Philadelphia Area Sitecore User Group Meetup - October 2013


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Philadelphia Sitecore users converged to discuss Web Forms for Marketers and DMS at the first meetup.

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Philadelphia Area Sitecore User Group Meetup - October 2013

  1. 1. “To Inspire and Engage”
  2. 2.  PASUG’s mission is to foster a community of Sitecore enthusiasts in the Greater Philadelphia Region. PASUG is focused on Sitecore developers, architects, administrators, designers, business users, marketers and managers. Our goal is to provide value to all members, regardless of their role or level of experience with Sitecore. PASUG provides an open environment for our members to share their experiences, ask questions and network; unburdened by SPAM. Like Sitecore itself, we strive to Inspire and Engage our members so that the community can grow and be better equipped to utilize Sitecore as a platform to its fullest potential.
  3. 3. Debra Loggia, NorthPoint Digital
  4. 4. David Peterson, ISite Design
  5. 5. What We’ll Cover • Architectural Overview • Validation • Save Actions
  6. 6. At a Glance • Strengths – Flexibility for Marketers – Time to deployment – Built-in Analytics support • Limitations – Front-End/CSS – Some aspects difficult to extend
  7. 7. Presentation
  8. 8. Form Rendering
  9. 9. Form Template
  10. 10. Form Class Structure
  11. 11. Control Structure • Control structure matches Form structure in content. • Each control responsible for its output. – HTML formatting – Naming conventions
  12. 12. Extending WFFM Classes • Sections – Internal class • Form Top-Level Controls – Protected internal setter for item context – Includes intro, footer, submit button
  13. 13. Form Data Processing
  14. 14. Validation • Field Validation – Scope: Single Form Field – Evaluated: First – Returns: True/False • Form Verification Actions – Scope: All Form Fields – Evaluated: Last – Throw Exception on Failure
  15. 15. Extending Field Validators • Cross-Field Validation via Sitecore.Form.Core.Utility.WebUtil
  16. 16. Technical Considerations • Advantages: – Expands scope to all form fields. – Evaluated first with other field validators. • Disadvantages: – Programmatically ties field validator to another field. – Content Editors can add/remove fields from forms.
  17. 17. Validator Item
  18. 18. Validation Wire-Up
  19. 19. Form Verification Actions • Define your own via BaseCheckAction. – Access to all form fields
  20. 20. Form Verification Actions • Raise validation failure by throwing an Exception
  21. 21. Save Actions • Custom Save Actions via ISaveAction
  22. 22. Q&A • Twitter: @PetersonDave • Blog: • ISITE Design: • Built With Sitecore:
  23. 23. Jamie Stump, Perficient Inc.
  24. 24. Custom DMS Integration Case Study • B2B E-Commerce Site Integrated with Sitecore – 1 Million Unique Applications of Products – Site Requires Paid Login to Access / SEO of No Concern • Products Stored in Proprietary Homegrown Database and Served to Website via Homegrown Web Services • Single Sitecore Page Item Serves All Products via Querystring Parameter
  25. 25. Challenges • Client wants to use DMS capabilities to full extent; including Analytics & Contextual Reports, Personalization (by Persona), Multivariate Testing • Need to be able to track Site Visitor information on a per-product basis even though there’s a singular Product Page Item • Implicit Personalization for Visitors to be done across multiple visits
  26. 26. External Data Integration Solution Single Products Page (w/ Querystring to Identify Individual Product) Get Product Data Display on Page via Web Service Products / Companies DB Product ID Foreign Key Using DMS API – Write Individual Product / Score Info to Analytics DB Get Persona Scores for Displayed Product New Products / Persona Scores DB Sitecore Analytics DB (Personas) Persona GUID Foreign Key
  27. 27. DMS Customization Solutions • Connect Users with Particular Visitor Record – Ensures Greatest Data Accuracy – Reduces DB Load • Created Customized Reports – Profile-Centric Across Visitors – Product-Centric Across Visitors • Custom Conditions Allowing Personalization over Timespan (Cross-Visit) – Rolling and Set Time Periods
  28. 28. Lessons Learned • Sitecore Visits can be finicky – don’t always end when you expect them to • Adjusting Visitor may cause Sitecore to think viewer is a Robot – may decrease session timeout to 1 minute • Stimulsoft Web Report Designer that ships with Sitecore has some bugs – Customization of Reports is better done with Stimulsoft Reports .NET – Does carry additional cost • API Properties can behave un-intuitively – Example: VisitsRow.Profiles returns Profiles for Visitor not just for current Visit.
  29. 29. Questions? For Further Information • Twitter: @jstump29 • Email: • Blog: • 08.08.13 7