Acquia Personalization module (Beta)¶

Installing and configuring the module¶

1. Install the Acquia Personalization module and its dependencies from Drupal.org.

2. Sign in to your website as an administrator.

3. In the administrative menu, click Extend.

4. Select the Acquia Connector, Acquia Personalization (Perz), and Acquia Personalization (Perz) Push checkboxes to enable the modules.

   

   The system prompts you for two more module dependencies.

5. Click Continue.

6. In the Acquia Connector module settings, do the following:

   1. In Enter the email address you use to login to the Acquia Subscription, enter the email address of your Service Cloud or Acquia Cloud.
   2. In Enter your Acquia Subscription password, enter the password of your Service Cloud or Acquia Cloud.

   

7. Click Next.

8. Select your Cloud subscription or a most relevant subscription, and click Next.

9. On the resulting page, do the following:

   1. In API Key, enter your API key for Personalization.

   2. In Secret Key, enter your Secret key for Personalization.

      To get the API key and Secret key, sign in to Personalization, navigate to Configure > Users, and check Full API User.

   3. In Account ID, enter your Account ID for Personalization.

      To get the Account ID, check the Personalization URL.

   4. Click Save configuration.

      

10. Navigate to the Acquia Personalization Settings page and copy the Site ID assigned by the Personalization module.

    

11. Sign in to Personalization as an administrator.

12. Click Personalize > Sites > Add new site.

13. On the Create a new site page, do the following:

    1. In Name, enter the name of the site.

    2. In Site ID, enter the Site ID that you copied from the Acquia Personalization Settings page.

       Important

       Copy the exact Site ID as assigned by the Personalization module. Otherwise, Personalization cannot correctly collect data and apply campaigns to the site.

    3. In URL, enter the website URL.

    4. Click Create.

       

14. For each Drupal content type or block type that you want to expose to Personalization, check the settings to make it available for use in the application, and click Save.

    

    From that point onwards, any creation or update of those types of content is sent to Personalization, and made available for use in campaigns.

15. To apply this retroactively to all your older content:

    1. Navigate to the Acquia Personalization Settings page of your site.
    2. On the Export tab, click Enqueue content and Process queue.

After these steps, you can start building your campaigns in Acquia Personalization. Content types selection is automatically pushed into Personalization and made available in Experience Builder as you build the personalized experiences for your site.

Known issues and limitations¶

• Mixed campaigns and Content Recommendation campaigns are currently unavailable.
• Campaign Scheduler is not currently unavailable.
• AB Campaign Auto-Promotion is currently unavailable.
• Origin & Tag filters are unavailable in Experience Builder.
• Sites with dashes in the URL are currently unsupported. Therefore, problems occur in exporting content to Personalization and configuring the site.