I am trying to configure Dynatrace user sessions detection to detect real user name of logged in users into our MS Dynamics CRM v. 8 on-prem installed application, this process is called User Tagging in DT,
I need to know in which part of the page DOM / HTML the current user name string is persisted, for instance at the top right of the CRM page I do see my small icon photo and if i click i do see my name in the pop-up menu,
has anybody handled CRM user tagging with DT before and knows how to grab user name?
Thanks,
Davide
Related
In Sitecore 7.5 I have created a test campaign. I have also created a test engagement plan. I set up the campaign to automatically enroll users in the initial state of my engagement plan. Then in my engagement plan I have a condition that checks for the value of a specific profile key. I am doing some local testing with test users and I cannot seem to figure out if there is any way for me to view a user's stored profile key values. Does this exist in Sitecore 7.5?
There is a Experience Profile Application in Sitecore 7.5, it is on the Launch Pad, On the login screen choose User Interface: Launch Pad.
Or use this url to /sitecore/shell/sitecore/Client/Applications/Launch Pad
In the Sitecore Experience Profile you can find contacts and see the profile.
The following blog is about adding custom tab with custom profile keys.
http://www.sitecore.net/learn/blogs/technical-blogs/getting-to-know-sitecore/posts/2014/09/using-custom-contact-data-part-1-experience-profile.aspx you need it if your desired key is not there.
I have a Community Admin role, inherited by
sitecore\Sitecore Client Securing
sitecore\Sitecore Client Users
sitecore\Sitecore Client Publishing
sitecore\Sitecore Client Designing
sitecore\Sitecore Client Authoring
And I want to make quick info section visible to only Community Admins in Sitecore 8.
I tried using the checkbox Quick Info in Application options button in Top left corner of the content editor. This helps, but it is user specific that I can make this option show/hide to a particular user not for all the users who have Community Admin role.
How can I make this Quick Info section visible to all Community Admin users?
There is no user interface for specifying which users / roles can / cannot see Quick Info section. The only setting I am aware of is Sitecore top left (Hamburger) button --> Application options --> Content editor --> Quick info section; that is just a checkbox applied for currently logged user only.
Does custom code works out for you? There was a previous SO question on How to Hide Quick Info Programmatically
You can slightly modify the code from that post in order to check if user is in roles with Sitecore.Context.User.IsInRole method and that would work.
You Can also enable the quick info section by navigating to View -> Standard Fields and check the 'Standard Field' checkbox.See below screenshot.
I have created one custom list and customize it using Info path 2013.I have created data connection using User profile service UserprofileByName.I added one text box in which i want show the current user's display name(e.g. Das, Aditi).The name should populate when user open the form in SharePoint 2013.So I set the default vale of text box as "Value(Name=PreferredName)".
But this is not working.
Please help me to configure out this.
Thanks
You can find good step by step instruction how to achieve this on MSDN (Including User Information section).
One possible reason why your current code does not work could be that you didn't put "Automatically retrieve data when form is opened" in data connection to user profile service. Id you don't put it then you need to add additional rule to FormLoad event to query service.
We are using Sitecore 6.5, and the Email Campaign Manager 1.3.3 rev.130212 is installed.
Currently, when i add a Sitecore user, for example 'UserA' to multiple target audiences, lets say 'TargetAudience_A' and 'TargeAudience_B', after I send out these two target audiences, 'UserA' clicks the link in the email which comes from 'TargetAudience_A', then the link will bring user to the site, user visits several pages, Sitecore Analytics will be able to track 'UserA' VisitPageCount and Value, and creates the corresponding campaign of 'TargetAudience_A' with that data.
When the user opens the email sent from 'TargetAudience_B' and clicks the link, visits the site, NO campaign is created for 'TargetAudience_B' in the database, I can see all the data should use to create a new campaign for 'TargeAudience_B' is used to update campaign of 'TargetAudience_A'.
The whole link in the sent email has been modified by Sitecore, the corresponding campaign id is added, which makes the link looks like this:'httP:xx.domain.com/?ec_camp=xxxx&ec_as=xxxx'.
It seems that Sitecore just adds an Id to the url, but does not create a campaign for the 'TargeAudience_B' with that Id.
I use this sql query to check the visits data:
Select * From Visits join Automations on Visits.CampaignId = Automations.CampaignId
Where Automations.data = '{EmailTemplateId}'
the data column on Automations table is the email template id of the target audience.
Does any one know, how to track one user's activities for multiple campaigns? Is this possible to do? Or is this something which needs to be fixed by Sitecore?
Any help will be much much appreciated.
Thanks
EDIT: Sitecore does create Campaign for each target audience, but does not create Visits record for every one of them; Sitecore associates Campaign with the Visits, Sitecore cannot find\create Visits of 'TargeAudience_B', it finds the Visits of 'TargeAudience_A', for some reason it just updates the Visits record of 'TargetAudience_A'.
This does look right, does Sitecore create just one visit for a visitor a day no matter how many target audience this visitor in?
Neither target audience, the Visitor.ExternalUser or anything other than a fresh Visitor cookie will make DMS re-consider your visitor. So to answer your question, I do believe you are correct in your observation, and that this behavior is by design.
Also keep in mind; if your users click the email you send out from say their iPhone and come visit the site, they will be granted a Visitor ID. Later, when they're back home at their PC and click the same email again, they will get a fresh Visitor ID and will not be recognized by DMS as one and the same Visitor. This too, is by design.
If you want to achieve what I believe you're aiming to achieve, you're going to have to "tag" your Visitors with a key you recognize - like the email address - and then hook into the APIs and "grab" all Visitors that match your tagged email address. Not sure how well this will work with all areas of the DMS.
In my example above; if a user was triggered to enter an Engagement Plan or a State in an Engagement Plan - the "iPhone Visitor" would get attached to it - and any actions undertaken by the same person on his personal PC visitor profile on his desktop PC would not be affecting anything in this state.
Yes, it is a bit confusing - I may even have some slight details of this wrong - the DMS API changes a lot. But as far as I can determine, the above is correct and all by design.
I want to implement a system similar to affilite tracking systems like Skimlinks, Viglink, etc. I searched their customer tracking systems. Found some information about tracking systems. I have also searched Analytics systems like Google Analytics, Piwik, OWA. There is a point I need to be guided.
When a user visits my website, clicks a product link of a shopping website like ebay, amazon, etc. I need to track the payment information of my user at the shopping website.
I achieved tracking user activity, clicks, etc on my web site with using Analytics's tracking methods (JS tracking). But I cannot find a way how Skimlinks or Viglink tracks user activity(succesful payment of users) in the shopping website which user redirected.
(Tracking user activity in the shopping website without using a service from shopping website, without Instant Payment Notification service of PayPay or something else)
I noticed Viglink and Skimlinks redirects user to their server before shopping and adds some additional information (like cookies, URL parameters etc)
Here is an example link to affiliate link of Skimlinks
website : http://www.capoeira-izmir.com/capoeira-kiyafetleri/
link : Street Abada
http://go.redirectingat.com/?id=25227X845172&site=capoeira-izmir.com&xs=1&url=http%3A%2F%2Fwww.ebay.com%2Fitm%2FHELANCA-POLYAMID-CAPOEIRA-PANTS-ABADA-YOGA-FREE-BONFIM-%2F280678232152%3Fpt%3DUS_CSA_MC_Pants%26hash%3Ditem4159b9f058%23ht_2891wt_1163&xguid=94275a6f74c7ce02bf4739e364d8831c&xcreo=0&sref=http%3A%2F%2Fwww.capoeira-izmir.com%2Fcapoeira-kiyafetleri%2F
It redirects user to go.redirectingat.com first, then a redirection is done to ebay.com/...
I also noticed that it adds an attribute to the url of ebay product link : afsrc=1
I guess it is "affiliate source = 1 " or something like that.
Any guidance or documents about this will be great for me.
Thanks in advance!!
I think your question is more about how online advertising works rather than technical.
This is a two parts answer.
1. How a conversion tracking works:
In any advertising platform that tracks conversions (any user action that happens in the advertiser property like, in example, a sale) you need to make a request to the advertising platform to notify this.
This is usually done by placing a "Tracking pixel" in the confirmation page the users see after performing the action, commonly known as the "Thank you page".
So the process goes like:
User goes to a website and sees an ad
User clicks the ad
The user's browser goes to the advertising platform (Adwords, Rightmedia, Appnexus, etc) and a cookie is placed in her browser. In this cookie there's a click ID, containing all the relevant information (website that originated the click, time, IP, campaign, etc) and it is redirected to the advertiser's website
The user lands in the advertiser website and "converts" (buys)
The user is redirected to the Thank you page where a "Tracking pixel" is placed, this makes a request to the advertising platform, which reads the cookies in the user's browser and if there's a match, logs the conversion.
Note: The previous example is a Client Side conversion. The same logic could be done in a Server Side request by the advertiser saving the "click id" in step 4 and sending it to the advertising platform in step 5. This is useful when the conversion occurs offline.
For more information: Adwords Conversion tracking: https://support.google.com/adwords/answer/1722054?hl=en
2. How I assume VigLink works
I noticed that many of the products VigLink tracks are from ClickBank, since this is the one I'm more used to, I will write the answer using this example.
You first need to be aware that VigLink is an "affiliate" of Clickbank. As such, it has a report of every sale made by users they referred. They, as affiliates, also have the chance to pass extra information in each click as a TID parameter. This TID sent as a URL parameter in the click will be shown in the sales report.
When a user clicks on a link to a clickbank product using VigLink. VigLink attaches their affiliate link to this same product and a unique TID. I assume this TID matches an ID in their database containing the information of the VigLink website who referred the click.
If the user buys the product, VigLink will see in their ClickBank report (I assume via the ClickBank API) the product bought and the TID, and so on they will know in which website the sale was originated.
Short answer: VigLink is not tracking user actions in the advertiser's website. They are just matching click IDs between their click tracker and the advertiser's reports.