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.
Mandatory and one-time set-up actions
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.
Tag
First, you’ll need to install the generic AB Tasty tag 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 this guide.
Transaction Tag
If your website is an e-commerce site, a lead generation platform, or a media website, you’ll need to use the transactional tag, 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 All about Tags article on how to implement the transaction tag.
Cookies and Privacy
You’ll also need to set up the right configuration for your cookie deposit. There are several different ways to do this to get the best results, depending on your objectives. This article explains each different method.
Declare your domain account
You’ll also need to declare your domain to make your tag work on it. This article explains how to do it.
Unlock the SSO option
If you need to secure your connections to AB Tasty within your organization, refer to this article to activate that option.
Build your team
Invite your colleagues to the AB Tasty workspace. Please refer to this user rights article to learn how and to choose the correct role for each one.
Connect your analytics tool
AB Tasty is compatible with most of the analytics tools on the market, all are available in our Integration Hub. 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 this article.
Connect your Datalayer
AB Tasty can connect to Google Tag Manager, Commander Act, and Tealium to use their Datalayer objects to trigger campaigns, via this page. Refer to our article to learn more.
Connect your CDP / DMP / CRM
AB Tasty is fully compatible with most CDPs on the market, you'll find them in our Integration Hub. To pull CDP segments into AB Tasty’s platform and activate your campaigns in these segments, refer to the following guide.
Campaign preparation, set-up actions
Audience segments
It’s best to build your segments as soon as possible so you can gather data until the tag is installed. To learn how, please refer to this article: How to create a segment
Saved triggers
Declare your pre-set triggers to use it easily in a click in your future campaigns. To learn how, please refer to this article: How to create a trigger
Page Builder
Use the Page builder 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: How to create a saved Page
Goals management page
Set up your metrics in the Goals Management page(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: Metrics Article.
Theme
Your theme 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: How to declare your widget theme.
Widgets preset
Our Widgets are easy to use: you can add easily a banner or a popin on your website thanks to our wide library. 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: Creating and managing Widgets.
Account Javascript
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 Account Javascript container. 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: How to configure JavaScript.
Account customization
Timezone and Currency
AB Tasty should be set up with the correct Timezone, and currency for your location. 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: Account customization
Profile customization
The personal information page (default) 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
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 article.
User information
On this page, users can update their personal information such as their first name, last name, and preferred language (English, French, German, Spanish or Japanese).
Connection with Google
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.
Notifications center preferences
The notification center enables each user to save its preferences in terms of alerts subscriptions.
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.