Profiling your audiences and your information
Your platform offers you the option of profiling your information.
1. Define your profiling axes :
This behavior is activated with administrator rights, in the"Site settings" application:
In the"Features and services" tab:
The profiling behavior is triggered as soon as one of the axes is checked.
With administrator rights, you can manage axes as categories in their own right by right-clicking. You can rename, add or remove profiling roots. Profiles will be the categories positioned below your roots:
Click on Save.
2. Activate associated behavior on portlets :
Once the profiles have been activated, you need to tell the portlets for which you want to display profiled content.
For portlet types that allow it, once the behavior has been activated, a"Refine on profiling categories" switch appears:
Once this behavior has been activated and saved, the content proposed in the portlets will correspond to the various profiles.
3. Defining profiles
Profiles can be applied to rights groups, in the group's general information tab, accessible via the"Members and groups" application in your application launcher:
You'll notice a new "Profiling" entry in the left-hand sidebar tabs. This entry will list all groups with at least one profiling axis.
4. How does cross-profiling work?
Your profiles are divided into axes. The default axes are Hierarchical, Geographical and Organizational (Departments), but you can fully customize these axes and their number.
Within each axis, you have your own profiling categories, or profiles, to put it simply.
Within the same profiling axis, all checked profiles will respond to a logical OR.
"You' re right, an example is better in this kind of case.
SO!
If in the "Services" axis I have a group that ticks"Human Resources" and"Training", THEN all communications ticking Human Resources, or Training, or both, will be present!
On the other hand, between profiling axes, a logical AND is applied... Ok example:
If I tick the"Sales" profile in the "Services" axis, and the " EMEA" profile in the "Geographic " axis, I'll only see content with the "Sales" and "EMEA" axes ticked. If I only have one of these, the content will not be present in the portlet listing the content corresponding to my EMEA Salesperson profile.
