Creating Conditions with the Targeted Content Widget

The Targeted Content widget lets you personalize your site visitors' experience by providing content that matches their interests, thereby placing your site information in the context of your users. For example, the search keywords used to find your site might determine the best offer to show a prospect. Or, site members might explicitly state their interests by adding to their user profile or filling out a survey.

In both cases, the Targeted Content widget ensures the delivery of the right experience to compel each site visitor to take action. The widget lets you gather information from each interaction, and use that information to direct visitors to content that relates to their specific interests.

Targeting content is as easy as building an email rule in Microsoft Outlook, or a playlist in Itunes. Each widget consists of one or more conditions. Each condition can have one or more criteria. For example, a condition may stipulate that the URL parameter terms contains either "pizza" or "Italian."

After assigning conditions to a Targeted Content widget, you assign one or more widgets to it. The widgets appear on the page only if a condition evaluates to true. To continue the example, if the page has a URL parameter that contains "pizza," display a Taxonomy Summary widget showing content to which the taxonomy category "pizza" is assigned.

You can assign any number of conditions to the Targeted Content widget. As soon as one is true, its associated widgets appear, and any remaining conditions are ignored.

Editing a Condition

There are 2 aspects to editing a condition within a Targeted Content widget.

Creating a Targeted Content Widget

Prerequisite:  The Targeted Content widget must be on the list of widgets assigned to the page's template. See Also: Adding the Wireframe and Widgets into Ektron

1. Drag and drop the Targeted Content widget onto a PageBuilder page.
2. By default, the first condition is added to the widget. Click Edit Condition.
    

   

3. Enter a condition name.
4. Click +or to set up the first condition.
5. Select an option from the drop-down list of condition criteria.
   —Image—

   

   —Criteria options—

   Criterion	Use this criterion to specify widgets that will appear if
   Search Engine	If the site visitor was referred to this page from any search engine (or not) If the search engine from which the site visitor was referred is one of the following Google Bing Yahoo Other None If the search engine's keywords are (are not, contain, start with, or end with) a specified value
   Referring URL	The referring host matches a string value (for example, www.example.com). This is helpful for determining the site from which a visitor came to your site, such as a Facebook fan page.
   URL parameter	The current page contains the specified URL parameter. For example, you create a campaign selling gold jewelry and base its content on the URL parameter cid=gold. If the URL of the page that hosts the Targeted Content widget contains cid=gold (for example, http://www.mystore.com/product.aspx?cid=gold), then display widgets assigned to that Targeted Content widget.
   Cookie	A cookie matching the specified pattern is found on the site visitor's computer. Cookies are generally stored as name value pairs, such as UserID— A9A3BECE0563982D. When checking for a cookie, you complete 3 fields. cookie ID logic (is, is not, contains, starts with, ends with) a value For example, if a certain campaign placed cookies beginning with A9A, you would set up the criterion like this: NOTE:  The cookie criterion does not support subkeys, such as ecm.userid or ecm.sitepath. To work around this problem, use a contains operator and enter the text following .ecm, such as sitepath.
   Device Configuration	The user's device matches a Device Configuration that you specify. For example, a content block displays only if a user accesses your Web site with a Smart Phone. To learn about Device Configurations, see Separating Content from Presentation and Supporting Mobile Devices.
   Logged in	The user is or is not logged in.
   User is in group	NOTE:  Only applies to logged-in users. User is member of an Ektron User or Membership Group that you select from drop-down list.See Also: Membership Users and Groups, Managing User Groups
   User is in community	NOTE:  Only applies to logged-in users. User is a member of an Ektron Community Group that you select from drop-down list.See Also: Managing Community Groups
   User Properties	NOTE:  Only applies to logged-in users. The value of the logged-in user's custom property satisfies the logic for the value you specify. See Also: Custom User Properties Example: Zip code is a Custom User Property. You want to display a list of stores in New Hampshire for users whose Zip Code begins with 03. Condition / result Zip code = 03458 true Zip code = 02103 false
   Date and Time: Day	The actual date (according to the Web server's clock) and a date you enter satisfy the specified logic. Logic operators: is is not less than greater than equal to or less than equal to or greater than Examples: Assume today's date is 2010-01-01 Condition / result Date = 2010-01-01 true Date < 2010-01-01 false Date >= 2009-12-01 true
   Date and Time: Day of Week	The current day (according to the Web server's clock) satisfies the specified logic. Logic operators: is is not Examples: Assume today's date is 2010-03-01 (Monday) Condition / result Day of week is Monday true Day of week is Tuesday false Day of week is not Tuesday true
   Date and Time: Day of Month	The actual date (according to the Web server's clock) and a date you enter satisfy the specified logic. Logic operators: is is not less than greater than equal to or less than equal to or greater than Examples: Assume today's date is 2010-03-01 (Monday) Condition / result Day of month is 01 true Day of month is not 01 false Date >= 2009-12-01 true
   Date and Time: Hour of Day	The actual hour (according to the Web server's clock) and number between 1 and 23 you enter satisfy the specified logic. The numbers are based on a 24 hour clock so, for example, 5 p.m. is 17. Logic operators: is is not less than greater than equal to or less than equal to or greater than Examples: Assume current time is 18:30:00 Condition / result Hour of day is 18 true Hour of day is 23 false Hour of day >= 12 true
   User Regional Info	Enter the user's country or state, or both. State selections are limited to states in the United States. This information is retrieved from the IP address of the person who is using your Web site. To retrieve this information, see Using GeoIP Information in the Targeted Content Widget.
   Facebook Info	If the criterion matches information in the user's Facebook profile, display the widgets inserted into this condition. For example, if the criterion is Marital Status is Single and the user's Facebook Profile matches that value, display the assigned widgets.This criterion only works with users who log in via Logging in through Facebook. You can apply any of these facebook fields. Age Gender Marital Status Likes Employment Use Contains with Free Text Fields On fields that use free text (such as Likes), you should use the contains operator, as opposed to is or is not. Contains is more flexible and finds a partial match. For example, if the user likes U.S. Soccer and you enter the term soccer and the contains operator, a partial match is made, so the user sees the related widget. On the other hand, if the user likes U.S. Soccer and you enter the term soccer and the is operator, an exact match is not made, so the user does not see the related widget. The Likes Field The Likes field lets you search through users' Facebook profile Likes and Interests. Or, you can narrow it down to a specific like/interest. For example, you could display a widget promoting Red Sox merchandise if, in their Facebook profile, users like a Sports Team that contains Red Sox.
   Otherwise	No condition evaluates to true. NOTE:  You would typically use this criterion last, since it always evaluates to true. Any conditions below this are ignored.

6. Add additional criteria as desired. See Also: Creating Conditions with the Targeted Content Widget
7. Click Save.
8. Drag to the area below the new condition one or more widgets that appear if the condition evaluates to true.
    

   

9. If the widget requires you to fill out properties, click Edit and complete the screen.
    

   

See Also: Widget Reference

Using Multiple Criteria in a Condition

Any condition can have several criteria joined by and an AND operator.

In this example, all conditions must be true for the widgets assigned to this Target Content widget to appear.

• ** the user is logged in
• today's date must be later than September 29, 2011
• the user is a member of the Ektron user group Administrators

If any of these condition is not true, the next condition assigned to the widget is evaluated, if one exists.

If all conditions are true, the widgets assigned to this Targeted Content widget appear. Additional conditions assigned to this widget are ignored.

You can also specify an OR relationship among criteria in one condition. To do so, click +or below any condition (circled below), then enter the OR condition.

For example, assume you want the time zone criteria to include Eastern Time and Pacific Time (but not in between).

Each set of criteria is evaluated independently. If any criteria set is true (that is, all of its statements are true), the widgets assigned to this Targeted Content widget appear. Additional conditions assigned to this widget are not evaluated. If none of the criteria sets is true, the next condition assigned to the widget is evaluated, if one exists.

Customizing the Targeted Content Widget

To create a custom version of the Targeted Content widget (for example, to add rule templates):

1. Open the siteroot/widgets/Edit TargetedContent.ascx.cs file.
2. Create a class, for example, MyRuleTemplate, that inherits Ektron.RuleEditor.RuleTemplate in #region Rule Templates.
3. Modify private void AddAllRuleTemplates.
4. Add an instance of your class to the rest of the rule templates. For example, AddRuleTemplate(new MyRuleTemplate());