The Scenarios module extends the content targeting capabilities of the Personalization module, providing a set of advanced targeting features that you can use to plan and manage personalized customer relationships. You use the Scenarios module to do the following:
Create scenarios, which are event-driven campaigns designed to manage interactions between site visitors and content over a long period of time.
Create workflows, which are similar to scenarios, but can be customized to model a wide variety of business processes.
Note that the Scenarios module is included with the ATG platform.
The Scenarios module section of this guide contains the following chapters:
Overview of the Scenarios Module
Describes how scenarios work and explains how the Scenarios module processes them.
Configuring Scenarios
Shows the steps you need to follow to prepare the Scenarios module for use, such as setting up global and individual servers; configure appropriate components; and setting up effective caching. Also includes information on monitoring and debugging scenarios.
Setting Up Security Access for Scenarios
Describes how to give and deny ACC access to scenario features.
Designing Effective Scenarios
Describes how to design scenarios for efficient site performance.
Using Scenario Events
Lists the standard set of scenario events and gives detailed information about each one.
Using Scenario Actions
Describes the standard set of scenario actions and their associated configuration components.
Using Slots
Explains the purpose of slots and shows how to set them up.
Using Scenario Recorders
Describes how to configure scenario recorders, which you use to create reports in the Scenarios module.
Adding Custom Events, Actions, and Conditions to Scenarios
Shows how to add custom scenario elements.
Filtering Collections
Describes how to filter objects in a collection and cache the resultant content. Also describes how to create custom collection filters.
Using Profile Markers
Explains how to set up and use markers on profiles.
Defining and Tracking Business Processes
Describes how to define a business process as a series of stages, track activity within the business process, and report on the activity for a specified time frame.
Creating and Configuring Workflows
Describes how to use the Workflow API to create new workflow types for modeling business processes.
Managing Workflows on Multiple Servers
Shows how to set up a process editor server, global servers, and individual servers for workflows. Also includes a list of the workflow repository item descriptors that you should configure to use locked caching.
Setting Up Security Access for Workflows
Describes the levels of workflow access control you can set up for both ACC users and site users.
Configuring the ATG Expression Editor
Describes how to define or modify the grammar that makes up part of the ACC such as the targeting rules editor or the scenario editor.
Note: You (or your business users) create scenarios, reports, and workflows in the ACC. This manual does not cover these tasks but focuses instead on the configuration aspects of the Scenarios module. For detailed information on creating scenarios, reports, and workflows, please refer to the ATG Personalization Guide for Business Users.
