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