Setting up action patterns

Before Sales-n-Stats begins to recognize any actions performed by the visitors at your website, these actions need to be set up in Sales-n-Stats. If you intend to use Sales-n-Stats for monitoring an e-commerce site based on X-Cart or LiteCommerce, you can use a set of actions preconfigured specifically for this purpose. However, if Sales-n-Stats is used for monitoring a site of some other type, actions will have to be created manually.

‘Actions’ settings main page

The 'Actions settings' section is divided into three parts:

•	'Actions' where there is the list of existing actions;

•	'Span tags to capture' where you see all the span tags that were captured for all actions;

Span tags can be used if it is impossible to identify pageview just by specifying a URL pattern. It is a tag you embed in the source code of your web page. It does not show in the browser, but can be recognized by Sales-n-Stats. Read more in the 'Span tags' section of this chapter.

•	'Form fields to capture' where you see the list of the form fields captured for all actions.

The span tags or form fields that you want to store can be defined via the 'Pageview pattern & data capturing' or 'Form submit pattern & data capturing' dialogs when you adjust action steps in the 'Variants' section.

To remove an action, right-click it in the tree menu and select Remove. To renew the action settings right-click this action and select Refresh. To apply all the changes to the selected action, right-click on the necessary action in the tree menu on the right and select Save. If you do not want to save the changes select Discard. To exit the action settings dialog without changes click Quit.

To rename an action right-click on the appropriate action and select Rename. Then enter new action name into the 'Enter name' field of the 'Rename Action' dialog and click OK to apply.

To edit the necessary action right-click on the necessary action and select Edit. Or double-click on the necessary action and this action edit dialog opens. Action settings open in the 'Action fields' tab.