Configuration – Working With Left Menu (NetVision)

Configuration settings in NetVision are those settings that are used to set up some background regarding sessions. Only the Admin user can configure system-related settings by using the Config section of the NetVision GUI. Normal users can only view the configuration settings.

Checkpoint

Checkpoints are used to match a certain string that is displayed on the site on the occurrence of an event, such as Coupon expired, Item out of stock, Session expired, etc. The checkpoints are mapped with Events. When a string is matched, the associated Event name is displayed in the session.

To view the created check points, select Configurations > Check Point. The Checkpoint window is displayed.

The Checkpoint window contains the following attributes:

 

  • State: It specifies the status of Checkpoint. It can be either Active or Inactive.
  • Check Point Name: Specifies the name of the checkpoint.
  • Page: Specifies the page on which the Checkpoint is applied.
  • Scope: Specifies the page load criteria – Dom Change/Complete DOM.
  • Selector/URL: It is the CSS selector of the element on which we are applying checkpoint.
  • Rules: Specifies the number of rules applied in the checkpoint.
  • Matching Criteria: It specifies the matching criteria of the Checkpoint. For example – matching of specific text or matching of prefix and suffix text.
  • Event Name: It is the name of the event to which the Checkpoint is mapped.
  • Actions: Enables you to update or delete the required checkpoint.

 You can perform the following actions on Checkpoints:

  • Add
  • Delete
  • Update

Adding a Checkpoint

To add a check point, click the Add button on the Checkpoint window. The Add Check Point window is displayed:

In the Add Check Point window, specify the following settings:

  1. Define Checkpoint.
  2. Specify Rules.
  3. Match Criteria.
  4. Select an action to trigger an event.
  5. Save your checkpoint configuration settings.

Define Check Point

In the Define Check Point section of the Add Check Point window, provide the following information:

  1. Enter the check point name.
  2. Select the Scope of the page from the following options:
    • Complete DOM: Complete page is loaded
    • DOM Change: Only specific part of page is loaded
    • All: Combination of both (Complete DOM and DOM Change)
    • Both domchange & completeDom: Fire checkpoint when either of the condition gets true.
    • Http Response: Fire checkpoint when XHR success request contains response in JSON format and user configures for it.
    • Http Response Header: Fire checkpoint when user checks for XHR success request response header (content-Length, cache-control etc..).
    • Both Http response & Response Header: Fire checkpoint when either of the condition satisfies.
  3. Enter the DOM selector name.
  4. Select the page to which the Checkpoint is to be applied.

Specify Rules for the checkpoint

In the Rules section of the Add Check Point window, define rules for your checkpoint:

  1. Click the Edit button in the Rules section. The Define Selector dialog box is displayed.

2. Choose a Selector type to pick text based on the given scope. You can select one of the following type of selectors, which further require different parameters:

  • Specific Text Pattern
  • Left Bound Right Bound
  • Jsonpath Selector
  1. Enable the Regex field and enter the string name.
  2. Click Test to verify the test string.

Note: Enable the Ignore case option to pass the rule for any type of text.

  1. Click Save.
  2. Click Add to include the rule.

Match Criteria

After specifying the rules, you need to specify some string-based match criteria:

  1. If the match criteria are based on specific text, then select this option and provide the text string. User also needs to specify the condition for event generation from the following options:
    • Match Text found
    • Match Text not found
  1. If the match criteria are based on start and end of string, then select this option and provide the start string and end string. User also needs to specify condition of event generation.
    • Match Text found
    • Match Text not found
    • Length of content between start and end string less than or equal to what number
    • Value of content between start and end string is equal/not equal to a specified string or contains a specific part of string.

After this, user needs to specify the match text in page response

  1. If match criteria are on all pages, then select the All pages option.
  2. If match criteria is to be applied on specific pages only, then select the Specified option and selecting the page using the button.

Define an Action

In the Action section, select a trigger event for invoking the checkpoint.

Deleting a Checkpoint

Follow the below mentioned steps for deleting a Checkpoint:

  1. Open the Checkpoint window.
  2. Click the Delete icon in the Actions column of the selected Checkpoint. The Checkpoint is deleted from the list.

Updating a Checkpoint

Follow the below mentioned steps for updating a Checkpoint:

  1. Open the Checkpoint window.
  2. Click the Edit icon in the Actions column for the required checkpoint name.

  1. Update the Checkpoint details as per your requirements.

4. Click Update.

UX Events

What are Events and how they are configured

An event is a situation a visitor might face while accessing a site. For example – Item out of stock, Item not found for international shipping, Invalid reward code, Invalid promo code, Coupon expired, Session expired, etc. Users can specify whether the event is a Struggling event or not. A struggling event is an event in which a visitor struggles for a particular task and is not able to get success in that activity, such as item out of stock, add to bag maximum limit exceeded, etc.

To view the created events, go to Config menu and click the UX Events menu item. The Events window is displayed.

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The Events window contains following attributes:

  • Struggling Event: It specifies whether the event is struggling event or not.
  • Event Icon: It specifies the icon of the event.
  • Name: It specifies the name of the event.
  • Description: It specifies a brief description of the event.

User can perform following actions on Events:

  • Add
  • Delete
  • Update

Adding an Event

Follow the below mentioned steps for adding an event:

  1. Click the Add button on the Events window. The Events Configuration window is displayed.

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  1. Enter the Name of the event and provide its description.
  2. Select whether the event belongs to a struggling user event or not.
  3. Select the icon for event from the drop-down list.
  4. Click the OK button to save the event.

Deleting an Event

Follow the below mentioned steps for deleting an Event:

  1. Select the Event from the list in the Events window.

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  1. Click the Delete button. The Event is deleted from the list.

Updating an Event

Follow the below mentioned steps for updating an Event:

  1. Select the Event from the list in the Event window and click the Update button, the Event details are displayed for update.

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  1. Update the Event details and click the OK button to save the changes.