To track an investor’s Aggressiveness, a business user builds a scenario that can analyze a visitor’s navigation habits and interpret that behavior into degrees of Aggressiveness. For this scenario to work, the Aggressive index
property must be configured with an appropriate numeric value for each fund.
To view this tracking scenario:
In the ATG Control Center, open the Scenarios > Scenarios screen.
Navigate to
QuincyFunds/InvestorTracking/TrackFundsViewed
:
According to this scenario, once a visitor views a fund (which is an item), that visitor’s Aggressiveness index accrues the fund’s index value. The visitor’s profile stores the aggressiveness tally as well as a list of all funds the visitor browses: the third element instructs the system to add the fund’s name to the visitor’s profile.
Here’s the element-level explanation:
This scenario activates when a visitor views an item from the Funds repository. | |
The | |
The name for the viewed fund is added to the visitor’s profile | |
The scenario ends. |
For a discussion of scenarios, see Managing Visitors through Scenarios. For details on scenario elements and building scenarios, see the Creating Scenarios chapter in the ATG Personalization Guide for Business Users.