Profile and pattern cards are a new feature in Sitecore's Customer Engagement Platform. The idea is to streamline the process of profiling content and determining a visitor's profile. As a visitor navigates my site, Sitecore builds a visitor profile based on the content profiling configuration.
CEP generates radar charts to visualize profiles during content authoring. But how can do you see what that visitor profile is and how it compares to the patterns that have been defined? In this post I will show how you can use radar charts to visualize profiles during content delivery in order to better understand how Sitecore's pattern matching features work.
I'm going to assume that you understand how to configure pattern cards. If you don't, you should read the Marketing Operations Cookbook. This document reveals all.
In my demo site I have a couple of pattern cards defined. For the Function profile, I created pattern cards for Buyer and Shopper. For the Persona profile, I created pattern cards for Novice, Amateur and Professional.
I have assigned content profiles to a number of sections of my demo site.
As I navigate my published site, I know Sitecore is collecting information, but how do I see it? Sitecore makes all of this information available to me, I just needed to build a small module to put it together.
What does the module do?
The following image shows how the visitor profile changes over time.
What did I need to write?
How do you install the module?
How do you use the module?
Using the browser that you're navigating your site with, open the aspx file in a new browser tab. You will see your visitor profile and how it relates to your pattern cards. As you navigate your site, your profile will change. You will need to manually refresh the tab running the module. I didn't set it up to automatically refresh.