Rock U - Personalization - Personalization

Transcribed Video Content

The best digital strategies ensure that the right content is getting to the right people. And Rock's personalization features let you do just that. In fact, these personalization features are so powerful that you can personalize content for a person even if they're not logged in and have never been to your site before. Let's take a look at how it works. The first thing we'll need to do is get our site ready for personalization. And we'll do that under admin tools, CMS configuration, and sites. And in this case, we're going go ahead and enable it for our external site. Alright. So, the first thing that we're going to want to do is edit that site. And we're going to come here and we're going to enable visitor tracking. Okay? And you'll enable this to start tracking activities for visitors to your site who are not logged in. We call these people anonymous visitors, and we'll place a cookie in their browser so we can recognize them when they come back later. Generally, you'll need this enabled if you want to use personalization with people who aren't logged in. So we'll go ahead and turn that on. And then we want to make sure and enable personalization. This must also be put on. , simply put, this just turns on the personalization feature for for the site. If you're using personalization at all, you'll need to enable this. Okay. So, with those settings in place, we'll go ahead and save. And next, we'll head to admin tools, CMS configuration, and personalization segments. Okay. So personalization segments let you filter content based on something about the person or based on a person's browsing history. You want to think strategically about how your segments are configured. The best configuration is to have simple segments that can be reused in different contexts. So let's look at some of the options as we create a segment that's gonna be for females. So we'll give it a name. We should have a a good descriptive name, but we'll just go ahead and put in females since we're just looking for females. And the key for this, segment, we'll just make it females as well. That's fine. And, of course, it's active. Now down here, we have a person filter. So, you can select from here a data view, and this segment then would match on anybody who is in that data view. Now, the data view that you use must be persisted. And just it says over here, adding a data view to this segment will exclude anonymous visitors because, obviously, if they're anonymous, we don't know who they are. They're not gonna be returned by a data view. Okay. So we'll go ahead and pick, under foundational views. We're gonna pick adult member and attendees, females. And that's how we're gonna identify females for this segment. And that's the only one that we're gonna use, but, let's go ahead and take a look at some of the other options. So you can have a session filter. And if you add one of those, you can can see how many sessions they had on which site within a within a date range. Okay. So those are sessions. Then you have page view filters, which are pretty similar. , you can say that they've had x number of page views on a given site within the following date range, and then you can limit it to specific pages. So if you wanted to personalize content for somebody who has visited your campsite or camp page, you you could do that here. Alright. Then we have interaction filters. And just you'd expect, these look at interactions. So you can see, , how many interactions they've had within a given channel and component, etcetera. And also within a date range. Okay. So those are all the options for people. But before we leave this segment, we just want to point out that, each of these criteria is separated by an and, which means if we were to fill out this person filter and this session filter, that means that the person would need to be a female adult member and attendee and meet the conditions of this session filter in order to be considered a match for this segment. So remember that they're all separated by and. The person needs to meet everything that you have listed. But within each filter, can see the any or all. So you can choose whether the person needs to meet any of the filters that you've listed or if they must meet all of them. Okay. So now that we've got females identified, let's navigate back to admin tools, CMS configuration, and this time we're gonna go to request filters. Okay. So request filters are conceptually similar to segments, except request filters relate to the technical characteristics of the person's visit to your site. So, let's take a look at some of the options here by, adding a new row, for for the site. Okay. So, we're gonna call this one new visitors. Okay? And it'll automatically populate the key for us. And the site, you don't have to pick a site, but, we will. We'll just say, on the external website. We're gonna limit it to that. And the first option that we get here is, is the person new or returning? Okay. And since we're looking for new visitors, we're gonna go ahead and pick new for that. Okay? And then but we also have other options. So, for instance, you could narrow it down to a type of device. So, come into your site from a desktop or from a mobile. You can customize content based off of that. You can also look in the URL for query string filters and show or not show certain content based on a query string filter. Similarly, you can use a cookie. You can try and match on a on a cookie on the person's browser. You can also match on the browser itself. So if you wanted to customize content for people only using Chrome, then you could do that. And then last but not least is IP address. You can look at the IP address of of the visitor to your site, and if it's coming from within a certain range of IP addresses, you can customize the content accordingly. And remember for all of these that we don't need to know anything about the person in order to collect this data, and that's what makes request filters different from personalization segments. And remember, you can use personalization segments only or only request filters or a combination of both. You can mix and match. Alright. So with with our filters and our segments in place, there's a couple of ways that you can personalize content on your site using these segments and filters. One method is to use Lava, maybe in something an HTML block. And there's a couple of different ways to do this. One approach is the personalization items filter. Okay? And this is a person filter. And we won't spend a ton of time looking at it. You can go out to the Lava docs and and check it out for yourself. But in short, what it'll do is for the specified person and for the page that they're on, it'll return what, segments or filters are being met. So, if if I were a female looking at a page, then it would say that I met the female requirement, and that's what you would see. And you could, customize content based off of that. Another option is the personalize command. And this is really simple and easy to use. It basically just says, , hey, if they meet this segment or this filter, show this content. But, , otherwise, show some other content. And so you can use this. And remember, that the that the filter we looked at and as well as the personalized command can be used in communications as well as for content on your site. So you can use these just about anywhere. If you wanted to personalize an email, could definitely do that. Okay. So we've looked at the personalized command and we've looked at the personalization items filter. Lastly, you can easily set up personalization for your content channel items. So to do that, we'll first go to the content channel, under admin tools, CMS configuration, and content channels. And we'll access the external website ads, content channel. And then we're gonna edit it. And all we need to do here is check the box for enable personalization. And again, this is done at the content channel level, and then it'll, enable personalization for all of the items within this content channel. So let's go ahead and save that. So now with personalization enabled, we can now go to the individual content channel items to assign them segments and filters. So we'll pick one. We'll use Easter. And for the sake of simplicity, we'll just add our females segment to them. So we'll pick females. You can also add request filters if you want. So we could put our new visitors on here, and then this would, , impact, people who are females and new visitors, which brings us to the next point, gets a little bit tricky. But if you have multiple segments, the person can meet any one of them. So up here, have a segment for females. If we also had a segment for males, then that means the person could be either male or female. The same principle applies to the filters, to the request filters. If you have multiple request filters listed, the person's visit can meet any one of them. So think of them as being separated by ors. However, as in this example, let's say you have both segments and filters listed. In that case, the person will need to meet at least one of the segments and at least one of the filters. So to simplify that, if you have a single segment and a single filter, the person needs to match on both. So, if we were to leave this configuration as is, the person would need to be a new visitor and also female, in order to have the personalization take effect. But we're just gonna use the female segment for now. We're gonna keep it simple, for this channel item here, Easter. So we'll go ahead and save that. Okay. So next, let's head over to the external website. Okay. So, there's a couple blocks here. We're gonna look at the, at the lower one here, and we'll go ahead and edit the block settings, for the content channel items listed down here. Now, you'll note that there's a setting down here for personalization. Okay. And you have a few different options. Ignore simply means ignore, in which case personalization just isn't being used on this block. Or you can choose prioritize. And if you choose prioritize, then that means if the person matches on your segments and filters, then the items that that person matches on will be brought to the top. They'll be bumped up to the top of the list to make them more prominent since the person matches on those on those filters, and segments. The last option is that you can choose to filter. So when you filter, that means you're only gonna show content channel items where the person matches the the segments and filters. You when you when you use filter, you'll also notice that, content channel items that don't have any segments or or filters applied to them will also appear. They will always show up because there's nothing to to filter against for those. Okay. But for for our purposes, we'll go ahead and pick prioritize. So we wanna prioritize the items where we're matching on segments or filters. And in this case, just segments because we just set it up to look at females. So if we save this, then you'll notice here on on the lower portion of the block, now Easter is moved up to the front of the list. It's the first content channel item on here because I'm logged in as Alicia and the system recognizes that Alicia is a female because she's in that data view that we set up. And since we picked prioritize, that Easter content channel item is prioritized ahead of the other items. So that's how you can set up and use Rock's personalization features. For more details, check out our designing and building websites using Rock guide. And don't forget to check out the Lava documentation as well for more details on the, personalization command and the filter as well. Thanks for watching.