The Targeted Content widgetA mini-application that you place on a Web page using PageBuilder; a widget provides either specific functionality (calculators, search, social bars, and so on) or areas into which you can add content (content blocks, list summaries, collections, and so on). lets you gather information from each interaction, and use that information to direct visitors to content that relates to their specific interests.

Each Targeted Content widget has 1 or more conditions, and each condition can have 1 or more criteria. For example, a condition may stipulate that the URL parameter terms contains pizza or terms contains Italian.

After assigning conditions to a Targeted Content widget, you assign one or more widgets to it, which 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," you display a Taxonomy Summary widget that shows content to which the taxonomyA content-level categorization system that uses one-to-many relationships (such as Ronald Reagan is to Actor, Governor, and President) to create a scalable organization of content. A taxonomy lets your site visitors go content independent of the folder structure. 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.

The Targeted Content widget can evaluate the following information about a site visitor.

• search engine or URL that directed the visitor to the page
• the page's URL parameters
• the visitor's device, such as a Smart Phone
• the page from which the visitor was directed
• GeoIP regional information about the visitor: U.S. state or country
• Facebook profile information, such as marital status
• whether a certain cookie is on the person's computer
• if logged in
  • user or membership group to which the visitor belongs
  • any custom user properties that match your criteria
• the current date and time on the Ektron server

Specifying criteria for a Targeted Content widget

Prerequisite 

The Targeted Content widget must be in the list of widgets assigned to the page's template. See Adding the wireframe and widgets into Ektron.

1. Place the Targeted Content widgetA mini-application that you place on a Web page using PageBuilder; a widget provides either specific functionality (calculators, search, social bars, and so on) or areas into which you can add content (content blocks, list summaries, collections, and so on). onto a PageBuilder page.
2. Click New Condition.
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   NOTE: Global configurations are created and stored in the Workarea. If they are already created, you can click Select Global Configuration and select one for use. See Choosing a targeted content configuration and Creating a targeted content global configuration.

3. Enter a condition name.
4. Click +or to set up the first condition and select an option from the drop-down list of condition criteria. See also: Using multiple criteria in a condition.
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   Criteria Options

   • ExactTarget ExactTarget.Subscriber. Displays if the connector is installed.
     • Email Address
     • Full Name
     • Marital Status
     • Age
   • Hubspot Hubspot.Contact. Displays if the connector is installed.
     • Email Address
     • Company
     • First Name
     • Last Name
     • Address
     • City
     • State
     • Country
   • Marketo Activity. Displays if the connector is installed.
     • Opened Email
     • Sent Email
   • MSDynamicCRM Lead. Displays if the connector is installed.
     • Company Name
     • Industry
     • Number of Employees
     • Revenue
     • Promotion
     • Score
   • Pardot Pardot.Prospect. Displays if the connector is installed.
     • Email Address
     • Company
     • First Name
     • Last Name
     • Address 1
     • Address 2
     • City
     • State
     • Country
   • Salesforce Lead. Displays if the connector is installed.
     • Company Name
     • Industry
     • Number of Employees
     • Revenue
     • Products Owned
     • Product Interest
     • Score
   • Search Engine. Use to specify widgets that appear
     • If a 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). Use this to determine the visitor 's originating 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
   • Device Configuration. The user's device matches a Device Groups that you specify. For example, a content block displays only if a user accesses your website with a Smart Phone. See also: Adding a group by device model.
   • BreakpointConfig. The user's device matches a breakpoint that was defined in Adding a group by breakpoint.
   • Logged in—The user is or is not logged in.
   • User is in group. 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 users and user groups
   • User is in community. 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. 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: Creating 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 website. To retrieve this information, see Targeting content with GeoIP information.
   • 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.

   • Submitted For Data. Uses field and value for a form (by ID).
   • Persona Title. The site visitor matches the persona that you define in this condition. See also: Creating personalized Web experiences with personas.
   • 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.

5. Add additional criteria as desired.
6. Click Save.
7. Click a widget and place it into the Targeted Content widget. You can place more than 1 widget into the Targeted Content widget. If the condition is true, the widgets you place there appear.
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8. If the widget requires you to fill out properties, click Edit () and complete the screen.
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Using multiple criteria in a condition

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

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

• the user is logged in
• today's day must not be Sunday
• 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, then enter the OR condition.

For example, assume you want the user's country to be only the Bahamas or Bermuda.

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.

Targeting content with Salesforce data

The Targeted Content widgetA mini-application that you place on a Web page using PageBuilder; a widget provides either specific functionality (calculators, search, social bars, and so on) or areas into which you can add content (content blocks, list summaries, collections, and so on). personalizes a Web page by displaying content based on information from a user-completed form. When a user submits a form, the external application connector (such as Salesforce) writes a user ID for that user's login back to Ektron. This enables the delivery of targeted content based on the user's identity. For example, if the Salesforce MQLMarketing Qualified Lead; someone who is more likely to become a customer versus others who are "browsing but not buying." MQLs can be identified through analysis of activity data.'s industry is healthcare, the page may display content of interest to healthcare professionals.

1. Determine Targeted Content widget criteria from the external application forms and fields in the siteroot/dxhTargetingRules.config file. The following sample shows the default portion of this file.
   Sample dxhTargetingRules.config

   <dxhRules>
     <Adapter name="Salesforce">
       <AdapterObject name="Lead">
         <add name="Company Name" value="Company"/>
         <add name="Industry" value="Industry"/>
         <add name="Number of Employees" value="NumberOfEmployees"/>
         <add name="Revenue" value="AnnualRevenue"/>
         <add name="Products Owned" value="Products Owned"/>
         <add name="Product Interest" value="ProductInterest"/>
         <add name="Score" value="Rating"/>
       </AdapterObject> 
     </Adapter>

   Tag Descriptions

   • <dxhRules>. The file's root tag.
   • <Adapter name>. The adapter for which to display object rules, such as Salesforce or MSDynamics. It is not the connection name (for example, marketingSF).
   • <AdapterObject>. The system name of the object within the specified adapter. For example, to enter a Salesforce lead, insert the system name Lead (case-sensitive).
   • <add ...>. The field. The name attribute contains text that the end user sees (as shown in the following image). The value attribute contains the system name of the field.

   NOTE: The field's datatype is recognized and automatically surfaced into the correct rule type; numeric rule for an integer or decimal, string rule for a string, a multi-select rule for a pick list, and so on.

2. Access either a Targeted Content widget or a Targeted Content configuration.
3. Click the Or+ button to add a criterion for the widget.

   

4. Select an adapter and field. For example, Salesforce Lead > Industry.
5. Enter additional fields as you would in any Targeted Content widget or configuration.
6. Save the widget and test it.

See also: Creating personalized Web experiences with personas.

Targeting content with GeoIP information

GeoIP support lets you target your messaging to specific audiences based on current geographical location. Ektron uses a site visitor’s IP address to detect the location. For example, your website may have a special sale on snow blowers. That information is relevant to people in northern climates but of no interest to those living in the tropics. Or, a site visitor uses a cell phone to find the nearest store location, and the Ektron Map server control displays a map of nearby stores based on the user's current latitude and longitude.

Ektron maintains GeoIP information in a cookie only while a visitor uses the site. When the visitor exits, Ektron deletes the cookie. Ektron obtains the following information from the IP address of your site visitors. (The values are only examples.)

• IP Address—208.32.120.10
• Country code and name. United States
• Region. NH (New Hampshire)
• US area code. 603
• US metro code. 506
• City. 506
• US zip code. Nashua
• Latitude and longitude. 42.7551/-71.4853
• Organization. Sprint
• Domain name. www.example.com

Ektron includes GeoLite data created by MaxMind. You can purchase more accurate GeoIP databases from MaxMind.

Creating a targeted content global configuration

A Targeted Content Global Configuration is a Targeted Content widgetA mini-application that you place on a Web page using PageBuilder; a widget provides either specific functionality (calculators, search, social bars, and so on) or areas into which you can add content (content blocks, list summaries, collections, and so on). that you create and store in the Ektron Workarea. When users drop a Targeted Content widget onto a PageBuilder page, they can select any configuration defined in the Workarea. A configuration lets you reuse the same Targeted Content widget on any number of pages.

After choosing a Targeted Content Global Configuration, you cannot edit its conditions on that page. You can edit the configuration only in the Workarea. If you later change a configuration setting, all widgets using that configuration are automatically changed. See Editing a targeted content configuration.

IMPORTANT: If you apply no conditions to a configuration and reference it in a Targeted Content widget on a PageBuilder page, nothing appears on the page.

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());