The cherry on top is the ability to integrate data in real-time not only with the Data Warehouse, but also with third-party applications such as Facebook Conversion API or Webhooks.
And all this in a matter of minutes.
Table of contents
Reasons for switching to first-party tracking
Radical restriction and complete disabling of third-party cookies in the future may be critical for the operation of analytics products.
User tracking prevention systems such as Intelligence Tracking Prevention (ITP) in Safari and adblocking extensions (such as AdBlock) already restrict or completely block the operation of third-party cookies. Google Chrome has announced the refusal of third-party cookies by the end of 2023.
To provide businesses with high-quality data for use in various teams, and not only for marketing and product analytics.
Ready-made server-side integrations allow companies to meet the need for fast data integration with various teams and products in a matter of minutes.
This is a fairly wide spectrum of tasks: ranging from the integration of user behavioral data into a CRM system to reliable data flows for a recommendation system.
It means that there is no direct connection between the user and the advertising vendor, and you have full control over what data is transmitted to a third party and in what form
With this step-by-step guide, you can set up the collection of first-party data for product and marketing analytics in a matter of minutes.
This data becomes available for streaming raw data to your data warehouse, as well as for synchronization with third-party business tools such as Facebook Conversion API, Salesforce or Zapier.
Then specify the configuration of the data source.
Specify the address of your site.
Step 2. Enable server-side implementation.
This setting provides tracking on behalf of your personal domain.
The point of the setup is to create a subdomain in the DNS settings of your hosting provider and specify a dedicated IP address for your project in Renta as an A-record.
Let’s have a look on example below:
Specify the subdomain on whose behalf the tracking should take place.
For instance, collect.yourdomain.com.
Go to the DNS configuration settings in the control panel of your hosting provider’s website. Copy the selected IP-address and specify it as the A-record for the subdomain created in the previous step.
Use the standard technical specification for the implementation of a custom domain, if your IT department will conduct the DNS configuration (the documentation also contains answers to frequently asked questions).
Step 3. Installing code.
Copy the received tracking code and install it on all pages of your site.
Please note: this code tracks all pageviews on your site by default, but you can also configure the tracking of custom events.
The configuration of first-party tracking is done now.
What’s going on behind the scenes?
Renta will automatically create a secure architecture for server-side tracking and ensure the smooth operation of the server environment.
In other words, you don’t need to deploy servers and configure them by yourself, in contrast to working with tools such as Google Tag Manager Server-side.
All management and maintenance of the server infrastructure automatically take place on Renta’s side.
Product analytics tools help you make decisions to improve the product by measuring and analyzing user behavior in the product. These analytics systems work on the basis of events, where each event captures a specific action in the product.
Marketing analytics is used to analyze and optimize advertising campaigns. Analytics is based on sessions, where each session is assigned to an advertising channel.
This leads to the fact that several analytics systems are being implemented, which can provoke problems in the data:
The implementation of event/conversion tracking by different teams leads to different logic for event data fixing, mismatch of field names, or their complete absence.
In addition, analytics systems aggregate the data in different ways, which also leads to disagreements.
At the same time, marketers need user action data on the product, and product analysts need marketing data to build segments.
User-level data (soon).
A separate table is created in the data warehouse for each data level.
|page||Captures information about page views.|
|track||Provides tasks for tracking user actions. For instance to track transactions or subscribe to a newsletter.|
|identity||Recommended to use only to collect users’ personal data. Helps to build a user profile.|
|group||The event is used to track a group of users.|
The advantage is the ability to completely customize each event due to custom fields (we call them properties).
That is, you can specify a unique set of properties for each event.
The event properties are formed when the JS code is embedded on the site:
In addition, each event comes with standard fields, such as personal data, device characteristics, or UTM parameters.
You can get acquainted with the full list of standard fields in the documentation.
So you get:
A flexible event creation system that completely covers the tasks of product analytics.
Real-time data collection into personal data warehouses such as Google BigQuery or Snowflake.
Full compatibility with marketing analytics data (a session table is built on the basis of events).
The session table is aggregated event data for marketing analytics tasks. We use Google Analytics logic in the sessions count and chose it for the following reasons:
You can use existing SQL queries if you have previously worked with Google Analytics raw data.
The familiar data schema. This will ensure a comfortable migration to Renta products.
Session table schema
You can learn more about the data schema of the table, the features of the logic of calculating sessions, and possible modifications of counting in the documentation.
We have prepared a comparison table so you can determine at what stage your team is at and which solution will be the best for you at the moment:
|You need raw data in your data warehouse.||The aggregated data in the analytics system is enough.|
|You need the ability to combine data from different sources, such as Salesforce, or a product database.||The standard parameters of the analytics system are sufficient.|
|You use BI products for reporting and decision-making.||Standard reports are enough.|
|The importance of real-time data.||A delay in receiving data is acceptable.|
|You use the data to activate users.||You use the data only for reporting.|
|Data control and GDPR compliance are important.||It is acceptable to store data on the analytics vendor servers.|
But in fact, there are many potential use cases for this infrastructure that go far beyond what is usually called product or marketing analytics, and one of them is the automation of customer data.
When you have built reliable data pipelines for analytics, you will undoubtedly come to transfer the collected data back to the CRM, Conversion API, or marketing automation platform and launch further events on top of the collected data.
This is a huge area of opportunities that server-side technologies open up to us.
The following data is available for real-time synchronization:
Event-level data: standard and custom event fields.
How does it work?
Then you will find yourself on the configuration settings page, where the main goal is to specify the mapping fields for synchronizing the data collected by cookieless tracking with the destination point.
This provides full control over the data you share with a third party.
Filters in the activation trigger allow you to create any segment of users who have performed a specified action. This allows you to adapt, among other things, to the legal standards of data collection in your company.
You get a ready-made solution for customer activation in a matter of minutes.
Use this guide to create a reliable first-party data pipeline. And do not hesitate to contact the customer success team if you need technical assistance.