Personalizations in DX Edit mode

  Written by The Jahia Team
 
Marketers
   Estimated reading time:

Personalization is the ultimate online marketing feature that allows marketers to tailor the content displayed to the visitors in order to improve their customer experience by providing more accurate content, by anticipating their needs, by simplifying their digital life. Personalization is the art of showing the right content to the right person at the right moment.

1. Personalization definition

Personalization is the fact to deliver a specific content to a particular visitor based on what you know about him.

2. How personalization works

Personalization works by selecting an area in a page and adding multiple content items called variants in that area. Each variant is associated with conditions.

When a user arrives on the page, Digital Experience Manager receives the contextual information about that visitor from the Context Server, evaluates if and what variants conditions are matched by this visitor and displays the most appropriate one.

3. Personalize a content

Personalization experiences are created directly in Digital Experience Manager, in-context.

To create a personalized experience

  1. Go into any page of site (powered by Digital Experience Manager).
  2. Right click on the content on which you want to create personalized experience
  3. Click on Add personalization
    •  A list is created that now surrounds the previously existing content
    •  A toolbar appeared
    ‚Äč
  4. Now you are ready to add other content items inside the personalized section.
  5. To add content you can
  6. Create a brand new content item by clicking on the plus icon in the toolbar
  7. Copy and paste existing content from your repository (the content is duplicated)
  8. Copy and paste a reference to existing content (an alias is created)
  9. Cut and paste existing content from your repository (the content is moved)

Each time a content is added to the Experience, the counter is updated

Thanks to the previous and next arrows, you can scroll the different content items. The name of the current item is displayed in a button.

To edit the properties of an item, scroll back or forward to make the content item appear, then right-click on edit, as you would do to edit any other content item in Digital Experience Manager Edit Mode.

Once youve created all your variants, you have to define, for each of them, the personalization rule that will define if the variant should be served to a visitor accessing this page or not.

Right-click in the toolbar and select Edit, or click on the button containing the current variant name:

In both cases, the following dialog will open. The first tab Content is selected by default.

Field

Usage

System name

Name of the variant in the repository

Active

Checked by default. Uncheck to stop / pause the personalization process

Ajax rendering

If youre experiencing troubles to display some of the variants it may be because of a JavaScript or css conflict. That situation can happen in particular with content coming from an external service and embedded in your page. Check the box to try an alternate type of rendering and see if it solves the issue.

Starts on

The personalization will start on that date. If the field remains empty, the personalization will start immediately (as soon as the page is published)

Ends on

The personalization will stop automatically at that date. If the field remains empty, the personalization will never, until a manual action.

Random content

Digital Experience Manager will display randomly a variant between all the variants that match

Matching conditions first content

Digital Experience Manager will display the first variant WITH A CONDITION that matches in the order of the list.

Fallback variant

Defines which variant Digital Experience Manager should display if a visitor doesnt match any of the variants. If this field is empty, such a visitor will see nothing, the Experience will be empty.

4. Personalize a page

Personalization can also be applied directly at the page level, again, in-context.

To personalize a page

  1. From DX, right click on the page that you want to personalize
  2. Click on Add personalization
    A toolbar appeared at the top right of the page
  3. Now you are ready to add a new page variant
  4. To add a new page variant you can click on the + Add button. It will copy the existing page as a new page variation
  5. To edit the properties of a page variation, use the arrows of the toolbar to go to your variant and then use this edit button:
  6. To edit the first page variant and the conditions of how they will display, you can use the DX existing edit button as follow (or use the right click => edit in the site tree panel).
  7. You can now edit the conditions that will define if a variant should be displayed or not, as you would do for any content.  

 

 

 

 

5 Conditions

5.1 Accesssing variant conditions

  1. Click on the third tab Variant conditions in the Edit dialog

conditions.png

5.2 Display strategies and ordering 

Before defining the conditions, you'll need to choose a display strategy : 
  • First content matching conditions: The first item of the list having a condition that matches the current profile and context will be displayed
  • Random content: An item is randomly choosed out of all items in the list that match the conditions
  • Sorted by score:  Each condition will have to be associated to a score. The item with the highest  score will be displayed.

personalization-display-strategies.png

Using "First content matching conditions" or "Sorted by score", you might want to reorder your variants. This can be done using drag n drop, as shown below:

5.3 Edition the conditions

Understand how to build conditions on the dedicated page: condition builder