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PersonalizeCloud Portal
Sitecore Personalize
    • SitecoreAI experiences
    • Using the experience list
    • Manage experience details
    • Set up email notifications
    • View performance analytics
    • View operational data
    • Duplicate, delete, and view details
  • Using client-side JavaScript
  • Glossary
  1. Sitecore Personalize
  1. Sitecore Personalize
  2. Introduction to experiences

Manage experience details

When you set up an experience in Sitecore Personalize, you can use the Details pane to manage additional experience options. Here, you can assign tags, add links and channel labels, and copy the experience's unique ID.

Add a tag to an experience

You can assign tags to experiences for easier categorization and reference.

To add a tag:

  1. In the Details pane, click Add tags.

  2. In the Add new field, enter one or more tags that you want to assign to the experience and press Enter.

    Assign tags to an experiment or experience in the Details pane.
  3. To remove a tag, click next to the tag name.

Add a link

You have the option to add any relevant links to documentation or Jira tickets that support the hypothesis or the overall context of the experience.

To add a link:

  1. In the Details pane, click Add links.

  2. In the URL field, enter the full URL of a valid link address.

    Add any relevant links in the Details pane.
  3. In the Name field, enter a descriptive name for the link. The Details pane will show this name instead of the full URL.

  4. Click Save.

  5. To add more links, click Add links and repeat the process.

  6. To remove a link, click next to the link.

Add a channel label

You can add labels to an experience to specify the channel that you intend to use to run the experience.

Important

Adding a channel only serves as a label and does not determine the actual channel where the experience will run.

To add a channel label:

  1. In the Details pane, click Channels.

  2. In the Add Channels field, in the drop-down list, select one or more of the following channels:

    • Call Center

    • Email

    • Mobile App

    • Mobile Web

    • Push Notification

    • SMS

    • Web

    Add a channel label in the Details pane.
  3. Click Save.

  4. To remove the label, click next to the channel.

Copy the friendly ID of the experience

When you create an experience, Sitecore Personalize automatically creates a unique ID for it. You can easily copy this ID from the Details pane.

To copy the friendly ID:

  • In the Details pane, in the Friendly ID section, click Copy icon to copy the unique ID of the experience.

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