Overview
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Everyone loves it when something is customised just for them. Now, you can tailor the content on your website to the individuals who use it. With your users' preferences in mind, you can display promotions, targeted messaging, and product suggestions. Offering relevant content through personalisation builds loyalty, strengthens customer relationships, and can drive sales. This guide will walk you through Personalisation in the Commerce Vision CMS. |
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Please note that guest user behaviour is not tracked until version 4.09+. From this version onward, a guest user cookie will be added which allows guest actions to be logged and Personalisation rules to be applied. |
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In this guide
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Please ensure that you meet the prerequisites below! |
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- Navigate to the template the widget is on (in this example, it's the home page).
- Edit the widget you want to personalise (in our case, a campaign slider).
- Select the Personalisation tab, then click 'Add Existing Rule'.
(If you hadn't created the rule already, you could click 'Add New Rule' and follow the above steps for creating a new rule).
- Your alphabetical list of rules will open. Locate the one you need and click 'Add'.
- The rule will be added to the widget, but will not be active. You can use the toggle to turn the rule on.
- If you need to edit or delete the rule, hover over the Options menu (we'll cover the Schedule option later in this article).
- Click Save to exit the widget. You'll see it now has a tile indicating that the widget has been personalised!
Take a look here:
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Edit a Rule
You can edit a rule at any time, but be aware that any widgets with the rule applied will be affected.
- Navigate to the Rule Maintenance page via Advanced Content → Personalisation.
- You'll see all of your existing rules listed, as well as the number of times each has been applied to a widget.
- Note that rules applied to widgets but not toggled on are not counted here.
- Click Edit on the required widget.
- Update the values in the scenario, or add and remove scenarios as needed.
- If the rule is already in use, you'll see a list of Applied Locatons below the rule builder.
- Clicking on the template name will take you to the template, with the personalised widget highlighted.
Schedule a Rule
You may have a widget you'd like to display to your target audience for a limited time only. This is where Scheduling comes in handy.
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Personalisation of this widget will now be in effect between the scheduled (local) times. As long at the rule is active (toggled on), the widget content will not be displayed to eligible users until the scheduled start date & time.
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| title | Active vs Inactive rules |
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If you've applied a rule to a widget, but not enabled it (i.e. not toggled it on), the rule will be considered inactive. Widgets with inactive rules will simply behave as normal, which means they will display as though no personalisation has been applied. |
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Additional Information
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Personalisation How To |
| Minimum Version Requirements |
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| MultiExcerptName | Minimum Version Requirements |
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| 4.01.00 |
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| Prerequisites |
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| Your website must have the Personalisation feature enabled. Contact our Customer Success Team if you require assistance with this. Please note that guest user behaviour is not tracked until version 4.09+. From this version onward, a guest user cookie will be added which allows guest actions to be logged and Personalisation rules to be applied. |
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| Self Configurable |
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| Yes |
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| Business Function |
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| Behaviour & Personalisation |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact CV Support |
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| Ballpark Hours From CV (in addition to any self config required) |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Consulting Required |
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| Third Party Costs |
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| n/a
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| CMS Category |
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| CMS Category |
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Related help
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| showSpace | false |
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| title | Related articles |
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| cql | label in ("personalisation","cms") |
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