Links to resources

1. How to set up a rule

Setting up rules allows marketers to personalize the experience for site visitors. In the Rule Set Editor, you can combine conditions with actions to create rules that you can use to implement Personalization, run scripts, create steps in engagement plans and so on.

2. How to set up a pattern card and profile card

Pattern cards map profile values to specific types of visitors and implement Personalization rules. These Personalization rules enable you to display different content based on your visitors’ behavior on your website. When a visitor navigates through a website, they accumulate the profile values of all the pages and resources that they request. Sitecore calculates the average score that the visitor has accumulated for each profile and maps the visitor to the pattern card that is the closest match. That means you can deliver appropriate content to your visitor.You can use profile cards to identify and segment contacts and implement Personalization rules. A profile card contains saved profile keys and profile values. They allow you to assign profile values consistently across all items on your website.

3. Goals and engagement values (EVS)

Goals are activities that contacts can perform on your website, such as signing up to a newsletter, or taking advantage of a particular offer. You can associate goals with campaign activities and events, then use them to track how contacts engage with your website.

4. How to set up an A/B test

Component tests let you test alternative combinations of your website’s content to find out which components or combinations of components are the most effective with visitors. You can quickly evaluate the test results to get insight into the content that functions best with your audience. This can help you create more successful campaigns with higher goal-conversion rates.

5. How to use Geolocation – activating a service

The Sitecore IP Geolocation service provides information about the location and owner of an IP address, which allows you to create Personalization rules to show content appropriate to their location.

6. Data points and analytics

Identifying the most used and valuable content on your site can be crucial to driving decision making when it comes to marketing Personalization. It enables you to optimize for successful engagements. Sitecore’s data points and analytics will allow you to understand your customer’s journey and how to make the most of it.

7. Explicit and implicit Personalization

Getting the basics of Personalization right can improve your engagement success right from the start – here we’ll cover what we mean by simple, rules-based Personalization.

8. Managing your Personalization campaigns

If you can put the right product or service in front of the right customer at the right time, your rate of engagement will increase. Our templates and information will help you get your campaigns set up and delivering for you and your customers.

9. How to use device detection services/devices

In the Experience Analytics dashboard, the Audience tab contains reports that help you gain a better understanding of who your contacts are, by analyzing how they engage with your website.

10. Setting up a custom report

Sitecore Experience Analytics contains a number of reports that analyze how contacts engage with your website. You can also create and configure custom reports in Experience Analytics. In your daily activities as a marketer, some reports may be more relevant than others. This information can help you analyze the amount of traffic on your website, as well as the quality of that traffic. You can use this information to refine and optimize your campaigns.

11. Using Google Analytics

Although Sitecore already has a powerful analytics engine, combining it with Google Analytics can yield even more data, which allows you to personalize your content to drive successful customer engagements.

12. Combining Sitecore with the Salesforce CRM

Unifying the power of Sitecore with the Salesforce CRM allows you to plan, personalize, and optimize one-to-one customer interactions with content and campaigns. Together you can build comprehensive and personalized marketing campaigns with Sitecore content connecting to Salesforce Marketing Cloud’s Journey Builder and Email Studio – this allows you to leverage the comprehensive collection of data, allowing for faster analysis and implementation.

13. How to use EXM

You can use the Email Experience Manager (EXM) to create highly customizable email campaigns, which makes them both personal and relevant to your customers, driving successful engagement.

14. How to set up content author groups and access

Sitecore comes with a series of predefined roles that you can use to manage user authorization on items and functionality.

15. Data imports and exports

The ability to use data from within Sitecore itself, and external data, for core Sitecore functions is a powerful tool. This allows you to learn even more about your customers. Learn how the Sitecore Data Exchange Framework allows data to be synchronized to and from Sitecore and any other system or database.

16. Tracking campaigns in Sitecore

A campaign is a promotion or advertising initiative designed to encourage people to visit your website. Campaigns run for a defined period and can be used to raise brand awareness, or to get contacts to perform certain actions on your website (such as sign up for a newsletter).

17. More advanced Personalization

The better you are able to utilize your data to deliver better Personalization to your site visitors and customers, the better engagement you will have.

Checklists and glossary

Personalization success checklists

Use these checklists to track key activities and prepare for Go-live.

Personalization success glossary

A hands-on glossary of terminology to refer to throughout this course.