Friday 29 August 2014

Create personalization components in AEM CQ

Personalization: Personalization is a technique to serve personalized content to each user. It can be based on user logged in by city, country
Here are the steps involved in implementing personalization.

Step1: Create the Segments.(Segments hold the rule to be checked while displaying a teaser on any page)

Go to Tootls > Segmentation


Double click on created segment and configure the test condition to be evaluated. For eg: We are going to display the teaser for ‘Male’ users.

For this, drag the ‘User properties’ from side kick.


Edit the property to check the condition ‘gender=male’

Now the segment will look as below.


Step2:  Create Brand, Campaign Container (Brand holds campaigns, campaign holds teasers)

Once segment is created, Go to > Campaigns (http://localhost:4505/mcmadmin#/content/campaigns)

Create Brand selecting brand template,


Now create Campaigns by selecting campaign template


Step3:  Create Teasers

Once campaign is created, go to lists view and create teasers.


Add some text and image to teaser by editing it. Sample is shown below.

Configure the touch point properties of teaser by selecting the segment in ‘Advanced section’as shown below.
This is the linking point between segment and teaser.


Now the campaign page looks as below.

Step4:  Add Teasers to any page
Now go to the page where you want to display the teaser, drag and drop teaser

Enter the configuration selecting campaign to be run for the page as shown below.


Step5:  Test the teaser by setting client context. (Client Context is used to check/modify any user attributes during testing the personalization)

Now go to client context (CTRl+Alt+C) and select a ‘male’ user. You can see the teaser is displayed as shown below.

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  1. Really cool post, highly informative and professionally written and I am glad to be a visitor of this perfect blog, thank you for this rare info!
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  2. Hi,

    I am stuck up at the step: "create Campaigns by selecting campaign template".

    After creating the Brand, I selected the newly created Brand and selected "New" menu item.
    In the new Page dialog, I am not seeing Campaign as the template. Only "Area" template is visible.

    I am using AEM 6.2.

    Kindly suggest.


    1. Hi Shivarm,

      AEM 6.2 personalization steps are different from older versions.
      Have you seen my posts on Personalization AEM 6.2(April 2017 - links below)?

      Create Brands in AEM Personalizaton :
      Personalization in AEM 6.2:
      ClientContext in AEM:
      ContextHub/Segments - Audience Creation:

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