Index custom xDB Facets to Segment Contacts in Sitecore’s List Manager

It’s a new year! And fresh from a short break from the blog, to focus on presenting at the xDB training course in New Orleans and Sitecore User Group in Cardiff, I’m back. So let’s get to it!

I talk a lot about the value of extending xDB to store data relevant to the client and how to surface that data for Content Editors to use. I now want to cover how to use that data on a grand scale. From accessing that data for all your contacts in a performant way. Then using that data to create lists of similar contacts based on their interactions. Finally allowing you to target groups of individuals with relevant email communications, via EXM, or synchronize with a CRM (more on that in a future blog).

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Gated Content Sitecore Module

Quite a few of the clients I have worked with lately have asked about implementing Gated Content. Not Gated Pages – preventing access to pages requiring an account and roles but gated areas on an actual page. Essentially requiring a site visitor to give up some information about themselves before gaining access to some content.

This actually a good thing in Sitecore because we can request the visitor’s email address so that we can identify them in xDB. Meaning more and more of our Site visitors will be uniquely identified, tracked and ultimately targeted with personalised experiences.

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Extending Sitecore Experience Profile – The SPEAK App

Part 2 – The Experience Profile App

Sitecore’s Experience Profile shows a detailed breakdown of each Contact (visitor of the site) and is built using Sitecore’s SPEAK, so to modify the app it we are going need to use the Sitecore Rocks Visual Studio Extension. To refresh, here is an overview of what we’re trying to achieve.

We’re going to create a new Tab on the Experience Profile App for our Interaction Facet we built previously, the Tab will show the actions the User has completed on the site which are unique to the client. Within that Tab we have a collection of Sub Tabs, one for each Element of the Facet, e.g. Sample Orders, Videos Played etc. Then each Sub Tab has a Panel to display the data.

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Sitecore Marketplace Module – Secure File Upload for Webforms for Marketers

Secure File Upload – Restrict files uploaded via WFFM by Mime type and file size

At the beginning of the year I posted a blog on a secure way to validate uploaded files that goes beyond checking the file extension. I have since redeveloped it from the ground up to exist as a self-contained module which is now available on the Sitecore Marketplace for Sitecore 8 all the way back to 6.5;

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Sitecore Webforms for Marketers – Custom Field Validator MIME Type Sniffer


Update: I have since released this as a Sitecore Marketplace Module for download. Improvements I have made and the full source code are available in this recent blog post


MIME Type Custom Form Validator

I was recently working on methods to validate files uploaded by End Users and the usual recommendation of checking the file extension didn’t sit right with me, even more so when I found out that the .NET API ultimately just checks the File extension as well.

So the product a mornings work I’ve written a decent method of checking those upload files are what they say they are. In this case I created a Custom Sitecore WFFM Field Validator but its simple enough to port the code to custom web forms. Hopefully another dev will find this suitable as an alternative method.

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Sitecore Marketplace Module – MasterKey

MasterKey – Unlock Sitecore Items en masse

So pretty exciting news! My first Module has just become available on the Sitecore Marketplace;

https://marketplace.sitecore.net/Modules/MasterKey.aspx

It is inspired by the struggles one of the QA guys I work with who had the joy of going through and unlocking folders and folders of items locked by a Content Editor’s account.

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Sitecore Webforms for Marketers – Captcha Not Rendering Correctly

Webforms for Marketers Captcha not displaying

I recently developed a custom Web Forms field to allow users to upload photos taken on their mobile device via Web Form for Marketers. The client is pretty high-profile so a part of the requirement that they have some form of protection of repeat uploads from exhibitionists in their community shall we say. Easy, the Captcha field will meet this requirement, however there is an infuriating issue where the captcha image doesn’t display.

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