B2B Commerce analytics for eCommerce onboarding

Use this article as a guide for the timeline and tasks needed to get Optimizely B2B Commerce Analytics for eCommerce (B2B Commerce Analytics) configured for your commerce data. Reference the related documentation to complete your tasks. If you need further assistance, reach out to your Customer Success Director or Support.

For a high-level view of the implementation timeline for all products, visit the Optimizely Implementation Timeline.

The timeline listed mirrors the phases to implement B2B Commerce Analytics. This lets you focus on the dashboards as soon as your production data starts flowing.

Product Notes

B2B Commerce Analytics for eCommerce is a product that is hosted and maintained by Insite
Optimizely will provide any SQL scripts (or file template in the case of data not being loaded into IC for Order History, and so on) needed for implementation
If partner hosted, we request that the export is done on a daily (nightly) basis
Once we have the data flowing in production, the initial data should be available within a few days (at most) to the customer
User access is maintained by Insite
Dashboards are added/updated/maintained by Optimizely and the data is updated on a daily (nightly) basis
For customers that have purchased a B2B Commerce Analytics for eCommerce subscription, 5 users can be added and are part of the subscription. Additional users can be added for an additional cost

Process Workflow

ISC Web	Partner	Customer	ISC Product/OPs
Workshop	Define Requirements for data export (if necessary) and add any custom property fields as defined from customer	Identify Customer and product groups and identify order source options
Build & Verify	Build and verify any data exports or custom fields (send details on Custom fields (location/name) to Optimizely for config setup) for B2B Commerce Analytics	Define/setup GTM tags for Optimizely Analytics in Sandbox	If not hosted at Optimizely. send starter sql files for data export along with S3 credentials
Testing	Test any custom exports or fields for B2B Commerce Analytics	Test sandbox tags and review in GoogleAnalytics	Verify data file transfer to Optimizely if applicable
Go Live	Push changes to production	Copy verified and tested GA/GTM setup to production site. Add GA service account user to production GA and send profileId to Optimizely. Also define users to access IA	Users will be granted access to B2B Commerce Analytics and recevie a welcome email once data is flowing (nightly)

Workshop

The first phase of your B2B Commerce Analytics implementation is to define requirements. (Ideally this would be discussed during integration setup process to make sure integration considerations are taken into account.)

Customer/Partner task: Work with Optimizely to determine product and customer groupings. You will also need to determine your hosting scenario and steps needed to proceed as defined below:

Current hosting scenarios:

Cloud hosted and Order History data being loaded into B2B Commerce

Partner needs to do nothing
Optimizely will work with the customer to configure options and set up the export schedule.

Cloud hosted and Order History data NOT being loaded into B2B Commerce

Partner needs to export data and send to defined location by Insite
The data will need to be scheduled and placed in an Amazon S3 bucket (S3 credentials will be provided by Insite)
Optimizely will work with the customer/partner to configure options and get B2B Commerce data exports scheduled
File layouts will be included for data not coming from the B2B Commerce Db (not necessary if all data is sourced from B2B Commerce Db)

Partner hosted B2B Commerce instance

Partner needs to export data and send to defined location by Insite
The data will need to be scheduled and placed in an Amazon S3 bucket (S3 credentials will be provided by Insite)
Optimizely will work with the customer/partner to configure options
Optimizely will send the SQL files based on the customer/partner discussions that can be used to run the job
File layouts will be included for data not coming from the B2B Commerce Db (not necessary if all data is sourced from B2B Commerce Db)

Partner/Developer: Depending on the document listed above, work scope will be defined in this step. (If data is not hosted by B2B Commerce, work with customer/partner to get the data flowing (based on the hosting scenarios) to S3.)

Build & Verify

This step should be done once your sandbox environment is available.

Customer/Partner task: Google Analytics (GA) and Google Tag Manager (GTM) need to be configured in sandbox to test your tags before production. We recommend advanced GTM setup for more granular search and self-service dashboards. Optimizely can provide a sample setup file (a json file for GTM setup that can be imported into a container) that uses the most recent Cloud features with GTM after a setup discussion with the customer. Your sandbox GTM container ID is set up in B2B Commerce Admin module.

Partner/Developer: If you are using a highly customized website, on premise/SDK customers may need to customize their GTM setup.

If Optimizely does not host your commerce instance, you need to develop the export process for B2B Commerce Analytics, development should be started once sandbox environment is available, and test files should be transferred once you have all of the necessary data loaded in sandbox.

Testing

Customer/Partner task: Test site analytics setup in Google Analytics.

Partner/Developer: Test any custom sql export from sandbox site to s3. The exact customer name to use in the filename will be defined by Optimizely and shared with customer and partner. (note: there will not be any spaces between multi word customer names)

Sandbox filename convention is: Customername-sandbox_sqlfilename.txt

(example: Insite-sandbox_orderhistory.txt)

Production filename convention is: Customername_sqlfilename.txt

(example: Insite_orderhistory.txt)

Go Live

Customer/Partner task: Your defined GA/GTM setup in Sandbox should be copied to production GA/GTM site and GTM container Id set up in B2B Commerce Admin module. You will also need to provide a list of users to Optimizely (maximum of 5) to be granted access to B2B Commerce Analytics.

Partner/Developer: You will copy any custom export process for B2B Commerce Analytics that was tested in sandbox and push the process to production.

After Go Live

Data will start flowing into B2B Commerce Analytics on a nightly basis. Once data has been verified by Optimizely. your users as defined in the prior step will receive a welcome email from B2B Commerce Analytics to set up their password. This notification will serve as the notification that data is now available to view in B2B Commerce Analytics.

Post Production Release

If you have questions about B2B Commerce Analytics for eCommerce, reach out to your Customer Success Director or Support.

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