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Maintaining data in the profile and recording the visitor's behavior allows offering information targeted for that visitor. Once a visitor's area(s) of interest are identified, you can display content that is targeted toward their interests. This also provides the website visitor with a better experience.

For complete information on how to personalize content in XperienCentral, see Personalizing Content.

To access the Authorization Personalize panel, navigate to Configuration > AuthorizationPersonalize.

 

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To personalize content, you must perform the following steps:

  1. Create the XSLT expressions that trigger personalized content.
  2. Personalize the content elements to show the targeted content.
  3. Personalize one or more content items.
  4. Test the personalizations.

An Editor can add personalization quickly and easily while editing an content item in the Editor. For complete information about personalizing content, see Personalizations.the XperienCentral online help for the Editor (Help > Visitor Segmentation > Personalize).

 

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Creating XSLT Expressions

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  1. Navigate to Configuration > Personalize.
  2. Click the "XSLT Expressions" tab.
  3. Select <New expression> from the "Select" menu.
  4. Define the following properties:

    PropertyDescription
    CategoryThe category (if any) to which this expression belongs.
    AvailableSpecifies whether this expression is available for use.
    TypeThe options are:
    • Condition: XPATH expression that generates
    'true'
    • TRUE.
    • Choose: The same as 'Condition' but with a redirect to another page if the expression generates
    'false'
    • FALSE. The login page is the default.
    • Select: An XPATH expression that retrieves information from an XML structure.
    • XSL: An XSL template, for all other options.
    Show linksSelecting
    '
    "Yes
    '
    " displays a protected page on the menu. For users with insufficient rights, this has no effect. The visitor will be redirected to the login page and will be able to access the desired page if he or she logs in.
    XSLTXSLT code (for type
    '
    "XSL
    '
    ") or XPATH expression (for other types). Examples:

    Condition
    /root/system/user/
    sex
    gender = '1'
    (Verify that the visitor is male.)

    Choose
    count(/root/system/user/username) > 0 and (/root/system/user/username) = 'administrator'
    (First, verify that the 'username' tag exists and then that the user is the administrator.)

    Select
    /root/system/user/firstname
    (Retrieve the first name.)

    XSL
    <xsl:value-of select="/root/system/user/firstname"/>
    <xsl:text > </xsl:text>
    <xsl:value-of select="/root/system/user/lastname"/>
    (Retrieve first name + space + last name.)
    Assigned toIf this expression is used in one or more presentation models, the models are listed here.
    Test XSLTTests the XSLT code to ensure that it is correct.



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Combining Expressions in Personalizations

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Define the following properties:

PropertyDescription
NameThe name of the model.
CategorySpecifies the category, if any, to which this personalization belongs.
AvailableSpecifies whether this personalization is available for use.
OperatorThe operator to use. The options are AND and OR.
Use NOT operatorSurrounds the entire expression with a NOT operator.
Show linksSelecting 'Yes' displays a protected page on the menu. For users with insufficient rights, this has no effect. The visitor will be redirected to the login page and will be able to access the desired page if he or she logs in.
Assigned expressionDisplays the expression assigned to this personalization model.
Total expressionThe XSLT code of the combined expression.
Test XSLTTests the XSLT code to ensure that it is correct.



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Usage

The Usage tab shows which XSLT expressions and personalization models are assigned to pages and page sections. The on the page that to which the currently selected expression or model is assigned also appears. When you click a page title in the list, XperienCentral navigates to that page or page section in the Editor.



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Categories

On the Categories tab you can create categories to which you can assign personalizations and expressions. This makes it easier to organize your personalizations and expressions into groups. The categories also appear in the "Select Personalizations" panel when an editor is personalizing content, which makes it easy to quickly locate the personalization they are looking for.

To create personalization categories, follow these steps:

  1. Click the "Categories" tab.
  2. Select "<new category>" from the "Select" drop-down list.
  3. Enter the name of the new category in the "Category Name" field.
  4. Click [Apply]. For example

    Image Added


    The new category is added. For example:


Categories in the Select Personalizations Panel

When a user is personalizing content in the Editor, they have the option to see all available personalizations or to select the specific category in which the personalization is placed (if categories are used). For example:

 

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Once the category is selected, the available personalizations can be selected from the "Personalization" drop-down list.

 



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