Sitecore Personalization – Profile Personas and Patterns Part Two

 

Content Profiling

We have setup Profile Personas, Profile and Pattern Cards in my previous blog.  Now, It’s time to assign these profile cards to Sitecore contents to identify customer’s behavior.

Now open the page in experience editor where you want to assign the profile.

Navigate to the Ribbon and select the Optimization tab. Then, click on "Associate Profile Cards" under profile settings.

This action will open the Profile Cards Dialog. Click on 'Edit' to proceed.

You have the option to either select a profile card from the dropdown menu or customize values for the content profile.

Enabling customization allows you to enter specific values for Profile Cards in the "Context" of the content item.

Repeat this process for all pages as needed to implement profiling according to your requirements.

Personalization using Pattern Card

If you're new to this process, I've documented detailed step-by-step instructions on how to personalizing components in my previous blog. 

Now, let's dive straight into the rules we're implementing for pattern-based personalization on the test page.

Next, click on the 'Specific' Profile and select a Profile from the Profiles dialog.

Then, choose the 'Specific' pattern from the Patterns dialog and select the correct pattern.

Click 'Ok'. Save and publish the items.

Now, open a new browser session and visit the page where you have assigned pattern card. Refresh the page multiple times to generate a profile score, aiding Sitecore in identifying the pattern. After visiting the page multiple times, navigate to the Experience profile and can observe the pattern value for recent contact you used.