Sitecore 8 Personalisation rules for beginners

Probably most of you are already aware of what it means personalisation in Sitecore 8 but in case you have not heard about it, this post will give you a better idea of how Sitecore has implemented it…

Within Sitecore the easier way to deliver a Personalised experience is through Personalisation Rules at Rendering level.

The starting point is defining a page with one rendering and click on the Personalise button

personalisebutton

From here you will be able to select your rule:

rulesselector

Once that you have selected your rule, you will than be able to select the actions associated to the conditional rendering that could be setting a different datasource, or Hiding the rendering or displaying a different rendering

personalisecomponent

Sitecore 8 allows the Developer to customise Rules but OOTB it comes with the following rules to personalise your content:

Sitecore Rules are grouped in the following logical categories:

Campaigns: Condition based on the campaign defined, newsletter, landing page, etc
Channel: Condition based on the channel, web, mobile etc
Date: Condition based on the date & time of the visit
Device: Condition based on Device capability (it rely on NetBiscuit service charged separately)
GeoIp: Condition based on user geolocation (rely on Sitecore service based on MaxMind, charged separately
Outcomes: Condition based on the engagement plan status and outcomes triggered
Security: Condition based on user security context, eg.  is anonymous etc
Social : Conditions based on Social network information, in the case the user has a federated identity via social network can be used to personalised on the profile information
Visit: Condition based on the current visit (eg. goal / event, campaign, previous interactions, engagement value, search keyword etc)
Visitor: Condition based on previous interactions (require analytics to be enabled)

 

 

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