Sitecore Personalization

Any developer working with the SearchStax Site Search solution for Sitecore can personalize the search experience for different search audiences by using Site Search "Search Profiles."

  • "Personalization" is Sitecore's method for displaying targeted, relevant content to your contacts based on their characteristics and behavior, such as location, gender, or previous visits. See Personalization at the Sitecore website.
  • Search Profiles are the Site Search method of crafting different search experiences from the same data. Within Sitecore, they're known as "Search Models."

By combining these tools, you can make sure the right content reaches the right contacts. For example, you can show, hide, or adjust content to suit the viewer.

Creating Search Models

If you want to offer different search experiences, start by going to the Site Search platform and creating multiple Search Profiles. Each profile has its own search fields, facets, stop words, expansions, sorting options, and more. Site Search lets you test the search experience provided by each profile. A profile has a unique name that you can reference from Sitecore.

Configuring Sitecore to Use Search Models

Now that you've got the Site Search profiles in place, it's time to configure your search page to use them. Create a few Sitecore profiles and pattern cards:

Navigation tree showing Profile Cards and Pattern Cards sections expanded with Expert, Intermediate, and Novice profile options highlighted in red.

Then open your search page item and find the "Search Model Definition" field:

Search configuration page showing Quick Info details and SearchStax settings with Search Model Definition field highlighted.

You need to set the SearchStax search profile to be used on each pattern or when a profile card reaches a given value. The order is very important here. Make sure you reproduce your precedence. Here are three examples using both strategies (card value and patterns):

Rule creation interface showing SearchStax search model conditions and actions, with an example rule targeting expert profile values greater than 1.
Rule configuration interface showing SearchStax search model conditions and actions, with Rule 2 highlighted setting the Intermediate profile when value...
Rule creation dialog showing SearchStax search model conditions and actions, with Rule 3 highlighted defining pattern card matching for Search Specialis...

The result looks like this:

Personalization rules interface showing three conditional search models: expert, intermediate, and default based on user profile values.

You can use "Sitecore Explorer" view to test it. Open your search page on "Experience Editor" and find the "Explore" button at the top menu:

The Experience Editor toolbar highlighting the Explore button for configuring search profile settings in Sitecore.

Click on it and open the left panel "Onsite Behavior" on the "Profiles" tab:

Experience Explorer interface showing Onsite Behavior settings with Function, Persona, Score, and Search Specialist profiling categories for content per...

You can use this panel to give profile card points to the current visitor. This forces the search page to use a different model following the previously established rules. First, run a query in your search page and open your browser's developer tool to check the network tab. Find the query request and click on it. You'll see that the "model" parameter is "Default," which is the one defined for "Search Novice."

Browser developer tools network panel showing a search query with 'Default' model parameter highlighted in query string parameters.

Go back to the "Sitecore Explore" view and set some profile card points. Make sure you follow the rules on your search page and don't forget about precedence.

Experience Explorer settings panel showing profile scoring options including Function, Persona, and Search Specialist categories with numerical input fi...

Check the network tab again after running a query.

Chrome Developer Tools network panel showing request headers and query parameters for a Sitecore search API call with language and expert mode settings.

As expected, the search page uses a different search model called "Expert." This matches what you defined in the rules.

After configuring Sitecore to handle multiple search models, you can personalize the search experience for each search audience. This makes sure your website offers the best search relevance possible.

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