The Explore mode settings

Abstract

A description of the settings that are available in Explore mode.

In Explore mode, the Settings panel is on the left side of the webpage.

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The header displays the type of visit that you have selected for the visitor experience:

  • Journey mode – the preset values are the starting point for your visit. As you travel through the website, you accumulate engagement value points and you can monitor any changes that are made to the site, for example, through personalization.

  • Fixed mode – the preset values are permanent and will not change as you travel through the website. If you visit a page that contains personalization, you see the page change but all the changes are cleared when you move on to another page. You do not accumulate any engagement points during a Fixed visit.

Note

When you are in Explore mode, the Experience Editor ribbon is disabled. To leave Explore mode and enable the Experience Editor ribbon, in the Settings panel, click Experience Editor.

The following table describes the options that are available in the Settings panel.

Note

The Explore mode options described in this table can vary depending on how you have implemented your website. For example, when you install Sitecore, the only presets that are available are Default and Anonymous.

Section

Setting

Options

Description

Experience

Preset

  • Default

  • Anonymous

  • The presets you create

Select the preset that you want to use as you travel through the website.

Each preset consists of a persona and some other settings that enable you to experience the website from the perspective of different types of visitors.

Onsite Behavior

Profiles

The profile keys that you created for the website.

For example:

  • Visit Profile

  • Business

  • Couples

  • Duration

  • Family

  • Repeat visits

  • Tourism

You can add values to the existing profile keys for this visit.

Note

You must create and configure profile values for each profile in the Marketing Control Panel.

Goals

A list of goals, for example:

  • Registration form completed

  • Frequent flyer form completed

  • Facebook clicked

Select the goals that you would like to trigger during the visit.

Page Events

A list of page events, for example:

  • Campaign

  • Download

  • Print

  • RSS

Select the page events that you would like to trigger during the visit.

Visitor Information

Device

A list of devices:

  • Default

  • Print

  • Feed

  • Mobile

  • Tablet

Select the device that you want to use for the visit.

The layout of the website changes depending on the specific device you use. For example, to experience the website from the perspective of a mobile visitor, you can select a Mobile device.

GEOIP

Map

Enter the GEOIP information that you want to use for this visit and click Apply. This information can be used for a MaxMind lookup.

Click on the map to specify your location for the visit or enter the appropriate latitude and longitude.

Country

Select the country that you want to use for the visit.

IP

Enter an IP address that you want to use for the visit.

Important

If you select more than one option, they could be in conflict. The Viewer panel therefore only displays the last option that you selected before you clicked Apply.

Referral Information

Campaigns

A list of campaigns, for example:

  • Frequent flyer promotion campaign

  • Home for Holidays campaign

Search for or select the campaign that you would like to trigger during the visit.

Referral

Referral requests field.

Enter the URL of a website that links to your site. Alternatively, you can enter a keyword from a search engine such as Google or Bing.

Note

If you want to change the order of the sections in the Settings panel or in the Viewer panel, you should contact a developer or administrator. You can also use role-based permissions to hide or show specific sections in the panels. For example, you can create a dedicated Explore mode Marketer role that only has access to Geo IP and Campaigns.