Understanding Adaptive Experience Using User Segmentation(AKA User Context)

Bhakthi LiyanageSharePoint Saturday New Jersey20 September 2014

What is Adaptive Experience? Adaptive User Experience can be defined as tailoring the

user experience in order to better match the interests of the end user. This can have a great effect on user experience and the behavior.

What is User Segmentation? User segmentation is the strategy of identifying and

grouping of targeted set of users based on certain user properties.

Users can be identified and grouped based on properties like geography(region, country, states) or demography(age, gender, etc).

Segmentation can be of any type based on the criteria such as referral links or browser type.

Introduction

Advantages Gives marketers the advantage of identifying niche

populations to effectively sell a product, idea or message

Some use cases Displaying different news articles on a page based on

region/country Display different advertisements targeting user’s age

group. Promote search results based on user preferences.

Introduction

Query Rules Helps Search service application administrators, site

collection administrators, and site owners configure search to respond to the intent of users.

There are two main things to consider: Conditions : The conditions specify when the rule will be applied Action : The actions specify what to do when the rule is matched

Managed metadata Hierarchical collection of centrally managed terms that

you can define, and then use as attributes for items in SharePoint Server 2013. Term : A term is a word or a phrase that can be associated with an

item. Term set : A collection of related terms

Some definitions

Australia Query Rule

USA Query Rule

High Level Architecture of User SegmentationThe attempt is to match the value of the chosen attribute of the user to the value of the Term defined as a ‘User Segment’ which is connected to a Query Rule. The Query Rule will get executed if the condition is met.

Country:Australia

Country:USA

Custom WebPart

1. User makes a request to SharePoint 2013 page2. Custom Content by Search web part determines the user segment, location in

this case, by inquiring the user profile of the current user.3. Web part will issue a request with the user location as part of the query request

the search system.4. SharePoint search will execute the corresponding Query Rule(s) for the location

and send the results back to the web part based on the query rule action .

2

1

3

4

1) Setup User Segmentation

TermSet in MMS

2) Setup Query Rules in Search

Services

3) Develop Custom WebPart by extending

ContentBySearchWebPart

4) Deploy and Configure the

Custom WebPart

High Level Steps Involved in Implementing…….

Demo

Setup MMSa) TermSet is created to define User Segments

‘User Segments’

b) Term will be created to represent each user segment category Create ‘Country’

c) User segment values created under the segment category

d) Each term should have unique id

Setup Query Rules for each segmenta) After naming the query rule, attach a user segment to the rule

b) In ‘Add User Segment’ pop-up page give a title and click ‘Add user segment term’ link to open the Taxonomy page

c) At this point, you can configure the query rule based on the result that you want to deliver to the user

Develop custom WebParta) Create a new custom web part by extending

ContentBySearchWebPart

b) Implement OnLoad method to intercept request and modify the query parameters before the query results serialized to the client

c) Modify the query by changing DataProviderScriptWebPart

d) Implement ‘GetUserCountrySegmentTerms() method to retrieve unique ids of the terms that match the user profile property value

Deploy and configure WebParta) Deploy the web part feature in the farm

• Deploy the solution with PowerShell or SharePoint central admin page

b) Configuring the WebPart by changing the web part properties• Configure the ‘Settings’ section as follows• Change the query results provider to it-self in the ‘Settings’ section• Change the result table to ‘SpecialTermResults’

• Change the display template as per the results returned by the query rule

• Change the property mappings as per the results returned by the query rule(you may need to develop a custom display template for more advance query results)

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