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• How to measure the performance of a newsletter (or any email) with Piwik

  19 décembre 2017, par InnoCraft — Community

  To be able to grow your business, it is crucial to track all your marketing efforts. This includes all newsletters and emails that you share with people outside of your business. Otherwise, you won’t be able to know which of your daily efforts are yielding results.

  Are you wondering if it is possible to track the performance of an emailing campaign in Piwik efficiently ? Would you like to know if it is technically easy ? No worries, here is a “How to” tutorial showing you how easily you can track an emailing in Piwik properly.

  Different tracking levels for different needs

  There are many things that you may be interested to track, for example :

  

  1. How many users opened your email
  2. How many users interacted with the links in your email
  3. How many users interacted on your website through your email

  Let’s have a look at each of these levels.

  Step 1 – Tracking email and newsletter openings in Piwik

  Tracking email openings requires to add an HTML code to your newsletter. It works through what we call a tracking pixel, a tiny image of 1×1 that is transparent so the user will not be able to see it.
  In order to install it, here is an example of what this code looks like :

  <img src="https://piwik.example.com/piwik.php?idsite=YOUR_PIWIK_WEBSITE_ID&rec=1&bots=1&url=https%3A%2F%2Fexample.com%2Femail-opened%2Fnewsletter_XYZ&action_name=Email%20opened&_rcn=internal%20email%20name&_rck=newsletter_XYZ" style="border:0;” alt="" />

  The Piwik tracking pixel explained

  The above URL is composed of the following URL parameters which are part of our Tracking API :

  • idsite : Corresponds to the ID of the website you would like to track.
  • rec : You need to have rec=1 in order for the request to be actually recorded.
  • bots : Set it to 1 to include all the connections made to this request, bots included.
  • url : corresponds to the URL you would like to display in Piwik every time the email is opened.
  • action_name : This is the page name you would like to be tracked when the email is opened.
  • _rcn : The name you would like to give to your campaign.
  • _rck : The keyword you may like to use in order to summarize the content of your newsletter.

  You may have noticed some special characters here such as “%20”, “%2F”. That’s because the URL is encoded. We strongly recommend you to do so in order for your tracking not to break. Many tools are available on the web in order to encode your URLs such as https://www.urlencoder.org/.

  If you would like to access the previous tracking code easily, keep in mind that you can always find the tracking code generator within the “Piwik admin panel → Tracking code” :

  

  You can find more information about it on our guide at : How do I track how many users open and read my newsletter emails (using a pixel / beacon) ?

  As a result, the information will be pushed as following for any user who opens your email :

  

  To not bias your regular page views on your website with newsletter openings, we recommend tracking newsletter openings into a new website.

  Tracking even more data : the user ID example

  You can go deeper in your URL tracking by inserting other parameters such as the user id if you have this information within your emailing database. One of the main benefit of tracking the User ID is to connect data across multiple devices and browsers for a given user.

  You only need to add the following parameter &uid=XXX where XXX equals the dynamic value of the user ID :

  

  Make sure that UID from your emailing provider is the same as the one used on your website in order for your data to be consistent.

  Important note : some email providers are loading email messages by default which results in an opening even if the user did not actually open the email.

  Step 2 – Measure the clicks within your emailing

  Tracking clicks within an email lets you know with which content readers interacted the most. We recommend tracking all links in all your emails as a campaign, whether it is a newsletter, a custom support email, an email invoice, etc. You might be surprised to see which of your emails lead to conversions and if they don’t, try to tweak those emails, so they might in the future.

  Tracking clicks This works thanks to URL campaign tracking. In order to perform this action, you will need to add Piwik URL parameters to all your existing link URLs :

  • Website URL : for example “www.your-website.com”.
  • Campaign name : for example “pk_campaign=emailing”. Represents the name you would like to give to your campaign.
  • Campaign keyword : for example “pk_keyword=name-of-your-article”. Represents the name you would like to give to your content.
  • Campaign source : for example “pk_source=newsletter”. Represents the name of the referrer.
  • Campaign medium : for example “pk_medium=email”. Represents the type of referrer you are using.
  • Campaign content : for example “pk_content=title”. Represents the type of content.

  You can find more information about campaign url tracking in our “Tracking marketing campaigns with Piwik” guide.

  Here is a sample showing you how you can differentiate some links in a newsletter, all pointing to the same URL :

  

  Once you have added these URL parameters to each of your link, Piwik will clearly indicate the referrer of this specific campaign when a user clicks on a link in the newsletter and visits your website.

  Important note : if you do not track your campaigns, it will result in a bad interpretation of your data within Piwik as you will get webmail services or direct entries as referrer instead of your newsletter campaign.

  Step 3 – Measure emailing performances on your website

  Thanks to Piwik URL campaign parameters, you can now clearly identify the traffic brought through your emailing. You can now specifically isolate users who come from emails by creating a segment :

  

  Once done, you can either have a look at each user specifically through the visitor log report or analyze it as a whole within the rest of the reports.

  You can even measure your return on investment directly if goals have been defined. In order to know more about how to track goals within Piwik.

  Did you like this article ?

  If you enjoyed reading this article, do not hesitate to share it around you. Moreover, if there are any topics you would like to write us about in particular, just drop us an email and we will be more than happy to write about it.

• How to measure the performance of a newsletter (or any email) with Matomo

  19 décembre 2017, par InnoCraft

  To be able to grow your business, it is crucial to track all your marketing efforts. This includes all newsletters and emails that you share with people outside of your business. Otherwise, you won’t be able to know which of your daily efforts are yielding results.

  Are you wondering if it is possible to track the performance of an emailing campaign in Matomo (Piwik) efficiently ? Would you like to know if it is technically easy ? No worries, here is a “How to” tutorial showing you how easily you can track an emailing in Matomo properly.

  Different tracking levels for different needs

  There are many things that you may be interested to track, for example :

  

  1. How many users opened your email
  2. How many users interacted with the links in your email
  3. How many users interacted on your website through your email

  Let’s have a look at each of these levels.

  Step 1 – Tracking email and newsletter openings in Matomo

  Tracking email openings requires to add an HTML code to your newsletter. It works through what we call a tracking pixel, a tiny image of 1×1 that is transparent so the user will not be able to see it.
  In order to install it, here is an example of what this code looks like :

  <img src="https://piwik.example.com/piwik.php?idsite=YOUR_PIWIK_WEBSITE_ID&rec=1&bots=1&url=https%3A%2F%2Fexample.com%2Femail-opened%2Fnewsletter_XYZ&action_name=Email%20opened&_rcn=internal%20email%20name&_rck=newsletter_XYZ" style="border:0;” alt="" />

  The Matomo tracking pixel explained

  The above URL is composed of the following URL parameters which are part of our Tracking API :

  • idsite : Corresponds to the ID of the website you would like to track.
  • rec : You need to have rec=1 in order for the request to be actually recorded.
  • bots : Set it to 1 to include all the connections made to this request, bots included.
  • url : corresponds to the URL you would like to display in Matomo (Piwik) every time the email is opened.
  • action_name : This is the page name you would like to be tracked when the email is opened.
  • _rcn : The name you would like to give to your campaign.
  • _rck : The keyword you may like to use in order to summarize the content of your newsletter.

  You may have noticed some special characters here such as “%20”, “%2F”. That’s because the URL is encoded. We strongly recommend you to do so in order for your tracking not to break. Many tools are available on the web in order to encode your URLs such as https://www.urlencoder.org/.

  If you would like to access the previous tracking code easily, keep in mind that you can always find the tracking code generator within the “Matomo admin panel → Tracking code” :

  

  You can find more information about it on our guide at : How do I track how many users open and read my newsletter emails (using a pixel / beacon) ?

  As a result, the information will be pushed as following for any user who opens your email :

  

  To not bias your regular page views on your website with newsletter openings, we recommend tracking newsletter openings into a new website.

  Tracking even more data : the user ID example

  You can go deeper in your URL tracking by inserting other parameters such as the user id if you have this information within your emailing database. One of the main benefit of tracking the User ID is to connect data across multiple devices and browsers for a given user.

  You only need to add the following parameter &uid=XXX where XXX equals the dynamic value of the user ID :

  

  Make sure that UID from your emailing provider is the same as the one used on your website in order for your data to be consistent.

  Important note : some email providers are loading email messages by default which results in an opening even if the user did not actually open the email.

  Step 2 – Measure the clicks within your emailing

  Tracking clicks within an email lets you know with which content readers interacted the most. We recommend tracking all links in all your emails as a campaign, whether it is a newsletter, a custom support email, an email invoice, etc. You might be surprised to see which of your emails lead to conversions and if they don’t, try to tweak those emails, so they might in the future.

  Tracking clicks This works thanks to URL campaign tracking. In order to perform this action, you will need to add Matomo (Piwik) URL parameters to all your existing link URLs :

  • Website URL : for example “www.your-website.com”.
  • Campaign name : for example “pk_campaign=emailing”. Represents the name you would like to give to your campaign.
  • Campaign keyword : for example “pk_keyword=name-of-your-article”. Represents the name you would like to give to your content.
  • Campaign source : for example “pk_source=newsletter”. Represents the name of the referrer.
  • Campaign medium : for example “pk_medium=email”. Represents the type of referrer you are using.
  • Campaign content : for example “pk_content=title”. Represents the type of content.

  You can find more information about campaign url tracking in our “Tracking marketing campaigns with Matomo” guide.

  Here is a sample showing you how you can differentiate some links in a newsletter, all pointing to the same URL :

  

  Once you have added these URL parameters to each of your link, Matomo (Piwik) will clearly indicate the referrer of this specific campaign when a user clicks on a link in the newsletter and visits your website.

  Important note : if you do not track your campaigns, it will result in a bad interpretation of your data within Matomo (Piwik) as you will get webmail services or direct entries as referrer instead of your newsletter campaign.

  Step 3 – Measure emailing performances on your website

  Thanks to Matomo (Piwik) URL campaign parameters, you can now clearly identify the traffic brought through your emailing. You can now specifically isolate users who come from emails by creating a segment :

  

  Once done, you can either have a look at each user specifically through the visitor log report or analyze it as a whole within the rest of the reports.

  You can even measure your return on investment directly if goals have been defined. In order to know more about how to track goals within Matomo (Piwik).

  Did you like this article ?

  If you enjoyed reading this article, do not hesitate to share it around you. Moreover, if there are any topics you would like to write us about in particular, just drop us an email and we will be more than happy to write about it.

  The post How to measure the performance of a newsletter (or any email) with Matomo appeared first on Analytics Platform - Matomo.

• Lawful basis for processing personal data under GDPR with Matomo

  30 avril 2018, par InnoCraft

  Disclaimer : this blog post has been written by digital analysts, not lawyers. The purpose of this article is to explain what is a lawful basis and which one you can use with Matomo in order to be GDPR compliant. This work comes from our interpretation of the following web page from the UK privacy commission : ICO. It cannot be considered as professional legal advice. So as GDPR, this information is subject to change. GDPR may be also known as DSGVO in German, BDAR in Lithuanian, RGPD in Spanish, French, Italian, Portuguese. This blog post contains public sector information licensed under the Open Government Licence v3.0.

  The golden rule under GDPR is that you need to have a lawful basis in order to process personal data. Note that it is possible to not process personal data with Matomo. When you do not collect any personal data, then you do not need to determine a lawful basis and this article wouldn’t apply to you.

  “If no lawful basis applies to your processing, your processing will be unlawful and in breach of the first principle.“

  Source : ICO, based on article 6 of GDPR.

  As you may process personal data in Matomo, you have to :

  1. define a lawful basis.
  2. document your choice.
  3. inform your visitor about it in a privacy notice.

  Even if you think you don’t process personal data, we recommend reading this post about personal data in Matomo (personal data may be hidden in many ways).

  Note that if you are processing special category data (ethnic origin, politics, religion, trade union membership…) or criminal offence data ; extra responsibilities are applied, and we will not detail them in this blog post.

  1 – Define a lawful basis

  There are 6 different lawful bases all defined within article 6 of the GDPR official text :

  1. Consent : the data subject has given consent to the processing of his or her personal data for one or more specific purposes.
  2. Contract : processing is necessary for the performance of a contract to which the data subject is party or in order to take steps at the request of the data subject prior to entering into a contract.
  3. Legal obligation : processing is necessary for compliance with a legal obligation to which the controller is subject.
  4. Vital interests : processing is necessary in order to protect the vital interests of the data subject or of another natural person.
  5. Public task : processing is necessary for the performance of a task carried out in the public interest or in the exercise of an official authority vested in the controller.
  6. Legitimate interests : processing is necessary for the purposes of the legitimate interests pursued by the controller or by a third party ; except where such interests are overridden by the interests or fundamental rights and freedoms of the data subject which require protection of personal data, in particular where the data subject is a child.

  As you can see, most of them are not applicable to Matomo. As ICO is mentioning it within their documentation :

  “In many cases you are likely to have a choice between using legitimate interests or consent.”

  “Consent” or “Legitimate interests” : which lawful basis is the best when using Matomo ?

  Well, there is no right or wrong answer here.

  In order to make this choice, ICO listed on their website different questions you should keep in mind :

  • Who does the processing benefit ?
  • Would individuals expect this processing to take place ?
  • What is your relationship with the individual ?
  • Are you in a position of power over them ?
  • What is the impact of the processing on the individual ?
  • Are they vulnerable ?
  • Are some of the individuals concerns likely to object ?
  • Are you able to stop the processing at any time on request ?

  From our perspective, “Legitimate interests” should be used in most of the cases as :

  • The processing benefits to the owner of the website and not to a third party company.
  • A user expects to have their data kept by the website itself.
  • Matomo provides many features in order to show how personal data is processed and how users can exercise their rights.
  • As the data is not used for profiling, the impact of processing personal data is very low.

  But once more, it really depends ; if you are processing personal data which may represent a risk to the final user, then getting consent is for us the right lawful basis.

  If you are not sure, at the time of writing ICO is providing a tool in order to help you make this decision :

  

  Note that once you choose a lawful basis, it is highly recommended not to switch to another unless you have a good reason.

  What are the rights that a data subject can exercise ?

  According to the lawful basis you choose for processing personal data with Matomo, your users will be able to exercise different rights :

  	Right to be informed	Right of access	Right to erasure	Right to portability	Right to object	Right to withdraw consent
  Legitimate interests	X	X	X		X
  Consent	X	X	X	X		X

   

  • Right to be informed : whatever the lawful basis you choose, you need to inform your visitor about it within your privacy notice.
  • Right of access : as described in article 15 of GDPR. Your visitor has the right to access the personal data you are processing about them. You can exercise their right directly within the page “GDPR Tools” in your Matomo.
  • Right to erasure : it means that a visitor will be able to ask you to erase all their data. You can exercise the right to erasure directly within the page “GDPR Tools” in your Matomo.
  • Right to portability : it means that you need to export the data which concern the individual in a machine-readable format and provide them with their personal data. You can exercise their right directly within the page “GDPR Tools” in your Matomo.
  • Right to object : it means that your visitor has the right to say no to the processing of their personal data. In order to exercise this right, you need to implement the opt-out feature on your website.
  • Right to withdraw consent : it means that your visitor can remove their consent at any time. We developed a feature in order to do just that. You can learn more by opening the page “Privacy > Asking for consent” in your Matomo.

  2 – Document your choice

  Once you choose “Legitimate interests” or “Consent” lawful basis, you will have some obligations to fulfill. From our interpretation, “Legitimate interests” means writing more documentation, “Consent” means a more technical approach.

  What should I do if I am processing personal data with Matomo based on “Legitimate interests ?

  ICO is providing a checklist for “Legitimate interests”, below is our interpretation :

  • Check that legitimate interests is the most appropriate lawful basis.

  Our interpretation : document and justify why you choose this lawful basis in particular. This tool from ICO can help you.

  • Understand your responsibility to protect the individual’s interests.

  Our interpretation : you need to take all the measures in order to protect your users privacy and data security. Please refer to our guide in order to secure your Matomo installation.

  • Conduct a legitimate interests assessment (LIA) and keep a record of it to ensure that you can justify your decision. This document is composed of a set of questions on those 3 key concerns : 1) purpose, 2) necessity, 3) balancing.

  1) Purpose :

  • Why do you want to process the data – what are you trying to achieve ?
  • Who benefits from the processing ? In what way ?
  • Are there any wider public benefits to the processing ?
  • How important are those benefits ?
  • What would the impact be if you couldn’t go ahead ?
  • Would your use of the data be unethical or unlawful in any way ?

  2) Necessity :

  • Does this processing actually help to further that interest ?
  • Is it a reasonable way to go about it ?
  • Is there another less intrusive way to achieve the same result ?

  3) Balancing :

  • What is the nature of your relationship with the individual ?
  • Is any of the data particularly sensitive or private ?
  • Would people expect you to use their data in this way ?
  • Are you happy to explain it to them ?
  • Are some people likely to object or find it intrusive ?
  • What is the possible impact on the individual ?
  • How big an impact might it have on them ?
  • Are you processing children’s data ?
  • Are any of the individuals vulnerable in any other way ?
  • Can you adopt any safeguards to minimise the impact ?
  • Can you offer an opt-out ?

  • Identify the relevant legitimate interests.
  • Check that the processing is necessary and there is no less intrusive way to achieve the same result.
  • Perform a balancing test, and be confident that the individual’s interests do not override those legitimate interests.
  • Use individuals’ data in ways they would reasonably expect, unless you have a very good reason.

  Our interpretation : use those data to improve user experience for example.

  • Do not use people’s data in ways they would find intrusive or which could cause them harm, unless you have a very good reason.

  Our interpretation : ask yourself if this data is representing a risk for the individuals.

  • If you process children’s data, take extra care to make sure you protect their interests.
  • Consider safeguards to reduce the impact where possible.

  Our interpretation : Check if your web hosting provider is providing appropriate safeguards.

  • Consider whether you can offer an opt out.

  Our interpretation : Matomo is providing you the opt-out feature.

  • If your LIA identifies a significant privacy impact, consider whether you also need to conduct a DPIA.

  Our interpretation : A DPIA can easily be conducted by using this software from the French privacy commission.

  • Regularly review your LIA and update it when circumstances change.
  • Include information about your legitimate interests in your privacy information.

  As you see, going for “Legitimate interests” requires a lot of written documentation. Let’s see how “Consent” differ.

  What should I do if I am processing personal data with Matomo based on “Consent” ?

  As previously mentioned, using “Consent” rather than “Legitimate interests” is more technical but less intense in terms of documentation. Like for “Legitimate interests”, ICO is providing a checklist for “Consent” which is divided into 3 key categories : 1) asking for consent, 2) recording consent, and 3) managing consent.

  1. Asking for consent :
     1. Check that consent is the most appropriate lawful basis for processing.
     2. Make the request for consent prominent and separate from your terms and conditions.
     3. Ask people to positively opt in. Don’t use pre-ticked boxes or any other type of default consent.
     4. Use clear, plain language that is easy to understand.
     5. Specify why you want the data and what you are going to do with it.
     6. Give individual (‘granular’) options to consent separately to different purposes and types of processing.
     7. Name your organisation and any third party controllers who will be relying on the consent.
     8. Tell individuals they can withdraw their consent.
     9. Ensure that individuals can refuse to consent without detriment.
     10. Avoid making consent a precondition of a service.
     11. If you offer online services directly to children, only seek consent if you have age-verification measures (and parental-consent measures for younger children) in place.
  2. Recording consent :
     1. Keep a record of when and how you got consent from the individual.
     2. Keep a record of exactly what you told them at the time.
  3. Managing consent :
     1. Regularly review consents to check that the relationship, the processing and the purposes have not changed.
     2. Have processes in place to refresh consent at appropriate intervals, including any parental consent.
     3. Consider using privacy dashboards or other preference-management tools as a matter of good practice.
     4. Make it easy for individuals to withdraw their consent at any time, and publicise how to do so.
     5. Act on withdrawals of consent as soon as you can.
     6. Don’t penalise individuals who wish to withdraw consent.

     3 – Inform your visitor about it in a privacy notice

     Privacy notices are an important part within the GDPR process. Read our blog post dedicated to privacy notices to learn more.

     We really hope you enjoyed reading this blog post. Please have a look at our Matomo GDPR guide for more information.

  The post Lawful basis for processing personal data under GDPR with Matomo appeared first on Analytics Platform - Matomo.