7

In Sitecore 9, am I able to assign a Pattern to a Contact?

I think the answer is no. The system uses Patterns Cards to identify matches to Contacts. Additionally, from the Experience Profile, I do not see a way to manually assign a Pattern Card to a specific Contact.

While viewing a specific Contact in the Experience Profile dashboard, I was trying to find a way to assign a Pattern to a specific Contact. My intent is to override a Pattern that the system has assigned to a Contact.

Improve this question
4
  • 1
    You have to login in as the user in code and execute/score the proper profiles cause the pattern card to be assigned. But you can't just write the pattern card to the contact directly. 9.0 or 9.1?
    – Chris Auer
    Jan 28, 2019 at 21:32
  • The specific use case is for a Sitecore 9.0 installation. However, I would be interested in an answer for 7.2, 8.2 and 9.1 as well.
    – Christopher W
    Feb 11, 2019 at 17:22
  • 7.2 did not have pattern cards. 8.2 can only be done in session, so you code would have to log in as the user and score them. In 9.x you can call xConnect directly and do it. Let me think about the code.
    – Chris Auer
    Feb 11, 2019 at 17:58
  • Do do it in 8.2, this is the code. You get a profile card, add a values to it, score it and update the pattern card. But you will have to log into the website as them and do this in the Sitecore session. github.com/buildabonfire/Bonfire-Company-Personalization/blob/…
    – Chris Auer
    Feb 11, 2019 at 18:01

2 Answers 2

Reset to default
1

The answer is mainly no, not offline.

Pattern cards are only assigned by scoring profiles in a real web session. So if you want to write code to log every single user in via a web request. Assign profile values that will trigger a certain pattern card and then score the profile, yes.

But directly adding pattern cards to contacts, no.

Improve this answer
0

I'm not sure exactly what is your question, but if you are searching for a way to classify the contacts you can look at the personas here https://doc.sitecore.com/users/91/sitecore-experience-platform/en/create-a-profile-key-or-persona.html

Improve this answer
2
  • 1
    While viewing a specific Contact in the Experience Profile dashboard, I was trying to find a way to assign a Pattern to a specific Contact. My intent is to manually override a Pattern that the system has assigned to a Contact.
    – Christopher W
    Jan 30, 2019 at 16:41
  • 2
    I'm sorry to tell you that experience profile is read only at the moment, But you can develop a small extension to sitecore to update the contact facets in xconnect, that can be easily done.
    – Mohamed Ahmed
    Feb 2, 2019 at 6:08

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge that you have read and understand our privacy policy and code of conduct.

Not the answer you're looking for? Browse other questions tagged or ask your own question.