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Creating rules in Personalization 3

When you add one or more content variations to a slot, you create a rule. You then choose the segment to which the content in the rule applies. Personalization tests the content on a specific group of visitors to your website.

About rules

Each slot on your webpage can have one or more rules applying to the slot. You can see rules using either of the following two methods:

  • Click Expand Slot in a highlighted slot, which expands the slot to the full window, allowing you to see and manipulate all the rules.
  • Click the Rules tab, which displays a list of all rules on the webpage, for all slots.

Rules are one of two types: draft or published.

  • Draft
    • Have a gray sidebar
    • Displayed to users with admin permissions signed into Personalization
  • Published
    • Have a green sidebar
    • Displayed to all users

Creating rules

To add content to a slot and create a rule, complete the following steps:

  1. Sign in to a Personalization-enabled website as an administrative user.

  2. Activate the Personalization bookmarklet. The Personalization sidebar will display.

  3. In the sidebar, click the Create tab.

    Create tab

  4. Click the Content tab, and then enter your search criteria in the Search for Content field.

    Content tab

  5. Click the magnifying glass Search in the field to search. Personalization displays a list of search results as a list of content with titles, including content imported from Content Hub. Content may also display as images, with titles. Searches match full or partial words.

  6. Click Filter to display the Filter & Search Content dialog box, and use the following fields to refine your search results:

    • Keywords
    • Sources list
    • Tags list
    • Content Type (comma separated)
    • Date(s)

    Tags filter inclusively by default. To exclude tags, click +Add exclusion tags.

  7. Click Filter Content.


    To learn more about saving and reusing filters, see Managing filters in Personalization.

  8. To display any available slots with a blue border, and to help you find them on your website, enable the Highlight Slots feature.

    Slider to highlight slots

  9. Configure your active segment. You can choose to apply a rule to a particular segment by selecting a segment from the Set Active Segment list at the top of the Personalization sidebar. The segment defaults to Everyone, which means all the visitors to your website fall into the segment. Any segment selected from the Set Active Segment list allows you to preview the current webpage as a visitor from the given segment. You can also change the segment of a rule after creating it. For information about creating more segments, see Managing your site’s segments.

  10. In the Algorithm list, click the method you want to use for recommending content:

    • Most recent content: Displays the newest content
    • Most viewed content: Displays the most popular content
  11. Click the piece of content you want to add to your rule, and then drag the content to the slot where you want to place it. Personalization displays the slot with a yellow border and the message New Rule. If there are rules already present in the slot, Personalization displays the rules in a dialog box after you drag the piece of content into the slot. When you add the content to the slot, Personalization displays the following options in a dialog box:

    • Create a new Rule: Add a new rule with the added content
    • Replace content: Replace the content in an existing rule
    • Create A/B Test: Create an A/B test rule from an existing targeting rule
    • Add to test: Add the content to an existing testing rule

    Only the rules for the segment selected display while you drag the piece of content to the segment. You can only change unpublished rules.


    By default, if a slot contains existing (static) content, the content will display even when you enable slot highlighting, and will include only the slot controls. After adding a rule, Personalization adds the rule details to the controls.

After you have selected an option from the dialog box, your content displays in the slot. Personalization creates a default click-through goal when you add the content to the slot.

Personalization displays the following elements for the slot:

Slot display

  • Slot name (X/Y): Personalization displays the name of the slot and (X/Y), where X is the number of rules for the particular segment selected in the Set Active Segment and Y is the total number of rules in the slot. The numbers change indicating you added a rule to the slot. For example, if there is one rule for the particular segment, and the total number of rules in the slot is one, the name slot name 1/1 displays. Point to the slot name to display a dialog box containing the number of rules for the particular segment and the total number of rules in the slot.
  • Expand slot: Personalization expands the slot to display all the rules existing in the slot, allowing you to manage and control their order.
  • Layout: Personalization changes the display of content based on the view mode associated with the content. Personalization imports view modes, such as teasers, used in slots. The preview will update when you choose a new view mode. Numbers will display if there are three or fewer view modes. Point to Layout to display a small preview of the content in the view mode. If there are more than three view modes, the preview switches to a list.
  • Dialog box: Personalization displays a dialog box with the message Rule Created! The dialog box lists the following information for the rule:
    • Type of rule: indicates the rule type. If the rule type is a targeting rule, Personalization displays a target icon. If the rule type is a testing rule, Personalization displays a pie chart icon.
    • Rule name: is based on the title of the content used. If content is used in the same slot several times, the rule name is enumerated. For example, if you use content entitled My dog, which creates a rule, and then add the content a second time, the new rule’s default name will be My_dog_1.
    • Segment to which the rule applies: indicates the group of website visitors shown the content in the rule.
    • Slot this rule is in: The name of the slot to which the rule applies.

Modifying rule names

By default, targeting rules will assume the name of the content they contain.

A testing rule, also known as an A/B test, will assume a name in the format {segment} A/B Test {number}, where {segment} is the name of the segment shown the content in the rule, and {number} is the number of tests created.

For example, the default name for the second A/B test for first-time visitors is First-time visitors A/B Test 2.

You can modify the names by completing the following steps:

  1. Click the Rules tab.
  2. Click the three vertical dots in the rule you want to modify.
  3. Click Configure.
  4. In the Rule name field, enter the new name for the rule.
  5. Click Save.