CMS for editors > Managing content > Personalizing content

Personalizing content

Personalization in Episerver allows you to target website content for selected visitor groups. You can, for instance, design a product banner, a landing page or a registration form specifically for first-time visitors, or for visitors from a geographic region or market.

The personalization feature is based on customized visitor groups, which you create using a set of visitor group criteria. Visitor groups must first be created to become available for selection when applying personalization.

There are numerous visitor group criteria available for usage across the entire Episerver platform. Refer to Administering visitor groups for more information.

Working with personalization

You can personalize any type of content in the rich-text editor as well as in a content area. Personalize part of a text, an image, or a block in the rich-text editor, or personalize an image, a block or a page in a content area, if you have these in your web pages.

If you have multiple visitor groups, a visitor may match more than one visitor group. You can then use personalization groups to group content to avoid displaying the same content twice, and display fallback content to visitors who match no visitor groups.

The preview option in the top menu allows you to preview the personalized content as the different visitor groups will see it, before publishing.

Applying personalization

In the rich-text editor

  1. Open the page for editing, and select the content you want to personalize in the editor area.
  2. Click Personalized Content in the editor toolbar.
  3. Add one or more visitor groups from the list.

  4. Preview the personalized content to verify the result.

In the content area

  1. Open the page for editing, and select the content you want to personalize in the content area.
  2. Select Personalize from the context menu.
  3. Select one or more visitor groups from the list.
  4. Preview the personalized content to verify the result.

Editing and removing personalization settings

In the rich-text editor, click the edit button for the personalized content, and update the personalization settings, or select Remove Personalization.

In the content area, expand the desired Personalized Group section and click the desired visitor group link to edit the settings. To exclude content from personalization, drag it outside the group, or select Move Outside Group in the context menu.

Providing access to content using visitor groups

Visitor groups can be used for granting access to specific content. You can, for instance, make a page or a block accessible only to visitors from the UK, by providing access for the visitor group “UK visitors”. Refer to Access rights in the content structure for more information.

Monitoring visitor group activities

Visitor group activities can be monitored by following the number of visits to personalized content. The result is displayed using the visitor groups statistics gadget on the Episerver dashboard. Refer to Gadgets for more information.

Personalizing Commerce content

If you have Episerver Commerce installed, there are additional visitor group criteria available specific for e-commerce scenarios. Refer to Personalization in the Commerce section of this user guide.

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Episerver User Guide update 15-5 | Released: 2015-11-16 | Copyright © Episerver AB | Send feedback to us