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'Visitor's Profile' dialog Full access to the profile information of a visitor can be gained via the 'Visitor's Profile' dialog. The 'Visitor's Profile' dialog can be opened from a number of places on Sales-n-Stats web control and communication center interface. For now the most convenient way to access detailed information about a visitor would be to open his profile from the 'Site Monitor' or from the 'Visitors List' sections (The difference is that from the 'Site Monitor' section only the profiles of the visitors currently browsing the site can be opened, while the 'Visitors List' allows you to open and view the profile of any visitor). To view a Visitor's Profile from the 'Site Monitor' section, do one of the following:
To view a Visitor's Profile from the 'Visitors List' section, double-click on the list entry corresponding to the visitor whose profile you want to view. To access the necessary Visitor's profile via some of the preconfigured reports double-click on any of the visitors' data (ID, email, name, etc.) presented in the reports. That gets you over to the 'Profile' section of the Visitor's profile which provides personal information captured by the system in the process of the visitor's interaction with the site being monitored. The 'Visitor's Profile' window includes 3 sections: Profile, Live Communication, Messages. To access these sections click on the corresponding tabs at the top of the dialog. Note: After you open a Visitor's Profile, the visitor's badge corresponding to it becomes framed. Profile Personal information is presented in the first of the three sections – 'Profile'. The 'Profile' section comprises four distinct areas: Visits, Actions, Visitor's profile, Visitor's badge.
'Visits' area shows the history of all the user's visits to your site. A visit is series of pageviews, separated by a time period shorter than 30 minutes. The visits are listed chronologically (the earliest appears first) and you can see the date and time, as well as the duration of each visit. To view the path taken by the visitor through your site during any visit, click the
To view visitor related information according to a certain visit, select this visit in the 'Visits' area. The contents of the visitor's badge, the list of actions in the 'Actions' area and the values of the profile fields displayed in the 'Visitor's profile' area are updated (at any moment in time these areas reflect the state of the visitor's data according to the end of the selected visit). It allows you to keep up with the history of data changes. 'Actions' area lists the actions which the visitor whose profile you are viewing has performed on the site monitored by Sales-n-Stats. An 'action' is a fragment of the visitor's interaction with the site which may consist of one or more steps but is recognized by the system as a logically finished act. Actions are singled out on the basis of what steps or step sequences taken by a visitor are relevant for your business. For example, typical actions for an e-commerce site may be a visitor's registration on the site, adding a product to the shopping cart, checkout, etc. If you are using Sales-n-Stats to monitor an e-commerce site, and Sales-n-Stats has been integrated into the site with the help of a special module (as in the case of integration with X-Cart or LiteCommerce based stores), Sales-n-Stats employs a standard set of e-commerce-specific action patterns defined by the integration module. If for some reason you cannot use a special integration module or want to extend the standard set of action patterns, define the patterns relevant to your site by yourself (Main Menu -> Tools -> System settings -> Actions -> New action). Each action name appearing in the 'Actions' area signifies that the visitor whose profile you are viewing now has done something that is defined in Sales-n-Stats as an action (the action name appearing in the 'Actions' area corresponds to the appropriate action defined by the integration module or set up manually in Sales-n-Stats system settings). There are the date and time of every action next to its name. Adjust the 'Actions' area to display all the visitor's actions or only the actions pertaining to the visit that is currently selected in the 'Visits' area. To view only the actions of the selected visit, select the 'Only for selected visit' check box above the 'Actions' list. The actions pertaining to the other visits are automatically removed from the list. To view all the actions in the same list again, clear the 'Only for selected visit' check box. In this case the actions pertaining to the selected visit are marked blue. In Sales-n-Stats, actions may be characterized by certain parameters. The parameters by which an action is characterized are defined during action setup (Main Menu -> Tools -> System settings -> Actions -> <Some action> -> Action fields). For example, you can adjust the system settings so that the action of login to your site is characterized by the billing first name, billing last name, email address and other parameters with which the visitor logs in. See 'Defining action fields' section for details.
Visitor's profile 'Visitor's profile' area displays the personal data of the visitor whose profile you are viewing. Personal data presented here cannot be modified by the visitor, they are collected in the process of the visitor's interaction with the site. Every piece of collected personal information is stored to a separate profile field. Accordingly, each piece of the visitor's personal data is presented in the 'Visitor's profile' area on a separate line and consists of two elements: a profile field name and a profile field value. You control what kind of information is stored and displayed in the Visitor's profile. Sales-n-Stats provides some predefined profile fields which can not be deleted. They are called “system” fields. If you do not need any of the information stored in the system profile fields, make these fields invisible in the 'Visitor's profile' area. Apart from these system fields, you can create your own ('custom') profile fields, which can also be made visible or invisible in the 'Visitor's profile' area. The values of custom profile fields are extracted from corresponding fields of the actions recognized by Sales-n-Stats.
You define whether the values of the profile fields visible in the 'Visitor's profile' area should be saved for every visit or not. If you choose the latter, you will be able to find out the final value of a field for any visit. If you decide not to store this information, the 'Visitor's profile' area always show the most up-to-date information about the visitor irrespective of the selected visit. Visitor's Profile fields can be set up via the corresponding section of the Sales-n-Stats system settings dialog (Main Menu -> Tools -> System settings -> Visitor -> Visitor's Profile). You define where the information that gets recorded to specific profile fields is taken from. Basically, the only thing you need to know is that each value is entered into profile field as a result of a certain action of the visitor. Custom profile fields need to be adjusted to receive data from proper action fields (It is done manually via Main Menu -> Tools -> System settings -> Actions -> <Some action> -> Action fields -> Store in profile field. The information in a profile field gets updated every time the visitor performs an action with parameters affecting this field. To view the history of changes of any profile field value click on the
The following system profile fields are included into the 'Visitor's profile' area by default:
Visitor's Badge The visitor's badge in the 'Profile' section represents a schematic depiction of the visitor's status at the end of the visit that is selected in the 'Visits' area. Live Communication For detailed information about the 'Live Communication' tab read Communication -> Live Communication section. Messages The 'Messages' tab is described in full in Communication -> Offline Communication section.
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button opposite the appropriate visit. If some data do not fit in the columns, they get truncated. To view full URL, title, etc. move the mouse over the corresponding line. 
