Setting Metrics for Web Tasks

Metrics measure events that the system can detect. For example, the system can detect certain events such as a person clicking a spot on a web page. Add metrics to measure the success of the content being delivered by the task.

For a more detailed definition of primary and secondary metrics, see Understanding Analytic Results.

Set a Primary Metric

A primary metric represents the goal of the task by defining the actions or behaviors that indicate a conversion. To create a primary metric, add at least one event or data view to the metric. The events and data views that you add to a primary metric determine the actions or behaviors that must be satisfied in order for a conversion to occur. If you include multiple events and data views in your primary metric, a conversion happens after the first occurrence of any of the events or data views.

Note: Only tasks that contain a data view as a primary metric can be included in the attribution analysis for that data view.
  1. On the Insights tab, click Add.
  2. Select the criteria that you want to add. You can select events or data views. For more information about events, see Types of Events. For more information about data views, see About Data Views.
    Note: Primary metrics cannot be changed once a task is published.
  3. If attributes are defined for the event or data view, select the attribute conditions that must be met. For example, for a click-through metric, you can select a particular creative as an attribute condition. The primary metric would be a click-through response to that creative.
    Note: Attributes are joined by an AND operator. Make sure that you do not define conflicting attributes that result in a condition that cannot be met.
  4. To mark this selection as a contact or response that can be tracked and used for reporting and future targeting, select Classify this selection. Classifying an event or data view enables you to compare contacts and responses across creatives and channels. You can personalize future messages and creatives. You can also use the information to segment customers. You can classify events and data views in both primary and secondary metrics.

    To record the number of times that a customer interacts with a creative or a spot, select Mark this selection as a contact. This information is available as contact history for SAS Marketing Automation, SAS Real-Time Decision Manager, and other applications.

    To mark this selection as a response to a creative, select Mark this selection as a response.

  5. Select Stop delivery after conversion to stop delivering creatives when the primary metric for the task is met.

    When delivery of the creatives stops, that same spot might switch to displaying creatives from another task. If there is no other task delivering a creative to that spot, then the spot's default creative is displayed. If there are no other tasks delivering content to that spot and there is no default content defined for that spot, then the spot is empty.

Set Secondary Metrics

A secondary metric measures other benchmarks that you are interested in. A task can have multiple secondary metrics. Each secondary metric can have only one data view or event.

On the Insights tab, click Add Secondary Metric to add a secondary metric.

Modify Existing Metrics

You can change the settings for an existing metric.

Note: The action icons for a metric are visible only when the metric has focus. For example, a metric has focus when you tab to it or when you position your pointer over the metric.
  • Click Edit to update the metric details.
  • Click Delete to remove a metric.
Last updated: August 11, 2026