Sitecore Rule – Personalize based on any field in any facet in your Contact

This Sitecore Personalization Rule was developed by my colleague Martin Rygaard with the purpose of being able to personalize on any field in any facet on a contact.

Contact Facet Rule Set Editor

STEP 1: CREATE THE CONDITION

Create a new “Condition” below /sitecore/system/Settings/Rules/Definitions/Elements/???

The text of the Condition is:

where the [facetpath,,,facetpath] has [facetvalue,,,facetvalue]

STEP 2: CREATE A WHENCONDITION

This condition traverses the Contact path and returns true if the value matches the value described:

using System.Collections;
using Sitecore.Analytics;
using Sitecore.Analytics.Model.Framework;
using Sitecore.Analytics.Tracking;
using Sitecore.Diagnostics;
using Sitecore.Rules;
using Sitecore.Rules.Conditions;

namespace MyNamespace
{
  public class ContactFacetHasValue<T> : WhenCondition<T> where T : RuleContext
  {
    public string FacetValue { get; set; }
    
    public string FacetPath { get; set; }

    protected override bool Execute(T ruleContext)
    {
        Contact contact = Tracker.Current.Session.Contact;

        if (contact == null)
        {
          Log.Info(this.GetType() + ": contact is null", this);
          return false;
        }

        if (string.IsNullOrEmpty(FacetPath))
        {
          Log.Info(this.GetType() + ": facet path is empty", this);
          return false;
        }

        var inputPropertyToFind = FacetPath;

        string[] propertyPathArr = inputPropertyToFind.Split('.');
        if (propertyPathArr.Length == 0)
        {
          Log.Info(this.GetType() + ": facet path is empty", this);
          return false;
        }

        Queue propertyQueue = new Queue(propertyPathArr);
        string facetName = propertyQueue.Dequeue().ToString();
        IFacet facet = contact.Facets[facetName];
        if (facet == null)
        {
          Log.Info(string.Format("{0} : cannot find facet {1}", this.GetType(), facetName), this);
          return false;
        }

        var datalist = facet.Members[propertyQueue.Dequeue().ToString()];
        if (datalist == null)
        {
          Log.Info(string.Format("{0} : cannot find facet {1}", this.GetType(), facetName), this);
          return false;
        }
        
        if(typeof(IModelAttributeMember).IsInstanceOfType(datalist))
        {
          var propValue = ((IModelAttributeMember)datalist).Value;
          return (propValue != null ? propValue.Equals(FacetValue) : false);
        }
        if(typeof(IModelDictionaryMember).IsInstanceOfType(datalist))
        {
          var dictionaryMember = (IModelDictionaryMember) datalist;

          string elementName = propertyQueue.Dequeue().ToString();
          IElement element = dictionaryMember.Elements[elementName];
          if (element == null)
          {
            Log.Info(string.Format("{0} : cannot find element {1}", this.GetType(), elementName), this);
            return false;
          }

          string propertyToFind = propertyQueue.Dequeue().ToString();
          var prop = element.Members[propertyToFind];
          if (prop == null)
          {
            Log.Info(string.Format("{0} : cannot find property {1}", this.GetType(), propertyToFind), this);
            return false;
          }

          var propValue = ((IModelAttributeMember) prop).Value;
          return (propValue != null ? propValue.Equals(FacetValue) : false);
        }
        if (typeof(IModelCollectionMember).IsInstanceOfType(datalist))
        {
          var collectionMember = (IModelCollectionMember)datalist;
          var propertyToFind = propertyQueue.Dequeue().ToString();
          for (int i = 0; i < collectionMember.Elements.Count; i++)
          {
            IElement element = collectionMember.Elements[i];
            var prop = element.Members[propertyToFind];
            if (prop == null)
            {
              Log.Info(string.Format("{0} : cannot find property {1}", this.GetType(), propertyToFind), this);
              return false;
            }
            var propValue = ((IModelAttributeMember) prop).Value;
            if (propValue.Equals(FacetValue))
              return true;
          }
        }

      return false;
    }
  }
}

STEP 3: TEST IT

This is an example of a Contact, with facets, among these is the “Personal” facet with the “FirstName” attribute:

Facet

When creating a Personalization rule where “Personal.FirstName” has “Brian” and applying it to my page:

Contact Facet Rule Set Editor

Rule In Use

I should only be able to see this title when logged in as a user which contact facet FirstName is “Brian”:

Yes, I am a Brian

MORE TO READ:

• Sitecore Custom Personalization Rule by geekhive
• Sitecore contact facets – Create your own facet by briancaos
• Lets use that rules engine! by Jeff Darchuk