Sitecore 8 Profiling Visitors for Beginners

The first step to deliver Personalisation for Anonymous Visitors of your web site is knowing your Visitors through the pages that they have visited…

Sitecore allow you to Profile your customers interests and behavior through the Profile framework where you can define the Profile Keys, Profile Cards and PatternMatch Cards.

In order to be able to fully benefit from this feature, you need to have XDB & Analytics enabled so that you can fully track your customer behavior.

pofiledefinition

profilecard

patterncard

As you can see, there is not always a clear classification, but often the definition touch multiple dimensions…

Once that you have defined your Profiles, it is time to TAG your content so that you can classify your visitors….

contenttagging

contentsegmentation

Once that you have defined your Profiles and Tagged your content you can easily identify your Anonymous visitors and start delivering personalized content based on the interest and behavior that you were able to track….

Some example of personalisation rules are reported here…

personalisationrule

personalisationrulepatterncards

 

 

Sitecore Behavior Personalisation InSession

One of the key selling point of Sitecore 8 compared to the other CMS products is the Personalisation Engine.

The definition of “Behavior Personalisation” should be self Explanatory, providing personalised content based on the behavior of the user….

InSession Personalisation DOES NOT REQUIRE XDB license and MONGODB capabilities. Most of the features are enabled also if you are running Sitecore in CMSONLY mode.

The main advantage of XDB comes from the power of Analytics data and it will give you the ability to personalised based on the historic interactions and behavior (eg. checking if the customer has visited the page within the previous visits to the web site, or if the customer has never triggered a specific goal.)

The way of delivering personalised content within Sitecore is common within the personalisation framework and as you would expect you would need to define within your presentation details your personalisation rules.

Within the personalisation engine there are several way to define visitors behavior:

  • Visit user visit a page, or check the entrypage of the journey

personalvisit

  • Goal / Event /Outcome user trigger a goal -Event -Outcome during the visit

PersonalGoal.PNG

  • Campaigns  user come from a campaign landing page/email or his journey qualify with a campaign

PersonalCampaign.PNG

  • Referrals/search keyword user come from a specific website or through a specific keyword

personalgooglesearch