Manage personalization and analytics for sites

In XM Cloud, you can control how analytics and personalization are calculated: whether they apply to one site language, all the languages of a site, or to several sites together. You do this using an analytics identifier. Personalization and analytics are calculated separately for each identifier.

An analytics identifier lets you:

  • Track how users interact with your site, generating useful analytics data about user traffic and interactions with the overall site, pages, and forms.

  • Personalize site pages to tailor the experience to a specific audience.

One analytics identifier is assigned to a site in its default language when it is created. You can assign the same analytics identifier to multiple sites or multiple languages of the same site, to aggregate or separate analytics data and personalization calculations.

Note

To create and manage sites and site collections, you must have the Admin or the Sitecore Client Site Managing role. Contact your system administrator to request the access rights as needed.

Manage analytics identifiers for a site

You can modify the analytics identifier for any of the languages assigned to the site, including assigning the same identifier to multiple languages if required.

To add an analytics identifiers for a specific site:

  1. On the Sites homepage, click Actions for the site you want to manage, and click Settings.

  2. On the left, click Site hosts. You can see all the site hosts listed in a table, even though most of the time there is usually only one item in that table.

  3. In the table of site hosts, click the name of the site host for which you want to define an analytics identifier.

  4. On the site host specific page, click the Analytics and personalization tab. You can see all the languages for this site definition, and their assigned identifiers.

    The analytics and personalization tab in the site definitions in XM Cloud

  5. To add an analytics identifier to a language, click the plus icon next to that language.

    Note

    When you add a language to a site, it doesn't have an analytics identifier assigned, which means personalization and analytics aren't enabled for that language. It's your choice whether or not to allow those functionalities by assigning an analytics identifier.

  6. Choose whether to create a new identifier or assign an existing one by clicking the relevant tab.

    Create a new site identifier or assign an existing one in XM Cloud

  7. If you are creating a new identifier, give it a name.

  8. If required, change the length of time after which an inactive visit (session) is closed. The default timeout is 30 minutes. Any resumed activity after the timeout has lapsed is considered as a new visit for the purpose of analytics and personalization.

To unassign an assigned identifier:

  • In the Analytics and personalization table, in the row of the language version of the site you do not want to include in your analytics, click Unassign.

At the site level, you can create, assign and unassign identifiers. However, deleting analytics identifiers is done at the environment level.

Manage analytics identifiers for the environment

At the environment level, in Settings, a table lets you:

  • View all the analytics identifiers created for all environments of the organization.

  • See the sites the analytics identifiers are assigned to for the current environment.

  • Delete any analytics identifiers.

To manage analytics identifiers:

  1. In the XM Cloud header, click Settings.

    In XM Cloud, manage site identifiers for your environment

  2. In the right-hand pane, click Analytics identifiers to see a list of sites and their analytics identifiers. The list shows all the analytics identifiers for the current organization, but only shows details of assigned site definitions for the current environment.

  3. Locate the relevant identifier using the search bar. You can see all the sites that use this identifier in the current environment, and the timeout in minutes.

  4. To delete an identifier, click Delete.

    Note

    In the table, you can only see what sites of the current environment are assigned to an analytics identifier. Avoid deleting an analytics identifier that appears unassigned to any site, because it could be assigned to a site in a different environment from the same organization.

    Important

    Deleting an analytics identifier doesn't delete any previously collected analytics data. If you want, you can restore a deleted identifier, or assign a different identifier to sites and languages that used the deleted identifier.

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