Create personalized experiences without needing help from a developer
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The Codeless Schema Extensions module is available for XP 10.2 onwards, and you need to install it using the relevant installation guide, available here.
The Codeless Schema Extensions module allows you to store custom key-value data as a contact facet in the xDB without having to deploy new schemas. Previously, you needed a developer to make schema changes to the xDB or use code to create new personalization or segmentation rules.
With Codeless Schema Extensions, you use a Sitecore form to define the information that you want to capture, and when the form is saved, it’s stored as a new facet. You can then use the new facet for personalization, segmentation, marketing automation, and analytics.
Codeless Schema Extensions introduces a new approach to storing contact information, but it does not affect any of the existing contact facets or personalization rules, it runs in parallel.
Decide which information to collect: Contact Areas and Keys
After you have installed the Codeless Schema Extensions module, you need to decide what information about a contact you want to collect, to enable personalization. For example, you might want to store certain information about a contact’s Frequent Flier account and use that information to offer promotions. Codeless Schema Extensions creates a new Facet, based on the information you supply in a new form.
The name of your new form is stored as the Contact Area in the facet. Contact Areas are the groups of information, e.g. Frequent Flyer Account.
The fields within your new form are stored as Keys in the new facet. For example, the Keys for a Contact Area called Frequent Flier Account could be Account Number, Status Tier, and Points.
Keys can be the following types of data:
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Dates
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Numbers
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Text/Strings
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Boolean - True/False
Create a new facet
To create a new facet using Codeless Schema Extensions:
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Give your form the name you’d like to use as the Contact Area, that is, the type of information you want to capture about a contact. For example: Frequent Flier Account.
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Create a field for each piece of information you want to capture about the Contact Area. For example: Account Number, Status Tier, and Points.
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Add the Save Contact Areas submit action to your form.
NoteThis submit action is only available if you have installed the Codeless Schema Extensions module.
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Click the Save Contact Areas button.
You can now use the new facet to create personalization and segmentation rules.
Personalization and Segmentation rules
Codeless Schema Extensions has a series of rules that you can apply to the data that you have stored. The rules available for personalization are:
For segmentation, which is used in List Manager, Marketing Automation Plans, Experience Analytics Segment Filters, and Path Analyzer, the following rule is available:
