Editing Named Features

Why Do We Need to Edit Named Features?

When tagging Named Features it may be necessary to edit them to improve tracking capabilities.

How Do I Edit Named Features?

WILDCARDING

The simplest way to edit your Named Features is to “Wildcard” the information that changes within a URL or scheme. 

This ensures that no matter who engages the feature, we can successfully track the action. 

We will demonstrate how to “Wildcard” the information by editing the URL and editing the scheme.

WILDCARDING NAMED FEATURES: WITH URL EDITS

To do this:

Begin by navigating to Named Features, under Intelligence at the top right of the application.

 

 

 

Choose the feature you want to edit. To the right of the Named Feature, select the Edit button.

 

 

 

In the Edit A Named Feature menu, you will be editing the URL information. 

 

 

In order to wildcard the URL, you must put an asterisk (*) in place of the varying information.

For example: if your URL looks like this:

1. Identify the varying information. In this case, it is “accountmanagername”
2. Highlight the varying information:
   https://demo.useriq.com/accountmanagername/home
3. Replace the varying information with an (*) asterisk.

It should then look like this:

 

 

WILDCARDING NAMED FEATURES: WITH SCHEME EDITS

If the URL needs editing, then the previous steps should be followed.

However, if the scheme needs to be Wildcarded then follow the steps below

• Navigate to the feature you want to edit
• Select the three dots on the right side of the screen 
• Then select Advanced Options 
• In the popup menu you can wildcard the scheme or selectors 
• Select the varying information in the text field and replace with an asterisk (*). 
• Example: BUTTON className: btn btn-primary waves-effect waves-light w-md ID: admin123 textContent: Create New Lead
• Replace the highlighted text with an asterisk (*)
• BUTTON className: btn btn-primary waves-effect waves-light w-md ID: * textContent: Create New Lead

 

 

 

Editing: Advanced Options

When creating Named Features, the selector collects information about the button and surrounding scheme. In some instances, it may be necessary to update the selection to ensure the scheme is selected correctly. 

The easiest way to make the edit is to preview the feature in your application to ensure the selector is pointed at the correct button. This can be accomplished by navigating in your app to the page the feature is located and clicking the UIQ bubble.

• Select Features
• Hover over the features that need editing. 
• This will highlight the feature in your application.
• Make sure the highlighted feature is the feature you intended to track 
• Also, confirm that the entire feature is selected
• If the Named Feature is pointed at the wrong element or the whole feature is not tagged, simply select the Named Feature that needs editing and retag the correct element

If the element is not collecting information after confirming the correct element has been selected, you will need to insert the correct theme and selectors into the Advanced option menu.  To do this navigate to the Intelligence Menu, select Named Features, and hover over the Named feature you intend to edit. 

• Select the three dots on the right side of the screen and then click Advanced Options
• From this menu, you can delete the information our selector collected and insert the correct information for the element. 
• This information can be found by inspecting the element on your application and copying the information into the free text fields.