Creating personalizations in Site Settings

  Written by The Jahia Team
 
Marketers
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Note: Marketing Factory is renamed to jExperience in version 1.11 and Apache Unomi is renamed to jCustomer. The 1.10 documentation has been updated to reflect the product name change.

In Site Settings, you can apply a personalization to a content folder, content on a webpage, or to a page.

When you create a personalization, you specify:

  • Whether the personalization applies to a content folder, content on a page, or to an entire page
  • A default variant and additional variants
  • How much traffic to allocate to each variant
  • The duration of the personalization
  • The goal for the personalization

Adding a personalization to a content folder

You can add a personalization to a content folder.

To add a personalization to a content folder:

  1. In Edit mode, navigate to Site Settings>jExperience>Personalizations and optimization tests.
  2. Select Create new>Personalization.
  3. In the Create new Personalization page, in Configuration>Type, select Content from the Object type field.
  4. In the Location field, select ​In a content folder.
  5. Then, click Show the page picker 
    personalization_page_picker.png
    . Navigate the site tree and select the folder that you want to apply the personalization to.
    personalization_site_tree_content_folder.png
  6. In Display strategy, specify how variants display to website visitors. Select one of the following options:
    • First content matching conditions
      Displays the first item in the Variants list that has a condition that matches the current profile and context.
    • Random content
      Displays content randomly from all items in the Variants list that match the conditions.
    • Sorted by score
      Displays content with the highest score. Each condition must be associated with a score.
  7. In Title, enter a title for the personalization.
  8. Then, click Create. Additional configuration options become available.

Next how variants display to users.

Adding a personalization to content on a page

You can add a personalization to a content area on a website.

To add a personalization to a content area on a page:

  1. In Edit mode, navigate to Site Settings>jExperience>Personalizations and optimization tests.
  2. Select Create new>Personalization.
  3. In the Create new Personalization page, in Configuration>Type, select Content from the Object type field.
  4. In the Location field, to apply the personalization to a webpage, select ​In a webpage.
  5. Then, click Show the page picker 
    personalization_page_picker.png
    . Navigate the site tree and select the webpage that you want to apply the personalize to.
    personalization_site_tree.png
  6. In Target content path, click Show visual picker 
    personalization_visual_picker.png
    . On the site page, click on the content that you want to personalize. Then, click OK.
    add_personalization_to_webpage_content.png
  7. In Display strategy, specify how variants display to website visitors. Select one of the following options:
    • First content matching conditions
      Displays the first item in the Variants list that has a condition that matches the current profile and context.
    • Random content
      Displays content randomly from all items in the Variants list that match conditions specified for the personalization.
    • Sorted by score
      Displays content with the highest score. Each condition must be associated with a score.
  8. In Title, enter a title for the personalization.
  9. Then, click Create. Additional configuration options become available.

Next, specify how variants display to users.

Adding a personalization to a page

To add a personalization to a page:

  1. In Edit mode, navigate to Site Settings>jExperience>Personalizations and optimization tests.
  2. Select Create new>Personalization.
  3. In the Create new Personalization page, in Configuration>Type, select Page from the Object type field.
  4. Click Show the page picker 
    personalization_page_picker.png
    . Navigate the site tree and select the page that you want to personalize.
    personalization_site_tree.png
  5. In Display strategy, specify how variants display to website visitors. Select one of the following options:
    • First content matching conditions
      Displays the first item in the Variants list that has a condition that matches the current profile and context.
    • Random content
      Displays content randomly from all items in the Variants list that match the conditions specified for the personalization.
    • Sorted by score
      Displays content with the highest score. Each condition must be associated with a score.
  6. In Title, enter a title for the personalization.
  7. Then, click Create. Additional configuration options become available.

Next specify how variants display to users.

Specifying how variants display to users

Next define the variants to display on the content or page personalization, conditions that determine when variants display, the time period during which the personalization displays to users, and whether the personalization is active.

To specify personalization settings:

  1. Next, you must select one or more additional variants and define a control variant. To add a variant:
    1. Click Add variant.
    2. In the dialog, select a content type for the variant and click OK.
    3. Then, in the New Content page, specify settings for the content.
      For example, choose Content:Structured>News entry and then provide content for the news entry in the New Content page.
    4. Do one of the following:
      • Click Save to save the variant.​​
      • Click Save and Add New to save the variant and to create another variant of the content type.
    5. Add additional variants as needed.
      variants-2.png
    6. To specify the fallback variant, select the check box beside a variant. The fallback variant is the variant that displays if criteria for a visitor does not match any of the variants.
    7. To change the order in which variants display in the list, select the drag and drop handle variant-reorder.png beside and variant.
  2. To edit the conditions, see the conditions page.
  3. To limit the duration of the test, in Options, choose a start and end date for the test.
  4. Click Save personalization and then choose one of the following options.
  • Save
    Choose to save the personalization without publishing changes.
  • Save and publish
    Choose to save and publish changes immediately.
  • Save and request publication
    Choose to save and request publication from another user.

​If you have started the personalization, you can view a report on the personalization.

Editing a personalization

To edit a personalization:

  1. In Edit mode, navigate to Site Settings>jExperience>Personalizations and optimization tests.
  2. Filter the page by personalizations.
  3. Open a test for editing by clicking on a personalization in the list.
  4. Modify fields as necessary.
  5. Click Save personalizaton test.