293004fdc6
* Splits documentation over multiple folders * Editor guide documentation intro * Adds segment dashboard documentation * Adds editor documenation regarding segment creation * Adds logo with padding for the documentation * Updates usage guide documentation * Splits sandbox and custom rules documentation * Improves ‘Create a variant’ documentation * Adds documentation regarding streamfield and template tags * Consistent StreamField references * Feedback from M. Dingjan * Remove ‘coming soon’ section * Enable sandbox debug toolbar * Updated documentation
92 lines
3.4 KiB
ReStructuredText
92 lines
3.4 KiB
ReStructuredText
Creating personalised content
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=============================
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Once you've created a segment you can start serving personalised content to your
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visitors. To do this, you can choose one of three methods.
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1. Create a page variant for a segment.
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2. Use StreamField blocks visible for a segment only.
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3. Use a template block visible for a segment only.
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Method 1: Create a page variant
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-------------------------------
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**Why you would want to use this method**
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* It has absolutely no restrictions, you can change anything you want.
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* That's pretty much it.
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**Why you would want to use a different method**
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* You are editing a page that changes often. You would probably rather not
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change the variation(s) every time the original page changes.
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To create a variant of a page for a specific Segment (which you can change to
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your liking after creating it), simply go to the Explorer section and find the
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page you would like to personalize.
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.. figure:: ../_static/images/variants_button.png
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:alt: The variants button that appears on personalisable pages.
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When you hover over a page, you'll notice a "Variants" dropdown button appears.
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Click the button and select the segment you would like to create personalised
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content for.
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Once you've selected the segment, a copy of the original page will be created
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with a title that includes the segment. Don't worry, your visitors won't be able
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to see this title. It's only there for your reference.
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.. figure:: ../_static/images/editing_variant.png
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:alt: The newly created page allowing you to change anything you want.
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You can change everything on this page you would like. Visitors that are appointed
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to your segment will automatically see the new variant you've created for them
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when attempting to visit the original page.
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Method 2: Use a StreamField block
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---------------------------------
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Preparing a page and it's StreamField blocks for this method is described in the
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Usage guide for developers. Please refer to
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:ref:`implementing_streamfield_blocks` for more information.
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**Why you would want to use this method**
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* Allows you to create personalised content in the original page (without
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creating a variant).
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* Create multiple StreamField blocks for different segments inline.
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**Why you would want to use a different method**
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* You need someone tech savvy to change the back-end implementation.
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To create personalised StreamField blocks, first select the page you wan't to
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create the content for. Note that the personalisable StreamField blocks must be
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activated on the page by your developer.
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Scroll down to the block containing the StreamField and add a personalisable
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block. The first input field in the block is a dropdown allowing you to select
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the segment this StreamField block is ment for.
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.. figure:: ../_static/images/single_streamfield.png
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:alt: Create a new StreamField block and select the segment.
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If you want, you can even add multiple blocks and change the segment to show
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different content between segments!
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.. figure:: ../_static/images/dual_streamfield.png
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:alt: You can even create multiple variations of the same block!
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Once saved, the page will selectively show StreamField blocks based on the
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visitor's segment.
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Method 3: Use a template block
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------------------------------
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Setting up content in this manner is described in the Usage guide for
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developers. Please refer to :ref:`implementing_template_blocks` for more
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information.
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