The following table lists all available characteristics that you can choose to describe a user or user segment, together with their meaning and what you have to enter after choosing a characteristic:
A text field opens, where you must enter one or both of the following:
To use this characteristic, your project must have a Geolocation folder with its contents. The Geolocation folder is located at ~/App_Data/GeoLocation.
In the Select location field, fill out the location and click the Add button.
You can type, for example, a country name or a city name.
This characteristic uses the IP address of users to determine their location and requires that your project has a Geolocation folder with its contents. The Geolocation folder is located at ~/App_Data/GeoLocation.
NOTE: If your project does not have a Geolocation folder, you can copy it from the _EmptyProject folder of a project created with the Project Manager.
For more information, see Create projects with the Project Manager.
This characteristic uses information only from the user’s current session.
For example, you can use the Starts with logical operation to group all users that land on page that starts with www.mysite.com/whitepapers, without having to enter separately the exact URLs of all pages, from which each specific whitepaper is downloaded.
NOTE: When evaluating an URL, only the path and the query are considered - protocols, schema, and host names are ignored.
For example, you can use the Contains logical operation to group all users, referred by a domain, such as facebook.com, without having to enter separately the exact URLs.
Use the From and To dropdown boxes to define the time interval.
This characteristic uses the IP address of users to determine their location and requires the Geolocation folder and its contents to be present. The Geolocation folder is located at ~/App_Data/GeoLocation.
Use the From and To input fields to define the duration of the user visit in the selected unit of measurement.
For example, you can select only users that have user sessions between 1 and 2 minutes.
Only users who have visited a certain page are included in the user segment.
Query parameters enable you to personalize based on particular campaign or marketing effort that brings traffic to your site.
To group visitors based on how they found your content:
In the example above, the logical operation and the query value group all users that came from the campaign you initiated in social media.
The fields of a user profile.
Can be applied only to registered users.
For more information about profile fields, see Administration: User profiles.
The Field dropdown box contains all fields available in the user profile.
You can add more than one condition for the profile fields.
The Sitefinity CMS role that the user is assigned to.
For example, Designers or Customers.
For more information, see Overview: Roles.
Only users that have purchased products with the specified characteristics will be included in the user segment.
For more information about products, departments, or product types, see Ecommerce: Build a webshop.
You can hide any of the above characteristics. This way they will not be displayed in the dropdown box when configuring a user segment.
To do this, perform the following:
NOTE: You can remap personalization criteria at
Administration » Advanced settings » Personalization » Criteria.
Custom characteristics that do not have a group name set are displayed under Other characteristics. For more information, see Create custom personalization criteria.
PREREQUISITES: The following field is available only with Sitefinity CMS Online Marketing Edition and Sitefinity CMS Enterprise Edition licenses. For more information about licenses or about getting a trial, contact email@example.com.
Only contacts whose highest passed stage is one of the selected stages are included in the user segment.
In the dropdown menu, select the lead scoring type which to base your segment on.
Then, from the list below select scoring stages.
Create segmentation based on information from Sitefinity Insight contact profiles.
Select a contact property, logical operation, and enter a string value.
You can also add custom contact properties. For more information, see Add new property or select from list.
To learn how to configure the personalization characteristics, see Sitefinity Insight personalization criteria.
For more information, see Sitefinity Insight.
PREREQUISITES: The following fields are available only with Sitefinity CMS license for Marketo. For more information, contact firstname.lastname@example.org.
For more information, see Configure Marketo based personalization.
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