Workflow to Configure Internal OmniAnalytics (Managed Package)

For the managed package runtime, Vlocity OmniAnalytics can track user interactions with Omniscripts and Flexcards without the use of a third-party tag manager.

This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see Omnistudio Help.

example

Example Omniscript and Flexcard

The tasks in this workflow use two examples throughout:

• An Omniscript that illustrates a simplified purchasing process for one of several smartphones.

• A Flexcard that redirects the user to the Google website.

1. Enable OmniAnalytics and Store Tracking Data (Managed Package).
2. Prepare the Omniscripts and/or Flexcards to be tracked.
3. Create a Tracking Group and Add Components to Track (Managed Package). Specify the example Omniscript and Card as components to be tracked.
4. Create a Lightning App Page with a Tracking Manager (Managed Package). This page includes the example Omniscript and Card and the Vlocity Tracking Manager component.
5. Test the tracking. See Interact with the Example Omniscript and Card (Managed Package).
6. View the Tracking Data in the Vlocity Tracking Group Page (Managed Package).
7. View the Vlocity Tracking Entry Records (Managed Package).
8. Create a Report Using Vlocity Tracking Entry Data (Managed Package).

• Enable OmniAnalytics and Store Tracking Data (Managed Package)
  For the managed package runtime, to enable OmniAnalytics, you must first allocate space in the VlocityMetadata partition of the Platform Cache. Then you must configure custom settings that determine whether OmniAnalytics is enabled and whether OmniAnalytics data is stored in VlocityTrackingEntry__c object records, VlocityTrackingEvent__e platform events, or both.
• Create a Tracking Group and Add Components to Track (Managed Package)
  For the managed package runtime, to specify a group of components to be tracked together, you create a Vlocity Tracking Group and add Omniscript and Flexcard components to it.
• Create a Lightning App Page with a Tracking Manager (Managed Package)
  For the managed package runtime, the Vlocity Tracking Manager is a Lightning Web Component that must be included in any Lightning page that includes components tracked with OmniAnalytics. It listens for user interaction events and sends data for those events to VlocityTrackingEntry__c objects, VlocityTrackingEvent__e Platform Events, or both.
• Interact with the Example Omniscript and Card (Managed Package)
  For the managed package runtime, to generate tracking data, you must interact with the example Omniscript and Flexcard as if you were an end user.
• View the Tracking Data in the Vlocity Tracking Group Page (Managed Package)
  For the managed package runtime, after you have interacted with the example Omniscript and Flexcard, tabs for these components are added to the Vlocity Tracking Group page. On these tabs, you can generate reports of the interaction data being tracked.
• View the Vlocity Tracking Entry Records (Managed Package)
  For the managed package runtime, you can view tracking data in Vlocity Tracking Entry records by creating a custom tab, filtering the list of records, then copying the Data field contents into a JSON formatter.
• Create a Report Using Vlocity Tracking Entry Data (Managed Package)
  For the managed package runtime, you can create a report of Vlocity Tracking Entry record data and filter it by Vlocity Tracking Group.