Personalization for the Masses

Presented by:Ed Kapuscinski

Personalization for the MassesGet Ready to Use Sitecore's Personalization Capabilities

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Personalization is everywhere

2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore and Own the Experience are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.

#Sitecore SYM

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Personalization is everywhere

2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore and Own the Experience are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.

#Sitecore SYM

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Personalization is everywhere

2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore and Own the Experience are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.

#Sitecore SYM

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More meaningful engagement

Stronger relationships with your customers

Improved conversion rates

Increased revenue

You dont need convincing

2001-2016 Sitecore Corporation A/S. All rights reserved. Sitecore and Own the Experience are registered trademarks of Sitecore Corporation A/S. All other brand and product names are the property of their respective owners.

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Yesterday's challenges are gone

Personalization is understood

The value of personalization is accepted

Technology has simplified personalization

replaced with new ones

What, exactly, can I do with personalization?

What do I need to consider when planning personalization?

How long is it going to take/how much is it going to cost?

How do I get started?

Challenges

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What We Mean By Personalization?

Common Personalization Terms

How Sitecore Personalization Works

Pre-requisites For Using Personalization

Setting Up Some Example Personalization

The Steps To Set Up Personalization

Details of Most Likely Useful Personalization Rules

What Im Going To Talk About

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The promise of personalization

The challenge of personalization

The tragedy of personalization

What Is Personalization?

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Personalization

Altering the display of a website based on information we have about the visitor viewing the site.

Terms

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OMS, DMS and XDB

These are all the names for the Sitecore functionality that has allowed for website personalization.

Different versions of Sitecore have called it different things.

Well refer to it as XDB during this presentation.

Terms

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Display Components

The granular pieces of display on a website.

Sublayouts, Renderings, Views, etc

Built by developers during development.

Were choosing a term because the actual underlying tech doesnt matter.

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Terms

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Terms

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Data Sources

Sitecore display components can allow for specific pieces of content to be set as their data source to provide content for that component.

Think of them like cartridges in an old video game system. The system (display component) can play whatever game (data source) you put in it.

Terms

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Terms

Data Sources

These two chunks of a page both use the same display component, but with different data sources set.

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Rules

Sitecore uses rules to define personalization situations.

These rules work like the rules in our email programs.

If X condition is met, perform action A.

Sitecores personalization rules can be compound: If X and Y but not Z condition is met, perform action A.

These rules are all exposed through the CMS, so content editors/marketers can set them up without developers.

Terms

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Rules BasedAllows you to configure rules (like a filter in Outlook).

Based on the evaluation of a rule, it can change: Data Sources Display Components Component & Data Sources Together

How Sitecore Personalization Works

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OMS/DMS/XDB Should Be Enabled This may require additional servers: SQL Server & MongoDB.

You need servers to hold some of the data that XDB generates and uses

Some functionality can be used without persistence. Rules around who the user is work fine. Rules around what the user has done only work for the current visit.

These are things to work out during development, even if youre not planning on using them right away.

Pre-requisites For Taking Advantage of Sitecore Personalization

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A good solution architecture is required

Pages must be broken up into display components.

This is a Sitecore best practice, but not always followed.

Display components must accept data sources

This is an easy thing for developers to do, and easier if done ahead of time.

Content sources need to exist for personalized components

May requires developers creating new data templates and places to store content.

Habitat makes this easy

Pre-requisites For Taking Advantage of Sitecore Personalization

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Sitecore Provided Services:

If youre doing GEOIP personalization, you need to subscribe to the Sitecore IP Geolocation Service.

If youre going to be doing device detection, you need to subscribe to the Sitecore device detection service.

Pre-requisites For Taking Advantage of Sitecore Personalization

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Create Content First you need to create the content that is going to be shown to users.

Setup Rule Then you need to setup the rule that determines when the personalized content should be shown to a user.

Setting Up Some Personalization

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