The following table lists all available characteristics that you can choose to describe a user or user segment, together with their meaning and what you must enter after choosing a characteristic:
To use this characteristic, your project must have a Geolocation folder with its contents. The Geolocation folder is located at ~/App_Data/GeoLocation.
Geolocation
~/App_Data/GeoLocation
In the Select location field, fill out the location and click the Add button.
You can type, for example, a country name or a city name.
This characteristic uses the IP address of users to determine their location and requires that your project has a Geolocation folder with its contents. The Geolocation folder is located at ~/App_Data/GeoLocation.
NOTE: This characteristic uses information only from the user’s current session.
For example, you can use the Starts with logical operation to group all users that land on page that starts with www.mysite.com/whitepapers, without having to enter separately the exact URLs of all pages, from which each specific whitepaper is downloaded.
NOTE: When evaluating an URL, only the path and the query are considered - protocols, schema, and host names are ignored.
For example, you can use the Contains logical operation to group all users, referred by a domain, such as facebook.com, without entering the exact URLs separately.
Use the From and To dropdown boxes to define the time interval.
This characteristic uses the IP address of users to determine their location and requires the Geolocation folder and its contents to be present. The Geolocation folder is located at ~/App_Data/GeoLocation.
Use the From and To input fields to define the duration of the user visit in the selected unit of measurement.
For example, you can select only users with user sessions between 1 and 2 minutes.
Only users who have visited a certain page are included in the user segment.
Query parameters enable you to personalize based on a particular campaign or marketing effort that brings traffic to your site.
To group visitors based on how they found your content:
In the example above, the logical operation and the query value group all users that came from the campaign you initiated on social media.
For more information about profile fields, see User profiles.
The Field dropdown box contains all fields available in the user profile.
You can add more than one condition for the profile fields.
The Sitefinity CMS role that the user is assigned to. For example, Designers or Customers.
For more information, see Roles.
You can hide any of the above characteristics. This way, they will not be displayed in the dropdown box when configuring a user segment.
To do this, perform the following:
NOTE: You can remap personalization criteria at Administration » Advanced settings » Personalization » Criteria.
Custom characteristics that do not have a group name set are displayed under Other characteristics. For more information, see Create custom personalization criteria.
In the dropdown menu, select the lead scoring type to base your segment on. Then, from the Stage dropdown select scoring stages. If you select an exact stage name, only visitors who scored enough to be part of this exact stage will be selected in this segment. If you select one of the <Stage name> and above options, visitors who scored enough to be part of this exact stage or one of the later stages will be selected in this segment.
Create segmentation based on information from Sitefinity Insight contact properties.
Select a contact property, logical operation, and enter a string value.
NOTE: As of Sep 27, 2024, Sitefinity Insight offers contact properties with types other than Text. This version of Sitefinity CMS supports only contact properties of type Text. Therefore, when you use a User characteristic, based on Sitefinity Insight user properties, you can use only Insight contact properties of type Text. To use custom contact properties of other types, upgrade to Sitefinity CMS 15.2 or later.
Text
You can also add custom contact properties. For more information, see Configure contact properties.
To learn how to configure the personalization characteristics, see Sitefinity Insight personalization criteria.
For more information, see Sitefinity Insight.
For more information, see Configure Marketo based personalization.
PREREQUISITES: You must have a HubSpot license.
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