Installing Personalisation framework

Admin access to your site’s configuration assets is required to properly install this extension.

Your account manager will work with you to install and configure the personalisation framework so your Matrix simple edit users can begin writing personalized content for your site users.

Download and import

  1. Download the Personalisation-Framework.tgz import file from the Squiz Marketplace.

  2. Import into Matrix using Tools  Import Assets from XML.

    Make sure the root node you select when importing has a URL configured. Somewhere within the configuration area of your site’s implementation is an excellent choice.

Include the Edit+ config to your site

You need to add the Edit+ configuration to your site, so it is available in Edit+.

  1. In the configuration area of your Asset tree, navigate to Personalisation  Configuration  Includes  Personalisation editplus include.

  2. Copy the ID of this asset.

  3. Using a globals keyword, include that asset’s content in the Edit+ custom configuration, replacing <asset-id> with your asset ID.

    <!--@@ Personalisation Edit+ includes @@-->
    %globals_asset_contents_raw:<asset-id>%
  4. If you do not have a custom Edit+ include set up follow these instructions: Customising global edit configurations in the Edit+ Installation Guide.

Include the frontend config to your site

You need to add the frontend configuration to your site, so it is available in the footer of all your pages.

  1. In the Asset tree, navigate to Personalisation  Configuration  Includes  Personalisation frontend include.

  2. Copy the ID of this asset.

  3. Using a globals keyword, include that asset’s content in the footer of your site, replacing <asset-id> with the ID.

    <!--@@ Personalisation front end includes @@-->
    %globals_asset_contents_raw:<asset-id>%

Move "personalisation settings" under your main site

You need to move the personalization settings under your main site, so there is an interface to manage the personalisation.

  1. In the Asset tree, navigate to Personalisation  Configuration  Includes  Personalisation settings.

  2. Move this asset under your main site.

Check and update the Personalisation Settings

Verify that the personalisation settings are correctly applied to your main website.

  1. Open the "Personalisation settings" page in Edit+ and go to the content screen.

  2. Click the General settings tab.

  3. In the Content wrapper id field, add the name of the ID that is wrapping your content:

    • Do not include the # symbol from the ID (for example, specify the name as main, not #main).

    • If you do not have an ID on the wrapping div, you must add one.

Apply "Allowed Root Nodes" to personas

  1. In the Asset tree, navigate to Personalisation  Personas  First visit.

  2. Set the Allowed Root Nodes setting to your Site Asset ID.

  3. Repeat steps one and two for all Persona assets.

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