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ATG Personalization Guide for Business Users
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Introduction
Parts of the ATG Platform
Dynamo Application Framework
ATG Personalization Module
Scenarios Module
ATG Control Center
Additional Products
Starting the ATG Control Center
ATG Control Center Basics
Security Access in the ATG Control Center
Stopping the ATG Control Center
ATG Control Center in Other Documentation
Overview: Creating a Personalized Web Site
Additional Business User Activities
Setting Up Visitor Profiles
Viewing Visitor Profiles
Determining the Profile Type
Editing Profile Values
Adding Visitor Profiles
Deleting Visitor Profiles
A Note about the Profile Repository Window
Using Organizations and Roles
How Organizations and Roles Work
Creating Organizations
Adding a New Organization
Duplicating Organizations
Deleting Organizations
Assigning Users to an Organization
Assigning an Organization to Another Organization
Creating Roles
Global Roles
Organizational Roles
Adding a New Role
Deleting Roles
Assigning a Role
A Note about Displaying Role Inheritance
Using Roles for Access Control
Creating Profile Groups
Viewing Profile Groups
Creating New Profile Groups
Defining Profile Group Members
Deleting a Rule in a Profile Group Definition
Profile Group Definition Samples
Moving or Renaming Profile Groups
Editing Profile Group Descriptions
Deleting Profile Groups
Copying Profile Groups to the Live Site
Setting Up Content Items
Using the Content Repository Editor Window
Adding New Content Items to a Repository
Editing Content Property Values
Filling in Properties with Multiple Values
Deleting Content Items
Creating Content Groups
Viewing Content Groups
Creating New Content Groups
Setting Up Content Group Definitions
Deleting Content Group Definitions
Content Group Definition Samples
Moving or Renaming Content Groups
Editing Content Group Descriptions
Deleting Content Groups
Copying Content Groups to the Live Site
Matching Content with Your Target Audiences
Using the Content Targeters Window
Adding New Content Targeters
Setting Up Targeting Business Rules
Setting Content Conditions
Setting People Conditions
Setting Date and Time Conditions
Setting Environment Conditions
Sorting Targeting Results
Creating and Prioritizing Multiple Rule Sets
Creating Reusable Business Rules (Rule Macros)
Deleting Business Rules
Business Rule Samples
Moving or Renaming Content Targeters
Editing Content Targeter Descriptions
Deleting Content Targeters
Copying Targeters to the Live Site
Tracking Visitor Behavior
Using the Tracking Sensors Window
Adding New Tracking Sensors
Creating Action Statements for Tracking Sensors
Tracking Sensor Properties
Removing Tracking Sensors
Deleting Action Statements
Copying Tracking Sensors to the Live Site
Creating Scenarios
How Are Scenarios Different from Targeters?
Security Access in Scenarios
Creating a Scenario: Basic Steps
Editing or Deleting Scenario Elements
Repeating an Element
Using People Elements in Scenarios
Using Time Elements in Scenarios
Using the Wait Element
Using the On Element
Using the At Element
Using the Between Element
Editing a Time Element
Using Event Elements in Scenarios
A Form is Submitted
An Email is Received
Clicks a Link
Dynamo Shuts Down
Dynamo Starts
Is Referred by External Site
Items Requested
Logs In
Logs Out
Profile Property Updated by Admin
Profile Property Updated by User
Profile Registered by Admin
Profile Updated by Admin
Profile Updated By User
Registers
Session Ends
Session Starts
Switches Site Context
Visits
Views
GSA Repository Cache Invalidation Received
Profile Marker Added
Profile Marker Removed
Profile Marker Replaced
Business Process Stage Reached
Specifying Site Parameters
Using Condition Elements in Scenarios
Using the Today’s Condition
Specifying a Date or Time as a Condition
Profile Marker Conditions
Business Process Stage Conditions
Using Action Elements in Scenarios
Set Variable
Send Notification
Change
Disable Scenario
Redirect Page
Send Email
Add Items to Slot
Remove Items from Slot
Record Event
Record Audit Trail
Add Marker To Profile
Remove All Markers From Profile
Remove Markers From Profile
Add Stage Reached
Remove Stage(s) Reached
Using Fork Elements in Scenarios
Adding Forks to a Scenario
Adding Elements to a Fork
Editing or Deleting a Fork Element
Adding Branches to a Fork
Deleting Branches
Requiring All Fork Branches to Succeed
Allowing Only One Branch to Succeed
Using Otherwise Elements in Scenarios
Adding Custom Elements to Scenarios
Using Slots
Slot Basics
Creating a Scenario to Fill a Slot
Using a Targeter to Define the Content of a Slot
Defining Multisite Content for Slots
Defining a Temporary Slot from an Event Element
Creating a Scenario for an Active Slot
Creating an Element to Remove a Slot
Specifying the End of a Scenario
Recording Scenario Activity
Creating an Audit Trail
Enabling and Disabling Scenarios
Changing an Enabled Scenario
Disabling a Scenario
Organizing and Viewing Scenarios
Creating Templates for Scenarios
Creating a Scenario from a Template
Printing Scenarios
Using Scenarios to Track Visitor Behavior
Tracking Items that a Visitor Displays: Example 1
Tracking Items that a Visitor Displays: Example 2
Tracking Searches
Using the Scenario Values Profile Property
Moving or Renaming Scenarios
Tips for Creating Efficient Scenarios
Working with Targeted E-Mail
Creating a Targeted E-Mail Message
How the ATG System Uses the E-Mail Template
Addressing and Sending the Message
Using a Scenario to Address and Send a Message
Using Other Methods to Address and Send a Message
Configuring the ATG Platform to Send E-Mail Messages
Setting Up a Cold Call E-Mail Campaign
Previewing Your Web Site
Using the Preview with Profile Toolbar Button
Using the Preview Window
Specifying Your Visitor Attributes
Specifying a Date and Time
Selecting the Page You Want to Preview
Performing User Sampling
How User Sampling Works
Performing Short Term User Sampling
Floating or Fixed Randomizing Forks?
Performing Long Term User Sampling
Using Workflows
Accessing Workflow Menu Items
Security Access in Workflows
Viewing Workflows
Creating a Workflow
Using Workflow Elements
Using Start Elements in Workflows
Using Task Elements in Workflows
Using Outcome Elements in Workflows
Using Time Elements in Workflows
Using Condition Elements in Workflows
Using Action Elements in Workflows
Using Go To Elements in Workflows
Using Stop Elements in Workflows
Enabling Workflows
Printing Workflows
Deleting Workflows
Moving or Renaming Workflows
Index
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