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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Quick Start Guide: Dynamic Renderings and Components using Sitecore Personalisation Visitor Tags

Sitecore Personalization – Dynamic functionality

In past Quick Start Guides  I covered how to get Sitecore Personalization working and how to create dynamic content. This post will outline how to dynamically swap-out components and how Visitor Tags and .NET roles of users can be used to automatically show functionality and content most suited to them.

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Quick Start Guide: Dynamic Content via Sitecore Personalization

Sitecore Personalisation – Automatically changing content

In the previous post I covered how to get personalization working correctly for your site. Now its time to start doing something exciting.

With Personalization working the next step is to structure your content so that it is in the form of reusable blocks and develop Sitecore sublayouts to dynamically display these blocks of content.

In this post I’ll go over the basics to achieve this and get you giving personalised experiences like a pro.

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Quick Start Guide: Sitecore Personalisation Getting it working

Sitecore Personalisation – Getting it working

I’ve been browsing around Sitecore forums and resources and there are often devs posting about Personalization not working working for their site or how to customise their site in a given scenario.

The thing is the former is fairly straight forward with a little guidance and the latter can be achieved with some knowledge and examples. Therefore I thought I’d help the community out by posting a short series of Quick Start Guides on everything from getting Personalization working to dynamically changing content and altering the site based on conditions.

I’ll start with everything that you need to do to get Personalization working in your site.

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