CMS for administrators > Visitor groups

Visitor groups

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

Personalization in Episerver allows you to 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, which you create based on a set of personalization criteria. A set of basic criteria are provided out-of-the-box, for example criteria for geographic location, number of visits, and referring search phrase. 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.
  • User Profile matches a value stored in a user’s profile. When adding this criterion, you can specify that to be part of this group, a user must have a specific value for a profile setting. You can decide if the user profile property should match on equal, contain, start with, or end with a specified value.
  • Visited Category lets you select one of the page categories on the website. You can also select how many different pages that use the specified category the visitors have visited. The visitor must have visited the specified number of pages that have the specified category set on it.
  • Visited Page lets you select one specific page on the website. The visitor must have visited the specified page during the current session.
Time and Place Criteria
  • Geographic Coordinate looks up the visitor’s approximate location in a geolocation database (based on the visitor’s IP address). Drag the marker and drop it on the map (Google Maps), and select a radius around that point to match the visitor's location to the selected location.
  • Geographic Location looks up the visitor's approximate location in a geolocation database (based on the visitor’s IP address) and matches their location to the selected location. You can match the visitor to a specific continent, country and region. You can also specify a wild card for country and region.
  • Time of Day matches the visitor's time period with the start time, end time, and weekdays you specify.
URL Criteria
  • Landing URL stores the URL that the user enters the site with. You can decide if the landing URL should match on equal, contain, start with, or end with a specified value.
  • Referrer stores the URL of the referred page that was clicked before entering the site, for example, 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 URL or parts of it.
  • Search Keyword stores the URL of the referred page that was clicked before entering the site, for example, the URL of a search engine result page. This criteria can be defined by your partner developer 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 let you select members from existing visitor groups.

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 need administration access rights to create visitor groups. However, you can provide access for editors to create visitor groups by adding them to VisitorGroupAdmins.

Examples of creating visitor groups

How to define visitor groups using some of the built-in criteria provided.

Additional visitor group criteria

The built-in visitor group criteria can be extended as described below.

Episerver Commerce criteria

Visitor group criteria specific for e-commerce, for instance customer properties, markets and order frequency criteria. Refer to Personalization for Commerce for more information.

Episerver Visitor Group Criteria Pack

  • Display Channel matches the visitor’s current display channel when visiting the website, for instance to distinguish 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 Marketing Automation

Visitor group criteria specifically designed for marketing automation.

back to top




Episerver User Guide update 15-5 | Released: 2015-11-16 | Copyright © Episerver AB | Send feedback to us