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Add personalization to your site

Abstract

How to add personalization to your Sitecore site using data from Salesforce contacts.

If you have successfully synced contacts from Salesforce using a custom activity, you can add personalization to your site.

To add personalization:

  1. In the Sitecore Content Editor, navigate to the item that you want to add personalization to, for example, /sitecore/content/home.

  2. In the top menu, click Presentation, then click Details.

  3. In the Default device section, click Edit.

    Default device dialog under Presentation Details, with Edit option highlighted.
  4. In the left-hand menu, click the Controls tab.

  5. Select the rendering you want to personalize and click Personalize.

  6. To add a new rule, in the right side bar, click Add rule button with a blue plus icon.

  7. Under Choose conditions, in the Search field, enter sfmc to narrow the results. Select the rule you want to use.

    Create rule dialog in Personalize the component, with Choose Conditions field filled out with "sfmc".

    Note

    For more information on how to create personalization rules, see ???

  8. Add the details required for personalization, and publish the item.

    Note

    Rules that require a State value must be set with the same value as the Contact State field in the journey's custom activity. The field is case sensitive.

  9. Test that the personalization works as expected.