User characteristics

List of 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:

Geographic characteristics

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

A text field 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

To use this characteristic, your project must have a Geolocation folder with its contents. The Geolocation folder is located at  ~/App_Data/GeoLocation.

 Location   Where the user is physically located 

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.

Session characteristics 

Characteristic  Meaning  Input
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.

NOTE: 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.

Referral URL The URL of the page that redirected the user to your page.
  1. In the dropdown box with logical operations, 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.

Time of day The time interval when the user visited your site.

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.

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.

NOTE: This characteristic uses information only from the user’s current session.

For example, you can select only users that have 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.

NOTE: This characteristic uses information only from the user’s current session.

Choose one of the following:
  • Select page…
    Select a page from the sitemap.
  • Enter URL…
    Enter the URL of a page from your site.

NOTE: When evaluating an URL, only the path and the query are considered - protocols, schema, and host names are ignored.

Query parameter of visited URL Personalizes the content on the page that has the query parameter in the 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 dropdown box with logical operations, 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.

 

User account characteristics

Characteristic  Meaning  Input 
User 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 dropdown box with logical operations, 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.

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 users belonging to any of the selected roles are going to be served personalized content. 

Other fields

Characteristic  Meaning  Input 
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.

Hide characteristics

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:

  1. Navigate to Administration » Settings » Advanced.
  2. In the treeview on the left, expand Personalization » Criteria.
  3. Select the criterion that you want to hide.
  4. Select the Hidden checkbox and save your changes.

NOTE: You can remap personalization criteria at Administration » Advanced settings » Personalization » Criteria.

Other characteristics

Custom characteristics that do not have a group name set are displayed under Other characteristics. For more information, see Create custom personalization criteria.

Sitefinity Insight 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 Sitefinity Insight) Any persona created in Sitefinity Insight. In the dropdown menu, select a persona to base your segment on it.
Campaign (from Sitefinity Insight) Any campaign defined in Sitefinity Insight In the dropdown menu, select a campaign to base your segment on it.
Lead score (from Sitefinity Insight)
Any Lead scoring defined in Sitefinity Insight

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.

Contact profile (from Sitefinity Insight) Contact information based on Sitefinity Insight contact profiles.

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.

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 that represents 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 


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