Test the configuration for AEM 6.4 Personalization

PREVIOUS: Create a Sample Personalization in AEM 6.4

In AEM 6.4 personalization works based on;

• Experience, 
• Activities and 
• ContextHub. 

Let us see how can we test a basic Personalization in AEM 6.4 by creating a sample. AEM 6.4 configuration is almost same as in AEM 6.3.  

Below are the steps to create personalization in Latest AEM.

•     Add and configure ContextHub Segments
•     Create a Brand and related Activity,
•     Add targets and relevant personalization components for each Experience.
•     Configure the targeted component to use ContextHub as Engine;
•     Test the configuration

  
How to test personalization in AEM 6.4.
In this post we are explaining about the testing of personalization. Hope you have gone through the article for creating personalization in AEM 6.4  

Open the page where targeting is enabled and Experiences are authored.

• Go to preview mode of the page. You can see the default image which was authored is displayed. In this case user persona is anonymous.

• Click on persona so that other users appears.

• Select a male user and see the image is updated as per the experience defined(Male)

• Select a female user from persona and see the experience s updated.

 This ensures that our previously configured sample personalization is working fine in AEM 6.4

Demo Video:
 
Read More:

Personalization Basics & Steps to create Personalization in AEM 6.4

Create ContextHub in AEM 6.4

Create Brands in AEM 6.4  

Create Activity in AEM 6.4

Create Offers in AEM 6.4

Steps to configure personalization from brands, activity with a sample 

Test Configured personalization

Personalization in AEM 6.4 - Basic Configurations with example

Let us create a sample personalization component in 'We.Retail' site. We.Retail is a demo site pre-configured in AEM 6.4.

Ensure you have gone through Personalization Basics & Steps to create Personalization in AEM 6.4 before starting with this tutorial

We have authored the sample component in page : http://[host]:[port]/editor.html/content/we-retail/us/en/men.html


Once we open a We.Retail page we can see the  Edit option as below.

Selecting Targeting option as above image.
By default BRAND is selected with value 'We-Retail' as shown below.

All the Activities are listed for the selected brand as shown. We can also create a new activity by clicking on the (+) icon directly.

Since we have already created a brand and activity, I am going to select and proceed with it.

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'

Next window allows to add an experience. We can either select default or click on 'Add Experience Targeting' to create new if its not already created. Since I have already created an activity(Male) for my brand, I will select that. Click Next.

I can see my already configured experience here. If required, we can edit the settings in this section.

To test personalization we need atleast two experiences. I have a male experience available already. Click on Add experience and select female audiences.

Now the target section looks as below.

Leave the next screen as it is.

On clicking save, we get a message, 'Your activity was saved'.

Now go back to edit mode , author an image component in empty area of the page.

Now go back to target mode

Click on 'Start Targeting',

Click on Target icon, we get a message that component is now targeted.

From next screen select Male and author a male image.

Now Select Female and author a female image.

Click Next and save the targeting.

We are done with our Personalization Targeting using ContextHub and experiences. Let us test it now.

NEXT: In my next post I will explain how to test it.

Demo Video:
 

Read More:

Personalization Basics & Steps to create Personalization in AEM 6.4

Create ContextHub in AEM 6.4

Create Brands in AEM 6.4  

Create Activity in AEM 6.4

Create Offers in AEM 6.4

Steps to configure personalization from brands, activity with a sample 

Test Configured personalization

Personalization in AEM 6.4 - Basic Understanding

PREVIOUS: Create Activity in AEM 6.4

Personalization in AEM 6.4 can be done through Targets or ContextHubs

In AEM 6.4 personalization works based on;

• Experience, 
• Activities and 
• ContextHub. 

Let us see how can we test a basic Personalization in AEM 6.4 by creating a sample. AEM 6.4 configuration is almost same as in AEM 6.3.  

Below are the steps to create personalization in Latest AEM.

•     Add and configure ContextHub Segments - Audience creation
•     Create a Brand and related Activity,
•     Add targets and relevant personalization components for each Experience.
•     Configure the targeted component to use ContextHub as Engine;
•     Test the configuration

  

 Let us understand some basic terms of personalization.

Follow the 'Read More' section in order to understand the steps involved in AEM 6.4 personalization.

NEXT:Detailed steps of creating Personalization is given in this post with an example.

Watch the demo video:
 

Read More:

Personalization Basics & Steps to create Personalization in AEM 6.4

Create ContextHub in AEM 6.4

Create Brands in AEM 6.4  

Create Activity in AEM 6.4

Create Offers in AEM 6.4

Steps to configure personalization from brands, activity with a sample 

Test Configured personalization

Create Brands in AEM 6.4 for Personalization

PREVIOUS: Create ContextHub in AEM 6.4

Through this post we are talking about AEM 6.4 Brands and method of creation of brands. In case if you are interested in 6.3 version of Brands follow this page.

Brands in AEM 6.4
To work with personalization, we need to create brands.

The personalization configuration page can be opened by clicking on Adobe Experience Manager link as below.

• Login to AEM 6.4

• Traverse through Navigation> Personalization> Activities>

Remember you can create Brand in both 'Activities' or 'Offers'

• Click on Create Brand

• Then in next screen(Template) select the Brand , click on Next

• In 'Properties' screen enter title and select any tags if required. Then click on 'create'.

• You will get a message that page is created and it will be listed under activities section

Note: The newly created brand will be listed under both Activity & Offers

If we are under Activity Section;
Under the new brand we have options to create Activity, Area, Area As Live Copy.

If we are under Offers Section;
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 utilizing this brands.

NEXT: Create Activity in AEM 6.4

Read More:

Personalization Basics & Steps to create Personalization in AEM 6.4

Create ContextHub in AEM 6.4

Create Brands in AEM 6.4  

Create Activity in AEM 6.4

Create Offers in AEM 6.4

Steps to configure personalization from brands, activity with a sample 

Test Configured personalization

ContextHub/Segments AEM 6.4 - Audience Creation

PREVIOUS: Personalization Basics & Steps to create Personalization in AEM 6.4

There are 2 ways we can achieve Personalization in AEM.

 

Through this post, we are discussing about the ContextHub based personalization and method of ContextHub creation. 
 
ContextHub/Segments - Audience Creation

ContextHub is a new form(Touch based) of segments which helps to configure the personalization. The ContextHub page provides information about the default and user created stores and UI modules, the client library folders that are loaded, and links to useful pages.
  
Read About ContextHub/Segments - Audience Creation AEM 6.3 version

Steps to create ContextHub in AEM 6.4

• Login to AEM 6.4

• Traverse through Navigation> Personalization> Audiences> 

• Then enter into the site where you want to create ContextHubs

I have selected 'we-retail' site for my example.
[You can also follow the path to reach ContextHub creation section through link : http://(host):(port)/libs/cq/personalization/touch-ui/content/v2/audiences.html/conf/we-retail]


Create Context Hub Segment: A section where we can add new segments and update existing ones.
   

 

ContextHub 'Create' provides below option.

• Enter the segment title and boost value if it has to be boosted on evaluation

• Once you click on Create Context Hub Segment, below screen appears.

This section has grid/ list views.

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

   

• You can see a 'Container AND' component placed by default. If it is not available, add it.

• Again click on the newly added container (+) icon and insert new component and select 'Comparison: Property - Value'

Now the container appears as below with property null (3).

• Now edit the property as below (4) , so that the newly added Context Hub Segment becomes a 'male' test based on profile; for that follow next step.

• Setting for male: set the values as 'gender equal string male'

•  Since we have logged in as default admin user, the user/persona satisfy the male condition, which is shown below.

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

•  If persona is selected as male the condition becomes satisfied again.

In the upcoming posts we will be discussing further topics on AEM 6.4 personalization.

NEXT: Create Brands in AEM 6.4  

Read More:

Personalization Basics & Steps to create Personalization in AEM 6.4

Create ContextHub in AEM 6.4

Create Brands in AEM 6.4  

Create Activity in AEM 6.4

Create Offers in AEM 6.4

Steps to configure personalization from brands, activity with a sample 

Test Configured personalizationRelated Posts:

    AEM Personalization
    Context Hub
    ClientContext
    Brands

Create personalization components in AEM CQ

Personalization: Personalization is a technique to serve personalized content to each user. It can be based on user logged in by city, country

Here are the steps involved in implementing personalization.

Step1: Create the Segments.(Segments hold the rule to be checked while displaying a teaser on any page)

Go to Tootls > Segmentation

                                  

Double click on created segment and configure the test condition to be evaluated. For eg: We are going to display the teaser for ‘Male’ users.

For this, drag the ‘User properties’ from side kick.

                      

Edit the property to check the condition ‘gender=male’

                      

Now the segment will look as below.

                  

Step2:  Create Brand, Campaign Container (Brand holds campaigns, campaign holds teasers)

Once segment is created, Go to > Campaigns (http://localhost:4505/mcmadmin#/content/campaigns)

Create Brand selecting brand template,

           

          

Now create Campaigns by selecting campaign template

                 

   

Step3:  Create Teasers

Once campaign is created, go to lists view and create teasers.

                   

Add some text and image to teaser by editing it. Sample is shown below.

Configure the touch point properties of teaser by selecting the segment in ‘Advanced section’as shown below.

This is the linking point between segment and teaser.

               

Now the campaign page looks as below.

Step4:  Add Teasers to any page

Now go to the page where you want to display the teaser, drag and drop teaser

                      

Enter the configuration selecting campaign to be run for the page as shown below.

                  

Step5:  Test the teaser by setting client context. (Client Context is used to check/modify any user attributes during testing the personalization)

Now go to client context (CTRl+Alt+C) and select a ‘male’ user. You can see the teaser is displayed as shown below.

                 

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