Below is a quick primer on everything you need to know to begin using Avatria Convert.

 

Table of Contents

• Signing Up
• Integrating a Data Source
• Creating a Site
• Creating a Rank Model
• Creating a Solution & Campaign
• Previewing Rankings

 

Signing Up

To sign up and create your account, navigate to https://convert.avatria.com/app/signup.

 

Username and Password

To reduce the number of passwords you need to remember, Convert requires a Google account to create a user profile and log in. If your organization already uses Gmail, Google Analytics, Google Tag Manager, or another Google product, you can sign up using your existing account.

If you do not currently have a Google account, please see this How-To Guide for steps you can take to create a Google account with your existing business email address.

 

Guided Setup

Once you've logged in for the first time, you'll be prompted to follow a guided setup process that will help you set up some of the key components you'll need to use Convert. We strongly recommend following this process, but you will be able to skip several steps after you complete your profile and name your account.

 

Integrating a Data Source

After creating your account, the first step is to create a data integration. Data integrations seed Convert with the behavioral data from your analytics provider that is used to make recommendations.

View more details about our data requirements here.

View more details about configuring data integrations here.

 

Creating a Site

A site is intended to serve as the stand-in for your website (or websites), and is used to connect data integrations to rank models. Convert will create a set of reports for each site you create. If you have multiple domains, we recommend creating a unique site for each one.

View more details about configuring sites here.

 

Creating a Rank Model

Rank models are the machine learning-based algorithms that determine the optimal sort order for a set of products. After you've created a data integration and site, the next step is to create your first rank model. Convert offers a couple basic rank model templates you can use to easily create rank models for different goals.

View more details about configuring rank models here.

 

Creating a Solution & Campaign

In order to deploy and use Convert's rank models, you need to create a solution and a campaign.

Solutions are a collection of Rank Models and other configurations that define how Convert's rankings will be implemented. Campaigns allow solutions to be published on a customer site. 

View more details about configuring solutions and campaigns here.

 

Previewing Rankings

Once you've completed the above steps, we recommend previewing your rankings in the Relevance Rankings report. This will help you confirm that the above items are configured properly.

View more information about Convert's reports here.

 

And with that, you're ready to get started. Before implementing Convert's rankings on your site, we recommend speaking to your onboarding specialist. They can you help you determine:

• Whether enough data is available to Convert to make quality recommendations right away.
• The best implementation approach for your site.
• Any steps required to run an A/B test of Convert's rankings.

For assistance, please reach out to convert.support@avatria.com.