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:

• Personalization training
• Acquia Support for product-related assistance
• Personalization

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.