Friday 7 April 2017

Create Brands in AEM Personalizaton

Brands in AEM
We need to create brands for starting with Personalization.
The personalization configuration page can be opened by clicking on Adobe Experience Manager link as below.

On clicking on personalization will open further configuration for audiences, offers, activities.

Links to create audience, offers, activities.

Audiences: http://localhost:4502/libs/cq/personalization/touch-ui/content/audiences.html
Activities: http://localhost:4502/libs/cq/personalization/touch-ui/content/activities.html
Offers: http://localhost:4502/libs/cq/personalization/touch-ui/content/offers.html

Now let us see how to create brands

Both activities/offers help to create a new brand.

Once we are in activities/offers, click on create, Create Brand below screen appears.

Enter the Brand title and relevant tags, click on create.

Now we have a new brand created.

Under the new brand we have options to create Folder or Offer, Area, Area As Live Copy.

Based on the requirement we can now create any levels of various personalized content this way.

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Personalization in AEM 6.2 and later

Personalization in AEM 6.2

In AEM 6.2 personalization works based on Experience, Activities and ContextHub. Let us see how can we test a basic Personalization in AEM 6.2.

Below are the steps to create personalization in Latest AEM.

  • -Add and configure ContextHub Segments
  • -Create a Brand and related Activity, (We need to select ContextHub as Engine and create its Experiences from the new segments);
  • -Add targets and relevant personalization components for each Experience.
  • -Configured the targeted component to use ContextHub as Engine;
Programmatic Personalization: Previous Posts
Programmatic personalization
Create personalization in older version of AEM
Watch the Personalization video here

Let us create a sample personalization component in Geometric site.

Once we open a Geometric Outdoors page we can see the  Targeting option as below. By default BRAND is selected as 'Geometric Outdoors'.

To create our own activity for the selected brand, click on the '+' symbol as shown below . In the new activity form  Enter a name (For eg:'My Target') and select target engine. (Context Hub is selected to ensure we are using our own segmentation from AEM). We can also use Adobe Target configuration to create personalization.

Once new activity is created, select the activity as shown below.

Now in Targeting mode, click on 'Start Targeting', A default experience will be always enabled. Now add new experience by clicking on  '+ Add Experience Targeting'

Select the Context Hub Segments which you have created referring Previous post. Basically we have one male(Test Male CH) and one female(Test Female CH) ContextHub segments created as experience.

Now author an image component in empty area of the page.

Right click , select Target, so that the component is enabled for target.

Now right click and  select Experiences,

Once you select the 'My Target', you can see all configured experiences appearing.( We can disable any of them in case they are not needed.)

Now go back to targeting mode, start targeting, select the component and select the experience to be updated. Click on 'add offer'.

Select the new image to be appeared on the corresponding experience. Click 'Next' for 'Create', 'Target', 'Goals & Settings' and save the Targeting.

We are done with our targeting configuration.

Testing the configuration:

Now click on preview select the user/ Persona and change for male and female.

Once male user is selected from PERSONA

Once female user is selected from PERSONA

We can test the persona, Geo-changes using Client context also.

Watch the video here

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ClientContext in AEM

The Client Context holds dynamic user data. Content Targeting works based on Client Context. Various user aspects can be used to target specific people and this data comes from Client Context. Client Context data can be used for analytics and other usage in a page using Javascript. Touch UI uses Context Hub instead of Client Context.

Client Context works based on below aspects:

The session store: Holds the dynamic user data.
The Simulation UI: Which displays the user data and assists in simulating the user experience.
A javascript API: Page can interact with session stores.

In classic UI, selecting the icon opens the Client Context as shown.

Related Posts:

Simulation examples:

We can click on the user icon as shown below and select different types of users and test the user personalization in various pages.

Now click on preview select the user/ Persona and change for male and female.

Once male user is selected from PERSONA

Once female user is selected from PERSONA

ContextHub/Segments - Audience Creation

ContextHub/Segments - Audience Creation

ContextHub is a new form(Touch based) of Segments available in previous version of AEM. The ContextHub page provides information about the default and user created stores and UI modules that have been created, the client library folders that are loaded, and links to useful pages.

Click on below link to open your local ContextHub Audience Page in AEM 6.2

It provides grid/ list views.

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ContextHub 'Create' provides 2 options

  1. Create Target Audience: Helps to configure the Target Audience by selecting the Target Configuration, which is already configured.
  2. Create Context Hub Segment: A section where we can add new segments and update existing ones.

Below screen lists the segments available.

Once you click on Create Context Hub Segment, below screen appears
Enter the segment title and boost value if it has to be boosted on evaluation

Once Context Hub Segment is created, select the newly created one and edit it

Now click on the + Icon and Insert New Component,  select 'Container AND'

Again click on the newly added container AND and select 'Comparison: Property - Property'

Now the container appears as below with property null.

Now edit the property as below , so that the newly added Context Hub Segment becomes a 'male' test based on profile.

Once we select the user/persona as shown below the Segment satisfy the condition

If persona is selected as female the condition becomes un-satisfied.

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