Administering the Personalization Portal
The Personalization Portall is the user interface for accessing Product Recommendations and Email Recommendations features. Features include automatic product recommendations online and through email.
You can see how a site is configured, but you must contact Episerver Support to modify Personalization site attributes. Personalization Portal is available only if you have Product Recommendations or Email Recommendations installed on your site.
You can do the following functions with the Account menu.
- Session viewer. Using a user's CUID or IP address, you can view a snapshot of current user activity. See Viewing session data.
- Site management. You can see how a site is configured but can modify site attributes only through contacting Episerver Support. See Managing your site.
- Site tokens. View your site and client tokens. See Accessing site tokens.
- Language. Select a display language for the Personalization Portal. See Selecting your display language.
- Password. Change your account password for the Personalization Portal. See Changing your password.
- About. Displays the version of the Personalization Portal.
- Logout. Logout from the Personalization Portal.
Viewing session data
You can view a user’s session activity on a site using their CUIDStands for "customer user ID" or you can view your own session activity by using your CUID or your IP address.
- To view a user's session activity in the Personalization Portal:
- Go to Account > Session viewer.
- Enter the CUID into the CUID field and click Find session.
- To find your CUID:
- Go to your website.
- Press F12. DevTools menu appears.
- In Chrome, click Application. In Edge or Firefox, click Storage.
- Open the Cookies drop-down list and select the domain for your website.
- In the table, for native clientsClients that use the Episerver platform (such as the CMS with Advance or Commerce with Perform or Reach)., find the value of epi_RecommendationsTrackingUserId cookie, or for standalone clientsClients that use non-Episerver platforms (for example, Magento or Hybris) with Perform or Reach or other Episerver solutions. find the value of the peerius_user cookie, and copy the CUID number ('cuid=1234567890|xxx_xxxxxxxxxxxxxxxxxxxxxxxxxxx_xxxxxxxxxxxxxx').
- You also can enter your IP address to view your activity.
Managing your site
Site management lets you perform the following functions.
- View feed status
- View trigger settings
- View Personalized Find settings
- View site settings
- View site groups
Viewing feed status
You can view the status of the import of your site’s product catalog feeds (Successful status). Feeds are automatically imported daily into the Episerver Personalization system, but you can contact Episerver Support to have a feed processed manually.
Viewing trigger settings
The Manage Triggers for this site view shows trigger settings. Contact Episerver Support if you need to change the settings.
- In-session triggers. Shows whether triggers are enabled.
- Daily triggers. Shows whether daily triggers are enabled.
- Scheduled time. Shows the time when daily triggers go into effect.
- Hashed email address. Shows whether hashed email addresses can be viewed.
- Maximum age of sessions. Shows the number of milliseconds that a session can exist before it ends or becomes a new section.
- Save config. Save the specified settings.
- Cancel. Dismiss changes and return to the previous settings.
Viewing Personalized Find settings
The Manage Personalize Find for this site view shows the strategy for personalized Find. Contact Episerver Support if you need to change the settings.
- Personalized Find. Indicates whether Personalized Find is enabled.
- Strategy. Shows the strategy that is select for Personalized Find. If there are more than one strategy, you can select another strategy though Episerver Support.
- Save config. Saves the specified settings.
- Cancel. Dismisses changes and return to the previous settings.
Viewing site settings
The Site settings view shows the following site attributes. Contact Episerver Support if you need to change the settings.
- Default currency. Shows the currency for your site.
- Default timezone. Shows the timezone for your site.
- Online order updates. Shows whether online order updates are accepted. If this is Off and a customer wants to add something to their online order, the customer will have to make a separate online order; if On, the customer can make changes to their online order.
- Offline order updates. Shows whether offline order updates are accepted. If this is Off and a customer wants to add something to their in-store order, the customer will have to make a separate in-store order; if On, the customer can make changes to their in-store order.
- Save Config. Saves the specified settings.
- Cancel. Dismisses changes and return to the previous settings.
Viewing your site groups
The Groups view shows groups that exist for client sites. Episerver Support can modify the following.
- Create new group. Contact Episerver if you need a new group.
- Edit. Click to modify an existing group.
- Delete. Click to remove the group from the site.
- Sort. You can sort the group attribute columns by clicking on the headings.
- Search. Enter the name of a group to find it in the list. Partial names are allowed.
Accessing site tokens
For native clients, the Site tokens view shows the values of your tokens. The Site admin token is necessary when embedding the Personalization Portal in the Episerver global navigation; the client tokens are what you provide in the tracking request. See clientToken in the Common Elements topic on the Episerver World site.
Selecting your display language
You can select a language in which to display the Personalization Portal.
Changing your password
Change your password. The online help shows how you can create a strong password.
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