As an administrator, you will be configuring the Sitefinity website environment for content authors, designers and developers to work in. You want to give everyone the tools they need while still protecting security and resources. The sections that follow explain setup of key areas of the site like email setup, modules, security and site management.
Emails can be triggered by:
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An administration action such as a password reset or signup email.
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User action on content such as making a comment, creating an order or email from a campaign. These emails are notifications.
Emails setup in Sitefinity is configured through Administration > Settings >Basic Settings > Email Settings Make sure that the SMTP server is entered in the Host text box and that the Port is correct for your server. Also enter the UserName and Password credentials for the server. Depending on the SMTP server requirements, you may need to enter additional settings like Use SSL
Invalid email addresses "bounce" or fail to deliver can be tracked by enabling the Track bounced emails for email campaigns messaged check box to manage bounced messages. You will need address and authentication info for the POP3 server that will retrieve bounced messages.
The POP3 server can optionally respond to the temporary and permanent email delivery problems using Soft bounce and Hard bounce options. The Soft bounce options handle temporary problems such as when the recipient's mailbox is full, the email server is offline or the email is too large. Hard bounce responds to permanent delivery problems like incorrect email addresses, a bad domain name or if the recipient's server blocks email delivery.
Using a combination of user segments, personalized pages, and the Personalization Preview Console, you can create customized experiences for every visitor to your website.
Personalization allows tailoring pages to specific groups of users. These groups or segments, can be identified by their location, the time of day, and even the length of their stay on the site.
The key to content personalization lies in defining user segments from the Sitefinity administration menu under Marketing > Personalization.
Click the Create a User Segment link to define the characteristics for that segment.
Click Add a characteristic to create one or more of these characteristics to define as broad or detailed a segment you wish to target. You can add as many characteristics as you need to pinpoint your target audience.
For example, selecting Location presents an input to define one or more geographical regions (cities, states, countries, etc.) that will identify users of the segment.
Here is a partial listing of some commonly used characteristics:
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Landing URL: any user who enters your website from the page you define here will be identified as a user of that segment, even if they navigate to other pages later.
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Location: uses geocoding to identify a city, state, or country where a user is located.
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Time of day: defines an interval of time during which visitors are considered to be users of the segment.
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Role: the role of the user in the Sitefinity system.
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Profile Fields: Fields that define the user such as name, nickname, preferred language or number of posts can be used to identify characteristics.
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Purchases by Department, price range, type of product and so on.
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Marketo data fields if the Sitefinity site is connected to the Marketo product.
Each selection will be added to the user segment definition. To enable the segment, select the This user segment is active check box and save your changes.
You can create flexible criteria using AND and OR sections within the editor. For example, the user visited the Welcome page AND the location is New York and the time is between 8 and 10 AM OR the visit was between 0 and 180 seconds.
Users that match all criteria of a segment will be identified as members of that segment. Users can belong to several different segments simultaneously.
Users segments are displayed in priority order, from top to bottom. The topmost matched segment determines the personalized content a user will see.
To reset priority, use the Up and Down options from the Actions menu.
Your initial, "original" pages are served to everyone that isn't part of a segment. To personalize Sitefinity pages, create alternate versions for specific users.
From the top of a Page in edit mode, click the down arrow next to the Personalization icon as you see below in the screenshot, and click on Create personalized page
Sitefinity will prompt you to select a segment. Click the Create and go to edit content button. A copy of the original page is created. You can edit the copied page just like you would with any other Sitefinity page and publish your changes.
Reloading the pages list reveals a new Personalized link next to the page.
To test that segment criteria and personalized pages work as expected, open the preview console from Marketing > Personalization, then click View site as... button.
The personalization console sidebar lets you view the page as if you were part of a segment.
To define an ad-hoc set of characteristics, click the Custom link.
The Device preview drop down switches between views of the page displayed on various smart devices like iPhone, Android and tablets.
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