Umbraco Engage
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13.latest (LTS)
13.latest (LTS)
  • Umbraco Engage Documentation
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  • Marketers and Editors
    • Introduction
      • The Umbraco Engage Section
      • Content Apps
      • The Umbraco Engage Cookie
    • Analytics
      • What is measured by default
      • Client-side Events
      • Types Of Clients
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      • Scroll Heatmap
      • Google Analytics vs Umbraco Engage
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    • A/B Testing
      • What is A/B testing
      • Types of A/B Tests
        • Single-page A/B Test
        • Multiple Pages Test
        • Document Type Test
        • Split URL Test
      • Setting up the A/B Test
      • Previewing an A/B Test
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    • Personalization
      • Creating a Segment
      • Setting up Personalization
      • Cockpit Insights
      • Implicit and Explicit Personalization
        • Setting up the customer journey
        • Personas
        • Implicit Personalization scoring explained
        • Content Scoring
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        • Bridging Library for Google Tag Manager
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        • Create your own events
      • Extending Analytics
        • Getting the Correct IP Address
        • Sending data to the GTM Datalayer
    • A/B testing
      • Retrieving A/B test variants in C#
    • Personalization
      • Implement your own segment parameters
      • Retrieve segment information from code
      • Add custom scoring
    • Profiling
      • External Profile Data
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      • Headless Example
  • Security and Privacy
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  • Tutorials
    • Overview
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    • Create a Personalized Popup in 5 minutes
    • How to set up an A/B Test
    • Marketing Resources
      • Generic Topbar Template
      • Generic Popup Template
      • Generic Exit Intent Popup Template
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  • Applying personalization
  • Personalizing a specific page
  • Applying personalization to multiple pages or per Document Type

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  1. Marketers and Editors
  2. Personalization

Setting up Personalization

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

PreviousCreating a SegmentNextCockpit Insights

Last updated 6 months ago

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Ensure you have set up , 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 content apps on that specific node.

  3. Go to the "Personalization" content app:

  1. Clicking the content app takes you to an overview of all applied personalizations for the page.

  2. Click Add personalized variant:

  1. Select the segment from the dropdown for which you want to personalize the experience in the popup.

  2. Provide a descriptive name for the personalization and a short description:

  1. Click Add variant.

  2. A split-view editor opens up, where you can create a personalized variant on the right side of the original page.

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

  1. Click Save & 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 visiblee 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:

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.

With multiple pages and Document Types you can either add in some additional CSS or JavaScript code or personalize the experience via code. You can add CSS JavaScript via the button "Include CSS/JavaScript". The CSS and JavaScript will automatically be added to the pages where the segment applies.

Edit specific properties of your Document Type depending on your segmentation setup. To set this up correctly, see the article.

Setting up the Document Type for splitview editing
your first segment
Accessing the 'Personalization' content app for a specific node in Umbraco
Overview of applied personalizations with the option to add a personalized variant
Popup for defining the segment
Split-view editor with options to create a personalized variant for the selected segment
Editing a personalized variant with a different title in the splitview editor
Accessing the Personalization section in Engage
Setting up Personalization