Personalization with Prepr

Improve the customer experience and increase engagement with personalization. Personalization is based on predefined content that you show to a predefined group of customers. So, select which customers you want to reach, and select the content you want to offer them.

Understanding the list of personalizations

Personalizations of your Prepr environment can be managed via  Engage > Personalizations. The personalization list contains a number of columns:

  • Name: the name of the personalization, so you can easily recognize your personalizations
  • Impressions: the number of times the personalization has been shown to visitors of your frontend
  • Clicks: the number of times someone clicked on a content item, provided by your personalization
  • Conversion rate: The ratio between the number of clicks and the number of impressions, expressed as a percentage

Note: The impressions and clicks are generated based on the API connection you have and the events you submit. Learn more about integrating personalization into your front end.

Creating a personalization

To create a personalization, click ' Add personalization' in the personalization list. Start with selecting a content model to define the type of content you want to personalize.

Enter a name and a slug
The name of a personalization helps you distinguish personalizations. Give the personalization a recognizable name, for example one that helps you understand where the personalization is used for. Common uses are 'header homepage' or 'sidebar banner'.

A slug makes it easier for your front end to connect to our API. The slug is automatically generated based on the name, such as header-homepage and sidebar-banner. You can update slugs manually.

Add a segment-content combination

Once you have added the name, it is time to predefine segments and content. Select which customers you want to reach, and select the content you want to offer them.

Select segments

First you determine the segments of customers to whom your content should be offered. Segments in Prepr are groups of customers based on one or more common details, like customer data (such as gender, age, UTM_campaign, or referral URLs), or event data (such as viewed, bookmarked, subscribed, or purchased). Learn more about managing segments in Prepr.

In a single personalization, you can select one or more segments. When selecting segments, Prepr immediately calculates the number of customers available in this group. Click ' View' to see the list of those selected customers.

Select content

After choosing the segments, you decide which content you want to offer to these customers. There are two ways for selecting content items for your frontend visitors: automatically (based on filters), or hand-picked.

Filtered content

Filtered content is a list of content items that are generated based on a number of filters. You can filter items by model, locale, content reference, and tags. When filtering, you immediately see the result of the applied filters. This way you can see how many content items can be offered to the visitors of your front end.

This option is commonly used when content is dynamic and the number of content items changes frequently.

Handpicked content

You can also select content manually. Open the content item browser and select the content items you want to present. This option is often used when there is a static set of content.

The advantage of hand-picked content is that you have 100% control over the items that are offered. The disadvantage is that you have to adjust the personalization when new content becomes available, or items are archived.

Adding extra segment-content combinations

You can create as many segment-content combinations as you want; simply click ' Add another segment-content combination'.

Sorting segment-content combinations

With the drag-and-drop option, you can sort segment-content combinations in priority. This can be useful when a visitor of your website falls into both segment-content combinations. Content will be shown to him in order of priority.

Choose fallback content
The final step in personalization is to select fallback content. This is content that is shown to visitors of your website in the case a visitor does not belong to one of the determined segments.
You can select fallback content the same way you choose content in a segment-content combination: Choose 'Filtered content' to select content based on filters and sub-filters, or click 'Handpicked content' to manually select content items.
Choosing fallback content is optional.

Activating a personalization

To activate a personalization, enable the ` Active' toggle en click Save. The personalization is now requestable with the GraphQL API.

Deactivating a personalization

When you want to (temporarily) switch off a personalization, disable the ` Activate' toggle en click Save. You can only request this personalization with the 'preview' scope for the GraphQL API.

Updating a personalization

If you want to make changes to an existing personalization, go to the list and select the personalization that needs to be adjusted. You can make changes to the name, segments, content filtering, fallback, or status. Click ' Save' to apply the changes.

Deleting a personalization

To delete a personalization, simply click ' Delete' on the personalization detail, or select 'Delete' in the personalization list.