Managing personalization variants

Once content personalization is enabled, you can create variants of page components through the Pages application. Variants of page components can be displayed to visitors based on various conditions. For example, you can use different component variants to display different content to different Personas.

There are three possible types of components that you can personalize:

Multivariate testing and Content personalization

It is not possible to create personalization variants of web parts, zones or widgets that already have Multivariate testing variants.

Overviews of personalization variants

To access a list of all content personalization variants defined on a given page:

  1. Select the page in the content tree of the Pages application.
  2. Open the page's Properties -> Variants tab.

The list includes the variants of all three components types.

On this page

Kentico EMS required

Features described on this page require the Kentico EMS license.

Personalizing web parts

Content personalization of web parts allows you to create different versions of web parts with different property settings. To add personalization variants for web parts:

  1. In the Pages application, edit the page containing the web part on the Design tab.
  2. Click the web part's  icon, hover over Personalization variants and click Add web part variant.

    Adding a new web part variant

  3. Fill in the display condition and other settings of the personalization variant.

    1. (Personas) Specify an IsInPersona condition, such as {% Subscriber.Contact.IsInPersona(SiteObjects.Personas.SeanG) %}, where SeanG is the name of the persona.

    Configuring web part variant properties

  4. Click Save & Close.

    • The standard web part configuration dialog opens — the variant is simply another instance of the original web part.

    • By default, the variant has the same values in its properties as are set for the original, but you can change them as required.

  5. Click OK once you have configured the variant's web part properties as required.

  6. (Optional) Preview the different web part variants using the personalization slider in the header of the web part.
    1. The configuration of each web part variant has an additional Variant properties tab, where you can modify the settings of the personalization variant.
  • When configuring a variant of a web part, you can specify a unique Web part layout for each variant on the Layout tab.  
  • Removing a web part also deletes all of its variants.
  • When you Copy a web part with variants, the system only transfers the original web part.

The system stores the variants of personalized web parts on the given page's page template, so the variants are present on all pages that use the same template.

Personalizing web part zones

If you need to define personalized content that uses completely different web parts for each variant, create variants of entire web part zones. For each zone variant, you can:

  • Add or remove child web parts
  • Configure the properties of the web part zone
  • Configure the properties of the child web parts

Each zone variant may contain any type or amount of web parts, regardless of what is placed inside other variants or the original zone.

When you create a new zone variant, the system automatically copies the content of the original zone. You do not have to rebuild the zone from scratch if you only need to make small modifications.

Note: You cannot personalize zones that already contain personalized web parts. The same also applies in the opposite direction: You cannot add variants for individual web parts inside personalized zones. Additionally, personalization is only supported for standard web part zones and cannot be done for widget zones.

To add personalization variants for web part zones:

  1. In the Pages application, edit the page containing the web part zone on the Design tab.
  2. Click the  icon, hover over Personalization variants and click Add zone variant.
  3. Fill in the display condition and other settings of the personalization variant.

    1. (Personas) Specify an IsInPersona condition, such as {% Subscriber.Contact.IsInPersona(SiteObjects.Personas.SeanG) %}, where SeanG is the name of the persona.
  4. Click Save & Close.
    • The zone configuration dialog opens for the variant.
    • By default, the variant has the same values in its properties as are set for the original zone.

  5. Click Save & Close once you have configured the zone variant's properties as required.
  6. (Optional) Preview the different zone variants using the personalization slider in the header of the zone.
    1. The configuration of each zone variant has an additional Variant properties tab, where you can modify the settings of the personalization variant. 

The system stores the variants of personalized zones on the given page's page template, so the variants are present on all pages that use the same template.

Personalizing editor widgets

If you are an editor without access to the Design tab, you can leverage content personalization on pages with editor widget zones. You can create different variants of widgets, each with different property settings and content.

Personalizing widgets under workflow

Personalization variants of editor widgets are NOT included within the scope of workflow. Changes made to widget variants can have an immediate effect on the live website, and are not recorded in the page version history.

For administrators: To strictly enforce the workflow publishing process, you need to prevent editors from creating widget variants — define editor roles without the Manage permission for the Content personalization module.

To add personalization variants for editor widgets:

  1. In the Pages application, edit the page containing the web part zone on the Page tab.
  2. Hover over the widget and click Add content personalization variant () in the top right pop-up menu.
  3. Fill in the display condition and other settings of the personalization variant.

    1. (Personas) Use the Contact is in persona macro rule in the macro Rule designer.
       

  4. Click Save & Close.
    • The widget configuration dialog opens — the variant is simply another instance of the original widget.
    • By default, the variant has the same values in its properties as are set for the original, but you can change them as required.

  5. Click Save & Close once you have configured the widget variant's properties as required.
  6. (Optional) Preview the different widget variants using the personalization slider in the header of the widget.
    1. The configuration of each widget variant has an additional Variant properties tab, where you can modify the settings of the personalization variant. 

When you create a variant for a widget, a slider becomes available in the pop-up menu. You can use the slider to switch between the widget's variants.

Switching between widget variants

The personalization menu offers the following buttons:

  • Add content personalization variant - creates a new variant for the given widget. If the page has a multivariate test, you need to select which type of variant to create.
  • Remove variant - removes the variant currently selected on the slider (not available for the original widget).
  • Variant list - opens a dialog showing a list of all variants defined for the widget. You can also manage the variants.

To edit the properties of the widget variant currently selected in the slider, hover over the widget to expand its menu and click Configure. The configuration dialog has an additional Variant properties tab, where you can modify the settings of the personalization variant.

Warning
  • Removing a widget immediately deletes all of its variants, even if you do not save the page content.
    Using the Reset widgets action provided by a Widget actions web part, you can remove all widget variants from the page.
  • If you Copy an editor widget with variants, the system only transfers the original widget (without variants).

The system categorizes editor widgets as page content, so widget variants are bound to specific pages (they are not included on the page template).

Previewing personalization variants

You can use the sliders of personalized page components to switch between individual variants (including the original). The page displays the content of the currently selected variants on the Design tab, Page tab and in Preview mode.

The system only resolves the display conditions of personalization variants on the actual live site. This allows you to check how the page looks with different active variants, without having to fulfill the required conditions. Simply set the sliders to the appropriate variants.

When viewing the content of variants while cycling through sliders on the Design tab, make sure that you have the Web part content checkbox selected in the page header.

Editing the content of personalized pages

On pages with personalized web parts that provide editable regions (Editable text or Editable image), you can enter unique content for each variant.

  1. In the Pages application, view the personalized page on the Page tab.
  2. Hover over the personalized section of the page.
    • A menu icon appears.
  3. Select the variant that you wish to edit or view.

The system reloads the page with the content of the chosen variant. You can edit and save the variant's content as required.

Switching between the variants of an editable text region

Reference - Personalization variant settings

The following properties are available when creating or configuring personalization variants:

PropertyDescription

Display name

The name displayed in lists of content personalization variants in the administration interface.

Code name

Serves as a unique identifier of the variant.

Description

To make the variant easier to use and maintain, you can add an explanation about the scenario for which the variant is intended, describe the differences from the original component, etc.

Enabled

Indicates if the variant is considered as a possible content option.

When evaluating the variant conditions of a personalized component, the system skips disabled variants (even if the requirements set by the condition are fulfilled).

Display condition

Enter the condition that must be fulfilled for the page to display the variant. By utilizing macro expressions, you can write any condition. In order to work correctly, the result of the expression must be a logical (boolean) value.

Example:

(CurrentDateTime.Hour >= 9) && (CurrentDateTime.Hour <= 17)

Ensures that the variant is only displayed if the current time is between 9 AM and 5 PM.