Getting Started¶

Onboarding overview¶

The Personalization onboarding is delivered through Acquia Academy, or directly by Marketing Cloud consultants 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:

• Specialized 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.