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Definining Personalization Variants

Personalizing content is achieved by adding personalization variants to content. A personalization variant determines the conditions for showing personalized content and what that content is. Personalization variants can be nested within each other in layouts and they can also be grouped or stacked, which allows you to define multiple variants that occupy the same position within a content item. See Grouping Personalization Variants and Nested Personalizations for complete information.

To personalize content, follow these steps:

1. Double-click on the content item or hover over the title and select [Edit] to enter Edit mode.
2. If you want to personalize a content element, click it to select it. To personalize rich text, highlight it.
3. Click the Personalize icon in the Editor toolbar:
   
   
   
   
   A dialog box appears from which you can define the personalization variant.
   
   
4. Select the category to which the personalization belongs to (if applicable) from the "Select a Category" drop-down list.
5. Select the personalization from the "Select a Personalization" drop-down list. For example:
   
   
   
   
   
6. Click [Add]. The personalization is assigned to the content. A small "personalization" icon appears next to the content that has been personalized. The name of the personalization appears in the "Selected Personalizations" dialog box and a blue circle appears next to the name of the personalization, For example:
   
   
   

When you are in Edit mode, the content that has been personalized is surrounded by a dashed outline. For example:



When a personalization group contains just one variant, the default name of the variant is the name of the personalization "Has confirmed" in this example.

Multiple Personalizations

You can assign more than one personalization to a variant. When you do so, you have the option of defining whether there is an "AND" or "OR" relationship between the personalizations. When "AND" (all) is defined, the content will only be displayed when all personalizations are matched. When "OR" (any) is defined, the visitor will see the content when they match any of the assigned personalizations.

To assign multiple personalizations to content, follow these steps:

1. Double-click on the content item or hover over the title and select [Edit] to enter Edit mode.
2. Select the content that you want to personalize.
3. Click the Personalize button in the Toolbar.
4. Select the personalization from the "Personalization" drop-down list.
5. Click [Add].
6. Repeat the previous two steps for each personalization you want to assign to the content.
   
   All personalizations assigned to the content appear in the list. For example:
   
    
   
   
   
   
7. Select whether the personalizations have an AND (all) or an OR (any) relationship with each other from the drop-down list. For example:
   
   
   

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Grouping Personalization Variants

Grouped personalization variants are variants that are assigned to the same content and occupy the same position on a content item. When you group or stack personalization variants, only one can be triggered depending on the conditions. You determine the order in which personalization variants are evaluated and triggered. Grouped personalizations can be visualized as follows:

As you can see, the stacked personalization variants are all assigned to the same location on the content item. When a website visitor matches a personalization variant, the content assigned to that variant is shown. When variants are grouped, only one of them can be triggered.

To group personalization variants, follow these steps:

1. Select the content that you want to personalize.
2. Click [Personalize].
3. Create a personalization variant.
4. Select Add from the Actions menu:
   
   
   
   
   The new variant is added to the group.
5. Add one or more personalization to the new variant and define it further as described in Defining Personalization Variants.
   
   After you add one or more variants, the personalize icon changes to reflect that there are multiple variants assigned to the location:
   
   
   
   
   

Adding Content for a New Variant in the Group

After adding a new variant to the group, the content belonging to the previously selected personalization variant disappears and new content can now be added for the new variant.

Defining the Order of Evaluation

When personalization variants are grouped, only one of them can be triggered. You define the order that the variants are evaluated. To do so, follow these steps:

1. Open the personalization group.
2. Select Manage from the Actions menu:
   
   
   

The variants are listed in the order they will be evaluated. For example:

The personalization(s) assigned to the first variant that is matched will be shown to the website visitor. To change the order, click and drag a variant up or down in the list.

Deleting a Personalization Variant

There are two ways to delete a variant:

• In the Manage Variants list, hover the mouse over the right side of the variant and click the X:
  
  
  
  
  

• While viewing the variant details, select "Delete" from the Actions menu:

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Editing Personalization Assignments

To modify the personalization(s) assigned to content, follow these steps:

1. Double-click on the content item or hover over the title and select [Edit] to enter Edit mode.
2. Click the personalization icon to the right of the content to open the Select Personalization dialog box.
3. Modify the personalization assignments as desired.
4. Close the Select Personalizations dialog box by clicking the Close icon in the upper right corner.

Removing a Personalization

To remove a personalization from content, follow these steps:

1. Double-click on the content item or hover over the title and select [Edit] to enter Edit mode.
2. Click the Personalization icon to the right of the content in the Editor. The Select Personalizations light box appears.
3. In the list of personalizations in the "Selected Personalizations" dialog box, hover the mouse over the personalization you want to remove and click the "X" to the right of it. For example:
   
    
   
   
   The personalization is removed from the content.

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Nested Personalizations

Personalizations nested within each other can be visualized as follows:

When a personalization variant is nested within another, the content will not be shown unless the outer personalization variant is triggered. In the example above, personalization variant B cannot be triggered unless personalization variant A is triggered. Likewise, personalization variant C cannot be triggered unless both A and B are.