3.2.7.5 Creating a personalization component 

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Components

Personalization Component

For the River Bend web site example, we will personalize an image in the homepage. This image will be changed automatically based on the season we are currently in. There will be two images, a winter image and a summer image. The example of the summer image showing on the homepage can be seen in the figure below.

Figure 22b Summer Drink showing personalization on homepage (327_3b1)

Using personalization rules, the content of the beverage of the current season will be selected and the image will be displayed.

In order for us to create the Personalization component, we need to do the following:

• Create select action rules
• Create profiler rule
• Create binding rule
• Create Personalization Component

Creating a selection personalization rule

To create a personalization rule, write a select rule that retrieves all the content that has the category as Summer.

1.Navigate to the Personalization Tab next to Web Content Management tab and then to Business Rules. Refer to Figure 23

Figure 23 Personalization tab (327_4)

2. Select New and choose Rule.
3. Enter SummerDrinkRule in the Rule name
4. Choose Select Action if it wasn't already selected
5. Click on content* and change it to be Web Content
6. Click on Attribute and change it to be Category
7. Choose is exactly instead of is associated with
8. Click on value*, choose Select category
9. Navigate to the category Summer under SeasonDrink under Beverages under Products
10. Click Ok
The rule should look like the rule in Figure 24

Figure 24 Summer Selection Action Rule (327_5)

11. Click Save
12. Repeat steps 2 through 11 to create the Winter Selection Rule. Its name would be WinterDrinkRule and Category is Winter

Creating a profiler personalization rule

Now, we will create the profiler rule that would set the present season according to the current month.

1. Select New and choose Rule.
2. Enter SeasonsProfilerRule in the Rule name
3. Choose Profiler
4. Click on Profile* and type Winter
5. Click Submit
6. Click on attribute* and change it to be Date Month
7. Click on is and make it is between
8. Add January in the first value and March the second value
9. Click on add Condition and repeat steps 6-8 with the values October and December
10. Click on add Profile and type Summer
11. Repeat steps 6-8 with values April and September
12. Click Save

Creating a binding rule

Now, we will create the binding rule that binds together the action rules with the profiler rule. The binding rule runs first the profiler rule, and according to the profile selected, it will fire the action selector rule.

1. Select New and choose Rule.
2. Enter SeasonsBindingRule in the Rule name
3. Choose Binding
4. Click on Profiler*
5. Click on Select Profiler and choose SeasonsProfilerRule
6. Click Ok
7. Click on Profile and choose Winter
8. Click on DoAction and choose SummerDrinkRule
9. Click on Profile and choose Summer
10. Click on DoAction and choose WinterDrinkRule
11. Click Save
Refer to Figure 25 for the Binding Rule

Figure 25 Binding Rule (327_6)

If we had already created the content with the matching categories, we can view the content as shown in Figure 26 by clicking on Preview

Figure 26 Binding Rule Viewer (327_7)

A no content screen will be shown until we create content with those categories.

Creating Personalization Component

To display the result that was filtered based on the season, we create a personalization component. The personalization component is very similar to the menu component. We choose the starting point of our rules, in our case it is the SeasonsBindingRule and we decide upon the display of the result.
For out example, we will be showing the image of the content in the home page.

Follow those steps, to create the personalization component:

1. Navigate back to Web Content Management tab
2. Click New and choose Component Personalization.
3. In the name field enter Pers-Seasons
4. In the Personalization Element section, click on Search
5. Choose SeasonsBindingRule
6. Click Ok
Note: You can create a new rule by clicking on the New* button if it is just one simple rule.
7. Add the following html in the design for each search result:

8. Click Save and then click Save and Close.

We will be adding a reference to the personalization component from inside the presentation template of the home page.