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Let's look at two simple examples:

  • You would like to show an alternate welcome banner along with a call to action text for visitors from a specific traffic source. This is a simple personalization rule where you choose the page, the UI elements (ie. welcome banner and call for action button), and the values for each UI element. For the welcome banner, specify an image path, and for the call to action simply enter the text you would like to show.
  • You would like to show a popup message with a special promotion for visitors from England, who have never converted (completed a goal before). In this case, instead of selecting a UI element, choose to create a custom JavaScript code that opens the popup with the relevant text. This can be done using our JavaScript agent.

Our JavaScript agent receives the relevant sets of rules from our server based on the page the user is currently viewing, and then identifying and categorizing the user to the relevant segments. It then decides which UI elements to change, and completes the request.

Before personalizing content on the page, you must initially define the UI elements to personalize. You only have to do this once per page. This can be performed by providing the unique id of each UI element on the page. If your UI elements do not have an HTML ID attribute, you can define them by providing the HTML path. It is important to mention that you do not have to know HTML to define UI elements, you can simply select the element through our back office.


create personalized content
create personalized content
How to Create Personalized Content

  1. Click Add Personalized Content from the upper right hand corner.

  2. In the popup dialog, fill in the Page parameter by opening the object explorer and selecting an item.
  3. Choose or Create new UI Element. This option only appears after a page has been chosen.
  4. Choose the Visitor Segment you would like to target.
  5. Give it a Title.
  6. Define the Personalized Content items you would like to include.
  7. Click Save.

    In the example below, the Home banner as defined in UI Elements and described in Personalized Content (html source) will appear differently for the mobile users segment.

    Add Personalized Content Dialog

create ui element
create ui element
How to create a new UI element

  1. In the Add Personalized Content dialog, click Create a new UI Element.
    Note - UI Elements can be also created from the A/B and Multivariate Testing dialog.

    Create a New UI Element Window

  2. Once clicking Create a new UI Element, a new window will open with your selected site item.
    You can select a UI Element by simply hovering the cursor over your site elements and clicking on one of them. Additionally, you can manually enter a UI Element by clicking on the Manual Creation link at the top left corner of the page. 

    The second link - Create JavaScript Element - allows you to add JavaScript code to the page. For example, if the you have a popup you want to show visitors based on SEO, you can add a JavaScript call that will display the popup to specific viewer segments.

    UI Elements
    Please note that the SharePoint Marketing Suite uses the UI element ID to locate it on the page. If the UI element does not have an ID, then the SharePoint Marketing Suite has another option which is to use the element HTML location. This option is not as reliable as using the ID, but still functions appropriately if needed. If there is no ID for the chosen UI element, the following popup window will appear, click OK to continue using the UI element HTML location, or click Cancel.

    No UI element ID for the chosen UI element
  3. After clicking on the selected UI Element, a new window will appear. Enter the title for the UI Element. The element you have selected should be shown in the Add Personalized Content dialog (ex. Welcome Banner).

  4. Anchor
    Select Segment from the available Segments drop down list

    Segments Drop-down Menu

  5. Click Save