AEM Personalization Using Contexthub

AEM Personalization Using Contexthub

1. (Create configuration) Tools -> General -> Configuration browser 

2. (Create ContextHub Segment)  General -> Personalization -> Audiences 

3. (Create Brand) General -> Personalization -> Activities

4. (Create Activity) General -> Personalization -> Activities -> Select Brand

5. Click on Add Experience -> Choose audience (created segment in step 2)

Personalization means presenting personalized experiences (based on age, gender, geography etc...) to end customers.

·         Targeting engine decides which personalized experienced (i.e. Experiences) should be displayed based on which segment (Rule) is resolved.

·         Personalization using AEM can be achieved by three ways ContextHub, Adobe Target and Adobe Campaign. 

 

·         ContextHub is basically a framework for storing, manipulating, and presenting context data (data in which audience/end user is interested). With the help of client-side JavaScript API you can access data for personalizing content.

NOTE: All our segments and experiences are loaded at client side and then using JavaScript, contexthub segment engine decides which segment is resolved based on that, respective experience is displayed. 

There are different out of the box stores that are provided by AEM like profile store, geography store. We can also create our custom contextHub Store in AEM.

To view list of available store go to,

tools–> sites –> contextHub –> default –> contextHub Configuration.

http://localhost:4502/etc/cloudsettings/default/contexthub.html

Creating Segment in AEM:

 

Step 1: Go to Audience Page Dashboard –> Personalization -> Audience

You will see list of out of the box segments.

From top right click on Create –> Create ContextHub Segment

Enter below values:

·         Title – CustomFemale (Title you want to keep for your segment)

·         Boost – 0 (Provide higher boost value, if you want to increase priority of this segment over other segments)

Repeat same step to create another segment with below values:

·         Title – CustomMale

·         Boost – 0

Note: There is no option to delete a segment from touch UI console. All segments created are stored under /etc/segmentation/contexthub in CRXDE. We can go and manually delete the segment from there.

 Now select your newly created segment and click Edit.

Click on parsys (Drag Component here) and insert new component using the + sign.

You will a list of out of the box context hub components, each component has its own use and provide comparison based on different parameters.

Select “Comparison: Property- Value”

Configure that and enter below values:

Property name: profile/gender (Select the value from drop down Store/Parameter)

Operator: equal (Select the value from drop down)

Data Type: String (Select the value from drop down)

Value – female

Note: There are different out of the box stores are provided by AEM like profile store, geography store. As I am interested in profile information I will use profile store.

Repeat the above steps for CustomMale with value as male

Now we have created two custom segments CustomFemale and CustomMale.

 

 Test your segment

To test segment select a female profile and check as shown below.

Repeat similar step to test this segment by changing persona for male.

Create activity and add different experiences to a page:

Create custom page and drag image component on it

Now author and drag default image to it i.e. for anonymous users

Switch to targeting mode by changing Edit from top right corner to Targeting

Click on + icon near activity to create a new activity.

Name – My Custom Activity (You can provide any name for your activity)

Targeting Engine- Context Hub (AEM) {Select adobe target if you wish to implement personalization using adobe target and has a valid license}

Create different Experience for a page and add targeting:

As above add two experience that we want to display for male user and female user

Click on Add experience Targeting from right side panel. Search for our custom segments CustomFemale and CustomMale.

 

 

Select FEMALETEST, Click on image component and configure it, let’s add a female image to it. Save it.

Verify mapping between different experiences and audiences and click next. Specify the duration, keep it on activate and deactivate.

Repeat steps above for MALETEST also.

If you want you can specify date and time range also. Specify the priority. By default it is normal and click on save.

Click on Start Targeting and enable target on component.

Different experiences for a page based on different audiences/segments has been created now.

Test Personalization

To test personalization, simply switch to preview mode and change persona.

Select Persona View. Select anonymous user from persona drop down. As anonymous user is neither male nor female, so default segment will be resolved and all anonymous users will see default image.

Select female profile from persona drop down. As female segment is resolved, we will see personalized content for female users.

Select male profile from persona drop down. As male segment is resolved, we will see personalized content for male users.