Setting up the profile

The fields included into a Visitor's Profile can be set up via Main Menu->Tools->System settings->Visitor->Visitor's Profile.

‘Visitor's profile’ section

A Visitor's profile can contain system and custom fields. System fields are rigidly built into the system: their values are calculated according to the system rules and you cannot affect the way in which information is entered into them. Custom fields are any fields you add manually (you define what information is entered into custom fields and under what conditions). In the 'System settings' -> 'Visitor's Profile' section system fields are marked by 'S', custom ones are marked by 'C' ('Type' column).

System fields are included into the profile by default and cannot be modified or deleted. The only way to get rid of a system field you do not want to see in a Visitor's profile is to make this field invisible. To hide a system field from the profile, clear the 'Visible in Visitor's Profile' check box opposite this field.

As to the system fields that you have chosen to keep visible, you should specify how you want information to be stored in each one of them.

•	Select the 'Store value for each visit' check box opposite a field for Sales-n-Stats to 'remember' the value which the field had in each specific visit. Later on you will be able to review the details of any past visit and see what value was assigned to this field.

•	Leave the 'Store value for each visit' check box clear for Sales-n-Stats not to store visit values for this field. The profile will only show the aggregate field value for the visitor (You will not be able to view the values associated with specific visits).

2. Think of a system name for this field and enter it into the empty input box in the 'Name' column. The name will be used to address the field within the system.

Note:

A system field name can consist of letters a-z, A-Z, digits 0-9 and the underscore “_”. The first character cannot be a digit. The name must be unique.

3. If you want the value of the Visitor's Profile field being created to be stored for each visit, select the check box in the 'Store value for each visit' column opposite the name of the field.

4. By default the field data type is 'Text' but you can click on the table cell and select a different type.

•	Text should be selected if you want the field to be able to contain textual data.

•	Integer should be selected if you want the contents of the field to be an integer value.

•	Real should be selected if you want the contents of the field to be real.

•	Logical (yes/no) should be selected if you want the contents of the field to be a flag value (the value of such a field may be either 'true' or 'false')

5. For example, the type of a field meant for a visitor's phone number should be 'Text', a field meant for the number of visits to the site – 'Integer', a field meant for the total of a user's orders – 'Real', a field meant for the flag 'Has products in the shopping cart (yes/no)' – 'Logical'.

6. Make sure the 'Visible in Visitor's Profile' check box is selected. This will show the new field in the Visitor's profile.

7. Set the name by which you will recognize the field in the Visitor's profile: click on the 'Comment' cell and enter the profile field name into the input box that appears.

'Visitor's profile’ section: the fields of the editable row have been completed

8. If necessary, adjust the order in which your profile fields will be displayed in the profile using the buttons below the list of fields. To move a field one position upwards, select it and click on the upward arrow button. To move a field in the downward direction, select it and click on the downward arrow button. After arranging the fields, click Save.

Note:

Before you click Save, any changes may be cancelled by clicking Discard.

A popup dialog will appear prompting you to restart Sales-n-Stats for the changes to be applied properly. After restarting Sales-n-Stats the new Visitor's Profile field will be saved.

The order of the profile fields defines the order of the fields in the visitors list search form. Arrange the profile fields with the help of the arrow buttons. Just select the fields and click on the buttons. Click Save to apply the changes.