Assigning a Pattern based on a Profile added to a Goal

Question

On a goal, you can assign a profile card like you would do on any other items on the content tree.

I though this would assign the Pattern related to this Profile card when the goal is triggered but it does not seem to work.

I tried both on the published page and in the Explore mode by selecting the goal manually, but in both cases the pattern was not assigned to my user.

Is that even possible, and if so what am I missing?

Answer 1

You can do it programmatically. Below is the steps to be able to implement this easily.

1. Trigger a goal programmatically.

2. Since you have the goal id, you can get the goal item and then read the tracking field.

Here is a snippet on how to read the Tracking Field

TrackingField trackingField;

ProfileUtil.GetProfiles(item, out trackingField);

3. Once you have the profile card, you can set the pattern card on the user.

Below is a code snippet on how to assign the pattern card to a user:

public static void BoostUserPattern(Session session, Item patternCard, Profile profile)
{
    if (patternCard != null && !patternCard.Name.Equals(profile.PatternLabel))
    {
        Sitecore.Data.Fields.XmlField xmlData = patternCard.Fields["Pattern"];
        XmlDocument xmlDoc = xmlData.Xml;

        XmlNodeList parentNode = xmlDoc.GetElementsByTagName("key");
        var scores = new Dictionary<string, float>();

        foreach (XmlNode childrenNode in parentNode)
        {
            if (childrenNode.Attributes != null)
            {
                scores.Add(childrenNode.Attributes["name"].Value, 0);
            }
        }

        // Set a score value here
        scores[patternCard.Name] = 5;

        profile.Score(scores);

        profile.PatternId = patternCard.ID.ToGuid();
        profile.PatternLabel = patternCard.Name;

        UpdateBehaviorProfile(session);
    }
}

private static void UpdateBehaviorProfile(Session session)
{
    var profileConverterBase = BehaviorProfileConverterBase.Create();

    if (session?.Contact == null || Tracker.Current.Interaction == null)
    {
        return;
    }

    session.Contact.BehaviorProfiles.RemoveAll();

    foreach (var profileName in session.Interaction.Profiles.GetProfileNames())
    {
        var profile = session.Interaction.Profiles[profileName];

        if (!IgnoreInteractionProfile(profile))
        {
            var matchedBehaviorProfile = profileConverterBase.Convert(profile);

            session.Contact.BehaviorProfiles.Add(matchedBehaviorProfile.Id, matchedBehaviorProfile);
        }
    }
}

More information can be found here: Programmatically Trigger a Pattern Card/Profile Card in a selected content in Sitecore