Administering the Personalization Portal

The Personalization Portal is the user interface for accessing Product Recommendations and Email Product Recommendations features. Features include automatic product recommendations online and through email.

You can see how a site is configured, but you must contact Episerver Support to modify Personalization site attributes. Personalization Portal is available only if you have Product Recommendations or Email Product Recommendations installed on your site.

You can do the following functions with the Account menu.

  • Session viewer. Using a user's CUID or IP address, you can view a snapshot of current user activity. See Viewing session data.
  • Site management. You can see how a site is configured but can modify site attributes only through contacting Episerver Support. See Managing your site.
  • Site tokens. View your site and client tokens. See Accessing site tokens.
  • Language. Select a display language for the Personalization Portal. See Selecting your display language.
  • Password. Change your account password for the Personalization Portal. See Changing your password.
  • About. Displays the version of the Personalization Portal.
  • Logout. Logout from the Personalization Portal.

    Image: Account menu

Viewing session data

You can view a user’s session activity on a site using their CUIDStands for "customer user ID" or you can view your own session activity by using your CUID or your IP address.

Managing your site

Site management lets you perform the following functions.

Viewing feed status

You can view the status of the import of your site’s product catalog feeds. The status is either Successful or Error. If you get an error status, click Error for more details about the error.

Feeds are automatically imported daily into the Episerver Personalization system, but you can contact Episerver Support to have a feed processed manually.

Image: Viewing feed status

Viewing trigger settings

The Manage Triggers for this site view shows trigger settings. Contact Episerver Support if you need to change the settings.

  • In-session triggers. Shows whether triggers are enabled.
  • Daily triggers. Shows whether daily triggers are enabled.
  • Scheduled time. Shows the time when daily triggers go into effect.
  • Hashed email address. Shows whether hashed email addresses can be viewed.
  • Maximum age of sessions. Shows the number of milliseconds that a session can exist before it ends or becomes a new section.
  • Save config. Save the specified settings.
  • Cancel. Dismiss changes and return to the previous settings.

Image: Viewing trigger settings

Viewing Personalized Search & Navigation settings

The Manage Personalized Find for this site view shows the strategy for Personalized Search & Navigation (formerly Personalized Find). Contact Episerver Support if you need to change the settings.

  • Personalized Find. Indicates whether Personalized Search & Navigation is enabled.
  • Strategy. Shows the strategy that is select for Personalized Search & Navigation. If there are more than one strategy, you can select another strategy though Episerver Support.
  • Save config. Saves the specified settings.
  • Cancel. Dismisses changes and return to the previous settings.

Image: Viewing Personalized Find settings

Viewing site settings

The Site settings view shows the following site attributes. Contact Episerver Support if you need to change the settings.

  • Default currency. Shows the currency for your site.
  • Default timezone. Shows the timezone for your site.
  • Online order updates. Shows whether online order updates are accepted. If this is Off and a customer wants to add something to their online order, the customer will have to make a separate online order; if On, the customer can make changes to their online order.
  • Offline order updates. Shows whether offline order updates are accepted. If this is Off and a customer wants to add something to their in-store order, the customer will have to make a separate in-store order; if On, the customer can make changes to their in-store order.
  • Save Config. Saves the specified settings.
  • Cancel. Dismisses changes and return to the previous settings.

Image: Viewing site settings

Viewing your site groups

The Groups view shows groups that exist for client sites. Episerver Support can modify the following.

  • Create new group. Contact Episerver if you need a new group.
  • Edit. Click to modify an existing group.
  • Delete. Click to remove the group from the site.
  • Sort. You can sort the group attribute columns by clicking on the headings.
  • Search. Enter the name of a group to find it in the list. Partial names are allowed.

Image: Viewing your site groups

Accessing site tokens

For native clients, the Site tokens view shows the values of your tokens. The Site admin token is necessary when embedding the Personalization Portal in the Episerver global navigation; the client tokens are what you provide in the tracking request. See clientToken in the Common Elements topic on the Episerver World site.

Image: Accessing site tokens

Selecting your display language

You can select a language in which to display the Personalization Portal.

Image: Selecting your display language

Changing your password

Change your password. The online help shows how you can create a strong password.

Image: Changing your password