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“To Inspire and Engage”

“To Inspire and Engage”. PASUG Mission Statement.

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“To Inspire and Engage”

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  1. “To Inspire and Engage”

  2. PASUG Mission Statement • 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.

  3. Sitecore from a Content Manager’s Perspective Debra Loggia, NorthPoint Digital

  4. Customizing Web Forms for Marketers David Peterson, ISite Design

  5. What We’ll Cover Architectural Overview Validation Save Actions

  6. At a Glance • Strengths • Flexibility for Marketers • Time to deployment • Built-in Analytics support • Limitations • Front-End/CSS • Some aspects difficult to extend

  7. Presentation

  8. Form Rendering

  9. Form Template

  10. Form Class Structure

  11. Control Structure • Control structure matches Form structure in content. • Each control responsible for its output. • HTML formatting • Naming conventions

  12. Extending WFFM Classes • Sections • Internal class • Form Top-Level Controls • Protected internal setter for item context • Includes intro, footer, submit button

  13. Form Data Processing

  14. 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

  15. Extending Field Validators • Cross-Field Validation via Sitecore.Form.Core.Utility.WebUtil

  16. 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.

  17. Validator Item

  18. Validation Wire-Up

  19. Form Verification Actions • Define your own via BaseCheckAction. • Access to all form fields

  20. Form Verification Actions • Raise validation failure by throwing an Exception

  21. Save Actions • Custom Save Actions via ISaveAction

  22. Q&A • Twitter: @PetersonDave • Blog: http://petersondave.wordpress.com • ISITE Design: http://isitedesign.com • Built With Sitecore: http://www.isitedesign.com/sitecore

  23. Extending DMS to Include non-Sitecore Data Jamie Stump, Perficient Inc.

  24. B2B E-Commerce Site Integrated with Sitecore 1 Million Unique Applications of Products Site 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

  25. 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

  26. External Data Integration Solution Using DMS API – Write Individual Product / Score Info to Analytics DB Sitecore Analytics DB (Personas) Single Products Page (w/ Querystring to Identify Individual Product) Get Persona Scores for Displayed Product Get Product DataDisplay on Page via Web Service NewProducts / Persona Scores DB Products / Companies DB Persona GUIDForeign Key Product ID Foreign Key

  27. Connect Users with Particular Visitor Record Ensures Greatest Data Accuracy Reduces DB Load Created Customized Reports Profile-Centric Across Visitors Product-Centric Across Visitors Custom Conditions Allowing Personalization over Timespan (Cross-Visit) Rolling and Set Time Periods DMS Customization Solutions

  28. 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-intuitively Example: VisitsRow.Profilesreturns Profiles for Visitor not just for current Visit. Lessons Learned

  29. Questions? For Further Information • Twitter: @jstump29 • Email: Jamie.Stump@Perficient.com • Blog: http://blogs.perficient.com/microsoft/author/jstump/ • http://www.Perficient.com 08.08.13 7

  30. Q & A Session

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