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The information on this page relates to beta testing within the DXP

This documentation includes information for selected beta testers within the DXP. DO NOT use this unless you have been instructed to do so.

Apply personalization to content page blocks

The previous tutorial steps describe how you set up the Customer Data Platform (CDP) to track user events on your website and set up segment rules that group customers based on particular event conditions. This tutorial step describes how a content author uses the CDP configuration to personalize the content on a website based on the segments users are moved into if they consent to this.

Before you start

  • Read Personalization (Pink Blocks) for an overview of segments and how to add a segment to a page.

  • The steps describe how you set up a content block to show personalized information based on user segments.
    You must decide what content you add for the Customer and Prospect segments in this step. You can invest time in tailoring the content to fit your specific needs or keep the content simple if you want to complete the tutorial and see personalization in action.

Steps

  1. Add a content page to your site and name it Conference Information.

    Read the Adding assets page in the CMS documentation for information on how to do this.

  2. View the Content tab of the content page to use Page Builder.

  3. Add formatted text or a component for your new content block.

    This initial selection is what all site visitors see when they view this page.

  4. Ensure the segment to which you want to make the content available is selected in the main interface.

  5. Click the chosen content block’s more_horiz icon in the Page layout.

  6. Select the "Personalize for <selected_segment>" menu option.

    A dialog box will present with the following options:

    Duplicate current content

    Use this option if you want to use the same content across segments.

    Add Component

    Use this option if you want to use another component for the chosen segment.

    Add text

    Use this option if you want to add a text field with the existing component.

    Hide (leave blank)

    Use this option if you want to hide this component for the chosen segment.

    Select the option that best suits your needs and click Continue

  7. Make any required changes.

  8. After you have added the content block to a segment, click the green Save button to save your changes.

  9. Repeat these steps set content variations against the Customer and Prospect segments you selected in step 5.

  10. You can now view the next step in the tutorial where you test out the segments with the code you added in Add segmentation opt-in controls to your site.

Make content available to multiple segments

  1. Ensure the segment to which you want to make the content available is selected in the main interface.

  2. Click the content block’s .more_horiz icon in the Page layout.

  3. Select the "Personalize for <selected_segment>" menu option.

    A dialog box will present with the following options:

    Duplicate current content

    Use this option if you want to use the same content across segments.

    Add Component

    Use this option if you want to use another component for the chosen segment.

    Add text

    Use this option if you want to add a text field with the existing component.

    Hide (leave blank)

    Use this option if you want to hide this component for the chosen segment.

  4. Select the Duplicate current content option.

  5. Repeat these steps until you have added the content to all the required segments.