management pop-up screen.
Send provisioning details to the Optimizely team
This final step is to collect the information that Optimizely needs to provision your B2B Analytics account. Before provisioning your account, the Optimizely team requires the following three groups of information:
- The Measurement ID and URL of your Google Analytics accounts. You can find this under Properties > Data Streams > your GA4 stream. If you have multiple sites, you may have multiple properties and containers. Please provide the Measurement ID and URL of all sites. Optimizely can link multiple accounts, properties, and containers to the same instance of B2B Analytics.
- The names and emails of the individuals who should have access to B2B Analytics. The standard B2B Analytics contract includes 5 seats. You can purchase additional seats if needed. Please provide the first name, last name, and email of each individual in your email to analyticsadmin@insitesoft.com. Once your B2B Analytics instance has been provisioned, you may change the names of the individuals that should have access by emailing your Customer Success Manager.
- The five customer and product attributes that should be linked to your B2B Analytics instance. If you are not sure which attributes would be best, you can leave these fields blank to be added later. Once your B2B Analytics instance has been provisioned, you can add or change your customer and product groups by reaching out to your CSM. When selecting the customer and product attributes to link to your Analytics instance, consider which attributes your company typically uses when analyzing its customer list and product list.
- Each customer or product must have a one-to-one relationship with the attribute field. For example, a customer can only be assigned to one region.
- The attribute information for each customer or product must be available in the Admin Console of your Optimizely ecommerce site. The attribute may be a custom field, but the data must be visible on the Product Detail or Customer Detail page.
- Examples of common Customer Group attributes are Customer Region, Customer Vertical, Customer size, Primary Customer Warehouse
- Examples of common Product Group attributes are Product Category L1, Product Category L2, Product Type, Product Brand
Email these details to the Optimizely team at analyticsadmin@insitesoft.com with your Customer Success Manager and/or Onboarding Manager in the CC.
Provisioning process for B2B Analytics
B2B Analytics can only be provisioned against your Production environment. Provisioning does not occur until there are at least 10 orders in the Production Order Table and one month of offline order history pulled into the Admin Console. Once that threshold is met, the Optimizely engineering team will build an instance of B2B Analytics for your account, link the necessary data tables to the backend of the product, and begin the QA process.
To ensure that the data is being presented in B2B Analytics as expected, the Optimizely team will share via email a raw data file export that we have pulled into the B2B Analytics product for approval from you or your partner. Each designated user will then receive an automated email with login instructions.
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