Note: Personalization is available only to customers with this feature enabled. If you’re interested in setting up personalization on your account, reach out to your CSM or contact email@example.com.
Adding rules to pages allows you to control when a page is shown in a personalized Doc. By default, every page in your Doc appears in a personalized version. However, you might want to personalize your content by having pages that only appear in a certain context.
The ability to show or hide specific pages is useful for a wide variety of teams. For example, you can personalize product brochures to only show product pages that are relevant to a target customer. Or, when a new employee starts at your company, their team can show and hide pages in their onboarding Doc to only show training and team members that are specific to their role.
As a specific example, you might only want your pages on technology to show only if the company name entered is “Apple.” You can use page rules to define simple conditions under which this happens.
Step 1 - Build your personalization form
Although you can build your personalization form after adding page rules, we recommend building it first, including any tokens and fields related to the page rules you want to create. This way, any tokens, and values you create in the form will automatically be available to select when adding your rules.
For example, say you wanted to add rules so different pages displayed based on which industry the targeted customer is. You could create a token called %industry% in your personalization form and add a checkbox field for the token with some relevant industry values e.g. technology, healthcare, and financial services. When you then add rules to your pages, you can use this token and the values already created simply by adding them in the dropdown.
We’ll use this example in step 4.
Read more about building a personalization form here.
Step 2 - Get your pages ready
You can add rules to both Surf and Immerse pages.
When adding rules to Surf pages, the rules you add will also apply to any Immerse pages in that section.
When adding rules to Immerse pages, you first need to make sure that you have created a section for your Immerse page. You can include more than one Immerse page in the same section so that the page rules are applied to all Immerse pages in that section.
To create a section, click the three dots icon on your Immerse page and select 'Create section'.
The section will include any Immerse pages following the initial page you've used to create the section.
You can break the pages up into more sections by repeating the steps above as well as moving pages to different sections or reordering the pages within a section by dragging and dropping.
Step 3 - Navigate to the page rule settings
For Surf Pages, click on the personalization icon tab to the right of your page, select “If the following rules are met” and click “Add first rule”.
For Immerse Pages, you can find the same by clicking on the section name above your Immerse pages.
Step 4 - Add your page rules
Now you need to build your rule. There are a few things that you need to do.
Choose or create a token to use for this page rule
Select a condition
Add your values
Using our previous example from step 1, let’s look at how to add a page rule so that a page only shows if the industry is either technology or financial services.
As you can see, because we had already set up the token and the checkboxes in the personalization form, the conditions (‘is one of’) automatically populated, and then we just had to select our industries from the dropdown.
Let’s take a look at each of the available conditions and what they mean.
Is equal to - Enter a single value. If the input or selection from the submitted personalization form matches this value the page will show in the personalized Doc.
Is not equal to - Enter a single value. If the input or selection from the submitted personalization form is anything except this value the page will show in the personalized Doc.
Includes - Use for multiple-choice fields such as checkboxes and choices. If one of the selections submitted in the personalization form matches the value in the rule the page will show in the personalized Doc.
Is one of - Similar to “Includes” but you can add more than one value, separated by a comma. Remember, if you’ve already built your personalization form you’ll be able to select these values from a dropdown instead of adding them in manually, just like in our previous example.
Is not one of - Use for multiple-choice fields such as checkboxes and choices. If one of the selections submitted in the personalization form matches any of the values in the rule the page will not show in the personalized Doc. If you’ve already built your personalization form, you’ll be able to select these values from a dropdown instead of adding them in manually.
Is known - Do not enter any value to the rule. The page will show in the personalized Doc if any value is entered in the personalization form for the token you’re using.
Is unknown - Do not enter any value to the rule. The page will show in the personalized Doc if no value is entered in the personalization form for the token you’re using.
You can add more rules to the same pages using the “AND” and “OR” buttons. If using “AND”, all of the conditions in your rules need to be met for the page to appear in the personalized Doc. If using “OR”, the pages will show in the personalized Doc as long as one of the rule conditions are met.
If you didn’t build your personalization form before adding your page rules, you’ll need to go back to step 1 and do this now. Once you’re finished, remember to save and publish your Doc with all the new page rules added.
Step 5 - Test it out
Make sure to make some test personalizations to ensure your rules are working as expected.
To learn more about different aspects of the personalization engine, see our collection of support articles here.
We also offer these training videos as part of our onboarding: