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Configure personalization

Goals

Before Uniform can personalize components, instructions that control personalization must be configured. This involves the following:

  • Add the personalization component to the slots where personalized components are needed.
  • Assign personalization instructions to components that are personalized.

Overview

You want to configure personalization so that if the visitor has:

  • Viewed the architecture page, show personalized content.
  • Not viewed the architecture page, show default content.
info

In this example, you will use the same component to display content, but the content will change based on the visitor's classification. You can do more with personalization than just change the content that is available to the component. You can also change the type of component that is used, and hide components.

Add signal

A signal is something that occurs that you would want to track and respond to. For this example, you want a signal that indicates a specific page was viewed. Later you will configure the response, which is to personalize the home page if this signal has been captured.

  1. Navigate to Personalization > Signals.

    no-signals-configured
  2. Click the red (+) button.

  3. Enter the following values:

    Name
    Architecture page view
    Public ID
    architecturePageView
    signal-name
  4. Click + SEE MORE CRITERIA OPTIONS.

    more-criteria-options-displayed
  5. Click Current Page.

    current-page-selected
  6. Enter the following values:

    Comparisonequals
    Match
    /architecture
    current-page-configured
  7. Click Save and close.

    signal-added

Personalize component

Personalization requires you add a personalization component to a slot in the composition.

  1. Navigate to Canvas > Compositions.

  2. Click the composition Home.

    01
  3. Click Default Body.

    02
  4. Click Personalize This.

    03
  5. Position the cursor between Personalization and Default Body and click the green (+) button.

    04
  6. Click Default Body.

    05
  7. Enter the following values:

    Content ID
    home-for-architecture
    06
  8. Click + Add Criteria.

    07
  9. Enter the following values:

    DimensionSignal: Architecture page viewed
    Operator>
    Value
    0
    08
  10. Click Personalization.

    09
  11. Enter the following values:

    Analytics tracking name
    home-page
    Number of variations to show
    1
    10
  12. The Save button also acts as a drop-down. Click the icon to activate the dropdown.

    11
  13. Click Save > Save and publish.

  14. Click < Compositions in the upper left-hand corner.

    12
    About this step

    This takes you back to the main Canvas screen.