Personalisation

Everyone loves it when something is customised just for them. Now, you can tailor the content on your website to the individuals who use it. With your users and their preferences in mind, you can display promotions, targeted messaging, and product suggestions.

Offering relevant content through personalisation builds loyalty, strengthens customer relationships, and can drive sales.  This guide will walk you through Personalisation in the CMS.

Rule Builder

Navigate to Advanced Content → Personalisation.  Here's where all of your personalisation rules will live. You can see existing rules (if you have any), or create a new rule from this screen.

Create New Rule

Let's say we're running a promotion on fitness equipment, and we want to target people with these products in their Favourites / Wishlist.

Apply a Rule to a Widget

1. Navigate to the template the widget is on.
2. Edit the widget you want to personalise.
3. Select the Personalisation tab.
4. Click 'Add Existing Rule'. (If you hadn't created the rule already, you could click 'Add New Rule' and follow the above steps for creating rules).
5. Your list of rules will open. Locate the one you want to use and click 'Add'.
6. The rule will be added to the widget, but will not be active. You can use the toggle to turn the rule on.
7. If you need to edit or delete the rule, hover over the Options menu.
8. Click Save to exit the widget.

Edit a Rule

this is where you can see where this rule has been applied (if at all).

Schedule a Rule

When you enter a date & time to schedule a rule, those times are local to you.

1. With the widget open, select the Personalisation tab.
2. If the rule you want is not already there, add it to the widget.
3. Hover on the Options button and select Schedule.
4. Click the Calendar icon to select a Start Date. Do the same for the End Date.
5. The time will default to 12:00 am; edit this if required.
6. Click Confirm.
7. A clock icon will appear on the rule to indicate that it's running on a schedule (rather than indefinitely).

Personalisation of this widget will now be in effect between the scheduled times. As long at the rule is active (toggled on), the widget content will not be displayed to eligible users until the scheduled start date

Things to note

Applying a rule but not enabling - if a rule is not active, then the widget will behave as normal (ie. as though there is no personalisation applied at all).