Sitecore visitors Profiles

Lately there was a request of creating a report of the profile cards assigned to each sitecore item/page and while working on that I searched about sitecore visitor profiles to know more about this great component of sitecore marketing and personalization.

So in this blog post I will talk a little about sitecore visitor’s profiles including profile, profile cards and profile keys in the first part and in the second part I will show you how you can set the profile cards for sitecore items, how these data saved and how you can deal with such data programmatically.

Personalization is one of the most important component of any modern website, by which site will bring the correct content to each site visitor based on pre-collected information about visitor interests so the site will predict visitor interests and display content based on that so if a site visitor is interested in specific camera type the site will personalize the content to show related camera type(s).

As sitecore documentation mentioned and categories visitor behaviors to explicit and implicit in which at the first category visitor’s actions such as filling a form, participating in a poll and searching for specific keyword and in the second the visitor navigation path and visited pages are the main concern.

In sitecore this is coming out of the box which needs no coding skills as we will see in the following of how to define specific profile with keys and how we can set this profile to specific sitecore item/page 

First let’s assume that your site contains some pages that display camera items as example and some pages you may relate to Professionals others for beginners and other for semi Professionals visitors then we can define a visitor profile as follows:

•  Step 1: go to Sitecore marketing control panel as you can see from the following screen shot:

 

• Step 2: navigate to “/sitecore/system/Marketing Control Panel/Profiles” and right click to insert new profile and name the new profile “Camera skill level” as example as you can see from the following screen shot:

 

• Step 3: right click on the newly created profile and insert new profile keys and set the minimum and maximum value for each key as you can see from the following screen shot.

Now we want to personalize our site content using this new profile and to do this we have two options:

1. We can define a preset categories “profile cards” each has specific target under the profile we already created above.
2. We can define the profile card on each item separately which consume more time.

I will go with the first option in which we define a profile card to use it later on our content, lets go to step 4.

• Step 4: navigate to “/sitecore/system/Marketing Control Panel/Profiles/Camera Skill Level/Profile Cards” then right click and insert new profile card item in which you will set the profile keys values that represent this profile card as you can see from the following screen shots:

 

• Step 5: final step is to configure site content profiles as you can see from the following screen shots:

Now you can use these profiles to personalize your pages content!

In the following blog post will show you how these data saved in sitecore and how we can create a report with the page name and the assigned profile cards and keys values.

Hope the above will help!