Getting started with Adverity

This guide provides a simple walkthrough of Adverity from start to finish where you will collect data from a source and set up a dashboard that provides insights for your marketing campaigns.

Introduction

The journey of your data

When you start using Adverity, your marketing data may be scattered in many different data sources. These sources follow their own conventions for formatting data. Because of this, making sense of the data is a real challenge. To solve this problem with the help of Adverity, follow this work process:

  • Collect marketing data from many different sources into a unified platform.

  • Modify and transform data.

  • Harmonize and consolidate data.

  • Transfer your data to Adverity’s own marketing reporting module or an external Destination.

  • Analyze the data and present your insights.

  • Receive AI-powered suggestions to optimize the performance of your marketing campaigns.

Adverity workflow

This guide does not cover the whole functionality of Adverity. For more information on advanced features, see Guides and Reference.

Navigating the user interface

The six tabs in the top navigation panel are called elements. The six elements form three groups in the following way:

  • Connect, Enrich & Transfer

  • Explore & Present, Adverity's marketing reporting solution

  • Reveal

Depending on how Adverity is implemented for your organization, you see all or some of these groups.

The content of the left navigation panel changes depending on the page you see.

With the Select Workspace button, you access the list of Workspaces in your organization and the Workspace administration page.

Main parts of the Adverity interface

Procedure

Choosing your Workspaces

A Workspace in Adverity is where you store your data. Your organization also uses Workspaces to manage access rights.

To complete this guide, you need two different Workspaces:

  • Choose a Workspace in Connect, Enrich & Transfer.

  • Choose another Workspace in Explore & Present.

If your organization has just started using Adverity, the Adverity Implementation Team has already set up a Workspace for you to start with. If your organization already has a Workspace structure in place, ask the Adverity administrator in your organization which Workspaces you can use.

For more information, see Creating Workspaces.

Collecting data

This section explains how to collect data about yesterday’s most viewed pages from English Wikipedia.

To collect data from Wikipedia, follow these steps:

  1. Click the Connect element.

  2. In the top left corner, click Select Workspace.

  3. From the list, select the Workspace you work with in Connect, Enrich & Transfer.

  1. In the top right corner, click + Add new datastream.

  2. Search for and click Wikipedia.

  1. (Optional) Rename your Datastream.

  1. In the Wikipedia Name (WP Code) field, select English Wikipedia (en) from the drop-down menu.

  2. In Fields, remove access, project and rank. The data fields that Adverity fetches from Wikipedia are listed under Fields.

  1. Click Next.

  1. Click Next again.

  2. Click Yesterday.

  1. Click Run Fetch.

The fetch collects data from Wikipedia. The Overview page of the newly created Datastream is now displayed. To preview the collected data, follow these steps:

  1. In the All tasks tab, find the task at the top of the list, and click Show extracts.

  2. Click the top hyperlink.

  3. The Data Extract is displayed in a table containing the data that you have fetched.

Harmonizing data

The data tables you collect from different sources follow different naming and formatting conventions. They use different names for the same thing. In this format, it is difficult to make sense of your data. Adverity harmonizes data from different sources by applying unified naming and formatting conventions.

To map source fields to target fields that conform to Adverity’s schema, follow these steps:

  1. In the left navigation panel, click Schema Mapping.

  2. For each cell of the Target column, write the value displayed in the Target column in the table below, and select that value from the drop-down list.

    Name

    Target

    article

    page_name

    day

    day

    views

    views

  3. Click Save Mapping.

For most data sources, configuring Schema Mapping manually is not necessary and you can use Adverity's default mapping.

Transferring data

Transfer your data to a Destination to store and further process information.

To transfer your data, choose one of the following options:

Transferring data to Explore & Present

To transfer your data from the Wikipedia Datastream to Explore & Present, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the Wikipedia Datastream.

  1. In the left navigation panel, click Destinations.

  2. Click + Assign Destinations. If you already have Destinations assigned to this Datastream, click + Assign another Destination.

  3. Select the checkbox of the Explore & Present Destination.

  4. Click Save.

  1. Find the Explore & Present Destination in the list, and click Destination Settings on the right.

  1. In the Explore & Present Workspace field, select the Workspace that you use in Explore & Present.

  1. Click Save.

  1. In the left navigation panel, click Overview.

  1. In the list in the Destinations box, find the Explore & Present Destination, and enable the toggle.

  2. In the All tasks tab, find the top element, and click Refetch on the right.

Creating widgets and a dashboard

A widget is a table or a chart which represents your data. You add the widgets that you create to a dashboard. A dashboard gives you the most up-to-date information about your marketing campaigns, and you can share it with anyone.

To create your widgets, follow these steps:

  1. Click the Explore element and select the Workspace you work with in Explore & Present.

  1. In the left navigation panel, click Wikipedia.

  2. In the Wikipedia section in the left navigation panel, click Page Name and Views to add these fields to your widget.

  3. In the Dimensions panel, click Datasource to see the options for this field. Click Remove.

  4. In the Metrics panel, click Views to see the options for this field. Click Sort descending.

  1. To the right of the table that you have created, click Limit rows.

  2. In the pop-up window, select Use limit and write 10 in the text field. Click Apply.

  1. In the table that you have created, right-click one of the values in the Views column to see visualization options. Click All articles.

Adding the widgets to a dashboard

To add the widgets that you have created to a dashboard, follow these steps:

  1. To the right of the table, click Add to dashboard.

  2. In the pop-up window, select Add to new draft dashboard. Name your new dashboard and click Add.

  3. To the right of the chart that you have created, click Add to dashboard.

  4. In the pop-up window, select Add to existing dashboard. From the drop-down menu, select the dashboard that you have created and click Add.

Viewing the dashboard

To view the dashboard, follow these steps:

  1. Click the Present element and select the Workspace you work with in Explore & Present.

  1. Click the dashboard that you have created.

Publishing the dashboard

To publish the dashboard, follow these steps:

  1. Click the Present element and select the Workspace you work with in Explore & Present.

  1. Click the dashboard.

  2. Click Dashboard sharing.

  1. In the Publish section, enable the toggle.