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Episerver CMS iconVisitor groups

This topic is intended for administrators and developers with administration access rights in Episerver.

Personalization in Episerver lets you target website content to selected visitor groupSite visitors with something in common, such as age, geographic location, and so on. Used in the personalization feature of Episerver CMS. (See Personalizing Content.)s. The personalization feature is based on customized visitor groups that you create based on a set of personalization criteria. Episerver provides a set of basic criteria such as geographic location, number of visits, and referring search phraseOne or more words that a user enters into a search box to begin a search.. You can also develop customized criteria.

Built-in visitor group criteria

The Episerver platform comes with the following built-in visitor group criteria.

Visitor group criteria Description
Site Criteria
  • Number of Visits. Matches the number of times the visitor has visited the website. You can specify Less than, Equal, or More than, within a number of days (weeks, months or years), or since a date, or in total. For example, Less than 1 [visit] within 10 days.
  • User Profile. Matches a value stored in a user’s profile. You can specify Last Name, First name, Company, Address, Title, or email address. Each item can be equal to, contained in, start with or end with the specified value. For example, Company Equals ExampleCo. See example.
  • Visited Category. Select one of the website's page categories. You can also select a number of pages which use that category that have been visited. The visitor must have visited the specified number of pages to which the category is applied. For example, Category X viewed at least 3 pages out of a total of 6.
  • Visited Page. Select one site page. The visitor must have visited that page during the current session.
Time and Place Criteria
  • Geographic Coordinate. Uses the visitor’s approximate location in a geolocation database (based on visitor IP address). Drag the marker to the map (Google maps), and select a radius around that point to indicate the visitor's proximity to the location. See example.
  • Geographic Location. Matches the visitor to a specific continent, country, and region. For example, Continent: Europe, Country: Norway, Region: Oslo. You also can specify a wild card for country and region. For example, Country N* in Europe yields Netherlands and Norway. See example.
  • Time of Day. Matches the visitor's time period with the start time, end time (15-minute intervals), and days you specify. For example, From 2:00 PM to 4:15 PM on Monday, Tuesday, and Friday.
URL Criteria
  • Landing URL. Matches the URL with which the visitor enters the site. You can decide if the landing URL is equal, starts with, or ends with the with a specified value. For example, contains www.example to match www.example.com, www.exampleURL.com and so on.
  • Referrer. Matches the Host name or URL of the referred page that was clicked before entering the site, such as a search engine result page. You can decide if the referrer criteria should match on equal, contain, start with, or end with a specified value for the whole or parts of the Host name or URL. See example.
  • Search Keyword. Stores the URL of the referred page that was clicked before entering the site, such as the URL of a search engine result page. Your partner developer can define this criteria to specify the search word to match against the URL by a regular expression. The regular expression finds search words in the URL. Note: This criterion is not compatible with Google due to privacy restrictions for Google searches.
Visitor Groups. Visitor Group Membership. Select members from existing visitor groups. For example, Member of Job Applicants, or Not a Member of Start Customer Club.
Episerver Forms
  • Submitted Form. Matches when a visitor submits (or does not submit) a particular form that you select from a drop-down menu. For example, Has Submitted Job Application. See example.
  • Submitted Form Value. Matches when a visitor submit a particular form value. See example.

Managing visitor groups

Visitor groups are managed from the Visitor Group option in the global menu. When creating a new visitor group, you select one or more criteria and define appropriate settings. Those criteria are used to determine whether a user visiting the website is a part of that visitor group.

You can make the editor a member of VisitorGroupAdmins. This group provides access only to the Visitor Groups option in the global menu.

Examples of creating visitor groups

Additional visitor group criteria

You can extend the built-in visitor group criteria as follows:

Episerver imageEpiserver Commerce criteria

Visitor group criteria specific for e-commerce, such as customer properties, markets, and order frequency criteria. See Personalization for Commerce.

Episerver Add-on iconEpiserver Visitor Group Criteria Pack

  • Display Channel matches the visitor’s current display channel when visiting the website, such as distinguishing between web and mobile visitors.
  • IP Range matches the IP range either equal to, below, or above a defined IP number the visitor used when visiting the website.
  • OS & Browser matches the operating system and browser the visitor used when visiting the website.
  • Role matches the access roles the visitor had when visiting the website. You can either include roles by using the In role condition, or exclude roles by Not in role.

Episerver Add-on iconEpiserver Marketing Automation

Visitor group criteria specifically designed for marketing automation.

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Episerver User Guide 17-1 | Released: 2017-02-07 | © Episerver 2017 | Send feedback to us