A Simple Walk Through To Demonstrate The Ease At Which You Can Create Effective Personalization

High Score Labs News   •   March 2, 2018

As a leader in experience management, Sitecore has one very cool feature, personalization. Personalization allows you to engage your target audience in context to their experience. This allows you to show specific content to visitors based on different criteria (like visitor information, geoip, Sitecore items, goals, campaigns, engagement value points, profile value points and engagement plans). One way this is done is by using the Sitecore rule engine, which is also very customizable, to fit your needs. By using Sitecore’s personalization engine, you can change a rendering data source (its content), hide it, or completely change rendering to another one.

How is this useful? Let’s create an example of using personalization: show different banners for visitors based on their country. So, now we will need a rendering for a banner, then a template for the banner to hold an image, text and the link. Next, create a page with this rendering on it. Now let’s say, we want to have different banners for a visitor that is from the US and a different one for France. The default banner will be used for the rest of the countries.

Next, we will create personalization rules for our banner. From either the experience editor or the content editor, we can open personalization dialog using presentation details. As shown from content editor:

Or using Experience Editor:  point to the banner rendering and click on the following button:

Next, in the personalization popup, add a new rule by clicking on the following button:

Specify the name for the rule – for Example US, click edit rule, find the rule for ‘visitor country’ and click on it:

Click on the “compares” and choose “is equal to”:

Then click on the “specific country” link and choose “United States”:

Click on “OK” button in the rule editor dialog popup. Next, in the personalization dialog choose the US data source item:

Repeat this step for the France. Now you should have following personalization rules setup for your rendering:

Sitecore will evaluate the personalization rules in the order that they appear in the Personalization dialog box to find first “true” condition. The default rule is used if visitor meets none of the other conditions.

Now, in the Experience Editor we have new option to switch between conditions, lets switch to the US condition from the default one, so we can see how the rendering will look like if the visitor is from US:

Or from France:

If we want to hide a rendering from the presentation based on specified conditions, there is a switch for that:

So, in our case, we hide the rendering if none of the conditions above are met (not from the US or France).

Now in the content editor, we can see the number of personalization rules that we have set for our rendering:

In case we want to change our rendering to a different one based on set conditions/rules, we can switch on “Personalize the presentation of the component” option, so the new option to change rendering for the condition will appear:

Also, on the left side of our personalization dialog popup we can see some simplified statistics for our conditions:

The “Reach” field indicates the percentage of visitors who met the condition, out of all of the visitors who viewed the component. If the rule is in an active test, it is calculated for the duration of the test. If the rule is not in an active test, it is calculated for the last 30 days.

The “Effect” is calculated as the difference in percent between the trailing value per visit of the personalized experience and the default experience for the visitors who meet the condition. For variants that have not been tested, the effect is shown as 0. The effect for the Default variant is always 0 and therefore the Effect field is not displayed for the Default variant.

Want to see how Chapin Industries can help you redefine your marketing strategy using personalization and other tools available in Sitecore?