Why Upgrade? Sitefinity: Version by Version Barrett Coakley

Why Upgrade? Sitefinity: Version by Version Barrett Coakley

Speakers Barrett Coakley Senior Manager, Product Marketing Progress Sitefinity 2

Reasons to Upgrade Take advantage of product improvements Performance Scalability Reliability Improved security Improved employee productivity Better customer experience 3

Upgrading from Sitefinity 8.x: Marketing 360-degree customer view improvements Touchpoints discovery Personalization campaigns Multilingual support for Digital Assets Multi-page online forms Capability Benefit Description Licensing Considerations The Sitefinity Digital Experience Cloud provides Available in the Sitefinity extended contact profiles to help visualize all DEC Basic plan, which is interactions, touch points and conversions across included with the Online channels, and adds support for contact data import Marketing and Enterprise from a CSV file to give marketers a single view of editions of the CMS. the customer. Leverage machine learning to automatically discover the touchpoints that attribute to conversions. Marketers can better prioritize campaigns and focus on optimizing the experience for the touchpoints that will increase conversions the most. Create and run better personalization campaigns due to more flexible audience segmentation using any behavioral and demographic data from the Sitefinity Digital Experience Cloud. Editors can leverage the option to upload multilingual versions of images, videos, documents and files with full control on how they appear on localized sites. Easily and quickly split long and complex forms into smaller steps to improve the user experience and increase conversions. Sitefinity DEC Standard or higher plan required. Sitefinity DEC Standard or higher plan required. 4

Upgrading from Sitefinity 8.x: Marketing Capability Benefit Description Licensing Considerations Enable better visitor interaction on your Events widget website with the new ASP.NET MVC events widget. Enjoy more consistent styling and easier Improved content creation experience formatting when pasting content from Word documents thanks to an improved WYSIWYG editor. Sitefinity DEC allows you to see exactly Personalization Analytics and Attribution which pieces of personalized content Sitefinity DEC Standard or contribute the most to your marketing higher plan required. goals. Personalization per Widget for Pages and Templates Custom Contact Fields and Segmentation Personalize individual content blocks and images to create a near endless number of customized experiences on a page or template level, easier and faster than ever before. Sitefinity DEC supports custom contact fields for audience segmentation and contact profiling, so you can optimize conversions for the right audience. Sitefinity Online Marketing or Enterprise edition required 5

Upgrading from Sitefinity 8.x: IT and Developers New administrative interface Capability Benefit Description Licensing Considerations A new Backend Theme provides a clean and attractive design, removes unnecessary clutter and makes the editing experience easier. Site synchronization improvements with added support for personalization Continuous delivery improvements Web Services API (OData) Widget Design Content-driven mobile apps Various improvements and bug fixes Easily sync personalized content across all your sites and achieve results faster. A series of improvements to support running Sitefinity sites in a continuous delivery setup speeds deployments of new website functionality with minimum effort. Simplified content creation and consumption via a new API based on OData standards and a JavaScript SDK make development easier and faster. Improved performance of precompiled views for the widgets and widget designers eliminates initial compilation delays. Easier creation of content-driven mobile apps due to simplified integration with the Telerik Platform, a leading cross-platform mobile development solution. Many improvements across the board performance, scalability and reliability 6 Sitefinity Enterprise Edition or Site Sync Add-on required. Telerik Platform Enterprise plan required

Upgrading from Sitefinity 7.x: Marketing Personalization Analytics and Attribution Sitefinity DEC allows you to see exactly which pieces of personalized content contribute the most to your marketing goals. Sitefinity DEC Standard or higher plan required. Personalization per Widget for Pages and Templates Custom Contact Fields and Segmentation Engagement "Card' Widget Translation Management Personalize individual content blocks and images to Sitefinity Online Marketing create a near endless number of customized or Enterprise edition experiences on a page or template level, easier and required. faster than ever before. Available in the Sitefinity Sitefinity DEC supports custom contact fields for DEC Basic plan, which is audience segmentation and contact profiling, so you included with the Online can optimize conversions for the right audience. Marketing and Enterprise editions of the CMS. Improve engagement and increase conversions for your target audience by providing personalized recommendations for best next action such as a whitepaper download with on-page announcements, banners or notifications. Centralized Translations Management functionality including ability to send items for translation, XLIFF export and integrations with translations.com and Clay Tablet Technologies. Sitefinity Enterprise Edition required. 7

Upgrading from Sitefinity 7.x: Marketing Available in the Sitefinity DEC Conversion tracking and predictive analytics based on a Basic plan, which is included Demographic-based conversion tracking specific demographic such as job role or geography with the Online Marketing and Enterprise editions of the CMS. Data integration with Salesforce.com, Microsoft Dynamics and Oracle Eloqua Sitefinity Digital Experience Cloud (DEC) Marketing Attribution Marketing Dashboard Content approval workflow per website and language Create a 360-degree view of each customer, combining all your data in a single place. The Sitefinity DEC is a powerful digital marketing command center, enabling you to optimize customer experiences and drive sky-high conversion rates. Marketing attribution can tell you which campaigns and assets are working and which are not when it comes to delivering business results such as quote requests, sales pipeline, revenue and more The CMS marketing dashboard, powered by the digital experience cloud, gives you a daily dose of insight about how your customers are interacting with your website and what makes them convert. The workflows per site, content provider or language allow you to have separate content approval between different groups responsible for various regions and functions. Sitefinity DEC Enterprise plan required or the respective connector add-on. Entry-level capabilities available in the Sitefinity DEC Basic plan, which is included with the Online Marketing and Enterprise editions of the CMS. Sitefinity DEC Standard or higher plan required. Entry-level capabilities available in the Sitefinity DEC Basic plan, which is included with the Online Marketing and Enterprise editions of the CMS. 8

Upgrading from Sitefinity 7.x: IT and Developers MVC-based Online Forms Quickly create any form you need with ease and benefit from the all the APS.NET MVC technology and built-in HTML5 input types and validation can offer. Performance Optimization Dashboard Understand how well your website is optimized for performance and make it run faster. Improved cloud support, deployment and scalability Benefit from easier and faster cloud deployment on Microsoft Azure Web Apps and Amazon Web Services with support for auto-scaling, Redis cache, and other native services such as search from these two cloud providers. Improved website upgrade process See what changed under the hood during an upgrade with the new database changes log and benefit from simplified upgrade progress in load-balanced environments. Site synchronization improvements Ability to schedule multiple synchronizations, configure sync retries and email notifications, detailed sync history screens and more. 9

Upgrading from Sitefinity 7.x: IT and Developers Available in the Sitefinity DEC Mobile App Personalization SDKs Ability to track mobile app behavior and personalize mobile Basic plan, which is included with app content based on persona or lead score the Online Marketing and Enterprise editions of the CMS. 21 new MVC-based widgets and support for ASP.NET MVC 5 Take advantage of faster and more robust widgets that can easily be customized and extended using ASP.NET MVC 5. Improved website performance with page precompilation tool MVC and HTML5 UI Site synchronization improvements with support for taxonomies per website The Page Precompilation Tool optimizes or completely skips the application warm-up phase by allowing pages to load from precompiled assemblies. Widgets, selectors and front-end components based on MVC and AngularJS to assist you with creating clean and modern experiences fast. Independently manage taxonomies and deployments for each site and gain central control of any information architecture delivered anywhere in the world. 10

Upgrading from Sitefinity 6.x: Marketing Lead Scoring Persona Profiling Lead Scoring allows marketers to score all visitors against a common definition of a qualified lead and pass them to sales when they are ready to engage. Persona profiling provides a complete toolset for managing target personas, persona scoring. It allows you to target key visitor types through personalization and get reporting on how different audiences interact with your website. Available in the Sitefinity DEC Basic plan, which is included with the Online Marketing and Enterprise editions of the CMS. Available in the Sitefinity DEC Basic plan, which is included with the Online Marketing and Enterprise editions of the CMS. Connector for Sitefinity Digital Experience Cloud The connector allows you to log website activities automatically and enable predictive analytics, segmentation and persona profiling based on a wide variety of events. Recycle Bin Sometimes an "Undo Delete" can save your day. Duplicate Content Sitefinity CMS maximizes authoring productivity by allowing duplication of dynamic content along with events, news, list items, blog posts and content blocks. 11

Upgrading from Sitefinity 6.x: Marketing Sitemap Generation Improve SEO and get timely search rankings for all your content, automatically. Provide visual clues that help all CMS users pick the best Custom Thumbnails For Templates template for their pages. The CMS supports all HTML5 media formats (MP4, WebM, Ogg, WAVE) in all modern and mobile browsers without HTML5 video support requiring additional plugins. The video player also includes easy integration with YouTube, playlists and audio files, customizable look and feel. Duplicate Page Templates and Forms Increase user productivity and easily duplicate page templates and forms. Personalization by Role Target specific user roles and easily deliver personalized content to all users. 12

Upgrading from Sitefinity 6.x: IT and Developers Granular permissions for dynamic content types Connector for SharePoint Online Search support for Microsoft Azure deployments Web administrators can assign permissions per each field of content types created with the Sitefinity Module Builder. Complement your SharePoint Online and Office 365 infrastructure by synchronizing your libraries, lists or calendars with Sitefinity based intranets, portals and public websites. Customers deploying on Microsoft Azure infrastructures can now utilize the cloud to store their website's search indexes. Sitefinity Enterprise Edition required. New MVC and Front-End Development Features Performance improvements Sitefinity Feather New features include MVC widgets for each dynamic module, partial views and helpers for displaying related data and media, AngularJS based content selectors and more. Up to 60% faster application start-up and restart times MVC Widgets, Widget designers and UI packages as a part of a brand new modern, mobile-first UI framework for Sitefinity. 13

Upgrading from Sitefinity 6.x: IT and Developers Performance Diagnostics Module The Performance Diagnostics Module allows you to diagnose performance issues within out of the box and custom functionality through an intuitive reporting UI. System Audit Trail System audit trail acts like a security camera for all your Sitefinity Enterprise Edition content management activity and provides full accountability required. and transparency over user access and activity. Hierarchical Modules with Multiple Child Types Related Content Custom Fields For Pages Media Fields Across All Content The Dynamic Module Builder now supports content hierarchies where one parent types can contain multiple child types. Relate any type to any type. Manage one-to-one, one-tomany and many-to-many relationships productively and directly through the user Interface of Sitefinity. Extend pages with custom fields in order to meet a great variety of complex scenarios - semantic markup, page categorization, mega menus, integration with 3rd party systems and more. Sitefinity enables you to add unlimited images, galleries, videos or documents and directly display them in widgets. 14

Upgrading from Sitefinity 4.x/5.x: Marketing Custom URLs for better SEO Google Analytics integration improvements Email notifications for submission of online forms and Comments Control custom URL structure regardless of page hierarchy for better back-end control and access to vanity URLs. Easily see how a given website page performs by navigating to its analytics report using the contextual link. The analytics reports are also rebuild using the latest HTML5 technology. Easily notify users over email about form submissions and comments on the website. Enable comments for any content type Content preview for mobile devices Empower website users to comment on content and manage all comments from a central place. Test how your responsive pages are displayed before they are published and go live. Telerik Sitefinity has built-in test emulators for over 20 unique devices, so you can preview how your content will be seen by visitors across a multitude of devices. 15

Upgrading from Sitefinity 4.x/5.x: Marketing In-line editing Marketers can easily make changes to content and images as you browse the website. Administration Dashboard Image Thumbnails support Mobile-friendly, responsive framework Event calendars and support for recurring events Improve the experience for your mobile visitors and take advantage of the responsive layout and navigation widgets available out of the box. Easily create event calendars and enable website users to add events to their calendar. 16

Upgrading from Sitefinity 4.x/5.x: Marketing Breadcrumb and social sharing widgets Forums Search support for documents Content Personalization Shared content support for Page Templates Easily create online communities with discussion boards and forums. Empower website visitors to easily find content inside documents by easily indexing the contents of Word, PDF and text documents. Deliver personalized customer experiences across multiple channels to increase conversion rates and revenue. 17

Upgrading from Sitefinity 4.x/5.x: IT and Developers Connector for SharePoint Make the most out of your SharePoint assets by integrating with a platform that can manage and deliver them to your customers on any device. Sitefinity Enterprise Edition required. Deliver a holistic multichannel customer experience Connector for Marketo by tracking visitors website behavior and using lead Sitefinity Online Marketing or scoring to trigger Marketo workflows at every stage Enterprise edition required of the funnel. Connector for Salesforce Multisite Management Custom Attributes in Pages Capture leads and personalize their experience based on CRM information by synchronizing your Sitefinity web forms and users with Salesforce contacts. It is a two-way sync. Significantly reduce costs by managing multiple websites from one software instance with shared codebase, content, etc. Sitefinity Online Marketing or Enterprise edition required Sitefinity Enterprise Edition required. 18

Upgrading from Sitefinity 4.x/5.x: IT and Developers Custom Taxonomy Filters for Content Widgets Export and Import of dynamic content type structures Sitefinity Thunder Support for claims authentication Event-driven infrastructure 19

Upgrading from Sitefinity 4.x/5.x: IT and Developers Multilingual support for dynamic content types Site synchronization scheduling Performance improvements Granular control of responsive layouts Improved precompilation techniques for faster loading times. Improved back-end and front-end resources. Optimization of scripts and styles served to Sitefinity Widgets. Responsive rules can be controlled on the page or template level 20

Why is a CMS So Important? Content, while it has always a key component of a marketer s court, its prominence and power notched up in rank when it became the central component of delivering upon the promise of a great customer experience. The new drive for Customer Experience has driven content beyond just a nice way to market across a digital channel and into perhaps the only differentiator that remains. This dependency on content, and WCM as the primary system of engagement (SOE), has propelled the power of WCM as king widening the gap between it and its courtesans. *Cathy McKnight, Analyst, Digital Clarity Group *Source: https://www.linkedin.com/pulse/wcm-favorite-all-marketing-courtesans-now-cathy-mcknight-pmp?trk=prof-post 21

Support For help with upgrading, call your partner or contact us Documentation: http://docs.sitefinity.com/upgrade 22

Thank You 23