Differentiate Types of Contacts

In Sitecore, a contact is a person who uses one or more devices to interact with your organization. 

Specifically, there are three types of contacts:

ØAnonymous – A person who has not identified themselves by supplying information such as an email address or user name.

ØIdentified contact – A contact that has supplied an email/username.

ØKnown (identified) contact – A contact that we know based on identification and authorization using other systems, e.g. logging in or getting data from your customer systems.

All of the information gathered about contact with Sitecore is stored in a contact card.

ØThe contact card is used as a container to store information about the behavior of customers and potential customers.

ØThe information on the contact card includes the devices that contacts use and their online interactions, including social network activity, email campaigns, and website visits.

ØContact cards are important because the information he collects about a contact in the contact card can be organized into lists in the List Manager. We can access the List Manager from the Sitecore Experience Platform Launchpad.

Experience Profile

ØThe Experience Profile consists of a timeline and multiple tabs that display a summary of key experience analytics data for individual contacts. 

1. The Overview tab contains the Latest events panel, which is where you can see all of the recent interactions that a customer has had with your site.

2. The Activity tab goes into detail about information such as the visits, channels, and goals that a visitor has completed. 

3. The Profiling tab contains all of the information gathered about the contact such as gender, age, and interests.

4. The Details tab contains all of the personal information about the contact such as name, birthday, and contact information.

5. The Latest Visit panel contains a link to the Visit Detail report, which displays detailed information about the contact’s latest visit.

Interactions 

An interaction is a way in which a person communicates or engages with an organization. More specifically, interaction is usually a two-way exchange of communication that takes place via a specific media or channel such as:

ØA visit to a campaign landing page.

ØA visit to your website that originated from a link on a social media site.

ØClicking Like on a social media campaign page.

Analyze Activity of a Contact

ØWe can get a quick overview of the activity and experience of contact or visitor to his website by analyzing the activity in the Experience Profile Timeline of a contact.

ØAs already mentioned, the Latest events section displays a selection of events that the contact has recently triggered on the website.

ØWe can use to analyze contact activity in the Best pattern matches section. This area presents an instant snapshot of the preferences and interests of the contact based on profile values and pattern matches collected during a visit.

ØEach pattern card contains a predefined set of profile values so that as a contact browses the website, they can be matched to different pattern cards, depending on the content they have viewed.

ØFinally, the Recent campaigns section displays the most recent campaigns that the contact has signed up for.