Add and manage persona scoring rules


You can set the rules that define when a visitor scores enough points to be associated to a persona.

Add new rules

  1. In Sitefinity Insight, navigate to Analytics » Personas.

    NOTE: You can add a rule on any screen that lists persona scoring rules, for example, from the persona profile screen.

  2. Click View all scoring rules.
  3. Click Add rule.
  4. To select the type of activity to be tracked, click Define.
    The Condition dialog appears.
  5. Choose the condition on which this interaction brings score points to the visitor.
    For more information, see Persona scoring rules format.
  6. To select the scoring types that will be affected when the condition triggers, click Select personas.
    The Select personas dialog opens.
  7. Select the checkboxes of the personas you want to include and click Done.
  8. For each persona you have selected, define  how many points the visitor scores for this interaction. You can add, subtract, or reset the points to 0.

    NOTE: You can choose whether points are scored just once or every time the visitor completes the interaction. For more information, see Persona scoring rules.

  9. To confirm the new rule, click Save rule.

View and compare persona scoring rules

To view a list of all scoring rules that are scored with anything different than zero, navigate to Analytics » Personas and click View all scoring rules.

NOTE: You can also see a list of all scoring rules by clicking the Compare to rules for all personas link in any of the persona profiles.

For each rule, the total number of hits for this persona is displayed. A hit means an actual action of adding points to a visitor towards their recognition as a specific persona in accordance with this rule. If the rule is hit second time by the same visitor towards the same persona, it is not counted again.

Edit and remove rules

You can edit any field of a persona scoring rule, apart from the activity field. This is because all activities are based on completed visitor interactions already uploaded in the cloud.

Deleting rules does not result in deletion of personas and vice versa. You delete rules independently from the personas.  You can remove rules from a persona, that is, set the score for this rule-persona pair.

To edit or delete a rule, perform the following:

  1. Navigate to Analytics »  Personas.
  2. Click View all scoring rules.
  3. On the rule you want to edit or delete, click Settings icon
  4. In the menu, click the desired action.

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