Getting Started

Onboarding overview

The Personalization onboarding is delivered through Acquia Academy or through a paid engagement.

With Acquia’s self-paced electronic learning program, you can:

  • Gain familiarity with this product on your own schedule.
  • Develop the skills required to implement Personalization.
  • Prepare for enhanced training through a paid engagement.

Onboarding resources

The following resources are available to support you during your onboarding:

Planning for success

Acquia has identified that successful Personalization implementations have alignment across the project team and organization. Acquia suggests that you identify personnel for the following roles:

  • Executive Sponsor: Provides the vision and acts as the primary stakeholder for the success of the Personalization implementation.
  • Project Manager: Facilitates and tracks the progress of the implementation, and acts as the primary point of contact.
  • Personalization Administrator: Performs all Personalization administrative duties, including defining permissions, creating campaigns, defining metadata structure, and reporting.
  • Technical Subject Matter Expert: Assists with module installation, configuration, or other technical implementation details.

Customer preparation

The Personalization onboarding is effective if you:

  • Have Personalization use cases: You must have at least one clearly defined, basic use case for website personalization. For example, you must know details such as:
    • Who should see the personalized content
    • Where do you want your users to view the personalized content
    • What personalized content you want to show.
  • Have well-defined website and business goals for Personalization: You must be able to identify the Key Performance Indicators (KPIs) that you want to achieve by running website personalizations.
  • Gather content for Personalization use cases: If you do not have personalized content, you must identify resources and processes to produce content according to the project schedule.
  • Are available to work with Personalization: Successful Personalization onboarding requires stakeholders to commit to five weekly training sessions and self-paced online learning.

Onboarding checklist

Complete the following checklist as you navigate your onboarding:

  • Install and configure the Personalization modules correctly for all relevant web properties.
  • Get access for all internal users to Profile Manager and Experience Builder.
  • Build and categorize segments by using consistent naming conventions.
  • Map relevant taxonomies to Personalization and export them to Content Hub, if required.
  • Identify and create custom events and map them to Personalization, if required.
  • Navigate and interpret standard reports.
  • (For premium customers) Build or access custom reports.
  • Publish at least one Personalization rule in a production environment.
  • Identify slots, create Personalization rules, and assign custom goals.