To track a visitor’s investment aggressiveness, a business user builds a scenario that can analyze a visitor’s navigation habits and interpret that behavior as different levels 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.
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 Personalization Guide for Business Users.