Onboarding tasks
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This article shows you how to set up your account when you start using AB Tasty. Following this process will save time in the future and make it easier to launch new AB Tasty campaigns.
The following actions will set up your AB Tasty. They are one-time actions so won’t need to be redone or reviewed unless you change your analytics tool, for example.
First, you’ll need to install the on all the pages of your website. Putting this tag on every page of your site is the only completely mandatory action you’ll need to perform to make AB Tasty work. For a step-by-step guide on how to install the AB Tasty tag, refer to .
If your website is an e-commerce site, a lead generation platform, or a media website, you’ll need to use the , so your reports are focused on the primary goal of your website. For more information about how to install a transaction tag, refer to the specific section about transaction tags in our article on
You’ll also need to set up the right configuration for your . There are several different ways to do this to get the best results, depending on your objectives. explains each different method.
You’ll also need to declare your to make your tag work on it. explains how to do it.
If you need to secure your connections to AB Tasty within your organization, refer to to activate that option.
Users can also connect or disconnect their Google account to their AB Tasty account. To do so, a password must be set for the AB Tasty account. Users can request password instructions by clicking on the provided link.
To set up notifications for the scheduled campaign "launch" or "pause" events, go to your profile section, find the email notification settings and turn on the toggle "E-mail" and click on Save. To stop receiving these notifications, turn off the toggle and click on Save.
This allows you to stay informed about important events in your campaigns and optimize their performance.
Invite your to the AB Tasty workspace. Please refer to this to learn how and to choose the correct role for each one.
AB Tasty is compatible with most of the analytics tools on the market, all are available in our . You can continue to analyze your campaigns and adjust them in the AB Tasty platform, but also give your analytics tool access to AB Tasty data, such as tests, personalization campaigns, etc. For more on how to link AB Tasty to your analytics tool, see \
AB Tasty can connect to Google Tag Manager, Commander Act, and Tealium to use their Datalayer objects to trigger campaigns, via this . Refer to our to learn more.
AB Tasty is fully compatible with most CDPs on the market, you'll find them in our . To pull CDP segments into AB Tasty’s platform and activate your campaigns in these segments, refer to the
It’s best to build your as soon as possible so you can gather data until the tag is installed. To learn how, please refer to this article:
Declare your to use it easily in a click in your future campaigns. To learn how, please refer to this article:
Use the to define the structure of your website. This saves time as you won’t have to define the URL structure of your product pages for each campaign. For information about how to use Page builder refer to this guide:
Set up your metrics in the (action trackings "clicks", custom trackings, page trackings etc.) to have easy access to frequent objectives when you set up future campaigns. For more information, refer to this article:
Your is your brand color palette which is specific and unique. Declare your UI rules once and retrieve it in the editor. For information about how to use the theme configurator refer to this article: \
are easy to use: you can add easily a banner or a popin on your website thanks to our . But once updated to your style, needs and preferences, it's useful to save your widget as a preset. This way you'll build a library of your own customized widgets For information about how to use presets refer to this article: \
You can automatically embed certain pieces of code into the AB Tasty tag in order to trigger it in any page of your website, in our. This is used to set up specific actions, such as recording a hit each time a video has been fully viewed. For more information, refer to this guide:
AB Tasty should be set up with the correct . This ensures the most relevant settings are used to analyze your data and deliver the most useful insights. For more information, refer to this article:
on the "Profile" section within the AB Tasty platform allows users to personalize their user-specific information. This page can be accessed by clicking on the user icon located in the top right corner of the platform and then selecting "Profile."
Multi-Factor Authentication (MFA) is mandatory for all users. This is a more secure method of confirming a user's identity when logging into the platform. Once enabled, users will be prompted for an additional authentication code when logging in. Users must configure MFA during their onboarding and can manage their favorite method in the settings. For more information, please refer to this .
On this , users can update their personal information such as their first name, last name, and preferred language (English, French, German, Spanish or Japanese).
The enables each user to save its preferences in terms of alerts subscriptions.