Friday, 25 March 2016

Personalization in AEM

Personalization: Personalization is a technique to serve personalized content to each user. It can be based on user logged in by city, country
Here are the steps involved in implementing personalization.

Step1: Create the Segments.(Segments hold the rule to be checked while displaying a teaser on any page)

Go to Tootls > Segmentation

Double click on created segment and configure the test condition to be evaluated. For eg: We are going to display the teaser for ‘Male’ users.

For this, drag the ‘User properties’ from side kick.

Edit the property to check the condition ‘gender=male’

Now the segment will look as below.


Step2:  Create Brand, Campaign Container (Brand holds campaigns, campaign holds teasers)

Once segment is created, Go to > Campaigns (http://localhost:4505/mcmadmin#/content/campaigns)

Create Brand selecting brand template,

Now create Campaigns by selecting campaign template

Step3:  Create Teasers
Once campaign is created, go to lists view and create offer page(from aem 6.0). Earlier it was Teaser Page.


Add some text and image to teaser by editing it. Sample is shown below.

Configure the touch point properties of teaser by selecting the segment in ‘Advanced section’as shown below.
This is the linking point between segment and teaser.


Now the campaign page looks as below.

Step4:  Add Teasers to any page
Now go to the page where you want to display the teaser, drag and drop teaser

Enter the configuration selecting campaign to be run for the page as shown below.


Step5:  Test the teaser by setting client context. (Client Context is used to check/modify any user attributes during testing the personalization)

Now go to client context (CTRl+Alt+C) and select a ‘male’ user. You can see the teaser is displayed as shown below.

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