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Personalization Hub Manual / Version 2310

Table Of Contents

Personalization Hub Manual

Copyright CoreMedia GmbH © 2023

CoreMedia GmbH

Altes Klöpperhaus, 5. OG

Rödingsmarkt 9

20459 Hamburg

International

All rights reserved. No part of this manual or the corresponding program may be reproduced or copied in any form (print, photocopy or other process) without the written permission of CoreMedia GmbH.

Germany

Alle Rechte vorbehalten. CoreMedia und weitere im Text erwähnte CoreMedia Produkte sowie die entsprechenden Logos sind Marken oder eingetragene Marken der CoreMedia GmbH in Deutschland. Alle anderen Namen von Produkten sind Marken der jeweiligen Firmen.

Das Handbuch bzw. Teile hiervon sowie die dazugehörigen Programme dürfen in keiner Weise (Druck, Fotokopie oder sonstige Verfahren) ohne schriftliche Genehmigung der CoreMedia GmbH reproduziert oder vervielfältigt werden. Unberührt hiervon bleiben die gesetzlich erlaubten Nutzungsarten nach dem UrhG.

Licenses and Trademarks

All trademarks acknowledged.

December 11, 2023

1. Preface
1.1. Audience
1.2. Typographic Conventions
1.3. CoreMedia Services
1.3.1. Registration
1.3.2. CoreMedia Releases
1.3.3. Documentation
1.3.4. CoreMedia Training
1.3.5. CoreMedia Support
1.4. Changelog
2. Overview
3. Adaptive Personalization
3.1. Adaptive Personalization Overview
3.1.1. Example Scenario
3.1.2. Architectural Overview
3.1.3. Building Blocks
3.1.4. Data Privacy Considerations
3.2. Adaptive Personalization Configuration and Operation
3.2.1. Defining Property Editors
3.2.2. Configuring Caching For Rules and Condition Evaluation
3.2.3. Configuring The Customer Persona Form
3.2.4. Configuring The PersonaSelector
3.2.5. Localizing the Customer Persona Info Window
3.2.6. Monitoring Components With JMX
3.3. Developing With Adaptive Personalization
3.3.1. Architectural Overview
3.3.2. Working With the User's Context
3.3.3. Working With Selection Rule Lists
3.3.4. Working With Customer Segments
3.3.5. Working With Scoring
3.3.6. Working With Search Queries
3.3.7. Localizing the Studio Plugin
4. Client-side Personalization
4.1. Installing Client-Side Personalization
4.2. Client-Side Personalization Configuration and Operation
4.2.1. Configuring the p13n-core Extension
4.2.2. Creating Segments in Studio
4.2.3. Configuring the p13n-monetate-adapter Extension
4.2.4. Configuring the p13n-adapter-generic Extension
4.3. Client-Side Personalization Using Headless Server
4.3.1. Prerequisites
4.3.2. Download the Personalization Headless Schema
4.3.3. Extend GraphQL Queries by P13N Fragments
4.3.4. Integrate p13n Experience into the Preview Context
4.3.5. P13N Variant Rendering of Experiences and Segments
4.3.6. P13N Studio Integration
4.3.7. Integration with the P13N Service Provider
5. Reference
5.1. Condition Types
5.2. Content Types
5.3. Supplied Context Sources
Glossary
Index

List of Figures

2.1. Personalization architecture
3.1. Example Page with Main Teaser
3.2. Architectural overview
3.3. The PersonaSelector in CoreMedia Studio
3.4. The Customer Persona Info Window in CoreMedia Studio
3.5. Adaptive Personalization overview
3.6. Request processing in the CAE
3.7. ContextObject usage
3.8. ContextCollector position
3.9. A ContextSource implementing typical interfaces
3.10. PropertyProvider Interface
3.11. Property container and field
3.12. Caching SelectionRuleProcessor instances
3.13. Scoring classes
3.14. Evaluating a Search Function
3.15. Example of a help text
4.1. Properties for Monetate connection
4.2. Create Action in Monetate
4.3. Monetate action screen
4.4. Monetate enter data for new action
4.5. Create experience in Monetate
4.6. Copy JavaScript code from Studio
4.7. Insert JavaScript code into Monetate action
4.8. Define Monetate experience
4.9. Add code to variants
4.10. Add an experience for AI powered segmentation
4.11. Experience for AI powered content selection
4.12. Place Final experience
4.13. Evergage settings item
4.14. Dynamic Yield settings item
4.15. Create CMExperienceDefinitions in Studio
4.16. Configure experience definition in Studio
4.17. Evergage Experiences panel
4.18. Adding JavaScript code to the variants
4.19. Defining Segment experiences in Evergage
4.20. Evergage add JavaScript to experience
4.21. Create final experience for Evergage
4.22. Create campaign in Dynamic Yield
4.23. Edit Dynamic Yield experience
4.24. Creating campaign for Dynamic Yield segmentation
4.25. Dynamic Yield configure experience for segmentation
4.26. Dynamic Yield add JavaScript to segment

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