Personalisation

Personalisation rules can be used to tailor and target content across Hantsweb

Overview

Personalisation is a catch-all term used to describe different methods used to tailor the Hantsweb experience for users, helping them to achieve their goals as quickly and as effectively as possible

Rooted in our Hantsweb design principles, we take a user-centred approach to personalisation. This means we use data analytics to track and monitor user actions on the website to allow us to understand the areas we can improve.

Tools

The main tools to tailor and track user experience on Hantsweb are goal and rule setting.

Best practice would suggest setting goals first and then based on the insight gathered, set some personalisation rules on specific components, based on the goals achieved.

These tools should only be used once a content strategy has defined and prioritised, the key performance metrics defined, the content/components to be targeted have been identified and a process for monitoring the results is in place.

Goals

A goal can be assigned to a specific action/activity, to allow you to track how users are interacting with the specific action/activity.

  • Example:
    • Set a goal on how many people visit a page
    • Set a goal on how many people submit a form

Assigning a goal to an activity

  1. In content editor, go to Marketing Control panel, and select Goals
  2. Right click on the goal folder and select insert goal with appropriate name
  3. A new goal needs to be created for each specific event you want tracked
  4. To deploy the goal, on the Review tab, in the Workflow group, click Deploy
  5. Go into content editor, and select the page you want to assign a goal on
  6. In the menu bar select Analyze > Goal
  7. You are presented with a list of the published goals, select the goal attributable for the page and save

Monitoring a goal

A.

  1. Go to the marketing dashboard in Sitecore
  2. Select Analytics
  3. Select behaviour section in the side menu
  4. A report can be downloaded in the analytics dashboard allowing content authors to monitor progress

B.

  1. Select the page you have assigned a goal for and select Analyse on the menubar
  2. Select Reports, and select Page – Goals and Events
  3. Here you can track the progress of the goal

 

Rules

A rule is a logic based argument where a content author assigns actions to a component in order to change content displayed to a user or to control the user experience

  • ie. if x is true, then do y - where x is the condition and y is the action
  • This rule is built within the Rule Set Editor

Assigning a rule to a component

The Rule Set Editor uses logic-based rules to determine whether a user meets a condition and responds to change the content accordingly, or to control a user experience

  1. To set up, in Experience Editor, go to the page which has the component you wish to assign a rule to
  2. Select the component you wish to assign the rule to and select to personalise the component in the toolbar
  3. In the personalisation box you have the option to personalise the presentation of the component
  4. If selected, this allows you to change the presentation of the component if the action of the rule is true, for example changing the image/icon of a tile component
  5. To assign a rule, select the plus icon to add a personalisation rule and specify the name for the rule
  6. Select Edit Rule, and choose a set of conditions in the rule set editor to apply to this component
  7. Rules can be further customised by selecting the underlined section of the rule
  8. The content author can choose to show the presentation of the component, change the presentation or to hide it
  9. More than one rule can be used on a component in a priority order
  10. Once set up, the conditions is visible in the component and content author can easily switch component back to its default condition

Monitoring a rule

  1. In Experience Editor, go to the page with the personalised component
  2. Select Personalisation in the menu bar
  3. This shows a dashboard of results of the rule, allowing you to consider changing the conditions for the rule if necessary