Using Personalisation framework
To create traits and apply them to content, you must be a simple edit user (Edit+) or higher. |
Terminology
The following terms are used extensively in this article. Review the following terminology before continuing with the setup procedures.
- Personas
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Personas are used to define a user type—for example, a “first-time” visitor. With the framework installed, extra data about the persona is saved to the Persona asset in Matrix. See the Persona documentation for general information about the Persona asset type.
- Traits
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A trait is an attribute of a persona. Think of traits as facts that you want to store about users as they visit the site.
- Variations
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Variations are settings that can be applied to pages within Matrix. Once a Persona is applied to a Variation, the page’s content will only show for that persona. See Variation Settings in the Standard Page documentation for more information about setting up Variations manually.
Persona conditions
Conditional operators are used for evaluating traits associated with the persona and determining how a user fits into a persona.
You use these conditions in the Persona evaluation section.
Operator | Description |
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Equals |
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Equals if set |
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Not |
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Not if set |
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Less than |
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Less than if set |
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Greater than |
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Greater than if set |
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Not set |
You can evaluate different traits with the same operator. But you can not evaluate the same trait with different operators.
For example, if you want to use the trait site-visits
in a persona, you could not use evaluation conditions in the following way:
site-visits > 5 < 10
Personalisation settings
Most of the personalization management is handled in Edit+ through the content screen of the Personalisation Settings page. The settings are broken into the following tabs:
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General settings
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Personas
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Tracking Rules
General settings
The general settings tab allows you to define the following variables.
Variable | Description |
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Persona metadata |
The asset ID of the metadata field applied to each content container. This field links the metadata to the asset that stores the targeting rules. |
Content wrapper id |
The unique CSS ID of the main page container. This ID is used within the frontend personalization code to specify where the framework should look for sections of content to be personalized. |
Built-in personas
The personalisation framework comes with three built-in personas:
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First-time visitor
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Return visitor
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Campaign visitor
These use traits and conditions to validate if a user fits into one or more of these personas.
You can customize the built-in persona names to suit your specific personalization needs. If you need to add more personas beyond the built-in personas, see Adding a persona. |
Adding a persona
The following can only be done through the Admin interface. |
Follow these steps to add additional personas to your site:
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Locate the
folder in the Asset tree. -
Right-click on the Personas folder and select
to add a persona asset within this folder.Keep all persona assets you create as direct children of the Personas folder. Personas stored within a sub-folder structure are ignored. -
Name the asset according to the name you want the persona to have in editing interfaces.
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In the Allowed Root Nodes field, select a root node that includes your site content.
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Edit the details screen of the persona:
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Enable the Client Side Evaluation Settings setting.
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Set a unique key for the persona. The key must be lower-case, unique, and must not be changed after it is set.
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Click Save to save your changes
Customising a persona
Edit+ offers an interface to manage personas easily. To finish editing the persona:
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In Edit+, open the Personalisation settings asset and select the content screen.
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Open the Personas tab.
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Set the persona attributes according to the reference table in this section.
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Click Save to save the changes you made to the persona.
Persona Attribute | Description |
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Colour |
Select a color to help identify the persona. Answer these questions when selecting a color:
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Summary |
Describe what the persona targets and how it should be used. The testing tool shows this summary in preview mode when editing page content. |
Conditions |
You can add and remove as many rows of conditions as required using the Add a condition, and Remove buttons. Each condition lets you specify the following values:
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You should now see an updated list of personas, with your new color-coded persona in the list.
You can now use your persona for targeting content in Edit+ mode, and testing content in preview mode.
Tracking rules
Tracking rules are used to learn information about users to help decide which personas they should belong to, based on things we can infer from their browsing activity.
Tracking rules help you decide which personas a user should belong to based on their browsing activity.
You can collect information about a user’s browsing habits at the following points during page loading:
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when a page is viewed
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when the Document Object Model (DOM) is loaded
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before personas are evaluated, and content is organized.
The following tracking concepts are supported and can be further customized with some of the other available options, such as path match (described below).
Tracking Concept | Example Uses | ||
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Visits the site (or part of the site) |
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Site navigation |
What is the most popular site sub-section within a particular section of the site? Which top-level section is most popular for this user? |
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Metadata tags |
Most popular metadata tags on pages visited by the user across the site (or a part of the site). For example, given a particular metadata tag name, which value is most popular on the pages visited by this user? |
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Referrer |
What is the most popular referrer tracking multiple site entries? What is the most recent referrer entry to the site? |
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URL Variables |
What URL variables were present when entering the site. For example, what marketing UTM tracking codes were present in the URL when the user landed on the site? |
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Browsing location |
What country is the user browsing the site from?
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If the current page view has updated the tracking logic, which would lead to the user being evaluated into a different persona, this evaluation can happen within the same page view.
Adding a tracking rule
You add tracking rules from the tracking rule page.
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Click Add on the Tracking tab to load the tracking rule page.
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See the reference table for the list of available parameters you can set.
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Apply the parameters to your tracking rule.
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Click Add/update (not the Save button at the top of the page) to save your tracking rule.
Parameter | Description | ||
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Key |
The key for the tracking rule. This must contain only lower-case letters and hyphens. |
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Note |
A description that explains how this tracking rule works for Edit+ users. |
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Tracking source |
The source used to inform the tracking rule. Tracking sources include the following:
Additional configuration is required for Geolocate, which Squiz Support can help you set up. |
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Tracking output |
How the data should be tracked. There are a few options available. However, not all options work with all tracking sources.
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Vfield |
This field will only display for |
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Mfield |
This field will only display for |
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Gfield |
This field will only display for
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Pathmatch |
Can be used with any tracking type - allows scoping the rule to only take any action if the current page view matches the path. Regular expression syntax controls the matching logic for this tracking rule. A normal path is also valid in this parameter. For example, |
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Trait |
The unique key of the trait that the tracking data should be stored in. |
Personalisation testing tool
You can view how users will see your content through the regular Edit+ Preview feature.
When personalization features are active on the asset you are editing, an extra option becomes available to the right of the screen size icon.
Click the option to enable the Personalisation Testing Tool, which is available from the left of the screen.
You can simulate one or more personas within the page you are previewing.
You can also highlight the personalized content that is on the screen. This does not affect how the content is displayed on your frontend: it is a way for you to simulate what your users will see.