Privacy, please. Social Connected Module: Facebook.

After a relatively easy ride with Facebook login I encountered some challenges getting Social Connected to post messages to my test FB account's timeline when a DMS goal has been achieved. In addition to Sitecore documentation on the module I used Dan Solovay's blog http://www.dansolovay.com/2012/09/a-look-at-sitecore-social-connected.html and various other blogs I could find by googling the topic.

The first thing that cought my eye once I attempted to log with with Facebook the first time was this message at the bottom of the authorization popup:

But that is EXACTLY what I wanted to do! Post to Facebook. I proceeded with authorization anyway to see if the login works as expected. And it does. No problems there.

Next step was to make a goal with a message that would get posted to my FB account once the goal is achieved. I could see that the goal was being achieved but no message was added to the wall. I poured over Facebook documentation and found this interesting bit of information on a permission called "publish_actions " at this location:

https://developers.facebook.com/docs/facebook-login/permissions/v2.1

"Your app can ask for additional permissions at any time, even after a person logs in for the first time. For example, the publish_actions permission lets you post to a person's Facebook Timeline. "

Is this what I am missing? I went to my app's settings to add this permission

And that required a whole new set of tasks I had to do on my app. One of them was adding a Privacy Policy URL. I made one up /privacy but it got rejected.

I can't believe I really need this but at this point it feels like I do. How is FB going to verify a privacy page on a local site? There's no way. I have to use something else.

To be continued...

Let's get Social. Social Connected Module 2.1

Today I have been playing with Social Connected Module 2.1 (http://sdn.sitecore.net/Products/Social%20Connected%20Module/Social%20Connected%202,-d-,1.aspx)

First thing I noticed is that I had to install the module manually even though I remember that I selected Social Connected as an optional install during local Sitecore instance installation process through SIM. Then when I was installing the module manually I kept getting this error

I found out later that Sitecore 7.2 is does not work with Social Connected. There is a workaround however. A couple of config file tweaks and we are good to go.

https://kb.sitecore.net/articles/715286

I decided to start with a Facebook. Made an app, just like the documentation prescribes, but noticed that the console in Facebook for app settings looks different from what they show in the doc. I entered by basic App info but was getting an error about app domain. This is how I fixed it:

In Settings > Basic I clicked Add Platform, chose Web Site and entered my site's domain. After that I repeated it in the App Domains field in the same Settings > Basic area. Saved my changes.

Then I added a Facebook button to my page (following instructions) and was able to log in with my FB credentials. What happens upon logging in are two things:

1. A record in a table gets created for me as a user
2. A sitecore user is created as well in User Manager

To make an app public the email address was mandatory in the app's Settings section.

Multivariate Testing continued....

I feel victorious! My MV test is finally working! Here is what happened. I created a test with two variants. In Page Editor, as instructions suggested. Started the test. But could not see the second variant popping up no matter what I did. I used different browsers, I wiped out all my cookies, I "gave it time", I changed the cache expiration in.
<setting name="WebEdit.TestStatisticsCacheExpiration" value="00:00:00"/> 
I jumped on one foot. Nothing worked.

Then I remembered that in the section where it describes creating test in the Content Editor (which they advised NOT to do) it mentions something about test strategy. I find it strange that they didn't put that info in the section on the correct test configuration, in Page Editor. But anyway...

Sticky means that the same editor would keep seeing the same variant of a component.
Random means Sitecore would pick one of the components at random regardless of a visitor.

That still doesn't fully explain to me why I was not able to see the second variant at least once, since I was using various browsers and deleting cookies. But it is what it is: once I changed that setting on the standard values for the test definition template - my test worked. One more thing: PUBLISH the test.

A limitation I found: testing is page based and doesn't allow the client to get an overview of the tests running on the site and/or how they perform.

Goals

Goals seem to be pretty straightforward if they are on content items. Media items, however, turned out to be a bit more tricky. Once goal is created, published and deployed (in this exact order) it can be attached to "any" item according to documentation. And the engagement value points set in this goal would count toward the total visit engagement value. Not so fast. So far in my experiments with Launchsitecore I can only see my goal achieved in the list of goals but the total engagement value is not being updated. I thought I had some particularities in the code that prevented displaying the entire engagement score but all it's doing is Tracker.CurrentVisit.Value.

MV TESTING

Followed the steps in the documentation. Seems really nice and simply. One interesting point: MV test takes precedence over personalization. What I mean is this: if I have personalization set up on a component, for example if my pattern is Developer I see "Welcome to out Developers!" text widget. But if I am a Marketer I see "Welcome to our Marketers!" copy. But in my test I have a third copy "Welcome to all!". When I run my test on this page even though the text widget is configured to change its content (text) depending of a visitor pattern it won't! Because the logic behind the test is to flip copy to a different variant, without keeping track of patterns.

As I write this I am running a test and periodically hopping all over the site to see a different copy but so far I haven't...Not a good thing. Where is my next variant? BRB

Ok..I don't like this. I only see the first variant. Either my test is configured to proceed to next variant after a certain time that hasn't expire yet OR...I have no clue why it's not doing it :(

DMS Profiling, Personalization Based on a Pattern Card

I continue to swim in the open waters of Sitecore Digital Marketing System.

PROFILING. I know, it's not politically correct but I'll do it anyway. I set a new profile and made 4 profile cards and 4 pattern cards. My questions form the start was: are they related? Do engagement value points have to match one for one between them? The answer seemed to be no, but I was not able to see the patter matching happening. I was clicking on all the right pages (developer) but none of the patterns seemed to match. Until I updated the value points to be exactly the same between corresponding cards and patterns.

I.E. Profile card called Developer has values 1,2, 7, therefore Pattern card for Developer should also have 1,2, 7 for engagement value points.

I discovered that visitor's profile changes as user navigates the site. I originally assumed that once it reaches a certain "status" it keeps it. But it doesn't. The pattern changes between the pattern cards defined on the site depending on which pages I click.

In the API you can get to the same profile collection two different ways. From the current visit itself or through a current visitor.

var visitorProfiles = Sitecore.Analytics.Tracker.Visitor.CurrentVisit.Profiles;
var visitProfiles = Tracker.CurrentVisit.Profiles;

Then to actually match the pattern I iterate though all profiles:

var personaProfile = Tracker.CurrentVisit.Profiles.Where(profile => profile.ProfileName == evaluatorTypeProfile.Name).FirstOrDefault();

            if (personaProfile != null)
            {
                 // load the details about the matching pattern card
                 Item patternCard = Sitecore.Context.Database.GetItem(new ID(personaProfile.PatternId));
                 if (patternCard != null)
                 {
                        //DO YOUR MAGIC HERE
                  }
             }




PERSONALIZATION BASED ON A PATTERN CARD

This is such a quick and visual way personalize based on visitor's pattern. Once I had my profile and cards set up I made a custom condition on a component like this:

in Page Editor click the component. Click Personalize icon and make a new condition like this:

where the current visit matches the Developer pattern pattern card in the Visitor Categories profile

Text in blue is my actual Pattern Card and Profile. Then for this condition I chose a different datasource. Reloaded the page and I checked my current pattern. Happened to be Developer, just like in the condition. And the text inside my personalized component changed accordingly. Success!