Practical Sitecore 8 Configuration and Strategy offers a comprehensive overview of Sitecore´s web content management solutions, and provides step-by-step guidance on how to configure Sitecore´s personalization, testing, and marketing automation capabilities.
Phil Wicklund is a regional practice manager (responsible for the Sitecore team) at RBA, Inc. He provides managerial, operational, and profit/loss oversight across RBA's portals, business intelligence, enterprise social, collaboration, and managed services teams within RBA's North region. Phil started working in IT in 2003 and has since designed and deployed many dozens of large-scale enterprise solutions, including many for Fortune 50 companies. As a regional practice manager he owns the profit/loss for his practice which has him performing many activities beyond a typical technologist, such as ownership of a great employee experience, ensuring unparalleled customer satisfaction, opportunity tracking/planning in CRM, pre-sales solution alignment with customers, account strategies, go-to market strategies, marketing/promotion strategies, and fiscal budgetary responsibilities. Phil is currently in his 2nd year of Doctoral studies at the University of St. Thomas. He works to extend his studies in technology and business by deepening his understanding of Organizational Leadership, working toward a dissertation that combines the three disciplines. He hopes to graduate in late 2016 or spring of 2017.
Sitecore was recently recognized as one of the most reputable/reliable web content management solutions (WCMS) in the marketplace. Thousands of companies use Sitecore to help manage their web and mobile digital properties. Sitecore is a very large, complex platform that performs many robust functions and capabilities.
As such, marketers and end users often have a hard time coming up to speed on the technology. Practical Sitecore 8 Configuration and Strategy: A User Guide for Sitecore's Content and Marketing Capabilities provides that opportunity. The flow of the book will take newbies step-by-step on how to configure Sitecore content, personalization, and marketing automation capabilities. Sprinkled in through the book will be callouts that highlight strategies and best practices—taking the book beyond just the "how to” step-by-step procedures that can be found elsewhere. Practical Sitecore 8 Configuration and Strategy:
- Brings you up to speed on Sitecore without requiring a training class.
- Provides the information in a clear, logical outline that takes users from simple, foundational concepts to more advanced concepts at the end.
- Rounds out existing sources of documentation with strategies and best practices from real-world experience.
What You'll Learn
- How to manage content in Sitecore
- How to create web forms and landing pages
- How to optimize the site through personalization and A/B/N testing
- How to use Sitecore for your marketing campaigns
- How to leverage analytics for custom measurement/engagement strategies
- How to create a robust governance plan for your Sitecore properties
Who This Book Is For
The key target audience for this book are content administrators (content authoring, forms development, etc.) and digital marketers (campaigns, analytics, marketing automation, experience optimization, etc.) using the Sitecore platform.
Chapter 1: Administering content in Sitecore
Goal: This chapter provides a foundational understand of Sitecore to the reader. It focuses on core item/content management technical and best practices. Additionally, this chapter will help the reader understand how and when to work with a developer for more advanced customizations. Lastly, the chapter will introduce the reader to the example site/project used throughout the book. A highly customized site will be developed over the course of the book to serve as a real world backdrop to what the user is learning.
- What is Sitecore?
- High-level architecture
- When do you need a developer?
- Content editing tools
- Basic content editing
- Advanced content administration
- Managing rich media
- Content publishing and workflow
- Working with layouts
- Localization and translation
- Working with developers for advanced customizations
Chapter 2: Using SPEAK for rapid site development
Goal: SPEAK is a Sitecore module that allows for rapid site development through a suite of out-of-the-box layouts and components. This chapter walks the reader through the process and best practices for using this module.
- Overview of SPEAK
- When to use SPEAK, and when NOT to
- SPEAK layouts
- SPEAK components
- Building a SPEAK site from scratch
<
Chapter 3: Web forms for marketers
Goal: Web Forms for Marketers is a great module within Sitecore that allows non-technical users an easy and flexible way to create web forms out-of-the-box they can publish to their web site for marketing campaigns, etc. This chapter walks the reader through the process and best practices for using this module.
- Hello World web form
- Actions
- Validation
- Localization and translation
- Publishing a web form from scratch
Chapter 4: Experience optimization, user profiling, and personalization
Goal: This is a core chapter in the book. This chapter helps the reader understand strategies for, and how to create personalized experiences on their web site based on user behavior, user profile data, and other optimization techniques such as A/B testing.
- Content profiling
- Content A/B testing
- Configuring personalization
- Customizing the experience profile
- Using explore mode for user simulation
- Creating engagement plans
- Experience optimization testing
Chapter 5: Marketing campaign management
Goal: This chapter walks the reader though campaign management within Sitecore, as well as guidance on how to use the email and print experience manager modules.
- Working with campaigns
- Working with channels<
Email experience manager
Print experience managerChapter 6: Site Search
Goal: This chapter discusses how to configure site search and best practices around UX and faceted search. It also covers how to tie into external data sources to create a federated experience.
- Search architecture
- Search UX configuration
- Configuring advanced search and facets
- Search federation with external sources
Chapter 7: Search Engine Optimization
Goal: SEO is a significant concern to most readers and marketers. While not directly a Sitecore concern, it is very complimentary to this book and will be a welcome addition for readers who need a primer on SEO and any configuration implications for Sitecore.
- Content strategy and information architecture
- Media strategy
- Keyword strategy
- URL strategy
- SEO and a great user experience
- Gaining authority
- Multichannel optimization
- Google webmaster tools
Chapter 8: Analytics and reporting
Goal: This chapter discusses the analytics capabilities within Sitecore. However, it also walks the reader through an example measurement strategy case to help apply the concepts in a "real" scenario. The chapter concludes by applying that example into external sites with the federated experience manager.
Sitecore analytics and reporting overview
Creating a measurement strategyConfiguring analytics for your measurement planUsing the federated experience managerChapter 9: Sitecore Architecture
Goal: This chapter marks the demarcation where things start to get more technical by providing an overview of Sitecore´s technical architecture. It begins by helping the reader plan their installation, such as capacity planning and hosting/cloud considerations. It wraps with a discussion on code release best practices, and finally performance tuning considerations.
- Architecture overview and options
- xDB
- Capacity and high availability planning
- Installing Sitecore
- Code deployment and release planning
- Performance tuning
Chapter 10: Security
Goal: This chapter begins with a rather docile discussion around user and role management, however it goes deep pretty quick by discussing identity federation and best practices for security hardening.
- User and role administration
- Identity federation and social connect
- Hardening strategies
Chapter 11: E-commerce with Insite
Goal: Many web sites are also commerce sites and this chapter helps the reader understand e-commerce integration options with Sitecore. In particular, the chapter does a deep d="" insite,="" a="" popular="" 3rd="" party="" sitecore="" partner="" providing="" e-commerce="" capabilities.
- Insite architecture overview
- Working with the Sitecore connector
- Managing products and personalization
- Product search
- Checkout
- Analytics
- ERP and CRM integration
Practical Sitecore 8 Configuration and Strategy: A User Guide for Sitecore's Content and Marketing Capabilities offers a comprehensive overview of Sitecore´s web content management solutions, and provides step-by-step guidance for configuring Sitecore´s personalization, testing, and marketing automation capabilities. The book highlights strategies and best practices—taking it beyond just the "how to" procedures that can be found elsewhere.
Sitecore was recently recognized as one of the most reputable and reliable web content management solutions (WCMS) in the marketplace. Thousands of companies use Sitecore to help manage their web and mobile digital properties. But because Sitecore is a very large and complex platform, marketers and end users often have difficulty coming up to speed on the technology.
Practical Sitecore 8 Configuration and Strategy provides the solution you need to get started using Sitecore today.
Practical Sitecore 8 Configuration and Strategy:
- Brings you up to speed on Sitecore without requiring a training class
- Provides the information in a clear, logical outline that takes users from simple, foundational concepts to more advanced concepts at the end
- Rounds out existing sources of documentation with strategies and best practices from real-world experience
Sitecore was recently recognized as one of the most reputable/reliable web content management solutions (WCMS) in the marketplace. Thousands of companies use Sitecore to help manage their web and mobile digital properties. Sitecore is a very large, complex platform that performs many robust functions and capabilities.
As such, marketers and end users often have a hard time coming up to speed on the technology. Practical Sitecore 8 Configuration and Strategy: A User Guide for Sitecore's Content and Marketing Capabilities provides that opportunity. The flow of the book will take newbies step-by-step on how to configure Sitecore content, personalization, and marketing automation capabilities. Sprinkled in through the book will be callouts that highlight strategies and best practices-taking the book beyond just the "how to" step-by-step procedures that can be found elsewhere. Practical Sitecore 8 Configuration and Strategy:
- Brings you up to speed onSitecore without requiring a training class.
- Provides the information in a clear, logical outline that takes users from simple, foundational concepts to more advanced concepts at the end.
- Rounds out existing sources of documentation with strategies and best practices from real-world experience.
What You'll Learn- How to manage content in Sitecore
- How to create web forms and landing pages
- How to optimize the site through personalization and A/B/N testing
- How to use Sitecore for your marketing campaigns
- How to leverage analytics for custom measurement/engagement strategies
- How to create a robust governance plan for your Sitecore properties
Who This Book Is ForThe key target audience for this book are content administrators (content authoring, forms development, etc.) and digital marketers (campaigns, analytics, marketing automation, experience optimization, etc.) using the Sitecore platform.
Introduction to Sitecore.-The Content Editor.-ExperiencePersonalization.-Experience Optimization.-Marketing Campaign.-Web Forms forMarketers.-Search Engine Optimization.-Analytics.-Security.-Governance.-Appendix.-
Phil Wicklund is a regional practice manager (responsible for the Sitecore team) at RBA, Inc. He provides managerial, operational, and profit/loss oversight across RBA's portals, business intelligence, enterprise social, collaboration, and managed services teams within RBA's North region. Phil started working in IT in 2003 and has since designed and deployed many dozens of large-scale enterprise solutions, including many for Fortune 50 companies. As a regional practice manager he owns the profit/loss for his practice which has him performing many activities beyond a typical technologist, such as ownership of a great employee experience, ensuring unparalleled customer satisfaction, opportunity tracking/planning in CRM, pre-sales solution alignment with customers, account strategies, go-to market strategies, marketing/promotion strategies, and fiscal budgetary responsibilities. Phil is currently in his 2nd year of Doctoral studies at the University of St. Thomas. Heworks to extend his studies in technology and business by deepening his understanding of Organizational Leadership, working toward a dissertation that combines the three disciplines. He hopes to graduate in late 2016 or spring of 2017.
Über den Autor
Phil Wicklund is a regional practice manager (responsible for the Sitecore team) at RBA, Inc. He provides managerial, operational, and profit/loss oversight across RBA's portals, business intelligence, enterprise social, collaboration, and managed services teams within RBA's North region. Phil started working in IT in 2003 and has since designed and deployed many dozens of large-scale enterprise solutions, including many for Fortune 50 companies. As a regional practice manager he owns the profit/loss for his practice which has him performing many activities beyond a typical technologist, such as ownership of a great employee experience, ensuring unparalleled customer satisfaction, opportunity tracking/planning in CRM, pre-sales solution alignment with customers, account strategies, go-to market strategies, marketing/promotion strategies, and fiscal budgetary responsibilities. Phil is currently in his 2nd year of Doctoral studies at the University of St. Thomas. Heworks to extend his studies in technology and business by deepening his understanding of Organizational Leadership, working toward a dissertation that combines the three disciplines. He hopes to graduate in late 2016 or spring of 2017.
Inhaltsverzeichnis
Introduction to Sitecore.-The Content Editor.-Experience
Personalization.-Experience Optimization.-Marketing Campaign.-Web Forms for
Marketers.-Search Engine Optimization.-Analytics.-Security.-Governance.-Appendix.-
Klappentext
Sitecore was recently recognized as one of the most reputable/reliable web content management solutions (WCMS) in the marketplace. Thousands of companies use Sitecore to help manage their web and mobile digital properties. Sitecore is a very large, complex platform that performs many robust functions and capabilities.
As such, marketers and end users often have a hard time coming up to speed on the technology. Practical Sitecore 8 Configuration and Strategy: A User Guide for Sitecore's Content and Marketing Capabilities provides that opportunity. The flow of the book will take newbies step-by-step on how to configure Sitecore content, personalization, and marketing automation capabilities. Sprinkled in through the book will be callouts that highlight strategies and best practices¿taking the book beyond just the ¿how tö step-by-step procedures that can be found elsewhere. Practical Sitecore 8 Configuration and Strategy:
Brings you up to speed onSitecore without requiring a training class.
Provides the information in a clear, logical outline that takes users from simple, foundational concepts to more advanced concepts at the end.
Rounds out existing sources of documentation with strategies and best practices from real-world experience.
What You'll Learn
How to manage content in Sitecore
How to create web forms and landing pages
How to optimize the site through personalization and A/B/N testing
How to use Sitecore for your marketing campaigns
How to leverage analytics for custom measurement/engagement strategies
How to create a robust governance plan for your Sitecore properties
Who This Book Is For
The key target audience for this book are content administrators (content authoring, forms development, etc.) and digital marketers (campaigns, analytics, marketing automation, experience optimization, etc.) using the Sitecore platform.
Practical Sitecore 8 Configuration and Strategy offers a comprehensive overview of Sitecore's web content management solutions, and provides step-by-step guidance on how to configure Sitecore's personalization, testing, and marketing automation capabilities.