Widget personalization

Personalization is a digital marketing technique that allows you to display different content on pages based on the situation in which they are viewed. This can help you provide more accurately targeted information to visitors and increase the effectiveness of your websites. For example, you can show modified text or additional offers to visitors who belong to a specific contact group.

You can personalize content that is displayed through Page Builder widgets. Individual widgets allow you to create multiple variants, which are then displayed to a different audience based on predefined conditions.

Prerequisite

Content personalization of widgets needs to be configured by your developers. For more information, see:

Personalize widgets

To personalize widget content, you need to create one or more personalization variants and set up a condition. The condition decides whether the page displays the original widget or a personalized variant.

  1. In a website channel application, select a page that contains Page Builder widgets.
  2. Select Page Builder in the page menu on the right side of the interface.
  3. Select the widget you want to personalize.
  4. Select the Personalize () icon in the widget header.
  5. Choose the condition type that you wish to use to personalize the widget.
    Selecting a personalization condition type
  6. Fill in the configuration dialog and enter a name for the new variant.
    Filling in the configuration dialog for a personalization variant
  7. Select Apply within the dialog.
  8. Modify the properties or content of the new widget variant. Consider the target audience of the variant’s condition when preparing the modified content.
  9. Save the page to confirm the personalization.

The new personalization variant of your widget is now created. In the Page Builder edit mode, you can switch between personalization variants of a widget by selecting the Personalize () icon and choosing the desired variant.

When a visitor views the page on the live site, the system evaluates the condition and displays the appropriate variant.

Configure widget personalization variants

The available personalization condition types, their properties in the configuration dialog, and the properties of widgets all depend on the implementation of your website. For more information, visit your project’s documentation or contact your developer.

Search engine web crawlers

Widget personalization in Xperience does not offer any special handling of search engine web crawlers. Crawlers are treated as regular anonymous visitors. To avoid cloaking (presenting content to crawlers which is different than content seen by regular users), we recommend using personalization conditions based on contact attributes. Such conditions are not fulfilled by crawlers, so they always receive and process the original widget variant.

However, certain conditions (e.g., time-based conditions depending on the day of the week) can be satisfied by crawlers and result in non-original variants being presented.

Create additional variants

You can add variants to a personalized widget. All variants of a single widget use the same type of personalization condition, but you can configure different properties for the condition of each variant. For example, if a condition type requires visitors to belong to specific contact groups, you select different groups for each personalization variant.

  1. Select Personalize () in the widget header to open the variant list.
  2. Select Add variant under the list.
    Adding a personalization variant
  3. Fill in the configuration dialog and enter a name for the new variant.
  4. Select Apply within the dialog.
  5. Modify the properties or content of the new widget variant.
  6. Save the page to confirm the creation of the variant.

The new variant is created as a copy of the previously selected variant. The new variant is placed on top of the variant list while the original variant stays at the bottom.

Priority of variants

The variants are evaluated from top to bottom according to their position in the variant list. The first variant for which the conditions are satisfied is displayed.

Recommended number of variants

You can create an unlimited number of variants for a single widget. However, for optimal displaying of the variant list, we do not recommend creating more than 10 variants for each widget.

Edit variants

You can edit the properties of your widget variants even after they are created. To edit a variant:

  1. Select Personalize () in the widget header to open the variant list.
  2. Hover over the variant you want to edit.
  3. Select Edit variant (). The pre-filled configuration dialog with the current variant’s properties is displayed.
  4. Edit the desired properties and select Apply within the dialog.
  5. Save the page to confirm the changes.

Change the priority of variants

You can reorder personalization variants in order to change their priority of evaluation. Variants are evaluated from top to bottom, i.e. the first variant in the list for which the conditions are satisfied is displayed. To reorder variants:

  1. Select Personalize () in the widget header to open the variant list.
  2. Drag and drop the variants using the Change priority handle on the left of the list.
  3. Save the page to confirm the changes.

Delete variants

To delete a personalization variant for a widget:

  1. Select Personalize () in the widget header to open the variant list.
  2. Hover over the variant you want to delete.
  3. Select Delete variant ().
  4. Save the page to confirm the change.