Personalization Part 2 - Personalization and the Experience Editor

David Walker, Senior Sitecore Architect // June 02, 2017

Are You Experienced?

In our previous post on Sitecore Personalization, we discussed why personalization is so important and showed you step by step how to set it up using the Sitecore Content Editor.

In this post we will now show you how to dramatically increase your productivity when configuring personalization by utilizing the Sitecore Experience Editor. The Experience Editor is a WYSIWYG editor that allows you to easily make changes to items directly on the page and in older versions of Sitecore it was formerly known as the Page Editor.

You may remember from our first post, that in order to personalize any content within Sitecore, ideally you need different versions of that content for each variation that you would like to display.

In this example, I have installed a clean Sitecore 8.2 Update 3 site and then created alternate content items for the home page. Then, I created rules that show how to personalize the content for each day of the week - Monday through Friday.

STEP BY STEP INSTRUCTIONS FOR PERSONALIZING CONTENT VIA THE EXPERIENCE EDITOR:

  • Select the item you wish to Personalize.
  • Click Publish tab in the ribbon and then click the Experience Editor button in the Publish section.
  • Now, you simply click the component you wish to personalize.
  • Then on the Toolbar popup you click the “Personalize” button.
  • In the “Personalize the component” dialog that opens, click “Add personalization rule” button.
  • Finally, select the appropriate rule you would like to use, enter the appropriate criteria for the macro and select the Content and/or the Presentation Rendering that you would like to use.

As you can see by comparing this to configuring this via the Content Editor, the Experience Editor actually saves you at least 4 or 5 clicks/steps per component. Not only that, but it actually allows you to preview and inline edit what each and every personalized component will look like. This is revolutionary! Prior to Sitecore 8, in order to see what the component/site would look like based on the various possible personalization settings required a tremendous amount of “hoops”, such as: fake user accounts, some kind of “back door” that would let you “impersonate” a specific user and/or some other type of homegrown configurations and settings. No more. Now you can not only easily see what the page will look like, but edit it as well, no matter the user.

In future blog posts we will continue sharing even deeper insight into personalization, from creating custom personalization rules, integrating third party data sources, and much more...so follow Layer One Media on Twitter or sign up for our monthly email to be notified about new posts.

Now that you know how to do it, have you identified your marketing strategy? Are your personas current? Have you identified your business use cases for personalization that would be most beneficial for you and your customers? Is it data that you currently have integrated into your Sitecore Experience Platform? If you need any assistance with these questions, whether it is defining your strategy, the best approach to integrating the data you need in order to deliver on that strategy within the Sitecore Experience Platform, or any other needs, reach out to the Layer One Team with your Sitecore CMS needs

Sitecore, User Experience, Digital Strategy, Web Experience Platforms

back to impulse