Recommending pages to personas through widgets

You can recommend different pages on a page based on current visitor’s persona. For example, you can display different articles to a visitor assigned to a persona named Patient and different articles to a visitor assigned to a persona named Foreigner.

To recommend content to personas through widgets:

1. Assign personas to pages
2. Place a widget recommending the content
3. Preview content for different personas

Assigning personas to pages

By assigning personas to pages, you establish which pages you want the personas to see. You can either:

1. Add personas to a single page
2. Assign personas to multiple pages

Adding personas to a single page

Consider adding different personas to the same page. The page’s content may be appropriate for more than one persona.

1. Open the Pages application.
2. In the page tree, select the page that you want to assign personas to.
3. Switch to the Properties -> Personas tab.
4. Click Add personas.
5. Select the personas that you want to assign to the page.
6. Click Select to make the system assign the personas to the page.

You have defined which pages are appropriate for which personas. You can now use a widget or a web part to display personalized content on the page.

Assigning personas to multiple pages

Consider adding different personas to the same pages. The pages’ content may be appropriate for more than one persona.

1. Open the Pages application and switch to the Listing mode.
2. Filter the pages that you want to see.
3. Select the pages that you want to assign personas to.
4. In the first drop-down list under the listed pages, choose whether you want to perform the action on Selected pages or All pages.
5. In the second drop-down list, choose Tag pages with personas.
6. Click OK.
7. Select the personas that you want to assign to the pages.
8. Click Tag pages with personas to make the system assign the personas to the pages.

You have defined which pages are appropriate for which personas. You can now use a widget or a web part to display personalized content on the page.

Placing a widget to recommend content to personas

To place the Persona-based Recommendations widget on a page:

1. Open the Pages application.
2. In the page tree, select the page on which you want to recommend content.
3. On the Page tab, open a widget zone’s menu ().
4. Click Add new widget.
5. In the Online Marketing tree item, select Persona-based Recommendations.
6. Click Select.
7. Specify the widget properties.
8. (Optional) Hover over the individual properties to display additional information in the tool tips.

   • By default, transformations for displaying news articles and e-commerce products are available.

     You can ask your developers to create new transformations in the Personas.Transformation page type.
9. Confirm changes by clicking Save & Close.

Now, when a visitor assigned to a persona visits the page, the widget displays the pages for the particular persona.

If you wish to configure more settings for recommending content to personas than the Persona-based Recommendations widget provides, you can ask your administrator to recommend pages to personas through web parts.

Previewing content for different personas

Once you set up pages to display pages to personas, you can preview how each of the personas sees the content.

To preview content for different personas

1. Open the Pages application.
2. Switch to the Preview mode of the page for which you created personalization variants.
3. Use the Personas drop-down list to choose the persona for which you want to preview the page.
4. Repeat the process for other personas.