Assign a profile card to an item in the Experience Editor

Last updated Monday, May 23, 2016 in Sitecore Experience Platform for Marketer

Profile cards save combinations of profile keys and values that you apply to your content. You can use profile cards to assign standardized profile values to items across your website.

You assign profile cards to items in the Experience Editor.

To assign a profile card to an item:

  1. In the Experience Editor, navigate to the page that you want to assign a profile card to.

    In the Optimization group, in Page Profile Settings tab, click Assign Profile Cards. The Profile Cards dialog box appears.

    cms_ExperienceEditor_optimizationgroup

    cms_ExperienceEditor_profilecarddialog

  2. In the Profile Cards dialog box, select the profile that you are interested in and click Edit. The Select Profile Card dialog box appears.

    The Select Profile Card dialog box looks different depending on which option you selected in the Authoring Selection field when you created your profile cards. This is located on the Content tab, under Data, Authoring Selection.

    The options in the Authoring Selection field are:

    • Single - you can assign only one profile card per item. When you choose this option, the Select Profile Card dialog box looks like this:

      cms_ExperienceEditor_selectprofilecard

    • Multiple - you can assign several profile cards per item. When you choose this option, the Select Profile Card dialog box looks like this:

      cms_ExperienceEditor_multipleprofilecards

    • Multiple with Percentages - you can assign several profile cards to each content item and assign percentages to each profile card. When you choose this option, the Select Profile Card dialog box looks like this:

      cms_EE_multiplewithpercentages

  3. In the Select Profile Cards dialog box, in the Profile Cards field, select the profile card that you want to assign to this content item. The profile values that you gave to this card are assigned to the current content item.
    • If you selected the Multiple option, select all the profile cards that you want to assign to this content item. When you have finished, click Add.
    • If you selected the Multiple with Percentages option, in the drop-down box for each profile card, select the percentage of importance/relevance that you want to assign to each profile card.
    • The sum of the percentages that you select must be 100%.

      cms_ExperienceEditor_selectedprofilecards

  4. After you have assigned profile cards to the item, click OK. The Profile Cards dialog box reflects the changes you have made.

    cms_EE_profilecardswpercentages

  5. To see the profile cards that you have assigned to a page, in the Experience Editor, on the Optimization tab, in the Profile settings group, move the mouse over the profile card icons. A tooltip with the name of each profile card is displayed.

    cms_EE_optimization_profilesettings

  6. Click OK to save.

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