Creating Personalized Content

When you add personalized content on a page, you have the following options:

• Personalize content on the entire page. Select the content on the entire page for one or several visitor groups. Or, the administrator can apply access rights on the page for the visitor groups in Admin mode.
• Personalize content on parts of a page. Select the content for one or several visitor groups, but also the text to be displayed for all other visitors who do not match a visitor group. To create content to be shown only once, you can group several visitor groups to be treated as one as described in Adding Personalized Content in Personalization Groups.

Adding Personalized Content on a Page

Add personalized content on a page as follows:

1. Open the page that you want to contain the personalized content.
2. Select the content you want to personalize, and click the Personalized content toolbar button in the Editor.
3. In the Personalized content window and Personalization section, click + to select one or several visitor groups from the list and click OK.
   
   
4. If you do not need any fallback content for visitors who do not match any visitor group, you can leave the Include in a personalization group blank (optional).
5. Click OK again. The personalized content is displayed as a box in the Editor. Note that the names of the included visitor groups are shown to the left.
   
   
   
6. Click the Save and View button and the View as Visitor Group drop-down list to preview the page. By selecting one or several of the visitor groups check boxes and clicking Apply, you can see how your visitor groups will see the content on your page.
7. Click the Edit tab to continue to work on your page, or publish it.
   

Changing Personalized Content on a Page

Changing personalized content means that you can add or remove visitor groups and content groups. When you have opened the page containing the personalized content box, you can change it in the following ways:

Changing through the Personalized Content Box

1. Click the Edit personalized content button in the personalized content box.
2. Make your changes to the personalized content and click OK.
3. Save the page.

Changing through the Insert Personalized Content Button

1. Select the personalized content box, and click the Personalized content toolbar button .
2. Make your changes to the personalized content and click OK.
3. Save the page.

Cut and copy for a personalized content box in the Editor may work differently depending on the browser you use. Then you can use either the Cut/Copy toolbar buttons of the Editor, or the right-click Cut/Copy of your browser, instead of the keyboard keys (CTRL+X and CTRL+C). If you have trouble placing the cursor immediately before or after a personalized content box in the Editor, try using the keyboard arrow keys instead of the mouse.

Deleting Personalized Content from a Page

When you have opened the page containing the personalized content box, you can delete it in the following ways:

Deleting Only the Personalization Markup

Deleting personalized markup means that you remove the personalized content box from a page, but keep the text or image content itself on the page.

1. Click the Edit personalized content button in the personalized content box you want to delete.
2. Click the Remove Personalization button.
3. Save the page.

Deleting Both Personalization Markup and Content

Deleting personalized markup and content means that you remove both the personalized content box and its content from a page.

1. Select the personalized content box, and press Delete on your keyboard.
2. Save the page.

Adding Personalized Content in Personalization Groups

If you have several visitor groups, it is possible that some individuals also are members in several visitor groups. Or, you want to show the same content to several visitor groups. To make sure that your personalized content on a page is only shown once for these, you can group your visitor groups to be treated as one. You may also need fallback content for the visitors who do not match any visitor group. Then only the personalized content on the first matching visitor group will be shown.

Example: Your organization wants to adapt content for visitors from Sweden and Germany, and also a piece of content to be shown by default if the visitor does not match any visitor group. If you want the content for all these visitor groups to be shown only once, you can group them by adding the personalization group “Europe” as follows:

1. Open the page and select the content you want to personalize for the visitor groups from Sweden and Germany, by following points 1–5 of the instruction in Adding Personalized Content on a Page.
2. Select the personalization group from the list to apply to the visitor groups that you have selected. To add a new personalization group, click +, name it click Add.
3. Select the content for the visitors who do not match any visitor group by selecting the Include in a personalization group check box and keeping Fallback content selected (with no other visitor group selected). Select the personalization group from the list to apply to the fallback content, or add a new personalization group.
   
4. Click OK again. The personalized content is displayed as a box in the Editor. Note that the names of the included visitor groups are shown to the left and the personalization group to the right.
   
   
5. Click Save and View to preview the page. When you are done, publish it.

Last updated: 2011-03-25 | Copyright © EPiServer AB