Link contact IDs to media player recordings in Insights

You can insert hyperlinks to Contact IDs when you use the Contacts dataset in your Insights Analyses, allowing you to open a contact directly from Insights by clicking on its ID.

Prerequisites

  • You have the Insights Author license.

  • You have the Create Content permission.

  • You have the View Content permission.

  • You have the View QM Data permission.

  • You have created a new analysis using the Contacts dataset with the following fields and filters:

    • Fields: Contact Start Time (under the Contact Date folder), Contact ID (under the Contact Properties folder), Contact URL Path(under the Contact Properties folder)

    • Filters: Contact Start Time, Contact URL Path. For more information on creating an analysis, see Start an analysis in Insights

Page location

Insights > Analyses > Click the Contacts analysis

Procedures

Step 1: Change the visual type

  1. Click Visualize (the graph icon in the upper-left corner). The Visuals pane opens.

  2. Click Change Visual Type and click Table.

Step 2: Add a control to the Contact Start Time filter

  1. Click Filter (the funnel icon, upper-left corner of the page). The Filters pane opens showing any filters applied to the analysis.

  2. Click the three dots next to Contact Start Time, select Add control, and click Top of this sheet.

  3. Click Controls tile in the sheet and add the Contact Start Time between within the date range you want to view data for.

Step 3: Hide Contact Start Time filter

  1. Click Visualize (the graph icon in the upper-left corner). The Visuals pane opens.

  2. Click the three dots next to Contact Start Time, and select Hide.

Step 4: Add an action to the visual

  1. Click Format visual. The Properties pane opens.

  2. Click Interactions.

  3. Expand Actions section and click Add Action. The New action pane opens.

  4. Configure the new action with the following details:

    • Enter a name in the Action name field.

    • For Activation, select Select as the activation type.

    • From the Action type drop-down, select URL action.

    • In the URL field enter: https://<<{Contact URL Path}>>.

    • For the Open in option, select New browser tab.

    • Click Save.

Step 5: Format field and cell sections

  1. In the Properties panel, select the Visual tab.

  2. Expand Field styling and configure it with the following selections:

    • Select field to style: Contact Start Time

    • URL options: Make URLs hyperlinks

    • Open in: New tab

    • Style as: Link

  3. Expand Cells and change Text styling to Amazon Ember from the drop-down menu. The other settings are already configured. Refer to the image below for the final selection.

  4. The final visual displays Contact ID and Contact URL Path in a table format. Click a link in the Contact ID or Contact URL Path column to open the corresponding recording in the QM Media Player.

Related topics