Sitecore Identify Contact

IdentifyContact.aspx

<%@ Page Language="C#" %>
 
<%@ Import Namespace="System" %>
<%@ Import Namespace="System.Linq" %>
<%@ Import Namespace="Sitecore.Analytics" %>
<%@ Import Namespace="Sitecore.Analytics.Model" %>
<%@ Import Namespace="Sitecore.Configuration" %>
<%@ Import Namespace="Sitecore.XConnect" %>
<%@ Import Namespace="Sitecore.XConnect.Client" %>
<%@ Import Namespace="Sitecore.XConnect.Operations" %>
<%@ Import Namespace="Sitecore.XConnect.Collection.Model" %>
<%@ Import Namespace="Sitecore.Security.Authentication" %>
<%@ Import Namespace="Microsoft.Extensions.DependencyInjection" %>
<%   
    var results = new StringBuilder();
 
    // Parameters
    string userName = Request.Form["userName"];
    string source = Request.Form["source"];
    string firstName = Request.Form["firstName"];
    string lastName = Request.Form["lastName"];
    DateTime? birthdate = DateTime.TryParse(Request.Form["birthdate"], out DateTime parsedDateTime) ? parsedDateTime : (DateTime?)null;
    string middleName = Request.Form["middleName"];
    string gender = Request.Form["gender"];
    string jobTitle = Request.Form["jobTitle"];
    string nickname = Request.Form["nickname"];
    string suffix = Request.Form["suffix"];
    string title = Request.Form["title"];
    string preferredLanguage = Request.Form["preferredLanguage"];
    string email = Request.Form["email"];
    string country = Request.Form["country"];
    
    Contact contact = null;
 
    if (!string.IsNullOrEmpty(userName) && !string.IsNullOrEmpty(source))
    {
        // Start up time watcher
        var watch = new System.Diagnostics.Stopwatch();
        watch.Start();
        
        // CreateAndLoginSitecoreVirtualUser
        try
        {
            Sitecore.Diagnostics.Log.Info("CreateAndLoginSitecoreVirtualUser begin", this);
            var virtualUser = AuthenticationManager.BuildVirtualUser(Sitecore.Context.Site.Properties["domain"]+"\\"+userName, true);

            Sitecore.Security.UserProfile profile = virtualUser.Profile;
            profile.Name = firstName;
            profile.Email = email;
            profile.Save();
            AuthenticationManager.LoginVirtualUser(virtualUser);

            Sitecore.Diagnostics.Log.Info("CreateAndLoginSitecoreVirtualUser success. username "+virtualUser.Name, this);
        }
        catch (Exception ex)
        {
            Sitecore.Diagnostics.Log.Error("Error in CreateAndLoginSitecoreVirtualUser. ", ex, this);
        }
        
        // IdentifyAs
        var isTrackingActive = Tracker.Enabled && (Tracker.Current != null) && Tracker.Current.IsActive;
 
        if (isTrackingActive)
        {
            // Identify
            bool identified;
            try
            {
                //Tracker.Current.Session.IdentifyAs(source, userName);
                //identified = true;
                var identificationManager = Sitecore.DependencyInjection.ServiceLocator.ServiceProvider.GetRequiredService<Sitecore.Analytics.Tracking.Identification.IContactIdentificationManager>();
                var result = identificationManager.IdentifyAs(new Sitecore.Analytics.Tracking.Identification.KnownContactIdentifier(source, userName));
                if(!result.Success)
                    throw new Exception($"{result.ErrorCode} - {result.ErrorMessage}.");
                else
                    identified = true;
            }
            catch (Exception ex)
            {
                results.AppendLine("Error identifying contact: "+ex.Message+" - StackTrace: "+ex.StackTrace);
                identified = false;
            }
 
            // Get contact with facets to show its info
            if (identified)
            {
                var contactExpandOptions = new Sitecore.XConnect.ContactExpandOptions(PersonalInformation.DefaultFacetKey, EmailAddressList.DefaultFacetKey);
                using (XConnectClient client = Sitecore.XConnect.Client.Configuration.SitecoreXConnectClientConfiguration.GetClient())
                {
                    try
                    {
                        var reference = new IdentifiedContactReference(source, userName);
                        contact = client.Get<Contact>(reference, contactExpandOptions);
                        
                        var doSubmit = false;
 
                        // PersonalInformation Section
                        var personalInformationFacet = contact.GetFacet<PersonalInformation>(PersonalInformation.DefaultFacetKey);
                        if (personalInformationFacet == null)
                        {
                            var personalInformation = new PersonalInformation()
                            {
                                FirstName = firstName,
                                LastName = lastName,
                                Birthdate = birthdate,
                                MiddleName = middleName,
                                Gender = gender,
                                JobTitle = jobTitle,
                                Nickname = nickname,
                                Suffix = suffix,
                                Title = title,
                                PreferredLanguage = preferredLanguage
                            };
     
                            client.SetFacet(contact, PersonalInformation.DefaultFacetKey, personalInformation);
                            doSubmit = true;
                        }
                        else if (!string.Equals(personalInformationFacet.FirstName, firstName) ||
                                !string.Equals(personalInformationFacet.LastName, lastName)||
                                !DateTime.Equals(personalInformationFacet.Birthdate, birthdate)||
                                !string.Equals(personalInformationFacet.MiddleName, middleName)||
                                !string.Equals(personalInformationFacet.Gender, gender)||
                                !string.Equals(personalInformationFacet.JobTitle, jobTitle)||
                                !string.Equals(personalInformationFacet.Nickname, nickname)||
                                !string.Equals(personalInformationFacet.Suffix, suffix)||
                                !string.Equals(personalInformationFacet.Title, title)||
                                !string.Equals(personalInformationFacet.PreferredLanguage, preferredLanguage))
                        {
                            personalInformationFacet.FirstName = firstName;
                            personalInformationFacet.LastName = lastName;
                            personalInformationFacet.Birthdate = birthdate;
                            personalInformationFacet.MiddleName = middleName;
                            personalInformationFacet.Gender = gender;
                            personalInformationFacet.JobTitle = jobTitle;
                            personalInformationFacet.Nickname = nickname;
                            personalInformationFacet.Suffix = suffix;
                            personalInformationFacet.Title = title;
                            personalInformationFacet.PreferredLanguage = preferredLanguage;
 
                            client.SetFacet(contact, PersonalInformation.DefaultFacetKey, personalInformationFacet);
                            doSubmit = true;
                        }
     
                        // EmailAddressList Section
                        var emailAddressListFacet = contact.GetFacet<EmailAddressList>(EmailAddressList.DefaultFacetKey);
                        if (emailAddressListFacet == null)
                        {
                            var emails = new EmailAddressList(new EmailAddress(email, true), "Work");
                            client.SetFacet(contact, EmailAddressList.DefaultFacetKey, emails);
                            doSubmit = true;
                        }
                        else if (!string.Equals(contact.Emails()?.PreferredEmail?.SmtpAddress, email))
                        {
                            emailAddressListFacet.PreferredEmail = new EmailAddress(email, true);
                            emailAddressListFacet.PreferredKey = "Work";
 
                            client.SetFacet(contact, EmailAddressList.DefaultFacetKey, emailAddressListFacet);
                            doSubmit = true;
                        }
                        
                        // User Location
                        var userLocationInfo = new WhoIsInformation()
                        {
                            Country = country
                        };
                        if (Tracker.Current.Interaction.GeoData.Country != userLocationInfo.Country)
                        {
                            Sitecore.Analytics.Tracker.Current.Interaction.SetWhoIsInformation(userLocationInfo);
                        }
     
                        if (doSubmit)
                        {
                            // Remove contact data from shared session state - contact will be re-loaded
                            // during subsequent request with updated facets
                            var manager = Factory.CreateObject("tracking/contactManager", true) as Sitecore.Analytics.Tracking.ContactManager;
                            if (manager != null)
                            {
                                manager.RemoveFromSession(Tracker.Current.Contact.ContactId);
                                Tracker.Current.Session.Contact = manager.LoadContact(Tracker.Current.Contact.ContactId);
                            }
     
                            client.Submit();
                        }
                    }
                    catch (XdbExecutionException ex)
                    {
                        results.AppendLine("Error: "+ex.Message+" - StackTrace: "+ex.StackTrace);
                    }
                }
            }
        }
        else
            results.AppendLine("Tracker is disabled");
 
        // Show contact details
        if (contact == null)
            results.AppendLine("Contact not found");
        else
        {
            results.AppendLine("Contact ID: "+contact.Id.ToString());
            results.AppendLine();
            foreach (var identifier in contact.Identifiers)
                results.AppendLine("Source: '"+identifier.Source+"' - Identifier: '"+identifier.Identifier+"'");
 
            var emailAddressList = contact.GetFacet<EmailAddressList>();
 
            // Get E-mail
            email = "None";
            if (emailAddressList != null && emailAddressList.PreferredEmail != null && !string.IsNullOrEmpty(emailAddressList.PreferredEmail.SmtpAddress))
                email = emailAddressList.PreferredEmail.SmtpAddress;
 
            // Anonymous
            var anonymous = contact.IsKnown ? string.Empty : " (Anonymous)";
            results.AppendLine();
            results.AppendLine(anonymous);
        }
 
        watch.Stop();
        results.AppendLine();
        results.AppendLine("Execution Time: "+watch.ElapsedMilliseconds+" ms");
    }
%>
<!DOCTYPE html>
<html lang="en" xmlns="http://www.w3.org/1999/xhtml">
    <head>
        <meta charset="utf-8">
        <meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
        <!-- Bootstrap CSS -->
        <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/bootstrap@4.0.0/dist/css/bootstrap.min.css" integrity="sha384-Gn5384xqQ1aoWXA+058RXPxPg6fy4IWvTNh0E263XmFcJlSAwiGgFAW/dAiS6JXm" crossorigin="anonymous">
        
        <title>Identify Contact</title>
    </head>
    <body>
        <h1>Identify Contact</h1>
     
        <form method="post">
            <div class="container">
                <div class="row mb-3">
                    <label for="source" class="col-sm-2 col-form-label">Identifier Source:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="source" name="source" value="<%=source%>" required/>
                    </div>
                    <label for="userName" class="col-sm-2 col-form-label">Identifier value (username):</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="userName" name="userName" value="<%=userName%>" required/>
                    </div>
                </div>

                <div class="row mb-3">
                    <label for="email" class="col-sm-2 col-form-label">Email:</label>
                    <div class="col-sm-4">
                        <input type="email" class="form-control" id="email" name="email" value="<%=email%>" required/>
                    </div>
                    <label for="firstName" class="col-sm-2 col-form-label">First Name:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="firstName" name="firstName" value="<%=firstName%>" required/>
                    </div>
                </div>

                <div class="row mb-3">
                    <label for="middleName" class="col-sm-2 col-form-label">Middle Name:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="middleName" name="middleName" value="<%=middleName%>" />
                    </div>
                    <label for="lastName" class="col-sm-2 col-form-label">Last Name:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="lastName" name="lastName" value="<%=lastName%>" />
                    </div>
                </div>

                <div class="row mb-3">
                    <label for="birthdate" class="col-sm-2 col-form-label">Birthdate:</label>
                    <div class="col-sm-4">
                        <input type="date" class="form-control" id="birthdate" name="birthdate" value="<%=birthdate%>" />
                    </div>
                    <label for="gender" class="col-sm-2 col-form-label">Gender:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="gender" name="gender" value="<%=gender%>" />
                    </div>
                </div>

                <div class="row mb-3">
                    <label for="jobTitle" class="col-sm-2 col-form-label">Job Title:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="jobTitle" name="jobTitle" value="<%=jobTitle%>" />
                    </div>
                    <label for="nickname" class="col-sm-2 col-form-label">Nickname:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="nickname" name="nickname" value="<%=nickname%>" />
                    </div>
                </div>

                <div class="row mb-3">
                    <label for="suffix" class="col-sm-2 col-form-label">Suffix:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="suffix" name="suffix" value="<%=suffix%>" />
                    </div>
                    <label for="title" class="col-sm-2 col-form-label">Title:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="title" name="title" value="<%=title%>" />
                    </div>
                </div>

                <div class="row mb-3">
                    <label for="preferredLanguage" class="col-sm-2 col-form-label">Preferred Language:</label>
                    <div class="col-sm-4">
                        <input type="text" class="form-control" id="preferredLanguage" name="preferredLanguage" value="<%=preferredLanguage%>" />
                    </div>
                </div>

                <div class="row mb-3">
                    <div class="col-sm-10 offset-sm-2">
                        <button type="submit" class="btn btn-primary">Submit</button>
                    </div>
                </div>
            </div>
        </form>
     
        <%
        // Show results
        if (results.Length > 0)
        {
        %>
            <h2>Results</h2>
            <pre><%=results.ToString()%></pre>
        <%
        }
        %>
        
        <script src="https://cdn.jsdelivr.net/npm/bootstrap@4.0.0/dist/js/bootstrap.min.js" integrity="sha384-JZR6Spejh4U02d8jOt6vLEHfe/JQGiRRSQQxSfFWpi1MquVdAyjUar5+76PVCmYl" crossorigin="anonymous"></script>
    </body>
</html>

Put this file into your Sitecore CD website file system and open it on web browser.