Creating a Site Term

You use the Site Terms module to define values that are pertinent to your site. Site terms provide an easy way for you to standardize the values that are used throughout your site. You can use site terms to target products in your catalogs, content, and advertisements to site users.

In this lab, you will add the site terms, Line and Staff. Once you have created your site terms, you will set up a user profile to include the site term so you can later target an advertisement to those site users that match the user profile.

To create a site term

1. In Users, click Site Terms Editor.

2. In the Site Terms screen, click Add.

3. In the Add dialog box, click Add a new group, and then click OK.

4. In the Attributes section, do the following:

   Use this	To do this
   Name	Type CompanyInfo.
   Display name	Type Company Information.

5. Click Apply.

6. In the Site term structure box, select Company Information, and then click Add.

7. In the Add dialog box, select Add a new site-term, and then click OK.

8. In the Site Term Attributes section, do the following:

   Use this	To do this
   Name	Type JobRole.
   Display name	Type Job Role.

9. In the Terms section, click New, and then do the following:

   Use this	To do this
   Term name	Type Line.
   Display name	Type Line.

10. Click Accept, and then click New to add a new site term.

11. In the Terms section, do the following:

    Use this	To do this
    Term name	Type Staff.
    Display name	Type Staff.

12. Click Accept, and then click Apply.

13. To save the new site terms and return to the Site Terms screen, click on the toolbar.

The new site terms are saved and can now be added to a user profile.

To add a site term to a user profile

1. In Users, click Profile Designer.

2. In the Profiles screen, in the Name list, select the User Object profile, and then click on the toolbar.

3. In the Profile: User Object screen, from the Properties list, select General information.

4. Click Add.

5. In the Add dialog box, click Add a new group.

6. Click OK.

7. In the Profile:User Object screen, in the Attributes section, do the following:

   Use this	To do this
   Name	Type CompanyInfo.
   Display name	Type Job Role.

8. Click Apply, and then click Add.

9. In the Add dialog box, click Add a new property, and then click OK.

10. In the Profile:User Object screen, in the Attributes section, do the following:

    Use this	To do this
    Name	Type JobRole.
    Display name	Type Job Role.
    Type	Select Site Term from the drop-down list.
    Type reference	Click the ellipse button […], select Company Information, and then select Job Role.

11. Click OK.

12. In the Advanced Attributes section, do the following:

    Use this	To do this
    Active	Verify that Yes is selected.
    Map to data	Click the ellipse button […] to open the Data Source Picker dialog box.

13. In the Data Source Picker dialog box, select ProfileService_SQLSource, select UserObject, and then scroll down and select Custom Property 1 (STRING).

14. Click OK, and then click Apply.

15. To save the attributes with the user profile and return to the Profiles screen, click on the toolbar.

The user profile is saved with the Job role site terms.

To update the user profile

1. In Users, click PublishProfiles.

2. In the PublishProfiles screen, select the SupplierAD application, and then click on the toolbar.

The user profile is updated and you can now target site users that match the user profile.

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