Philadelphia Area Sitecore User Group Meetup - October 2013
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Transcript of Philadelphia Area Sitecore User Group Meetup - October 2013
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“To Inspire and Engage”
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PASUG’s mission is to foster a community of Sitecore enthusiasts in the Greater Philadelphia Region. PASUG is focused on Sitecore developers, architects, administrators, designers, business users, marketers and managers. Our goal is to provide value to all members, regardless of their role or level of experience with Sitecore. PASUG provides an open environment for our members to share their experiences, ask questions and network; unburdened by SPAM. Like Sitecore itself, we strive to Inspire and Engage our members so that the community can grow and be better equipped to utilize Sitecore as a platform to its fullest potential.
PASUG Mission Statement
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Sitecore from a Content Manager’s
PerspectiveDebra Loggia, NorthPoint Digital
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Customizing Web Forms for Marketers
David Peterson, ISite Design
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What We’ll Cover
• Architectural Overview• Validation
• Save Actions
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At a Glance
• Strengths– Flexibility for Marketers– Time to deployment– Built-in Analytics support
• Limitations– Front-End/CSS– Some aspects difficult to extend
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Presentation
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Form Rendering
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Form Template
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Form Class Structure
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Control Structure
• Control structure matches Form structure in content.
• Each control responsible for its output.– HTML formatting– Naming conventions
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Extending WFFM Classes
• Sections– Internal class
• Form Top-Level Controls– Protected internal setter for item context– Includes intro, footer, submit button
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Form Data Processing
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Validation
• Field Validation– Scope: Single Form Field– Evaluated: First– Returns: True/False
• Form Verification Actions– Scope: All Form Fields– Evaluated: Last– Throw Exception on Failure
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Extending Field Validators• Cross-Field Validation viaSitecore.Form.Core.Utility.WebUtil
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Technical Considerations
• Advantages:– Expands scope to all form fields.– Evaluated first with other field
validators.
• Disadvantages:– Programmatically ties field validator to
another field.– Content Editors can add/remove fields
from forms.
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Validator Item
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Validation Wire-Up
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Form Verification Actions
• Define your own via BaseCheckAction.– Access to all form fields
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Form Verification Actions
• Raise validation failure by throwing an Exception
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Save Actions
• Custom Save Actions via ISaveAction
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Q&A
• Twitter: @PetersonDave• Blog: http://petersondave.wordpress.com
• ISITE Design: http://isitedesign.com• Built With Sitecore:
http://www.isitedesign.com/sitecore
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Extending DMS to Include non-Sitecore Data
Jamie Stump, Perficient Inc.
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B2B E-Commerce Site Integrated with Sitecore1 Million Unique Applications of ProductsSite Requires Paid Login to Access / SEO of No Concern
Products Stored in Proprietary Homegrown Database and Served to Website via Homegrown Web Services
Single Sitecore Page Item Serves All Products via Querystring Parameter
Custom DMS Integration Case Study
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Client wants to use DMS capabilities to full extent; including Analytics & Contextual Reports, Personalization (by Persona), Multivariate Testing
Need to be able to track Site Visitor information on a per-product basis even though there’s a singular Product Page Item
Implicit Personalization for Visitors to be done across multiple visits
Challenges
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Products / Companies
DB
Sitecore Analytics
DB (Personas)
New Products / Persona Scores DB
Single Products Page (w/ Querystring to Identify Individual
Product)
Get Product DataDisplay on Page via Web Service
Get Persona Scores for Displayed Product
Using DMS API – Write Individual Product / Score Info to Analytics DB
Product ID Foreign Key
Persona GUIDForeign Key
External Data Integration Solution
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Connect Users with Particular Visitor RecordEnsures Greatest Data AccuracyReduces DB Load
Created Customized ReportsProfile-Centric Across VisitorsProduct-Centric Across Visitors
Custom Conditions Allowing Personalization over Timespan (Cross-Visit)Rolling and Set Time Periods
DMS Customization Solutions
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Sitecore Visits can be finicky – don’t always end when you expect them to
Adjusting Visitor may cause Sitecore to think viewer is a Robot – may decrease session timeout to 1 minute
Stimulsoft Web Report Designer that ships with Sitecore has some bugs – Customization of Reports is better done with Stimulsoft Reports .NET
Does carry additional cost
API Properties can behave un-intuitivelyExample: VisitsRow.Profiles returns Profiles for Visitor not just for current Visit.
Lessons Learned
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• Twitter: @jstump29
• Email: [email protected]
• Blog: http://blogs.perficient.com/microsoft/author/jstump/
• http://www.Perficient.com
For Further Information
Questions?
08.08.13 7
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Q & A Session