Create an Explore mode preset

Current version: 10.3

The first time you open a website in Explore mode there is a single preset called Anonymous. Creating presets is normally part of your overall Experience Marketing profiling strategy. Before you start to analyze your website in Explore mode, you must create your own set of presets.

This topic describes how to:

Create a preset

To create your own set of presets:

  1. In the Content Editor, in the content tree, navigate to the /sitecore/system/Marketing Control Panel/Experience Explorer/Presets node.

    You should only see one default preset called Anonymous.

    The Presets node in the Content Editor

  2. In the ribbon, on the Home tab, click Insert from template, and then navigate to /sitecore/templates/System/Experience Explorer/Preset Persona and give the preset a name - Cecile.

    Note

    You can create two types of item: Preset – Persona or Preset. The Preset - Persona item contains more fields that you can use to describe your preset than the Preset item.

    A preset - persona item

  3. Enter a name and any other relevant details.

    You should enter enough information to create an accurate portrayal of your preset. The most important fields to include are:

    Field name

    Description

    Name

    Name of the preset. For example, Cecile.

    Details

    Type of business visitor. For example, Executive.

    Image

    Attach a suitable image to represent your preset.

    Description

    Provide a detailed description of the type of business visitor this preset represents. For example, Cecile is a company CEO looking for first class travel and a high standard of business accommodation.

    You can leave the other fields empty for now.

    The Cecilia item

  4. Create the other presets that you have prepared as part of your profiling strategy.

  5. Save your changes.

Configure a preset

After you create a preset, you can associate it with some specific Experience Marketing functionality.

To configure a preset:

  1. In the Content Editor, navigate to the /sitecore/system/Marketing Control Panel/Experience Explorer/Presets node and select the preset that you want to configure.

  2. In the Advanced section, you can see the profiles, goals, and campaigns associated with this preset.

    The Advanced section on a preset item

  3. Click on Profiles, Goals, or Attributes to edit any of these values.

    For example, click Profiles and then click Edit to view or edit the profile card values assigned to the Cecile preset.

    The Select Profile Card dialog box

  4. Click Customize to change these values.

  5. Click OK to save your changes.

View a preset in Explore mode

You can see how your website looks to a visitor with a profile that matches the profile of your preset by applying the preset to your site in Explore mode.

  1. To open the website in Explore mode, in the Experience Editor ribbon, click Explore.

  2. In the Settings panel, click the Experience section.

    The available presets are displayed in the Preset carousel.

  3. Select a preset and then click Apply.

    A website preview in Explore mode

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