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Setting Up Personalization for Siebel eSales


Siebel Personalization enhances your Siebel eSales Web site by showing information to customers that is specific to their profile, interests, and history. Personalized content includes greeting users by name, presenting them with content targeted to their needs and interests, showing them recommended products, and sending email messages addressed to them.

Siebel Personalization allows you to define rules to show and hide content dynamically during a user's experience with Siebel eSales.

Personalization deployment rules can depend on data such as users' personal profile information, date ranges, their company, products or services they have already purchased, or geographical information. These rules can also capture user data dynamically while the customer is browsing the Siebel eSales Web site.

The home page in Siebel eSales includes the salutation in the upper left corner. This typically includes a personal greeting, but you can configure it to provide targeted content such as product promotions, announcements, and birthday greetings. The home page also contains a personalized list of recommended items.

Conditional expressions can be used to hide applets under certain conditions. The applets listed in Table 3 are hidden depending on the application, the type of user, and whether or not the applets have any records in them.

Table 3. Applets That Can Be Hidden
Applet
View
Effect of Conditional Expression

My Company Applet (eSales)

My Account

Hides corporate purchase information from customers who are not B2B power users (that is, do not have Web Purchasing Manager or Web Delegated Customer Administrator responsibility)

Quote Empty Form Applet (eSales)

Shopping Cart

Shows an Empty form when the Shopping Cart is empty

Quote Form Applet - Current (eSales)

Shopping Cart

Hides the Shopping Cart header form when the Shopping Cart is empty

Quote Item List Applet (eSales)

Shopping Cart

Hides the Shopping Cart when empty

Recommended Product List Applet (eSales)

Home Page, Shopping Cart

Hides the Recommended Products applet from Siebel eEvents.

Personalization is principally managed using the Personalization Administration screen in your Siebel Business Application. For information about administering personalization, see Siebel Personalization Administration Guide.

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