Recording of a SUG (Sitecore User Group) Bangalore Webinar. Sitecore Experience Platform - Session 2 by Anitha Harry held on Oct 22nd 2016

1. Sitecore Experience Platform
Basics – Part 2
WITH ANITHA HARRY

2. Agenda
 Social Connected
 About Social Connected
 Configuration
 Demo for login
 Demo for posting a message
 Federated Experience Manager
 About FXM
 Configuration walkthrough
 Demo for a site
 Analytics and reporting for FXM
 Personalization
 Basics of personalization
 Demo

3. Social Connected
 About Social connected
 Social Connected improves the social engagement of your website. It lets you
promote your website in social networks by posting messages automatically and
manually to both your timeline and the timelines of your customers.
 Allows users to use the login process of a social network and skip the registration
process
 The application , with the consent of the user is allowed to access profile
information
 When a website visitor logs in using their social network credentials, the Social
Connected module receives all the information from the visitor’s profile that they
have allowed the social network to share
 Social Connector also enables the website to collect more information about a
website visitor from their social network profile

4. Social Connected Configuration
 Create a social network application
 https://developers.facebook.com/apps - facebook
 https://dev.twitter.com/apps - twitter
 Create a sitecore item for the social network application
 In the location “sitecore/system/social/applications/default” create an item based on the
“sitecore/templates/system/social/application” template
 Configure access to the visitors profile information
 First time the user logs in they are asked for permission in a dialog box
 Open the config file to view the enabled/disabled fields
[website_root]app_configincludesocialsitecore.social.profilemapping.[network_name].config file.
 Request approval for facebook application permissions
 Submit for review
 Configure and add the log in control to your website
 Use inbuilt ‘login’ connector

5. Social connected Demo
 Demo for login
 Demo for posting a message

6. Federated Experience Manager
 The Federated Experience Manager (FXM) is an application that allows you to track visitor interactions and generate analytics
information on external, non-Sitecore websites with Sitecore
 You can use FXM to implement personalization rules, create goals and events, and implement content profiling on an external website
 You can also implement rules that include non-Sitecore sites in engagement plans, as well as track traffic from the external website in
Experience Analytics
 Requirements to enable FXM functionality on an external website and track visits to that site:
 You must have installed Sitecore xDB.
 You must have access to the backend of the external website to be able to deploy the tracking script on the website.
 Your Sitecore site and the external site must both have the same type of connection – http or https.
 Your license file controls your ability to use FXM, so you must ensure that the appropriate permission is specified in your license file –
license.xml.
 Limitations
 FXM does not currently support:Multivariate (M/V) testing,Sitecore Web Forms for Marketers (WFFM),Path Analyzer,Workflows
 FXM does not support external websites that use:Cookie-based authentication to website pages. ,Dynamic HTML generated by Document
Object Model (DOM) or modified by JavaScript , Parts of the HTML page that are loaded using AJAX technologies. , Navigational links that are
generated by JavaScript , Client-side JavaScript code for navigation ,302 HTTP redirects for navigation.
 http and https

7. Configuration for FXM
 To enable FXM functionality, a JavaScript tag is added to the external websites. This tags
the external site and allows the FXM application to connect the external site's
components to the Sitecore Experience Platform
 Add an external website for tracking
 Set up rules for tracking
 Capture click action – associate the below marketing attributes
 Campaigns
 Goals
 Events
 Outcomes
 Add Page Filter
 Add placeholder
 Assign Marketing attribute
 Publish
 View Analytics

8. Personalization
 Personalization is the method for displaying targeted, relevant content to
your contacts based on their characteristics and behavior, such as location,
gender, or previous visits
 With personalization, you can ensure that the right content reaches the
right contacts, for example, by showing, hiding, or adjusting content
 Among other things, you can use personalization to:
 Show different content to contacts based on their geographic location.
 Hide a registration form from contacts who have previously filled out the form.
 Change the text in a website banner based on a contact's referring site.

9. Rule Set editor
 The Rule Set Editor is a tool that applies logic-based rules to content management
 There are three basic elements in the Rule Set Editor:
 Conditions
 Conditions consist of logical statements that determine whether the condition is true. For example,
the "where an item is locked by me" condition is true if you have locked an item.
 Sitecore has a number of default conditions that you can use, but you can also implement your own
conditions.
 Actions
 You typically create actions that implement conditional renderings of a website for contacts who
meet the criteria of a condition
 Rules
 Rules associate one or more actions with one or more conditions. You must define your conditions
and actions before you can implement a rule. You can also use logical operators such as "and" and
"or" to create combinations of multiple conditions and actions.

10. Walkthrough of personalisation
 Create a personalized rule
 Personalize the content
 Personalize the layout for the component