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Adaptive Personalization Manual / Version 2110

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3.4 Configuring The PersonaSelector

The PersonaSelector is a component of CoreMedia Adaptive Personalization that is shown in the Preview Toolbar of CoreMedia Studio. As depicted in Figure 3.1, “The PersonaSelector in CoreMedia Studio”, you can unfold it by pressing the corresponding button in the Preview's Toolbar (1.). It contains Customer Personas that represent typical visitors of your website. When selecting a Customer Persona its artificial context properties are read from the CMS and the Preview is rendered accordingly. For example, a Customer Persona could explicitly simulate a specific date to test a Personalized Content displaying special offers on Christmas Eve.

In addition to simply selecting a Customer Persona, the PersonaSelector allows you the following:

  • navigate to the location of the Customer Personas' backing documents in the Content Management Server (2.) and

  • open the Customer Persona Info Window with detailed information about the context properties of a specific Customer Persona (3.).

The PersonaSelector in CoreMedia Studio

Figure 3.1. The PersonaSelector in CoreMedia Studio


The initial view of the Customer Persona Info Window displays the basic context properties as shown in Figure 3.2, “The Customer Persona Info Window in CoreMedia Studio”. You can display a grouped list of all contained properties by switching to the "Details" tab (1.). To permanently modify a context property press the "Edit" button (2.), which opens the Customer Persona's backing CMS document in a new document tab. You can also activate a Customer Persona from the Customer Persona Info Window by clicking the "Activate Customer Persona" button (3.). If you want to know how to customize localized context properties of the Customer Persona Info Window, have a look at Section 3.5, “Localizing the Customer Persona Info Window”.

The Customer Persona Info Window in CoreMedia Studio

Figure 3.2. The Customer Persona Info Window in CoreMedia Studio


By default, the PersonaSelector offers a list of all Customer Personas - which are documents of type CMUserProfile - that are located in the /System/personalization/profiles folder (which is different in CoreMedia Blueprint, see further below). Furthermore, it offers a method that can be used to adapt the paths from which Customer Personas are retrieved:

  • public function addPath(repositoryPath:String, groupHeaderLabel:String)

  • public function clearPaths()

The groupHeaderLabel argument of the addPath method defines a label that is used to group the Customer Personas within the PersonaSelector that are retrieved from the same path.

Example

If you do not want to retrieve Customer Personas from the default path, but from the paths /context and /experimental where all Customer Personas from the latter location should be suffixed with "experimental" you would do the following in a plugin:

...
public function init(component:Component):void {
  const selector:PersonaSelector = component as PersonaSelector;
  if (!selector) {
    throw Error("plugin is only applicable to components of 
          type PersonaSelector");
  }
  selector.clearPaths();
  selector.addPath('/contexts');
  selector.addPath('/experimental', 'experimental');
}
...

CoreMedia Adaptive Personalization contains ready-made plugins for use with the PersonaSelector:

ptype Description
disablefortypes Disables the selector if one among a set of preconfigured content types is being previewed.
addpath Adds a path to the list of path used by the selector.
addsitespecificpath Adds a site specific path containing a placeholder to the selector.

Table 3.2. Plugins for PersonaSelector


You add plugins to a component via the plugin rules of your project module (see the "Understanding Studio Plugins" section in the CoreMedia Studio Developer Manual for details). CoreMedia Blueprint provides a ready to use example of the PersonaSelector with the side independent default path /Settings/Options/Personalization/Profiles and the site specific default path Options/Personalization/Profiles.

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