Setting up Personalization

In this article we are going to set up some personalization for our segments.

Ensure you have set up your first segment, which is a group of visitors you want to target for personalized website experiences.

Once that is done, you can move on to the next step and personalize the experience.

Applying personalization

You can apply personalization in two ways:

• On a specific page
• Via the personalization section

Personalizing a specific page

To personalize a specific page:

1. Go to any content node within Umbraco.
2. Open the node. You will find all Umbraco Engage workspace views on that specific node.
3. Go to the "Personalization" workspace view:

Accessing the 'Personalization' workspace view for a specific node in Umbraco

1. Clicking the workspace view takes you to an overview of all applied personalizations for the page.
2. Click Create personalized variant:

Overview of applied personalizations with the option to add a personalized variant

1. Under Select segment, select Choose to pick the segment for which you want to personalize the experience. Select + to create a new segment.
2. Provide a descriptive name for the personalization and a short description:

Popup for defining the segment

1. Click Submit.
2. Select the name of the new variant on its card. A split-view editor opens up, where you can create a personalized variant on the right side of the original page.
3. Edit specific properties of your Document Type depending on your segmentation setup. To set this up correctly, see the Setting up the Document Type for splitview editing article.

For example, you can specify a different title for this variant:

Split-view editor with options to create a personalized variant for the selected segment.

1. Click Save and preview to save and preview your applied personalization.

While previewing the personalization, you will see an extra querystring in the URL: https://<your url>/?engagePreviewAppliedPersonalization=<id>

This is only visible when previewing your personalization. Once published, visitors will see a single URL, and depending on their segment, they will view different content.

After publishing the website, visitors in the segment will see the personalized variant, while others will see the default content.

Congratulations, you've successfully set up your first personalization.

Applying personalization to multiple pages or per Document Type

You can also apply personalization to multiple pages at once. This can only be setup via the Engage section in Umbraco. Within that section you can go to the subsection Personalization and click on Apply new personalization:

Accessing the Personalization section in Engage

Here, you can specify to which pages or Document Types you want to apply the personalization. Also you need to specify for which segment this is triggered.

Setting up Personalization

With multiple pages and Document Types you can either add in some additional CSS or JavaScript code or personalize the experience via code. Add the code in the Custom code - CSS and Custom code - JavaScript sections. The CSS and JavaScript will automatically be added to the pages where the segment applies.