Composable Analytics for Sitecore XM Cloud

Go beyond page-level tracking. Unify Sitecore content, CRM, and behavioral data with analytics that gives you component-level insights, automated Power BI dashboards, and the flexibility to adapt as your needs evolve.

• Unify Your Marketing Data Without Engineering Bottlenecks
• Make Faster Decisions with Real Context
• Own Your Data, Control Your Costs
• Future-Proof Your Marketing Stack

Unify RelevantEdge BI analytics with ContentSignals™ for deeper content insights. Learn more.

RelevantEdge web tracker — based tail.js technology

To support end-to-end data protection, RelevantEdge introduced the RelevantEdge web tracker based on the tail.js open-source project.

Unlike traditional web trackers, the RelevantEdge tracker is integrated with the content management platform (CMS or otherwise) to provide analytics insights based on your content architecture.

The RelevantEdge tracker user automated event tracking to reduce the need for manual tagging.

The tracker uses server-side technology and user-session scoped data model, ideal for better understanding user behavior.

Cookie encryption and other techniques ensure that user data is less prone to being blocked or subject to cookie expiration policies.

Situation / requirements

Financial asset management organization with several billion euros under management and dozens of funds traded via the organization’s website.

Not satisfied with the aggregated insights and manual set up with traditional analytics.

Data security, data protection and compliance are key requirements.

Attribution for content types and engagement with fund pages is a top marketing requirement based on behavioral metrics.

A leading finance organization based in Europe has implemented the RelevantEdge BI solution for Sitecore XMC.

With dozens of funds and billions of euros under management, the organization uses the RelevantEdge solution for day-to-day analytics as well as advanced insights such as user-journey behavior, conversion funnels, content attribution and campaign performance.

Key BI and analytics advantages attained by the organization include:

• Understanding the impact of consent selections of users that is joined with session data and content consumption
• Easier stakeholder collaboration using Microsoft 365 and Power BI reports and dashboards
• Reduced compliance effort due to the organization itself being the sole data processor
• Better dashboard insights using CRM data that is integrated with Sitecore XMC for content type and fund data
• Granular filtering of user journeys visualized in paths to understand how editorial content influences conversions
• A high-degree of data security, using existing policies and infrastructure, without extra cost

Based on the initial successes using the RelevantEdge solution, future plans include unifying additional data sources for increased market intelligence as well as measuring how AI assistants use the site.

The RelevantEdge solution makes extensive use of automation and intelligent data schema discovery.

This includes adding new data sources and even websites in a multi-site Sitecore solution.

For example, when a new page, form or event site is added to the Sitecore XMC implementation, no manual work is needed to see BI insights for these elements when published.

When a user submits a webform and is created as a lead or opportunity in CRM, the updated record in CRM is shown in the BI report … within seconds.

RelevantEdge uses automation to dramatically reduce the need for manual website tagging, data stitching, and BI coding for dimensions, table relations, fields, measures and more.

Cookieless tracking option

The RelevantEdge tracker (based on tail.js) natively integrates with the consent mode standard used by consent management tools.

When a website user is presented with a consent banner, the user’s selection is joined with the user’s session data. With this the subsequent events (views, clicks, scrolls, form submits) are filterable by the four consent selections (and combinations) in BI for insights.

The RelevantEdge tracker provides the option for cookieless tracking for users that select the necessary only consent option. Privacy directives such as GDPR do not forbid associating events such as page views by page name with a user’s session as long as a cookie is not placed on the user’s device.

In BI and reporting, you are able to view, for example, page views by consent selection — including anonymous and any consent (performance, statistics and marketing).

With this, marketers get a more comprehensive understanding of how all users engage with content across all consent selections.

The RelevantEdge solution auto-generates ready-to-use BI reports, saving time and cost to go from data to decisions.

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