You can use a graphical user interface in CoreMedia Studio to create and edit Personas. You can modify and add new properties without the need to know how data is persisted in a Persona.
There are two different kinds of properties in this graphical user interface:
Static properties (for example name and birthday) have a fixed position and are predefined inside the
Personacontent type.The Commerce System property is special in this way, that you can add more than one User Segment.
Dynamic properties are used to add custom context data without modifying the content item type. You can add and remove dynamic properties using the GUI. In this example, the "Explicit Interests" section and the Base settings tab encloses the dynamic properties.
By convention global Personas are located in the
/Settings/Options/Personalization/Profiles folder and site specific
ones are located in the /Sites/'site
name'/Options/Personalization/Profiles. Hence, global Personas are available for
all defined sites. Site specific ones appear only in the Persona selector if the
according site is displayed in the preview of CoreMedia
Studio.
![[Note]](../common/images/note.png) | Note |
|---|---|
Personas are only intended for use in the preview CAE. Therefore, they do not need to be published. If you have published one by mistake, you can simply withdraw it. |
Creating a new Persona
To create a new Persona in CoreMedia Studio, create a new
content item of type Persona in the above mentioned folders for global or site
specific Personas. Afterwards, you can edit the profile with the graphical user interface.
Adding and removing new dynamic properties
In order to add a dynamic property proceed as follows:
Click the [Choose keyword] icon.
Select a property name from the taxonomy chooser.
or
Enter your keyword directly in the "Enter keyword" line.
or
Select the Base settings tab and enter your property with a value into the Context Data field.
In order to remove a dynamic property from the context, click the remove icon.
Adding and removing Commerce User Segments
| Note |
|---|---|
e-Commerce Blueprint feature |
In order to add a new User Segment, open the dropdown box and select a new segment from the list (1).
In order to remove a segment, click the x icon behind the existing entry (2).
Adding and removing B2B user contracts
| Note |
|---|---|
e-Commerce Blueprint feature |
For contract based preview of shop pages in Studio, you can add contracts to the personas of a B2B enabled site.
In order to add a new User Contract, open the dropdown box and select a new segment from the list (1).
In order to remove a contract, click the x icon behind the existing entry (2).
Removing a Persona content item
If you want to remove a Persona from the Persona selector you can either delete the content item or move it into another folder.
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