Sitecore experience platform part 2

Sitecore User Group Bangalore #sugblr

Sitecore Experience Platform Basics – Part 2

WITH ANITHA HARRY


Agenda

Social Connected About Social Connected Configuration Demo for login Demo for posting a message

Federated Experience Manager About FXM Configuration walkthrough Demo for a site Analytics and reporting for FXM

Personalization Basics of personalization Demo


Social Connected

About Social connected Social Connected improves the social engagement of your website. It lets

you promote your website in social networks by posting messages automatically and manually to both your timeline and the timelines of your customers.

Allows users to use the login process of a social network and skip the registration process

The application , with the consent of the user is allowed to access profile information

When a website visitor logs in using their social network credentials, the Social Connected module receives all the information from the visitor’s profile that they have allowed the social network to share

Social Connector also enables the website to collect more information about a website visitor from their social network profile


Social Connected Configuration

Create a social network application https://developers.facebook.com/apps - facebook https://dev.twitter.com/apps - twitter

Create a sitecore item for the social network application In the location “sitecore/system/social/applications/default” create an item based on the

“sitecore/templates/system/social/application” template Configure access to the visitors profile information

First time the user logs in they are asked for permission in a dialog box Open the config file to view the enabled/disabled fields [website_root]\app_config\include\social\

sitecore.social.profilemapping.[network_name].config file. Request approval for facebook application permissions

Submit for review Configure and add the log in control to your website

Use inbuilt ‘login’ connector

https://developers.facebook.com/apps



https://dev.twitter.com/apps




Social connected Demo Demo for login Demo for posting a message


Federated Experience Manager

The Federated Experience Manager (FXM) is an application that allows you to track visitor interactions and generate analytics information on external, non-Sitecore websites with Sitecore

You can use FXM to implement personalization rules, create goals and events, and implement content profiling on an external website

You can also implement rules that include non-Sitecore sites in engagement plans, as well as track traffic from the external website in Experience Analytics

Requirements to enable FXM functionality on an external website and track visits to that site:

You must have installed Sitecore xDB. You must have access to the backend of the external website to be able to deploy the tracking script on the website. Your Sitecore site and the external site must both have the same type of connection – http or https. Your license file controls your ability to use FXM, so you must ensure that the appropriate permission is specified in your license

file – license.xml. Limitations

FXM does not currently support:Multivariate (M/V) testing,Sitecore Web Forms for Marketers (WFFM),Path Analyzer,Workflows FXM does not support external websites that use:Cookie-based authentication to website pages. ,Dynamic HTML generated by

Document Object Model (DOM) or modified by JavaScript , Parts of the HTML page that are loaded using AJAX technologies. , Navigational links that are generated by JavaScript , Client-side JavaScript code for navigation ,302 HTTP redirects for navigation.

http and https


Configuration for FXM To enable FXM functionality, a JavaScript tag is added to the external websites.

This tags the external site and allows the FXM application to connect the external site's components to the Sitecore Experience Platform

Add an external website for tracking Set up rules for tracking Capture click action – associate the below marketing attributes

Campaigns Goals Events Outcomes

Add Page Filter Add placeholder Assign Marketing attribute Publish View Analytics


Personalization

Personalization is the method for displaying targeted, relevant content to your contacts based on their characteristics and behavior, such as location, gender, or previous visits

With personalization, you can ensure that the right content reaches the right contacts, for example, by showing, hiding, or adjusting content

Among other things, you can use personalization to: Show different content to contacts based on their geographic location. Hide a registration form from contacts who have previously filled out the

form. Change the text in a website banner based on a contact's referring site.


Rule Set editor

The Rule Set Editor is a tool that applies logic-based rules to content management There are three basic elements in the Rule Set Editor:

Conditions Conditions consist of logical statements that determine whether the condition is true. For

example, the "where an item is locked by me" condition is true if you have locked an item. Sitecore has a number of default conditions that you can use, but you can also implement

your own conditions.

Actions You typically create actions that implement conditional renderings of a website for contacts

who meet the criteria of a condition Rules

Rules associate one or more actions with one or more conditions. You must define your conditions and actions before you can implement a rule. You can also use logical operators such as "and" and "or" to create combinations of multiple conditions and actions.


Walkthrough of personalisation

Create a personalized rule Personalize the content Personalize the layout for the component


Technology

Sitecore experience platform part 2