Robert

How To Add and Test Sitecore Goals

This article is part of my HOW TO series, aimed to demystify certain parts of the Sitecore ecosystem and make it easy for the community to understand.

Using Sitecore Goals is one of the most fundamental and valuable parts of the Sitecore offering and it is something that everyone working with Sitecore XP show know, even client-side admins.

While it might sound daunting to use, there is a very simple 4-Step process involved in Creating, Adding, and Testing the Sitecore Goals that you use on your website.

Step 1. Create a Goal

  • Go to the Marketing Control Panel from your Sitecore Launchpad dashboard.
  • Navigate to the Goals folder and click on it to select it.
  • Right-click the folder and choose Insert to add a Goal.
  • It is normally best practice to have different folders underneath Goals to help you categorize and manage your Goals, especially if you intend on having many of them in the future.
  • Similarly with the naming convention, it is usually best practice to name the Goals in a consistent way (e.g. Page View_Home and Page View_Products) so they are easy to find when you need to select a Goal from the Goals pop-up (which lays out Goals alphabetically).
  • Now you need to Deploy the Goal, which can be done from the REVIEW tab.

Step 2. Add the Goal to a Page or Item

  • Go to Content Editor and find the Page or Item you want to add the Goal to
  • Add the Goal
    • Page View – To add a Page View Goal to a Page, visit the ANALYZE tab and choose the Goals option. A pop-up box will appear with all the Goals available to toggle. You may choose more than one Goal to toggle.
    • Component – If you want to add a Goal to a certain Component this should be accessible from a dropdown menu that has been linked to that Component during development. If it is not there, reach out to your developer.
  • Click Publish

Step 3. Trigger the Goals

  • Now, you need to trigger the Goals to test them and see that they’re working as expected. Visit the Page or Click the buttons connected to the Goals to trigger them in your environment.

Step 4. Check the Goals in Experience Analytics

  • To make sure that your Goals are being picked-up as expected, go to Experience Analytics and select the Conversions tab.
  • In the Conversions section, there will be Goals sub menu.
  • Click into this section and you will see a dashboard with the Conversions, Visits, Conversion Rate etc. for each of your Goals. Manage the date range from the date picker at the top of the table.

Posted by Robert in How To Guides
SUG UK May meet-up

SUG UK May meet-up

Our very own Christine Bookless represented Sagittarius at this evening’s Sitecore User Group UK with other excellent talks from Timothy Marsh and Daniela Militaru 👏💡

It was another bumper session:

Becoming a Sitecore Scientist – How Personalise can scale your programme of digital experimentation

Christine Bookless – Lead Sitecore Optimisation Consultant at Sagittarius

Sitecore Personalise delivers advanced digital experimentation at scale. In this session we will explore what it takes to progress your testing maturity, from building a culture of experimentation through to applying full-stack interactive experiments across the customer experience.

The versatility of Sitecore Content Hub

Timothy Marsh – Solution Architect II at EPAM Systems

Sitecore Content Hub is a fantastic product that is extremely versatile for customers. However customers, partners and developers only think of this as DAM. It’s so much more than this and Tim is going to give you a deep dive on all of the areas that make up Content Hub. Building upon this to talk through future possibilities and a demo of what could be possible.

A brief technical look into the magic of Sitecore Content Search

Daniela Militaru – Senior Sales Engineer at Sitecore

This session will look into the Customer Engagement Console (CEC) of Sitecore Search using a real example; will briefly show how to setup Web Crawlers, Extractors, use of the API Explorer and Event Monitor, to understand the search result and monitor the experience of end users on a page.

Posted by Robert in Sitecore Events & Announcements

An Introduction to Sitecore Learning with Christine Bookless and Robert McGovern

Me and my fellow Sitecore Optimisation Consultancy (SOC) colleague, Christine Bookless, put together a helpful breakdown of the Sitecore Learning platform for the Remarkable Group in order to make everyone aware of the resources that are available and encourage more people to get stuck in and start learning more about Sitecore tools and how they are implemented.

Posted by Robert in Sitecore Tools, Speaking
Content modelling on Sitecore Content Hub ONE: best practices for brands

Content modelling on Sitecore Content Hub ONE: best practices for brands

I wrote this article for the Sagittarius blog.

Managing and distributing digital content is one of the organisations’ most prominent challenges. Whether it’s across websites, emails, apps, point of sale, voice assistants, kiosks, wearables – the list goes on – the amount of channels that brands need to create and manage content for seems to be growing all the time.

With 70% of users accessing digital content across multiple devices, consistent and personalised content really matters.

Sitecore Content Hub ONE is a headless SaaS CMS that lets users manage content across multiple channels seamlessly. One of its core strengths is the flexibility it allows organisations to create scalable and reusable content no matter where it needs to be seen.

Read the full article on the Sagittarius blog.

Posted by Robert in Sitecore Tools
The Three Pillars of Sitecore Content Hub ONE

The Three Pillars of Sitecore Content Hub ONE

I wrote this article for the Sagittarius blog.

Content, content, content. Everywhere you look organisations are talking about content. How to create it. And how to get it in front of the people who matter.

Whether it’s on websites, emails, apps, point of sale, voice assistants, kiosks, you name it, we are swimming in the stuff.

But it’s never been harder to manage. 

Getting your content to where it needs to be is one of the primary challenges of organisations today, especially considering the amount of different channels that are in play.

There are a whole bunch of tools out there that let marketers manage their content, but it’s all a bit of a minefield.

Content Hub ONE is a new tool from Sitecore, announced at Sitecore Symposium last October, that aims to make managing content a whole lot easier and give organisations more options with how to manage the content that they have.

Read the full article on the Sagittarius blog.

Posted by Robert in Sitecore Tools
First SUG UK event of the year

First SUG UK event of the year

There were three fantastic sessions at this evening’s SUGUK meetup from Sumith Damodaran (Sitecore), James Darrall (Avanade), and Sarah O’Reilly (Sitecore). I have to say, I really enjoyed it.

This was the first SUG UK event of the year of what looks to be a packed schedule. Always great to catch up with the Sitecore community in London. I’m already looking forward to the next one!

  • Unwrapping the new Engagement Cloud JS SDK – Sumith Damodaran
  • Lessons Learned and Experience Gained Implementing Content Hub at Scale – James Darrall
  • Leverage Sitecore Connect for Sitecore CDP – Sarah O’Reilly
Posted by Robert in Sitecore Events & Announcements