Personalisation framework

Overview

The personalisation framework extension lets you add granular personalisation to your page and component assets in Squiz Matrix.

The extension adds a traits layer to the personas and variations features in Matrix, which allows you to customize how users that visit your site see the content.

Prerequisites

Read the following information before installing and using the extension.

Table 1. Key package information

Minimum Matrix version

5.5.5.0

Extension type

Matrix implementation

Extension version

1.2.2

Installation method

Asset import

Interface availability

Edit+ mode (recommended)

Admin (supported)

Minimum user account level

System Administrator

Features

The personalization framework provides the following extensions to the personas and variations functionality in Matrix:

  • Track traits for your users.

  • Have users automatically assigned to personas based on their traits.

  • Target containers and variations to particular personas.

  • Manage personalisation settings from within the Edit+ authoring environment.

  • Test what content shows/hides for what personas in preview mode.

  • Programmatically apply users to personas (opt-in).

  • Associate multiple personas to both pages and containers.

  • Containers can have four types of evaluation logic applied:

    • all personas must match

    • any persona must match

    • all personas must not match

    • any persona must not match.

Limitations

This extension is not yet optimised for Matrix 6. Some features are not yet available in this Matrix version.

The following limitations apply to the extension:

  • Only Standard Page asset types and their containers can be personalized.

  • The framework requires JavaScript to run on your website, otherwise only default content is displayed.

  • Managing and applying rules to personas is currently not supported in _admin mode.

  • Personalisation does not work in private browsing mode on Safari iOS.

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