“To Inspire and Engage”

PASUG’s mission is to foster a community of Sitecore enthusiasts in the Greater Philadelphia Region. PASUG is focused on Sitecore developers, architects, administrators, designers, business users, marketers and managers. Our goal is to provide value to all members, regardless of their role or level of experience with Sitecore. PASUG provides an open environment for our members to share their experiences, ask questions and network; unburdened by SPAM. Like Sitecore itself, we strive to Inspire and Engage our members so that the community can grow and be better equipped to utilize Sitecore as a platform to its fullest potential.

PASUG Mission Statement

Sitecore from a Content Manager’s

PerspectiveDebra Loggia, NorthPoint Digital

Customizing Web Forms for Marketers

David Peterson, ISite Design

What We’ll Cover

• Architectural Overview• Validation

• Save Actions

At a Glance

• Strengths– Flexibility for Marketers– Time to deployment– Built-in Analytics support

• Limitations– Front-End/CSS– Some aspects difficult to extend

Presentation

Form Rendering

Form Template

Form Class Structure

Control Structure

• Control structure matches Form structure in content.

• Each control responsible for its output.– HTML formatting– Naming conventions

Extending WFFM Classes

• Sections– Internal class

• Form Top-Level Controls– Protected internal setter for item context– Includes intro, footer, submit button

Form Data Processing

Validation

• Field Validation– Scope: Single Form Field– Evaluated: First– Returns: True/False

• Form Verification Actions– Scope: All Form Fields– Evaluated: Last– Throw Exception on Failure

Extending Field Validators• Cross-Field Validation viaSitecore.Form.Core.Utility.WebUtil

Technical Considerations

• Advantages:– Expands scope to all form fields.– Evaluated first with other field

validators.

• Disadvantages:– Programmatically ties field validator to

another field.– Content Editors can add/remove fields

from forms.

Validator Item

Validation Wire-Up

Form Verification Actions

• Define your own via BaseCheckAction.– Access to all form fields

Form Verification Actions

• Raise validation failure by throwing an Exception

Save Actions

• Custom Save Actions via ISaveAction

Q&A

• Twitter: @PetersonDave• Blog: http://petersondave.wordpress.com

• ISITE Design: http://isitedesign.com• Built With Sitecore:

http://www.isitedesign.com/sitecore

Extending DMS to Include non-Sitecore Data

Jamie Stump, Perficient Inc.

B2B E-Commerce Site Integrated with Sitecore1 Million Unique Applications of ProductsSite Requires Paid Login to Access / SEO of No Concern

Products Stored in Proprietary Homegrown Database and Served to Website via Homegrown Web Services

Single Sitecore Page Item Serves All Products via Querystring Parameter

Custom DMS Integration Case Study

Client wants to use DMS capabilities to full extent; including Analytics & Contextual Reports, Personalization (by Persona), Multivariate Testing

Need to be able to track Site Visitor information on a per-product basis even though there’s a singular Product Page Item

Implicit Personalization for Visitors to be done across multiple visits

Challenges

Products / Companies

DB

Sitecore Analytics

DB (Personas)

New Products / Persona Scores DB

Single Products Page (w/ Querystring to Identify Individual

Product)

Get Product DataDisplay on Page via Web Service

Get Persona Scores for Displayed Product

Using DMS API – Write Individual Product / Score Info to Analytics DB

Product ID Foreign Key

Persona GUIDForeign Key

External Data Integration Solution

Connect Users with Particular Visitor RecordEnsures Greatest Data AccuracyReduces DB Load

Created Customized ReportsProfile-Centric Across VisitorsProduct-Centric Across Visitors

Custom Conditions Allowing Personalization over Timespan (Cross-Visit)Rolling and Set Time Periods

DMS Customization Solutions

Sitecore Visits can be finicky – don’t always end when you expect them to

Adjusting Visitor may cause Sitecore to think viewer is a Robot – may decrease session timeout to 1 minute

Stimulsoft Web Report Designer that ships with Sitecore has some bugs – Customization of Reports is better done with Stimulsoft Reports .NET

Does carry additional cost

API Properties can behave un-intuitivelyExample: VisitsRow.Profiles returns Profiles for Visitor not just for current Visit.

Lessons Learned

• Twitter: @jstump29

• Email: Jamie.Stump@Perficient.com

• Blog: http://blogs.perficient.com/microsoft/author/jstump/

• http://www.Perficient.com

For Further Information

Questions?

08.08.13 7

Q & A Session