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How to Personalize

With Uniform Optimize for Contentful, getting started with personalization is easy, once you have connected Contentful and Uniform Optimize.

Step 1: Create Your First Intents#

Your site visitors have different intents; the first step is creating intents for the most common ones.

What Are the Intents of Your Different Site Visitors?#

Before getting started, we recommend you do this with pen and paper, mapping which intents you prioritize. Write down all the different intents your site visitors can have your your site.

Examples of different intents:

  • Marketers who want to see if our product is a fit for them.
  • Marketers who have viewed a demo and want to read cases.
  • Existing customers who want to view videos on how to use our product.
  • Partners interested in a high-level product overview.
  • Potential future employees who want to see which openings we have.

After your list is complete, prioritize which three to five intents are most valuable by focusing on:

  • How many of your site visitors have that intent?
  • What is the potential business value of converting more of those visitors towards a specific goal? (e.g., marketers signing up for sales demo, existing customers watching getting started video)

Create your first intents in Uniform using the information based on visitors with high visitation and business value.

Creating Intents in Uniform#

From your Uniform Optimize site dashboard, click on the red plus button to add a new intent:

./assets/strategy_createintent1.png

Provide a name and optional description:

./assets/strategy_createintent2.png

Repeat this for the prioritized list of intents that you want to personalize. For each intent, you will need to map which signals trigger the intent.

Step 2: Add Signals for Your Intents#

The free tier of Uniform Optimize for Contentful comes with different signals you can use for your visitor's in-the-moment intent.

To create a signal, navigate to the intent, then click on the red plus button to add a new signal:

./assets/strategy_createsignal1.png

Select the signal type:

./assets/strategy_createsignal2.png

Configure the signal; the inputs are based on the signal selected. Below is the configuration on a query string:

./assets/strategy_createsignal3.png

Once you have created the intents and signals in the Uniform dashboard, then you can enable personalization in Contentful.

Learn more about the different signal types here: Defining intents

Step 3: Create Relevant Content Based on Your Visitors Intent#

Navigate to the component you are personalizing in Contentful, then select it:

./assets/strategy_contentful1.png

You can access all the personalized variants created for the different intents on the component's personalization list. To add a new personalization variant, click Create new Hero and link:

./assets/strategy_contentful2.png

Click Add Intent Tag to add the personalized content for the Uniform Intent Tags field:

./assets/strategy_contentful3.png

Select the Intent Tag in the drop-down menu you are using to personalize the component:

./assets/strategy_contentful4.png

Publish the new variant and the component personalization list - you're finished!

Note: Select the advanced setting for the personalization variant; after adding the intent tag, you can control if:

  • The component is used for behavior tracking.
  • Enable personalization for this variant on the component (default).
  • Override personalization occurs when a visitor has any strength in the selected intent tag and should only be used for specific cases, as it will override other personalization in the component.

./assets/strategy_contentful5.png