private RuleInfo GenerateRule(
string displayName,
int value,
int scoreId,
string ruleCondition,
RuleTypeEnum ruleType,
string ruleParameter = null,
bool belongsToPersona = true)
{
var codeName = ValidationHelper.GetCodeName(displayName, 100);
var ruleInfo = RuleInfoProvider.GetRules().WithCodeName(codeName).FirstOrDefault();
if (ruleInfo != null)
{
return(ruleInfo);
}
var ruleObj = new RuleInfo
{
RuleScoreID = scoreId,
RuleDisplayName = displayName,
RuleName = codeName,
RuleValue = value,
RuleType = ruleType,
RuleParameter = ruleParameter,
RuleCondition = ruleCondition,
RuleBelongsToPersona = belongsToPersona
};
RuleInfoProvider.SetRuleInfo(ruleObj);
return(ruleObj);
}
/// <summary>Performs scoring objects and rules generation.</summary>
public void Generate()
{
if (ScoreInfoProvider.GetScores().WhereEquals("ScoreName", "EngagementAndBusinessFit")
.WhereFalse("ScoreBelongsToPersona").TopN(1).FirstOrDefault() != null)
{
return;
}
var scoreObj = new ScoreInfo
{
ScoreDisplayName = "Engagement and business fit",
ScoreName = "EngagementAndBusinessFit",
ScoreDescription =
"Measures the fit and interest of B2B prospects on the site. Fit is measured by demographics and geographics. Interest is measured by behavior on the site that can be tied to B2B activities, such as visiting the 'Partnership' section of the site or providing a phone number.",
ScoreEnabled = true,
ScoreStatus = ScoreStatusEnum.RecalculationRequired,
ScoreEmailAtScore = 20,
ScoreNotificationEmail = "*****@*****.**"
};
ScoreInfoProvider.SetScoreInfo(scoreObj);
var treeNode = DocumentHelper.GetDocuments().All().Culture("en-US").Path("/Partnership").Columns("NodeID")
.OnCurrentSite().TopN(1).FirstOrDefault();
if (treeNode != null)
{
var rule = GenerateRule("Visited the Partnership section", 5, scoreObj.ScoreID,
"<condition>\r\n <activity name=\"pagevisit\">\r\n <field name=\"ActivityCreated\">\r\n <settings>\r\n <seconddatetime>1/1/0001 12:00:00 AM</seconddatetime>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityNodeID\">\r\n <value>" +
treeNode.NodeID +
"</value>\r\n </field>\r\n <field name=\"ActivityURL\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityTitle\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityComment\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityCampaign\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityURLReferrer\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityABVariantName\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityMVTCombinationName\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n </activity>\r\n <wherecondition>(ActivityType='pagevisit') AND ([ActivityNodeID] = " +
treeNode.NodeID + ")</wherecondition>\r\n</condition>", RuleTypeEnum.Activity, "pagevisit", false);
rule.RuleIsRecurring = true;
rule.RuleMaxPoints = 15;
RuleInfoProvider.SetRuleInfo(rule);
}
var bizFormInfo = BizFormInfoProvider.GetBizFormInfo("BusinessCustomerRegistration", _mSite.SiteID);
if (bizFormInfo != null)
{
GenerateRule("Submitted the business registration form", 15, scoreObj.ScoreID,
BuildMacroRuleCondition("{%Rule(\"(Contact.SubmittedForm(\\\"" + bizFormInfo.FormName +
"\\\", ToInt(0)))\", \"<rules><r pos=\\\"0\\\" par=\\\"\\\" op=\\\"and\\\" n=\\\"CMSContactHasSubmittedSpecifiedFormInLastXDays\\\" ><p n=\\\"_perfectum\\\"><t>has</t><v></v><r>0</r><d>select operation</d><vt>text</vt><tv>0</tv></p><p n=\\\"days\\\"><t>#enter days</t><v>0</v><r>0</r><d>enter days</d><vt>text</vt><tv>0</tv></p><p n=\\\"item\\\"><t>" +
bizFormInfo.FormName + "</t><v>" + bizFormInfo.FormName +
"</v><r>1</r><d>select form</d><vt>text</vt><tv>0</tv></p></r></rules>\")%}"),
RuleTypeEnum.Macro, null, false);
}
GenerateRule("Provided phone number", 10, scoreObj.ScoreID,
"<condition>\r\n <attribute name=\"ContactBusinessPhone\">\r\n <params>\r\n <ContactBusinessPhoneOperator>9</ContactBusinessPhoneOperator>\r\n </params>\r\n </attribute>\r\n <wherecondition>([ContactBusinessPhone] <> N'' AND [ContactBusinessPhone] IS NOT NULL)</wherecondition>\r\n</condition>",
RuleTypeEnum.Attribute, "ContactBusinessPhone");
RecalculateScores();
}
private void GenerateCafeOwnerPersona()
{
var infoObj = PersonaInfoProvider.GetPersonaInfoByCodeName(PERSONA_CAFE_OWNER);
if (infoObj == null)
{
infoObj = new PersonaInfo
{
PersonaDisplayName = "Tony, the Cafe Owner",
PersonaName = PERSONA_CAFE_OWNER,
PersonaDescription =
"Tony has been running his own cafe for the last 7 years. He always looks at ways of improving the service he provides.\r\n\r\nHe offers coffee that he sources from several roasteries. In addition to that, he also sells brewing machines, accessories and grinders for home use.",
PersonaPointsThreshold = 15,
PersonaPictureMetafileGUID = new Guid("220C65BA-2CED-4347-9615-8CF69EAC20E5"),
PersonaEnabled = true
};
PersonaInfoProvider.SetPersonaInfo(infoObj);
}
var treeNode = DocumentHelper.GetDocuments().All().Culture("en-US").Path("/Partnership").Columns("NodeID")
.OnCurrentSite().TopN(1).FirstOrDefault();
if (treeNode != null)
{
var rule = GenerateRule("Visited the Partnership section", 5, infoObj.PersonaScoreID,
"<condition>\r\n <activity name=\"pagevisit\">\r\n <field name=\"ActivityCreated\">\r\n <settings>\r\n <seconddatetime>1/1/0001 12:00:00 AM</seconddatetime>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityNodeID\">\r\n <value>" +
treeNode.NodeID +
"</value>\r\n </field>\r\n <field name=\"ActivityURL\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityTitle\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityComment\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityCampaign\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityURLReferrer\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityABVariantName\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n <field name=\"ActivityMVTCombinationName\">\r\n <settings>\r\n <operator>0</operator>\r\n </settings>\r\n </field>\r\n </activity>\r\n <wherecondition>(ActivityType='pagevisit') AND ([ActivityNodeID] = " +
treeNode.NodeID + ")</wherecondition>\r\n</condition>", RuleTypeEnum.Activity, "pagevisit");
rule.RuleIsRecurring = true;
rule.RuleMaxPoints = 15;
RuleInfoProvider.SetRuleInfo(rule);
}
var infoByName = ProviderHelper.GetInfoByName("cms.form", "BusinessCustomerRegistration", _mSite.SiteID);
if (infoByName != null)
{
var obj = infoByName.GetValue("FormName");
GenerateRule("Submitted the business registration form", 15, infoObj.PersonaScoreID,
BuildMacroRuleCondition("{%Rule(\"(Contact.SubmittedForm(\\\"" + obj +
"\\\", ToInt(0)))\", \"<rules><r pos=\\\"0\\\" par=\\\"\\\" op=\\\"and\\\" n=\\\"CMSContactHasSubmittedSpecifiedFormInLastXDays\\\" ><p n=\\\"_perfectum\\\"><t>has</t><v></v><r>0</r><d>select operation</d><vt>text</vt><tv>0</tv></p><p n=\\\"days\\\"><t>#enter days</t><v>0</v><r>0</r><d>enter days</d><vt>text</vt><tv>0</tv></p><p n=\\\"item\\\"><t>" +
obj + "</t><v>" + obj +
"</v><r>1</r><d>select form</d><vt>text</vt><tv>0</tv></p></r></rules>\")%}"),
RuleTypeEnum.Macro, null, false);
}
GenerateRule("Gmail penalization", -10, infoObj.PersonaScoreID,
"<condition>\r\n <attribute name=\"ContactEmail\">\r\n <value>gmail.com</value>\r\n <params>\r\n <ContactEmailOperator>6</ContactEmailOperator>\r\n </params>\r\n </attribute>\r\n <wherecondition>[ContactEmail] LIKE N'%gmail.com'</wherecondition>\r\n</condition>",
RuleTypeEnum.Attribute, "ContactEmail");
}