Manage Tracking Codes

Document created by Cisco Documentation Team on Nov 6, 2015Last modified by Cisco Documentation Team on Sep 5, 2017
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About Using Tracking Codes

Tracking codes are alphanumeric codes that identify categories of users on a WebEx service site. With tracking codes, you can analyze usage by various groups within an organization—For example, by Department or Division. Tracking codes appear as part of the user information in usage reports, which you can obtain for your WebEx service site. You can then use the data in these reports for purposes such as cost accounting or other internal billing processes.

You can require that users do one or more of the following:

  • Provide a code value in their user profiles when they sign up for an account.

     

  • Provide a code value when scheduling an event, a meeting, or a session.

     

  • Select a code value from a list of values that you specify.

     

    You can create a list of code values using one of the following methods:

     

    • Type the list of code values.

       

    • Import the list of code values from a comma-separated value (CSV) file that you create.

       

Alternatively, you can specify code values in a user’s profile when you add or edit a user account in Site Administration. Thus, users need not type or select codes values for their profiles or when they schedule events, meetings, or sessions.

Specify Tracking Codes

You can specify tracking codes that let you track usage of your WebEx service site. For example, you can specify the tracking codes Project, Division, and Department.

 

The tracking code labels, or group names, that you specify can appear on any of the following pages on your WebEx service site:

 
  • My Profile page: A page that contains personal information about each user who has an account. A user can maintain personal information on this page.

     

  • Schedule a Meeting Wizard: On Meeting Center sites, the pages on which users provide information when scheduling a meeting.

     

  • Schedule Training Session page: On Training Center sites, the page on which users provide information when scheduling a training session.

     

  • Schedule an Event page: On Event Center sites, the page on which users provide information when scheduling an event.

     

 
            
1    On the left navigation bar, select Configuration > Common Site Settings > Tracking Codes.
2    In the Tracking Code Group column, type the label, or group name, for the new tracking code.
3    In the Host Profile column, specify whether the tracking code is required for user profiles.
4    In the Input Mode column, select an option for how users can provide a code value.
5    (Optional) If you require users to select a tracking code from a list of values that you specify, do one of the following:
  • To create a list of code values by typing them, select Add/Edit to open the Tracking Codes List page. Then manually type the code values.
  • To create a list of code values by importing them from a CSV (comma-separated values) file that contains the code values, select Batch Add.
6    In the Schedule/start page to column, specify the services for which you want tracking codes to appear.
7    In the Schedule/start page to column, specify whether the tracking code is Optional, Required, or Not used.
8    (Optional) Follow Step 2 to Step 7 to add another tracking code.
9    After you finish specifying the tracking codes, select Update to save your changes.

Importing of Tracking Code Values

If you specified tracking code labels, you can import tracking code values instead of typing the values on the Tracking Codes List page. To use this process, first create a CSV (comma-separated values) file that contains the tracking code values.

 

This option is useful if your organization uses many tracking codes and you want to maintain the list of values outside of Site Administration.

 

Note


  • If you specify any code values incorrectly, Site Administration cannot add those values to the list. In this case, Site Administration generates a list of records for the values that it was unable to add, including the cause for each error. You can download a file containing these records to your computer for reference or to correct the errors directly in that file.

     

  • You can correct errors directly in the file that Site Administration creates for you. Ensure that you delete the last column, labeled Comments, before you upload the file to create the remaining code values.

     

  • If, after you upload a CSV file, you can edit values individually on the Tracking Codes List page. Or, you can contact your WebEx account manager for assistance.

     

 
 
 

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