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Copy file name to clipboardExpand all lines: 13/umbraco-ums/marketers-and-editors/personalization/README.md
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Personalization is one of the key features within the uMarketingSuite. In a fully integrated way you can personalize the experience of each of your visitors within Umbraco.
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Getting started with personalization is really easy and you can start within a couple of minutes.
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Getting started with personalization is not difficult and you can start within a couple of minutes.
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## Creating a segment
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The first thing you need to do is [create a segment](../../../../personalization/creating-a-segment/). A segment is a group of visitors within your website. Which visitors are in a segment can be defined when setting up the segment.
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The first thing you need to do is [create a segment](../../../../personalization/creating-a-segment/). A segment is a group of visitors within your website. Which visitors are in a segment can be defined when setting up a segment.
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## Personalizing the website for this segment
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Once you've created a segment you can [personalize the experience of your visitor](../../../../personalization/setting-up-personalization/). This can be done on a specific page, on multiple pages or per document type.
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Once you've created a segment you can [personalize the experience of your visitor](../../../../personalization/setting-up-personalization/). This can be done on a specific page, on multiple pages or per Document Type.
The uMarketingSuite uses both the concept of implicit and explicit personalization.
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The Umbraco uMS uses both the concept of implicit and explicit personalization.
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## Explicit personalization
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This is the "**easiest**" concept to grasp. For every explicit parameter the uMarketingSuite is simply true or false. For example the browser parameter is an example of an explicit parameter. **A visitor is using a Chrome browser, or not**. There cannot be much debate about this and the parameter simply returns "true" or "false".
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This is the "**easiest**" concept to grasp. For every explicit parameter the Umbraco uMS is true or false. For example the browser parameter is an example of an explicit parameter. **A visitor is using a Chrome browser, or not**. There cannot be much debate about this and the parameter returns "true" or "false".
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Most of the parameters within the uMarketingSuite are explicit and simply true or false.
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Most of the parameters within the Umbraco uMS are explicit and true or false.
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## Implicit personalization
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By clicking personas you will see an overview of all the personas that you've setup within your installation. In our case we see the persona groups "**Profiles**" and "**Companies**" and the personas "**Data & Privacy Officer**", "**Developer**", "**Marketer**", "**Agency**", "**Company**" and "**Umbraco HQ**". If we now want to create a segment for all personas that are "**Data & Privacy officer**" we simply add that persona as a parameter to the segment.
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By clicking personas you will see an overview of all the personas that you've setup within your installation. In our case we see the persona groups "**Profiles**" and "**Companies**" and the personas "**Data & Privacy Officer**", "**Developer**", "**Marketer**", "**Agency**", "**Company**" and "**Umbraco HQ**". If we want to create a segment for all personas that are "**Data & Privacy officer**" add that persona as a parameter to the segment.
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From now on you can use this segment to personalize the experience of your visitors.
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By the way; of course you can mix and match implicit and explicit segment parameters. So if you want to create a segment for the persona "**Marketer**" which is using the browser "**Firefox**" and **is logged in**, that is perfectly fine!
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You can mix and match implicit and explicit segment parameters. If you want to create a segment for the persona "**Marketer**" which is using the browser "**Firefox**" and **is logged in**, that is perfectly fine!
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If you want to figure out how the algorithm is working you can read the documentation about how it works, or simply see it in action on your own website with the [fantastic uMarketingSuite cockpit](/personalization/cockpit-insights/).
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If you want to see how the algorithm works read the documentation or see it in action on your website with the [Umbraco uMS cockpit](/personalization/cockpit-insights/).
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# Campaign Scoring
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Campaigns are one of the ways to create a implicit scoring for personalization. By setting up campaigns correctly you can easily assign points to personas or customer journeys.
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Campaigns are one of the ways to create a implicit scoring for personalization. By setting up campaigns correctly you can assign points to personas or customer journeys.
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### Setting up your campaigns
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Campaigns are automatically scored by using utm-parameters, that you may be already using for your marketing campaigns. You can add 5 different parameters to your url:
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Campaigns are automatically scored by using utm-parameters, that you may be already using for your marketing campaigns. You can add 5 different parameters to your URL:
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***utm\_source**: Identify the advertiser, site, publication, etc. that is sending traffic to your property, for example: google, newsletter4, billboard.
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***utm\_medium**: The advertising or marketing medium, for example: cpc, banner, email newsletter.
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***utm\_campaign** = more\_signups because that newsletter was part of a bigger campaign
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***utm\_content** = bottom\_button to identify a specific link in the newsletter
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If you want to use these parameters you'll need to setup the url as:
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If you want to use these parameters you'll need to setup the URL as:
Now that you've created urls for campaigns they will automatically be tracked by the uMarketingSuite and you can score them for implicit personalization purposes.
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If you go to **Personalization** -> **Campaign scoring** you'll see all the campaign groups, all the campaigns that you've already scored, and the campaigns that need scoring.
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going to **Personalization** -> **Campaign scoring** you will see all the campaign groups, the campaigns that you've already scored, and the campaigns that need scoring.
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#### Creating a campaign group
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First you need to create one or more campaign groups. Campaign groups allows you to group campaigns together so you do not have to setup the persona and customer journey scoring for each individual campaign but only on a group level.
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First you need to create one or more campaign groups. Campaign groups allow grouping campaigns so you do not have to set personas and customer journey scoring for each campaign only on a group level.
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You can create a group for a set of personas for example and assign scores to the group. Next you can assign different campaigns to that group and every visitor that comes to the website via that campaign gets the points that are referred the campaign group.
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You can create a group for a set of personas for example and assign scores to the group. Next, you can assign different campaigns to that group and every visitor who comes to the website via that campaign. They then get the points that are referred to the campaign group.
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You can add a new campaign group by clicking "**Add new group**". This will open up a popup where you can specify the name of the campaign group and a short description. After that you can specify specific points to this group:
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In this case I've created a campaign group "**A campaign group for developers**" and assigned **7 points** to the **developer** persona. This means that as soon as somebody comes to the website via a url with utm-parameters that is part of this campaign group, the visitor will get 7 points for the developer persona.
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In this case I've created a campaign group "**A campaign group for developers**" and assigned **7 points** to the **developer** persona. This means when visitors come to the website via a URL with utm-parameters part of this campaign group, get 7 points for the developer persona.
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Because we haven't assigned any campaigns yet, in this case the group will never be triggered.
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So here you see that in the last row for example the **utm\_source** is "**Activate account**", the **utm\_medium** is "**email**" and the **utm\_content** is "**click here to activate your account**". The url that the visitor used to get to the website looked something like [https://\<url>?utm\_source=activate account\&utm\_medium=email\&utm\_content=click here to activate your account.](https:/%3Curl%3E)
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So here you see that in the last row for example the **utm\_source** is "**Activate account**", the **utm\_medium** is "**email**" and the **utm\_content** is "**click here to activate your account**". The URL that the visitor used to get to the website looked something like [https://\<url>?utm\_source=activate account\&utm\_medium=email\&utm\_content=click here to activate your account.](https:/%3Curl%3E)
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Every unscored campaign can be assigned to campaign group by clicking on the "**Assign**" button. If you do that a popup will open that allows you to assign the specific campaign to one of your created campaign groups.
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As soon as you have setup a persona and a customer journey step in the uMarketingSuite you can start scoring the content of your website. Each Umbraco node can be scored against personas and the customer journey.
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To do this simply navigate to a node in Umbraco and open the content app "**Personalization**" on that node:
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To do this navigate to a node in Umbraco and open the content app "**Personalization**" on that node:
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If you go to that content app you can navigate to the tab "**Content scoring**" to score this Umbraco page. If you've written your content for a specific set of personas you can assign a score that will be added to this persona or customer journey step.
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If you go to that content app you can navigate to the tab "**Content scoring**" to score this Umbraco page. Writting your content for a specific set of personas you can assign a score that will be added to this persona or customer journey step.
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Simply setup the score and save the scoring. In the following example the persona "**Data & Privacy officer**" will get **10 points** and the "**Marketer**" will get **5 points** when they read this Umbraco node.
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Setup the score and save the scoring. In the example the persona "**Data & Privacy officer**" will get **10 points** and the "**Marketer**" will get **5 points** when they read this Umbraco node.
In the uMarketingSuite you can personalize the website experience of any visitor based on implicit scoring. To do that, please make sure that you've setup at least one [persona](/personalization/implicit-explicit-personalization/setting-up-personas/) or one [customer journey step](/personalization/implicit-explicit-personalization/setting-up-the-customer-journey/).
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In Umbraco uMS you can personalize the website experience of any visitor based on implicit scoring. To do that, please make sure that you've setup at least one [persona](/personalization/implicit-explicit-personalization/setting-up-personas/) or one [customer journey step](/personalization/implicit-explicit-personalization/setting-up-the-customer-journey/).
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Implicit personalization is based on gaining confidence that a visitor shows behaviour that can be mapped to a persona or a customer journey step. To gain this confidence it's possible to assign points to specific actions within your website. If a certain threshold of points is reached the uMarketingSuite assumes the visitor is this persona or in a specific customer journey step. As soon as that point is reached, you can use that information to personalize the website experience of your visitor.
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Implicit personalization is based on gaining confidence that a visitor shows behaviour that can be mapped to a persona or a customer journey step. To gain this confidence it's possible to assign points to specific actions within your website. If a certain threshold of points is reached Umbraco uMS assumes the visitor is this persona or in a specific customer journey step. As soon as that point is reached, you can use that information to personalize the website experience of your visitor.
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There are four ways to score the behaviour of your visitors:
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The points of all these different source are added and this reaches a certain amount of points per persona. As soon as one of the personas or customer journey steps reaches the threshold that is setup, the algorithm assumes that you are this persona or in that specific journey step.
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In the following example the visitor collected 40 points for the "**Data & Privacy officer**" persona, 30 points for the "**Marketer**" persona and 0 points for the developer persona:
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In the example, the visitor collected 40 points for the "**Data & Privacy officer**", 30 points for the "**Marketer**", and 0 points for the developer persona:
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The threshold in this specific case was set to 25 points. As soon as the "**Data & Privacy officer**" reached 25 points the uMarketingSuite assumed that this visitor was a "**Data & Privacy officer**".
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The threshold in this specific case was set to 25 points. As soon as the "**Data & Privacy officer**" reached 25 points Umbraco uMS assumed that this visitor was a "**Data & Privacy officer**".
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In this example there "**Think**" customer journey step is assumed based on the collected amount of points:
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## Tweaking the scoring
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You can setup the threshold value and the expected difference between two personas or journey steps in the [setup of the customer journey group](/personalization/implicit-explicit-personalization/setting-up-the-customer-journey/) and [persona group](/personalization/implicit-explicit-personalization/setting-up-personas/).
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The threshold value and the expected difference between two personas or journey steps the can be set in [customer journey group](/personalization/implicit-explicit-personalization/setting-up-the-customer-journey/) and [persona group](/personalization/implicit-explicit-personalization/setting-up-personas/).
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If you would setup that there should be a deviation of at least 35 points between two each personas the cockpit will show a different visualization in the previous example:
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Setting up a deviation of at least 35 points between two each personas the cockpit will show a different visualization in the previous example:
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You can see that the "**Data and privacy officer**" still has 40 points and the marketer 30 points. Both have also reached the treshold of 25 points, but there is not a minimal deviation of 35 points. The uMarketingSuite algorithm now does not assume a persona yet, but will wait until the deviation is big enough (according to the settings) and the "**Data & privacy officer**" reaches 65 points **(30 points of the marketer + a minimal deviation of 35 points)**.
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You can see that the "**Data and privacy officer**" still has 40 points and the marketer 30 points. Both have also reached the treshold of 25 points, but there is not a minimal deviation of 35 points. Umbraco uMS algorithm now does not assume a persona yet, but will wait until the deviation is big enough (according to the settings) and the "**Data & privacy officer**" reaches 65 points **(30 points of the marketer + a minimal deviation of 35 points)**.
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By default the score will be assigned when the referrer matches the whole URL (**i.e. facebook.com/mycompany/products**). It is also possible to assign the score on the entire domain (**i.e. facebook.com**). Tick the '**Score on domain only**' checkbox.
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By default the score will be assigned when the referrer matches the whole URL (**That is facebook.com/mycompany/products**). It is also possible to assign the score on the entire domain (**That is facebook.com**). Tick the '**Score on domain only**' checkbox.
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Personas are an important concept for the implicit personalization in the uMarketingSuite. A persona is an archetypical user who goals, needs and characteristics represent a group of visitors of your website. By creating personas you can define behaviour in your website and personalize the website experience depending on the needs of the persona.
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Creating personas is something that you should do for your own website. **If it's your first time coming up with personas we always advice to create a maximum of 3 personas**. Maybe you feel like creating lots more personas, but please be aware that each added persona will increase the complexity to come up with a good personalization strategy. And every extra persona requires extra content.
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Creating personas is something that you should do for your own website. **If it's your first time coming up with personas we always advice to create a maximum of 3 personas**. If you want to create many more personas, be aware that each added persona will increase the complexity coming up with good personalization strategies. And every extra persona requires extra content.
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In the uMarketingSuite we for example have three different personas:
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Here you have the option to setup several parameters:
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Here you have the option to setup different parameters:
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-**Threshold value**. This threshold value needs to be reached before a persona can become active. In this case a persona needs to have 25 points at least before a visitor can be this persona.
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-**The minimal deviation**. This settings specifies the minimal deviation between the persona with the highest score and the second highest score. This can be specified in an absolute value or in a percentage.
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