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Delivering personalized content to specific target audiences is a powerful way to attract website visitors and promote the right content to the right people, at the right time. This is how you can display products of regional interest to localized target groups, maybe display time-limited promotions to various user segments or highlight search-keyword related content for people that reached your website using these in a search engine. These are very typical scenarios that you expect to be covered by any system, capable of delivering content personalization. However, whenever we want to deliver personalized content for user segments, defined by some criteria that are not so trivial – for example customer ranking in your CRM or membership in groups, we hit a roadblock, as usually we are expected to use the built-in functionality only. Or at least that’s the case if you’re not using Sitefinity.
With the personalization feature Sitefinity brings the ability to deliver personalized content, targeted to specific audiences (user segments) based on certain criteria: location, profile fields, previous purchases, etc. You can build complex logical expressions in order to define precisely the audience you want to deliver your message to. And while the built-in criteria options will cover many scenarios, in case you need something custom, you still have that option to add a new criterion.
In my previous blog post I demonstrated how you can Integrate Sitefinity with SalesForce CRM. Now, in order to demonstrate implementing custom criteria, we will pull the rating of a lead in our CRM system (SalesForce). Our goal could be to show hot leads a promo code to give them that final push they need, before they place an order.
In order to add a custom criterion you need to:
In our case we need a simple drop-down with the possible lead rating values: hot, warm, cold. Set the Build Action for the *.ascx file to Embedded Resource.
We can then reference those elements on the editors like this:
The source for the SalesForce personalization criteria sample is available for download from github.
If you’re looking for more info on the personalization feature in Sitefinity, we’ve prepared a whitepaper that explains its usage and benefits. You can review it here.
View all posts from Bilyana Ivanova on the Progress blog. Connect with us about all things application development and deployment, data integration and digital business.
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