SBOS Accelerators

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10/31/2013 5:20:17 AM
4/17/2015 1:39:23 PM
Source: BitBucket
Provider: Sitecore Support

About

SBOS Accelerators

Brief

SBOS Accelerators is a set of enhancements for Sitecore DMS consisting of five accelerators that solve some of the most typical needs that marketers have.

Accelerators:

  1. Personalization Tracker
  2. Actual Conversions Report
  3. Historical Conditional Renderings
  4. Campaign Tracking on Aliases
  5. Measurement Types for MV Testing
  6. Relevant Content Detect

Compatibility

  • SBOS Accelerators 1.2 supports Sitecore 6.6, 7.0 and 7.1
  • SBOS Accelerators 2.0 supports only Sitecore 7.2 (SPEAK version of Personalization Tracker)
  • Relevant Content Detection 1.0 supports Sitecore 6.6, 7.0, 7.1 and 7.2

Sitecore 7.5+ is not supported

SBOS Accelerators module does not support Sitecore 7.5+ as the analytics API changed drastically and SBOS needs complete reimplementation from the scratch. It will not happen in the nearest future.

Source code

The source code is available here:
https://bitbucket.org/sitecoresupport/sbos-accelerators

1. SBOS Accelerator:Personalization Tracker (PT)

Personalization Tracker allows a Marketer to get an insight of views and clicks of a personalized spot, this can also be seen in relation to contributed Engagement Value or by selecting a specific goal. It comes with a dedicated application that provides information of different personalized spots per page. For instance:

  • How many times a spot has been shown?
  • How many times a user has clicked the spot?
  • What Engagement value the spot has contributed per view/per click?
  • What specific goals (selected by user) the spot has contributed per view/per click.

Note in combination with this module we recommend to test personalized pages with non-personalized pages, to understand if the personalized spots are more effective than the default.

Note for Version 2.0 you may want to disable Sitecore.SbosAccelerators.Mvc.config file if you are not using Sitecore MVC in your solution.

2. SBOS Accelerator:Actual Conversions Report (ACR)

Actual Conversions Report shows detailed info about all tests (A/B or Multivariate) in the specific Sitecore instance. The report is accessible in Engagement Analytics application within the Test Lab folder or by selecting the test definition item in Marketing Center application and open the report from the ribbon.

Besides showing Engagement Value contributed by each test variant, Actual Conversions Report gives insights to which specific goals were triggered for the different test variants;this could be used to compare which goals were triggered for each test variant.

Note we recommend to always compare this to Engagement Value contributed.

The provided report allows a Marketer to see:

  • Number of experiments for each test per browser and per device;
  • Engagement Value contributed per each variant in the test, grouped by component or by combination;
  • Number of visits for each variant of the test.

Note the report does not support Random or Round-robin strategies.

3. SBOS Accelerator:Historical Conditional Renderings (HCR)

The Historical Conditional Renderings module provides the ability to use personalization based on historical data. It expands the standard set of the conditional renderings and includes several personalization rules that are stored into the Historical section.

4. SBOS Accelerator:Campaign Tracking on Aliases (CTA)

Campaign Tracking on Aliases allows a Marketer to assign Campaigns, Goals and Page Events onto Alias items so that they will be tracked when the appropriate alias is requested by a visitor.

5. SBOS Accelerator:Measurement Types for MV Testing (MTMVT)

Measurement Types for MV Testing module extends default Sitecore CMS dialog for setting up multivariate/split testing. It allows a Marketer to select one of three available measurement types:

  • Engagement value (default;is used by default Sitecore DMS without this module);
  • Specific goal conversions (the selected goal is used to measure conversions);
  • Click-through rate (allows a Marketer to measure CTR of the components).

After the test has been running for a while and some data has been collected by Sitecore DMS, a Marketer can view the measured results in reports provided by Actual Conversions Report module. The report is accessible from either Page Editor or Content Editor.

6. SBOS Accelerator:Relevant Content Detection (RCD)

Relevant Content Detection allows to move profile-based personalization from content item's presentation (via profile card rules) to the data source items for reuse and centralization.

Find details in the attached Relevant Content Detection.pdf file.

Documentation

Documentation
  • Documentation > Sitecore CMS 7 Support
    Sitecore CMS 7 Support

    SBOS Accelerators 1.1:

    Current release of SBOS Accelerators is dependent on the older version of HtmlAgilityPack library. To make SBOS Accelerators run on Sitecore CMS 7, please add the following assembly binding redirect to your Web.config:


    <dependentAssembly>

      <assemblyIdentity name="HtmlAgilityPack" publicKeyToken="bd319b19eaf3b43a" />

      <bindingRedirect oldVersion="0.0.0.0-1.4.0.0" newVersion="1.4.6.0" />

    </dependentAssembly>



    SBOS Accelerators 1.2 and 2.0: 

    There’s no need in any modifications of Web.config, as the module uses all external dependencies as built-in resources. If you are upgrading from SBOS Accelerators 1.1, you can remove the aforementioned binding redirection section from your Web.config.


    0
  • Documentation > User Guide
    User Guide
    SBOS Accelerator: Personalization Tracker

    To use the Personalization Tracker module, you need to perform the following steps:


    1. Install the provided package using Sitecore Installation Wizard from the Sitecore Desktop and restart your Sitecore Client.

    2. Open any page you want to track personalization for in a Page Editor and open component's personalization dialog. Check the 'Enable personalization tracking' checkbox and close the dialog by clicking the 'OK' button:

      Personalization dialog

    3. Save the page and perform publishing of the site (in Smart or Republish modes) and open the page you've edited. If publishing of the whole site is not possible, ensure that you publish all children of ‘/sitecore/system/Settings/Analytics/Page Events/Personalization Tracker’ node.Check that all links on the customized content spot are rendered using sc_trk parameter:

      Link with parameter

    4. When your customized page was visited a couple of times, you can track the personalization using 'Personalization Tracker' application available from the Sitecore Menu:

      Personalization Tracker application



    SBOS Accelerators 2.0 only:

    There's also a SPEAK UI application for Personalization Tracker available at the Launch Pad:








    Important! You may want to disable Sitecore.SbosAccelerators.Mvc.config file if you are not using Sitecore MVC in your solution.


    SBOS Accelerator: Actual Conversions Report


    To use the Actual Conversions Report, you need to perform the following steps:

    1. Install the provided package using Sitecore Installation Wizard from the Sitecore Desktop and restart your Sitecore Client.
    2. Set up a test and collect data (if you don’t already have one or more tests and data).
    3. To access the main report, you can use either the Engagement Analytics application and open the ‘Latest Tests’ report under ‘Test Lab’ node, or locate your test in the content tree and click the ‘Reports’ button in the ‘Behavior’ chunk of ‘Analyze’ ribbon tab:

      Reports button location

      Latest Tests report

    4. You can click the name of the test in the main report to get the detailed statistics for it. You can view the details grouped by separate components or by combination of components:

      Test Details

      Test details by component

    5. Also a detailed statistics for each variant and combination is available after clicking on them in Test Detail report:

      Combination Details

      Variant Details



    SBOS Accelerator: Campaign Tracking on Aliases


    With this accelerator you can assign Campaigns, Goals and Page Events onto Alias items and they will be tracked when the appropriate alias is requested by visitor.


    Campaign, Goal and Page Event on TestAlias item



    Visit report after requesting page by alias



    SBOS Accelerator: Historical Conditional Renderings


    The Historical Conditional Renderings module provides the ability to use personalization based on historical data.

    It expands the standard set of the conditional renderings and includes the following personalization rules that are stored into the Historical section:


    To assign and edit these conditions you can use one the following ways: 

    1. Creating a personalization rule in the Page Editor.
    2. Personalization in the Content Editor.

    For more information about this please refer to the following document on SDN portal: Marketing Operations Cookbook (Chapters: 6.2, 6.4).



    SBOS Accelerator: Measurement Types for MV Testing


    Measurement Types for MV Testing module extends default Sitecore CMS dialog for setting up multivariate/split testing. It allows one to select one of three available measurement types:
    — Engagement value (default measurement type which is used by default Sitecore DMS);
    — Specific goal conversions (allows marketer to measure only conversions of the selected goal);
    — Click-through rate (allows marketer to measure CTR of the components).

    After the test has been running for a while and some data has been collected by Sitecore DMS, the marketer can view the measured results in reports provided by Actual Conversions Report module. He/she can open the report from either Page Editor or Content Editor and inspect measured data per test.

    To use the module, please perform the following:

    1. Open the MV testing dialog as usual. Select the required measurement type from the drop-down list in the top of the window. Please note that measurement type is set on the page level, thus it is the same for all tested components on this page. By default ‘Engagement value’ measurement type is used:
    2. If ‘Click-through rate’ measurement type is used, it is required to publish the newly created page events after setting up the test — e.g. by publishing the whole site in Incremental or Smart mode.
    3. You can view results of the test in reports available from either Page Editor or Content Editor:
      — From Page Editor: click the ‘Show Report’ button in the ‘Actions’ chunk of ‘Testing’ tab.
      — From Content Editor: either go to ‘/sitecore/system/Marketing Center/Test Lab’ item and click the ‘Reports’ button on the ‘Behavior’ chunk of the ‘Analyze’ tab to view report for all currently running or stopped tests; or go to specific test item under the aforementioned ‘Test Lab’ item and click the ‘Reports’ button to view the test-specific report.
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Release notes
October 9, 2014
Relevant Content Detection 1.0 rev. 141009 is released.
New feature called Relevant Content Detection was released as a separate package, independent from main SBOS Accelerators package. It supports Sitecore 6.5 - 7.2 only.

April 22, 2014
SBOS Accelerators 2.0 rev. 140422 is released.
The package contains a new SPEAK UI application for Personalization Tracker and compatible with Sitecore 7.2 only (initial revision and up), as well as bug fixes and improvements for previously released products.


March 24, 2014
SBOS Accelerators 1.2 rev. 140324 is released.
The package contains three new modules — Campaign Tracking on Aliases, Historical Conditional Renderings and Measurement Types for MV Testing, as well as bug fixes and improvements for previously released products.


November 15, 2013
SBOS Accelerators 1.1 rev. 131115 is released.
The package contains a new module — Actual Conversions Report — as well as bug fixes for Personalization Tracker, resolving a number of issues related to incorrect work in multilingual solutions.


November 08, 2013
SBOS Accelerators 1.0 rev. 131108 is released.
The package contains new release of Personalization Tracker module, which now support Sitecore CMS 6.5.


October 31, 2013
SBOS Accelerators 1.0 rev. 131031 is released
The package contains Personalization Tracker module.
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