Sur d’autres sites (4480)

• Easily track Events within Matomo Analytics thanks to Matomo Tag Manager

  7 juin 2019, par Matomo Core Team — Analytics Tips

  Easily track Events within Matomo Analytics thanks to Matomo Tag Manager

  Introduction

  In this article we’ll cover what events in Matomo Analytics are ; and how you can easily set them up thanks to Matomo Tag Manager.

  Key concepts within this article

  • Events
  • Quick definition of the Tag Management System
  • Matomo config
  • Creating triggers
  • Variables

  What are events in Matomo Analytics and why are they useful ?

  Events allow you to measure interactions on your website which are not defined by default. With them you can measure clicks on some elements of a page, such as, how visitors are interacting with dropdown menus, media players, scrolling behaviours etc. You can also use them to define goals which make them a key feature in Matomo Analytics. Learn more about tracking events in Matomo.

  You can easily access the Events report in Matomo Analytics by clicking on the Behaviour category :

  

  And you may read the following message and feel a bit frustrated :

  

  “There is no data for this report” is a nice way to say, “Hey, you are tracking just a tiny part of what Matomo Analytics can do for you.”

  Matomo is a great software, but it can’t guess what you want to track.

  In order for Matomo to register those event tracking interactions, you’ll need to explain it by adding a line of code similar to this one when the interaction happens :

   

  _paq.push(['trackEvent', 'Here you enter whatever you want', 'Here too', 'and here also']);

   

  Let’s imagine you want to track a click on an HTML button, your code will look something similar to this at the moment of the interaction :

  Click Me !

  As you can imagine, two main challenges will arise for non developers :

  1. How to access the source code ?
  2. How to define the interaction ?

  Luckily, Matomo Tag Manager makes those steps easy for you. Let’s see how the same tracking is implemented with Matomo Tag Manager.

  A quick definition of what Matomo Tag Manager is

  Matomo Tag Manager lets you manage all your tracking and marketing tags in one easy-to-access place. Please visit this page to learn more about Matomo Tag Manager. In order to start using it, you’ll need to copy/paste a tracking code, named a “container”, within the section of your pages.

  Once the container is on your website, all you need to do is to follow these simple steps :

  1. Add a Matomo Tag.
  2. Assign the condition to fire the tag (what we call the trigger).
  3. Publish your work.
  4. And enjoy

  1 – Add a Matomo Event tracking code

  All you have to do here is click on “CREATE NEW TAG”

  

  Once selected, just mention how you’d like this tag to be named (it is for your internal purpose here so always use an explicit tag name) and the Matomo configuration (the default configuration setting will be fine in most of the cases) :

  

  Then Matomo Tag Manager will ask you the type of tracking you’d like to deploy, in this case, this is an event so select “Event” :

  

  Then all you need is to indicate the values you’d like to push through your event :

  

  To put it in perspective, all we did here through Matomo Tag Manager was implement the equivalent of the following line of code :

  _paq.push(['trackEvent', 'Element interactions', 'Click button', 'Click Me']);

  Let’s now see how can we do this on click code part which we call a trigger.

  2 – Assign the condition to fire the tag

  In order to execute the event we’ll need to define when it will happen. You do this by clicking on Create a new trigger now :

  

  As the interaction we’d like to track is happening when a click occurs, it will be a click trigger, and as our button is not a link, we’ll select All Elements Click :

  

  Once selected you’ll need to be precise on the condition in which the event will be triggered. In this case we do not want to have events pushed every time someone is clicking on something on our website. We only want to track when they click on this specific button. That’s the reason why our trigger is set to fire only when the click occurs on an element which has an id and has the value “cta” :

  Once you click on the green button named CREATE NEW TRIGGER, you validate the tag by clicking on CREATE NEW TAG :

  

  

  Then you can move to the last part.

  3 – Publish your work

  Tag Managers are very powerful as they allow you to easily execute any JavaScript code, CSS or even text content on your websites.

  That’s why when you create your tag it doesn’t go live straight away on your website. In order to do this you need to publish your tag and this is what the “Publish” category is designed for :

  

  After that, click on the second button if you’re confident your tag and trigger are both ready to go live :

  

  4 – Enjoy

  Well done. As your tag is now live, every click made on this button will now be pushed to your Matomo Analytics account within :
  

  1. The visitor log report :

  

  2. The events report :

  

  You may now be asking, “That’s great, but can I collect something more exciting than clicks ?” 

  Of course you can ! This is what the Matomo Tag Manager is all about.

  As long as you can express it through a trigger you can really push whatever you want to Matomo Analytics. You can track scrolling patterns, an element visible on the page like an image, an ad or the time spent on the page. The options are now open to you with Tag Manager.

  Give them a try ! Change the triggers, start playing around with variables and discover that the possibilities are endless.

  Happy analytics,
  Matomo team

• Lawful basis for processing personal data under GDPR with Matomo

  30 avril 2018, par InnoCraft

  Disclaimer : this blog post has been written by digital analysts, not lawyers. The purpose of this article is to explain what is a lawful basis and which one you can use with Matomo in order to be GDPR compliant. This work comes from our interpretation of the following web page from the UK privacy commission : ICO. It cannot be considered as professional legal advice. So as GDPR, this information is subject to change. GDPR may be also known as DSGVO in German, BDAR in Lithuanian, RGPD in Spanish, French, Italian, Portuguese. This blog post contains public sector information licensed under the Open Government Licence v3.0.

  The golden rule under GDPR is that you need to have a lawful basis in order to process personal data. Note that it is possible to not process personal data with Matomo. When you do not collect any personal data, then you do not need to determine a lawful basis and this article wouldn’t apply to you.

  “If no lawful basis applies to your processing, your processing will be unlawful and in breach of the first principle.“

  Source : ICO, based on article 6 of GDPR.

  As you may process personal data in Matomo, you have to :

  1. define a lawful basis.
  2. document your choice.
  3. inform your visitor about it in a privacy notice.

  Even if you think you don’t process personal data, we recommend reading this post about personal data in Matomo (personal data may be hidden in many ways).

  Note that if you are processing special category data (ethnic origin, politics, religion, trade union membership…) or criminal offence data ; extra responsibilities are applied, and we will not detail them in this blog post.

  1 – Define a lawful basis

  There are 6 different lawful bases all defined within article 6 of the GDPR official text :

  1. Consent : the data subject has given consent to the processing of his or her personal data for one or more specific purposes.
  2. Contract : processing is necessary for the performance of a contract to which the data subject is party or in order to take steps at the request of the data subject prior to entering into a contract.
  3. Legal obligation : processing is necessary for compliance with a legal obligation to which the controller is subject.
  4. Vital interests : processing is necessary in order to protect the vital interests of the data subject or of another natural person.
  5. Public task : processing is necessary for the performance of a task carried out in the public interest or in the exercise of an official authority vested in the controller.
  6. Legitimate interests : processing is necessary for the purposes of the legitimate interests pursued by the controller or by a third party ; except where such interests are overridden by the interests or fundamental rights and freedoms of the data subject which require protection of personal data, in particular where the data subject is a child.

  As you can see, most of them are not applicable to Matomo. As ICO is mentioning it within their documentation :

  “In many cases you are likely to have a choice between using legitimate interests or consent.”

  “Consent” or “Legitimate interests” : which lawful basis is the best when using Matomo ?

  Well, there is no right or wrong answer here.

  In order to make this choice, ICO listed on their website different questions you should keep in mind :

  • Who does the processing benefit ?
  • Would individuals expect this processing to take place ?
  • What is your relationship with the individual ?
  • Are you in a position of power over them ?
  • What is the impact of the processing on the individual ?
  • Are they vulnerable ?
  • Are some of the individuals concerns likely to object ?
  • Are you able to stop the processing at any time on request ?

  From our perspective, “Legitimate interests” should be used in most of the cases as :

  • The processing benefits to the owner of the website and not to a third party company.
  • A user expects to have their data kept by the website itself.
  • Matomo provides many features in order to show how personal data is processed and how users can exercise their rights.
  • As the data is not used for profiling, the impact of processing personal data is very low.

  But once more, it really depends ; if you are processing personal data which may represent a risk to the final user, then getting consent is for us the right lawful basis.

  If you are not sure, at the time of writing ICO is providing a tool in order to help you make this decision :

  

  Note that once you choose a lawful basis, it is highly recommended not to switch to another unless you have a good reason.

  What are the rights that a data subject can exercise ?

  According to the lawful basis you choose for processing personal data with Matomo, your users will be able to exercise different rights :

  	Right to be informed	Right of access	Right to erasure	Right to portability	Right to object	Right to withdraw consent
  Legitimate interests	X	X	X		X
  Consent	X	X	X	X		X

   

  • Right to be informed : whatever the lawful basis you choose, you need to inform your visitor about it within your privacy notice.
  • Right of access : as described in article 15 of GDPR. Your visitor has the right to access the personal data you are processing about them. You can exercise their right directly within the page “GDPR Tools” in your Matomo.
  • Right to erasure : it means that a visitor will be able to ask you to erase all their data. You can exercise the right to erasure directly within the page “GDPR Tools” in your Matomo.
  • Right to portability : it means that you need to export the data which concern the individual in a machine-readable format and provide them with their personal data. You can exercise their right directly within the page “GDPR Tools” in your Matomo.
  • Right to object : it means that your visitor has the right to say no to the processing of their personal data. In order to exercise this right, you need to implement the opt-out feature on your website.
  • Right to withdraw consent : it means that your visitor can remove their consent at any time. We developed a feature in order to do just that. You can learn more by opening the page “Privacy > Asking for consent” in your Matomo.

  2 – Document your choice

  Once you choose “Legitimate interests” or “Consent” lawful basis, you will have some obligations to fulfill. From our interpretation, “Legitimate interests” means writing more documentation, “Consent” means a more technical approach.

  What should I do if I am processing personal data with Matomo based on “Legitimate interests ?

  ICO is providing a checklist for “Legitimate interests”, below is our interpretation :

  • Check that legitimate interests is the most appropriate lawful basis.

  Our interpretation : document and justify why you choose this lawful basis in particular. This tool from ICO can help you.

  • Understand your responsibility to protect the individual’s interests.

  Our interpretation : you need to take all the measures in order to protect your users privacy and data security. Please refer to our guide in order to secure your Matomo installation.

  • Conduct a legitimate interests assessment (LIA) and keep a record of it to ensure that you can justify your decision. This document is composed of a set of questions on those 3 key concerns : 1) purpose, 2) necessity, 3) balancing.

  1) Purpose :

  • Why do you want to process the data – what are you trying to achieve ?
  • Who benefits from the processing ? In what way ?
  • Are there any wider public benefits to the processing ?
  • How important are those benefits ?
  • What would the impact be if you couldn’t go ahead ?
  • Would your use of the data be unethical or unlawful in any way ?

  2) Necessity :

  • Does this processing actually help to further that interest ?
  • Is it a reasonable way to go about it ?
  • Is there another less intrusive way to achieve the same result ?

  3) Balancing :

  • What is the nature of your relationship with the individual ?
  • Is any of the data particularly sensitive or private ?
  • Would people expect you to use their data in this way ?
  • Are you happy to explain it to them ?
  • Are some people likely to object or find it intrusive ?
  • What is the possible impact on the individual ?
  • How big an impact might it have on them ?
  • Are you processing children’s data ?
  • Are any of the individuals vulnerable in any other way ?
  • Can you adopt any safeguards to minimise the impact ?
  • Can you offer an opt-out ?

  • Identify the relevant legitimate interests.
  • Check that the processing is necessary and there is no less intrusive way to achieve the same result.
  • Perform a balancing test, and be confident that the individual’s interests do not override those legitimate interests.
  • Use individuals’ data in ways they would reasonably expect, unless you have a very good reason.

  Our interpretation : use those data to improve user experience for example.

  • Do not use people’s data in ways they would find intrusive or which could cause them harm, unless you have a very good reason.

  Our interpretation : ask yourself if this data is representing a risk for the individuals.

  • If you process children’s data, take extra care to make sure you protect their interests.
  • Consider safeguards to reduce the impact where possible.

  Our interpretation : Check if your web hosting provider is providing appropriate safeguards.

  • Consider whether you can offer an opt out.

  Our interpretation : Matomo is providing you the opt-out feature.

  • If your LIA identifies a significant privacy impact, consider whether you also need to conduct a DPIA.

  Our interpretation : A DPIA can easily be conducted by using this software from the French privacy commission.

  • Regularly review your LIA and update it when circumstances change.
  • Include information about your legitimate interests in your privacy information.

  As you see, going for “Legitimate interests” requires a lot of written documentation. Let’s see how “Consent” differ.

  What should I do if I am processing personal data with Matomo based on “Consent” ?

  As previously mentioned, using “Consent” rather than “Legitimate interests” is more technical but less intense in terms of documentation. Like for “Legitimate interests”, ICO is providing a checklist for “Consent” which is divided into 3 key categories : 1) asking for consent, 2) recording consent, and 3) managing consent.

  1. Asking for consent :
     1. Check that consent is the most appropriate lawful basis for processing.
     2. Make the request for consent prominent and separate from your terms and conditions.
     3. Ask people to positively opt in. Don’t use pre-ticked boxes or any other type of default consent.
     4. Use clear, plain language that is easy to understand.
     5. Specify why you want the data and what you are going to do with it.
     6. Give individual (‘granular’) options to consent separately to different purposes and types of processing.
     7. Name your organisation and any third party controllers who will be relying on the consent.
     8. Tell individuals they can withdraw their consent.
     9. Ensure that individuals can refuse to consent without detriment.
     10. Avoid making consent a precondition of a service.
     11. If you offer online services directly to children, only seek consent if you have age-verification measures (and parental-consent measures for younger children) in place.
  2. Recording consent :
     1. Keep a record of when and how you got consent from the individual.
     2. Keep a record of exactly what you told them at the time.
  3. Managing consent :
     1. Regularly review consents to check that the relationship, the processing and the purposes have not changed.
     2. Have processes in place to refresh consent at appropriate intervals, including any parental consent.
     3. Consider using privacy dashboards or other preference-management tools as a matter of good practice.
     4. Make it easy for individuals to withdraw their consent at any time, and publicise how to do so.
     5. Act on withdrawals of consent as soon as you can.
     6. Don’t penalise individuals who wish to withdraw consent.

     3 – Inform your visitor about it in a privacy notice

     Privacy notices are an important part within the GDPR process. Read our blog post dedicated to privacy notices to learn more.

     We really hope you enjoyed reading this blog post. Please have a look at our Matomo GDPR guide for more information.

  The post Lawful basis for processing personal data under GDPR with Matomo appeared first on Analytics Platform - Matomo.

• How to not process any personal data with Matomo and what it means for you

  22 avril 2018, par InnoCraft

  Disclaimer : this blog post has been written by digital analysts, not lawyers. The purpose of this article is to explain how to not process any personal data with Matomo in order to avoid going through the GDPR compliance process with Matomo analytics. This work comes from our interpretation of different sources : the official GDPR text and the UK privacy commission : ICO resources. It cannot be considered as a professional legal advice. So as GDPR, this information is subject to change. GDPR may be also known as RGPD in French, Spanish, Portuguese, Datenschutz-Grundverordnung, DS-GVO in German, Algemene verordening gegevensbescherming in Dutch, Regolamento generale sulla protezione dei dati in Italian.

  Are you looking for a way to not process any personal data with Matomo ? If the answer is yes, you are at the right place. From our understanding, if you are not processing personal data, then you shouldn’t be concerned about GDPR. Our inspiration came from this official reference :

  “The principles of data protection should therefore not apply to anonymous information, namely information which does not relate to an identified or identifiable natural person or to personal data rendered anonymous in such a manner that the data subject is not or no longer identifiable. This Regulation does not therefore concern the processing of such anonymous information, including for statistical or research purposes.“

  In this blog post we are going to see how you can configure Matomo in order to not process any personal data and what the consequences are.

  Which data is considered as personal according to GDPR ?

  From : eur-lex.europa.eu

  (1) “‘personal data’ means any information relating to an identified or identifiable natural person (‘data subject’) ; an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person ;”

  (30) “Natural persons may be associated with online identifiers provided by their devices, applications, tools and protocols, such as internet protocol addresses, cookie identifiers or other identifiers such as radio frequency identification tags. This may leave traces which, in particular when combined with unique identifiers and other information received by the servers, may be used to create profiles of the natural persons and identify them.”

  So according to your Matomo configuration, it may leave some traces within the following data :

  1. IP addresses
  2. Cookies identifiers
  3. Page URL or page titles
  4. User ID and Custom “personal” data
  5. Ecommerce order IDs
  6. Location
  7. Heatmaps & Session Recordings

  Let’s see each of them in more detail.

  1. IP addresses

  IP addresses can indirectly identify an individual. It can also give a good approximation of an individual’s location.

  IP addresses are therefore considered as personal data which means you need to anonymize them. To do so, a feature is available within Matomo, where you can anonymize the IP. We recommend you to anonymize at least the last two bytes :

  

  See our configuration guide for more information

  What are the consequences of using this feature ?

  When applying IP anonymization on two bytes, you will no longer be able to see the full IP in the UI.

  Moreover, there is a small chance that 2 different visitors with the same device and software configuration will be identified as the same visitor if the anonymised IP address is the same for both.

  2. Cookies

  It is not clear for us yet if all cookies are considered equal under GDPR. At this stage it is too early to make a definite decision.

  Did you know ? Matomo lets you optionally disable the creation of cookies by adding an extra line of code to your tracking code see below.

  

  See our configuration guide for more information

  What are the consequences of using this feature ?

  Matomo is using a few first party cookies, and the following cookies may hold personal data :

  • _pk_id : contains a visitor id used to identify unique visitors
  • _pk_ref : to identify from where they came from

  If Matomo cannot set cookies, it will use a technique called Fingerprint. It is based on several metadata such as the operating system, browser, browser plugins, IP address, browser language ; just to name a few to identify a unique visitor. As this feature is less accurate than the one using cookies, the number of visitors and visits will be affected.

  3. Page URLs and page titles

  URLs are not mentioned within the official GDPR text. However, we know that according to the different CMS you use, some of them may have URLs including personal identifiers.

  For example :

  

  As a result, you need to find a way to anonymize this data.

  There are several ways you can perform this action according to your website. If your website is adding the personal data through query parameters, you can define a rule to exclude them from Matomo.

  If the personal data are not included within query parameters, you can use the “setCustomURL” feature and write your code as follow :

  

  See our developer documentation for more information

  If you are also processing personal data within the title tag, you can use the following function : “setDocumentTitle”.

  What are the consequences of using this feature ?

  By anonymizing the URLs containing personal data, some of your  URLs will be grouped together.

  4. User ID and custom personal data

  User ID is a feature (a tracking code needs to be added) which allows you to identify the same user across different devices.

  A User ID needs a corresponding database in order to link a user across different devices, it can be an email, a username, a name, a random number… All those data are either direct or non direct online identifiers and are therefore under the scope of GDPR.

  It will be the same situation if you are using custom variables and/or custom dimensions in order to push personal data to the system.

  To continue using the User ID feature but not recording personal data, you can consider using a hash function which will anonymize/convert your actual User ID into something like “3jrj3j34434834urj33j3”.

  Alternatively, you can enable the feature “Anonymise User IDs”. This feature will be available starting in Matomo 3.5.0 :

  

  What are the consequences of using this feature ?

  Under GDPR, User ID is personal data. Anonymizing the User ID using a hash function or our built-in functionality make the User Id pseudo-anonymous, which means it can’t be easily identified to a specific user. As a result, you will still get accurate visits and unique visitors metrics, and the Visitor Profile, but without tracking the original User ID which is personal data.

  5. Ecommerce order IDs

  Order IDs are the reference number assigned to the products/services bought by your customers. As this information can be crossed with your internal database, it is considered as an online identifier and is therefore under the scope of GDPR. As for User ID, you can anonymize order IDs using our built-in functionality to Anonymise Order IDs (see section 4. about User Id).

  What are the consequences of anonymizing order ID ?

  It really depends on your former use of order IDs. If you were not using them in the past then you should not see any difference.

  6. Location

  Based on the IP address of a visitor, Matomo can detect the visitors location. Location data is problematic for privacy as this technology has become quite accurate and can detect not only the city a visitor is from, but sometimes an even more precise position of a visitor.

  

  In order to not leave any accurate traces, we strongly recommend you to enable the IP anonymization feature. Next, you need to enable the setting “Also use the anonymized IP address when enriching visits”. You find this setting directly below the IP anonymization. This is important as otherwise the full IP address will be used to geolocate a visitor.

  

  What are the consequences of anonymizing location data ?

  The more bytes you anonymize from the IP, the more anonymized your location will be. When you remove two bytes as suggested, the city and region location reports will not be as accurate. In some cases even the country may not be detected correctly anymore.

  7. Heatmaps & Session Recordings

  Heatmaps & Session Recording is a premium feature in Matomo allowing you to see where users click, hover, type and scroll. With session recordings you can then replay their actions in a video.

  Heatmaps & Session Recordings are under the scope of GDPR as they can disclose in some specific cases (for example : filling a contact form) personal data :

  

  To avoid this, Matomo will anonymize all keystrokes which a user enters into a form field unless you specifically whitelist a field. Many fields that could contain personal data, such as a credit card, phone number, email address, password, social security number, and more are always anonymized and not recorded.

  See our configuration guide for more information

  Note that a page may still show personal information within the page as part of regular content (not a form element). For example an address, or the profile page of a forum user. We have added a feature which allows you to set an HTML attribute “data-matomo-mask” to anonymize any personal content shown in the UI.

  What are the consequences of using this feature ?

  Mainly, you will not be able to see in plain text what people are entering into your forms.

  What should you do with past data ?

  Once more, we have to say that we are not lawyers. So do not take our answers as legal advice. From : ec.europa.eu/newsroom/article29/document.cfm ?doc_id=50053

  “For example, as the GDPR requires that a controller must be able to demonstrate that valid consent was obtained, all presumed consents of which no references are kept will automatically be below the consent standard of the GDPR and will need to be renewed.”

  Our interpretation is that, if you were previously relying on consent, unless you can demonstrate that valid consent was obtained, you need to get the consent back (which is almost impossible) or you need to anonymize or remove that data.

  To anonymize previously tracked data, we are actively working on a feature to do just that directly within Matomo. Alternatively, you may also set up the deletion of logs after a certain amount of time.

  We really hope you enjoyed reading this article. GDPR is still on the go and we are pretty sure you have a lot of questions about it. You probably would like to share our vision about it. So do not hesitate to ask us through our contact form to see how we are interpreting GDPR at Matomo and InnoCraft.

  The post How to not process any personal data with Matomo and what it means for you appeared first on Analytics Platform - Matomo.