# Personalize Foundations ### About this export | Field | Value | | --- | --- | | **content_type** | course | | **platform** | contentstack-academy | | **source_url** | https://www.contentstack.com/academy/courses/personalize-foundations | | **language** | en | | **product_area** | personalize | | **learning_path** | standalone | | **course_id** | personalize-foundations | | **slug** | personalize-foundations | | **version** | 2026-03-01 | | **last_updated** | 2026-04-28 | | **status** | published | | **keywords** | ["personalize"] | | **summary_one_line** | In the Personalize Foundations course, you will explore the essentials of delivering tailored content to your audience through Contentstack's personalization features. The course covers the challenges of personalization,… | | **total_duration_minutes** | 24 | | **lessons_count** | 8 | | **video_lessons_count** | 8 | | **text_lessons_count** | 0 | | **linked_learning_path** | standalone | | **linked_assessment_ref** | LMS_UNCONFIGURED_COURSE_ASSESSMENT | | **markdown_file_url** | /academy/md/courses/personalize-foundations.md | | **generated_at** | 2026-04-28T06:55:48.555Z | | **intended_audience** | [] | | **prerequisites** | [] | | **related_courses** | [] | > **Academy MD v3** — companion `.md` for Ask AI. Quizzes and graded assessments are **LMS-only**; this file never contains answer keys. ## Course Overview | Metadata | Value | | --- | --- | | Catalog duration | 24m 26s | | Released (if known) | 2026-03-01 | | Product area | personalize | ### Description In the _Personalize Foundations_ course, you will explore the essentials of delivering tailored content to your audience through Contentstack's personalization features. The course covers the challenges of personalization, such as scalability and complexity, and presents a solution that balances simplicity and flexibility. You'll learn how to set up projects, configure segmented experiences, run A/B tests, and leverage attributes and audiences to deliver the right message at the right time. With practical guidance on creating dynamic user experiences, this course aims to improve engagement, conversions, and customer loyalty through effective personalization. ### Learning objectives 1. Follow each lesson in order. 2. Practice in a training stack using placeholders **YOUR_STACK_API_KEY** and **YOUR_DELIVERY_TOKEN** in local `.env` files only. 3. Validate API responses against the official documentation. ### Topics covered personalize ## Course structure ```text personalize-foundations/ ├── 01-about-personalize · video · 279s ├── 02-creating-a-personalize-project-and-experiences · video · 177s ├── 03-working-with-attributes · video · 162s ├── 04-creating-audiences · video · 151s ├── 05-creating-events-for-a-b-tests · video · 119s ├── 06-adding-audiences-to-experiences · video · 229s ├── 07-working-with-entry-variants · video · 196s ├── 08-a-b-testing-an-audience-impersonation · video · 153s ``` ## Lessons ### Lesson 01 — About Personalize #### Video details #### At a glance - **Title:** About Personalize - **Duration:** 4m 39s - **Media link:** https://cdn.jwplayer.com/previews/S9WCKPOo - **Publish date (unix):** 1727654555 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113530 kbps - video/mp4 · 180p · 180p · 199432 kbps - video/mp4 · 270p · 270p · 259565 kbps - video/mp4 · 360p · 360p · 301123 kbps - video/mp4 · 406p · 406p · 342280 kbps - video/mp4 · 540p · 540p · 480011 kbps - video/mp4 · 720p · 720p · 737824 kbps - video/mp4 · 1080p · 1080p · 1759812 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/S9WCKPOo-120.vtt` #### Transcript Let's talk about personalization. Now more than ever, it's incredibly important to deliver experiences that are uniquely tailored to the individual person interacting with your brand. But here's the thing, there's a lot of challenges to implementing personalization and maybe, even more importantly, making that implementation scalable. There's definitely solutions out there, but oftentimes they're either too complex and expensive or they don't deliver enough value. And the truth is, customers love that personal touch and at ContentStack, we've developed a solution that eliminates many of the challenges I just mentioned. Now there's a common misconception about personalization. It's not just about putting someone's name at the top of a website header when they return back to your site. It goes far beyond that. Personalization means delivering the right message at the right time to the right person. It's about providing value that feels specific to each individual's needs. In the end, successful personalization drives loyalty, increases conversion rates, and elevates your brand. It's not just about selling more, it's about building deeper relationships with your customers. And that, ultimately, is what makes personalization so powerful. Personalize, ContentStack's personalization solution, is made up of several components that deliver on the complexity required to accommodate a variety of experiences to a variety of customers in a simple and intuitive manner. Throughout this course, we'll dive into detail on each element required to create a personalized experience. Before we do, I just want to level set and review some terminology, give a quick explanation of some of the personalized features that we'll be using and how they relate to one another. There are several steps you need to take in order to create a successful personalized project. First, you want to establish what type of experience you want to create. You can create either a segmented experience or an A-B test. A segmented experience allows you to serve different content to users based on attributes that you can configure. More on that in a bit. A-B tests give you the ability to run experiments by delivering two or more variations of content to different groups. Now, I just mentioned that for your segmented experiences, you can serve different content to users based on attributes. So what's an attribute? In Personalize, you have the ability to use preset attributes, things like location, date, or operating system. Or you can create custom attributes, which would be user-defined characteristics. In the case of Compass Travel, this might include attributes like a business traveler, a loyalty member, or an adventure seeker. An attribute gives you the ability to uniquely position content that suits their behavior and interests. Once you establish those attributes, you can associate them to users through a personalized feature called Audiences. Simply put, Audiences are dynamic user segments based on common attributes. Once you have an experience, attributes created, and then have those attributes grouped into Audiences, you're now ready to create variants of your entries. That means you can change the content in an entry based on the factors configured for each audience. Before we move on and look at how we can do this in detail, the last thing I'll touch on is something called Events, which are unique to A-B Tests. Events play a critical role in evaluating the success of your A-B Tests by capturing and tracking every interaction a user makes. By monitoring specific user actions, such as clicks, form submissions, or video plays, you can effectively assess which variant of your experience delivers better performance. Now that we've laid the foundation of terminology for the different components that make up Content Stack Personalize, let's dig deeper and explore how we can actually implement them. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:05.100 Let's talk about personalization. 2 00:00:05.100 --> 00:00:10.400 Now more than ever, it's incredibly important to deliver experiences that are uniquely tailored 3 00:00:10.400 --> 00:00:14.120 to the individual person interacting with your brand. 4 00:00:14.120 --> 00:00:18.560 But here's the thing, there's a lot of challenges to implementing personalization 5 00:00:18.560 --> 00:00:24.520 and maybe, even more importantly, making that implementation scalable. 6 00:00:24.520 --> 00:00:28.920 There's definitely solutions out there, but oftentimes they're either too complex 7 00:00:28.920 --> 00:00:32.760 and expensive or they don't deliver enough value. 8 00:00:32.760 --> 00:00:38.440 And the truth is, customers love that personal touch and at ContentStack, we've developed 9 00:00:38.440 --> 00:00:43.440 a solution that eliminates many of the challenges I just mentioned. 10 00:00:43.440 --> 00:00:47.600 Now there's a common misconception about personalization. 11 00:00:47.600 --> 00:00:51.800 It's not just about putting someone's name at the top of a website header when they return 12 00:00:51.800 --> 00:00:53.400 back to your site. 13 00:00:53.400 --> 00:00:56.640 It goes far beyond that. 14 00:00:56.640 --> 00:01:01.960 Personalization means delivering the right message at the right time to the right person. 15 00:01:01.960 --> 00:01:07.680 It's about providing value that feels specific to each individual's needs. 16 00:01:07.680 --> 00:01:14.400 In the end, successful personalization drives loyalty, increases conversion rates, and elevates 17 00:01:14.400 --> 00:01:15.920 your brand. 18 00:01:15.920 --> 00:01:21.320 It's not just about selling more, it's about building deeper relationships with your 19 00:01:21.320 --> 00:01:22.320 customers. 20 00:01:22.320 --> 00:01:27.640 And that, ultimately, is what makes personalization so powerful. 21 00:01:27.640 --> 00:01:33.760 Personalize, ContentStack's personalization solution, is made up of several components 22 00:01:33.760 --> 00:01:39.880 that deliver on the complexity required to accommodate a variety of experiences to a 23 00:01:39.880 --> 00:01:44.640 variety of customers in a simple and intuitive manner. 24 00:01:44.640 --> 00:01:50.020 Throughout this course, we'll dive into detail on each element required to create 25 00:01:50.020 --> 00:01:51.840 a personalized experience. 26 00:01:52.360 --> 00:01:58.360 Before we do, I just want to level set and review some terminology, give a quick explanation 27 00:01:58.360 --> 00:02:03.080 of some of the personalized features that we'll be using and how they relate to one 28 00:02:03.080 --> 00:02:04.080 another. 29 00:02:04.080 --> 00:02:08.760 There are several steps you need to take in order to create a successful personalized 30 00:02:08.760 --> 00:02:09.760 project. 31 00:02:09.760 --> 00:02:15.280 First, you want to establish what type of experience you want to create. 32 00:02:15.280 --> 00:02:20.000 You can create either a segmented experience or an A-B test. 33 00:02:20.000 --> 00:02:26.180 A segmented experience allows you to serve different content to users based on attributes 34 00:02:26.180 --> 00:02:28.180 that you can configure. 35 00:02:28.180 --> 00:02:29.860 More on that in a bit. 36 00:02:29.860 --> 00:02:36.500 A-B tests give you the ability to run experiments by delivering two or more variations of content 37 00:02:36.500 --> 00:02:37.980 to different groups. 38 00:02:37.980 --> 00:02:43.820 Now, I just mentioned that for your segmented experiences, you can serve different content 39 00:02:43.820 --> 00:02:47.000 to users based on attributes. 40 00:02:47.000 --> 00:02:49.420 So what's an attribute? 41 00:02:49.420 --> 00:02:55.300 In Personalize, you have the ability to use preset attributes, things like location, date, 42 00:02:55.300 --> 00:02:56.800 or operating system. 43 00:02:56.800 --> 00:03:03.740 Or you can create custom attributes, which would be user-defined characteristics. 44 00:03:03.740 --> 00:03:08.940 In the case of Compass Travel, this might include attributes like a business traveler, 45 00:03:08.940 --> 00:03:12.660 a loyalty member, or an adventure seeker. 46 00:03:12.660 --> 00:03:18.280 An attribute gives you the ability to uniquely position content that suits their behavior 47 00:03:18.280 --> 00:03:20.080 and interests. 48 00:03:20.080 --> 00:03:24.880 Once you establish those attributes, you can associate them to users through a personalized 49 00:03:24.880 --> 00:03:28.080 feature called Audiences. 50 00:03:28.080 --> 00:03:34.280 Simply put, Audiences are dynamic user segments based on common attributes. 51 00:03:34.280 --> 00:03:39.320 Once you have an experience, attributes created, and then have those attributes grouped into 52 00:03:39.320 --> 00:03:44.800 Audiences, you're now ready to create variants of your entries. 53 00:03:44.800 --> 00:03:50.200 That means you can change the content in an entry based on the factors configured for 54 00:03:50.200 --> 00:03:52.000 each audience. 55 00:03:52.000 --> 00:03:56.940 Before we move on and look at how we can do this in detail, the last thing I'll touch 56 00:03:56.940 --> 00:04:01.960 on is something called Events, which are unique to A-B Tests. 57 00:04:01.960 --> 00:04:07.520 Events play a critical role in evaluating the success of your A-B Tests by capturing 58 00:04:07.520 --> 00:04:11.520 and tracking every interaction a user makes. 59 00:04:11.520 --> 00:04:17.200 By monitoring specific user actions, such as clicks, form submissions, or video plays, 60 00:04:17.200 --> 00:04:23.000 you can effectively assess which variant of your experience delivers better performance. 61 00:04:23.000 --> 00:04:27.720 Now that we've laid the foundation of terminology for the different components that make up 62 00:04:27.720 --> 00:04:34.120 Content Stack Personalize, let's dig deeper and explore how we can actually implement them. ``` ```transcript [00:00] Let's talk about personalization. [00:05] Now more than ever, it's incredibly important to deliver experiences that are uniquely tailored [00:10] to the individual person interacting with your brand. [00:14] But here's the thing, there's a lot of challenges to implementing personalization [00:18] and maybe, even more importantly, making that implementation scalable. [00:24] There's definitely solutions out there, but oftentimes they're either too complex [00:28] and expensive or they don't deliver enough value. [00:32] And the truth is, customers love that personal touch and at ContentStack, we've developed [00:38] a solution that eliminates many of the challenges I just mentioned. [00:43] Now there's a common misconception about personalization. [00:47] It's not just about putting someone's name at the top of a website header when they return [00:51] back to your site. [00:53] It goes far beyond that. [00:56] Personalization means delivering the right message at the right time to the right person. [01:01] It's about providing value that feels specific to each individual's needs. [01:07] In the end, successful personalization drives loyalty, increases conversion rates, and elevates [01:14] your brand. [01:15] It's not just about selling more, it's about building deeper relationships with your [01:21] customers. [01:22] And that, ultimately, is what makes personalization so powerful. [01:27] Personalize, ContentStack's personalization solution, is made up of several components [01:33] that deliver on the complexity required to accommodate a variety of experiences to a [01:39] variety of customers in a simple and intuitive manner. [01:44] Throughout this course, we'll dive into detail on each element required to create [01:50] a personalized experience. [01:52] Before we do, I just want to level set and review some terminology, give a quick explanation [01:58] of some of the personalized features that we'll be using and how they relate to one [02:03] another. [02:04] There are several steps you need to take in order to create a successful personalized [02:08] project. [02:09] First, you want to establish what type of experience you want to create. [02:15] You can create either a segmented experience or an A-B test. [02:20] A segmented experience allows you to serve different content to users based on attributes [02:26] that you can configure. [02:28] More on that in a bit. [02:29] A-B tests give you the ability to run experiments by delivering two or more variations of content [02:36] to different groups. [02:37] Now, I just mentioned that for your segmented experiences, you can serve different content [02:43] to users based on attributes. [02:47] So what's an attribute? [02:49] In Personalize, you have the ability to use preset attributes, things like location, date, [02:55] or operating system. [02:56] Or you can create custom attributes, which would be user-defined characteristics. [03:03] In the case of Compass Travel, this might include attributes like a business traveler, [03:08] a loyalty member, or an adventure seeker. [03:12] An attribute gives you the ability to uniquely position content that suits their behavior [03:18] and interests. [03:20] Once you establish those attributes, you can associate them to users through a personalized [03:24] feature called Audiences. [03:28] Simply put, Audiences are dynamic user segments based on common attributes. [03:34] Once you have an experience, attributes created, and then have those attributes grouped into [03:39] Audiences, you're now ready to create variants of your entries. [03:44] That means you can change the content in an entry based on the factors configured for [03:50] each audience. [03:52] Before we move on and look at how we can do this in detail, the last thing I'll touch [03:56] on is something called Events, which are unique to A-B Tests. [04:01] Events play a critical role in evaluating the success of your A-B Tests by capturing [04:07] and tracking every interaction a user makes. [04:11] By monitoring specific user actions, such as clicks, form submissions, or video plays, [04:17] you can effectively assess which variant of your experience delivers better performance. ``` #### Key takeaways - Connect **About Personalize** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 02 — Creating a Personalize Project and Experiences #### Video details #### At a glance - **Title:** Creating A Personalize Project And Experiences - **Duration:** 2m 57s - **Media link:** https://cdn.jwplayer.com/previews/t4HUHTEx - **Publish date (unix):** 1727654555 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113822 kbps - video/mp4 · 180p · 180p · 135885 kbps - video/mp4 · 270p · 270p · 148512 kbps - video/mp4 · 360p · 360p · 159906 kbps - video/mp4 · 406p · 406p · 166453 kbps - video/mp4 · 540p · 540p · 188064 kbps - video/mp4 · 720p · 720p · 216660 kbps - video/mp4 · 1080p · 1080p · 286915 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/t4HUHTEx-120.vtt` #### Transcript The first thing that you need to do to start working with Personalize in Content Stack is create a new Personalize project. To create a project, make sure you're at the Organization level of Content Stack. Once you are, click the Personalize button on the left side. This will bring you directly to your Personalize projects. Here, we want to create a new project. To do that, click the Create New Personalize Project button. This will open a window where you can provide a name and a description. It's important to note you can only assign one Personalize project per stack. I'll name this Compass Travel Personalization. Give it a description of Compass Travel and assign this stack. In my case, it's the Compass Personalize Demo stack. Once you're happy with the settings, click the Create Project button. Once your project is created, you're ready to start working with the features of Personalize. To do this, I'll click the Personalize project I just created, which will bring you into the project itself with the first option of Experiences Active. Notice on the left you have access to other features as well. Audiences, Attributes, Events, and of course the Project Settings. Our focus here will be creating new experiences. To do that, click the New Experience button at the bottom. Next, you'll have to decide if you want an A-B test experience or a segmented experience. We'll look at both, but for now, let's choose segmented. Remember, a segmented experience gives you the ability to create highly targeted, individualized content experiences for distinct audience segments. They're ideal for scenarios where you have a diverse audience with varied needs that requires a high level of content customization. Let's give it a name of Personalize and add a description if you'd like. Then click Save General Details. If you look on the left, there's a Configuration option. Here you'll notice we can add variants to this experience. We don't have any at the moment, likewise with Analytics, so we'll return back here later in the course. Before we move on, let's also set up an A-B test experience. Click the Back button in the top left to return to the previous screen. In the top right, click New Experience, but this time choose the A-B test experience. You get the same dialog box where you have to add a name and a description. Here I'll name it A-B Testing. I'll then click the Save General Details button. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:10.640 The first thing that you need to do to start working with Personalize in Content Stack 2 00:00:10.640 --> 00:00:13.900 is create a new Personalize project. 3 00:00:13.900 --> 00:00:19.600 To create a project, make sure you're at the Organization level of Content Stack. 4 00:00:19.600 --> 00:00:23.640 Once you are, click the Personalize button on the left side. 5 00:00:23.640 --> 00:00:26.760 This will bring you directly to your Personalize projects. 6 00:00:26.760 --> 00:00:30.160 Here, we want to create a new project. 7 00:00:30.160 --> 00:00:33.800 To do that, click the Create New Personalize Project button. 8 00:00:33.800 --> 00:00:38.120 This will open a window where you can provide a name and a description. 9 00:00:38.120 --> 00:00:43.520 It's important to note you can only assign one Personalize project per stack. 10 00:00:43.520 --> 00:00:47.280 I'll name this Compass Travel Personalization. 11 00:00:47.280 --> 00:00:51.600 Give it a description of Compass Travel and assign this stack. 12 00:00:51.600 --> 00:00:55.840 In my case, it's the Compass Personalize Demo stack. 13 00:00:55.840 --> 00:01:00.320 Once you're happy with the settings, click the Create Project button. 14 00:01:00.320 --> 00:01:05.560 Once your project is created, you're ready to start working with the features of Personalize. 15 00:01:05.560 --> 00:01:11.200 To do this, I'll click the Personalize project I just created, which will bring you into 16 00:01:11.200 --> 00:01:17.000 the project itself with the first option of Experiences Active. 17 00:01:17.000 --> 00:01:20.960 Notice on the left you have access to other features as well. 18 00:01:20.960 --> 00:01:26.360 Audiences, Attributes, Events, and of course the Project Settings. 19 00:01:26.360 --> 00:01:30.080 Our focus here will be creating new experiences. 20 00:01:30.080 --> 00:01:33.320 To do that, click the New Experience button at the bottom. 21 00:01:33.320 --> 00:01:39.440 Next, you'll have to decide if you want an A-B test experience or a segmented experience. 22 00:01:39.440 --> 00:01:43.120 We'll look at both, but for now, let's choose segmented. 23 00:01:43.120 --> 00:01:49.480 Remember, a segmented experience gives you the ability to create highly targeted, individualized 24 00:01:49.480 --> 00:01:53.760 content experiences for distinct audience segments. 25 00:01:53.760 --> 00:01:59.040 They're ideal for scenarios where you have a diverse audience with varied needs that 26 00:01:59.040 --> 00:02:03.120 requires a high level of content customization. 27 00:02:03.120 --> 00:02:07.560 Let's give it a name of Personalize and add a description if you'd like. 28 00:02:07.560 --> 00:02:10.240 Then click Save General Details. 29 00:02:10.240 --> 00:02:13.760 If you look on the left, there's a Configuration option. 30 00:02:13.760 --> 00:02:17.300 Here you'll notice we can add variants to this experience. 31 00:02:17.300 --> 00:02:22.580 We don't have any at the moment, likewise with Analytics, so we'll return back here 32 00:02:22.580 --> 00:02:24.260 later in the course. 33 00:02:24.260 --> 00:02:28.940 Before we move on, let's also set up an A-B test experience. 34 00:02:28.940 --> 00:02:32.700 Click the Back button in the top left to return to the previous screen. 35 00:02:32.700 --> 00:02:39.980 In the top right, click New Experience, but this time choose the A-B test experience. 36 00:02:39.980 --> 00:02:44.620 You get the same dialog box where you have to add a name and a description. 37 00:02:44.620 --> 00:02:47.700 Here I'll name it A-B Testing. 38 00:02:47.700 --> 00:02:50.700 I'll then click the Save General Details button. ``` ```transcript [00:00] The first thing that you need to do to start working with Personalize in Content Stack [00:10] is create a new Personalize project. [00:13] To create a project, make sure you're at the Organization level of Content Stack. [00:19] Once you are, click the Personalize button on the left side. [00:23] This will bring you directly to your Personalize projects. [00:26] Here, we want to create a new project. [00:30] To do that, click the Create New Personalize Project button. [00:33] This will open a window where you can provide a name and a description. [00:38] It's important to note you can only assign one Personalize project per stack. [00:43] I'll name this Compass Travel Personalization. [00:47] Give it a description of Compass Travel and assign this stack. [00:51] In my case, it's the Compass Personalize Demo stack. [00:55] Once you're happy with the settings, click the Create Project button. [01:00] Once your project is created, you're ready to start working with the features of Personalize. [01:05] To do this, I'll click the Personalize project I just created, which will bring you into [01:11] the project itself with the first option of Experiences Active. [01:17] Notice on the left you have access to other features as well. [01:20] Audiences, Attributes, Events, and of course the Project Settings. [01:26] Our focus here will be creating new experiences. [01:30] To do that, click the New Experience button at the bottom. [01:33] Next, you'll have to decide if you want an A-B test experience or a segmented experience. [01:39] We'll look at both, but for now, let's choose segmented. [01:43] Remember, a segmented experience gives you the ability to create highly targeted, individualized [01:49] content experiences for distinct audience segments. [01:53] They're ideal for scenarios where you have a diverse audience with varied needs that [01:59] requires a high level of content customization. [02:03] Let's give it a name of Personalize and add a description if you'd like. [02:07] Then click Save General Details. [02:10] If you look on the left, there's a Configuration option. [02:13] Here you'll notice we can add variants to this experience. [02:17] We don't have any at the moment, likewise with Analytics, so we'll return back here [02:22] later in the course. [02:24] Before we move on, let's also set up an A-B test experience. [02:28] Click the Back button in the top left to return to the previous screen. [02:32] In the top right, click New Experience, but this time choose the A-B test experience. [02:39] You get the same dialog box where you have to add a name and a description. [02:44] Here I'll name it A-B Testing. [02:47] I'll then click the Save General Details button. ``` #### Key takeaways - Connect **Creating a Personalize Project and Experiences** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 03 — Working with Attributes #### Video details #### At a glance - **Title:** Working With Attributes - **Duration:** 2m 42s - **Media link:** https://cdn.jwplayer.com/previews/RcVjZyCA - **Publish date (unix):** 1727659471 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113668 kbps - video/mp4 · 180p · 180p · 175263 kbps - video/mp4 · 270p · 270p · 220411 kbps - video/mp4 · 360p · 360p · 260386 kbps - video/mp4 · 406p · 406p · 294806 kbps - video/mp4 · 540p · 540p · 410759 kbps - video/mp4 · 720p · 720p · 642371 kbps - video/mp4 · 1080p · 1080p · 1563618 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/RcVjZyCA-120.vtt` #### Transcript Attributes define key characteristics of your users and there's two types of attributes in Personalize. Preset attributes and custom attributes. Preset attributes are predefined user characteristics that represent common user traits across all visitors. Traits like country, region, and city give you the ability to offer content to specific users in a geography. For example, you might want to promote content for a local attraction in the city where the user is visiting from. If they're in New York City, you might want to showcase a tour of Manhattan, tickets to the Statue of Liberty, or dining reservations in Soho. By identifying these attributes, you can group users into distinct audience segments, allowing you to tailor content and deliver more personalized experiences. Custom attributes, on the other hand, are characteristics you define to improve audience targeting. They let you capture visitor details that preset attributes don't, allowing for more precise personalization. Once you've created a custom attribute, you'll need to collect data for it, which can be done using the Personalize Edge SDK or API, as well as tools like Google Tag Manager or custom data platform integrations. This flexibility helps you create specific user segments and delivers personalized experiences, boosting engagement and conversions. Let's take a look at how we can create a custom attribute. On the left-hand side, click the Attributes button to open the Attributes screen. Here, you'll see all the preset attributes we discussed a moment ago. Of course, our interest is in creating a new attribute, so we'll click that button in the top right-hand corner. Enter a name of Travel Type and an attribute key of Travel Underscore Type. Enter a description if you'd like, and then click Save. Once it's done saving, you'll see your custom attribute appear in the list. On the right side, under the Actions column, you can either edit the attribute, which will return you to the previous window where you could rename the attribute or the attribute key, and modify the description. The other option is to delete the attribute if you wish. Once you have your attributes set up, it's time to add them to an audience. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:05.520 Attributes define key characteristics of your users and there's two types of 2 00:00:05.520 --> 00:00:10.680 attributes in Personalize. Preset attributes and custom attributes. 3 00:00:10.680 --> 00:00:16.640 Preset attributes are predefined user characteristics that represent common 4 00:00:16.640 --> 00:00:23.360 user traits across all visitors. Traits like country, region, and city give you 5 00:00:23.360 --> 00:00:29.120 the ability to offer content to specific users in a geography. For example, you 6 00:00:29.120 --> 00:00:33.360 might want to promote content for a local attraction in the city where the 7 00:00:33.360 --> 00:00:38.720 user is visiting from. If they're in New York City, you might want to showcase a 8 00:00:38.720 --> 00:00:44.680 tour of Manhattan, tickets to the Statue of Liberty, or dining reservations in Soho. 9 00:00:44.680 --> 00:00:50.320 By identifying these attributes, you can group users into distinct audience 10 00:00:50.320 --> 00:00:55.400 segments, allowing you to tailor content and deliver more personalized 11 00:00:55.400 --> 00:01:01.280 experiences. Custom attributes, on the other hand, are characteristics you define 12 00:01:01.280 --> 00:01:07.360 to improve audience targeting. They let you capture visitor details that preset 13 00:01:07.360 --> 00:01:13.560 attributes don't, allowing for more precise personalization. Once you've 14 00:01:13.560 --> 00:01:18.320 created a custom attribute, you'll need to collect data for it, which can be done 15 00:01:18.320 --> 00:01:24.640 using the Personalize Edge SDK or API, as well as tools like Google Tag Manager or 16 00:01:24.680 --> 00:01:30.760 custom data platform integrations. This flexibility helps you create specific 17 00:01:30.760 --> 00:01:36.480 user segments and delivers personalized experiences, boosting engagement and 18 00:01:36.480 --> 00:01:42.860 conversions. Let's take a look at how we can create a custom attribute. On the 19 00:01:42.860 --> 00:01:47.240 left-hand side, click the Attributes button to open the 20 00:01:47.240 --> 00:01:51.960 Attributes screen. Here, you'll see all the preset attributes we discussed a 21 00:01:52.160 --> 00:01:57.880 moment ago. Of course, our interest is in creating a new attribute, so we'll click 22 00:01:57.880 --> 00:02:03.360 that button in the top right-hand corner. Enter a name of Travel Type and an 23 00:02:03.360 --> 00:02:08.400 attribute key of Travel Underscore Type. Enter a description if you'd like, and 24 00:02:08.400 --> 00:02:14.000 then click Save. Once it's done saving, you'll see your custom attribute appear 25 00:02:14.000 --> 00:02:18.920 in the list. On the right side, under the Actions column, you can either edit the 26 00:02:18.960 --> 00:02:23.040 attribute, which will return you to the previous window where you could rename 27 00:02:23.040 --> 00:02:28.680 the attribute or the attribute key, and modify the description. The other option 28 00:02:28.680 --> 00:02:33.880 is to delete the attribute if you wish. Once you have your attributes set up, 29 00:02:33.880 --> 00:02:38.640 it's time to add them to an audience. ``` ```transcript [00:00] Attributes define key characteristics of your users and there's two types of [00:05] attributes in Personalize. Preset attributes and custom attributes. [00:10] Preset attributes are predefined user characteristics that represent common [00:16] user traits across all visitors. Traits like country, region, and city give you [00:23] the ability to offer content to specific users in a geography. For example, you [00:29] might want to promote content for a local attraction in the city where the [00:33] user is visiting from. If they're in New York City, you might want to showcase a [00:38] tour of Manhattan, tickets to the Statue of Liberty, or dining reservations in Soho. [00:44] By identifying these attributes, you can group users into distinct audience [00:50] segments, allowing you to tailor content and deliver more personalized [00:55] experiences. Custom attributes, on the other hand, are characteristics you define [01:01] to improve audience targeting. They let you capture visitor details that preset [01:07] attributes don't, allowing for more precise personalization. Once you've [01:13] created a custom attribute, you'll need to collect data for it, which can be done [01:18] using the Personalize Edge SDK or API, as well as tools like Google Tag Manager or [01:24] custom data platform integrations. This flexibility helps you create specific [01:30] user segments and delivers personalized experiences, boosting engagement and [01:36] conversions. Let's take a look at how we can create a custom attribute. On the [01:42] left-hand side, click the Attributes button to open the [01:47] Attributes screen. Here, you'll see all the preset attributes we discussed a [01:52] moment ago. Of course, our interest is in creating a new attribute, so we'll click [01:57] that button in the top right-hand corner. Enter a name of Travel Type and an [02:03] attribute key of Travel Underscore Type. Enter a description if you'd like, and [02:08] then click Save. Once it's done saving, you'll see your custom attribute appear [02:14] in the list. On the right side, under the Actions column, you can either edit the [02:18] attribute, which will return you to the previous window where you could rename [02:23] the attribute or the attribute key, and modify the description. The other option [02:28] is to delete the attribute if you wish. Once you have your attributes set up, [02:33] it's time to add them to an audience. ``` #### Key takeaways - Connect **Working with Attributes** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 04 — Creating Audiences #### Video details #### At a glance - **Title:** Creating Audiences - **Duration:** 2m 31s - **Media link:** https://cdn.jwplayer.com/previews/c8Q04HgU - **Publish date (unix):** 1727654555 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113737 kbps - video/mp4 · 180p · 180p · 134293 kbps - video/mp4 · 270p · 270p · 144596 kbps - video/mp4 · 360p · 360p · 155157 kbps - video/mp4 · 406p · 406p · 160821 kbps - video/mp4 · 540p · 540p · 178307 kbps - video/mp4 · 720p · 720p · 204706 kbps - video/mp4 · 1080p · 1080p · 263506 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/c8Q04HgU-120.vtt` #### Transcript Audiences in ContentStack Personalize allow you to tailor content experiences for individual users by segmenting them based on attributes, behaviors, and context. Here you'll notice I'm still in Personalize inside of ContentStack. Moreover, I've created two additional custom attributes of travel destination and price type. To look at Audiences, on the left side I'll click the Audiences button to enter the Audiences screen. Let's create a new audience by clicking the New Audience button. First provide a name that means something. Here I'll type in Luxury and provide a description of Luxury Traveler. This obviously will be an audience catered towards travelers interested in luxurious vacations. Below is where you can configure your rules. Rules define how visitors are grouped for personalized experiences based on their attributes and behaviors. You can use preset or custom attributes to shape your audience. First in the drop-down menu you can select either match all of the below conditions or match any of the below conditions. I'm going to leave it set to match all. Notice there's two buttons, Add Rule and Add Group. We're going to click the Add Rule button, but know that if you need more complex rules you can group multiple conditions together by clicking Add Group. Again, for our needs we'll click Add Rule. In the Select Attribute menu you can access all the attributes that are defined within your personalized project. Here I'm going to scroll down towards the bottom and select the price type. Next I'll set the operator value to String Equals. Finally I'll type Luxury in the Select Value text field. And that's it. Now just go to the top right and click the Save button to save the attribute. Under the Actions column you can access commands to edit or delete the attribute. I'll create more audiences for the Compass Travel site, but the key to making this work is adding audiences to your experiences, which is exactly what we'll be doing in just a bit. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:11.600 Audiences in ContentStack Personalize allow you to tailor content experiences for individual 2 00:00:11.600 --> 00:00:18.120 users by segmenting them based on attributes, behaviors, and context. 3 00:00:18.120 --> 00:00:22.360 Here you'll notice I'm still in Personalize inside of ContentStack. 4 00:00:22.360 --> 00:00:28.600 Moreover, I've created two additional custom attributes of travel destination and price 5 00:00:28.600 --> 00:00:29.760 type. 6 00:00:29.760 --> 00:00:36.400 To look at Audiences, on the left side I'll click the Audiences button to enter the Audiences 7 00:00:36.400 --> 00:00:37.400 screen. 8 00:00:37.400 --> 00:00:42.920 Let's create a new audience by clicking the New Audience button. 9 00:00:42.920 --> 00:00:45.120 First provide a name that means something. 10 00:00:45.120 --> 00:00:51.080 Here I'll type in Luxury and provide a description of Luxury Traveler. 11 00:00:51.080 --> 00:00:56.960 This obviously will be an audience catered towards travelers interested in luxurious 12 00:00:56.960 --> 00:00:59.240 vacations. 13 00:00:59.240 --> 00:01:02.640 Below is where you can configure your rules. 14 00:01:02.640 --> 00:01:08.280 Rules define how visitors are grouped for personalized experiences based on their attributes 15 00:01:08.280 --> 00:01:09.740 and behaviors. 16 00:01:09.740 --> 00:01:14.760 You can use preset or custom attributes to shape your audience. 17 00:01:14.760 --> 00:01:20.040 First in the drop-down menu you can select either match all of the below conditions or 18 00:01:20.040 --> 00:01:22.840 match any of the below conditions. 19 00:01:22.840 --> 00:01:26.180 I'm going to leave it set to match all. 20 00:01:26.180 --> 00:01:30.460 Notice there's two buttons, Add Rule and Add Group. 21 00:01:30.460 --> 00:01:36.180 We're going to click the Add Rule button, but know that if you need more complex rules 22 00:01:36.180 --> 00:01:40.900 you can group multiple conditions together by clicking Add Group. 23 00:01:40.900 --> 00:01:45.040 Again, for our needs we'll click Add Rule. 24 00:01:45.040 --> 00:01:50.140 In the Select Attribute menu you can access all the attributes that are defined within 25 00:01:50.140 --> 00:01:52.380 your personalized project. 26 00:01:52.380 --> 00:01:56.860 Here I'm going to scroll down towards the bottom and select the price type. 27 00:01:56.860 --> 00:02:00.660 Next I'll set the operator value to String Equals. 28 00:02:00.660 --> 00:02:04.980 Finally I'll type Luxury in the Select Value text field. 29 00:02:04.980 --> 00:02:06.180 And that's it. 30 00:02:06.180 --> 00:02:10.900 Now just go to the top right and click the Save button to save the attribute. 31 00:02:10.900 --> 00:02:15.780 Under the Actions column you can access commands to edit or delete the attribute. 32 00:02:15.780 --> 00:02:21.100 I'll create more audiences for the Compass Travel site, but the key to making this work 33 00:02:21.100 --> 00:02:27.260 is adding audiences to your experiences, which is exactly what we'll be doing in just a bit. ``` ```transcript [00:00] Audiences in ContentStack Personalize allow you to tailor content experiences for individual [00:11] users by segmenting them based on attributes, behaviors, and context. [00:18] Here you'll notice I'm still in Personalize inside of ContentStack. [00:22] Moreover, I've created two additional custom attributes of travel destination and price [00:28] type. [00:29] To look at Audiences, on the left side I'll click the Audiences button to enter the Audiences [00:36] screen. [00:37] Let's create a new audience by clicking the New Audience button. [00:42] First provide a name that means something. [00:45] Here I'll type in Luxury and provide a description of Luxury Traveler. [00:51] This obviously will be an audience catered towards travelers interested in luxurious [00:56] vacations. [00:59] Below is where you can configure your rules. [01:02] Rules define how visitors are grouped for personalized experiences based on their attributes [01:08] and behaviors. [01:09] You can use preset or custom attributes to shape your audience. [01:14] First in the drop-down menu you can select either match all of the below conditions or [01:20] match any of the below conditions. [01:22] I'm going to leave it set to match all. [01:26] Notice there's two buttons, Add Rule and Add Group. [01:30] We're going to click the Add Rule button, but know that if you need more complex rules [01:36] you can group multiple conditions together by clicking Add Group. [01:40] Again, for our needs we'll click Add Rule. [01:45] In the Select Attribute menu you can access all the attributes that are defined within [01:50] your personalized project. [01:52] Here I'm going to scroll down towards the bottom and select the price type. [01:56] Next I'll set the operator value to String Equals. [02:00] Finally I'll type Luxury in the Select Value text field. [02:04] And that's it. [02:06] Now just go to the top right and click the Save button to save the attribute. [02:10] Under the Actions column you can access commands to edit or delete the attribute. [02:15] I'll create more audiences for the Compass Travel site, but the key to making this work [02:21] is adding audiences to your experiences, which is exactly what we'll be doing in just a bit. ``` #### Key takeaways - Connect **Creating Audiences** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 05 — Creating Events for A/B Tests #### Video details #### At a glance - **Title:** Creating Events For A-b Tests - **Duration:** 1m 59s - **Media link:** https://cdn.jwplayer.com/previews/T4oeI9zD - **Publish date (unix):** 1727658446 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113768 kbps - video/mp4 · 180p · 180p · 180820 kbps - video/mp4 · 270p · 270p · 231008 kbps - video/mp4 · 360p · 360p · 272234 kbps - video/mp4 · 406p · 406p · 312846 kbps - video/mp4 · 540p · 540p · 439286 kbps - video/mp4 · 720p · 720p · 699874 kbps - video/mp4 · 1080p · 1080p · 1747898 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/T4oeI9zD-120.vtt` #### Transcript Events track and monitor actions users take. In Personalize, events are key for measuring the success of your A-B tests. By tracking actions like clicks, form submissions, or video plays, you can see which variation of your content performs better. Personalize lets you track two main types of events, impressions and conversions. Impressions track how many times users see specific content on your website. Each user only gets counted once even if they view the same personalized content multiple times. This helps you know if your content is actually being seen. For example, if you have two versions of a homepage banner for different audiences, tracking impressions tells you how often each banner is viewed, helping you see which one is more popular. A conversion is a positive user action like signing up for a newsletter, completing a form, or watching a video. In A-B testing, conversions help you figure out which version is more effective, with more conversions usually pointing to the better variant. For example, if you have two different sign-up forms, tracking conversions will show you which form gets more submissions, helping you see which one works best. Creating an event is simple. From the Personalize screen, click the Events button on the left. This will bring you to the Events screen, where you can click the New Event button. Enter an event key. In this case, I'll type Click, and I'll add a description of This is a custom event for tracking clicks. Once you're done, click Create. It's important to note that the maximum number of events per project is 100. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:11.320 Events track and monitor actions users take. In Personalize, events are key for measuring 2 00:00:11.320 --> 00:00:13.920 the success of your A-B tests. 3 00:00:13.920 --> 00:00:20.000 By tracking actions like clicks, form submissions, or video plays, you can see which variation 4 00:00:20.000 --> 00:00:23.120 of your content performs better. 5 00:00:23.120 --> 00:00:29.400 Personalize lets you track two main types of events, impressions and conversions. 6 00:00:29.400 --> 00:00:35.020 Impressions track how many times users see specific content on your website. Each user 7 00:00:35.020 --> 00:00:41.220 only gets counted once even if they view the same personalized content multiple times. 8 00:00:41.220 --> 00:00:44.920 This helps you know if your content is actually being seen. 9 00:00:44.920 --> 00:00:50.140 For example, if you have two versions of a homepage banner for different audiences, tracking 10 00:00:50.140 --> 00:00:56.480 impressions tells you how often each banner is viewed, helping you see which one is more 11 00:00:56.520 --> 00:01:03.080 popular. A conversion is a positive user action like signing up for a newsletter, completing 12 00:01:03.080 --> 00:01:06.040 a form, or watching a video. 13 00:01:06.040 --> 00:01:11.920 In A-B testing, conversions help you figure out which version is more effective, with 14 00:01:11.920 --> 00:01:16.160 more conversions usually pointing to the better variant. 15 00:01:16.160 --> 00:01:20.600 For example, if you have two different sign-up forms, tracking conversions will show you 16 00:01:20.880 --> 00:01:26.960 which form gets more submissions, helping you see which one works best. 17 00:01:26.960 --> 00:01:32.760 Creating an event is simple. From the Personalize screen, click the Events button on the left. 18 00:01:32.760 --> 00:01:37.320 This will bring you to the Events screen, where you can click the New Event button. 19 00:01:37.320 --> 00:01:43.600 Enter an event key. In this case, I'll type Click, and I'll add a description of This 20 00:01:43.600 --> 00:01:46.760 is a custom event for tracking clicks. 21 00:01:46.760 --> 00:01:51.560 Once you're done, click Create. It's important to note that the maximum number of events 22 00:01:51.560 --> 00:01:53.760 per project is 100. ``` ```transcript [00:00] Events track and monitor actions users take. In Personalize, events are key for measuring [00:11] the success of your A-B tests. [00:13] By tracking actions like clicks, form submissions, or video plays, you can see which variation [00:20] of your content performs better. [00:23] Personalize lets you track two main types of events, impressions and conversions. [00:29] Impressions track how many times users see specific content on your website. Each user [00:35] only gets counted once even if they view the same personalized content multiple times. [00:41] This helps you know if your content is actually being seen. [00:44] For example, if you have two versions of a homepage banner for different audiences, tracking [00:50] impressions tells you how often each banner is viewed, helping you see which one is more [00:56] popular. A conversion is a positive user action like signing up for a newsletter, completing [01:03] a form, or watching a video. [01:06] In A-B testing, conversions help you figure out which version is more effective, with [01:11] more conversions usually pointing to the better variant. [01:16] For example, if you have two different sign-up forms, tracking conversions will show you [01:20] which form gets more submissions, helping you see which one works best. [01:26] Creating an event is simple. From the Personalize screen, click the Events button on the left. [01:32] This will bring you to the Events screen, where you can click the New Event button. [01:37] Enter an event key. In this case, I'll type Click, and I'll add a description of This [01:43] is a custom event for tracking clicks. [01:46] Once you're done, click Create. It's important to note that the maximum number of events [01:51] per project is 100. ``` #### Key takeaways - Connect **Creating Events for A/B Tests** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 06 — Adding Audiences to Experiences #### Video details #### At a glance - **Title:** Adding Audiences To Experiences - **Duration:** 3m 49s - **Media link:** https://cdn.jwplayer.com/previews/HOknJnAi - **Publish date (unix):** 1727654555 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113854 kbps - video/mp4 · 180p · 180p · 136079 kbps - video/mp4 · 270p · 270p · 147553 kbps - video/mp4 · 360p · 360p · 159726 kbps - video/mp4 · 406p · 406p · 165066 kbps - video/mp4 · 540p · 540p · 186748 kbps - video/mp4 · 720p · 720p · 219929 kbps - video/mp4 · 1080p · 1080p · 289684 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/HOknJnAi-120.vtt` #### Video transcript ```transcript [00:00] Transcript not attached in source entry. ``` #### Key takeaways - Connect **Adding Audiences to Experiences** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 07 — Working with Entry Variants #### Video details #### At a glance - **Title:** Working With Entry Variants - **Duration:** 3m 16s - **Media link:** https://cdn.jwplayer.com/previews/8izyapOo - **Publish date (unix):** 1727654555 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113453 kbps - video/mp4 · 180p · 180p · 146486 kbps - video/mp4 · 270p · 270p · 167259 kbps - video/mp4 · 360p · 360p · 183746 kbps - video/mp4 · 406p · 406p · 195426 kbps - video/mp4 · 540p · 540p · 232746 kbps - video/mp4 · 720p · 720p · 289426 kbps - video/mp4 · 1080p · 1080p · 427826 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/8izyapOo-120.vtt` #### Transcript Now that we have our personalized project configured, let's take a look at how we can create variants of our entries. Entry variants are versions of a base entry used to customize content for different experiences. There's three elements at play here. First is the collection of variants called a variant group. Then there's the original content from which all the variants are created called the base entry. It's essentially the foundation that all variants inherit. And finally, there's the entry variant, which is a customized version of the base entry tailored for the specific audience. So before we get started, let's review the final configuration of the personalized experience we were working with. Here you can see I have four variants of Luxury or Relaxing, Budget Adventure South America, Luxury Europe, and Luxury Relaxed Asia. Before we create entry variants, you have to make sure that your content type is linked to the variant groups you'd like to use. Once they are, you can create as many variants as you'd like. To do this, make sure you get back to the organization level. Then you want to enter the appropriate stack, and from there you can then enter the settings. Once you're inside the settings, you'll notice on the left side there's a variants option. Here you'll notice the variants we created in the personalized experience are automatically added for you. What we need to do is link them to the content types we want to use. Here I'll choose Homepage, and then you can go ahead and click Save. The final step is to activate our experience configuration. To do that, click the Stacks icon in the top left, then click Personalize. Enter the personalized project that you're working with, then you can select the experience you're working with. In my case, it's Personalize. Then click Configuration, and finally you can click the Activate Version button. Now that all of that is configured properly, let's return to our stack by clicking the Personalize button in the top left corner. Then we have to click the Stacks button, and then enter our stack so we can click on the Entries button on the left. We'll enter the homepage, and notice that there's a drop-down menu at the top. Here we can choose the Luxury Relaxed Asia variant. Then I can come in and make some modifications. Through the magic of editing, you'll notice I've updated the heading field, the content field, and I added a new image. Notice the Variant Field menu gives you the option to revert back to the base entry value. Finally, make sure you save and publish the entry. Now when I visit the Compass site and visit the Asia Pacific region, and then return back to the homepage, I'm now part of the Luxury Relaxed Asia audience and will be targeted with that variant of the homepage. Thanks for watching. If you like this video, please subscribe to my YouTube channel. I'll see you in the next video. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:04.960 Now that we have our personalized project configured, let's take a look at how we 2 00:00:04.960 --> 00:00:07.940 can create variants of our entries. 3 00:00:07.940 --> 00:00:14.240 Entry variants are versions of a base entry used to customize content for different experiences. 4 00:00:14.240 --> 00:00:16.320 There's three elements at play here. 5 00:00:16.320 --> 00:00:19.560 First is the collection of variants called a variant group. 6 00:00:19.560 --> 00:00:23.320 Then there's the original content from which all the variants are created called the base 7 00:00:23.320 --> 00:00:24.440 entry. 8 00:00:24.440 --> 00:00:28.600 It's essentially the foundation that all variants inherit. 9 00:00:28.600 --> 00:00:32.880 And finally, there's the entry variant, which is a customized version of the base 10 00:00:32.880 --> 00:00:37.280 entry tailored for the specific audience. 11 00:00:37.280 --> 00:00:42.120 So before we get started, let's review the final configuration of the personalized experience 12 00:00:42.120 --> 00:00:43.880 we were working with. 13 00:00:43.880 --> 00:00:50.920 Here you can see I have four variants of Luxury or Relaxing, Budget Adventure South America, 14 00:00:50.920 --> 00:00:55.160 Luxury Europe, and Luxury Relaxed Asia. 15 00:00:55.160 --> 00:00:59.560 Before we create entry variants, you have to make sure that your content type is linked 16 00:00:59.560 --> 00:01:02.520 to the variant groups you'd like to use. 17 00:01:02.520 --> 00:01:07.160 Once they are, you can create as many variants as you'd like. 18 00:01:07.160 --> 00:01:11.200 To do this, make sure you get back to the organization level. 19 00:01:11.200 --> 00:01:19.320 Then you want to enter the appropriate stack, and from there you can then enter the settings. 20 00:01:19.320 --> 00:01:23.200 Once you're inside the settings, you'll notice on the left side there's a variants 21 00:01:23.200 --> 00:01:25.360 option. 22 00:01:25.360 --> 00:01:30.340 Here you'll notice the variants we created in the personalized experience are automatically 23 00:01:30.340 --> 00:01:31.920 added for you. 24 00:01:31.920 --> 00:01:37.000 What we need to do is link them to the content types we want to use. 25 00:01:37.000 --> 00:01:43.600 Here I'll choose Homepage, and then you can go ahead and click Save. 26 00:01:43.600 --> 00:01:47.160 The final step is to activate our experience configuration. 27 00:01:47.160 --> 00:01:54.080 To do that, click the Stacks icon in the top left, then click Personalize. 28 00:01:54.080 --> 00:01:59.400 Enter the personalized project that you're working with, then you can select the experience 29 00:01:59.400 --> 00:02:00.400 you're working with. 30 00:02:00.400 --> 00:02:02.520 In my case, it's Personalize. 31 00:02:02.520 --> 00:02:08.840 Then click Configuration, and finally you can click the Activate Version button. 32 00:02:08.840 --> 00:02:13.680 Now that all of that is configured properly, let's return to our stack by clicking the 33 00:02:13.680 --> 00:02:16.520 Personalize button in the top left corner. 34 00:02:16.520 --> 00:02:20.680 Then we have to click the Stacks button, and then enter our stack so we can click on 35 00:02:20.680 --> 00:02:23.480 the Entries button on the left. 36 00:02:23.480 --> 00:02:28.360 We'll enter the homepage, and notice that there's a drop-down menu at the top. 37 00:02:28.360 --> 00:02:32.120 Here we can choose the Luxury Relaxed Asia variant. 38 00:02:32.120 --> 00:02:34.400 Then I can come in and make some modifications. 39 00:02:34.400 --> 00:02:39.400 Through the magic of editing, you'll notice I've updated the heading field, the content 40 00:02:39.400 --> 00:02:42.640 field, and I added a new image. 41 00:02:42.640 --> 00:02:49.520 Notice the Variant Field menu gives you the option to revert back to the base entry value. 42 00:02:49.520 --> 00:02:53.880 Finally, make sure you save and publish the entry. 43 00:02:53.880 --> 00:02:59.240 Now when I visit the Compass site and visit the Asia Pacific region, and then return back 44 00:02:59.240 --> 00:03:04.960 to the homepage, I'm now part of the Luxury Relaxed Asia audience and will be targeted 45 00:03:04.960 --> 00:03:07.480 with that variant of the homepage. 46 00:03:12.640 --> 00:03:13.640 Thanks for watching. 47 00:03:13.640 --> 00:03:14.640 If you like this video, please subscribe to my YouTube channel. 48 00:03:14.640 --> 00:03:15.640 I'll see you in the next video. ``` ```transcript [00:00] Now that we have our personalized project configured, let's take a look at how we [00:04] can create variants of our entries. [00:07] Entry variants are versions of a base entry used to customize content for different experiences. [00:14] There's three elements at play here. [00:16] First is the collection of variants called a variant group. [00:19] Then there's the original content from which all the variants are created called the base [00:23] entry. [00:24] It's essentially the foundation that all variants inherit. [00:28] And finally, there's the entry variant, which is a customized version of the base [00:32] entry tailored for the specific audience. [00:37] So before we get started, let's review the final configuration of the personalized experience [00:42] we were working with. [00:43] Here you can see I have four variants of Luxury or Relaxing, Budget Adventure South America, [00:50] Luxury Europe, and Luxury Relaxed Asia. [00:55] Before we create entry variants, you have to make sure that your content type is linked [00:59] to the variant groups you'd like to use. [01:02] Once they are, you can create as many variants as you'd like. [01:07] To do this, make sure you get back to the organization level. [01:11] Then you want to enter the appropriate stack, and from there you can then enter the settings. [01:19] Once you're inside the settings, you'll notice on the left side there's a variants [01:23] option. [01:25] Here you'll notice the variants we created in the personalized experience are automatically [01:30] added for you. [01:31] What we need to do is link them to the content types we want to use. [01:37] Here I'll choose Homepage, and then you can go ahead and click Save. [01:43] The final step is to activate our experience configuration. [01:47] To do that, click the Stacks icon in the top left, then click Personalize. [01:54] Enter the personalized project that you're working with, then you can select the experience [01:59] you're working with. [02:00] In my case, it's Personalize. [02:02] Then click Configuration, and finally you can click the Activate Version button. [02:08] Now that all of that is configured properly, let's return to our stack by clicking the [02:13] Personalize button in the top left corner. [02:16] Then we have to click the Stacks button, and then enter our stack so we can click on [02:20] the Entries button on the left. [02:23] We'll enter the homepage, and notice that there's a drop-down menu at the top. [02:28] Here we can choose the Luxury Relaxed Asia variant. [02:32] Then I can come in and make some modifications. [02:34] Through the magic of editing, you'll notice I've updated the heading field, the content [02:39] field, and I added a new image. [02:42] Notice the Variant Field menu gives you the option to revert back to the base entry value. [02:49] Finally, make sure you save and publish the entry. [02:53] Now when I visit the Compass site and visit the Asia Pacific region, and then return back [02:59] to the homepage, I'm now part of the Luxury Relaxed Asia audience and will be targeted [03:04] with that variant of the homepage. [03:12] Thanks for watching. [03:13] If you like this video, please subscribe to my YouTube channel. [03:14] I'll see you in the next video. ``` #### Key takeaways - Connect **Working with Entry Variants** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ### Lesson 08 — A/B Testing and Audience Impersonation #### Video details #### At a glance - **Title:** A-b Testing And Audience Impersonation - **Duration:** 2m 33s - **Media link:** https://cdn.jwplayer.com/previews/4JxNVxNH - **Publish date (unix):** 1727654555 #### Streaming renditions - application/vnd.apple.mpegurl - audio/mp4 · AAC Audio · 113901 kbps - video/mp4 · 180p · 180p · 155064 kbps - video/mp4 · 270p · 270p · 184090 kbps - video/mp4 · 360p · 360p · 210713 kbps - video/mp4 · 406p · 406p · 229072 kbps - video/mp4 · 540p · 540p · 287260 kbps - video/mp4 · 720p · 720p · 374567 kbps - video/mp4 · 1080p · 1080p · 589216 kbps #### Timed text tracks (delivery) - **thumbnails:** `https://cdn.jwplayer.com/strips/4JxNVxNH-120.vtt` #### Transcript Let's take a look at how we can run a simple A B test. Here, I want to change the Learn More button to be a bit more exciting. Again, let's look at the final configuration for the A B test experience we set up as I modified it slightly. At the organization level, I'll enter Personalize. Then, I'll click the Project tile to enter it. Next, I'll click A B Testing. Then, I'll click the Configuration option on the left. Notice, I set up a custom variant distribution across three variants. Straightforward, adventurous, and fun with the traffic distribution between them being divided equally. It's also important to know that the content type of homepage is now linked to this A B test variant group. If you forgot how to do that, just review the previous video. Before we leave this screen, be sure to activate the draft. Now, let's click the Personalize icon in the top to return to the organization. Then, click Stacks to see our stack, and then enter the stack that you're working with. Now, I'll come over and choose Entries. Then, I'll enter the homepage. Here in the dropdown menu, I'll choose the Fun A B Test. The call to action has a text label that's not all that exciting. I'll update that to read Let's Go and save it. If we go to our visual preview experience, I can impersonate what each of those particular segments are going to see. When it loads, I can open up our audience impersonation widget. This is going to allow us to impersonate any number of audiences with all the different combinations of content that you might see. So, the first thing is, I'm going to toggle on the audience that I know will give me the ability to serve the A B test, which is for visitors looking for a relaxing luxury travel vacation in the Asia Pacific region. You'll see that the actual content has changed, and the reason for that is, I've selected all the audiences at the bottom that match the criteria to serve that particular content. Because all of those were selected, I now have the ability to preview the A B test. We have learned more, but for adventurous, you can see it says Explore This, and for fun, which is what we just created, it now says Let's Go. #### Subtitles (WebVTT) ```webvtt WEBVTT 1 00:00:00.000 --> 00:00:10.920 Let's take a look at how we can run a simple A B test. Here, I want to change the Learn 2 00:00:10.920 --> 00:00:16.360 More button to be a bit more exciting. Again, let's look at the final configuration for 3 00:00:16.360 --> 00:00:23.000 the A B test experience we set up as I modified it slightly. At the organization level, I'll 4 00:00:23.000 --> 00:00:28.640 enter Personalize. Then, I'll click the Project tile to enter it. Next, I'll click 5 00:00:28.640 --> 00:00:34.900 A B Testing. Then, I'll click the Configuration option on the left. Notice, I set up a custom 6 00:00:34.900 --> 00:00:41.080 variant distribution across three variants. Straightforward, adventurous, and fun with 7 00:00:41.080 --> 00:00:45.880 the traffic distribution between them being divided equally. It's also important to 8 00:00:45.880 --> 00:00:52.080 know that the content type of homepage is now linked to this A B test variant group. 9 00:00:52.080 --> 00:00:57.360 If you forgot how to do that, just review the previous video. Before we leave this screen, 10 00:00:57.360 --> 00:01:03.240 be sure to activate the draft. Now, let's click the Personalize icon in the top to 11 00:01:03.240 --> 00:01:09.120 return to the organization. Then, click Stacks to see our stack, and then enter the stack 12 00:01:09.120 --> 00:01:14.000 that you're working with. Now, I'll come over and choose Entries. Then, I'll enter 13 00:01:14.000 --> 00:01:20.720 the homepage. Here in the dropdown menu, I'll choose the Fun A B Test. The call to action 14 00:01:20.720 --> 00:01:27.320 has a text label that's not all that exciting. I'll update that to read Let's Go and save 15 00:01:27.320 --> 00:01:33.040 it. If we go to our visual preview experience, I can impersonate what each of those particular 16 00:01:33.040 --> 00:01:39.600 segments are going to see. When it loads, I can open up our audience impersonation widget. 17 00:01:39.600 --> 00:01:43.920 This is going to allow us to impersonate any number of audiences with all the different 18 00:01:43.920 --> 00:01:49.840 combinations of content that you might see. So, the first thing is, I'm going to toggle 19 00:01:49.840 --> 00:01:55.520 on the audience that I know will give me the ability to serve the A B test, which is for 20 00:01:55.520 --> 00:02:02.080 visitors looking for a relaxing luxury travel vacation in the Asia Pacific region. You'll 21 00:02:02.080 --> 00:02:07.160 see that the actual content has changed, and the reason for that is, I've selected all 22 00:02:07.160 --> 00:02:13.440 the audiences at the bottom that match the criteria to serve that particular content. 23 00:02:13.440 --> 00:02:17.960 Because all of those were selected, I now have the ability to preview the A B test. 24 00:02:17.960 --> 00:02:24.040 We have learned more, but for adventurous, you can see it says Explore This, and for 25 00:02:24.040 --> 00:02:28.720 fun, which is what we just created, it now says Let's Go. ``` ```transcript [00:00] Let's take a look at how we can run a simple A B test. Here, I want to change the Learn [00:10] More button to be a bit more exciting. Again, let's look at the final configuration for [00:16] the A B test experience we set up as I modified it slightly. At the organization level, I'll [00:23] enter Personalize. Then, I'll click the Project tile to enter it. Next, I'll click [00:28] A B Testing. Then, I'll click the Configuration option on the left. Notice, I set up a custom [00:34] variant distribution across three variants. Straightforward, adventurous, and fun with [00:41] the traffic distribution between them being divided equally. It's also important to [00:45] know that the content type of homepage is now linked to this A B test variant group. [00:52] If you forgot how to do that, just review the previous video. Before we leave this screen, [00:57] be sure to activate the draft. Now, let's click the Personalize icon in the top to [01:03] return to the organization. Then, click Stacks to see our stack, and then enter the stack [01:09] that you're working with. Now, I'll come over and choose Entries. Then, I'll enter [01:14] the homepage. Here in the dropdown menu, I'll choose the Fun A B Test. The call to action [01:20] has a text label that's not all that exciting. I'll update that to read Let's Go and save [01:27] it. If we go to our visual preview experience, I can impersonate what each of those particular [01:33] segments are going to see. When it loads, I can open up our audience impersonation widget. [01:39] This is going to allow us to impersonate any number of audiences with all the different [01:43] combinations of content that you might see. So, the first thing is, I'm going to toggle [01:49] on the audience that I know will give me the ability to serve the A B test, which is for [01:55] visitors looking for a relaxing luxury travel vacation in the Asia Pacific region. You'll [02:02] see that the actual content has changed, and the reason for that is, I've selected all [02:07] the audiences at the bottom that match the criteria to serve that particular content. [02:13] Because all of those were selected, I now have the ability to preview the A B test. [02:17] We have learned more, but for adventurous, you can see it says Explore This, and for [02:24] fun, which is what we just created, it now says Let's Go. ``` #### Key takeaways - Connect **A/B Testing and Audience Impersonation** back to your stack configuration before moving to the next module. - Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment. - Re-read the delivery versus management boundary for anything you changed in the entry model. ## Resources & references | Page | Companion Markdown | | --- | --- | | /courses/personalize-foundations/about-personalize | /academy/md/courses/personalize-foundations/about-personalize.md | | /courses/personalize-foundations/creating-a-personalize-project-and-experiences | /academy/md/courses/personalize-foundations/creating-a-personalize-project-and-experiences.md | | /courses/personalize-foundations/working-with-attributes | /academy/md/courses/personalize-foundations/working-with-attributes.md | | /courses/personalize-foundations/creating-audiences | /academy/md/courses/personalize-foundations/creating-audiences.md | | /courses/personalize-foundations/creating-events-for-a-b-tests | /academy/md/courses/personalize-foundations/creating-events-for-a-b-tests.md | | /courses/personalize-foundations/adding-audiences-to-experiences | /academy/md/courses/personalize-foundations/adding-audiences-to-experiences.md | | /courses/personalize-foundations/working-with-entry-variants | /academy/md/courses/personalize-foundations/working-with-entry-variants.md | | /courses/personalize-foundations/a-b-testing-an-audience-impersonation | /academy/md/courses/personalize-foundations/a-b-testing-an-audience-impersonation.md | ## Supplement for indexing ### Content summary In the Personalize Foundations course, you will explore the essentials of delivering tailored content to your audience through Contentstack's personalization features. The course covers the challenges of personalization,… In the Personalize Foundations course, you will explore the essentials of delivering tailored content to your audience through Contentstack's personalization features. The course covers the challenges of personalization, such as scalability and complexity, and presents a solution that balances simplicity and flexibility. You'll learn how to set up projects, configure segmented experiences, run A/B tests, and leverage attributes and audiences to deliver the right message at the right time. With practical guidance on creating dynamic user experiences, this course aims to improve engagement, conv ### Retrieval tags - personalize - personalize-foundations - About - Creating - Project - and - Experiences - Working - with - Attributes - Audiences - Events - for - Tests ### Indexing notes Chunk at each "### Lesson NN — Title" heading; copy lesson_id and topics from the preceding HTML comment into chunk metadata for RAG filters. Course slug: personalize-foundations. Union of lesson topic tokens: About, Personalize, Creating, Project, and, Experiences, Working, with, Attributes, Audiences, Events, for, Tests, Adding, Entry, Variants, Testing, Audience, Impersonation. Do not embed or retrieve LMS-only quiz items or mastery exam answer keys from this export. ### Asset references | Label | URL | | --- | --- | | Video thumbnail: About Personalize | `https://cdn.jwplayer.com/v2/media/S9WCKPOo/poster.jpg?width=720` | | Video thumbnail: Creating a Personalize Project and Experiences | `https://cdn.jwplayer.com/v2/media/t4HUHTEx/poster.jpg?width=720` | | Video thumbnail: Working with Attributes | `https://cdn.jwplayer.com/v2/media/RcVjZyCA/poster.jpg?width=720` | | Video thumbnail: Creating Audiences | `https://cdn.jwplayer.com/v2/media/c8Q04HgU/poster.jpg?width=720` | | Video thumbnail: Creating Events for A/B Tests | `https://cdn.jwplayer.com/v2/media/T4oeI9zD/poster.jpg?width=720` | | Video thumbnail: Adding Audiences to Experiences | `https://cdn.jwplayer.com/v2/media/HOknJnAi/poster.jpg?width=720` | | Video thumbnail: Working with Entry Variants | `https://cdn.jwplayer.com/v2/media/8izyapOo/poster.jpg?width=720` | | Video thumbnail: A/B Testing and Audience Impersonation | `https://cdn.jwplayer.com/v2/media/4JxNVxNH/poster.jpg?width=720` | ### External links | Label | URL | | --- | --- | | Contentstack Academy home | `https://www.contentstack.com/academy/` | | Training instance setup | `https://www.contentstack.com/academy/training-instance` | | Academy playground (GitHub) | `https://github.com/contentstack/contentstack-academy-playground` | | Contentstack documentation | `https://www.contentstack.com/docs/` |