User characteristics

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:
Characteristic  Meaning  Input 
IP address  The IP address of the user. 

A paragraph box opens, where you must enter one or both of the following:

  • Single IP addresses - enter one per line
  • A range of IP addresses of users that will be included in the user segment - enter the first and the last IP address from the range, separated by a dash.
    For example, enter 127.255.255.1-127.255.255.255 
Landing URL  The page from your website that the user was redirected to from an external website. 
  1. In the next dropdown box, select a logical operation.
  2. In the input field, enter the URL or part of the URL of the landing page.

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: Depending on the operation you select, you can enter any part of the URL, for example, a query parameter or a subdomain.

Location  Where the user is physically located 

In Add location field, type the location and click Add button. 

You can type, for example, a country name or a city name. 

Profile fields 

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. 

  1. Select a field.
  2. In the next dropdown box, select a logical operation.
  3. Enter a value for the user profile field and click Add.

You can add more than one condition for the profile fields.

Query parameter of visited URL  

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:

  1. In the Query parameter field, enter the value of the parameter, for example, utm_medium.
  2. In the next dropdown box, select a logical operation, for example, Is.
  3. In the Value field, enter the query value, for example, social.

In the example above, the logical operation and the query value group all users that came from the campaign you initiated in social media.

Referral URL  The URL of the page, from which the user was redirected to your site.
  1. In the next dropdown box, select a logical operation.
  2. In the input field, enter the value that will be used for the logical operation.

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.

Roles 

The Sitefinity CMS role that the user is assigned to.
For example, Designers or Customers

For more information, see Overview: Roles.

Select the roles, which you want to apply the personalization rule to.
All uses belonging to the selected roles will be served personalized content. 
Time of day  The time interval when the user have used your site.  Use the From and To dropdown boxes to define the time interval. 
Purchases  The purchases that the user has made from your website  You can choose to narrow the purchased products by the following:
  • Departments
    Select the checkboxes of the desired departments.
  • Price range
    Use the From and To input fields to define the price range of the purchased products.
  • Tag
    Type the tag of the purchased product or click Select from existing and click Add button.
  • Type of product
    Select the checkboxes of the desired product types.
  • Particular product
    Select the checkboxes of the desired products.

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.

Visit duration  The duration of the user session 

Use the From and To input fields to define the duration of the user visit in the selected unit of measurement.

Use the Period of visitation dropdown box to select the time interval for the user session statistics.

For example, you can select only users that during the last week have had user sessions between 1 and 2 minutes.

Visited page  A page that was visited by the user 

Only users who have visited a certain page are included in the user segment.

Choose one of the following:

  • Select page…
    Select a page from the sitemap.
  • Enter URL…
    Enter the URL of a page from your site.
 

Marketo based personalization

PREREQUISITES: The following fields are available only with Sitefinity CMS license for Marketo. For more information, contact sitefinitysales@progress.com

For more information, see Configure Marketo based personalization.

Marketo lead score  A number, representing the Marketo lead score of a user.  In the field, enter a number representing Marketo lead score.
For example, 100
Marketo field  A field from a user profile in Marketo.  In Lead field, enter the name of the Marketo field from the Marketo user profile. Then, enter the value of the field. 
For example, Company is equal to Telerik 

Progress Sitefinity Digital Experience Cloud based personalization

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 sitefinitysales@progress.com.

Persona (from Digital Experience Cloud)  Any persona created in Progress Sitefinity Digital Experience Cloud. In the dropdown menu, select the persona on whom to base your segment. 
Campaign (from Digital Experience Cloud) Any campaign defined in Progress Sitefinity Digital Experience Cloud In the dropdown menu, select the campaign on which to base your segment. 
Lead scoring (from Digital Experience Cloud)
Any Lead scoring defined in Progress Sitefinity Digital Experience Cloud

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.

For more information, see Progress Sitefinity Digital Experience Cloud.

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