Optivo Quick Start guide

What is our Optivo library?

Optivo is designed to help you measure the performance of your campaign accurately and provide site abandonment targetting. It’s a bit of code that tracks actions such as sales or sign-ups, from users driven to your site from our activity.

Why Use it?

With the ICO’s changes to consent requirements, major brands are reporting that trackable traffic has dropped to 50%. Traditional cookie-based or S2S tracking frameworks are underreporting and misattributing conversions. Our tag utilizes ESB’s first-party data to deterministically identify conversions, operating outside of the consent given on the website’s CMP. This is done in a privacy-safe and GDPR-compliant manner.

  • Track conversions: Know exactly which marketing campaigns are working.
  • Increased accuracy: Our library is multi-touchpoint to accurately pinpoint conversions to report back to you.
  • Easy to install: Set it up in just a few minutes; no heavy lifting is required.
  • Make informed optimizations: Use real data to run optimizations.

What You’ll Need

  • A small piece of JavaScript code we provide.
  • Ability to add this code to your website or use Google Tag Manager.
  • Know which pages on your site you want to track and which page(s) count as a “conversion” (like a successful checkout page).

Adding to Site

  1. Add the Code: We’ll give you a snippet of the code. You or your website admin need to paste this into your website’s pages before the </body> tag at the bottom of the page.
  2. Customize Your Pages:
    • Conversion Pages: Identify which pages count as a conversion. I.e., “Thank You” page after a purchase.
  3. Verify It’s Working: After adding the code, make sure everything’s tracking correctly. You can check this easily in your web browser’s console window.

Add to GTM

  1. Create a New Tag in GTM: Name it something like “Optivo Tracker”.
  2. Use Custom HTML: Paste our provided JavaScript code into the HTML box.
  3. Set Your Pages: Just like in the direct installation, adjust the code to include your specific conversion pages.
  4. Choose When to Fire the Tag: Pick which pages the tag should work on. This is where you ensure it only activates on the pages you want.
  5. Publish Your Changes: Don’t forget to save and publish your changes in GTM.

Checking Everything’s Good

After setting up, do a check by visiting pages where tracking is enabled. Open your browser’s console and look for a confirmation that says, “[OPTIVO]: Active on this page.”

To track a consumer on your website, they either need to be logged in or if they are anonymous, they need to hit the accept button on your CMP (consent management platform). If a user chooses to reject tracking, you cannot track that user’s movement across the website until a purchase is made. The issue here is that once a purchase is made, that user cannot be attributed to the traffic referral, as they have opted out of tracking.

ESB’s tag works based on hashed email addresses. When we send traffic to your website, we have permission via our own opt-in to track that user. Once they make a purchase, you have permission to send an encrypted hash of the email address to us. We can then run a lookup to see if that user was directed to you through the emails we sent on your behalf – essentially, we are in a consent bubble. This means we can accurately track sales.