Getting Started: Personalization

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    21-Feb-2017
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Transcript of Getting Started: Personalization

  • Personalization for the Masses

    Presented by:Ed Kapuscinski

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

  • 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

    4

    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

    5

    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.

    #Sitecore SYM

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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

  • 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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    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

  • 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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    The promise of personalization

    The challenge of personalization

    The tragedy of personalization

    What Is Personalization?

  • 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

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

    Terms

  • 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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    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

  • 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

    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

  • 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

    13

    Terms

  • 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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    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

  • 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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    Terms

    Data Sources

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

  • 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

    16

    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

  • 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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    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

  • 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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    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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    #Sitecore SYM

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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

  • 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

    20

    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

  • 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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    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

  • 2001-2016 Sitecore Corporation A/S. All ri