This document provides an overview and instructions for using Adobe Processing Rules:
- Processing rules allow users to manipulate data collection and reporting without coding knowledge by defining conditions and actions.
- They are applied as data is collected to handle things like overwriting variables, altering captured data, and capturing missing query strings.
- Processing rules are configured at the report suite level by adding conditions and actions to define rules and viewing active or historical rules. Marketing channel rules also categorize hits into channels.
- Rules are applied during the data collection process before data reaches reports to effectively modify data based on defined criteria.
2. Adobe Processing Rules Help document
December - 2018
Introduction
Processing rules simplify data collection
and manage content as it is sent to
reporting.
What's great with Processing Rules ?
▪ It comes free in your Adobe Marketing Cloud product. And is ready to use without any big
changes to your overall approach to implementation.
▪ No code knowledge required and can manipulate data collection without any coding
knowledge
▪ No IT team dependency Rules can be set up, enabled without a test cycle, completely
independent of IT or QA teams.
▪ Places where it's presence really matters Third-party pages where you can’t change your
code to put a Tag Management snippet on.
▪ Processing rules are set at the report-suite level. Can easily be copied from suite to suite,
having specific suite mentioned.
Where it’s useful ?
▪ Realized that you have missed to capture a any query string, post s code roll out
▪ Wish to overwrite any variable value without re-writing s code
▪ Wish to alter data being captured at report suite level
▪ Have no expertise for frequent edits to s code
▪ Have no time to pinch in IT team often, for any biz amends
Data
Collection
Processing
Rules
VISTA
Marketing
Channel
Processing
Rules
AppMeasurement for JS, Flash, iOS,
etc.
Data Insertion API
Dynamic Variables
3. Adobe Processing Rules Help document
December - 2018
Configure Processing Rules
How does the Processing Rules Work ?
▪ Processing rules let you make changes to data based on defined conditions. When attributes or values match defined conditions, values can be
set and deleted, and events can be set.
▪ Processing rules are applied to data as it is collected, and rules are applied to all data that comes through the AppMeasurement libraries and
through the Data Insertion API. Processing rules also apply to the full and log data sources. These sources contain data that represents a hit or
an action that a user takes. Processing rules do not apply to other data sources.
Analytics Processing Order
To effectively use processing rules it is essential to understand when they are applied during data collection.
Dynamic Tag
Manager
AppMeasurement
Bot Rules Mobile
SDKs Data
Insertion API
Dynamic Variables
Processing Rules VISTA Visitor Profiles Marketing
Channels
Processing Rules
Report Servers Classifications
Report Servers
Report Servers
4. View processing rule history:
View active processing rules:
Adobe Processing Rules Help document
December - 2018
Configure Processing Rules
Processing rules are set on report suites and below are steps to be followed:
Create processing rules
Add
Action and
click Save
Add
Condition
and select
rule
applies
Add Rule
Processing
Rules
GeneralEdit Setting
Select
Report
Suite
Report
Suite
Admin
Login to
Adobe
Analytics
Analytics Admin Report Suites Edit Settings General Processing Rules
Analytics Admin Report Suites Edit Settings General Processing Rules View History
5. Configure Processing Rules
Create Marketing Channel processing rules, which determine if a visitor hit meets the criteria assigned to a channel.
This procedure uses an email rule as an example. The example assumes that you have added an email channel to your list of channels on the
Marketing Channel Manager page.
Create Marketing Channel processing rules
Analytics Admin Select Report Suites Edit Settings Marketing Channels
Marketing Channel
Processing Rules
Use Boolean logic (if / then statements) to configure a rule. For example, in an email channel rule, provide
the settings or information emphasized in the following rule statement:
"If All or Any of the following are true: Query String Parameter<value>exists...
"Then identify the channel as Email...
"Then set the channel's value to Query String Parameter<value>."
6. Configure Processing Rules
Below screenshot shows how the data get categorized in the Last touch channels report in adobe analytics.
Create Marketing Channel processing rules