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Area: Episerver Tracking

Custom tracking

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You can track anything you like using Profile Store. This topic shows how to track forms submissions.

  1. Create FormsSubmission tracker class.
    public class FormsSubmissionTracker
      {
      }
  2. Add necessary dependencies.

    There are the following dependencies to three classes:

    • ITrackingService. Will be used to send the tracking data.
    • ISiteDefinitionResolver. Will be used to get SiteId.
    public class FormsSubmissionTracker
      {
        private readonly ITrackingService _trackingService;
        private readonly ISiteDefinitionResolver _siteDefinitionResolver;
        private const string FormsTrackingEventType = "epiFormsTracking";
        public FormsSubmissionTracker(ITrackingService trackingService, ISiteDefinitionResolver siteDefinitionResolver)
          {
            _trackingService = trackingService;
            _siteDefinitionResolver = siteDefinitionResolver;
          }
      }
  3. Create a method for tracking forms submission.

    Create an async method for sending page view tracking events to be async all the way.

    The method has two dependencies:

    • IContent. The forms content that is being tracked.
    • HttpContextBase. Is needed in the Track method of ITrackingService.
    public async Task Track(IContent formsContent, HttpContextBase httpContextBase)
       {
       }
  4. Create model classes for tracking forms submission.

    Track the following of the submitted forms:

    • Name. The name of the form.
    • ContentGuid. The id of the form.
    • SiteId. The site this form belongs to.
    public class FormsSubmissionTrackingModel
      {
        public string Name { get; set; }
        public Guid ContentGuid { get; set; }
        public Guid SiteId { get; set; }
      }
  5. Create instance of model in the Track method.

    Use SiteDefinitionResolver to get the site for the content. Then create an instance of the class just created.

    var site = _siteDefinitionResolver.GetByContent(formsContent.ContentLink, true);
    var formstTrackingModel = new FormsSubmissionTrackingModel
      {
        Name = formsContent.Name,
        ContentGuid = formsContent.ContentGuid,
        SiteId = site.Id
      };
  6. Create a method for getting UserData.

    Obtain the name and email of the user, if possible. This example uses EPiServer.Security.PrincipalInfo for the name and EPiServer.Personalization.EPiServerProfile for the email.

    private static UserData CreateUserData(HttpContextBase httpContextBase)
      {
        var name = EPiServer.Security.PrincipalInfo.CurrentPrincipal?.Identity?.Name;
        var email = EPiServer.Personalization.EPiServerProfile.Current?.Email;
        return new UserData()
          {
            Name = name,
            Email = email
          };
      }
  7. Create TrackingData instance.

    Create an instance of trackingData, where the generic type is our tracking model. Then set the properties:

    • EventType. Schema name for the tracking event.
    • User. UserData created in the CreateUserData method.
    • Value. A human readable text about the event that will be created.
    • Payload. An instance of the generic type, containing all properties with values needed for the specific event.
    var value = $"Form {formsContent.Name} submitted";
    var user = CreateUserData(httpContextBase);
    var trackingData = new TrackingData<FormsSubmissionTrackingModel>
      {
        EventType = FormsTrackingEventType,
        User = user,
        Value = value,
        Payload = formstTrackingModel
      };
  8. Send tracking data.

    The last thing to do is call the tracking service with the trackingData, and HttpContextBase.

    await _trackingService.Track(trackingData, httpContextBase);

FormsSubmissionTracker class summary

Here is a summary of the whole class:

public class FormsSubmissionTracker
  {
    private readonly ITrackingService _trackingService;
    private readonly ISiteDefinitionResolver _siteDefinitionResolver;
    private const string FormsTrackingEventType = "epiFormsTracking";
    public FormsSubmissionTracker(ITrackingService trackingService, ISiteDefinitionResolver siteDefinitionResolver)
      {
        _trackingService = trackingService;
        _siteDefinitionResolver = siteDefinitionResolver;
      }
    public async Task Track(IContent formsContent, HttpContextBase httpContextBase)
      {
        var site = _siteDefinitionResolver.GetByContent(formsContent.ContentLink, true);
        var formstTrackingModel = new FormsSubmissionTrackingModel
          {
            Name = formsContent.Name,
            ContentGuid = formsContent.ContentGuid,
            SiteId = site.Id
          };
        var value = $"Form {formsContent.Name} submitted";
        var user = CreateUserData(httpContextBase);
        var trackingData = new TrackingData<FormsSubmissionTrackingModel>
          {
            EventType = FormsTrackingEventType,
            User = user,
            Value = value,
            Payload = formstTrackingModel
          };
        await _trackingService.Track(trackingData, httpContextBase);
      }
    private static UserData CreateUserData(HttpContextBase httpContextBase)
      {
        var name = EPiServer.Security.PrincipalInfo.CurrentPrincipal?.Identity?.Name;
        var email = EPiServer.Personalization.EPiServerProfile.Current?.Email;
        return new UserData()
          {
            Name = name,
            Email = email
          };
      }
  }

Use FormsSubmissionTracker class

You can now take a dependency to FormsSubmissionTracker when a forms is being submitted, and call the Track method in this class.

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Last updated: Feb 12, 2019

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